Oracle Inventory Training Material

ORACLE INVENTORY TRAINING
ORACLE APPLICATIONS
INVENTORY TRAINING HAND-OUT

INDEX
ORACLE INVENTORY TERMINOLOGY.................................................................................................................................. 4
1. Define Work Day Excepion Te!p"ae..................................................................................................... #
$. Define a ne% Work&ay Ca"en&ar............................................................................................................. #
'. Define Locaion...................................................................................................................................... 14
4. Define Or(ani)aion............................................................................................................................... 1*
*. Aac+ Or(ani)aion a Locaion Definiion............................................................................................. $1
,. Define -./in0enorie1............................................................................................................................ $$
2. Define -ock Locaor1............................................................................................................................ $'
3. Define an& .p&ae .ni of !ea1.re c"a11e1........................................................................................... $4
#. Define 4ni1 of Mea1.re........................................................................................................................ $*
15. Define 4ni of Mea1.re Con0er1ion1.................................................................................................. $,
11. Define Tran1acion -o.rce Type16....................................................................................................... $3
1$. Define Tran1acion Type1.................................................................................................................... $#
1'. Define Tran1acion1 Rea1on1.............................................................................................................. '5
14. Define Iner7Or(ani)aion -+ippin( Ne%ork1...................................................................................... '5
1*. Define Ie!1......................................................................................................................................... '$
1,. Define Ie! Re"aion1+ip1.................................................................................................................... '*
12. Define Cro11 reference Type1............................................................................................................. ',
13. Define C.1o!er ie!1 an& Cro11 Reference1.................................................................................... '2
1#. Ie! Tran1acion Defa."1.................................................................................................................... '3
$5. De"eion Gro.p1................................................................................................................................... '#
$1. Definin( Ie! Ari/.e Conro" "e0e"1................................................................................................... 41
$$. Define Ie! -a.1............................................................................................................................... 44
$'. Ie! Te!p"ae...................................................................................................................................... 4,
$4. Define Cae(ory Co&e1....................................................................................................................... 43
$*. Cae(ory -e........................................................................................................................................ *$
$,. Define Ie!1 an& A11i(n Ne%"y Define& Cae(orie1............................................................................ *'
$2. Locaor Conro""e& Ie!1...................................................................................................................... *2
$3. Re0i1ion Conro""e& Ie!1.................................................................................................................... ,5
$#. Lo Conro""e& Ie!1............................................................................................................................. ,4
'5. -eria" Conro""e& Ie!1......................................................................................................................... ,3
'1. Re0i1ion 8 Locaor 8 Lo 8 -eria" Conro""e& Ie!1.................................................................................2$
'$. Mi1ce""aneo.1 Tran1acion1................................................................................................................. 22
''. Define Acco.n A"ia1e1........................................................................................................................ 35
'4. Acco.n A"ia1 Receip.......................................................................................................................... 35
'*. Acco.n A"ia1 I11.e.............................................................................................................................. 3$
',. -./ In0enory Tran1fer1....................................................................................................................... 34
'2. Iner or(ani)aion Tran1fer1................................................................................................................. 32
'3. Mo0e Or&er1........................................................................................................................................ #5
'#. 9O Receipin(...................................................................................................................................... #2
45. On7:an& A0ai"a/i"iy.......................................................................................................................... 152
41. A;C Ana"y1i1..................................................................................................................................... 115
4$. Cyc"e Co.n....................................................................................................................................... 112
4'. 9+y1ica" in0enory.............................................................................................................................. 1$2
44. Vie%in( <oreca1 r."e1 = <oreca11................................................................................................... 1'*
4*. -ein( .p Man.a" <oreca1............................................................................................................... 1',
4,. Re Or&er 9oin 9"annin(.................................................................................................................... 1'#
42. Min Max 9"annin(.............................................................................................................................. 141
43. Rep"eni1+!en 9"annin(.................................................................................................................... 14,
4#. A0era(e Co1in(................................................................................................................................ 1**
Oracle Inventory Terminology
Ter!1 .1e& in +e con0eniona" In0enory 1y1e! an& a1 referre& in Orac"e In0enory !ay /e &ifferen. A /rief exp"anaion
of +e >Orac"e In0enory? er!?1 0i17@70i1 +e exi1in( er!ino"o(y i1 pro0i&e& +e fo""o%in( para(rap+1. T+e1e er!1 are
exen1i0e"y .1e& in &oc.!enin( +e >In0enory 7 To ;e? f"o%1 an& i i1 reco!!en&e& +a +e 0ario.1 .1er1 of +i1 1y1e!
(e acA.aine& %i+ +e 1a!e.
Item Validation Organization: T+e or(ani)aion +a conain1 yo.r !a1er "i1 of ie!1. Yo. &efine i /y 1ein( +e OE:
Item Validation Organization profi"e opion.
Logical organization: A /.1ine11 .ni +a rack1 ie!1 for acco.nin( p.rpo1e1 /. &oe1 no p+y1ica""y exi1.
Organization: A /.1ine11 .ni 1.c+ a1 a p"anB %are+o.1eB &i0i1ionB &epar!enB an& 1o on. Or&er Mana(e!en refer1 o
or(ani)aion1 a1 %are+o.1e1 on a"" Or&er Mana(e!en %in&o%1 an& repor1.
Detination organization: An in0enory or(ani)aion +a recei0e1 ie! 1+ip!en1 fro! a (i0en Or(ani)aion.
!or"day calendar: A ca"en&ar +a i&enifie1 a0ai"a/"e %ork&ay1 for one or !ore or(ani)aion1. Ma1er -c+e&."in(8MR9B
In0enoryB Work in 9roce11B an& Capaciy p"an an& 1c+e&."e aci0iie1 /a1e& on a ca"en&ar?1 a0ai"a/"e %ork&ay1.
!or"day e#ce$tion et: An eniy +a &efine1 !..a""y exc".1i0e 1e1 of %ork&ay excepion1. <or eac+ or(ani)aionB yo.
can 1pecify a %ork&ay ca"en&ar an& excepion 1e.
%rimary &nit o' mea&re: T+e 1ockin( .ni of !ea1.re for an ie! in a paric."ar or(ani)aion.
(nit o' mea&re: T+e .ni +a +e A.aniy of an ie! i1 expre11e&.
(nit o' mea&re cla: A (ro.p of .ni1 of !ea1.re an& +eir corre1pon&in( /a1e .ni of !ea1.re. T+e 1an&ar& .ni
c"a11e1 are Len(+B Wei(+B Vo".!eB AreaB Ti!eB an& 9ack.
(nit o' mea&re converion: N.!erica" facor1 +a ena/"e yo. o perfor! ran1acion1 in .ni1 o+er +an +e pri!ary
.ni of +e ie! /ein( ran1ace&.
Category: Co&e .1e& o (ro.p ie!1 %i+ 1i!i"ar c+araceri1ic1B 1.c+ a1 p"a1ic1B !ea"1B or ("a11 ie!1.
Category et A fea.re in In0enory %+ere .1er1 !ay &efine +eir o%n (ro.p of cae(orie1. Typica" cae(ory 1e1 inc".&e
p.rc+a1in(B !aeria"1B co1in(B an& p"annin(.
%&rc)aed item: An ie! +a yo. /.y an& recei0e. If an ie! i1 a"1o an in0enory ie!B yo. !ay a"1o /e a/"e o 1ock i.
*tandard item: Any ie! +a can +a0e a /i"" or /e a co!ponen on a /i"" excep p"annin( ie!1B opion c"a11e1B or
!o&e"1. -an&ar& ie!1 inc".&e p.rc+a1e& ie!1B 1./a11e!/"ie1B an& fini1+e& pro&.c1.
*&+tit&te item: An ie! +a can /e .1e& in p"ace of a co!ponen. Ma1er -c+e&."in(8MR9 1.((e11 1./1i.e1 ie!1
on 1o!e repor1.
Inventory item: Ie!1 yo. 1ock in in0enory. Yo. conro" in0enory for in0enory ie!1 /y A.aniy an& 0a".e. Typica""yB
+e in0enory ie! re!ain1 an a11e .ni" yo. con1.!e i. Yo. reco(ni)e +e co1 of an in0enory ie! a1 an expen1e
%+en yo. con1.!e i or 1e"" i. Yo. (enera""y 0a".e +e in0enory for an ie! /y !."ip"yin( +e ie! 1an&ar& co1 /y +e
A.aniy on +an&.
Item attri+&te control level: To !ainain ie! ari/.e1 a +e ie! !a1er ari/.e "e0e" or +e Or(ani)aion 1pecific
"e0e" /y &efinin( ie! ari/.e conro" con1i1en %i+ yo.r co!pany po"icie1. <or exa!p"eB if yo.r co!pany &eer!ine1
1eria" n.!/er conro" a +ea&A.arer1 re(ar&"e11 of %+ere ie!1 are .1e&B yo. &efine an& !ainain 1eria" n.!/er ari/.e
conro" a +e ie! !a1er "e0e". If eac+ or(ani)aion !ainain1 1eria" n.!/er conro" "oca""yB +ey !ainain +o1e ari/.e1
a +e or(ani)aion 1pecific "e0e".
Item attri+&te: -pecific c+araceri1ic1 of an ie!B 1.c+ a1 or&er co1B ie! 1a.1B re0i1ion conro"B COG- acco.nB ec.
Item mater level attri+&te: An ie! ari/.e yo. conro" a +e ie! !a1er "e0e" a1 oppo1e& o conro""in( a +e
or(ani)aion "e0e".
Item tat&: Co&e .1e& o conro" +e ran1acion aci0iy of an ie!.
Deletion contraint: A /.1ine11 r."e +a re1ric1 +e eniie1 yo. can &e"ee. A &e"eion con1rain i1 a e1 +a !.1
1.ccee& /efore an ie!B /i""B or ro.in( can /e &e"ee&.
C&rrent on,)and -&antity: Toa" A.aniy of +e ie! onC+an& /efore a ran1acion i1 proce11e&.
On,)and -&antity: T+e p+y1ica" A.aniy of an ie! exi1in( in in0enory.
*&+inventory: -./&i0i1ion of an or(ani)aionB repre1enin( ei+er a p+y1ica" area or a "o(ica" (ro.pin( of ie!1B 1.c+ a1
a 1oreroo! or recei0in( &ock.
Locator: 9+y1ica" area %i+in a 1./in0enory %+ere yo. 1ore !aeria"B 1.c+ a1 a ro%B ai1"eB /inB or 1+e"f.
Locator control: An Orac"e !an.fac.rin( ec+niA.e for enforcin( .1e of "ocaor1 &.rin( a !aeria" ran1acion.
Reviion A paric."ar 0er1ion of an ie!B /i"" of !aeria"B or ro.in(.
Reviion control: An in0enory conro" opion +a rack1 in0enory /y ie! re0i1ion an& force1 yo. o 1pecify a re0i1ion
for eac+ !aeria" ran1acion.
Lot: A 1pecific /ac+ of an ie! i&enifie& /y a n.!/er.
Lot control: An Orac"e Man.fac.rin( ec+niA.e for enforcin( .1e of "o n.!/er1 &.rin( !aeria" ran1acion1 +.1
ena/"in( +e rackin( of /ac+e1 of ie!1 +ro.(+o. +eir !o0e!en in an& o. of in0enory.
*erial n&m+er: A n.!/er a11i(ne& o eac+ .ni of an ie! an& .1e& o rack +e ie!.
*erial n&m+er control: A !an.fac.rin( ec+niA.e for enforcin( .1e of 1eria" n.!/er1 &.rin( a !aeria" ran1acion.
.in,ma# $lanning: An in0enory p"annin( !e+o& .1e& o &eer!ine %+en an& +o% !.c+ o or&er /a1e& on a fixe&
.1erCenere& !ini!.! an& !axi!.! in0enory "e0e"1.
Reorder $oint $lanning: An in0enory p"annin( !e+o& .1e& o &eer!ine %+en an& +o% !.c+ o or&er /a1e& on
c.1o!er 1er0ice "e0e"B 1afey 1ockB carryin( co1B or&er 1e.p co1B "ea& i!e an& a0era(e &e!an&.
*a'ety toc": D.aniy of 1ock p"anne& o +a0e in in0enory o proec a(ain1 f".c.aion1 in &e!an& an&8or 1.pp"y.
A/C clai'ication: A !e+o& of c"a11ifyin( ie!1 in &ecrea1in( or&er of i!poranceB 1.c+ a1 ann.a" &o""ar 0o".!e or
yo.r co!pany?1 ran1acion +i1ory.
Cycle co&nting: An in0enory acc.racy ana"y1i1 ec+niA.e %+ere in0enory i1 co.ne& on a cyc"ic 1c+e&."e ra+er +an
once a year.
%)yical inventory: A perio&ic reconci"iaion of ie! co.n1 %i+ 1y1e! onC+an& A.aniie1.
Acco&nt alia: An ea1i"y reco(ni)e& na!e or "a/e" repre1enin( an acco.n c+ar(e& on !i1ce""aneo.1 ran1acion1. Yo.
!ay 0ie%B reporB an& re1er0e a(ain1 an acco.n a"ia1.
Inter,organization tran'er: Tran1fer of ie!1 fro! one in0enory or(ani)aion o ano+er Yo. can +a0e frei(+ c+ar(e1
an& ran1fer cre&i1 a11ociae& %i+ inerCor(ani)aion ran1fer. Yo. can c+oo1e o 1+ip ie!1 &irec"y or +a0e +e! (o
+ro.(+ inran1i in0enory.
.aterial tranaction: Tran1fer /e%eenB i11.e fro!B receip oB or a&E.1!en o an in0enory or(ani)aionB 1./in0enoryB
or "ocaor. Receip of co!p"ee& a11e!/"ie1 ino in0enory fro! a Eo/ or repeii0e 1c+e&."e. I11.e of co!ponen ie!1
fro! in0enory o %ork in proce11.
Tranaction cot: T+e co1 per .ni a %+ic+ +e ran1acion A.aniy i1 0a".e&.
Tranaction inter'ace: An open inerface a/"e +ro.(+ %+ic+ yo. can i!por ran1acion1.
Tranaction manager: A conc.rren pro(ra! +a conro"1 yo.r !an.fac.rin( ran1acion1.

Recei$t: A 1+ip!en fro! one 1.pp"ier +a can inc".&e !any ie!1 or&ere& on !any p.rc+a1e or&er1.
Ret&rn to &$$lier: A ran1acion +a a""o%1 yo. o re.rn o +e 1.pp"ier ie!1 fro! a f.""y or paria""y recei0e& p.rc+a1e
or&er an& recei0e cre&i for +e!.
*&$$lier: 9ro0i&er of (oo&1 or 1er0ice1.
Acco&nting $eriod: T+e fi1ca" perio& a co!pany .1e1 o repor financia" re1."1B 1.c+ a1 a ca"en&ar !on+ or fi1ca"
perio&.
Average coting: A co1in( !e+o& %+ic+ can /e .1e& o co1 ran1acion1 in /o+ inventory only an& manufacturing
Fin0enory an& %ork in proce11G en0iron!en1. A1 yo. perfor! ran1acion1B +e 1y1e! .1e1 +e ran1acion price or co1
an& a.o!aica""y reca"c."ae1 +e a0era(e .ni co1 of yo.r ie!1.
*tandard coting: A co1in( !e+o& %+ere a pre&eer!ine& 1an&ar& co1 i1 .1e& for c+ar(in( !aeria"B re1o.rceB
o0er+ea&B perio& c"o1eB Eo/ c"o1eB an& co1 .p&ae ran1acion1 an& 0a".in( in0enory. Any &e0iaion in ac.a" co11 fro!
+e pre&eer!ine& 1an&ar& i1 recor&e& a1 a 0ariance.
01 De'ine !or" Day E#ce$tion Tem$late
A&& a Work&ay Excepion 1e o i&enify ca"en&ar excepion1.
Navigation: In0enory H -e.p H Or(ani)aion1 H Ca"en&ar Excepion Te!p"ae1
*creen: Excepion Te!p"ae1
2ield Name Remar"
Te!p"ae Ener +e Excepion Te!p"ae na!e ITJJ7EJCE9K
De1cripion TJJ M<G EJCE9TION
Inaci0e On Lea0e +e fie"& ;"ank
Dates Ener +e &ae1. Yo. can ei+er c+oo1e fro! LOV or ener +e &ae in +e for!a I$*7
DEC7$551K
517LAN7$551 517LAN7$55$ 517LAN7$55'
$*7DEC7$555 $*7DEC7$551 $*7DEC7$55$ $*7DEC7$55'
Days On Lea0e +e fie"& .nc+ecke& for a"" +e &ae1
C"ick on +e *AVE icon
31 De'ine a ne4 !or"day Calendar
Define +e %ork&ay ca"en&ar %i+ ca"en&ar ypeB &ay1 onB &ay1 offB 1ar an& en& &ae1.
Navigation: In0enory H -e.p H Or(ani)aion1 H Ca"en&ar1
Screen: Workday Calendar
2ield Name Remar"
Na!e TJJ7CAL
De1cripion TJJ7-an&ar& Ca"en&ar
D.arer"y ype C+oo1e I4848* Week 9aernK fro! LOV
Ca"en&ar Dae ran(e
<ro! -e"ec +e Dae fro! +e LOV or ener Man.a""y I 5'7LAN7$555K
To Ener 517LAN7$552
C"ick on +e *AVE icon
C"ick on IWork Day 9aernK ;.on
Screen: Workday Pattern
2ield Name Remar"
-eA 1
Day1 On *
Day1 Off $
De1cripion Re(."ar Work Day paern
C"ick on +e *AVE icon an& C"o1e +e Win&o%.
C"ick on IDateK ;.on on +e -creen %ork&ay Ca"en&ar.
C"ick on IE#ce$tion LitK ;.on
C"ick on ILoadK ;.on
ILoa& Excepion1K Win&o% appear1
2ield Name Remar"
Loa& <ro! Te!p"ae
Te!p"ae TJJ7EJCE9 F Ener or c+oo1e fro! LOVG
C"ick on IO5K.
C"ick on IO5K.
C"o1e +e ICa"en&arK Win&o%.
C"ick on I*)i'tK ;.on on 1creen %ork&ay Ca"en&ar.
-+if Win&o% for TJJ7CAL open1M
2ield Name Remar"
-+if N.!/er 1
De1cripion <ir1 -+if 2655 o 1*655
C"ick on I!or"day %atternK ;.on
Work&ay 9aern1 F.n&er -+if1G open1..
2ield Name Remar"
-eA 1
Day1 On *
Day1 Off $
De1cripion Re(."ar Work Week 9aern
C"ick on *AVE icon.
C"o1e +e %in&o%. C"ick on ITimeK ;.on for 1
1
-+if.
-+if Ti!e1 F.n&er -+if1G
2ield Name Remar"
-ar i!e 52655
-op i!e 1161*
-ar i!e 1164*
-op i!e 1*655
C"ick on *AVE icon.
C"o1e +e %in&o%.
-+if1 Win&o% Ffir1 /"ank "ineG
2ield Name Remar"
-+if N.!/er $
De1cripion -econ& -+if 1*655 o $'655
C"ick on I!or"day %atternK ;.on
Work&ay 9aern1 F.n&er -+if1G open1..
2ield Name Remar"
-eA 1
Day1 On *
2ield Name Remar"
Day1 Off $
De1cripion Re(."ar Work Week 9aern
C"ick on *AVE icon.
C"o1e +e %in&o%. C"ick on ITimeK ;.on for $
n&
-+if.
-+if Ti!e1 F.n&er -+if1G
2ield Name Remar"
-ar i!e 1*655
-op i!e 1364*
-ar i!e 1#61*
-op i!e $'655
C"ick on *AVE icon.
C"o1e +e -+if i!e1 %in&o%.
C"o1e -+if1 %in&o%.
In +e Work&ay Ca"en&ar %in&o% re0ie% yo. ca"en&ar &ae1 /y c"ickin( on +e Dae1 /.on. Verify $*7DEC7$551 i1 a
&ifferen co"or.
W+i"e 1i"" in +e Work&ay Ca"en&ar Win&o% B r.n +e ca"en&ar /.i"& proce11
Too"1 Men. H ;.i"&
Verify yo.r reA.e1e& Eo/ +a1 co!p"ee&
Vie% H ReA.e11 H <in&
Verify yo.r ca"en&ar /.i" correc"y
-e.p H Or(ani)aion H Ca"en&ar H Vie% Men. H <in&
61 De'ine Location
-e .p an& na!e a "ocaion for yo.r or(ani)aion
Navigation: In0enory H -e.p H Or(ani)aion1 H Locaion1
*creen: Locaion1
2ield Name Remar"
Na!e TJJ7LOCATION
De1cripion TJJ Locaion
*tay on Addre Detail Ta+
A&&re11 -y"e 4nie& -ae1
A&&re11 Location Addre 4indo4 o$en11
A&&re11 Line 1 1$' MAIN -TREET
A&&re11 Line $
A&&re11 Line '
Ciy -e"ec6 A"ana
-ae GA
Nip Co&e '5515
Co.ny -e"ec6 <."on
Co.nry -e"ec6 4nie& -ae1
Te"ep+one
C"ick on OO.
2ield Name Remar"
Go to *)i$$ing Detail Ta+
-+ip7o Locaion TJJ7LOCATION
-+ip7o -ie C+eck +e /ox
;i""7o -ie C+eck +e /ox
Office -ie C+eck +e /ox
Inerna" -ie C+eck +e /ox
Recei0in( -ie C+eck +e /ox
C"ick on +e *ave icon.
71 De'ine Organization
-e .p an& na!e yo.r or(ani)aion for yo.r ea!
Navigation: In0enory H -e.p H Or(ani)aion1 H Or(ani)aion1 H C"ick on INe%K
*creen: Or(ani)aion
2ield Name Remar"
Na!e TJJ7ORG
Type 9"an
2ield Name Remar"
Dae1 <ro! 41e +e Defa."
Dae1 To Lea0e ;"ank
Locaion TJJ7LOCATION
Inerna" or Exerna" Inerna"
Locaion A&&re11 41e +e Defa."
2ield Name Remar"
Inerna" A&&re11 Lea0e ;"ank
Organization
Clai'ication
Na!e In0enory Or(ani)aion F Ener or C+oo1e fro! +e LOVG
Ena/"e& C"ick +e C+eck ;ox
Wi+ c.r1or in Na!e
C"ick on Ot)er /.on
-e"ec Acco&nting In'ormation
C"ick on OO +en pre11 a/
Acco&nting In'ormation
-e of ;ook1 Vi1ion Operaion1 F4-AG
Le(a" Eniy Vi1ion Operaion1
Operain( 4ni Vi1ion Operaion1
C"ick on OO
C"ick on OO
C"ick on *ave icon
C"ick on Ot)er /.on
-e"ec Inventory In'ormation
-ay on +e Inventory %arameter a/
2ield Name Remar"
Or(ani)aion Co&e TJJ
Ma1er Or(ani)aion Vi1ion Operaion1
Ca"en&ar TJJ7CAL
2ield Name Remar"
9roce11 Ena/"e& Do no c+eck +e /ox
De!an& C"a11
Mo0e Or&er Ti!eo.
9erio&
,5
Mo0e Or&er Ti!eo.
Acion
Appro0e A.o!aica""y
A""o% Ne(ai0e ;a"ance1 C+eck +e ;ox
Locaor Conro" Deer!ine& a -./ In0enory "e0e"
Go o Coting In'ormation Ta/
Coting In'ormation
Co1in( Or(ani)aion Display - Cannot be changed
Co1in( Me+o& A0era(e
Rae1 Co1 Type
Tran1fer o GL -.!!ary
Re0er1e Enc.!/rance Do no c+eck +e /ox
Defa." Maeria" -./7
E"e!en
Val&ation Acco&nt
Maeria" 51755571415755557555
O.1i&e 9roce11in( 517555714*5755557555
Maeria" O0er+ea& 517555714$5755557555
O0er+ea& 517555714'5755557555
Re1o.rce 51755571445755557555
Expen1e 517*$572*'5755557555
Go o Reviion8 Lot8 *erial a/
-arin( Re0i1ion A
Lo Conro"6 4niA.ene11 Acro11 ie!1
Lo Conro"6 Generaion A ie! "e0e"
2ield Name Remar"
Nero 9a& -.ffix Do no c+eck +e /ox
Lo Conro"6 9refix LOTP
Lo Conro"6 Toa" Len(+ '5
-eria" Conro"6
4niA.ene11
Wi+in In0enory Ie!1
-eria" Conro"6 Generaion A Or(ani)aion Le0e"
-eria" Conro"6 9refix -ERP
-eria" Conro"6 -arin(
N.!/er
1555
Go o AT%8 %ic"8 Item *o&rcing a/
AT%8 %ic"8 Item *o&rcing
AT9 Defa."1 R."e Toa" AT9B No DC
9ickin( Defa."1 R."e Re0-./
9ickin( Defa."16
-./in0enory Or&er
9ickin( Defa."16 Locaor
Or&er
Ie! -o.rcin( Deai"6 Type -.pp"ier
Ie! -o.rcin( Deai"6 Or(
Ie! -o.rcin( Deai"6
-./in0
Go o Inter9org In'ormation a/
Inter9org In'ormation
Iner7or( Tran1fer C+ar(e C+eck +e ra&io /.on I9re&efine& 9ercenK
9re&efine& 9ercen 15
Inter9org Tran'er
Acco&nt
Tran1fer Cre&i 517*$57*$#5755557555
2ield Name Remar"
9.rc+a1e 9rice Variance 517*$57*$15755557555
Recei0a/"e 51755571315755557555
9aya/"e 517*$57$'25755557555
Inran1i In0enory 517555714,5755557555
Go o Ot)er Acco&nt Ta/
Ot)er Acco&nt
In0oice 9rice Variance 517*$57*$$5755557555
Acco.n1 9aya/"e Accr.a" 5175557$$$5755557555
Enc.!/rance
%ro'it and Lo
Acco&nt
-a"e1 517*$574115755557555
Co1 of Goo&1 -o"& 517*$57*115755557555
C"ick on +e *ave icon
C"o1e +e %in&o%
C"ick on +e Ot)er ;.on
-e"ec Receiving In'ormation
2ield Name Remar"
Recei$t Date:
Day1 Ear"y *
2ield Name Remar"
Day1 Lae *
Acion Warnin(
Over Recei$t Control:
To"erance *
Acion Warnin(
.icellaneo&:
A""o% -./1i.e Receip1 C+eck +e ;ox
A""o% 4nor&ere& Receip1 C+eck +e ;ox
A""o% Expre11
Tran1acion1
C+eck +e ;ox
A""o% Ca1ca&e
Tran1acion1
C+eck +e ;ox
A""o% ;"in& Recei0in( Do no c+eck +e ;ox
Receip Ro.in( -an&ar& Receip
Enforce -+ip7To Warnin(
A-N Conro" Acion Warnin(
Recei$t N&m+er
O$tion:
Acion A.o!aic
Type N.!eric
Nex Receip N.!/er 1551
Recei0in( In0enory
Acco.n
51755571415755557555
C"o1e +e Recei0in( Opion1 Win&o%
C"o1e +e Or(ani)aion1 %in&o%.
:1 Attac) Organization at Location De'inition
Tie +e Locaion o +e Or(ani)aion
Navigation: In0enory H -e.p H Or(ani)aion1 H Locaion1
*creen: Locaion
*te$:
2ield Name Remar"
Ener D.ery F<11G
Locaion Ener ITXX9LOCATIONK
Exec.e D.ery FCTRL <11G
Go o Ot)er Detail a/
In0enory Or(ani)aion TJJ F Ener or 9ick +e 0a".e fro! LOVG
C"ick on *ave icon
;1 De'ine *&+inventorie
Yo. &efine one or !ore 1./in0enorie1 for eac+ in0enory or(ani)aion. A -./in0enory i1 a p+y1ica" or "o(ica"
(ro.pin( of yo.r in0enoryB 1.c+ a1 ra% !aeria"B fini1+e& (oo&1B &efeci0e !aeria"B or a free)er co!par!en.
Navigation: In0enory H -e.p H Or(ani)aion1 H -./in0enorie1 C+oo1e Or(ani)aion FM1G
*creen: -./in0enorie1 FM1G
Define %o -./ in0enorie1 na!e& TXX9*TORE* an& TXX9*<O%
2ield Name Remar"
In0enory H -e.p H Or(ani)aion1 H -./in0enorie1
C+oo1e Or(ani)aion IM1K fro! +e Li1 of 0a".e1 if a1ke&.
C"ick on Ne%
Na!e TXX9*TORE*
De1cripion TJJ -ore1
D.aniy Tracke& C+eck +e ;ox
A11e -./in0enory C+eck +e ;ox
Deprecia/"e C+eck +e ;ox
Inc".&e in AT9 C+eck +e ;ox
A""o% Re1er0aion C+eck +e ;ox
Nea/"e C+eck +e ;ox
Locaor Conro" Ie! Le0e"
9ickin( Or&er
Inaci0e On
C"ick on *ave icon
2ield Name Remar"
In0enory H -e.p H Or(ani)aion1 H -./in0enorie1
2ield Name Remar"
C+oo1e Or(ani)aion IM1K fro! +e Li1 of 0a".e1 if a1ke&.
C"ick on Ne4
Na!e TXX9*<O%
De1cripion TJJ -+op <"oor
D.aniy Tracke& C+eck +e ;ox
A11e -./in0enory C+eck +e ;ox
Deprecia/"e C+eck +e ;ox
Inc".&e in AT9 C+eck +e ;ox
A""o% Re1er0aion Do no c+eck +e ;ox
Nea/"e C+eck +e ;ox
Locaor Conro" None
9ickin( Or&er
Inaci0e On
C"ick on *ave icon
=1 De'ine *toc" Locator
Locaor1 are opiona" 1r.c.re1 %i+in 1./in0enorie1. Locaor1 !ay repre1en ro%1B ai1"e1B or /in1 in %are+o.1e1. Yo.
can recei0e ie!1 &irec"y ino an& 1+ip ie!1 &irec"y fro! "ocaor1.
Navigation: In0enory H -e.p H Or(ani)aion1 H -ock Locaor1
*creen: -ock Locaor1
2ield Name Remar"
C"ick on +e Ne% ;.on
C"ick on +e LOV
Ro% TJJ <ir1 Ro%
2ield Name Remar"
Rack TJJ <ir1 Rack
;in TJJ <if+ ;in
9roEec Lea0e i /"ank
Ta1k Lea0e i /"ank
De1cripion TJJ -ock Locaor
Type 9ick +e Va".e I-ora(e "ocaorK fro! LOV
-a.1 Aci0e
-./in0enory C+oo1e fro! +e LOV ITJJ C -ore1K
9ickin( or&er Lea0e i /"ank
Inaci0e On Lea0e i /"ank
C"ick on *ave icon
>1 De'ine and &$date &nit o' mea&re clae
Yo. are on +e i!p"e!enaion ea! o 1e .p +e 4OM c"a11e1 an& con0er1ion1 for +e ne% Orac"e 1of%are. 41e yo.r
.niA.e i&enifier TFJJG o 1e .p yo.r 4OM c"a11e1 an& 1a0e yo.r enrie1.
41e yo.r .niA.e i&enifier o 1e .p !."ip"e 4OM1 for yo.r c"a11e1. -e .p 4OM1 for Do)enB Gro11B an& Ca1e an& 1a0e
yo.r enrie1.
Creae 1an&ar& con0er1ion1 for yo.r 4OM in !."ip"e1 of &o)enB (ro11B an& ca1e. A"1o creae an iner7c"a11 con0er1ion.
Navigation: In0enory H -e.p H 4ni of Mea1.re1 H C"a11e1
*creen: 4ni of Mea1.re c"a11e1
Note6 ;e 1.re o a&& a ne% ro% /y c"ickin( on +e Ne4 icon
2ield Name Remar"
Na!e TJJ7DTY
De1cripion TJJ D.aniy C"a11
;a1e 4ni of Mea1.re TJJ7EAC:
4OM EJJ
Inaci0e Dae Lea0e i /"ank
C"ick on *ave icon
?1 De'ine (nit o' .ea&re
Define an& .p&ae .ni1 of !ea1.re .1e& for rackin(B i11.in(B recei0in( an& 1orin( in0enory ie!1.
Navigation: In0enory H -e.p H 4ni of Mea1.re1 H 4ni of Mea1.re1
*creen: 4ni of Mea1.re1
Note6 -cro"" &o%n +e 1creen o fin& +e 4OM Na!e TJJ7EAC:. T+i1 %a1 creae& a.o!aica""y %+en yo.r c"a11 %a1
&efine& a1 a/o0e in 1./ +ea&in( no 3.
2ield Name Remar"
C"ick on Ne4 Icon
Na!e TJJ7Do)en
4OM DJJ
De1cripion TJJ DONEN 4OM
;a1e 4ni NO
C"a11 TJJ7DTY
Inaci0e Dae
2ield Name Remar"
C"ick on +e Ne4 icon
Na!e TJJ7GRO--
4OM GJJ
De1cripion TJJ7GRO-- 4OM
;a1e 4ni Do no c+eck +e /ox
C"a11 TJJ7DTY
Inaci0e Dae
Na!e TJJ7CA-E
4OM CJJ
De1cripion TJJ7CA-E 4OM
;a1e 4ni Do no c+eck +e /ox
C"a11 TJJ7DTY
Inaci0e Dae
0@1 De'ine (nit o' .ea&re Converion
Define an& .p&ae +e con0er1ion1 /e%een +e /a1e .ni of !ea1.re an& o+er .ni1 of !ea1.re %i+in a c"a11.
Navigation: In0enory H -e.p H 4ni of Mea1.re1 H Con0er1ion1
*creen: 4ni of Mea1.re Con0er1ion1
2ield Name Remar"
-ay on +e *tandard a/
2ield Name Remar"
C"ick on Ne4 Icon
4ni TJJ7DONEN
C"a11 TJJ7DTY
Con0er1ion 1$
;a1e 4ni TJJ7EAC:
Inaci0e Dae
4ni TJJ7GRO--
C"a11 TJJ7DTY
Con0er1ion 144
;a1e 4ni TJJ7EAC:
Inaci0e Dae
4ni TJJ7CA-E
C"a11 TJJ7DTY
Con0er1ion $4
;a1e 4ni TJJ7EAC:
Inaci0e Dae
Go o Inter9cla a/
C"ick on Ne4 icon
Ie! A-13#42
;a1e 4ni TJJ7EAC:
2ield Name Remar"
C"a11 TJJ7DTY
Con0er1ion $
;a1e 4ni EAC:
C"a11 D4ANTITY
001 De'ine Tranaction *o&rce Ty$e:
Orac"e In0enory pre&efine1 a "i1 of ran1acion 1o.rce ype1 for yo.. Yo. can a&& !ore 1o.rce ype1 o +i1 "i1 or .p&ae
+e pre&efine& ype1B +o%e0erB yo. canno &e"ee +e pre&efine& ype1. Yo. can a&& 1o.rce ype1 for !i1ce""aneo.1
ran1acion1B iner7or(ani)aion an& 1./in0enory ran1fer1B an& acco.n ran1acion1.
Navigation: In0enory H -e.p H Tran1acion1 H -o.rce Type1
*creen: Tran1acion -o.rce ype1
2ield Name Remar"
C"ick on +e (er a/
C"ick on Ne4 Icon
Na!e TJJ Mainenance Tran1acion1
De1cripion Mainenance Tran1acion1
Type None
Conex Lea0e +e fie"& /"ank
Inaci0e on Lea0e +e fie"& /"ank
2ield Name Remar"
C"ick on +e ave icon
031 De'ine Tranaction Ty$e
Yo. &efine ran1acion ype1 /y co!/inin( ran1acion acion1 an& ran1acion 1o.rce ype1. Yo. &efine ran1acion
1o.rce ype1 in +e Tran1acion -o.rce Type1 %in&o%. Orac"e In0enory pro0i&e1 +e "i1 of ran1acion acion1.
Navigation: In0enory H -e.p H Tran1acion1 H Type1
*creen: Tran1acion Type1
2ield Name Remar"
C"ick on +e (er a/
C"ick on Ne4 Icon
Na!e TJJ Mainenance I11.e1
De1cripion Mainenance I11.e1
-o.rce Type TJJ Mainenance Tran1acion1
Acion I11.e fro! 1ore1
9roEec Do no c+eck +e ;ox
-+ora(e Me11a(e On"ine Do no c+eck +e ;ox
-+ora(e Me11a(e
Noificaion
Do no c+eck +e ;ox
Inaci0e Dae Lea0e i ;"ank
C"ick on Ne4 Icon
Na!e TJJ Mainenance Receip1
De1cripion Mainenance Receip1
-o.rce Type TJJ Mainenance Tran1acion1
2ield Name Remar"
Acion Receip ino 1ore1
9roEec Do no c+eck +e ;ox
-+ora(e Me11a(e On"ine Do no c+eck +e ;ox
-+ora(e Me11a(e
Noificaion
Do no c+eck +e ;ox
Inaci0e Dae Lea0e i ;"ank
061 De'ine Tranaction Reaon
Navigation: In0enory H -e.p H Tran1acion1 H Rea1on1
*creen: Tran1acion Rea1on1
2ield Name Remar"
Na!e TJJ7Trainin(
De1cripion Tran1acion1 &.rin( rainin(
071 De'ine Inter9Organization *)i$$ing Net4or"
Iner7or(ani)aion 1+ippin( ne%ork infor!aion &e1cri/e1 +e re"aion1+ip1 an& acco.nin( infor!aion +a exi11
/e%een a 1+ippin( Ffro!G or(ani)aion +a 1+ip1 in0enory o a &e1inaion FoG or(ani)aion.
Navigation: In0enory H -e.p H Or(ani)aion1 H -+ippin( Ne%ork1
*creen: -+ippin( Ne%ork1
2ield Name Remar"
C"ick on +e 2ind ;.on
-ay on +e .ain Ta/
Or(ani)aion
fro!
M1
Or(ani)aion o TJJ
Tran1fer Type Inran1i
<O; C+oo1e Recei$t
E"e!ena"
Vi1i/i"iy
ena/"e&
Do no c+eck +e /ox
Receip Ro.in( -an&ar&
Inerna" Or&er
reA.ire&
Do no c+eck +e /ox
Man.a" receip
a Expen1e
&e1inaion
Do no c+eck +e /ox
C"ick on +e Tran'er8 Ditance Ta/
Tran1fer C+ar(e
Type
9re&efine&
Defa."1 fro! Or(ani)aion 9ara!eer1 F Yo. can c+an(e +i1 0a".e fro!
LOVQ1G
R Defa."1 fro! Or(ani)aion F Or ener a percena(e 0a".eG
2ield Name Remar"
C"ick on %rimary Acco&nt Ta/
C+eck %+e+er a"" acco.n1 +a0e &efa."e& fro! Or(ani)aion para!eer1
C"ick on *econdary Acco&nt Ta/
C"ick on Intranit Acco&nt Ta/
C"ick on *ave icon
0:1 De'ine Item
Navigation: In0enory H Ie!1 H Ma1er Ie!1
*creen: Ma1er Ie!1 FV1G
A1 De'ine item +y co$ying 'rom Item tem$late
2ield Name Remar"
Ie! TJJ715551555
De1cripion TJJ 9.rc+a1e& Ie!
-ay on .ain Ta/
4ni of Mea1.re6
9ri!ary
41e &efa." IEac)K
2ield Name Remar"
41er Ie! ype Oeep +e c.r1or on (er Item Ty$e an& c"ick on Tool Men.
C"ick on Co$y 2rom
Te!p"ae C+oo1e A%&rc)aed Item fro! LOV
C"ick on A$$ly an& Done
41er Ie! ype -+o%1 no% a1 I9.rc+a1e& Ie!K
C"ick on *ave icon
C"ick on all ta+ an& re0ie% +e ari/.e1
/1 De'ine item +y co$ying 'rom e#iting item1
2ield Name Remar"
Ie! TJJ715551551
De1cripion TJJ 9.rc+a1e& Ie!
-ay on .ain Ta/
4ni of Mea1.re6
9ri!ary
41e &efa." IEac)K
41er Ie! ype Oeep +e c.r1or on (er Item Ty$e an& c"ick on Tool Men.
C"ick on Co$y 2rom
Ie! C+oo1e TXX90@@@0@@@ fro! LOV
C"ick on A$$ly an& Done
41er Ie! ype -+o%1 no% a1 I9.rc+a1e& Ie!K
C"ick on *ave icon
C"ick on all ta+ an& re0ie% +e ari/.e1
C1 Aign item to C)ild Organization1
2ield Name Remar"
c"ick on Tool Men. %+i"e 1ayin( on ie! TXX90@@@0@@0
C"ick on Organization Aignment
A11i(ne& C+eck +e /ox a(ain1 or(ani)aion I.0K
C+eck +e /ox a(ain1 or(ani)aion ITXXK
C"ick on *ave icon
Repea +e 1a!e 1ep1 for ie! ITXX90@@@0@@@K an& a11i(n M1 an& TJJ
D1 Revie4 Categorie aigned to item1
2ield Name Remar"
c"ick on Tool Men. %+i"e 1ayin( on ie! TXX90@@@0@@@
C"ick on Categorie
Ie! TJJ715551555
Cae(ory -e 9.rc+a1in(
Conro" Le0e" Ma1er
Cae(ory Defa." I.I*C1.I*CK
C"ick on LOV o 1e"ec 0a".e1 for Item category an& CommodityB if ie!
/e"on(1 o &ifferen cae(ory
Cae(ory -e In0enory
Conro" Le0e" Or(
Cae(ory Defa." INE!1.I*CK
2ield Name Remar"
C"ick on LOV o 1e"ec 0a".e1 for 2amily an& ClaB if ie! /e"on(1 o &ifferen
cae(ory
C"ick on *ave icon
Repea +e 1a!e 1ep1 for ie! ITXX90@@@0@@0K an& Re0ie% Cae(orie1
a11i(n!en.
0;1 De'ine Item Relation)i$
Yo. can &efine re"aion1+ip1 /e%een ie!1. T+i1 a""o%1 yo. o 1earc+ for ie!1 +ro.(+ +e1e re"aion1+ip1. Excep in
Orac"e 9.rc+a1in(B +e1e re"aion1+ip1 are for inA.iry an& reporin( p.rpo1e1 on"y.
Item Relation)i$ 4it) Oracle %&rc)aing
Wi+in Orac"e 9.rc+a1in( yo. can &efine accepa/"e 1./1i.e ie!1 for recei0in(. Yo. !.1 &efine a "i1 of 1./1i.e1
/efore yo. recei0e a 1./1i.e ie! in p"ace of an ori(ina""y or&ere& ie!.
Attention: If yo. recei0e a 1./1i.e ie!B yo. !.1 +a0e pre0io.1"y &efine& a .ni of !ea1.re con0er1ion /e%een +e
.ni of !ea1.re on +e p.rc+a1e or&er an& +e .ni of !ea1.re on +e receip.
Navigation: In0enory H Ie!1 H Ie! Re"aion1+ip1
*creen: Ie! Re"aion1+ip1 FV1G
C"ick on Ne4 icon.
2rom item To Item Ty$e Reci$rocal
TJJ715551555 TJJ715551551 -./1i.e C+eck +e ;ox
Click on SAVE icon.
0=1 De'ine Cro re'erence Ty$e
Navigation: In0enory H Ie!1 H Cro11 Reference1
*creen: Cro11 reference Type1
Cro117reference ype1 &efine re"aion1+ip1 /e%een ie!1 an& eniie1 1.c+ a1 o"& ie! n.!/er1 or 1.pp"ier ie!
n.!/er1.
<or exa!p"eB yo. can creae a cro117reference ype O"& o rack +e o"& ie! n.!/er1B an& a ype -.pp"ier o rack
1.pp"ier par n.!/er1

Ty$e Decri$tion Inactive On
C"ick on Ne4 icon
TJJ -./1i.e TJJ -./1i.e N8A
C"ick on *ave icon
C"ick on Aign ;.on
Item A$$lica+le to All
Organization
Org Val&e Decri$tion
TJJ715551555 C+eck +e ;ox N8A TJJ715555555 O"& -.pp"ier Ie!
C"ick on *ave icon
C"o1e +e %in&o%.
0>1 De'ine C&tomer item and Cro Re'erence
41e +e C.1o!er Ie!1 -.!!ary an& C.1o!er Ie!1 Deai" %in&o%1 o &efine an& .p&ae c.1o!er ie!1. Yo. can
o(("e /e%een +e1e %in&o%1 %i+ +e -.!!ary8Deai" opion in +e Go opion on +e Too"/ar. Yo. can cro11 reference
c.1o!er ie!1 o yo.r Orac"e In0enory ie!1 o 1.ppor proce11in( or&er1 an& 1+ip!en1
Navigation: In0enory H Ie!1 H C.1o!er Ie!1 H C.1o!er Ie!1
*creen: C.1o!er Ie!1 -.!!ary FV1G
2ield Name Remar"
C"ick on Ne4 icon
-ay on Commodity Ta/
C.1o!er Na!e C+oo1e IA. C. Ne%ork1K fro! LOV
C.1o!er ie! Ener ICJJ7ACNT551
Le0e"6 C.1o!er 41e &efa.". ;ox i1 c+ecke&.
Co&e <ini1+e& Goo&
De1cripion De1cripion Defa."1
C"ick on *ave icon
C"ick on ICro Re'erenceK ;.on
C.1o!er Ie! CJJ7ACNT551 &efa."1
Ie! TJJ715551555
Ie! De1cripion Defa."1 fro! Ie! Ma1er
Rank 1
Aci0e Lea0e +e &efa.". F C+ecke&G
C"ick on *ave icon
C"o1e +e %in&o%.
0?1 Item Tranaction De'a&lt
41e +i1 for! o &efine a &efa." 1./in0enory an&8or "ocaor for an ie! for 1+ippin(B recei0in(B an& !o0e or&er
ran1acion1.
Navigation: In0enory H -e.p H Tran1acion1 H Ie! Tran1acion Defa."1
*creen: Ie! Tran1acion Defa."1
2ield Name Remar"
C"ick on Ne4 icon
*&+inventorie
Ta+
Ie! TJJ715551555
Decri$tion Defa."1 fro! Ie! Ma1er
Defa." for Receiving
-./in0enory -ore1
Ta+ to go to t)e ne#t line
Ie! TJJ715551555
Decri$tion Defa."1 fro! Ie! Ma1er
Defa." for .ove order Recei$t
-./in0enory -ore1
C"ick on *ave icon
Locator Ta+ %leae do t)e ame te$ a a+ove i' Locator Control i ena+led 'or
t)i Item to de'ine Locator along 4it) *&+ inventory1
3@1 Deletion Gro&$
-e .p (ro.p1 of eniie1 o c+eckB &e"ee an& opiona""y arc+i0e. Eniie1 can inc".&e ie!1B /i""1 of !aeria"B co!ponen1B
ro.in(1B or operaion1.
Navigation: In0enory H Ie!1 H De"ee ie!1
*creen: De"eion (ro.p1
2ield Name Remar"
Gro.p TJJ7DG
Type Ie!
De1cripion TJJ7De"eion Gro.p
Eniie1 o De"ee -ay on +e Detail a/
Ie! TJJ715551555
De1cripion Defa."1
Or(ani)aion Defa."1
Type Defa."1
A"ernae
C"ick on *ave icon
C"ick on IDe"ee Gro.pK ;.on. Conc.rren reA.e1
%i"" /e fire&. Vie% +e 1a.1 of +e conc.rren
reA.e1 o Co!p"ee.
Afer 1.cce11f." co!p"eionB D.ery +e De"eion
Gro.p ITJJ7DGK
C"ick on +e Ire&ltK a/
Re1."1 -a.1 -+o%1 a1 IDeletedK if no reference1 are fo.n&
a(ain1 +e ie!.
C"o1e +e %in&o%.
Ie! D.ery Open +e Ma1er Ie! an& D.ery +e ie! TJJ7
15551555
C"ick on Tool Men. an& -e"ec Organization
2ield Name Remar"
Aignment
Noice +a Or(ani)aion a11i(n!en o yo.r
or(ani)aion in %+ic+ ie! i1 &e"ee& i1 .na11i(ne&
fro! +e Or(ani)aion.
C"o1e +e %in&o%.
301 De'ining Item Attri+&te Control level
Navigation: In0enory H -e 4p H Ie!1 H Ari/.e Conro"1
*creen: Ie! Ari/.e Conro"1
Yo. can c+oo1e /e%een cenra"i)e& an& &ecenra"i)e& conro" of ie! ari/.e1. T+e conro" "e0e" yo. &efine for an
ari/.e app"ie1 o a"" ie!1. Definin( ari/.e conro"1 &oe1 no &eer!ine +e 0a".e of an ari/.eB on"y +e "e0e" a %+ic+
i i1 conro""e&. Yo. a11i(n 0a".e1 o +e ari/.e1 %+en yo. &efine an ie!.
L.1 re0ie% +e Ari/.e conro"1B %+ic+ +a0e on"y %o 0a".e1 of conro"6
1. Ma1er Le0e"
$. Or(ani)aion Le0e"
;e"o% are 1e .p a1 per +e /.1ine11 reA.ire!en1.
Gro.p Na!e Ari/.e Na!e Conro""e& a
Main 2 Ari/.e1 Ma1er or Or( "e0e"
In0enory $, Ari/.e1 Ma1er or Or( "e0e"
;i""1 of Maeria" 4 Ari/.e1 Ma1er or Or( "e0e"
Co1in( * Ari/.e1 Ma1er or Or( "e0e"
A11e Mana(e!en * Ari/.e1 Ma1er or Or( "e0e"
9.rc+a1in( $' Ari/.e1 Ma1er or Or( "e0e"
Recei0in( 15 Ari/.e1 Ma1er or Or( "e0e"
9+y1ica" Ari/.e1 $5 Ari/.e1 Ma1er or Or( "e0e"
Genera" 9"annin( 1# Ari/.e1 Ma1er or Or( "e0e"
M9-8MR9 9"annin( $' Ari/.e1 Ma1er or Or( "e0e"
Lea& Ti!e1 3 Ari/.e1 Ma1er or Or( "e0e"
Work In 9roce11 2 Ari/.e1 Ma1er or Or( "e0e"
Or&er Mana(e!en $5 Ari/.e1 Ma1er or Or( "e0e"
In0oicin( , Ari/.e1 Ma1er or Or( "e0e"
-er0ice 1, Ari/.e1 Ma1er or Or( "e0e"
We/ Opion ' Ari/.e1 Ma1er or Or( "e0e"
La+ e#ercie on attri+&te control
*creen: Ma1er Ie!1 FV1G
2ield Name Remar"
-ay on .ater Item 1creen
C"ick on Vie4 !en.. -e"ec IB&ery +y E#am$leK an& IEnterK
Ie! Ener A*:7>>>
C"ick on Vie4 !en.. -e"ec IB&ery +y E#am$leK an& IR&nK
A-*4333 ie! Di1p"ay1
An4er t)e 'ollo4ing B&erie
B&etion An4er C Ye D No E
1. W+a i1 +e 1a.1 of +i1 ie!S
$. Can I +a0e a ;OM for +i1 ie!S
'. Can I /.i"& +i1 ie! in WI9S
4. Can a c.1o!er or&er +i1 ie!S
*. Can I in0oice a c.1o!er for +i1 ie!S
,. Can I or&er +i1 ie! inerna""y fro! ano+er or(ani)aion in !y co!panyS
B&etion An4er C Ye D No E
2. I1 +i1 ie! ran1aca/"e in in0enoryS
3. Can I p.rc+a1e +i1 ie! fro! a 1.pp"ierS
#. Can I 1ock +i1 ie! in in0enoryS
15. In +o% !any or(ani)aion1 can +i1 par /e .1e&S
:in6 F C"ick on Tool !en.B -e"ec Organization AignmentG
331 De'ine Item *tat&
Yo. can .1e 1a.1e1 o pro0i&e &efa." 0a".e1 for cerain ie! ari/.e1 o conro" +e f.nciona"iy of an ie!. W+en yo.
.p&ae +e 0a".e1 for a 1a.1B a"" ie!1 o %+ic+ i i1 a11i(ne& are a"1o .p&ae&.
Navigation: In0enory H -e .p H Ie!1 H -a.1 Co&e1
*creen: Ie! -a.1
2ield Name Remar"
-a.1 TJJ7-a.1
De1cripion Ie! 1a.17C.1o!er Or&er an& In0oicin( 9en&in(
Inaci0e Dae N8A
*tat& Attri+&te Val&e Val&e
;OM A""o%e& C)ec" t)e /o# Defa."1 0a".e
*tat& Attri+&te Val&e Val&e
;.i"& in WI9 C)ec" t)e /o# Defa."1 0a".e
C.1o!er Or&er ena/"e& Do not C)ec" t)e /o# Defa."1 0a".e
Inerna" Or&er ena/"e& C)ec" t)e /o# Defa."1 0a".e
In0oice ena/"e& Do not C)ec" t)e /o# Defa."1 0a".e
Tran1aca/"e C)ec" t)e /o# Defa."1 0a".e
9.rc+a1a/"e C)ec" t)e /o# Defa."1 0a".e
-ocka/"e C)ec" t)e /o# Defa."1 0a".e
C"ick on *ave icon
Notice t)e e''ect o' item tat& code +y doing t)e 'ollo4ing te$:
*creen: Ma1er Ie!1
2ield Name Remar"
-ay on .ater Item 1creen
C"ick on Vie4 !en.. -e"ec IB&ery +y E#am$leK an& IEnterK
Ie! Ener TXX90@@@0@@0
C"ick on Vie4 !en.. -e"ec IB&ery +y E#am$leK an& IR&nK
TJJ715551551 ie! Di1p"ay1
-ay on .ain Ta/
Ie! -a.1 Noice +a 1a.1 i1 active. C+eck for ari/.e1 IC.1o!er Or&er1 ena/"e&K in
Order .anagement a/ an& IIn0oice ena/"e&K in Invoicing a/. T+ey are
ena/"e& an& c+ecke&..
2ield Name Remar"
Go o .ain Ta/
Ie! -a.1 C+an(e +e Ie! 1a.1 fro! IActiveK o ITXX9*tat&K
C+eck for ari/.e1 IC.1o!er Or&er1 ena/"e&K in Order .anagement a/ an&
IIn0oice ena/"e&K in Invoicing a/. T+ey are &i1a/"e& an& .nc+ecke&.
361 Item Tem$late
A e!p"ae i1 a &efine& 1e of ari/.e 0a".e1. W+en yo. app"y a e!p"ae o an ie!B yo. o0er"ay or &efa." in +e 1e of
ari/.e 0a".e1 o +e ie! &efiniion.
Yo. can app"y +e 1a!e or &ifferen e!p"ae1 o an ie! !."ip"e i!e1. T+e !ore recen ari/.e 0a".e1 Ffro! +e "a1
e!p"ae app"ie&G o0erri&e pre0io.1 0a".e1 .n"e11 +e pre0io.1 0a".e i1 no .p&aa/"e Ffor exa!p"eB +e 9ri!ary 4ni of
Mea1.reB %+ic+ i1 ne0er .p&aa/"eG.
*creen: Ma1er Ie!1
Enter t)e 2ollo4ing:
Na!e TJJ71555155$
De1cripion Copyin( Ie! ari/.e1 fro! Ie! Te!p"ae
Go o FMG Too"1 H Copy <ro!
*creen: Copy <ro!
*elect t)e 2ollo4ing:
Te!p"ae TXX9Item Tem$late FDefine& in +e c"a11G
9re11 F;G Done
*creen: Ma1er Ie!1
O+erve t)e 2ollo4ing:
Region 2ield Name Val&e
.ain
41e Ie! Type 9.rc+a1e& Ie!
Ie! -a.1 Aci0e
Con0er1ion1 7 ;o+ Ye1
%&rc)aing
9.rc+a1e& Ye1
9.rc+a1a/"e Ye1
A""o% De1cripion 4p&ae Ye1
R<D ReA.ire& Ye1
Taxa/"e No
Receip ReA.ire& Ye1
;.yer Ener Defa." ;.yer Na!e +ere
Li1 9rice Ener +e "i1 price o &efa." on 9O
Invoicing
In0oicea/"e Ie! Ye1
In0oice Ena/"e& Ye1
-a"e1 Acco.n C+oo1e -a"e1 Acco.n fro! LOV
-a0e yo.r %ork. FCr" T -G
371 De'ine Category Code
Yo. can &efine an .n"i!ie& n.!/er of cae(orie1 an& (ro.p 1./1e1 of yo.r cae(orie1 ino cae(ory 1e1. A cae(ory
can /e"on( o !."ip"e cae(ory 1e1. Yo. can a11i(n a cae(ory o a cae(ory 1e ei+er a +e i!e yo. &efine a cae(ory
1e or a +e i!e yo. a11i(n an ie! o +e cae(ory.
A cae(ory i1 a "o(ica" c"a11ificaion of yo.r ie!1.
*te$ 0: Enter t)e ne4 val&e 'or F2amilyG and FClaG 5ey *egment
Navigation: In0enory H -e.p H <"exfie"&1 H Oey H Va".e1
*creen: <in& Oey <"exfie"& 1e(!en
2ind Val&e /y
Oey <"exfie"& C+eck +e /ox
App"icaion Orac"e In0enory
Ti"e Ie! Cae(orie1
-r.c.re Ie! Cae(orie1
-e(!en C+oo1e I2amilyK
C"ick on +e 2ind ;.on
-creen *egment Val&e -ay on +e Val&e8 E''ective Ta/
C"ick on Ne4 icon
Va".e Ener ILA9TO9K
Tran1"ae& 0a".e 41e +e &efa."
De1cripion Lapop
C"ick on Ne4 icon
Va".e Ener IGIVEAWAY-K
De1cripion Gi0ea%ay1
C"o1e +e %in&o%.
2ind Val&e /y
Ti"e Ie! Cae(orie1
-e(!en C+oo1e IClaK
In&epen&en Va".e C+oo1e ILA%TO%K
C"ick on 2ind ;.on
C"ick on Ne4 icon
Va".e Ener ITO*<I/AK
De1cripion To1+i/a
C"ick on Ne4 icon
Va".e Ener IDELLK
De1cripion De""
C"o1e +e %in&o%.
2ind Val&e /y
Ti"e Ie! Cae(orie1
-e(!en C+oo1e IClaK
In&epen&en Va".e C+oo1e IGIVEA!AY*K
C"ick on 2ind ;.on
C"ick on Ne4 icon
Va".e Ener IC(%*K
De1cripion C.p1
C"ick on Ne4 icon
Va".e Ener I/AG*K
De1cripion ;a(1
C"o1e +e %in&o%.
*te$ 3: Create t)e Category Code 4it) ne4 val&e de'ined a+ove
Navigation: In0enory H -e.p H Ie! H Cae(orie1 H Cae(ory Co&e1
*creen: Cae(orie1
C"ick on ne4 ;.on
*tr&ct&re Name Category Decri$tion Inactive on
C+oo1e IItem
CategorieK fro! LOV
LA9TO9.DELL De"" Lapop
Ie! Cae(orie1 LA9TO9.TO-:I;A To1+i/a Lapop
Ie! Cae(orie1 GIVEAWAY-.C49- Gi0e a%ay C.p1
Ie! Cae(orie1 GIVEAWAY-.;AG- Gi0e a%ay ;a(1
C"ick on *ave icon an& c"o1e +e Win&o%.
3:1 Category *et
A cae(ory 1e i1 a 1e or (ro.p of cae(orie1.
Eac+ f.nciona" area 0i). 9.rc+a1in(B In0enoryB Co1in(B Or&er enry can +a0e a 1eparae &efa." Cae(ory 1e.
Yo. can .1e cae(orie1 an& cae(ory 1e1 o (ro.p ie!1 for 0ario.1 repor1 an& pro(ra!1.
Navigation: -e.p H Ie!1 H Cae(orie1 H Cae(ory -e1
*creen: Cae(ory -e1
2ield Name Val&e
C"ick on FMG Vie4 B 1e"ec IB&ery +y e#am$leK an& Enter
Na!e Ener IInv1ItemK
C"ick on FMG Vie4 B 1e"ec IB&ery +y e#am$leK an& R&n
IInv1ItemK Cae(ory -e &i1p"ay1
Na!e In0.Ie!1
De1cripion In0enory Cae(ory -e
<"ex -r.c.re Ie! Cae(orie1
Conro""e& A Or( Le0e"
Defa." Cae(ory NEW.MI-C
Enforce Va"i& Cae(ory Ye1
Li1 of Va"i& Cae(ory Ener ;e"o% 0a".e1 %+ic+ are creae& /y yo. in a/o0e 1e11ion
C"ick on Ne4 icon
LA9TO9.DELL
LA9TO9.TO-:I;A
GIVEAWAY-.C49-
GIVEAWAY-.;AG-
C"ick on *ave icon
3;1 De'ine Item and Aign Ne4ly De'ined Categorie
Navigation: Ie!1 H Ie! Ma1er
*creen: Ma1er Ie!
Na!e TJJ715551554
De1cripion De"" "apop C Cae(ory A11i(n!en
*creen: Copy <ro!
Te!p"ae 9.rc+a1e& Ie!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
%&rc)aing
9.rc+a1e& Ye1
9.rc+a1a/"e Ye1
A""o% De1cripion 4p&ae Ye1
R<D ReA.ire& Ye1
Taxa/"e No
Receip ReA.ire& Ye1
;.yer Ener Defa." ;.yer Na!e +ere
Li1 9rice Ener +e "i1 price o &efa." on 9O
Invoicing
In0oicea/"e Ie! Ye1
In0oice Ena/"e& Ye1
-a"e1 Acco.n C+oo1e -a"e1 Acco.n fro! LOV
Main 9ri!ary 4ni of Mea1.re Eac+
Expen1e Acco.n C+oo1e Expen1e Acco.n fro! LOV
Go o C.E Tool H Categorie
*creen: Cae(ory A11i(n!en -creen
Category *et Category
In0.Ie!1 T+e &efa." i1 NEW.MI-C -e"ec yo.r cae(ory ILA%TO%1DELLK
%leae De'ine t)e 'ollo4ing item a $er t)e te$ 'ollo4ed in a+ove eion:
La+ E#ercie: 0
Na!e TJJ71555155*
De1cripion To1+i/a "apop C Cae(ory A11i(n!en
Copy fro! Te!p"ae6 U9.rc+a1e&
In0.Ie!1 T+e &efa." i1 NEW.MI-C -e"ec yo.r cae(ory ILA%TO%1TO*<I/AK
La+ E#ercie: 3
Na!e TJJ71555155,
De1cripion Gi0ea%ay C.p1 C Cae(ory A11i(n!en
In0.Ie!1 T+e &efa." i1 NEW.MI-C -e"ec yo.r cae(ory IGIVEA!AY*1C(%*K
La+ E#ercie: 6
Na!e TJJ715551552
De1cripion Gi0ea%ay ;a(1 C Cae(ory A11i(n!en
In0.Ie!1 T+e &efa." i1 NEW.MI-C -e"ec yo.r cae(ory IGIVEA!AY*1/AG*K
3=1 Locator Controlled Item
*te$ 0: De'ine a ne4 item 4it) Locator control ena+led a I%re$eci'iedK
*creen: Ma1er Ie!
Na!e TJJ715551553
De1cripion 9.rc+a1e& Ie! C Locaor Conro""e&
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Inventory
Locaor Conro" C+oo1e I%re$eci'iedK
%&rc)aing Li1 9rice 15
*ave yo&r 4or"1 CCtrl I *E
Go o FMG Too"1 H Or(ani)aion A11i(n!en
*creen: Or(ani)aion A11i(n!en
A11i(n Ie!6 TXX90@@@0@@> o .08 .3 an& TXX Or(ani)aion
C"ick on *ave icon
*te$ 3: %er'orm a .icellaneo& Tranaction 4it) t)e item de'ined a+ove
Navigation: In0enory H Tran1acion1 H Mi1ce""aneo.1 Tran1acion FC+oo1e .0 Or(G
*creen: Mi1ce""aneo.1 Tran1acion FM1G
;efore perfor!in( a !i1ce""aneo.1 ran1acionB p"ea1e c+eck %+e+er yo.r acco.nin( perio&1 for M1 or(ani)aion are
open
Navigation: In0enory H Acco.nin( C"o1e Cyc"e H In0enory Acco.nin( perio&1 FC+eck %+e+er 9erio& in %+ic+
yo. are ran1acin( i1 openG
Tranaction
Dae Defa."1 o To&ay?1 &ae
Type C+oo1e I.icellaneo& Recei$tK
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Tranaction line C"ick on Tranaction Line ;.on
Ie! TXX90@@@0@@>
-./in0enory -ore1
Locaor 1.1.1
D.aniy 155
Acco.n 517*3572245755557555
C"ick on *ave icon
C"o1e +e %in&o%1.
*te$ 6: Vie4 t)e On <and B&antity
Navigation: In0enory H On :an&B A0ai"a/i"iy H On C :an& D.aniy
*creen: <in& On7:an& D.aniie1 FM1G
C+oo1e M1 Or(ani)aion
Or(ani)aion M1
Ie! TJJ715551553
De1cripion Defa."1 fro! ie! Ma1er
Di$lay
Deai"e& C+eck +e ;ox
C"ick on 2ind ;.on
Deai"e& On7:an& D.aniie1 %in&o% open1
O+erve t)e 'ollo4ing detail
Or(ani)aion M1
Ie! TJJ715551553
-./in0enory -ore1
4OM Ea
Locaor 1.1.1..
On7:an& Dy 155
C"o1e +e Win&o%.
3>1 Reviion Controlled Item
*te$ 0: De'ine a ne4 item 4it) Reviion control ena+led
*creen: Ma1er Ie!
Na!e TJJ71555155#
De1cripion 9.rc+a1e& Ie! C Re0i1ion Conro""e&
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Inventory
Re0i1ion Conro" C+eck +e /ox o ena/"e re0i1ion Conro" on +i1 ie!
A11i(n Ie!6 TXX90@@@0@@? o .0 .3 an& TXX Or(ani)aion
C"ick on *ave icon
Tranaction
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@@?
Re0i1ion C+oo1e IAK fro! LOV
-./in0enory -ore1
D.aniy 155
Acco.n 517*3572245755557555
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ71555155#
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ71555155#
-./in0enory -ore1
4OM Ea
Re0i1ion A
On7:an& Dy 155
C"o1e +e Win&o%.
3?1 Lot Controlled Item
*te$ 0: De'ine a ne4 item 4it) Lot control ena+led
*creen: Ma1er Ie!
Na!e TJJ715551515
De1cripion 9.rc+a1e& Ie! Lo Conro""e&
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Inventory
Lo Conro" C+oo1e I2&ll ControlK
Lo -arin( 9refix LOT
Lo -arin( N.!/er 551
A11i(n Ie!6 TXX90@@@0@0@ o .0 an& TXX Or(ani)aion
C"ick on *ave icon
Tranaction
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@0@
-./in0enory -ore1
D.aniy 155
4OM Ea
Lo Lea0e ;"ank
Acco.n 517*3572245755557555
C"ick on Lot D *erial ;.on
*creen: Lot Entry C.0E C"ick on IGenerateK ;.on
Lo Lo n.!/er &i1p"ay1 a1 per +e 9ara!eer1 1e .p in Or(.
I -xxxxxK or ILOTxxxK
Dy *5
C"ick on IGenerateK ;.on
Lo Lo n.!/er &i1p"ay1 a1 per +e 9ara!eer1 1e .p in Or(.
I -xxxxxK or ILOTxxxK
Dy *5
C"ick on Done /.on
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ715551515
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ715551515
-./in0enory -ore1
4OM Ea
On7:an& Dy 155
Lot On9<and B&antitie
C.0E , TXX90@@@0@0@
*creen A$$ear
O+erve t)e +elo4:
Lo -xxxx
Dy *5
Lo -xxxx
Dy *5
C"o1e +e Win&o%1.
6@1 *erial Controlled Item
*te$ 0: De'ine a ne4 item 4it) Lot control ena+led
*creen: Ma1er Ie!
Na!e TJJ715551511
De1cripion 9.rc+a1e& Ie! -eria" Conro""e&
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Inventory
-eria" Generaion C+oo1e IAt Recei$tK
-eria" -arin( 9refix -C
-eria" -arin( N.!/er 55551
A11i(n Ie!6 TXX90@@@0@00 o .08 .3 an& TXX Or(ani)aion
C"ick on *ave icon
Tranaction
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@00
-./in0enory -ore1
D.aniy 155
4OM Ea
Acco.n 517*3572245755557555
*creen: *erial Entry
C.0E a$$ear
-eria" N.!/er enry
Mo&e
Ran(e C+eck +e ;ox. F41e +e &efa."G
-ar -eria" N.!/er -C55551
En& -eria" N.!/er -C55155
C"ick on Done /.on
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ715551511
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ715551511
-./in0enory -ore1
4OM Ea
On7:an& Dy 155
*erial O< B&antitie
C.0E , TXX90@@@0@00
*creen A$$ear
O+erve t)e +elo4:
-eria" *C@@@@0 o *C@@0@@ appear1
C"o1e +e Win&o%1.
601 Reviion D Locator D Lot D *erial Controlled Item
*te$ 0: De'ine a ne4 item 4it) Reviion D Locator D Lot D *erial control ena+led
*creen: Ma1er Ie!
Na!e TJJ71555151$
De1cripion 9.rc+a1e& Ie! Re0i1ion 8 Locaor 8 Lo 8 -eria" conro" ena/"e&
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Inventory
Locaor Conro" C+oo1e I%re$eci'iedK
Re0i1ion Conro" C+eck +e /ox o ena/"e re0i1ion Conro" on +i1 ie!
Lo Conro" C+oo1e I2&ll ControlK
Lo -arin( 9refix LT
Lo -arin( N.!/er 551
-eria" Generaion C+oo1e IAt Recei$tK
-eria" -arin( 9refix -C
-eria" -arin( N.!/er 55551
A11i(n Ie!6 TXX90@@@0@03 o .0 an& TXX Or(ani)aion
C"ick on *ave icon
Tranaction
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@03
Re0i1ion C+oo1e IAK
-./in0enory -ore1
4OM Ea
Locaor 1.1.1
D.aniy 155
*creen: Lot Entry C.0E
a$$ear
C"ick on IGenerateK /.on
Lo LOT551 Appear1
Dy Ener I:@K an& Ta/
C"ick on IGenerateK /.on
Lo LOT55$ Appear1
Dy Ener I:@K
-ay on LOT551 Line
C"ick on *erial ;.on
C.0E a$$ear
-eria" N.!/er enry
Mo&e
-ar -eria" N.!/er Ener I-C55551K an& 9re11 Ta/
En& -eria" N.!/er -C555*5 F Appear1G
C"ick on Done /.on
-ay on LOT55$ Line
C"ick on *erial ;.on
C.0E a$$ear
-eria" N.!/er enry
Mo&e
-ar -eria" N.!/er Ener I-C555*1K an& 9re11 Ta/
En& -eria" N.!/er -C55155 F Appear1G
C"ick on Done /.on
C"ick on Done /.on
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ71555151$
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ71555151$
-./in0enory -ore1
Re0i1ion A
4OM Ea
Locaor 1.1.1
On7:an& Dy 155
Lot O< B&antitie C.0E
, TXX90@@@0@038 A
*creen A$$ear
O+erve t)e +elo4:
Lo LOT551
Dy *5
Lo LOT55$
Dy *5
-ay on LOT@@0 Line
C"ick on I*erialK ;.on
*erial O< B&antitie
C.0E , TXX90@@@0@038 A
*creen A$$ear
-eria" -C55551 o -C555*5 Appear1. C"o1e +e %in&o%
-ay on LOT@@3 Line
C"ick on I*erialK ;.on
*erial O< B&antitie
C.0E , TXX90@@@0@038 A
*creen A$$ear
-eria" -C555*1 o -C555155 Appear1
C"o1e +e Win&o%1.
631 .icellaneo& Tranaction
Wi+ a !i1ce""aneo.1 ran1acion yo. can i11.e !aeria" o or recei0e !aeria" fro! (enera" "e&(er acco.n1 in yo.r
c.rren or(ani)aion. T+i1 a""o%1 yo. o i11.e !aeria" o (ro.p1 +a are no in0enoryB recei0in(B or %ork in proce11 1.c+
a1 a re1earc+ an& &e0e"op!en (ro.p or an acco.nin( &epar!en. Yo. can a"1o !ake !an.a" a&E.1!en1 o +e
(enera" "e&(er /y recei0in( !aeria" fro! one acco.n o in0enoryB an& +en i11.in( +a !aeria" fro! in0enory o
ano+er acco.n.
Yo. can .1e yo.r .1er7&efine& ran1acion ype1 an& 1o.rce1 o f.r+er c"a11ify an& na!e yo.r ran1acion1. Yo. can .1e
+i1 fea.re o i11.e ie!1 o in&i0i&.a"1B &epar!en1B or proEec1Q or o i11.e &a!a(e& ie!1 o expen1e acco.n1 1.c+
a1 1crap. Yo. can perfor! +e receip1 for ie!1 +a %ere acA.ire& /y !ean1 o+er +an a p.rc+a1e or&er fro! a
1.pp"ier. Yo. can a"1o .1e +i1 fea.re o "oa& a"" ie! on7+an& A.aniie1 %+en yo. 1ar i!p"e!enin( Orac"e In0enory.
We +a0e 1een .icellaneo& Recei$t in +e a/o0e 1e11ion1. T+ere are o+er ype1 of Mi1ce""aneo.1 ran1acion1
%+ic+ are6
01 .icellaneo& I&e1
31 Acco&nt Aliae I&e D Recei$t1
*te$ 0: %er'orm .icellaneo& I&e item TXX90@@@0@@> 4)oe c&rrent on <and -ty i 0@@
Tranaction
Type C+oo1e I.icellaneo& I&eK
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@@>
-./in0enory -ore1
Locaor 1.1.1
D.aniy 45
Acco.n 517*3572245755557555
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ715551553
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ715551553
-./in0enory -ore1
4OM Ea
Locaor 1.1.1..
On7:an& Dy ,5 FDep"ee& o ,5 fro! ear"ier on :an& 155G
C"o1e +e Win&o%.
661 De'ine Acco&nt Aliae
An acco.n a"ia1 i1 an ea1i"y reco(ni)e& na!e or "a/e" repre1enin( a (enera" "e&(er acco.n n.!/er. Yo. can 0ie%B
reporB an& re1er0e a(ain1 an acco.n a"ia1. D.rin( a ran1acionB yo. can .1e +e acco.n a"ia1 in1ea& of an acco.n
n.!/er o refer o +e acco.n.
Navigation: In0enory H -e 4p H Acco.n A"ia1e1 FC+oo1e M1 Or(ani)aionG
*creen: Acco.n A"ia1e1 FM1G
2ield Name Val&e
C"ick on Ne4 Icon
A"ia1 TJJ7MI-C7TRAN-ACTION
De1cripion TJJ7MI-C7TRAN-ACTION
Acco.n 517*$572245755557555
Effeci0e On To&ay?1 Dae &efa."1
C"ick on *ave icon
671 Acco&nt Alia Recei$t
*te$ 0: %er'orm Acco&nt Alia Recei$t 'or item TXX90@@@0@@> 4)oe c&rrent on <and -ty i ;@
Tranaction
Type C+oo1e IAcco&nt alia recei$tK
-o.rce C+oo1e TJJ7MI-C7TRAN-ACTION
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@@>
-./in0enory -ore1
Locaor 1.1.1
D.aniy 45
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ715551553
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ715551553
-./in0enory -ore1
4OM Ea
Locaor 1.1.1..
On7:an& Dy 155 FRep"eni1+e& o 155 ear"ier on :an& ,5G
C"o1e +e Win&o%.
6:1 Acco&nt Alia I&e
*te$ 0: %er'orm Acco&nt Alia i&e 'or item TXX90@@@0@@> 4)oe c&rrent on <and -ty i 0@@
Tranaction
Type C+oo1e IAcco&nt alia I&eK
-o.rce C+oo1e TJJ7MI-C7TRAN-ACTION
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@@>
-./in0enory -ore1
Locaor 1.1.1
D.aniy $5
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ715551553
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ715551553
-./in0enory -ore1
4OM Ea
Locaor 1.1.1..
On7:an& Dy 35 FOn :an& Dy 35 fro! ear"ier 155G
C"o1e +e Win&o%.
6;1 *&+ Inventory Tran'er
Yo. can ran1fer !aeria" %i+in yo.r c.rren or(ani)aion /e%een 1./in0enorie1B or /e%een %o "ocaor1 %i+in +e
1a!e 1./in0enory. Yo. can ran1fer fro! a11e o expen1e 1./in0enorie1B a1 %e"" a1 fro! racke& o non7racke&
1./in0enorie1. If an ie! +a1 a re1rice& "i1 of 1./in0enorie1B yo. can on"y ran1fer !aeria" fro! an& o 1./in0enorie1
in +a "i1. Orac"e In0enory a""o%1 yo. o .1e .1er7&efine& ran1acion ype1 %+en perfor!in( a 1./in0enory ran1fer.
*te$ 0: %er'orm a *&+ Inventory Tranaction 4it) *erial Controlled item TXX90@@@0@00
Navigation: In0enory H Tran1acion1 H -./ In0enory Tran1fer FC+oo1e .0 Or(G
*creen: -./in0enory Tran1fer FM1G
Tranaction
Type C+oo1e I*&+inventory Tran'erK
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@00
-./in0enory -ore1
D.aniy $*
To -./in0 <GI
C.0E a$$ear
-eria" N.!/er enry
Mo&e
-ar -eria" N.!/er -C55551
En& -eria" N.!/er -C555$*
C"ick on Done /.on
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ715551511
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ715551511
-./in0enory -ore1
4OM Ea
On7:an& Dy 2*
*erial O< B&antitie
C.0E , TXX90@@@0@00
*creen A$$ear
O+erve t)e +elo4:
-eria" *C@@@3; o *C@@0@@ appear1
C"o1e +e Win&o%1.
Or(ani)aion M1
Ie! TJJ715551511
-./in0enory <GI
4OM Ea
On7:an& Dy $*
*erial O< B&antitie
C.0E , TXX90@@@0@00
*creen A$$ear
O+erve t)e +elo4:
-eria" *C@@@@0 o *C@@@3: appear1
C"o1e +e Win&o%1.
6=1 Inter organization Tran'er
Yo. can ran1fer !aeria" fro! yo.r c.rren or(ani)aion o ano+er or(ani)aionB or fro! yo.r c.rren or(ani)aion o
inran1i in0enory.
To ena/"e iner or( ran1fer1B prereA.i1ie1 i1 o &efine -+ippin( ne%ork1 an& i i1 &efine& in o.r ear"ier 1e11ion.
Navigation: In0enory H Tran1acion1 H Iner7Or(ani)aion Tran1fer FC+oo1e .0 Or(G
*creen: Iner7Or(ani)aion Tran1fer FM1G
*te$ 0: %er'orm Direct Inter Org Tran'er 4it) Reviion Controlled item TXX90@@@0@@?
Tranaction
Dae To&ay?1 Dae &efa."1
To Or( C+oo1e M$ fro! +e LOV
Type IDirect Org Tran'erK Defa."1 fro! -+ippin( Ne%ork
*)i$ment
Type IDo not &e in9tranit inventoryK &efa."1
N.!/er
<ri(+ D:L
Way/i""8Air/i"" TJJ1$'
Conainer1
C"ick on Tranaction Line
Direct Org Tran'er
C.0E 1creen Appear1
Ie! TXX90@@@0@@?
Re0i1ion A
-./ In0enory -ore1
To -./ In0 -ore1
4OM Ea
D.aniy $*
9ercen of Tran1acion
0a".e
2 F &efa."1 fro! -+ippin( ne%orkG
Acco.n 517*$572$$5755557555 F &efa."1 fro! -+ippin( ne%orkG
C"ick on *ave icon
C"o1e +e Win&o%1.
*te$ 3: C)ange t)e Organization to C.3E
Navigation: In0enory H C+an(e Or(ani)aion FC+oo1e M$ Or(ani)aion fro! Li1 of 0a".e1G
*te$ 6: Vie4 t)e On <and B&antity 'or TXX90@@@0@@?
C+oo1e M$ Or(ani)aion
Or(ani)aion M$
Ie! TJJ71555155#
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M$
Ie! TJJ71555155#
-./in0enory -ore1
4OM Ea
On7:an& Dy $*
C"o1e +e Win&o%1.
6>1 .ove Order
Mo0e or&er1 are reA.e11 for +e !o0e!en of !aeria" %i+in a 1in("e or(ani)aion.
Mana(e a"" !aeria" reA.i1iion an& reA.e1 proce11e1 %i+in an or(ani)aion /y !an.a""y or a.o!aica""y creain(B
appro0in(B an& ran1acin( a !o0e or&er.
41e& for !o0e!en of !aeria" %i+in a %are+o.1e or faci"iy for p.rpo1e1 "ike rep"eni1+!enB !aeria" 1ora(e
re"ocaion1B an& A.a"iy +an&"in(.
*te$ 0: De'ine a ne4 item 'or .ove Order Cycle teting
*creen: Ma1er Ie!
Na!e TXX90@@@0@06
De1cripion 9.rc+a1e& Ie! Mo0e or&er
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Inventory
Locaor Conro" C+oo1e IDynamic EntryK
A11i(n Ie!6 TXX90@@@0@06 o .0 an& TXX Or(ani)aion
C"ick on *ave icon
*te$ 3: Revie4 t)e time9o&t $eriod and time9o&t action 'or move order in organization .01 Veri'y t)at t)e time9
o&t $eriod i @ 'or a&tomatic a$$roval
Navigation: In0enory H -e.p H Or(ani)aion1 H 9ara!eer1
*creen: Or(ani)aion para!eer1
2ield Name Remar"
-ay on +e Inventory %arameter a/
Mo0e Or&er Ti!eo. 9erio& Ener I5K
Mo0e Or&er Ti!eo. Acion Appro0e A.o!aica""y
C"ick on *ave icon an& C"o1e +e %in&o%.
*te$ 6: Create a micellaneo& recei$t 'or :@@ $iece o' yo&r item TXX90@@@0@06 and receive t)em into t4o
locator8 @01010 and @310101
Tranaction
-o.rce Lea0e ;"ank
Acco.n Lea0e ;"ank
Ie! TXX90@@@0@06
-./in0enory <GI
Locaor Ener I5'.1.1K
D.aniy $*5
Acco.n 517*3572245755557555
Ta/ o +e Nex Line
Ie! TXX90@@@0@06
-./in0enory <GI
Locaor Ener I54.1.1K
D.aniy $*5
Acco.n 517*3572245755557555
C"ick on *ave icon
C"o1e +e %in&o%1.
Or(ani)aion M1
Ie! TJJ71555151'
Di$lay
C"ick on 2ind ;.on
Or(ani)aion M1
Ie! TJJ71555151'
-./in0enory <GI
4OM Ea
Locaor 5'.1.1..
On7:an& Dy $*5
Or(ani)aion M1
Ie! TJJ71555151'
-./in0enory <GI
4OM Ea
Locaor 54.1.1..
On7:an& Dy $*5
*te$ :: Create a move order 'or yo&r item1 .ove 0@ $iece 'rom one o' t)e 2GI &+inventory locator yo&
received1 .a"e a note o' t)e move order n&m+er1
Navigation: In0enory H Mo0e Or&er1 H Mo0e Or&er1
*creen: Mo0e Or&er1 FM1G
N.!/er Ta/ o. of +e N.!/er fie"& o +a0e +i1 a.o!aica""y a11i(ne&.
De1cripion TJJ71555151'
Defa." Ta/ +ro.(+ +e Defa." 1ecion F+i1 %i"" (i0e yo. !ore f"exi/i"iy
in +e /o&y of +e ran1acion.G
-ay on Item a/
Line 1 Defa."1
Ie! TXX90@@@0@06
4OM Ea Defa."1
Tran1acion Type NL -./7in0enory Tran1fer
Dae ReA.ire& Defa."1 o To&ay?1 &ae
C"ick on +e *o&rce a/
-./in0enory C+oo1e I<GIK
Locaor 5'.1.1..
C"ick on +e Detination a/
-./in0enory C+oo1e I<"oor-ockK
A$$rove yo&r move
order
C"ick on IA$$roveK ;.on
Note yo&r move order n&m+er1 T+e ran1acion i1 co!!ie& /y
+e Appro0e 1ep
*te$ ;: 2ind yo&r move order n&m+er1
Navigation: In0enory H Mo0e Or&er1 H Tran1ac Mo0e Or&er1
*creen: <in& Mo0e Or&er Line1 FM1G
1. Ener yo.r !o0e or&er n.!/er on +e :ea&er a/ an& pre11 Ta/.
$. C"ick <in&.
*te$ =: Allocate t)e line o' t)e move order yo& created1
1. -e"ec +e "ine of +e !o0e or&er yo. creae&. C"ick on Vie4D($date Allocation /.on.
$. Re0ie% +e &eai"1 of yo.r !o0e or&er
'. C"ick on Tranact /.on.
4. C"o1e +e %in&o%1
*te$ >: Vie4 t)e re&lt to ma"e &re yo&r material moved
Navigation: In0enory H On7+an&B A0ai"a/i"iy H On7+an& D.aniy
*creen: <in& On7+an& D.aniie1 FM1G
1. <i"" in yo.r ie! TJJ71555151' an& c"ick on 2ind /.on
'. C+eck yo.r 1./in0enorie1 o 1ee +a +e D.aniie1 of ie!1 c+an(e&.
Organization Item *&+inventory (O. Locator On9<and Bty
.0 TJJ71555151' <GI Ea 5'.1.1.. $45
.0 TJJ71555151' <GI Ea 54.1.1.. $*5
.0 TJJ71555151' <"oor-ock Ea 15
6?1 %O Recei$ting
T+i1 pracice co0er1 creain( a p.rc+a1e or&er an& fo""o%in( i +ro.(+ +e appro0a" an& recei0in( proce11.
*te$ 0: Creation o' %&rc)ae Order
Navigation: 9.rc+a1in( H 9.rc+a1e Or&er1H 9.rc+a1e Or&er1
*creen: 9.rc+a1e Or&er1
*cenario: Man.a""y creain( -an&ar& 9.rc+a1e Or&er1 %i+ Ie! N.!/er
O+erve t)e 'ollo4ing:
2ield Val&e
Type -an&ar& 9.rc+a1e Or&er
Creae& -Y- DATE
-+ip7To Defa."1 /a1e& on yo.r <inancia" Opion1. C+oo1e IM17 -ea"eK
;i""7To Defa."1 /a1e& on yo.r <inancia" Opion1. 41e Defa." IV17 Ne% York CiyK
C.rrency <.nciona" c.rrency. Defa."1 o I4-DK
;.yer Yo.r na!e &efa."1. <or Mf( .1er I-!i+B Mr. Lona+anK &efa."1
-a.1 Inco!p"ee
Toa" 5.55
*elect t)e 'ollo4ing:
Region 2ield Val&e
Region 2ield Val&e
-.pp"ier C+oo1e IA&0ance& Ne%ork De0ice1
-.pp"ier -ie C+oo1e I<RE-NOK
De1cripion <ree for! ex fie"& o ener infor!aion
Clic" on t)e %O Line
Item
Ie! -e"ec yo.r Ie! ITJJ715551551K
D.aniy 15 FenerG
9rice 1 FenerG
Nee& ;y Dae -e"ec fro! Ca"en&ar To&ay?1 Dae
9ro!i1e& Dae Opiona""y c+oo1e
Region 2ield Val&e
Item N.!/er Defa."1 1
Type Defa."1 o GOOD- ype
Cae(ory Defa."1 /a1e& on Ie! c+oo1en a/o0e
De1cripion Defa."1 /a1e& on Ie! c+oo1en a/o0e
4OM Defa."1 /a1e& on pri!ary 4OM of Ie! c+oo1en a/o0e
A!o.n 15.55
9re11 F;G -+ip!en
*creen: -+ip!en1
Region 2ield Val&e
*)i$ment
N.! Defa."1 o 1
Or( Defa."1 /a1e& on -+ip o Locaion a +ea&er.
-+ip7To Defa."1 /a1e& on -+ip o Locaion a +ea&er.
4OM Defa."1 fro! Line "e0e"
D.aniy Defa."1 fro! Line "e0e"
Nee&7;y Defa."1 fro! Line "e0e"
9re11 F;G Recei0in( Conro"1
*creen: Recei0in( Conro"1
Region 2ield Val&e
Recei$t Date
Day1 Ear"y Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. Can o0erri&e.
Day1 Lae Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. Can o0erri&e.
Acion Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. Can o0erri&e.
Over Recei$t B&antity
To"erance Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. Can o0erri&e.
Acion Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. Can o0erri&e.
.icellaneo&
A""o% -./1i.e Receip Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. Can o0erri&e.
Receip Ro.in( Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. C+oo1e
I*tandardK
Enforce -+ip7To Defa."1 /a1e& on Ie!7Or( "e0e" 0a".e1. Can o0erri&e.
9re11 F;G OO
*creen: -+ip!en1
9re11 F;G Di1ri/.ion1
*creen: Di1ri/.ion1
Region 2ield Val&e
Detination
N.! Defa."1 1
Type Defa."1 /a1e& on Ie! ype .1e&. Opiona""y can c+an(e .
D.aniy Defa."1 fro! 1+ip!en "ine Ay
GL Dae
Region 2ield Val&e
Detination
ReA.e1or FYo.r na!eG Lea0e ;"ank
De"i0er To M17-ea"e
-./ In0enory *tore
C+ar(e Acco.n FC"ickG Defa."1. Can o0erri&e for an Expen1e ie!.
Region 2ield Val&e
.ore
Accr.a" Acco.n Defa."1. Can o0erri&e for an Expen1e ie!
;.&(e Acco.n Defa."1. Can o0erri&e for an Expen1e ie!
Variance Acco.n Defa."1. Can o0erri&e for an Expen1e ie!
Re.rn o +e 9.rc+a1e Or&er1 -creen /y c"o1in( +e Di1ri/.ion an& -+ip!en1 1creen1
%leae Note yo&r %&rc)ae Order N&m+er J
*te$ 3: A$$roval o' %&rc)ae Order
9re11 F;G Appro0e
*creen: Appro0e Doc.!en
9re11 F;G OO
Yo.r 9.rc+a1e or&er i1 appro0e&.
*te$ 6: Recei$t o' %&rc)ae Order
Navigation: In0enory H Tran1acion1 H Recei0in( H Receip1
*creen: <in& Expece& Receip1 FM1G
C+oo1e +e appropriae In0enory or(ani1aion co&e %+ere +e Receip1 are /ein( !a&e.
*elect t)e 'ollo4ing:
2ield Val&e
9.rc+a1e or&er F1e"ec yo.r p.rc+a1e or&erG
A"ernai0e"y ener o+er 1earc+ infor!aion.
9re11 F;G <in&
*creen: Receip :ea&er
Ener +e re"e0an infor!aion 1.c+ a1 9ackin( 1"ipB Way /i"" n.!/er ec.
C"ick on +e "o%er +a"f of +e 1creen /e"o% +e Receip +ea&er
*creen: Receip1
*elect t)e Line yo& 4i) to receive +y c)ec"ing t)e c)ec" +o# againt t)at line
O+erve: A"" +e enere& fie"&1 /eco!e +i(+"i(+e&.
9"ea1e noe +a a"" +e -+ip!en "ine1 a(ain1 +e 1./Eec 9.rc+a1e or&er appear. T+e A.aniy a(ain1 eac+ "ine1
in&icae +e Open 9O A.aniy e"i(i/"e for Receip.
-a0e yo.r %ork. FCr" T-G
%leae Note yo&r Recei$t N&m+er /y c"ickin( F;G :ea&er
Navigation: In0enory H Recei0in( H Receip1 H Recei0in( Tran1acion1
*creen: <in& Recei0in( Tran1acion1
Note: <or Recei0in( Tran1acion1 1.ppor1 receip1 %+ic+ +a0e receip ro.in( 1e a1 -an&ar& or in1pecion
reA.ire&.
Region 2ield Val&e
*&$$lier and Internal
-o.rce Type A""
Receip Ener +e Recei$t n&m+er creae& a/o0e
9.rc+a1e Or&er
ReA.i1iion
-.pp"ier
9re11 F;G <in&
*creen: Recei0in( Tran1acion1
-e"ec +e "ine yo. %i1+ o recei0e /y c+eckin( +e c+eck /ox a(ain1 +a "ine.
*te$ 7: Veri'y On9<and B&antity
Navigation: In0enory H On7+an&B A0ai"a/i"iy H On7+an& D.aniy
*creen: <in& On7+an& D.aniie1 FM1G
1. <i"" in yo.r ie! TXX90@@@0@@0 an& c"ick on 2ind /.on
$. C+eck yo.r 1./in0enorie1 o 1ee +a +e D.aniie1 of ie!1 recei0e&.
Organization Item *&+inventory (O. On9<and Bty
.0 TJJ715551551 -ore1 Ea 15
*te$ :: C)ec" .aterial Ditri+&tion
Navigation: In0enory H Tran1acion1 H Maeria" Tran1acion1
*creen: <in& Maeria" Tran1acion1 FM1G
-e"ec yo.r ie! ITJJ715551551K an& Ta/.
C"ick on 'ind /.on
Vie4 in'ormation in t)e 'ollo4ing ta++ed region
Location6 Di1p"ay1 +e ie!B 1./in0enoryB "ocaorB re0i1ionB ran1fer "ocaorB ran1fer 1./in0enoryB ran1fer or(ani)aionB
ran1acion &aeB an& ran1acion ype infor!aion.
Intransit6 Di1p"ay1 +e ie!B 1+ip!en n.!/erB %ay/i""8air/i"" n.!/erB frei(+ co&eB conainerB A.aniyB an& ran1acion
ype infor!aion.
Reason, Reference: Di1p"ay1 +e ie!B ran1acion rea1onB ran1acion referenceB co1e& in&icaorB 1.pp"ier "oB 1o.rce
co&eB 1o.rce "ine IDB an& ran1acion ype infor!aion.
Transaction ID: Di1p"ay1 +e ie!B ran1fer ran1acion IDB ran1acion +ea&er n.!/erB recei0in( ran1acion IDB !o0e
ran1acion IDB ran1acion 4OMB co!p"eion ran1acion IDB &epar!en co&eB operaion 1eA.ence n.!/erB ran1acion
A.aniyB ran1acion IDB ran1acion &aeB 1o.rce ypeB 1o.rceB ran1acion ypeB 1o.rce proEec n.!/erB 1o.rce a1k
n.!/erB proEec n.!/erB a1k n.!/erB o proEec n.!/erB o a1k n.!/erB expen&i.re ypeB expen&i.re or(ani)aionB
error co&eB an& error exp"anaion infor!aion.
Transaction Type: Di1p"ay1 +e ie!B 1o.rceB 1o.rce ypeB ran1acion ypeB ran1acion acionB ran1acion 4OMB
ran1acion A.aniyB ran1acion IDB an& ran1acion &ae infor!aion.
To view transaction distribution information:
C+oo1e +e Ditri+&tion /.on.
T+e Maeria" Tran1acion1 Di1ri/.ion1 %in&o% &i1p"ay1 ran1acion &ae1 an& fi0e a//e& re(ion16 Acco.nB LocaionB
TypeB C.rrencyB an& Co!!en1.
Account6 Di1p"ay1 +e acco.nB ran1acion 0a".eB ie!B re0i1ionB an& +e acco.nin( ype.
Location6 Di1p"ay1 +e 1./in0enoryB "ocaorB operaion 1eA.enceB an& ran1acion ID.
Type6 Di1p"ay1 +e ran1acion ype F1.c+ a1 !i1ce""aneo.1 i11.eB 1a"e1 or&er i11.eB or cyc"e co.n a&E.1!enGB 1o.rce
ype F+e ori(in of +e in0enory ran1acionGB 1o.rce F1.c+ a1 acco.n n.!/erGB +e 4OMB an& +e pri!ary A.aniy Fin +e
ie!V1 pri!ary 4OMG.
Currency6 Di1p"ay1 c.rrencyB +e ran1acion 0a".e Ffor forei(n c.rrencyGB an& &i1p"ay1 +e con0er1ion Fexc+an(eG raeB
ype F1.c+ a1 -poB CorporaeB or 41er Define&GB an& exc+an(e rae &ae.
Comments6 Di1p"ay1 ran1acion rea1onB ran1acion referenceB an& +e (enera" "e&(er /ac+ ID Fif ran1ferre& o +e
(enera" "e&(erG.
7@1 On9<and Availa+ility
Orac"e In0enory pro0i&e1 a 0ariey of %in&o%1 o 0ie% onC+an& A.aniie1B re1er0aion1B 1.pp"y8&e!an&B a0ai"a/"e o
pro!i1eB 1.pp"y c+ain a0ai"a/"e o pro!i1eB an& capa/"e o pro!i1e infor!aion.
Depen&in( on +e f.ncion 1ec.riy a11i(ne& o yo.r re1pon1i/i"iyB yo. can 0ie% +e onC+an& A.aniie1 for an ie! in
a 1in("e or(ani)aion or acro11 a"" or(ani)aion1. Yo.r f.ncion 1ec.riy &eer!ine1 %+e+er yo. +a0e +e a/i"iy o "ook
acro11 !."ip"e or(ani)aion1
Navigation: On7:an&B A0ai"a/i"iy H On7:an& D.aniy
C+oo1e fro! +e Li1 of Va".e1B +e &e1ire& In0enory or(ani1aion
*te$ 0: To narro4 t)e 'oc& o' t)e in'ormation yo& 4ant to vie48 enter earc) criteria 'or t)e 'ollo4ing 'ield:
Item6 Ener an ie! %+o1e A.aniie1 yo. %an o 0ie%.
Revision6 If +e ie! i1 .n&er re0i1ion A.aniy conro" ener a 0a".e o 0ie% on7+an& A.aniie1 for +a
re0i1ion on"y.
Subinventory6 Ener a 1./in0enory o 0ie% on7+an& A.aniie1 in +a 1./in0enory on"y.
Locator6 If .n&er "ocaor conro"B ener a "ocaor o 0ie% on7+an& A.aniie1 for +a "ocaor on"y.
Lot6 If +e ie! i1 .n&er "o conro"B ener a "o n.!/er o 0ie% on7+an& A.aniie1 for +a "o on"y.
Quantity6 Ener a ran(e of A.aniie1 o "i!i +e 1earc+.
*te$ 3: *elect )o4 yo& 4ant to di$lay t)e in'ormation:
Item6 Di1p"ay +e on7+an& A.aniy /y ie!.
Revision6 Di1p"ay +e on7+an& A.aniy for eac+ re0i1ion of +e ie! or a 1pecific re0i1ion.
Subinventory6 Di1p"ay +e on7+an& A.aniy for +e ie! in eac+ 1./in0enory or a 1pecific 1./in0enory in %+ic+ i i1
"ocae&.
Detailed6 Di1p"ay +e on7+an& A.aniy for +e ie! in eac+ 1./in0enory an& "ocaor or a 1pecific 1./in0enory an&
"ocaor in %+ic+ i i1 "ocae&.
*te$ 6: C)ooe t)e 2ind +&tton to tart t)e earc)1
T+e infor!aion &i1p"ay1 in a &eai" fo"&er %in&o% corre1pon&in( o +e A.aniy ype an& &i1p"ay opion1 yo. 1e"ec.
Re-&eting t)e .&lti9Organization B&antity Re$ort
41e +e M."ip"e Or(ani)aion In0enory Repor o 1+o% +e in0enory A.aniy on +an& for ie!1 in !ore +an one
or(ani)aion. T+e repor +a1 no "i!iaion1 on +e n.!/er of or(ani)aion1 yo. can ener. T+e repor i1 1ore& /y in0enory
ie! for a"" of +e or(ani)aion1. Yo. can inc".&e A.aniie1 +a are in ran1i. If yo. +a0e re0i1ion conro" ie!1B yo. can
repor on +e re0i1ion A.aniie1 in&i0i&.a""y Ffor eac+ re0i1ionG or 1.!!e& for +e ie!. Yo. can r.n +e repor for a""
ie!1B or yo. can 1pecify a ran(e of ie!1
Navigation: In0enory H On7:an&B A0ai"a/i"iy H M."i7Or(ani)aion D.aniy
*creen: R.n M."i7Or(ani)aion D.aniy Repor
Region 2ield Val&e
Incl&de
Re0i1ion Deai" C+eck +e /ox
Non7Nea/"e -./in0enorie1 C+eck +e /ox
Region 2ield Val&e
Expen1e -./ In0enorie1 C+eck +e /ox
In7Tran1i D.aniie1 C+eck +e /ox
Co1 Deai" C+eck +e /ox
<or!a 41e Defa."
Ie!1
Lo% TJJ715551551
:i(+ TJJ71555151'
C"ick on O5
Organization -eA 15
Co&e C+oo1e IM1K
Na!e Defa."1
-eA $5
Co&e C+oo1e IM$K
Na!e Defa."1
C"ick on R&n ;.on o 1./!i +e repor.
Vie% +e repor ran a/o0e .1in( +e /e"o% Na0i(aion.
Navigation6 Vie% FMG H ReA.e11 H <in& ReA.e11 H <in&
A""o% pro(ra! o co!p"ee -.cce11f.""y.
C"ick on Vie4 o&t$&t /.on an& re0ie%.
701 A/C Analyi
*te$0: De'ining A/C Clae
Yo. .1e A;C c"a11e1 o i&enify +e 0a".e (ro.pin(1 o %+ic+ yo.r ie!1 /e"on(. Yo. &efine +e1e c"a11e1 .1in( yo.r o%n
er!ino"o(y. <or exa!p"eB yo. !i(+ &efine c"a11e1 :i(+8 Me&i.!8 Lo%B an& "aer a11i(n yo.r ie!1 of +i(+e1 rank o +e
:i(+ c"a11B +o1e of "o%er rank o +e Me&i.! c"a11B an& +o1e of "o%e1 rank o +e Lo% c"a11. Yo. can a&& o +e "i1 of
c"a11e1 yo. +a0e a"rea&y &efine&
Attention: Yo. !.1 a11i(n an A;C c"a11 o a "ea1 one A;C (ro.p.
Yo. can .1e A;C c"a11e1 o (ro.p ie!1 for a cyc"e co.n %+ere yo. co.n WAW ie!1 !ore freA.en"y +an W;W ie!1.
W+en yo. .1e A;C c"a11e1 in +i1 %ayB yo. perfor! an A;C ana"y1i1 an& a11i(n ie!1 o c"a11e1 /a1e& on +e re1."1 of
+a ana"y1i1.
Navigation: In0enory H A;C Co&e1 H A;C C"a11e1
*creen: A;C C"a11e1 FM1G
DO NOT TYPE OVER EXISTING DATA! C"ick on Ne4 icon
Cla name Decri$tion Inactive On
Ener ITJJ7C"a11 AK Mo1 I!poran Ie!1
Ener ITJJ7C"a11 ;K Me&i.! I!porance Ie!1
Ener ITJJ7C"a11 CK Lo%er I!porance Ie!1
C"ick on *ave icon an& C"o1e +e Win&o%.
*te$3: De'ining and R&nning an A/C Com$ile
Yo. can &efine an& co!pi"e an A;C ana"y1i1 for yo.r enire or(ani)aion or for a 1pecific 1./in0enory %i+in yo.r
or(ani)aion. Yo. c+oo1e +e co!pi"aion crierionB +e 1cope of yo.r ana"y1i1B +e co1 ype o .1e in &eer!inin( ie!
0a".e1B an& any a&&iiona" infor!aion +a !ay /e con&iiona""y nece11aryB /a1e& on yo.r co!pi"aion crierion. T+e
co!/inaion of a"" +e1e para!eer1 con1i.e1 an A;C co!pi"e +ea&erB i&enifie& /y +e A;C co!pi"e na!e. Yo. .1e
+i1 na!e o i&enify any aci0iy perainin( o +i1 A;C ana"y1i1.
Navigation: In0enory H A;C Co&e1 H A;C Co!pi"e1
*creen: A;C Co!pi"e1 FM1G
1. Na0i(ae o +e A;C Co!pi"e1 fo"&er %in&o% an& c+oo1e Ne%. T+e Define A;C Co!pi"e %in&o% appear1.
$. Ener a .niA.e na!e for +e A;C co!pi"e.
'. Deer!ine +e 1cope of +e ana"y1i1 /y 1e"ecin( +e conen "e0e" for ie!1 o inc".&e in +e co!pi"e.
If yo. .1e +e enire or(ani)aionB Orac"e In0enory inc".&e1 a"" ie!1 &efine& for yo.r c.rren or(ani)aion in +e A;C
co!pi"eB e0en +o1e %i+ )ero co1 or )ero A.aniy. If yo. .1e a paric."ar 1./in0enoryB Orac"e In0enory inc".&e1 a""
ie!1 for %+ic+ yo. +a0e &efine& an ie!81./in0enory re"aion1+ip.
Attention: Yo. canno co!pi"e an A;C ana"y1i1 for a 1./in0enory +a i1 &efine& a1 a non7A.aniy racke&
1./in0enory. Yo. canB +o%e0erB .1e non7a11e Fexpen1eG 1./in0enorie1 for %+ic+ yo. rack A.aniie1.
4. -e"ec +e 0a".aion 1cope for &eer!inin( +e rankin( of ie!1.
Rankin( !.1 /e &one a +e Or(ani)aion "e0e" if yo. &i& no 1e"ec a 1./in0enory in +e Conen -cope fie"&.
If yo. on"y %an o inc".&e ie!1 in a 1./in0enory /. yo. %an +e rankin( o /e &one /a1e& on +e or(ani)aion %i&e
rankin(B 1e"ec Or(ani)aion.
*. -e"ec +e co!pi"e crierion or !e+o& of rankin( ie!1 in +e A;C co!pi"e.
Orac"e In0enory .1e1 +e co!pi"e crierion o 0a".e +e ie!1 yo. inc".&e in yo.r A;C co!pi"e. Afer &eer!inin( eac+
ie!V1 co!pi"e 0a".eB Orac"e In0enory rank1 a"" +e ie!1 in yo.r A;C co!pi"e.
,. Ener a co1 ype.
Yo. can 1e"ec a 0a".e +ere on"y if yo. 1e"ece& Current on-hand quantityB Current on-hand valueB Forecasted usage
quantityB Forecasted usage valueB MR demand usage quantityB or MR demand usage value in +e Crierion fie"&. If
yo. are co!pi"in( /y A.aniy crierionB +e co1 ype i1 .1e& for reporin( p.rpo1e1 on"y.
2. -e"ec an MR9 foreca1 na!e.
Yo. can 1e"ec a 0a".e +ere on"y if yo. 1e"ece& Forecasted usage quantity or Forecasted usage value in +e Crierion
fie"&.
3. -e"ec an MR9 p"an na!e.
Yo. can ener a 0a".e +ere on"y if yo. ener MR demand usage quantity or MR demand usage value in +e
Crierion fie"&.
#. Ener a 1ar Ffro!G &ae.
Yo. !.1 ener a 0a".e in +i1 fie"& if yo. c+oo1e an opion o+er +an Current on-hand quantity or Current on-hand
value in +e Crierion fie"&.
15. Ener an en& FoG &ae.
Yo. !.1 ener a 0a".e in +i1 fie"& if yo. c+oo1e an opion o+er +an Current on-hand quantity or Current on-hand
value in +e Crierion fie"&.
C"ick on Ne4 /.on.
Region 2ield Val&e
Co!pi"e Na!e Ener ITJJ7Co!pi"eK
De1cripion TJJ7Co!pi"e
Content *co$e Or(ani)aion
-./in0enory C+eck +e ;ox
C+oo1e I*toreK
Val&ation *co$e Or(ani)aion
-./in0enory C+eck +e ;ox
Com$ile *$eci'ication
Crierion C+oo1e IC.rren on +an& A.aniyK
Co1 Type Defa."1 o ><ro)enK
C"ick on *ave icon
To r&n an A/C com$ile C"ick on Com$ile /.on
T+i1 1./!i1 a reA.e1 o r.n +e co!pi"e
pro(ra!
*te$6: To vie4 A/C Com$ile re&lt:
Navigation: In0enory H A;C Co&e1 H A;C Co!pi"e1
C+oo1e O$en ;.on
*creen: Define A;C Co!pi"e FM1G
Go To Vie4 Men.B B&ery +y E#am$le an& -e"ec Enter
Ener Co!pi"e na!e6 TXX9Com$ile
Go To Vie4 Men.B B&ery +y E#am$le an& -e"ec R&n
TJJ7Co!pi"e %in&o% appear1
Go To Tool Men.B Vie4 Com$ile
*te$7: De'ining A/C Aignment Gro&$
A;C a11i(n!en (ro.p1 a11ociae A;C c"a11e1 %i+ an A;C co!pi"e. Yo. a11i(n ie!1 o A;C c"a11e1 %i+in a
paric."ar (ro.p. T+i1 a""o%1 yo. o a11i(n ie!1 o &ifferen A;C c"a11e1 in &ifferen (ro.p1.
Navigation: In0enory H A;C Co&e1 H A;C A11i(n!en Gro.p1
*creen: A;C A11i(n!en Gro.p1 FM1G
C"ick on Ne4 icon
Gro&$ Name Com$ile Name *&+ Inventory Val&ation *co$e
Enter FTXX9AG9.09
C&rrent9O< BtyG
C+oo1e fro! LOV
ITJJ7Co!pi"eK
-ore1 &efa."1 Re1rice& o 1./in0enory
&efa."1
C"ick on *ave icon
C+oo1e FGro&$ ClaeG ;.on
*te$ :: To enter clae to &e 4it) an A/C gro&$:
T+e A;C Gro.p C"a11 A11i(n!en1 %in&o% appear1.
%riority Cla Name Decri$tion
0 C+oo1e ITJJ7C"a11 AK Mo1 I!poran Ie!1 Defa."1
3 C+oo1e ITJJ7C"a11 ;K Me&i.! I!porance Ie!1
6 C+oo1e ITJJ7C"a11 CK Lo%er I!porance Ie!1
C"ick on *ave icon
C"ick on IAign ItemK ;.on
*te$ ;: De'ining A/C Item Aignment

Yo. can a11i(n an& .p&ae A;C c"a11e1 o an A;C a11i(n!en (ro.p %+ere an A;C co!pi"e %a1 a"1o enere&. <ro! +e
A;C De1cen&in( Va".e Repor yo. &eer!ine +e c.off poin1 for a11i(nin( A;C c"a11e1. Yo. can +en .1e +e
c"a11ificaion1 for o+er p.rpo1e1 1.c+ a1 &eer!inin( +o% ofen yo. cyc"e co.n a (i0en ie!.
*creen: A11i(n A;C Ie!1 FM1G
Cla *e- Remar"
TJJ7C"a11 A F&efa."1G Ener I15K Re1 of +e fie"&1 &efa."1 afer enerin( -eA
TJJ7C"a11 ; F&efa."1G Ener I'5K Re1 of +e fie"&1 &efa."1 afer enerin( -eA
TJJ7C"a11 C F&efa."1G Defa."1 o "a1 Ie!
n.!/er
Re1 of +e fie"&1 &efa."1 afer enerin( -eA
C"ick on *ave icon
Cla *e- Remar"
C"ick on IAignK ;.on. Conc.rren 9ro(ra! r.n1.
O+erve t)e 'ollo4ing doc&mentation on de'ining A/C aignment:
1. Na0i(ae o +e A11i(n A;C Ie!1 %in&o%B or na0i(ae o +e A;C A11i(n!en Gro.p1 %in&o% an& c+oo1e +e
A11i(n Ie!1 /.on.
$. Ener +e A;C (ro.p for %+ic+ o a11i(n ie!1 o c"a11e1.
If yo. na0i(ae fro! +e A;C A11i(n!en Gro.p1 %in&o% +i1 fie"& i1 a"rea&y enere&
T+e Co!pi"e Na!eB -./in0enoryB N.!/er of Ie!1B an& Toa" Co!pi"e Va".e fie"&1 &i1p"ay infor!aion for +e
co!pi"e .1e& /y +e A;C Gro.p.
'. -pecify +e c.off poin for eac+ A;C c"a11. Eac+ A;C c"a11 !.1 +a0e a "ea1 one ie! a11i(ne& o iB an& a""
ie!1 in +e A;C co!pi"e !.1 /e a11i(ne& o an A;C c"a11. Yo. can .1e any of +e fo""o%in( fie"&1 o &eer!ine
+e c.off poin16
Se: Yo. can ener +e 1eA.ence n.!/er fro! +e A;C De1cen&in( Va".e Repor for +e "a1 ie! o /e inc".&e&
in eac+ A;C c"a11. Orac"e In0enory a.o!aica""y ca"c."ae1 +i1 0a".e if yo. c+oo1e o a11i(n c"a11e1 /y ano+er
!e+o&. Orac"e In0enory &i1p"ay1 +e "a1 1eA.ence n.!/er a1 +e &efa." for +e "a1 c"a11.
Inventory !alue: Yo. can ener +e c.!."ai0e 0a".e fro! +e A;C De1cen&in( Va".e Repor for +e "a1 ie! o
inc".&e in eac+ A;C c"a11. Orac"e In0enory a.o!aica""y ca"c."ae1 +e !axi!.! 0a".e. T+i1 !axi!.! 0a".e i1
re1rice& o +e oa" in0enory 0a".e co!pi"e& an& i1 &i1p"aye& in +e Toa" Co!pi"e Va".e fie"&. Orac"e In0enory
&i1p"ay1 +e oa" in0enory 0a".e a1 +e &efa." for +e "a1 c"a11.
" Items: Yo. can ener +e percen of n.!/er of ie!1 co!pi"e& fro! +e A;C De1cen&in( Va".e Repor o
inc".&e in eac+ c"a11. Orac"e In0enory a.o!aica""y ca"c."ae1 +i1 0a".e if yo. c+oo1e o a11i(n c"a11e1 /y
ano+er !e+o&.
" !alue: Yo. can ener +e percen of oa" co!pi"e 0a".e fro! +e A;C De1cen&in( Va".e Repor o inc".&e in
eac+ c"a11. Orac"e In0enory a.o!aica""y ca"c."ae1 +i1 0a".e if yo. c+oo1e o a11i(n c"a11e1 /y ano+er !e+o&.
Attention: I i1 po11i/"e o +a0e 1e0era" ie!1 in +e A;C co!pi"e %i+ )ero 0a".e. If any ie! %i+ )ero
0a".e i1 in a c"a11 o+er +an +e "a1 c"a11B yo. !ay on"y a11i(n ie!1 .1in( +e 1eA.ence n.!/er or ie!
percen.
4. C+oo1e +e A11i(n /.on o "a.nc+ +e conc.rren reA.e1 o a11i(n +e ie!1 o +e c"a11e1 in +e A;C (ro.p.
731 Cycle Co&nt
Cyc"e co.nin( i1 a proce11 .1e& o perio&ica""y co.n 1e"ece& ie!1 in +e in0enory o !ake 1.re +a +e
ac.a" in0enory /a"ance1 a(ree %i+ +e co!p.er recor&1. ;y 1ein( .p a cyc"e co.nin( pro(ra!B yo. can
co.n pracica""y a"" ie!1 in +e in0enory o0er a perio& of 1$ !on+1. T+i1 e"i!inae1 +e nee& for an ann.a"
p+y1ica" in0enoryB +o.(+ 1o!e co!panie1 &o /o+. In +e Orac"e In0enory app"icaionB +e cyc"e co.nin(
proce11 1ar1 %i+ a11i(nin( an A;C 0a".e o eac+ ie!. T+en yo. 1e"ec +e freA.ency of co.n1 per year for
eac+ cae(ory of ie!1. Yo. %an o co.n A c"a11 ie!1 !ore ofen +an C c"a11 ie!1.
#efore creatin$ a cycle count, you need to $enerate A#C codes and assi$n items to t%ese A#C codes& Also, for
items t%at you intend to cycle count, t%e Item attribute 'Cycle Count (nabled) must be set to '*es)
De'ining and maintaining a Cycle Co&nt
A co!/inaion of para!eer1 con1i.e1 a cyc"e co.n +ea&erB i&enifie& /y +e cyc"e co.n na!e. Yo. .1e +i1 na!e o
i&enify any aci0iy perainin( o +i1 cyc"e co.n.
Yo. can &efine an& !ainain an .n"i!ie& n.!/er of cyc"e co.n1 in Orac"e In0enory. <or exa!p"eB yo. can &efine
1eparae cyc"e co.n1 repre1enin( &ifferen 1e1 of -./in0enorie1 in yo.r %are+o.1e.
%rere-&iite
Define A;C c"a11e1.
Define yo.r %ork&ay ca"en&ar.
W+en &eer!inin( cyc"e co.n c"a11e1 /a1e& on A;C ana"y1i1B yo. !.1 co!pi"e an A;C ana"y1i1 an& a11i(n
yo.r co!pi"e& ie!1V A;C c"a11e1.
Ie!1 +a yo. inen& o cyc"e co.nB +e Ie! ari/.e ICyc"e Co.n Ena/"e&K !.1 /e 1e o IYe1K
*te$0: To de'ine a ne4 cycle co&nt:
Navigation: In0enory H Co.nin( H Cyc"e Co.nin( H Cyc"e Co.n1
C+oo1e F.0G Or(ani)aion
*creen: Cyc"e Co.n1 -.!!ary FM1G
C+oo1e Ne4 o open +e Cyc"e Co.n1 %in&o%.
*creen: Cyc"e Co.n1 FM1G
Region 2ield Val&e
Na!e TJJ7Cyc"e Co.n
Region 2ield Val&e
De1cripion TJJ7Cyc"e Co.n
Ca"en&ar Vi1ion51 F41e +e &efa." for rainin( p.rpo1e1G
A&E.1!en Acco.n 517*3572245755557555
-ay on *co$e and Control Ta/
Co&nt Control Inaci0e On Lea0e i ;"ank
Lae Day1 Ener I1K
-arin( -eA Ener I1K
4n1c+e&."e& Enrie1 C+eck +e ;ox.
Di1p"ay -y1e! DyK C+eck +e ;ox.
Co&nt *&+ Inventorie Select Sec!"!c#
-./In0enory Ener I-ore1K
A&tomatic Reco&nt C+eck +e ;ox
Maxi!.! Ener 1
C"ick on *erial and *c)ed&le Ta/
*erial Control O$tion
Co.n 41e +e &efa." INot Allo4edK
Deai"
A&E.1!en
Di1crepancy
A&to *c)ed&le
<reA.ency C+oo1e IDai"yK. A0ai"a/"e 0a".e1 are Dai"yB %eek"yB 9erio&
Nex Dae C+oo1e &ae fro! +e ca"en&ar.
Region 2ield Val&e
C"ick on AdK&tment and A/C Ta/
A$$roval ReA.ire& C+oo1e IIf o. of To"eranceK fro! LOV
To"erance1 Dy
Variance1
Ener T15 an& C15 Ra(e
A/C Initialization Gro.p C+oo1e ITXX9AG9.09C&rrent9O< BtyK fro! LOV
C"ick on *ave icon
C+oo1e +e Clae /.on
Cycle Co&nt Clae C.0E 4indo4 o$en
Clae Na!e C+oo1e ITJJ7C"a11 AK fro! LOV
Co.n1 per Year ,
C"ick on +e ne#t "ine
Na!e C+oo1e ITJJ7C"a11 ;K fro! LOV
Co.n1 per Year 4
C"ick on +e ne#t "ine
Na!e C+oo1e ITJJ7C"a11 CK fro! LOV
Co.n1 per Year $
C"o1e +e Cycle Co&nt Clae %in&o%
C"ick on Item ;.on
Cycle Co&nt Item C.0E 4indo4 o$en
Item C"a11 Na!e C+oo1e TJJ7C"a11 A
Ie! C+oo1e ' o 4 Ie!1 fro! LOV Ie!1 /e"on(in( o TJJ7C"a11
A. Ie!1 can /e picke& fro! A;C Co!pi"e repor
C"a11 Na!e C+oo1e TJJ7C"a11 ;
;. Ie!1 can /e picke& fro! A;C Co!pi"e repor
C"a11 Na!e C+oo1e TJJ7C"a11 C
Region 2ield Val&e
C. Ie!1 can /e picke& fro! A;C Co!pi"e repor
C"ick on *ave icon
C"o1e +e Cycle Co&nt Item C.0E %in&o%.
-ay on Cycle Co&nt C.0E Win&o%
C"ick on +e Tool Men. an& c+oo1e Cycle Co&nt c)ed&ler
Cycle Co&nt *c)ed&ler
%arameter %in&o%
open1
-e"ec +e Inc".&e Conro" Gro.p Ie!1 /ox an& C"ick on O5
;.on. Yo. %i"" 1ee a !e11a(e noifyin( a conc.rren
pro(ra! +a1 /een kicke& off. C"ick on O5.
.an&al *c)ed&le Re-&et
Note: T+i1 i1 an opiona" -ep.
41e +i1 proce11 o co.n any ie!1 a11ociae& %i+ a cyc"e co.n a any i!e. <or exa!p"eB yo. !ay 1.1pec +e 1y1e!
A.aniy of an ie! i1 incorrec. E0en if +i1 i1 no +e a.o!aica""y 1c+e&."e& i!e o co.n +e ie!B yo. can 1i"" co.n i
.1in( a !an.a" 1c+e&."e reA.e1. A"" A.a"ifier1 are opiona". Yo. can ener a co!/inaion of A.a"ifier1 o perfor! +e
!an.a" 1c+e&."in(.
Navigation: In0enory H Co.nin( H Cyc"e Co.nin( H Man.a" ReA.e11.
*creen6 Man.a" -c+e&."e ReA.e11 %in&o%6
1.
$.
Region 2ield Val&e
Cyc"e Co.n Na!e TJJ7Cyc"e Co.n
Region 2ield Val&e
De1cripion TJJ7Cyc"e Co.n FDefa."1G
C"ick on 2ind ;.on
*c)ed&le Re-&et Ie! Ener +e ie!F1G o /e co.ne&.
Re0i1ion Ener if reA.ire&
-./in0enory Ener +e -./in0enory of +e ie! I*toreK
Locaor Ener +e "ocaor of +e ie! if reA.ire&
Lo Ener +e "o of +e ie! if reA.ire&
-c+e&."e Dae Ener +e &ae of +e co.n. T+e &ae !.1 /e o&ay or
(reaer
Nero Co.n C+eck o co.n e0en if +e 1y1e! A.aniy i1 )ero
C"ick on *ave icon
C"o1e +e Man.a" -c+e&."e ReA.e11 %in&o%
'.
4.
*te$3: Generating a Cycle Co&nt Re-&et and %rinting t)e Co&nt liting
Navigation6 In0enory H Co.nin( H Cyc"e Co.nin( H Cyc"e Co.n1
*creen: Cycle Co&nt %in&o%6
D.ery +e Cyc"e Co.n Na!e ITJJ7Cyc"e Co.nK an& c"ick on O$en ;.on
Go To Tool Men.
-e"ec %er'orm 2&ll Cycle Co&nt. I %i"" kick off a conc.rren reA.e1. Ener +e /e"o% para!eer1 for +e reA.e11.
C+oo1e +e Cyc"e Co.n na!e a1 TXX9Cycle Co&nt for +e reA.e1 IGenerate a&tomatic c)ed&le re-&etK
C+oo1e +e Cyc"e Co.n na!e a1 TXX9Cycle Co&nt for +e reA.e1 IGenerate cycle co&nt re-&etK
-e"ec +e Cycle Co&nt Liting Re$ort. Cyc"e Co.n Li1in( 9ara!eer1 %in&o% open1. -e"ec +e -ar an& En& &ae1.
C+oo1e -ore1 a1 -./ In0enory. C+eck +e ;ox for Di1p"ay on :an& D.aniie1.
-e"ec +e *&+mit ReA.e1 /.on o r.n +e cyc"e. -./!i a reA.e1. I kick1 off a Conc.rren ReA.e1. C"ick on O5
*te$6: Enter Cycle Co&nt
Navigation6 In0enory H Co.nin( H Cyc"e Co.nin( H Cyc"e Co.n Enrie1
*creen: Cycle Co&nt Entrie FM1G %in&o%6
Region 2ield Val&e
Cyc"e Co.n Na!e Ener ITJJ7Cyc"e Co.nK an& Ta/
C"ick on 2ind ;.on an& a Deciion %in&o% %i"" open
-e"ec +e Ye /.on o fin& a"" open co.n reA.e11 an& +e
Cyc"e Co.n Enrie1 %in&o% %i"" reopen.
Co&nt De'a&lt ection Dae Wi"" &i1p"ay +e c.rren &ae an& i!e
Co.ne& ;y -!i+B Mr. Lona+an IDefa."1K
In Ac.a" -cenario6 Ener +e na!e of +e per1on %+o
con&.ce& +e co.n
A&E.1!en Acco.n 517*3572245755557555
Co&nt Ta+ Co.n -eA Wi"" &i1p"ay +e co.n 1eA.ence in or&er of 0a".e
Ne% Co.n I1 c+ecke& if +i1 i1 a ne% co.n reA.e1
Ie! Wi"" &i1p"ay +e ie! n.!/er o /e co.ne&
Re0 Wi"" &i1p"ay +e re0i1ion of +e ie! if app"ica/"e
-./in0enory Di1p"ay1 +e 1./in0enory if app"ica/"e
Region 2ield Val&e
Locaor Di1p"ay1 +e "ocaor co&e
Lo Di1p"ay1 +e "o n.!/er
-eria" N.!/er Di1p"ay1 +e 1eria" n.!/er
4OM Di1p"ay1 +e pri!ary .ni of !ea1.re for +e ie!
D.aniy Enter t)e -&antity t)at yo& co&nted 'or yo&r item
In +e Co&nt Re'erence
ta+:
Co.n -eA Re!ain1 +e co.n 1eA.ence
Ne% Co.n Re!ain1 c+ecke& if +i1 i1 a ne% reA.e1
Ie! Di1p"ay1 +e ie! co.ne&
Rea1on Opiona" 7 Ener a rea1on for +e co.n if &e1ire&
Reference Opiona" 7 Ener a reference
Co.ne& ;y Wi"" &efa." o +e Co.ne& ;y &efa." enere& in +e Co.n
Defa."1 1ecion. T+i1 can /e c+an(e& +ere +o.(+.
Co.n Dae Wi"" &efa." o +e Dae enere& in +e Co.n Defa."1 1ecion
C"ick on *ave Icon
Note: AdK&tment %roceed 9op1 .p. C"ick on O5
*te$6: A$$rove Cycle Co&nt
T+i1 1ecion exp"ain1 +e appro0a" proce11 for cyc"e co.n a&E.1!en1 +a Orac"e In0enory 1./!i1 for appro0a".
A +e i!e a co.n i1 enere&B +e 1y1e! %i"" co!pare +e co.n A.aniy %i+ +e on7+an& /a"ance A.aniy. If +ere i1 a
&i1crepancyB +e 1y1e! c+eck1 +e ie!?1 Mea1.re!en Error 0a".e1 Fan ie! ari/.eG. If +e &i1crepancy i1 o.1i&e +e
!ea1.re!en errorB +e 1y1e! c+eck1 +e appro0a" opion1 an& a&E.1!en o"erance1 &efine& in +e Cyc"e Co.n. If +e
cyc"e co.n ca""1 for appro0a"1 an& +e &i1crepancy i1 o.1i&e +e a&E.1!en o"eranceB +e 1y1e! %i"" (enerae a
reco.n reA.e1 if reco.n1 are .rne& on in +e cyc"e co.nB or 1./!i +e co.n for appro0a". If reco.n1 are .rne& on
an& +e !axi!.! n.!/er of reco.n1 +a1 /een reac+e&B +e a&E.1!en i1 1./!ie& for appro0a".
W+en Cyc"e Co.n1 reA.ire appro0a"B +e per1on a.+ori)e& o &o appro0a"1 !.1 +a0e acce11 o +e Co.n A&E.1!en1
Appro0a"1 -.!!ary %in&o%. T+o1e %i+o. appro0a" a.+oriy !.1 no +a0e acce11 o +i1 %in&o%.
Navigation: In0enory H Co.nin( H Cyc"e Co.nin( H Appro0e Co.n1
*creen: Co.n A&E.1!en Appro0a"1 -.!!ary %in&o%
Region 2ield Val&e
Cyc"e Co.n Na!e Ener ITJJ7Cyc"e Co.nK an& Ta/
C"ick on 2ind ;.on an& a Deciion %in&o% %i"" open
-e"ec +e No /.on o fin& a"" co.n reA.e11 %+3ic+ reA.ire1
appro0a".
A$$roval De'a&lt
ection
Dae Wi"" &i1p"ay +e c.rren &ae an& i!e
Appro0er -!i+B Mr. Lona+an IDefa."1K
In Ac.a" -cenario6 Ener +e na!e of +e per1on %+o
Appro0e1 +e co.n
A&E.1!en Acco.n 517*3572245755557555
*.
In +e AdK&tment 1ecion6
To appro0e a co.nB 1e"ec Appro0e&. T+e a&E.1!en1 %i"" po1 o +e ran1acion !ana(er for proce11in(.
To reEec a co.nB 1e"ec ReEece&. An a&E.1!en i1 no po1e&B an& +ere i1 no f.r+er proce11in( of +i1 co.n.
To reA.e1 a reco.nB 1e"ec Reco.n. An a&E.1!en i1 no po1e& an& a reco.n reA.e1 i1 proce11e&.
To &i1p"ay co.n +i1ory infor!aion for +e c.rren ie!B 1e"ec +e Co&nt <itory /.on. T+i1 %in&o% &i1p"ay1 co.n
an& 0ariance infor!aion for +e c.rrenB priorB an& fir1 co.n1.
To appro0e +e co.n for +e c.rren ie!B 1e"ec +e O$en /.on. Yo. can .1e +i1 %in&o% o 0ie% an& ener appro0a"
an& a&E.1!en infor!aion for +e c.rren "ine.
*ave yo.r %ork.
761 %)yical inventory
9+y1ica" in0enory i1 a proce11 o co.n a"" ie!1 in 1e"ece& 1./in0enorie1 or a"" 1./in0enorie1 for an or(ani)aion. A
p+y1ica" in0enory !ay /e &efine& for a 1in("e 1./in0enoryB 1e"ece& 1./in0enorie1B or an enire in0enory or(ani)aion.
-./in0enorie1 !.1 /e &efine& a1 ID.aniy Tracke&K o /e inc".&e& in a p+y1ica" in0enory. A p+y1ica" in0enory
a11.!e1 +a a"" on7+an& /a"ance1 %i+in +e 1cope of +e p+y1ica" in0enory %i"" /e co.ne&.
T+e p+y1ica" in0enory proce11 ake1 a 1nap1+o of +e on7+an& /a"ance1B an& (enerae1 a(1 for a"" ie!1 %i+ an on7
+an& /a"ance. Co.n1 are recor&e& a(ain1 +e a( n.!/er an& co!pare& o +e 1nap1+o A.aniy. De"a1 /e%een +e
1nap1+o A.aniy an& +e co.ne& A.aniy %i"" (enerae a&E.1!en ran1acion1.
9+y1ica" in0enory co.n1 are (enera""y perfor!e& a +e en& of a fi1ca" yearB a"+o.(+ yo. !ay creae a p+y1ica"
in0enory an& perfor! a co.n a any i!e. W+en a co.n i1 /ein( perfor!e&B !aeria" !o0e!en ran1acion1 !ay
conin.eB /. 1+o."& /e "i!ie& an& conro""e& if an acc.rae co.n i1 o /e a11.re&. T+e p+y1ica" co.n i1 co!pare& o a
1nap1+o or fro)en on7+an& /a"ance A.aniyB 1o !aeria" !o0e!en1 1+o."& no /e &one fro! +e i!e +e 1nap1+o i1
aken .ni" +e co.n i1 co!p"ee&.
*cenario: %lace 'ive item into yo&r &+inventory to &e 'or a $)yical inventory1
*te$0: %er'orm .icellaneo& tranaction 'or 'ive item into *&+inventory TXX9*TORE* to &e 'or a $)yical
inventory in .0 Organization
Navigation: In0enory H Tran1acion1 H Mi1ce""aneo.1 Tran1acion
*creen: Mi1ce""aneo.1 Tran1acion1 FM1G
2ield Val&e
Dae FTake +e &efa."G
Type Acco.n A"ia1 Receip
2ield Val&e
-o.rce INVENTORY ADL
C"ick on Tranaction Line ;.on
Noe6 Ener a"" ie!1 /efore 1a0in(.
Acco&nt Alia Recei$t C.0E creen
A$$ear
Ie! C.066=:
-./in0enory TJJ7-TORE-
Lo
D.aniy 1$*
4OM FTake +e &efa."G
Rea1on -e.p
9re11 +e &o%n arro% key
Ie! C.0606?
Lo
D.aniy 2$
Ie! A*:7>>>
Lo
D.aniy 32
Rea1on -e.p
Ie! A*0>?7=
Lo
2ield Val&e
D.aniy 11$
Rea1on -e.p
Ie! A*=3000
Lo
D.aniy #5
Rea1on -e.p
C"o1e +e Win&o%1
*te$3: De'ine %)yical Inventory and ma"e an Inventory *na$)ot1 (e t)e %)yical Inventorie 4indo4 to:
*et&$ a $)yical inventory de'inition 'or yo&r &+inventory1
Navigation: In0enory H Co.nin( H 9+y1ica" In0enory H 9+y1ica" In0enorie1
*creen: 9+y1ica" In0enorie1 -.!!ary FM1G
Region 2ield Val&e
C"ick on Ne4 ;.on
De'ine %)yical Inventory
-creen Appear1
Na!e TJJ79:Y-
Region 2ield Val&e
De1cripion TJJ 9+y1ica" In0enory
Ta/ o +e A$$roval Area
A$$roval ReA.ire& -e"ec6 I' O&t o' Tolerance
D.aniy T15R an& 715R
Va".e T15R an& 715R
Ta/ o +e Co&nt *&+inventorie Area
Co&nt *&+inventorie -pecific C+eck +e ;ox
A""o% Dyna!ic Ta(1 4nc+eck +e ;ox
C"ick on *na$)ot /.on
Recor& +e conc.rren reA.e1 P XXXXXXXXXXXXXXXXXXX
C"ick O5
C"o1e +e De'ine %)yical Inventory 1creen
C"o1e +e %)yical Inventory *&mmary 1creen
Go o +e Vie4 !en. an& 1e"ec Re-&et
C"ick on +e 2ind /.on in +e <in& ReA.e11 1creen
Verify yo.r conc.rren reA.e1 co!p"ee1 nor!a""y
C"o1e +e Re-&et 1creen
*te$6: Generate Tag1 (e t)e Tag Generation 4indo4 to: Generate de'a&lt tag 'or yo&r $)yical inventory
de'inition1
Navigation: In0enory H In0enory Co.nin( H 9+y1ica" In0enory H Ta( Generaion
*creen: Generae 9+y1ica" In0enory Ta(1 FM1G
Region 2ield Val&e
Na!e TJJ79:Y-
De1cripion TJJ 9+y1ica" In0enory
Ta( Type -e"ec Defa."
-+o% -eria" on Ta(1 Lea0e C+ecke&
Ta/ o +e Tag Area
Tag -arin( Ta( TJJ551
Di(i Incre!en1 555111 FDefa."1G
En&in( Ta( -y1e! ca"c."ae&
N.!/er of Ta(1 -y1e! ca"c."ae&
C"ick on Generate /.on
C"ick O5
C"o1e +e Generate Tag 1creen
Verify yo.r conc.rren reA.e1 co!p"ee1 nor!a""y an& c"o1e +e %in&o%.
*te$6: Enter Co&nt (e t)e Tag Co&nt 4indo4 to: Enter tag co&nt &ing t)e de'a&lt tag1
Navigation: In0enory H In0enory Co.nin( H 9+y1ica" In0enory H Ta( Co.n1
*creen: 9+y1ica" In0enory Ta( Co.n1 FM1G
Region 2ield Val&e
Na!e TJJ79:Y-
C"ick on +e 2ind /.on
Region 2ield Val&e
C"ick on Ye on Deci1ion ;ox
41e arro% key1 o !o0e fro! "ine o "ine an&
enter a co.n for eac+ ie!
A-*4333 155
A-13#42 111
CM1''2* 1$*
CM1'1'# ,5
A-2$111 #5
C"o1e +e %in&o%.
*te$7: A$$rove t)e AdK&tment1
(e t)e A$$rove %)yical AdK&tment *&mmary 4indo4 to: A$$rove all t)e adK&tment1
Navigation: In0enory H In0enory Co.nin( H 9+y1ica" In0enory H Appro0e A&E.1!en1
*creen: Appro0e 9+y1ica" A&E.1!en -.!!ary FM1G
Region 2ield Val&e
Na!e TJJ79:Y-
C"ick on +e 2ind /.on
C"ick No on Deci1ion ;ox
C"ick on +e Appro0e A"" /.on
C"o1e +e %in&o%.
*te$:: La&nc) t)e AdK&tment %rogram
(e t)e %)yical Inventorie *&mmary 4indo4 to: AdK&t t)e $)yical inventory -&antitie1
Navigation: In0enory H In0enory Co.nin( H 9+y1ica" In0enory H 9+y1ica" In0enorie1
*creen: 9+y1ica" In0enory -.!!ary FM1G
2ield Val&e
C"ick on +e "ine %+ic+ "i11 yo.r 9+y1ica"
In0enory TJJ79:Y-
Go o +e Tool Men. an& 1e"ec6 La&nc)
AdK&tment
T)e La&nc) AdK&tment creen 4ill
o$en
A&E.1!en Acco.n 5175557*$*5755557555
C"ick on +e La&nc) AdK&tment /.on
C"ick O5
C"o1e +e %)yical Inventory *&mmary 1creen
*te$;: %)yical Inventory Re$ort1
(e t)e Re-&et !indo4 to: R&n t)e %)yical Inventory Acc&racy Analyi re$ort
Na0i(aion6 In0enory H Repor1 H A;C an& Co.nin(
-e"ec -in("e ReA.e1 in +e &ia"o( /ox an& c"ick OO.
-e"ec +e repor na!e6 %)yical Inventory Acc&racy Analyi.
Ener +e na!e of yo.r p+y1ica" in0enory &efiniion ITXX9%<Y*K
C"ick on OO an& +en -./!i.
C"ick on No.
Go o +e Vie% !en. an& 1e"ec ReA.e11.
Verify yo.r conc.rren reA.e1 co!p"ee1 nor!a""y .
C"ick on +e "ine %+ic+ "i11 yo.r reA.e1.
C"ick on +e Vie% O.p. /.on o re0ie% +e repor.
C"o1e +e repor o.p. %in&o% an& +e reA.e11 1creen.
*te$=: %&rge %)yical Inventory
(e t)e %)yical Inventorie 4indo4 to: R&n t)e $)yical inventory $&rge $rogram
Navigation: In0enory H Co.nin( H 9+y1ica" In0enory H 9+y1ica" In0enorie1
*creen: 9+y1ica" In0enorie1 -.!!ary FM1G
C"ick on +e "ine %+ic+ "i11 yo.r 9+y1ica" In0enory TXX9%<Y*
C"ick on O$en ;.on o 0erify +a +e AdK&tment %oted /ox i1 c+ecke&
Go o +e Tool Men. an& 1e"ec6 %er'orm %&rge
T+e 9erfor! 9.r(e 1creen %i"" open
-e"ec6 All in +e &ia"o( /ox.
C"ick on +e %&rge /.on.
Recor& +e conc.rren reA.e1 P XXXXXXXXXXXXXXXXXX.
C"ick O5.
C"o1e +e 9+y1ica" In0enory -.!!ary 1creen.
Go o +e Vie4 !en. an& 1e"ec Re-&et.
Reopen +e %)yical Inventorie *&mmary creen o 0erify +e $&rge +a1 removed yo&r de'inition ITJJ79:Y-K.
771 Vie4ing 2orecat r&le L 2orecat
G&ided %ractice 0 9 Vie4ing 2orecat R&le
%&r$oe6 In +i1 pracice yo. na0i(ae o +e <oreca1 R."e1 %in&o% o vie4 +e r."e1 1e .p for a 1ea1ona" foreca1.
W+en yo. fini1+ +i1 praciceB exi +e <oreca1 R."e1 %in&o% an& re.rn o +e Orac"e In0enory na0i(aor.
1. Na0i(ae o +e Ie! <oreca1 R."e1 %in&o%.
Navigation: In0enory H -e.p H R."e1 H <oreca1
$. T+e Or(ani)aion1 "i1 of 0a".e1 appear1. -e"ec +e .0 or(ani)aion fro! +e "i1 of 0a".e1B an& +en c"ick +e O5
/.on. T+e 2orecat R&le 4indo4 open1.
'. 9re11 Y<11Z o ener A.ery !o&e. In +e R."e fie"&B ener *eaonR. 9re11 YCTRLZ T Y<11Z o exec.e +e A.ery.
4. <oreca1 r."e1 for a 1ea1ona" foreca1 appear.
*. Vie% +e 0ario.1 &eai"1 a/o. +e foreca1.
G&ided %ractice 3 9 Vie4ing 2orecat
%&r$oe6 In +i1 pracice yo. na0i(ae o +e Ie! <oreca1 Enrie1 %in&o% o 0ie% a foreca1.
W+en yo. fini1+ +i1 praciceB exi +e <oreca1 <oreca1 Enrie1 %in&o% an& re.rn o +e Orac"e In0enory na0i(aor.
1. Na0i(ae o +e Ie! <oreca1 Enrie1 %in&o%.
Navigation: In0enory H 9"annin( H <oreca11 H Vie% Enrie1
T+e 2orecat Entrie 4indo4 open1.
$. 9re11 Y<11Z o ener A.ery !o&e.
'. In +e <oreca1 -e fie"&B ener 2*R.
4. 9re11 YCTRLZ T Y<11Z o exec.e +e A.ery.
5. Vie% +e 0ario.1 &eai"1 a/o. +e foreca1.
7:1 *etting &$ .an&al 2orecat
In +i1 praciceB yo. %i"" .1e +e <oreca1 -e1 an& <oreca1 Enrie1 %in&o%1 o 1e .p a !an.a" foreca1. Afer yo. 1e i
.pB yo. acce11 +e <oreca1 ;.ckee& Enrie1 %in&o% o 0ie% yo.r re1."1.
*te$06 Create an Item TXX0@@@0@07
*creen: Ma1er Ie!
Na!e TJJ715551514
De1cripion 9.rc+a1e& Ie! <oreca1 an& Reor&er 9"anne& Ie!
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
General %lanning
In0enory 9"annin( Me+o& C+oo1e IRe9Order %ointK
9"anner Ener IL. -!i+K
Mini!.! Or&er Dy '*
Or&erin( Co1 4*
Carryin( Co1 Ra(e 1$
Lead Time
9roce11in( Lea& i!e1 *
A11i(n Ie!6 TXX90@@@0@07 o .08 .3 an& TXX Or(ani)aion
C"ick on *ave icon
*te$36 *etting ($ a .an&al 2orecat
Navigation: In0enory H 9"annin( H <oreca11 H -e1
*creen: <oreca11 -e1 FM1G
<oreca1 -e TJJ7<C-ET
De1cripion TJJ7<oreca1 -e
;.cke ype C+oo1e I!ee"K
Lea0e re1 of +e fie"&1 a1 Defa."1
2orecat Line <oreca1 TJJ7<CNAME
De1cripion TJJ7<oreca1 Na!e
C"ick on *ave icon
C"ick on 2orecat Item ;.on
<oreca1 Ie!1 FM1G
Open1
Ie! TJJ715551514
Re1 of +e fie"&1 &efa."1 fro! ie! Ma1er
C"ick on Detail ;.on
<oreca1 enrie1 FM1G
-creen open1
Dae Ener a 1ar &ae +a i1 (reaer +an o&ay
En& Dae Ener an en& &ae +a i1 approxi!ae"y , %eek1 fro! +e 1ar
&ae
C"o1e +e %in&o%
C"ick on /&c"eted &eai"
<oreca1e& ;.ckee&
enrie1 1creen open1
Re0ie% an& 0erify yo.r foreca1
C"o1e a"" +e <oreca1 %in&o%1.
7;1 Re Order %oint %lanning
Yo. can perfor!7reor&er poin p"annin( for +e enire or(ani)aion.
Yo. can .1e Reor&er7poin p"annin( for ie!1 .n&er in&epen&en &e!an&.
Yo. can 1pecify Reor&er7poin p"annin( a1 +e in0enory p"annin( !e+o& %+en yo. &efine an ie!.
Yo. can .1e Reor&er7poin p"annin( for ie!1 +a yo. &o no nee& o conro" 0ery i(+"y an& +a are no 0ery
expen1i0e o carry in in0enory.
%&r$oe6 In +i1 praciceB yo. %i"" .1e +e ie! &efine& ear"ier in <oreca1 1e11ion ITJJ715551514[o perfor! Reor&er7
poin p"annin( for +a ie!. Yo. %i"" a"1o r.n an& 0ie% +e Reor&er7poin p"annin( repor.
*te$0: Enter a'ety toc" 'or t)e item MTXX90@@@0@07N
Navigation: In0enory H 9"annin( H -afey -ock1
*creen: <in& Ie! -afey -ock1 FM1G
C"ick +e Ne4 /.on
Ta/ +ro.(+ +e &efa." ie! fie"& an& na0i(ae o +e Ie! fie"&. Ener +e fo""o%in( infor!aion6
Ie! TXX90@@@0@07
Effeci0e &ae C+oo1e To&ay?1 &ae Fexa!p"e6 517LAN7$555G
D.aniy *5
*te$3: Re-&et t)e Reorder %oint %lanning re$ort
Navigation: In0enory H 9"annin( H Reor&er 9oin 9"annin(
*creen: 9ara!eer1 %in&o% for +e Reor&er 9oin 9"annin( repor open1
Ener +e fo""o%in( para!eer16
9ara!eer1 Ie!1 .n&er reor&er poin
De!an& c. off &ae 4 !on+1 fro! no%
-.pp"y c. off &ae 4 !on+1 fro! no%
Re1ock No
<oreca1 Yo.r foreca1 ITJJ7<CNAMEK
Accep a"" o+er &efa."1
C"ick +e O5 /.on o re.rn o +e Reor&er 9oin 9"annin( 1./!i reA.e11 %in&o%.
C"ick +e *&+mit /.on o 1./!i +e Reor&er 9oin 9"annin( repor.
Wrie &o%n yo.r reA.e1 n.!/erXXXXXXXXXXXXXXXXXXXX
C"ick +e No /.on %+en pro!pe& o ener ano+er reA.e1.
-e"ec FMG Vie% H ReA.e11 o 0ie% yo.r repor. C"ick on Vie4 O&t$&t
:o% !any of +i1 ie! 1+o."& yo. reor&erSXXXXXXXXXXXXXXXX
7=1 .in .a# %lanning
Yo. can .1e Min7!ax p"annin( for ie!1 %i+ in&epen&en &e!an&.
;eca.1e yo. 1pecify +e !ini!.! an& !axi!.! in0enory "e0e"1B yo. can .1e Min7!ax p"annin( for +o1e ie!1 +a
yo. %an o i(+"y conro".
Yo. can perfor! Min7!ax p"annin( for +e enire or(ani)aion.
Yo. can perfor! Min7Max p"annin( for a 1pecific 1./in0enory.
*te$0: Create a .in .a# %lanned Item
*creen: Ma1er Ie!
Na!e TJJ71555151*
De1cripion 9.rc+a1e& Ie! Min Max 9"anne& Ie!
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
General %lanning
In0enory 9"annin( Me+o& C+oo1e I.in9.a#K
Min Max Dy Mini!.! *55
Min Max Dy Maxi!.! '555
Mini!.! Or&er Dy *55
Maxi!.! Or&er Dy 1555
Lead Time
A11i(n Ie!6 TXX90@@@0@0: o .08 .3 an& TXX Or(ani)aion
C"ick on *ave icon
*te$3: Enter .in .a# attri+&te in *&+inventory 'or t)e .in .a# %lanned Item
In +i1 praciceB yo. r.n yo.r Min7Max repor /y 1./in0enoryB 1o yo. nee& o ener +e !in7!ax A.aniie1 for +e
ie!81./in0enory co!/inaionB or 1pecia" ie!81./in0enory.
Navigation: In0enory H -e.p H Or(ani)aion1 H -./in0enorie1
*creen: -./in0enorie1 -.!!ary FM1G
*elect t)e 2GI &+inventory
C"ick on Item D *&+inventory ;.on
Ie! -./in0enorie1
-creen &i1p"ay1
-ay on %lanning Ta/
C"ick on Ne4 icon
Ie! Ener TJJ71555151*
De1cripion Defa."1
Min Max 9"annin( C+eck +e ;ox
Min Dy '55
Max Dy #55
C"ick on Order .odi'ier Ta/
Or&er Dy Mini!.! $*5
Or&er Dy Maxi!.! ,55
C"ick on Lead time Ta/
9roce11in( *
C"ick on *ave icon
C"o1e +e %in&o%1.
Noe6 T+e1e (enera" p"annin( ari/.e1 affec or(ani)aion7"e0e" p"annin(B no 1./in0enory p"annin(.
*te$6: R&n .in .a# $lanning re$ort at *&+ Inventory level F2GI *&+ InventoryG
Navigation: In0enory H 9"annin( H Min Max 9"annin(
*creen: Min Max 9"annin( 9ara!eer1
C+oo1e +e para!eer1 a1 /e"o%6
9"annin( "e0e"6 -./in0enory
-./in0enory6 <GI
Ie! -e"ecion6 Ie!1 .n&er !ini!.! A.aniy FDefa."1G
Ie!1 <ro!6
Lo% TJJ71555151* FTa/G
:i(+ TJJ71555151* FDefa."1G C"ick on O5
Lea0e re1 of +e fie"&1 %i+ &efa."1.
C"ick +e O5 /.on o re.rn o +e Min Maxa 9"annin( 1./!i reA.e11 %in&o%.
C"ick +e *&+mit /.on o 1./!i +e Min Max 9"annin( repor.
Wrie &o%n yo.r reA.e1 n.!/erXXXXXXXXXXXXXXXXXXXX
C"ick +e No /.on %+en pro!pe& o ener ano+er reA.e1.
-e"ec FMG Vie% H ReA.e11 o 0ie% yo.r repor. C"ick on Vie4 O&t$&t
:o% !any of +i1 ie! 1+o."& yo. Or&erSXXXXXXXXXXXXXXXX
7>1 Re$leni)ment %lanning
Reca"" +a rep"eni1+!en co.nin( i1 a !e+o& of or&erin( ie!1 for nonracke& 1./in0enorie1. Yo. can perfor! co.n1
for +e nonracke& 1./in0enorie1 an& +en +a0e Orac"e In0enory c+eck +e1e co.n1 a(ain1 +e !ini!.! A.aniie1 +a
yo. +a0e 1pecifie&. Orac"e In0enory creae1 reA.i1iion1 +a are /a1e& on +e 1o.rcin( opion1 +a yo. 1pecify for eac+
ie!.
*$eci'ying .in9.a# %lanning
To ener rep"eni1+!en co.n1 for an ie!B yo. !.1 1pecify 1./in0enory7"e0e" !in7!ax p"annin( for +e ie!.
Entering *&+inventory9Level .in9.a# .inim&m and .a#im&m B&antitie
Yo. can .1e +e Min7!ax !e+o& o rep"eni1+ 1./in0enorie1. In one rep"eni1+!en co.n enry !e+o&B yo. can or&er
+e !in7!ax !axi!.! A.aniy.
In ano+er rep"eni1+!en co.n enry !e+o& &e1i(ne& on"y for non7racke& 1./in0enorie1B yo. can ener an on7+an&
A.aniyB afer %+ic+ Orac"e In0enory perfor!1 !in7!ax ca"c."aion1.
Yo. .1e +e fo""o%in( %in&o%1 o 1e .p an& proce11 -./in0enorie1 for %+ic+ yo. %an o ener rep"eni1+!en co.n16
-./in0enorie1
Ie! -./in0enorie1
Rep"eni1+!en Co.n :ea&er1
Rep"eni1+!en Co.n Line1
9roce11 Rep"eni1+!en Co.n1
9.r(e Rep"eni1+!en Co.n1
*te$0: *&+inventorie
Le1 c+oo1e %o 1./ in0enorie1 for o.r rainin( p.rpo1e1B %+ic+ are a"rea&y &efine& in Or(ani)aion M1.
1. D.aniy Tracke& -./in0enory6 2GI
$. Non D.aniy racke& -./in0enory: Con&ma+le
*te$3: De'ine Item 'or Re$leni)ment co&nting
*creen: Ma1er Ie!
Na!e TJJ71555151,
De1cripion 9.rc+a1e& Ie! Rep"eni1+!en co.nin(
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Defa." ;.yer -!i+B Mr. Lona+an
General %lanning
In0enory 9"annin( Me+o& C+oo1e I.in9.a#K
Min Max Dy Mini!.! *55
Min Max Dy Maxi!.! '555
Mini!.! Or&er Dy *55
Maxi!.! Or&er Dy 1555
Coting In0enory A11e Va".e 4n C+eck +e ;ox
Co1in( ena/"e& 4n C+eck +e ;ox
Inc".&e in Ro"" .p 4n C+eck +e ;ox
Lead Time
A11i(n Ie!6 TXX90@@@0@0; o .08 .3 an& TXX Or(ani)aion
C"ick on *ave icon an& -ay on Organization aignment 1creen i1e"f.
*te$6: Enter .in .a# attri+&te in *&+inventorie 'or t)e Re$leni)ment Co&nting Item
1. D.aniy Tracke& -./in0enory6 2GI
$. Non D.aniy racke& -./in0enory6 Con&ma+le
Navigation: -ay on M1 Or( "ine an& C"ick on Organization Attri+&te ;.on
*creen: Or(ani)aion Ie! FM1G open1
C"ick on Tool .en& an& -e"ec Item D *&+inventorie
*creen: Ie! -./in0enorie1 FM1G Open1
Ie! -./in0enorie1
-creen &i1p"ay1
-ay on %lanning Ta/
Bty Trac"ed -./in0enory 2GI
*&+inventory 2GI
De1cripion Defa."1
Min Dy '55
Max Dy #55
Or&er Dy Mini!.! $*5
Or&er Dy Maxi!.! ,55
9roce11in( *
C"ick on *ave icon
C"ick on +e Ne#t Line
Non B&antity trac"ed
*&+ inventory
-./in0enory Con&ma+le
De1cripion Defa."1
Min Dy 155
Max Dy *55
Or&er Dy Mini!.! 155
Or&er Dy Maxi!.! 455
9roce11in( *
C"ick on *ave icon
C"o1e +e Win&o%1.
*te$7: Enter Re$leni)ment Co&nt 'or t)e item in Trac"ed F2GIG *&+inventory
Yo. can ener co.n1 o rep"eni1+ -./in0enorie1. Orac"e In0enory rep"eni1+e1 -./in0enorie1 accor&in( o +e !e+o&
+a yo. .1e o ener co.n1.
Orac"e In0enory &oe1 no 1ore on7+an& A.aniy infor!aion for non7racke& -./in0enorie1.
41e +e fo""o%in( na0i(aion pa+ o acce11 +e Rep"eni1+!en Co.n :ea&er %in&o%6
Navigation: In0enory H Co.nin( H Rep"eni1+!en Co.n1 H Co.n1
*creen: Rep"eni1+!en Co.n :ea&er1 FM1G
C"ick on Ne4 ;.on
Na!e TJJ7<GI751
-./in0enory <GI
-.pp"y C. off &ae Defa."1 o o&ay?1 Dae
Co.n Dae De'a&lt to todayO date
Defa." De"i0er o C+oo1e M17 -ea"e
-a.1 -y1e! Generae& I:o"&K Canno /e c+an(e&
C"ick on Line /.on
Re$leni)ment Co&nt
Line
Ie! Ener TJJ71555151,
Co.n Type C+oo1e Order .a#im&m
C"ick on *ave icon
C"o1e +e Rep"eni1+!en Co.n Win&o% an& 1ay on
Re$leni)ment Co&nt <eader 1creen
*te$:: %roceing Re$leni)ment Co&nt 'or an item
C"ick on %roce and Re$ort ;.on
Conc.rren 9ro(ra! kick1 off. C"ick on O51
Go To Vie4 Men. an& -e"ec Re-&et
C"ick on 2ind
C"ick on Item re$leni)ment co&nt re$ort1
-e"ec Vie4 O&t$&t /.on
-.&y +e O.p. an& o/1er0e +o% !.c+ i1 +e Reor&er D.aniy.
*te$;: Enter Re$leni)ment Co&nt 'or t)e item in Non Trac"ed FCon&ma+leG *&+inventory
Yo. can ener co.n1 o rep"eni1+ -./in0enorie1. Orac"e In0enory rep"eni1+e1 -./in0enorie1 accor&in( o +e !e+o&
+a yo. .1e o ener co.n1.
Orac"e In0enory &oe1 no 1ore on7+an& A.aniy infor!aion for non7racke& -./in0enorie1.
41e +e fo""o%in( na0i(aion pa+ o acce11 +e Rep"eni1+!en Co.n :ea&er %in&o%6
C"ick on Ne4 ;.on
Na!e TJJ7Con751
-./in0enory Con1.!a/"e
-.pp"y C. off &ae Defa."1 o o&ay?1 Dae
Co.n Dae De'a&lt to todayO date
Defa." De"i0er o C+oo1e M17 -ea"e
-a.1 -y1e! Generae& I:o"&K Canno /e c+an(e&
C"ick on Line /.on
Re$leni)ment Co&nt
Line
Ie! Ener TJJ71555151,
Co.n Type C+oo1e On9<and B&antity
Enter Co&nt o' t)e Item D.aniy 15
C"ick on *ave icon
C"o1e +e Rep"eni1+!en Co.n Win&o% an& 1ay on
Re$leni)ment Co&nt <eader 1creen
*te$=: %roceing Re$leni)ment Co&nt 'or an item
C"ick on %roce and Re$ort ;.on
Conc.rren 9ro(ra! kick1 off. C"ick on O51
Go To Vie4 Men. an& -e"ec Re-&et
C"ick on 2ind
C"ick1 on Item re$leni)ment co&nt repor.
-e"ec Vie4 O&t$&t /.on
-.&y +e O.p. an& o/1er0e +o% !.c+ i1 +e Reor&er D.aniy.
*te$>: %&rge Yo&r Re$leni)ment Co&nt TXX92GI9@0 and TXX9Con9@0
Navigation: In0enory H Co.nin( H Rep"eni1+!en Co.n1 H 9.r(e
*creen: 9.r(e Rep"eni1+!en Co.n1 9ara!eer1 1creen open1
01 *elect t)e 'ollo4ing: 'or Co&nt <eader TXX92GI9@0
9roce11in(6 Conc.rren proce11in(
Co.n Na!e6 TJJ7<GI751
De"ee Errore& Co.n16 Ye1
C"ick on O5
C"ick on *&+mit ;.on on reA.e11 1creen
C"ick on No %+en a1ke& for 1./!iin( ano+er reA.e1.
31 *elect t)e 'ollo4ing: 'or Co&nt <eader TXX9Con9@0
9roce11in(6 Conc.rren proce11in(
Co.n Na!e6 TJJ7Con751
De"ee Errore& Co.n16 Ye1
C"ick on O5
C"ick on *&+mit ;.on on reA.e11 1creen
C"ick on No %+en a1ke& for 1./!iin( ano+er reA.e1.
*te$?: Revie4 Yo&r Re$leni)ment Co&nt TXX92GI9@0 and TXX9Con9@0 in Re$leni)ment Co&nt <eader
*creen: <in& Rep"eni1+!en Co.n :ea&er1 -.!!ary FM1E
C"ick on 2ind
O+erve t)at Yo&r Re$leni)ment Co&nt are %&rged 'rom t)e <eader and no longer availa+le1
7?1 Average Coting
*te$0: De'ine a %&rc)aed Item in .6 CAverage Coting OrganizationE
C)ange Organization to .69 Dalla
*creen: Ma1er Ie!
Na!e TJJ715551512
De1cripion 9.rc+a1e& Ie! A0era(e Co1in(
*creen: Copy <ro!
9re11 F;G Done
*creen: Ma1er Ie!1
.ain
Ie! -a.1 Aci0e
Defa." ;.yer -!i+B Mr. Lona+an
A11i(n Ie!6 TXX90@@@0@0= o .68 .3 an& TXX Or(ani)aion
C"ick on *ave icon
C+oo1e >.6O in0enory or(ani)aion.
*te$93: Note t)e Item cot
Navigation: In0enory H Co11 H Ie! Co11
*creen: <in& Ie! 8 Co1 ype
Ener Ie! TXX90@@@0@0= an& C"ick on 2ind.
Item cot i P@O1
*te$96: Create .icellaneo& Recei$t a 'ollo4 'or t)e &+Kect item.
C+oo1e ran1acion ype a1 >.icellaneo& Recei$tO.
C"ick Tranaction Line /.on.
-e"ec ie! co&e a1 TJJ715551512
C+oo1e >-ore1? -./in0enory.
D.aniy \ 15
4ni price \ 15
Acco.n \ C+oo1e appropriae acco.n.
-a0e +e recor&.
*te$96: Veri'y t)e *&+Kect Item cot1
Navigation: Co11 H Ie! co1 H Ie! co&e a1 a/o0e H <in&.
(nit Cot Q0@
*te$97: Re$eat P .icellaneo& Recei$tO tranaction 'or t)e ame Item 4it) t)e 'ollo4ing val&e.
C+oo1e ran1acion ype a1 >.icellaneo& Recei$tO.
C"ick Tranaction Line /.on.
-e"ec ie! co&e a1 TJJ715551512
C+oo1e >-ore1? -./in0enory.
D.aniy \ 15
4ni price \ $5
Acco.n \ C+oo1e appropriae acco.n.
-a0e +e recor&.
*te$9:: Veri'y t)e *&+Kect Item cot1
Na0i(aion6 Co11 H Ie! co11 H Ie! co&e a1 a/o0e H <in&.
(nit Cot Q0:

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ORACLE INVENTORY TRAINING

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