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Balaji

Balajisun2008@gmail.com
Oracle Inventory

Inventory

Oracle Inventory is one of Oracle’s enterprise applications products. Oracle Inventory enables companies to satisfy
business needs such as these:
• Defining part numbers
• Modeling organization structures
• Tracking perpetual inventory
• Maintaining accurate on-hand balances
• Planning material replenishments
• Forecasting anticipated demand

Implemenation of Inventory
Submitted by Anonymous on Sat, 03/28/2009 - 16:55

Tag:

Inventory
/

The first step in ventroy implemenation is to design the flex field structures.

Of all the key flexfield system items is the most important. Its used to store the item information.

Oracle Inventory Flexfields
Submitted by Anonymous on Fri, 04/17/2009 - 20:04

Tag:

Inventory
/

Oracle Inventory provides the following flexfields:
1.

System Items

2.

Item Catalogs

3.

Item Categories

4.

Stock Locators

5.

Account Aliases

6.

Sales Orders

Depending on your system's setup, Inventory may also use some or all of the following
flexfields provided by other Oracle products:

Accounting (Oracle General Ledger)

Sales Tax Location (Oracle Receivables)

Territory (Oracle Receivables)

1. System Items
You can use the System Items Flexfield (also called the Item Flexfield) for recording and reporting your item
information. You must design and configure your Item Flexfield before you can start defining items.

All Oracle Applications products that reference items share the Item Flexfield and support multiple-segment
implementations. However, this flexfield supports only one structure.
You must set up your OE: Item Flexfield profile option to specify the Item Flexfield structure that you will use for your
Oracle applications.
Users can also set up the OE: Item Flexfield Entry Method profile option to specify your preferred method of entry
for this flexfield.
You can optionally use the item flexfield to default item information for invoice, debit memo, and credit memo lines or
you can enter your own line information.
2. Item Catalogs
This key flexfield supports only one structure.

3. Item Categories
You must design and configure your Item Categories Flexfield before you can start defining items since all items must
be assigned to categories. You can define multiple structures for your Item Categories Flexfield, each structure
corresponding to a different category grouping scheme. You can then associate these structures with the categories
and category sets you define.

4. Stock Locators
You can use the Stock Locators Flexfield to capture more information about stock locators in inventory. If you do not

row. it is not necessary to set up this flexfield. . Account Aliases This key flexfield supports only one structure.have Oracle Inventory installed. 5. or none of your items have locator control. If you keep track of specific locators such as aisle. This key flexfield supports only one structure. bin indicators for your items. you need to configure your Stock Locators Flexfield and implement locator control in your organization.

The Validation Type should be None. is used throughout Oracle Manufacturing applications. improves performance when updating existing demand or reservations by guaranteeing that Oracle Order Management always supplies a value. (Oracle Inventory defaults the value of the OM: Source Code profile option to 'ORDER MANAGEMENT'. Order Type.18:03 Tag:  Inventory / . You must define this flexfield before placing demand or making reservations in Oracle Order Management.6. 01/19/2009 . You must set up the OM: Source Code profile option to determine the source code you will use in for the third segment of this flexfield to guarantee that each transaction is unique. as opposed to the Order Management unique ID. Set Right-justify Zero-fill Numbers to No so sales order numbers are not padded with zeros. The value set maximum size must be 40. Setting this field to Yes. Oracle Inventory defines a unique ID for each order in MTL_SALES_ORDERS based on this flexfield. you must use Dynamic Inserts. Item Categories Submitted by oracleug on Mon. The Inventory unique ID. Sales Order The Sales Order Flexfield is a key flexfield used by Oracle Inventory to uniquely identify sales order transactions Oracle Order Management interfaces to Oracle Inventory. The value set must be alphanumeric. Your Sales Order Flexfield should be defined as Order Number. Value Required should be Yes to improve performance of concurrent programs. and Order Source.) For your value sets. This combination guarantees each transaction to Inventory is unique. You should set the Required field to Yes in the Validation Information region when enabling the flexfield segments.

Default categories are required so that each functional area has at least one category set that contains all items in that functional area. for example. Each category grouping scheme can use different terminology for its categories. You cannot delete the items default category set assignment. It is also possible to have one category set defined to be the default category set for all functional areas.Categories are logical groupings of items that have similar characteristics. A category set is a distinct category grouping scheme and consists of categories. You can configure each flexfield structure by using as many segments and any level of value set validation that you need. . Order Entry. optionally. You can define multiple structures for your Item Categories flexfield. Costing. it is assigned the default category set. Engineering. For the functional areas. The complete set up of item categories is done in below 5 steps in sequence. and Planning. When inventory is installed. as well as different naming structures based on number of segments. Purchasing. When an item is enabled for a functional area. a default category must be assigned to each of the following functional areas: Inventory. you can have a unique category set. you may set up a unique category set for Purchasing.

Oracle provides two category flexfield structures by default: Item Categories and PO Item Category. Another item grouping scheme might use just one segment for the names of categories. you might want one of your category sets to use two segments for the names of categories. . For example. Each segment structure can display prompts and fields that apply specifically to a particular naming convention. You choose a flexfield structure for every category set and category that you define.11:31 Tag:  Inventory / You can define multiple segment structures for the Item Categories Flexfield. Each segment structure may have its own display prompts and fields. 01/20/2009 . When you install or upgrade Oracle Inventory or Oracle Purchasing.Item Category Flexfield Structures Submitted by Anonymous on Tue.

Bus Engine. Britania 2. FMG Product Name . 3.Brand Name Product Line . Define the item category flex field. .LG.Product Name . Soap. Machine.1.Electronics. Cummins. Lets create an item category as Procut Information with three segment: Product Line . TV. Define all the value sets as shown below. Samsung. Biscuit Brand Name .Mobile.

Filling up the value set of the stucture product information .4.

.

. a unique Category (value) for each structure segment. If you choose a multi–segment flexfield structure you can assign a specific meaning to each segment.Defining Item Categories Submitted by Anonymous on Tue. Save your work. For example in our case the category "Electronics. enter a date you want the category to be inactive on.Samsung" means an item assinged to this category is a samusng brand mobile device of elcetroincs product group. 01/20/2009 . and a unique description for the new category. If you want to make a category inactive.Mobile.11:53 Tag:  Inventory / Enter a flexfield Structure Name.

Category Sets
Submitted by Anonymous on Tue, 01/20/2009 - 12:03

Tag:

Inventory
/

Category sets may be used as a means to develop custom lists of items on which to report and sort. You can also
create other category sets such as John’s Priority or Jane’s Priority, with categories like high, medium, and low.
The category set Inventory is seeded when you install Oracle Inventory.
The category set Purchasing is seeded when you install Oracle Purchasing.
If you plan to use Order Management’s group pricing functionality with item categories, you must add the categories
to the Order Entry category set.
Attention:
1. You must use this window to define valid categories for each purchasing category set before you can use Oracle
Purchasing.
2. For the Controlled At level, if the item defining attribute of the functional area (e.g. Inventory’s is Inventory Item) is
controlled at the Organization level, then the new default Category Set should also be controlled at the Organization
level.

Enter a unique category set Name and Description. In the Flex Structure section, enter which flexfield structure is to
be used. The categories assigned to the category set must have the same flexfield structure as the set itself. Select
a control level and a default category.
You will then need to select Enforce List of Valid Categories if you want validation of the categories at the time of
input. You will then enter in or select the valid categories for the category set.

Assigning Items to Categories
Submitted by Anonymous on Tue, 01/20/2009 - 12:34

Tag:

Inventory
/

When you enable an item in a functional area, the item is assigned to the default (mandatory) category set and
default category of the functional area. You can override the category set’s default category. In addition, you can
manually assign your item to an unlimited number of category sets. You may optionally assign an item to more than
one category within a category set based on the category set definition.

When you assign your item to another organization Oracle Inventory copies Master level category sets, Organization
level default category sets, and the associated categories assigned in the Item Master organization. This means that
if you manually assign an Organization level category set to the item in the Master organization, Inventory does not
copy over that Organization level category set when you assign that item to another organization.
After assigning an item to another organization you can disable the item for one or more functional areas in the new
organization. However, Inventory does not remove the corresponding functional area’s default category set. For
example, you may have set the value of the Purchased attribute to ”Yes” when you defined the item in the item
master organization. When you assign this item to another organization Inventory copies over the ”Yes” value of the
Purchased attribute and
therefore assigns the default category set of the purchasing functional area. In the new organization you may decide
to set the value of the Purchased attribute to ”No.” After you disable the item for the purchasing functional area in the
new organization, the item still retains the purchasing default category set. You may manually delete the purchasing
category set in the new organization.
If you copy an item from another item with category sets defined at the Organization level, Inventory assigns the new
item the default categories of the mandatory category sets, even if the original item did not have the default
categories. This is because Inventory copies the values of the item defining attributes and not the category sets and
categories themselves.

Default Category Sets
Submitted by Anonymous on Tue, 01/20/2009 - 12:26

Tag:

Inventory
/

set to each of the following functional areas: Inventory, Purchasing, Order Management, Costing, Engineering, and
Planning. Product Line Accounting is seeded with the Inventory category set. Inventory makes the default category
set mandatory for all items defined for use by a functional area. If your item is enabled for a particular functional area
you cannot delete the item’s corresponding default category set assignment. Default category sets are required so
that each functional area has at least one category set that contains all items in that functional area.
You can enable an item for each functional area by using that functional area’s item defining attribute. An item
defining attribute identifies the nature of an item. For example, what designates an item as an “engineering item” is
the attribute Engineering Item. If a functional area’s item defining attribute is controlled at the Organization level, then
that functional area may only have an Organization level default category set.
When you enable an item for a certain functional area, Oracle Inventory automatically assigns the item to the default
category set of that functional area and the default category of that set. For example, if you set Inventory Item to Yes,
then Inventory automatically assigns the item to the Inventory functional area’s default category set and default
category.
You may change a functional area’s default category set under certain conditions. You should ensure that every item
within the functional area belongs to the new default category set (which replaces the existing default category set). If
the item defining attribute of the functional area is controlled at the Organization level then the new default category
set should also be controlled at the Organization level.

Refrigerator and etc.Item Catalog Submitted by Anonymous on Wed. length. Examples of catalog descriptive elements are color.10:13 Tag:  Inventory / An item catalog group is a standard set of descriptive elements to which you assign items. Usage: An electronics company (say Samsung) can use the catalog to incorporate length. and style. a textile manufacturer might define pattern attributes such as color. We should first create an item category as mobile and then create a catalog group as mobile-catalog with three catalogs length-breadth and height. size. 01/21/2009 . As the company Samsung also produces other electronics products such as TV. Defining and Using Item Catalogs Follow these steps to define and use item catalogs: 1 Define the item catalog group. texture. . and so on. breadth and height of each mobile it produces. For example. shape.

3 Enter categories for the catalog groups. .2 Define descriptive elements within each catalog group. Items belonging to the above category are attached with the descriptive element of the catalog.

4 Enter descriptive element values for each item. . 5 Update item descriptions with catalog group and descriptive element values.

.6 Search for items using descriptive elements as the search criteria.

01/22/2009 .Searching all the items with bredth 20.14:41 Tag:  Inventory / . Stock Locators Submitted by oracleug on Thu.

1. Item quantities can be tracked by locator. Items can also be restricted to specific locators. Add the segment values of the KFF stock locator.You use locators to identify physical areas where you store inventory items. Navigation : GL -> Financials -> Flexfields -> Key -> Values .

2. Enter the new locator in locator form which can be accessed from below navigation or on subinventory form. Navigation : Inventory -> Set up -> Stock Locator .

This field is used if you have Oracle Warehouse Management installed. A picking order of 1 means that order management functions pick items from this locator before other locators with a higher number (2. 3.11:10 Tag:  Account Receivables . 01/29/2009 . Inspection Station. Storage Locator. Indicate the material status of this locator. Packing Station. 4. If you have Oracle Warehouse Management installed. 5. Receiving. Enter the inactive date for the locator.1. Dock doors are used in Oracle Warehouse Management environments only. Enter a picking order value indicating the priority for picking items from this locator relative to another locator. and so on). This value is used by Oracle Warehouse Managment to sequence picking tasks. Consolidation Locator. Locator Type: Indicate the locator type available choices are as follows: Dock Door. Oracle warehouse management uses this value to sequence tasks. 2. within this locator. Enter the subinventory where the locator resides. Staging Lane. The statuses of those objects will be considered when determining transactions that are not enabled. 6. lot or serial. 3. which controls the enabled transactions for all material in this locator. The status is not overridden by the status of any ubinventory. This is the date the locator becomes inactive. this field determines the picking path through the warehouse and not the order in which material is allocated for a sales order. Enter a dropping order to indicate the priority for dropping items in this locator relative to another locator. Defining Account Aliases Submitted by Anonymous on Thu.

3. You can view. Inventory Period Close Submitted by Anonymous on Fri. report. 2. Closes the open period for Inventory and Work in Process. you can use the account alias instead of an account number to refer to the account./ An account alias is an easily recognized name or label representing a general ledger account number. Calculates ending period subinventory values. Summarize costs related to inventory and manufacturing activities for a given accounting period.14:18 Tag:  Inventory / The period close process for perpetual costing enables you to 1. During a transaction. 12/25/2009 . and reserve against an account alias. 4. . Distribute those costs to the general ledger.

You can transfer these entries to General Ledger when you close the period or perform interim transfers. you should open and close periods for each separate inventory organization independently. Once you close a period. Closes Open Period The period close process permanently closes an open period. you can temporarily hold multiple open periods. As a precaution. a general ledger (GL) batch ID and organization code are sent with the transferred entries. and uses separate processes to load the general ledger interface. perpetual accounting entries are not transferred to the General Ledger. where the organization under that legal entity also has the perpetual cost GL transfer enabled. The other choices for the Transfer to GL parameter are Summary and Detail. 12/25/2009 . This. fiscal calendar. the period close adds the net transaction value for the current period to the prior period’s ending value. it cannot be reopened. you can do a GL transfer without closing the period. Transfers Accounting Entries to the General Ledger If your inventory organization’s parameter for Transfer to GL is None. You can review and report the GL batch number in General Ledger and request Inventory and Work in Process reports by the same batch number. All accounting entries have transaction dates that belong in one accounting period. creates the ending value for the current period. Calculates Ending Period Subinventory Values For each subinventory.)  The accounting periods and the period close process in Cost Management use the same periods.  When you transfer to General Ledger. The warning displays if there is at least one legal entity–cost type combination that has the Periodic Cost Post Entries to GL option checked. and other financial information found in General Ledger. By keeping only one period open. You can transfer summary or detail transactions to General Ledger. Cost Management warns you of the possibility of inadvertently posting both Periodic and perpetual costed transactions to the General Ledger.14:18 Tag: . you can ensure that your transactions are dated correctly and posted to the correct accounting period. You can report and reconcile your transaction activity to an accounting period and General Ledger. You can no longer charge transactions to a closed period.Purchasing also has a separate period open and close.  Inventory and work in process transactions automatically create accounting entries. along with values intransit. Generally. the remaining balances for repetitive schedules Note: If you have chosen the new Periodic Costing feature. Note: Purchasing holds the accounting entries for receipts into receiving inspection and for deliveries into expense destinations. This includes any perpetual receipt accruals. indicating whether the period close process creates summary or detail transactions for posting to the general ledger. (For month–end adjustment purposes. You can also view general ledger transfers in Inventory and drill down by GL batch ID into the inventory and WIP accounting distributions. The period close process transfers the following information: • work in process transactions • job costs and variances • period costs for expense non–standard jobs • depending on the selected options. Inventory Period Close Submitted by Anonymous on Fri.

By keeping only one period open. (For month–end adjustment purposes. 2. the remaining balances for repetitive schedules Note: If you have chosen the new Periodic Costing feature. indicating whether the period close process creates summary or detail transactions for posting to the general ledger. Transfers Accounting Entries to the General Ledger If your inventory organization’s parameter for Transfer to GL is None. Closes the open period for Inventory and Work in Process. All accounting entries have transaction dates that belong in one accounting period. Cost Management warns you of the possibility of . You can review and report the GL batch number in General Ledger and request Inventory and Work in Process reports by the same batch number. The other choices for the Transfer to GL parameter are Summary and Detail. 3. You can also view general ledger transfers in Inventory and drill down by GL batch ID into the inventory and WIP accounting distributions. You can report and reconcile your transaction activity to an accounting period and General Ledger. you can ensure that your transactions are dated correctly and posted to the correct accounting period. This includes any perpetual receipt accruals. Summarize costs related to inventory and manufacturing activities for a given accounting period. perpetual accounting entries are not transferred to the General Ledger. You can transfer these entries to General Ledger when you close the period or perform interim transfers. Closes Open Period The period close process permanently closes an open period.  Inventory and work in process transactions automatically create accounting entries. Inventory / The period close process for perpetual costing enables you to 1. Once you close a period. You can no longer charge transactions to a closed period.Purchasing also has a separate period open and close. a general ledger (GL) batch ID and organization code are sent with the transferred entries.  When you transfer to General Ledger.)  The accounting periods and the period close process in Cost Management use the same periods. 4. and other financial information found in General Ledger. You can transfer summary or detail transactions to General Ledger.  Generally. As a precaution. it cannot be reopened. Calculates ending period subinventory values. Note: Purchasing holds the accounting entries for receipts into receiving inspection and for deliveries into expense destinations. you can do a GL transfer without closing the period. and uses separate processes to load the general ledger interface. you should open and close periods for each separate inventory organization independently. The period close process transfers the following information: • work in process transactions • job costs and variances • period costs for expense non–standard jobs • depending on the selected options. fiscal calendar. Distribute those costs to the general ledger. you can temporarily hold multiple open periods.

For both detail and summary transfers. and passes the correct accounting date and financial information into the general ledger interface. GL batch number. by journal category.inadvertently posting both Periodic and perpetual costed transactions to the General Ledger. Attention: Transfer in detail only if you have low transaction volumes. This. the period close adds the net transaction value for the current period to the prior period’s ending value.16:00 Tag:  Inventory / You can perform the general ledger transfer at any time during an open period—not just at period close. Cost Management groups transactions by GL batch. line for line. including both inventory and work in process entries. the transfer selects transactions from the first open period. you can see the transferred information. Interim transfers allow you to reconcile and transfer information weekly. when you transfer detail entries. Cost Management passes the organization code. For each inventory organization. When more than one period is open. the transaction date is the accounting date with a line for line transfer. as follows: . Cost Management transfers transactions to the general ledger interface table. batch description. making the month–end period close process much simpler and faster. The general ledger transfer loads summary or detail accounting activity for any open period into the general ledger interface. When you transfer in detail. where the organization under that legal entity also has the perpetual cost GL transfer enabled. Transfer Transactions to General Ledger Submitted by Anonymous on Fri. For example. you also pass the material or work in process transaction number. If you transfer summary information. 12/25/2009 . along with values intransit. Transferring large amounts of detail transactions can adversely affect General Ledger performance. and batch date. Calculates Ending Period Subinventory Values For each subinventory. and by account. The warning displays if there is at least one legal entity–cost type combination that has the Periodic Cost Post Entries to GL option checked. the transfer process assigns the period one end date for all the summarized transactions in period one and assigns the entered transfer date for the summarized transactions in period two. up to the entered transfer date. In General Ledger. When you transfer summary entries with two periods open and enter a transfer date in the second period. creates the ending value for the current period. by currency code.

you can delay summarization – but you must summarize these delayed periods in accounting period order. if you delay summarization for a given period. the period is closed and summarized when you change the period status from Open to Closed. the longer the delay – the larger the number of transaction records needed for reconciliation purposes.14:40 . You can run the report in simulation mode by generating it for an open period. you can then post this information to the general ledger. The journal categories Inventory and Work in Process distinguish between inventory and work in process transactions. Period Summarization Process Summarization of transaction records for the open period is the last step in period close. Inventory Pending Transaction Submitted by Anonymous on Fri. set the period status to Closed not Summarized. For example. the following period cannot be summarized until the previous period is summarized. You have the option to perform this process automatically or manually using the profile option. The report can be generated at any time during the period. If you do not choose to summarize periods. If the profile option is set to Automatic. This situation can cause summarization to take more time to complete. If the profile option is set to Manual. CST:Period Summary. Using Journal Import and Post Journals processes in General Ledger. In situations where summarization is delayed.Cost Management uses the journal source Inventory for both inventory and work in process transactions. 03/27/2009 . The Period Close Reconciliation report is used to compare account balances with inventory value at period end.

These transactions are in your work in process value. and never be picked up by the period close or general ledger transfer process. You are unable to close the period with this condition. Please see your system administrator. and never be picked up by the period close or general ledger transfer process. . You are unable to close the period with this condition. You are unable to close the period with this condition. There are three zones titled “Resolution Required”. Navigate > Cost > Accounting Close Cycle > Inventory Accounting Periods Place cursor on the appropriate open accounting period and click on the [Pending] Button. Uncosted material transactions exist for this period This message indicates you have material transactions in the MTL_MATERIAL_TRANSACTIONS table with no accounting entries (Standard Costing) and no accounting entries and no costs (Average Costing).Tag:  Inventory / Users can see the number of pending transactions by navigating to the Inventory Accounting Periods Form. and never be picked up by the period close or general ledger transfer process. Unprocessed material transactions exist for this period This message indicates you have unprocessed material transactions in the MTL_MATERIAL_TRANSACTIONS_TEMP table. Closing the period in this situation is not allowed because the resultant accounting entries would have a transaction date for a closed period. Closing the period in this situation is not allowed because the resultant accounting entries would have a transaction date for a closed period. Closing the period in this situation is not allowed because the resultant accounting entries would have a transaction date for a closed period. These transactions are part of your inventory value. Pending WIP costing transactions exist in this period This message indicates you have unprocessed resource and overhead accounting transactions in the WIP_COST_TXN_INTERFACE table. “Resolution Recommended” and “Unprocessed Shipping Transactions”. and awaiting further processing. Inventory considers entries in this table as part of the quantity movement.

Pending receiving transactions for this period When you use Purchasing. However. you will receive a warning but will be able to close the accounting period. These transactions are not in your work in process value. If this condition exists. However. you will receive a warning but will be able to close the accounting period. this message indicates you have unprocessed purchasing transactions in the RCV_TRANSACTIONS_ INTERFACE table. Pending move transactions for this period This message indicates you have unprocessed shop floor move transactions in the WIP_MOVE_TXN_INTERFACE table. after you close the period. you will receive a warning but will be able to close the accounting period. These transactions are not in your inventory value. If this condition exists. 12/26/2009 . Closing a Period Submitted by Anonymous on Sat.00:27 Tag:  Inventory / . Pending material transactions for this period This message indicates you have unprocessed material transactions in the MTL_TRANSACTIONS_INTERFACE table. these transactions cannot be processed because they have a transaction date for a closed period. these transactions cannot be processed because they have a transaction date for a closed period. These transactions include purchase order receipts and returns for inventory. after you close the period. However. after you close the period. These transactions are not in your receiving value. If this condition exists.Unprocessed Shipping Transactions “Pending Transactions” in the Unprocessed Shipping Transactions zone indicate there are transactions in the WSH_DELIVERY_DETAILS table in a status of shipped. these transactions cannot be processed because they have a transaction date for a closed period.

Check Order Management transaction processes. 2. Balance perpetual inventory. Check that your ending perpetual inventory value for the period being closed matches the value you report in the general ledger. – Transaction historical Summary Report – Receiving Value Report – All Inventories Value Report – Elemental Inventory Value Report – Subinventory Account Value Report – Item Cost Report 7. – Issue to miscellaneous account: For example. the month–end inventory valuation reports will not equal the general ledger account balance. If you use Work in Process. If you do not use immediate processing. The debit and credit net to zero with no financial charge. Cost Management processes your inventory and work in process accounting transactions as a concurrent request. If you use Order Management. you should check that the Cost Manager is active. Validate Work in Process inventory. and adjustments. or submit a concurrent request periodically at a time interval you specify. you issued material from a subinventory to a miscellaneous account. – Charges to improper accounts: For example. Perpetual inventory value normally balances automatically with the general ledger. Perform all issues. credit subinventory valuation account 123. 5. review all of the transactions using the Material Account Distribution Report for the period with a high dollar value and/or a high transaction quantity. check the Inventory material transaction manager and the Work in Process move transaction manager before closing the period. However.receipts. 4. or interface external transactions. 6. the following miscellaneous transaction issue would cause an out of balance situation: debit account specified at transaction 123. Correcting improper account charges before you close a period is easier than creating manual journalentries. Verify that no hard copy records exist or are waiting for data entry. one of the following sources can create a discrepancy: – Other inventory journal entries. Check that you charged the proper accounts. you can also run these Reports: – Inventory Value Report – Material Account Distribution Detail Report – Material Account Distribution Summary Report – Period Close Summary Report – Period Close Reconciliation report – Inventory Subledger Report (Average Costing Only) In a organization using Project Manufacturing Average Costing. . Check Cost Management cost interfaces.You can set up the material and move transaction managers to execute transactions immediately. then submit an immediate concurrent request to execute. but used one of the subinventory accounts as that miscellaneous account. but since the inventory quantity decreased. the following valuation reports should not be used for reconciliation purposes because these reports list the average value across cost groups. such as packing slips in receiving. If you do not run the inventory reports at period end. Before you close a period. Journal entries from products other than Inventory that affect the inventory accounts. check work in process inventory balances against transactions with the WIP Account Distribution Report.1. Check Inventory and Work in Process transaction interfaces. using a specified time interval. Enter all transactions. 3. ensure that all sales order transaction processes complete and transfer successfully to Inventory. Review Inventory transactions. if there is more than one cost group. Before you close the period. This occurs when you run the end of month inventory valuation reports before you complete all transactions for the period. – Transactions after period end reports. Be sure you enter all transactions for the period.

When you close Purchasing or Inventory. 11. in preparation for accruing expenses on uninvoiced receipts. . as a manual procedure. Since you cannot reopen a closed period. With units of measure you can: 1. If you use Payables and Purchasing. Define units of measure. Run the Period Close Reconciliation report. Close the accounting period and automatically transfer transactions to the general ledger. 12. If the CST: Period Summary profile option is set to Automatic. Closing a period executes the general ledger transfer automatically. 2. 9. or receive items in any unit of measure. you need to close the accounting periods in the following order: – Payables – Purchasing – Inventory If you only use Purchasing and Inventory. run the general ledger transfer process up to the period end date before closing the period. create period summarization transactions by generating the Period Close Reconciliation report. 10. This sets your Inventory Accounting Period status to Closed not Summarized. If the CST: Period Summary profile option is set to Manual. Define unit of measure conversions. You can easily convert between the units of measure you define. It is used to match account balances with inventory value at period end. The concurrent program creates summarized transaction records. Units of Measure Submitted by oracleug on Mon.8. you cannot enter a receipt for that period. Define unit of measure classes. Transfer transactions in advance of closing period (optional). running this process before period close allows you to proof the interfaced transactions and make adjustments to the period via new inventory transactions as necessary. 4. This still allows miscellaneous transaction corrections in Inventory. you can also run this process without closing a period using Transfer Transactions to General Ledger. and displays the differences between account balances and inventory value. 3.10:11 Tag:  Inventory / Oracle Inventory provides you with powerful methods for defining and manipulating units of measure. Define lot-specific unit of measure conversions Defining Unit of Measure Classes Unit of measure classes represent groups of units of measure with similar characteristics. However. If time permits. Close Oracle Payables and Oracle Purchasing. The period status is set to Closed when the summarization process has completed. This enables you to manufacture. Doing so ensures that all new payables activity is for the new month and you do not inadvertently match a prior month invoice in payables to a new month receipt. no other steps are necessary. 04/20/2009 . close Purchasing before Inventory. you need to close Purchasing first. order. Close Payables before Purchasing. This report automatically runs in simulation mode for the open period. However.

 Creating unit of measure classes is the first step in unit of measure management.  Unit of measure classes are not organization-specific. Default unit of measure classes are not provided. Each unit of measure you define must belong to a unit of measure class. 1. . 3. Define the base unit of measure for this class.  Each class has a base unit of measure. 2. the base unit of measure should be representative of the other units of measure in the class. For example. For this reason. The base unit of measure is used to perform conversions between units of measure in the class. Define a unique abbreviation for the base unit of measure. Enter a unique name for the unit of measure class. you could use CU (cubic feet) as the base unit of a class called Volume. and generally one of the smaller units.

The primary unit of measure is an item attribute that you specify when defining each item.  Defining units of measure is the second step in unit of measure management.  Units of measure are not organization-specific. Prerequisites You must define at least one unit of measure class. Enter UOM from UOM Class FORM After defining the UOM class click on Uint of measure button to enter a new UOM.12:24 Tag:  Purchasing / Units of measure are used by a variety of functions and transactions to express the quantity of items.  The values defined in the Units of Measure window provide the list of values available in unit of measure fields in other windows.Defining Units of Measure Submitted by Anonymous on Mon. Primary Unit of Measure Theprimary unit of measure is the stocking unit of measure for an item in a particular organization. Enter the UOM namd and short name. Save the form . 04/20/2009 .

As of this date. Defining Unit of Measure Conversions Submitted by Anonymous on Mon. Indicate if this is the base unit of measure for the unit of measure class. EA for each or HRS for hours.12:37 Tag:  Inventory / . To make a unit of measure inactive: 1. 1. 4. 3. Enter a unique abbreviation for the unit of measure with a maximum length of three characters. For example. Enter a unit of measure class. you can no longer assign standard or item-specific conversions to the unit of measure.Define a UOM in UOM form Navigate to the Units of Measure window. To change Base UOM: It’s not possible to change the base UOM from one UOM to another UOM. 04/20/2009 . Enter a unique name for the unit of measure. Enter the date on which the unit of measure becomes inactive. To delete a unit of measure: 1. You can delete existing units of measure that are not base units of measure if no standard or item specific conversions are defined. 2.

2. Other Oracle Applications support different decimal precision. If the transaction quantity is rounded to zero. As a result of the decimal precision mismatch. The list of values for the unit of measure field displays all units of measure for which you have defined standard and/or item-specific conversions from the primary unit of measure. Oracle Work in Process supports decimal precision to 6 digits. Important: Inventory transactions and on hand balance supports decimal precision to 5 digits after the decimal point. transactions another Oracle Application passes may be rounded when processed by Inventory. the default is the primary unit of measure for the item. If both exist for the same unit of measure and item combination. 3. Inventory does not process the . The conversion happens automatically and item quantities are updated in the primary unit of measure of the item. Transactions are performed in the unit of measure you specify. If none exist. Unit of Measure Conversions During Transactions Whenever you enter an item's quantity. Both: Uses both item-specific and standard unit of measure conversions. you can only transact this item in its primary unit of measure. the item-specific conversion is used. Itemspecific: Only uses unit of measure conversions unique to this item.Unit of measure conversions are numerical factors that enable you to perform transactions in units other than the primary unit of the item being transacted. You can define: A conversion common to any item (Standard) A conversion for a specific item within a unit of measure class (Intra-class) A conversion for a specific item between unit of measure classes (Inter-class)  Unit of measure conversions are not organization-specific. Standard: Uses standard unit of measure conversions for this item if an item-specific conversion is not available.  You must define a conversion between a non-base unit of measure and the base unit of measure before you can assign the non-base unit of measure to an item Specifying Which Conversion to Use When you define an item you decide which type of unit of measure conversion to use: 1.

It is therefore suggested that the base unit of measure for an item is set up such that transaction quantities in the base unit of measure not require greater than 5 digits of decimal precision. the conversion factor is 12. Suppose we have defined a UOM convsrion rule for a unit of measure UOM_XYZ as UOM_XYZ = 6 x Primary UOM but for a particular item the vonvsrion rate is not 6 in that case we define a intra class convesrion for a particular item and when ever that item is transacted system 'll pick the convesrion rate from either intra class or standrad convesrion depending upon ITEM master set up. For exampe Suppose ITEM001 has a primary UOM as Ea and UOM Ea belongs to class Quantity then we can define intra class conversion for the item ITEM001 between two UOMs in the class Quantity. Notes We can do intra class conversion between two UOMs for a particular item only for a single class which is the UOM class of the primary UOM of the item. if EA is equal to one-twelfth of a DZ. if one DZ (this unit of measure) is equivalent to 12 EA (base unit).08333. 2 Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure established for this class. Define a Standard conversion for any item In standrad conversion you specify how one unit of mesaure is related to the primary unit of measure in the same class. 1 Enter a unit of measure. In standrad conversion you cant do the following You cant specify any sort of intra class conversion Relationship between two UOMs not invloving primary UOM Navigate to the Unit of Measure Conversions window & Select the Standard tabbed region. . Or. we cant define intra class convesrion between any other UOMs belonging to a differnt UOM class. For example. the conversion factor is 0. Define a conversion for a specific item within a unit of measure class (Intra-class) We have seen in standard conversion we can only do convesrion from one UOM to primary UOM.transaction.

3. Select the Intra-class tabbed region. 1.Navigate to the Unit of Measure Conversions window. Enter an item. Enter a unit of measure. . 2.

2. Navigate to the Unit of Measure Conversions window and Select the Inter-class tabbed region. For example. if one LB (this unit of measure) is equivalent to 16 OZ (base unit). 1. if one ML (source base unit) is equivalent to one GR (destination base unit). . the conversion factor is one. Enter the conversion factor by which the source base unit is equivalent to the destination base unit. Define a conversion for a specific item between unit of measure classes (Inter-class) Inter class conversion is used to convert an item from one primary UOM in one class to another primary UOM in a differnt class for a particular item.4. Select the destination base unit of measure of the class to which you are converting a unit of measure. 3. Select an item. Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure established for this class. the conversion factor is 16. For example.

If none exist. Itemspecific: Only uses unit of measure conversions unique to this item. 04/20/2009 .12:37 Tag:  Inventory / Unit of measure conversions are numerical factors that enable you to perform transactions in units other than the primary unit of the item being transacted. Standard: Uses standard unit of measure conversions for this item if an item-specific conversion is not available. the item-specific conversion is used. .  You must define a conversion between a non-base unit of measure and the base unit of measure before you can assign the non-base unit of measure to an item Specifying Which Conversion to Use When you define an item you decide which type of unit of measure conversion to use: 1. Both: Uses both item-specific and standard unit of measure conversions. 2. 3.Defining Unit of Measure Conversions Submitted by Anonymous on Mon. You can define: A conversion common to any item (Standard) A conversion for a specific item within a unit of measure class (Intra-class) A conversion for a specific item between unit of measure classes (Inter-class)  Unit of measure conversions are not organization-specific. you can only transact this item in its primary unit of measure. If both exist for the same unit of measure and item combination.

. Define a Standard conversion for any item In standrad conversion you specify how one unit of mesaure is related to the primary unit of measure in the same class. Other Oracle Applications support different decimal precision. In standrad conversion you cant do the following You cant specify any sort of intra class conversion Relationship between two UOMs not invloving primary UOM Navigate to the Unit of Measure Conversions window & Select the Standard tabbed region. Inventory does not process the transaction. The list of values for the unit of measure field displays all units of measure for which you have defined standard and/or item-specific conversions from the primary unit of measure. Oracle Work in Process supports decimal precision to 6 digits. transactions another Oracle Application passes may be rounded when processed by Inventory. As a result of the decimal precision mismatch. the default is the primary unit of measure for the item.Unit of Measure Conversions During Transactions Whenever you enter an item's quantity. Important: Inventory transactions and on hand balance supports decimal precision to 5 digits after the decimal point. Transactions are performed in the unit of measure you specify. The conversion happens automatically and item quantities are updated in the primary unit of measure of the item. If the transaction quantity is rounded to zero. It is therefore suggested that the base unit of measure for an item is set up such that transaction quantities in the base unit of measure not require greater than 5 digits of decimal precision.

Suppose we have defined a UOM convsrion rule for a unit of measure UOM_XYZ as UOM_XYZ = 6 x Primary UOM but for a particular item the vonvsrion rate is not 6 in that case we define a intra class convesrion for a particular item and when ever that item is transacted system 'll pick the convesrion rate from either intra class or standrad convesrion depending upon ITEM master set up. Notes We can do intra class conversion between two UOMs for a particular item only for a single class which is the UOM class of the primary UOM of the item. if one DZ (this unit of measure) is equivalent to 12 EA (base unit). the conversion factor is 0. For exampe Suppose ITEM001 has a primary UOM as Ea and UOM Ea belongs to class Quantity then we can define intra class conversion for the item ITEM001 between two UOMs in the class Quantity. . Define a conversion for a specific item within a unit of measure class (Intra-class) We have seen in standard conversion we can only do convesrion from one UOM to primary UOM. Or. For example. we cant define intra class convesrion between any other UOMs belonging to a differnt UOM class.1 Enter a unit of measure. 2 Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure established for this class. the conversion factor is 12. if EA is equal to one-twelfth of a DZ.08333.

Enter an item. 3.Navigate to the Unit of Measure Conversions window. 1. Select the Intra-class tabbed region. Enter a unit of measure. 2. .

the conversion factor is 16. If you create a lot-specific conversion for a lot with on-hand quantities. Navigate to the Unit of Measure Conversions window and Select the Inter-class tabbed region. 3. 2. and the corresponding quantity changes. if one LB (this unit of measure) is equivalent to 16 OZ (base unit). Define a conversion for a specific item between unit of measure classes (Inter-class) Inter class conversion is used to convert an item from one primary UOM in one class to another primary UOM in a differnt class for a particular item. This enables you to establish more granular control over the transactional quantities of a lot. For example. Select the destination base unit of measure of the class to which you are converting a unit of measure. Select an item. Enter the conversion factor by which the source base unit is equivalent to the destination base unit. For example. the standard inter-class conversion for a lot controlled item is one gallon equals 15 pounds. 1 gallon equals 16 pounds. Lot-Specific Unit of Measure Conversions Lot specific conversions enable you to perform a specific inter-class conversion for a given lot. You can create lot-specific unit of measure conversions for on-hand lots or lots with a zero balance. if one ML (source base unit) is equivalent to one GR (destination base unit). For example. You can create a lot specific unit of measure for this instance.4. when you receive a particular lot of the item. You can also view the history of changes made to the lot unit of measure conversion. . however. Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure established for this class. the conversion factor is one. you can automatically update the quantities in the system to more accurately reflect the on-hand quantity. 1.

subinventories. If you choose None for any of the criteria fields. Then. if 16 pounds (source base unit) is equivalent to 1 Gallon (destination base unit). For example. Inventory looks at the options (except for None options) for each criterion in the order in which they appear beneath each criterion. and locators are picked for sales order. which uses the information you enter in the Picking Rules window to generate pick lists for sales orders. Oracle Shipping Execution submits requests to Oracle Inventory. Enter the conversion factor by which the source base unit is equivalent to the destination base unit. Rules Picking Rules When you define an item you choose a picking rule to determine the order in which revisions. if you choose None for Revision. 6. Optionally. Optionally. lots. Enter the item number in the Item field. 5. To define a picking rule . 2. 4. 3. Inventory picks units of an item without regard to revision levels.1. Enter the lot number in the Lot Number field. This is the date when the unit of measure conversion for the lot reverts back to the standard inter-class conversion. For example. Oracle Inventory looks at the picking criteria in the order in which they appear in the Picking Rules window. Inventory ignores that criterion. Select the destination base unit of measure of the class to which you are converting the unit of measure. enter a transaction reason for the conversion. enter an inactive date for the conversion. the conversion factor is 16.

Select an option for subinventory order: Subinventory: Pick by order defined for each subinventory. 3. Transaction Flow Submitted by Anonymous on Fri. To delete a picking rule You can delete a picking rule if there are no references to it. Navigate to the Picking Rules window. 6. Lot Number: Pick lowest lot number. None: Do not consider subinventories in the picking process. Effective Date: Pick earliest revision effective date. 2. None: Do not consider locators in the picking process. Receipt Date: Pick items according to the earliest locator receipt date. Enter a unique name for the rule. None: Do not consider lot numbers in the picking process. None: Do not consider revision levels in the picking process.1. Select an option for revision order: Revision: Pick most recent revision. Receipt Date: Pick earliest lot receipt date. 4. 5.17:37 Tag:  Inventory . 12/25/2009 . the date you received items into their current location. Receipt Date: Pick earliest subinventory receipt date. Select an option for lot order: Expiration Date: Pick earliest lot expiration date. Select an option for locator order: Locator: Pick items according to the picking order defined for each locator.

Enterprise Structure  Inventory / . It is from here that the inventory quantities finally get updated. validation. LOCK_FLAG = 2 PROCESS_FLAG = 1 transaction_mode = 3 Once the transactions have been passed to this table after initial validation by the Transactions Manager (INCTCM) from the MTL_TRANSACTIONS_INTERFACE a job id is attached and a Transactions Worker (INCTCW) is submitted by the INCTCM process in order to the get the records processed and moved to the MTL_MATERIAL_TRANSACTONS table. Modules such as WIP (Work In Progress) and OE (Order Entry) first pass their records to the MTL_TRANSACTIONS_INTERFACE (MTI)for validation. the item is being shipped to a client so the lot and serial number if being used.serial/lot numbers get marked as being used.In the case of an Sales Order. There is an Interface Manager called the Transactions Manager (INCTCM) which reads records from this table.INCTCW) which then processes these records through inventory. It is important to note that in general the processors will not move the transactions from this table if the following fields are not set as follows. Inventory Module Forms like Miscellaneous transactions writes directly into this table. The transactions which are done through these form are on-line processing./ MTL_TRANSACTIONS_INTERFACE table is the Interface between non-Inventory applications and the Inventory Transactions module. MTL_TRANSACTIONS_LOTS_INTERFACE and MTL_SERIAL_NUMBERS_INTERFACE into their respective TEMP (temporary) tables from where the transactions processor processes them. This process consists of data derivation. and transfer of records from MTL_TRANSCTIONS_INTERFACE. Both the Lots and Serial number tables above are used when items being updated are under 'Lot' or 'Serial' number control. validates them and moves the successful transactions onto MTL_MATERIAL_TRANSACTIONS_TEMP. and submits Transaction workers (sub-processes . Example :. This table is also used by Inventory Module and Purchasing module which writes directly onto this table for any transactions entered within itself and each transaction in turn through a process of strict validation. this needs to be updated to show that it is no longer available in Inventory stock. In other words any other module other than Inventory that wants to update Inventory has to come through this table.

. and the system will process an intercompany sale to properly account for it. Multi-org. goods my be sold out of one operating unit or legal entity and shipped out of another. You also must plan how to implement certain parameters and what level of the structure controls them. operating units. The SOB is set up in the General Ledger.You must plan how Oracle Inventory represents your company’s inventory sites and business units. and legal entity. fiscal calendar. With multi-org. but only one location may be assigned to an inventory organization. operating unit. Set of Books (SOB): The financial entity that represents the chart of accounts. and is assigned to an organization or used to indicate delivery information on a purchase order. locations. a business enterprise may set up multiple business units with differing sets of books. You do not have to use Oracle Applications multi-org to support multiple inventory organizations if all the inventory organizations share the same set of books. This includes defining organizations. subinventories. You may define as many locations as you like. Location: A location is simply a name and address. Business group is a group of companies that does business in different markets under common administrative or financial control whose members are linked by relations of interpersonal trust on the bases of similar personal ethnic or commercial background a business group. With multi-org. and base currency. and locators depending on your company structure. Multi-org often refers to an Oracle Applications setup used to enable multiple business units in a single install. and legal entities all within a single instance. however. should not be mistaken for installs with multiple inventory organizations.

thereby determining the availability of the material stored in the subinventory.. and transacts the daily ins and outs of material movement. you can have a legal entity in a country where you do business. Inventory Organization: An entity used to represent a manufacturing or distribution site. The Configuration Workbench classifies an organization as a GRE/Legal Entity where your enterprise operates in a country. Subinventories are generally defined to represent the main stores area as well as stocking points on the production floor. The stock locator is a key flexfield that is often defined as a multiple segment flexfield with the segments representing the physical layout of a stockroom. and bin.. Cross-references are also master level only or master level optional as well. a sales order may have lines shipping from different inventory organizations or a purchase order may have lines destined for different inventory organizations. Order Entry and Accounts Receivable setup. For example. As goods move in and out of a subinventory a transaction posts to the asset account. Generally. planning material requirements. A legal employer is a legal entity that is responsible for employing people in a particular country. then enabled in other inventory organizations as necessary. Operating Unit Organization: A business unit that shares a common Purchasing. with Oracle Applications a single inventory organization is created and designated at the master organization. then you must have at least one organization classified as a legal entity and a legal employer. and base currency for all financial and value added activities that occur within the organization. For example. and classifies it as an Employer if you employ people in that country also. Category sets may also be designated as master organization level. and available to promise checks. distribution centers. each numbered so that a row/shelf/bin combination would direct someone to a particular material storage compartment. Fiscal and tax reporting are done at the Legal Entity level.so the question is from where it comes? First we create a Business Group. reservations. Some of the item attributes are set as controlled at the master organization and therefore the attribute values cannot be updated within individual inventory organizations. Accounts Payable. but do not employ people in that country. A variation on the inventory organization is the master item organization. Subinventory: Physical or logical locations for storing inventory. Attachment of LE/OU/INV with BG We never attach any LE/OU/INV with BG in front end. Stock Locator: A physical area within a stockroom.Legal Entity Organization: An entity used to represent a legal company. a stockroom may be laid out in rows of shelves with bins on the shelves. fiscal calendar. but they share a common sales order and purchase order system. After that we attach the business group to a responsibility through the profile option HR : Business Group. An inventory organization is the lowest level entity for costing goods. . Such an implementation would define a locator flexfield as a 3 segment flexfield with segments for row. Only a single address may be assigned to an Inventory Organization. manufactures goods. Additional subinventories may be used to specify supply closets or cabinets and the cage area for discrepant material. with multiple manufacturing sites. Therefore. When ever we create a business group the system creates an organization with type businessgroup and attach a business group ID 'N' which is same as the organization ID for that Business group. For example.. Subinventories are flagged as to availability for planning (nettable). Items are defined first in the master organization. Subinventories are assigned material asset account numbers. Next we create whenever we create a new LE/OU/Inv with one responsibility the system 'll attach the Business Group which is attached with the HR : Business group for that particular responsibility. if you employ people in a country. Inventory organizations are where a user tracks on-hand balances. and sales offices. shelf. Inventory Organizations are also assigned to a Legal Entity Organization and an Operating Unit Organization. An operating unit may consist of multiple inventory organizations. An inventory organization is assigned a Set of Books which determines the chart of accounts.but its available in HR_ALL_ORGANIZATION_UNITS in column Business_Group_ID. and securing system access.

From this date on. such as a department or a division. Navigate to the Planners window. To define and update material planners or planning entities: 1. Optionally. you cannot assign this planner to an inventory item.Defining Planners Submitted by Anonymous on Mon. 2. 3. A planner can be a person or an entity. Enter the electronic mail address of the planner. 04/27/2009 . Enter a unique planner name.01:14 Tag:  Inventory / You can define and update material planners or planning entities for the current organization and assign them to inventory items at the organization level. 4. . enter a date on which the planner becomes inactive.

bill-to. office site. 01/21/2009 . receiving. . internal site & other location information for Purchasing documents.Defining Locations Submitted by Anonymous on Wed.12:24 Tag:  Inventory / Use the Locations window to define ship–to.

the international style is displayed. it is displayed as the default. If you are setting up a location for one Business Group. HRMS does not use some of the fields in the Location window. These fields are disabled for HRMS users. Otherwise. the location Name that you define here and enable as a Ship–To or Bill–To site is available in the list of values for you to choose from in the Ship–To or Bill–To fields. Header Uncheck the Global check box if you want the location to only be available within the default Business Group of your current responsibility. selecting Ship–To Site makes the location Name a valid choice in the list of values for the Ship–To field on a purchase order header.Locations are shared across Business Groups in HRMS and with two other Oracle applications: Inventory andPurchasing. But if you wanted to change that default. but does not have to be unique across all Business Groups. For example. Note: You cannot amend the Global check box once you have set up your location. Accept the default if you want the location to be a global location and therefore available to all Business Groups. Address Details Tab Select a national address style from the list. the Legal Address check box is read-only and supports future functionality in Oracle Financials. If a local address style exists for your country. the location name must be unique within that Business Group and all global locations. For example. Note that if you define a default Ship–To or Bill–To Location in the Supplier–Purchasing region of the Financials Options window for your organization. Shipping Details Selecting the check boxes means that you are making the location Name a valid location in the list of values on a Purchasing document. If you are setting up a global location. the location name must be unique across all Business Groups. that is the location that defaults onto your purchase orders. .

Ship–To Site: Is this location is a receving dock. Select this option to make the location Name a valid ship–to organization on a purchase order or requisition. . previously defined Ship–To Location—for example. Ship–To Location : Its the receving dock. is specified on a purchase order header. such as a field office. Receiving Dock A is the ship–to site for Office A. Other Details Inventory Organization: Select an inventory organization within which this location will be available in the list of values on a Purchasing document. that once you specify a separate Ship–To Location. this location becomes available on Purchasing documents in all organizations. By selecting no inventory organization. Office A itself cannot also be the ship–to site. In this example.Contact: Optional contact name for the location Name. however. Usually the same as the location Name. Receiving Site: Select this option to make the location a valid receiving Location when creating a receipt or receiving transaction. you can no longer enable the location Name as a Ship–To Site. Office A. and specify Receiving Dock A as its Ship–To Location. therefore. Internal Site: Select this option to make the location a valid internal ship–to location when creating an internal requisition. if you wanted to create a location Name. which is used by Payables. The Bill–To Site. Office Site: Select this option to indicate that this location Name is an office site. Bill–To Site: Select this option to make the location Name a valid bill–to site. Note. You could select a separate.

be sure that this will not cause you problems in the future. sections or cost centers) Creating an Organization 1. You can create two organizations with the same name in different business groups but this can cause confusion later. such as Division. If you decide to create two organizations with the same name. This is because the system uses the location of the organization of the employee's primary assignment to determine employee work locations for tax purposes. For Dutch users only. This should be early enough to include any historical information you need to enter. departments. or the level of each organization in your enterprise. insurance carriers. Organization types do not classify your organization. benefit carriers. Organization External organizations (for example. Enter a location. Enter a name for your organization in the Name field. disability organizations. if one exists. then you must not assign a location to more than one organization classified as an Inventory Organization. 4. including business groups. tax offices. The type may identify the function an organization performs. Department or Cost Center. 01/21/2009 . . if the HR: Cross business group profile option is set to Yes and you decide to share certain information across all business groups. a social insurance provider or a private health insurance provider. Note: You cannot assign an employee to an organization before the start date of the organization. You can also enter an internal address to add more details such as floor or office number. If you are using Oracle Payroll in the US. select an organization type in the Type field. Business group ii. This location should match the ship-to location specified on an ASN or ASBN Organization Submitted by Anonymous on Wed. you use them for reporting purposes only. because the assignment to a GRE exists in addition to the assignment to an organization. every organization to which employees can have assignments. enter a defined location. A check is performed to see if organizations with the same name already exist. if you are setting up external organizations for a tax office. you must enter the postal address and contact details using the NL_POSTAL_ADDRESS Location EIT. Enter a start date in the From field. This does not apply to GREs. All Oracle applications you install share the information entered in the Organization window. Therefore organization names must be unique within a business group. Operating Units iv. and business group names must be unique across your applications network. must have on record a location with a complete address.EDI Location: If you use Electronic Data Interchange (EDI) to receive Advance Shipment Notices (ASNs) or ASNs with billing information (ASBNs). Note: If you are an Oracle Inventory user.13:03 Tag:  Inventory / Define the following organizaions as per the requirement of business i. such as Administration or Service. 3. Optionally. 2. Legal Entity iii. or recruitment agencies) Internal organizations (for example.

Examples of external organizations that may require entry are disability organizations. You cannot assign people to an external organization. and organizations that are recipients of third party payments from employees' pay. Inventory : Setup -> Organizations -> Organization Enter Organization Classifications & Additional Information 1. organizations that employees name as beneficiaries of certain employee benefits. Business Group . Enter internal or external in the Internal or External field.5. benefits carriers. insurance carriers.

Benefits Defaults. 2. Attaching Set of Books to Legal Entity .Business Group Information. PTO Balance Type. Self Service Preference Information. Budget Value Defaults. Work Day Information. Recruitment Information. Payslip Information.

Attaching Set of Books & Legal Entity to Operating Unit .3.

4. Attaching Operating Unit to organization .

There are two types of subinventories within Warehouse Management. storage and receiving. finished goods. you can create receiving subinventories to track material in the receiving area. The system can book orders against. Optionally. 01/22/2009 . You must define at least one storage subinventory for your implementation. Material located in a receiving subinventory does not appear in on hand quantity. Material that resides in a storage subinventory appears in on hand quantity. You use receiving subinventories when you want to track the material as soon as it enters the warehouse before an operator puts it away. and the system cannot reserve the material.12:24 Tag:  Inventory / Subinventories are unique physical or logical separations of material inventory. All material within an organization resides in a subinventory.Subinventories Submitted by Anonymous on Thu. and use manufacturing processes on material that resides in a storage subinventory. . Receiving subinventories enable managers to see where the material resides as soon as it enters the warehouse. and is tracked by the system. Storage subinventories are intermediate or final put away locations for material. or defective material. such as raw inventory.

you must define at least one subinventory.An operator can also only specify a receiving subinventory if they are using a mobile device to receive the material. . All material within an organization is held in a subinventory therefore. Note: Operators cannot transfer material from a storage subinventory to a receiving subinventory.

Enter a unique alphanumeric name. within this subinventory.When you create a new subinventory the subinventory is only available to the inventory org(M1 in above pic) where you are creating it. Table : MTL_SECONDARY_INVENTORIES Define new Subinventory Submitted by Anonymous on Thu. Indicate the material status of this subinventory. 2. The status is not overridden by the status of any locator. which controls the enabled transactions for all material in this subinventory. 01/22/2009 . Header 1. The .13:03 Tag:  Inventory / Select a source type for item replenishment. lot or serial.

or reserved. Include in ATP: Indicate whether to include items in this subinventory in ATP calculations. 4. and links it to a receiving location. 3. This subinventory type is used only for receiving material. 6 Nettable: Indicate whether the planning process uses the on–hand balance of these subinventory items as available inventory (Nettable). 3. this cost group will be assigned. Dynamic entry: Inventory transactions within this subinventory require you to enter a locator for each item. and you are working with a WMS enabled organization 8. This feature is available if you have Oracle Warehouse Management installed. You can update this value only if there is no on–hand quantity. Select the subinventory type from the drop down list. Item level: Inventory transactions use locator control information that you define at the item level. This field is used if you have Oracle Warehouse Management installed. You can update this value only if there is no on–hand quantity for the subinventory. or Nettable options. This feature is available if you have Oracle Warehouse Management installed. You may choose a valid predefined locator. 2. None: Inventory transactions within this subinventory do not require locator information. You can only update this option if there is no on–hand quantity for the subinventory. Quantity tracked Indicate whether each transaction for this subinventory updates the quantity on hand for the subinventory (Quantity Tracked). Allow Reservation: Indicate whether to include this subinventory when you perform available–to–reserve calculations. no pending transaction. . 7. Prespecified: Inventory transactions within this subinventory require you to enter a valid predefined locator for each item. Optionally. and LPNs cannot be packed into this subinventory. Reservable. 9. Select a type of locator control. 5. or no uncosted transaction for the subinventory. all LPNs transacted into this subinventory will be automatically unpacked. LPN Controlled: Indicate if material may be packed into an LPN in the subinventory. The available choices are as follows: Storage: Designates the subinventory as a Storage subinventory. until you perform a cost group change transaction. Null: No subinventory designation Parameters Following are the important parameters that we must define 1. This cost group will remain with the material. If you leave this option unchecked. Material in this type of subinventory cannot be on–hand. enter an inactive date for the subinventory. This data is needed to support depreciable and location information in the Subinventory Setup from the Oracle Network Logistics product. You can select an option only if you selected locator control as Determined at subinventory level in the Locator Control field in the Organization Parameters window. and you are working with a WMS enabled organization. Receiving: Designates the subinventory as a receiving subinventory. or define a locator dynamically at the time of transaction. on–hand balances are not maintained and you cannot check or update the Asset Inventory.statuses of those objects will be considered when determining transactions that are not enabled. Indicate the default cost group for this subinventory. even through subinventory transfers. Include in ATP. 4. Depreciable: Indicate whether to designate items in this subinventory as depreciable. Asset Subinventory: Indicate whether to maintain the value of this subinventory on the balance sheet (Asset Subinventory). If this is unchecked. If the cost group assignment rules fail to identify a cost group for newly received material.

Enter a location for the subinventory. Sourcing Inventory: Replenish items internally. from another subinventory in the same inventory organization. you may enter the valuation accounts. subinventory account information Enter the general ledger accounts. Subinventory: Replenish items internally. enter pre–processing. If the Subinventory type is Receiving. Receiving Sub Inventory Submitted by Anonymous on Tue. from another organization. and Oracle Bills of Material is installed. and Oracle Bills of Material is not installed.Navigate to the Subinventories Summary folder window. you are only required to enter the Material and Material Overhead accounts. If you use standard costing. The Subinventories window appears. 01/18/2011 . Choose New. all asset accounts are required. These lead times are used when you use min–max planning at the subinventory level.The default accounts are those defined for the organization in the Organization Parameters window. If you are using average costing. If you use standard costing. Average costing uses only the Expense and Encumbrance accounts.16:52 Tag:  Inventory / . but they are not used.10. Lead times Optionally. this field is mandatory. and post–processing lead times for items in this subinventory. processing. from a supplier you specify in Oracle Purchasing. Supplier: Replenish items externally.

Allow Reservation.Designates the subinventory as a receiving subinventory.15:16 Tag:  Inventory / You can specify which organizations a responsibility can access by mapping responsibilities to organizations. all responsibilities have access to all organizations. Once you have restricted any responsibility to an organization. You can not enable status attributes (Include in ATP. The Change Organization window is restricted as well. Attention: Until you assign an organization to a responsibility in this window. This subinventory type is used only for receiving material. you must then explicitly define the organizations which all responsibilities can access. Quantity tracked. or reserved. a user logging into an Oracle Manufacturing product is restricted to the organizations mapped to the responsibility chosen. Nettable). Once this mapping is set up. and links it to a receiving location. . 01/22/2009 . Material in this type of subinventory cannot be on-hand. Asset Subinventory and Depreciable fields are also not applicable for receiving sub inventory. Organization Access Submitted by Anonymous on Thu.

Lot. Inter–organization Transfers. Costing Information 3. Item–Sourcing Parameters . Inventory Parameters 2. Item Search. 01/21/2009 . Users with access to functions that cross multiple organizations (such as ATP. Other Account Parameters 4. Multi–organization Quantity Report. Pick. Serial. ATP.17:06 Tag:  Inventory / You can define and update default inventory and costing parameters for your current organization in the following areas: 1. Organization Parameters Submitted by Anonymous on Wed.Attention: This feature does not restrict access once the user is in the product. LPN Parameters 5. and so on) can still specify any valid organization when running these functions. Revision.

select a demand class. Demand classes segregate scheduled demand and production into groups. the order is automatically approved or rejected. After the first timeout period. The workflow approval process sends a notification to the item planner when a move order requisition requires approval. Select a workday calendar. Oracle Master Scheduling/MRP and Oracle Supply Chain Planning uses this demand class during forecast consumption.6. and shipment and production relief. allowing you to track and consume those groups independently. Optionally. if the recipient has not approved or rejected the order. Select an Item Master organization. Enter an organization code for which you want to set up the organization parameter. 3. 5. a reminder notice is sent. Defining Inter–Organization Information 7. In the Move Order Timeout Period field. Defining Warehouse Parameters 1. . 2. After the second timeout period. enter the number of days a move order requisition can wait for approval. Oracle Inventory only defines items in the Item Master organization of the organization from which you enter the Items window. 4. This is required when Oracle Master Scheduling/MRP and Oracle Supply Chain Planning is installed.

 Auto delete allocation at Move Order cancellation  Indicate whether this organization is an Oracle Warehouse Management enabled organization. this box cannot be unchecked. 6. move order requisitions are automatically rejected. Dynamic entry allowed: Inventory transactions within this organization require a locator for each item. 7. Oracle Work in Process forces the supply subinventory balance negative. ignoring this option setting. Attention: If insufficient quantity on hand exists in a supply subinventory to satisfy backflush demand. New Features in R12 1. task management.  Indicate whether this organization is enabled for Quality inspection.depending on whether you select Approve automatically or Reject automatically in the Move Order Timeout Action field. predefined locator. 2. Once this has been enabled and transactions have been entered in this organization. Locator control must be enabled in order to enable WMS. Select a locator control option: None: Inventory transactions within this organization do not require locator information.  Indicate whether this organization is an Oracle Enterprise Asset Management enabled Organization. Select this option and set the Move Order Timeout Period to 0 if you want to bypass the move order approval process and automatically approve move order requisitions. Select a move order timeout action Approve automatically: After the second timeout period. enter 0 days in the Move Order Timeout Period field and select Approve automatically in the Move Order Timeout Action field. warehouse execution rules and cost groups in this organization. you must submit the Activate Onhand Level Material Status Tracking concurrent program. .  Enter a total load weight and unit of measure for this organization.  Indicate whether to allow negative balances. If you want to bypass the move order approval process and automatically approve move order requisitions. This step is optional. Select a Default On-hand Material Status tracking option. You can choose a valid. Determines whether inventory transactions can drive the inventory balance of an item negative. Determined at subinventory level: Inventory transactions use locator control information that you define at the subinventory level. predefined locator for each item. Indicate whether locator aliases must be unique across the organization. You can use WMS features such as LPNs. Attention: You cannot update this field for existing organizations.  Enter a total volume and unit of measure for this organization. To enable this field. or define a locator dynamically at the time of transaction. Reject automatically: After the second timeout period. move order requisitions are automatically approved. Prespecified only: Inventory transactions within this organization require a valid.

01/21/2009 .17:40 Tag:  Inventory / The costing organization that controls the costs in your current organization and the costing method are displayed.Defining Costing Information Submitted by Anonymous on Wed. . You cannot make changes to these fields.

4. Transfer to GL Indicate whether all transactions are posted in detail to the general ledger. 5. . enter a Cost Cutoff Date If you leave this field blank. Costing Method 3. If you enter a date. a standard costing. Reverse Encumbrance Indicate whether to reverse encumbrance entry upon receipt in inventory.as usual. Optionally. The default time is the first instant of the date. All transactions on or later than this date will not be costed. You normally select this option if you use encumbrances with Oracle Purchasing.1. You can optionally choose another time. receiving organization will not cost a receipt if the sending organization did not already cost the transaction. all transactions prior to this date will be costed. all available transactions will be costed. For inter–organization transfers. Costing Organization 2. Caution: Transferring detail transaction distributions to the general ledger increases general ledger posting times due to the number of records created.

Valuation Accounts You choose a default valuation account when you define organization parameters. or a future date. For a detailed discussion of cost elements. During the Supply Chain Rollup process. For average costing. select a Default Material Overhead Sub–Element from the list of values. Material An asset account that tracks material cost. these accounts (except for Expense) are used for subinventory transactions and cannot be updated. select a material sub–element that this organization uses as a default when you define item costs. You can restart cost processing by changing the cutoff date to blank. Under standard costing. Expense The expense account used when tracking a non–asset item. Resource An asset account that tracks resource cost. If the Cost Rollup identifies an organization with a default material overhead sub–element not set up. a corresponding warning message will be printed in the log file. For average costing. Material Over head Sub element Optionally. 7. This will default into the Default Cost Group field for each subinventory. If the WMS cost group rules engine fails to find a cost group. 8. 01/22/2009 . Once you perform transactions. regardless of whether this field is populated. 6. when costs are merged from another organization. this account holds your inventory and intransit values. Under average costing.10:07 Tag:  Inventory / . Default Material Sub element For standard costing. The supply chain cost rollup will complete successfully. these accounts are defaulted when you define subinventories and can be overridden. Overhead An asset account that tracks resource and outside processing overheads. Other Accounts Submitted by Anonymous on Thu. Default Cost Group Indicate the default cost group for the organization. Outside processing An asset account that tracks outside processing cost. you cannot change this account. markup and shipping costs will use this value. 9.The standard cost update process can be performed on the cost cutoff date. Material Overhead An asset account that tracks material overhead cost. the default material sub–element you select can be used for cost collection when Project Cost Collection Enabled is set. this cost group will be used.

Encumbrance: An expense account used to recognize the reservation of funds when a purchase order is approved. Cost of Goods Sold: The profit and loss (income statement) account that tracks the default cost of goods sold account. This account is used by Accounts Payable to record invoice price variance. Sales: The profit and loss (income statement) account that tracks the default revenue account. . Purchase Price Variance : The variance account used to record differences between purchase order price and standard cost. such as the uninvoiced receipts account. This account is not used with the average cost method. Inventory A/P Accrual : The liability account that represents all inventory purchase order receipts not matched in Accounts Payable. Invoice Price Variance : The variance account used to record differences between purchase order price and invoice price.

The other accounts are used as defaults to speed your set up. the project clearance account is used to post the distributions. Serial. Revision. this account represents the inventory valuation error caused by issuing your inventory before your receipts. Inventory A/P Accrual. Note: For standard costing.10:56 Tag:  Inventory / . Sales and Cost of Goods Sold accounts are required. The other accounts are used as defaults or are not required. 01/22/2009 . Note: For average costing. Invoice Price Variance. only the Material. Sales and Cost of Goods Sold accounts are required. Expense. Lot. Invoice Price Variance. only the Purchase Price Variance. Average Cost Variance. LPN Parameters Submitted by Anonymous on Thu. Inventory A/P Accrual.Project Clearance Account: When performing miscellaneous issues to capital projects. Average Cost Variance: Under average costing with negative quantity balances. Expense.

At organization level: Define the starting prefix and lot number information for items using the values you enter in the Prefix. At item level: Define the starting lot number prefix and the starting lot number when you define the item. None: Unique lot numbers are not required. Optionally. 4. and Total Length fields. . This information is used to generate a lot number for the item when it is received. Zero Pad Suffix. 3. Across items: Enforce unique lot numbers for items across all organizations. When you receive items. this information is used to automatically generate lot numbers for your items. 2. User–defined: Enter user–defined lot numbers when you receive items. select an alphanumeric lot number prefix to use for system–generated lot numbers when generation is at the organization level.Enter a starting revision to be the default for each new item. Select an option for lot number uniqueness. Select an option for lot number generation. Indicate whether to add zeroes to right–justify the numeric portion of lot numbers (Zero Pad Suffix). Lot Number 1.

If serial number generation is at the organization level you must enter a starting serial number. 4. If you do not select this option. Across organizations: Enforce unique serial numbers throughout all organizations. define the maximum length for lot numbers. 03/27/2009 . Optionally. Item–Sourcing Parameters Submitted by Anonymous on Fri. 3. Within organization: Enforce unique serial numbers within the current organization.13:28 Tag:  Inventory / . 2. Optionally.5. Optionally. enter a starting serial number to use for system–generated serial numbers. Serial Number 1. Indicate whether the system will suggest serial numbers as part of the move order line allocating process. Select an option for serial number uniqueness. Pick. Select an option for serial number generation. you must manually enter the serial numbers in order to transact the move order. select an alphanumeric serial number prefix to use for system–generated serial numbers when generation is at the organization level. ATP. At item level: Define the starting serial number prefix and the starting serial number when you define the item. If you use Oracle Work in Process and you set the WIP parameter to default the lot number based on inventory rules. 5. At organization level: Define the starting prefix and serial number information for items using the information you enter in the following fields of this window. then WIP validates the length of the lot number against the length you define in this field. Within inventory items: Enforce unique serial numbers for inventory items.

the default is the ATP rule for the Master organization. in which a given item resides. ATP rules define the options used to calculate the available to promise quantity of an item. relative to another locator. pick confirmation will occur automatically. Enter a default locator picking order. If you do not check the box. The value you enter here displays as the default when you define a locator. where a given item resides. Check the Pick Confirmation Required box if you want your pickers to manually pick confirm. The WMS picking rules will be used. Picking Defaults Select a default picking rule. This value indicates the priority with which you pick items from a locator. If you are using Oracle Order Management.Select a default ATP rule. Enter a default subinventory picking order. . relative to another subinventory. Picking rules define the priority that order management functions use to pick items. The value you enter here displays as the default when you define a subinventory. Notes: This rule will not be employed in a WMS enabled organization. This value indicates the priority with which you pick items from a subinventory.

To allow dynamic entery allowed for locators we need to do following two setups. 1.Item-Sourcing Default Select a source type for item replenishment. Make the stock locator as dynamic entery either at oraganization parameter or subinventory or at item level. You must enter a value in this field if you selected Inventory in the Type field. from a supplier you specify in Oracle Purchasing. Select the subinventory used to replenish items. . Allow dynamic insert should be enabled for the stock locator structure.20:17 Tag:  Inventory / If we select the dynamic entry for locators then we can directly create the locators while do any transactions. Now when we do a transaction we can put a predefined stock locator or can a new combination if required. Select the organization used to replenish items. You cannot enter a value in this field if you selected Supplier in the Type field. 04/17/2009 . Supplier: Replenish items externally. Inventory: Replenish items internally from another subinventory in the same organization or another organization. None: No default source for item replenishment. 2. You must enter a value in this field if you selected your current organization in the Organization field. Dynamic entry for Locators Submitted by Anonymous on Fri.

Inter–Organization Information Submitted by Anonymous on Fri. 03/27/2009 .13:34 Tag:  Inventory / .

11:50 Tag:  Inventory / . Inter–organization cost accounts Enter default inter–organization cost accounts. Predefined percent: Automatically add a predefined percent of the transaction value when you perform the inter– organization transfer. Requested percent: Enter the discrete percentage of the transfer value to add when you perform the inter– organization transfer. 01/29/2009 . These accounts are defaulted when you set up shipping information in the Inter–Organization Shipping Networks window Inter–Organization Shipping Network Submitted by Anonymous on Thu. None: Do not add transfer charges to a material transfer between organizations. Requested value: Enter the discrete value to add when you perform the inter–organization transfer.Select an Inter–Organization Transfer Charge option.

If it is shipment then the owner ship goes to 'To(receving)' organization at the point of shipping. If you do not choose intransit inventory. Inspection: Receive this item first. You can specify whether an organization is a shipping organization. Typically. If it is receipt then the ownership is transfered from the 'From(Sending)' organization to the 'To(receving)' organization when the materail is received at the receving organization. Transfer Type: (Intransit/Direct) For each organization relationship you create. Direct: At receipt. 4. Oracle Inventory moves material to intransit inventory before it reaches the destination organization when you perform an inter–organization transfer. inspect it. select a receipt routing option: Standard: Receive this item first. Oracle Inventory moves your material directly to the destination organization when you perform an inter–organization transfer. or the From or To Organization. Item is transfered from the 'From' organization to the 'To' Organization. If you choose to use intransit inventory. From-TO organization Determine if the organization displayed is the To Organization. 1. 2.Use the Inter–Organization Shipping Network window to define accounting information and the relationships that exist between shipping and destination organizations. a destination organization. . From Organization. For direct transfer type the FOB & receipt routing is disabled. then deliver without inspection. or both. you must indicate what type of shipment is used. deliver this item directly to its location. 3. Receiving routing If you selected Intransit in the Transfer Type field. then deliver. FOB (Shipment/Receipt) Determines the ownership of the materail. you transfer material through intransit inventory when transportation time is significant.

Interanl orders enabled You must also specify whether internal orders are required from the destination organization to perform inter– organization transfers. Predefined Percent: Automatically add a predefined percent of the transaction value.5. Oracle Inventory does not allow you to perform inter–organization transfers using the Transfer Between Organizations window to an organization that requires internal requisitions. 7. The default value is the value you defined in the Organization Parameters window for the shipping organization. Define account information Also. Enter the general ledger account used to collect the purchase price variance for inter–organization receipts into standard cost organizations. Enter the general ledger transfer credit account used to collect transfer charges for the shipping organization The default value is the value you defined in the Organization Parameters window for the shipping organization. 2. you must provide general ledger accounts to record debits and credits involved in an inter–organization transfer. Requested Value: Enter a discrete value to add. 3.\ 1. Enter the general ledger receivables account used as an inter–organization clearing account for the shipping organization. . You must enter an account if your receiving organization is using standard costing. 6. Requested Percent: Enter a discrete percentage of the transfer value to add. inter–organization transfer charge Select the inter–organization transfer charge type for calculating transfer charges: None: Do not add transfer charges.

sales revenue must be recognized in the order entry organization. or the receiving and purchasing organization. 01/29/2009 . the shipping organization is often part of a separate operating unit. query. Intransit lead time Select Shipping Methods on the Tools menu to open the Inter–org Shipping Methods window. and update intercompany relations between two operating units in a multi–organization environment. These operating units are either the shipping organization and the selling organization. On the other hand. 8. belonging to a separate set of books. receivable. Defining Intercompany Relations Submitted by Anonymous on Thu. and payable entries. Enter the shipping method for which you want to associate an intransit lead time for the displayed from and to organizations and enter the intransit lead time in days. If the two organizations belong to different operating units. . When a sales order is entered in an operating unit.14:16 Tag:  Inventory / Use the Intercompany Relations window to define. the system must perform accounting distributions to record the intercompany revenue.4. the inventory asset account for the shipping organization is credited and the cost of goods sold account is debited. Once the sales order is shipped to the customer. The inter–organization receivable account for the shipping organization should equal the inter–organization payables account for the receiving organization.

the fields in the AP Invoicing for Selling region are not required. If Oracle Payables is not installed. .Oracle Inventory and Oracle Receivables must be installed before you can define intercompany relations.

15:41 Tag:  Inventory / You can enable the system to send material shortage alerts and shortage notifications when a material shortage occurs in an organization. A material shortage occurs whenever unsatisfied demand exceeds available quantity for incoming supply of material. 01/22/2009 .Shortage Parameters Submitted by Anonymous on Thu. .

whose scheduled start date is overdue. This parameter is separately controlled for jobs and schedules. This parameter is separately controlled for jobs and schedules. whose scheduled start date is overdue. This parameter can be separately controlled for jobs and schedules. This parameter is separately controlled for jobs and schedules. Unreleased: Indicates that all jobs/schedules with status Unreleased. This parameter is separately controlled for jobs and schedules. If assigned operation is due: Indicates that all discrete jobs or repetitive schedules with a current operation that has assigned open material requirements are included in the material shortage check. Component Is Due subregions: Based on required date: Indicates that the required date specified for each component will be used to determine whether the open requirement is late. This parameter functions only if you checked Released or Unreleased. This parameter can be separately controlled for jobs and schedules. The supply type may be Based . are included in the material shortage check. Jobs and Schedules regions: Released: Indicates that all jobs/schedules with status Released. Hold: Indicates that all jobs/schedules with status Hold are included in the material shortage check. Days Overdue: Indicates how many days can go by after the jobs/schedules start date until jobs/schedules with status Released or Unreleased are included in the material shortage check.Check Shortages: Indicates that the material shortage check is enabled for WIP. are included in the material shortage check. Exclusions region: The shortage check looks at the supply type of components on the job or schedule. If operation before assigned operation is due: Indicates that all discrete jobs or repetitive schedules with a current operation before an operation that has assigned open material requirements are included in the material shortage check. This parameter is separately controlled for jobs and schedules.

The following Oracle Applications use items: • Oracle Inventory • Oracle Purchasing • Oracle Order Entry • Oracle Cost Management • Oracle Bills of Material • Oracle Work in Process • Oracle Master Scheduling/MRP • Oracle Receivables • Oracle Payables • Oracle Services • Oracle Engineering • Oracle Quality • Oracle Sales and Marketing Below diagram describes the basic work that needs to be done before an item is ready to be used in inventory for transaction purpose. Introduction to Items Submitted by Anonymous on Tue. stock.12:56 Tag:  Inventory / An item is a part or service that you purchase. manufacture. or prototype. Notify region: Select who will receive a workflow notification about the material shortage. . Supplier Components: Indicates that components supplied by vendor will be excluded in the material shortage check.on Bill or manually overridden when jobs or schedules are created. distribute. Bulk Components: Indicates that components with supply type Bulk will be excluded in the material shortage check. sell. plan. Pull Components: Indicates that pull components will be excluded in the material shortage check. 01/20/2009 .

Use the Organization window to create the organization you want to use as the Item Master. In addition.13:08 Tag:  Inventory / You define items in one organization.Item Master Organization Submitted by Anonymous on Tue. 2. There is no functional or technical difference between the Item Master organization and other organizations. Oracle also recommends that you do not define multiple item masters. You cannot associate items in one item master organization with another item master organization. You cannot copy items across item master organizations. with no relationship to each other. The item master organization uses itself as the Item Master. This is also where you assign child organizations to the Item Master. you can assign it to any number of other organizations. However. . Use the Organization Parameters window to specify that organization as the Item Master. we call it the Item Master organization. This can make item definition and maintenance confusing. To distinguish it from others. After you define an item in the Item Master. To create the item master: 1. Oracle recommends that you limit the Item Master to just an item definition organization. multiple item masters are distinct entities. for simplicity. 01/20/2009 .Other organizations (child organizations) refer to the Item Master for item definition.

Finished Good ATO Item ATO Model .Item Templates Submitted by Anonymous on Tue. Oracle recommends that you use templates—either those Oracle provides or those you define—when you define your items. 01/20/2009 .15:43 Tag:  Inventory / Templates are defined sets of attributes that you can use over and over to create many similar items. Templates make initial item definition easier.

you can define a template with contradictory attributes. Only when you use a template to define an item does Inventory verify that the attributes are valid for a given item.  You can enable or disable the attribute value for each attribute in a template. Note that the window does not validate any of the template attributes. In other words. it applies only the enabled attributes for that particular template .ATO Option Class Kit PTO Model PTO Option Class Phantom Item Outside Processing Item Planning Item  You can also define your own templates using the Item Templates window. If a combination of attributes is invalid a warning appears when you save the item.  If an attribute is not updatable for an item. When you use a template. the value from the template is not applied.

An item defining attribute identifies the nature of an item. and Carrying Cost Percent = 3. but what controls the functionality of the item are the collection of attributes that describe it. The following table presents item defining attributes: . you apply a new template with Primary Unit of Measure = DOZ.14:04 Tag:  Inventory / Item attributes are information about an item. Next. You can apply the same or different templates to an item multiple times. Cycle Count Enabled = NO. which is never updatable). and Carrying Cost Percent 3 Item Attribute. Cycle Count Enabled NO. and Purchasable to Yes. 01/20/2009 . Item Defining Attributes. the Primary Unit of Measure. What designates an item as an “engineering item” is the attribute Engineering Item. Item Defining Attributes . lead time. Purchased. and revision control. For example. such as order cost. Status Attributes & Item Status Submitted by Anonymous on Tue. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (for example. simply set Engineering Item. The attribute values are now: Primary Unit of Measure EACH. You can buy an engineering item if you want to. you define a new item and apply a template that has the Primary Unit of Measure = EACH and Cycle Count Enabled = YES.

you can put the item on a purchase order. if you set Inventory Item to Yes. the item is automatically assigned to the default category set for the inventory functional area. For example. Item Status attributes are item attributes that enable key functionality for each item. Each status attribute allows you to enable the item for a particular use. The Item Status Code controls certain item attributes designated as status attributes. the item is automatically assigned to the default category set of the corresponding functional area. defaulted and updateable. For example. or not used when you define an item . The option determines whether a status attribute value is set by the status code and is not updateable. When you update the values for a status.When you set an item defining attribute to Yes. The following table presents status attributes: An item status Codes is defined by selecting the value check boxes for the status attributes. They can be used to control the functionality of an item. The status attributes are related to the item defining attributes. if you set the status attribute Purchasable to Yes. all items that use that status will be updated also. You cannot enable a status attribute if you do not set the corresponding item defining attribute to Yes. Status attributes enable and disable the functionality of an item over time. Each status attribute has a Status Setting option. Item Status Codes may be used to set or update the default values for certain item attributes.

(N) Items—>Master Items (M)—>Tools -> Pending Status . These statuses become effective on their assigned effective dates. You can also view the history of an item status.Pending Status: You can assign one or more pending statuses for an item. to be implemented on future dates.

You can submit the Update item statuses with the Pending statuses of the concurrent program to update the status of all items with Pending statuses and current effective dates. When you submit this concurrent program. Pending statuses are used in the product development cycle. automatically updating item statuses to a Pending status. Item Attribute Control determines whether you have centralized (Master level) or decentralized (Organization level) control of item attributes. . as effective dates become current. change its parameters so that it resubmits itself periodically. Both status attributes and item status can be controlled at the item level or organization levels.

Navigate to the Item Type QuickCodes window. You can define a maximum of 250 QuickCodes for a single QuickCode type. Defining Item Types Submitted by Anonymous on Wed. The User access level is selected indicating you can add or modify QuickCodes without restriction. . You can update the status attribute by changing the status that you assigned to your item. You can use the types provided by Oracle Inventory or create your own.You can choose the status setting level of each status attribute in the Item Attribute Controls window. 01/21/2009 . Enter a unique alphanumeric code describing the item type. The status setting level determines whether you can update the value of each status attribute within an item status. Using meaningful status codes gives you control over item usage. 2. You can enable or disable the status attribute as you define your item. Status Setting Level Consideration: You have the flexibility to change individual status attribute settings. Sets Value: The status that you assign to the item loads a non updatable value into the status attribute. You can update the status attribute as you define your item.11:28 Tag:  Order Management / The User Item Type item attribute is a QuickCode you use when you define an item. Setup Steps 1. Not Used: The status that you assign to the item does not determine the value of the status attribute. Defaults Value: The status that you assign to the item loads a default value into the status attribute.

3. .21:06 Tag:  Inventory / Cross–reference types define relationships between items and entities such as old item numbers or supplier item numbers. you can create a cross–reference type Old to track the old item numbers. enter an end date. 01/22/2009 . For example. and a type Supplier to track supplier part numbers. Inventory uses this value in the list of values for the User Item Type item attribute in the Items window. Cross–Reference Types Submitted by Anonymous on Thu. or change the meaning and description to match a replacement code. To remove an obsolete QuickCode you can either disable the code.You cannot change the values in this field after saving them. Enter the meaning of the item type.

.Navigate to INV : Items -> Cross reference . Click on Assign an old/supplier item and its corresponding inventory item. Enter a unique cross–reference type name and save it.

customer level and customer ship to level. Cross reference can also be attached from tools in item master Customer Items Submitted by Anonymous on Thu. item in cloumn1 represents a current inventory item 2. 2 etc  The process of difining customer cross reference is 1.16:38 Tag:  Inventory / The concept of customer item is to link the customer item with the inventory item of the organization so that the customer can order with their customer item for which we have a refernce to the inventory item. Enter a cross–reference value. Define commodity code 2. such as its old item number or supplier part number. Define customer item and 3. Enter the customer reference.Use the Customer Items Summary and Customer Items Detail windows to define and update customer items.1. . Indicate whether the cross–reference applies only in the specified organization or to all organizations to which the item is assigned 3. To facilitate the process we use commodity code to group all the customer items.  For a single customer item we can have two differnt inventory items in customer cross reference with rank 1.  Customer items can be defined at customer category level. This value is the entity you cross–reference to the item. 01/22/2009 . You can toggle between these windows with the Summary/Detail option in the Go option on the Toolbar. You can cross reference customer items to your Oracle Inventory items to support processing orders and shipments.

You would define a customer item at the address level if you ship the item to only one ship–to site for that customer. . you can define the customer item for that address category. Navigation : INV -> Setup ->Items -> Customer Item commodity code.A customer item defined at the Customer level is recognized across all address and address categories for that customer. Commodity Codes Customer Item Commodity Codes are used to group customer items and can be entered during the definition of customer items. If you ship an item to multiple customer ship–to sites that have been grouped as an address category.

you can enter positive and negative tolerance percentages and select or deselect the Active check box. Select the Definition Level: Customer. In the Container tabbed region. Address Category. you can reference a customer item as a Model by entering the inventory item number of an existing Model item (the BOM Item Type attribute is set to Model). you can define the customer item for that address category. Select one of the existing Customer Names (in the Details window. you can assign the customer item to a Commodity Code. or Address. 6. For the Customer Address definition level. You can also check Required to indicate that items must be departure planned before they released and Before Build to indicate that ATO items must be departure planned before they are built. enter the customer address. 2. In the Commodity tabbed region. 5.). Departure Planning tabbed region. A customer item defined at the Customer level is recognized across all address and address categories for that customer. In the Model. you can use either Customer Name or Customer Number. If you ship an item to multiple customer ship-to sites that have been grouped as an address category. 4. . Active tabbed region. Enter the Customer Item number and description.Customer Item 1. You would define a customer item at the address level if you ship the item to only one ship-to site for that customer. enter the address category. 7. For the Address Category definition level. you can enter the default master and detail containers for this customer item as well as the minimum fill percent for the container. In the Demand Tolerances. 3.

The highest rank is 1. you can define multiple cross references to inventory items for a single customer item. . Enter the Rank as a positive number. In these cases. To permit alternate or substitute inventory items for a customer item.Customer Item Cross References Use the Customer Item Cross References window to define and update cross references between your inventory items and the customer item numbers defined in the Customer Items Summary/Detail windows. you must specify the Rank of the cross reference. Inventory displays the existing cross references for the customeritem on the current line in the Customer Items Summary window. and you can add new cross references by selecting a new row. You can also navigate to this window by selecting the Cross Reference button in the Customer Items Summary window.

Enter the name of the manufacturer & Save your work.16:56 Tag:  Inventory / You can define manufacturer part numbers for items. and in catalog searches for particular items. You can use this information for reporting purposes. 01/27/2009 .Defining Manufacturer Part Numbers Submitted by Anonymous on Tue. . Navigate to the Manufacturers window .

Navigate to the Manufacturers window. 4. Enter an item. . Enter a manufacturer part number. 2. 3.1. You can assign the same item to multiple manufacturer part numbers. Choose Parts.

Custom deletion constraints prevent the deletion of bills or routings if your data meets the conditions set forth in the constraint.Creating Custom Deletion Constraints Submitted by Anonymous on Tue. 06/30/2009 . .17:36 Tag:  Inventory / Use custom deletion constraints to enforce specific business rules.

15:46 Tag:  Inventory . 4. component. Navigate to the Deletion Constraints window: Inventory->Setup->Items->Delete Constraints 2. Enter a name for the deletion constraint. Select what kind of delete entity the constraint applies to: item. You cannot update SQL statements for predefined deletion constraints. Enter the SQL Select Statement that the delete concurrent program is to execute. 5. Enter a failure message from Oracle Application Object Library's message dictionary to display if the delete fails. An enabled deletion constraint means that it is in effect when the delete concurrent program runs. Indicate whether the constraint is enabled. 6. bill. Indicate whether to delete if there are rows found or no rows found by the SQL Select Statement 7. or operation.To create a custom deletion constraint: 1. Delete an Item Submitted by Anonymous on Fri. 09/04/2009 . routing. 3.

Enter the items needs to be deleted at the line level and save it. navigate to Delete items window 1./ To delete an item which does not violate any delete constraint. Enter a group name at the header and save it. View the request o/p . 2. Click on delete groups button to delete all the item in the group. 3. Delete item information request is fired.

multiple item masters are distinct entities.Item Master Submitted by Anonymous on Fri. Use the Organization window to create the organization you want to use as the Item Master. After you define an item in the Item Master. query. There is no functional or technical difference between the Item Master organization and other organizations. and delete your items. Next. reference. In addition.15:00 Tag:  Inventory / You must set certain controls and reference options before defining items. you know it is consistent in each organization . description. To create the item master: 1. for simplicity. because information such as unit of measure. Oracle also recommends that you do not define multiple item masters. Using an Item Master with a warehouse and a factory as the other organizations. Item Master Business Example Suppose you have a distribution warehouse and a manufacturing factory. Other organizations (child organizations) refer to the Item Master for item definition. you define the item just once—in the Item Master. 2. To distinguish it from others. These enable you to maintain. you can assign it to any number of other organizations. Use the Organization Parameters window to specify that organization as the Item Master. to control the use of items. Oracle recommends that you limit the Item Master to just an item definition organization. and so on is maintained at the Master level. You do not have to change any other information about the item. Finally. This can make item definition and maintenance confusing. group. the item has independent demand and is min–max planned. You define items in one organization. However. Once you have defined items. In the factory. in fact. such as item cross references. the item is MRP planned and built. you assign the item to both the warehouse and the factory. In the warehouse. we call it the Item Master organization. You cannot associate items in one item master organization with another item master organization. You cannot copy items across item master organizations. you can set up other parameters. you change the planning and build attributes in each organization to describe the different behavior of the items in those organizations. with no relationship to each other. 01/23/2009 .

11:55 Tag:  Inventory / . 01/25/2009 .Main Attribute Group Submitted by Anonymous on Sun.

If an item belongs to both a master organization and a child organization. Note: 1. • ATO model • Finished good • Freight • Inventory Type • Kit . or one you defined with the Item Type window. Select one of these values. the primary unit of measure for the item must be the same within both organizations. User Item Type Oracle provides several types by default at installation. You can stock items in two units of measure. These dual–controlled items support Oracle Process Manufacturing environments. and these organizations belong to the same costing organization. Any necessary conversions are based on this unit of measure. The primary unit of measure is the default for invoices and credit memos entered in Oracle Receivables. The default primary unit of measure for new items is defined using the INV:Default Primary Unit of Measure profile option. Primary Unit of Measure This is the stocking and selling unit of measure. 2.Following are the Main attributes and their possible values. This attribute is not updatable. These types correspond to the item templates also provided. You set these attributes when defining or updating items.

12:39 Tag:  Inventory / Inventory Attribute Group Following are the Inventory attributes and their possible values. The status attributes are: • BOM Allowed • Build in WIP • Customer Orders Enabled • Internal Orders Enabled • Invoice Enabled • Transactable • Purchasable • Stockable These attributes control the functionality of an item over time. If you want to use only standard conversions do not create item specific conversions.• Model • Option Class • Outside processing item • PTO model • Phantom item • Planning • Product Family • Purchased item • Reference item • Subassembly • Supply item Item Status Item status codes set or default the values for attributes under status control. Conversions Both Use both item–specific and standard unit of measure conversions. 01/25/2009 . the item–specific conversion is used. . This Long Description is supported in multiple languages. Standard Use only standard unit of measure conversions. Inventory Attribute Group Submitted by Anonymous on Sun. Long Description Indicate the long description for this item. The default item status for new items is defined using the INV:Default Item Status profile option. If you defined an item– specific and a standard conversion for the same unit of measure. User–defined status codes control certain item attributes designated as status attributes. You set these attributes when defining or updating items. Item specific Use only unit of measure conversions unique to this item.

You can set this attribute only when you turn on the Stockable option. BOM Allowed. 3. Turning this option on enables you to set the Transactable item attribute. You can set this attribute only when you turn on the Inventory Item option. If Revision Control is controlled at the Master Item level. (See also the OE Transactable attribute. Note: Oracle Order Management uses this along with Stockable and Returnable to determine which authorized returned items can be physically received into inventory. and Build in WIP. Note: For Oracle Order Management. if an item is . Reservable: Indicate whether you can create material reservations. If Reservable item attribute is not checked. Attention: You cannot change revision control when an item has quantity on hand. You must turn this option on if you want to enable the following item attributes: Stockable. In other words. 5.This attribute is optionally set by the Item Status code.1. 2. Reservation control for a subinventory overrides reservation control for an item. Inventory Item: Indicate whether to stock and transact this item in Oracle Inventory. Inventory picking rules will suggest the revision when the order is picked. If you turn this option on you must specify an existing revision number for issues and receipts. Transactable. You can reserve an item only when you have sufficient inventory. Transactable: Indicate whether to allow Inventory transactions. Revision Control: Indicate whether to track inventory balances by revision. This is an item defining attribute. if item attribute Reservable is checked. you can manually reserve a specific revision at order entry or let Pick Release use Inventory picking rules to suggest the revision when the order is picked. Stockable: Indicate whether to stock this item in Inventory.) 4. the item is automatically assigned to the default category set for the Inventoryfunctional area. If you turn this option on. the check for on–hand quantity is against the sum of on–hand quantities in all child organizations.

A company may have a policy of allowing Lots In Test to be used in planning and reserved. No control Shelf life control not established for this item User–defined Specify an expiration date as you receive each lot. the expiration date is determined by adding the shelf life days to the system date (includes the day you define the lot). If Lot Expiration is controlled at the Item level. You must specify a lot number for issues and receipts. Note: If the Reservable attribute is checked. Inventory picking rules will suggest the lot when the order is picked. this number is incremented for each succeeding lot. 6. When Lot Number Generation is At item level in the organization parameters. The requested quantity on the move order line will update to reflect the quantity that was available for picking. the check for on–hand quantity is against the sum of on–hand quantities in all child organizations. Attention: Oracle Work in Process recognizes either lot control or serial number control for an item—but not both.reservable but a subinventory is not. the item quantity in that subinventory is not reservable. the delivery line will split into the released portion and the backordered portion. . You cannot transact an item into Work in Process if it has both lot and serial control defined. beginning on the day you create the lot by receiving the item. For example. the pick wave move order line will be immediately deleted and the delivery line status will change to Backordered. Lot Expiration (Shelf Life) Control Lot Expiration control governs how long items in a given lot remain available. the Release Sales Orders for. You receive a warning but are not prevented from using the lot after expiration. If the item is not Reservable. Attention: You cannot change lot expiration control when an item has quantity on hand. If material hasn’t been reserved prior to pick release. this prefix is used when you define a lot number. the check for on–hand quantity is against the sum of on–hand quantities in all child organizations. pick release creates reservations for material when the pick wave move order is allocated. A lot may also be In Quarantine. Starting Lot Number Enter a starting numeric suffix for this item only. a lot may be In Test. Starting Lot Prefix Enter a starting prefix for all lot numbers you define for this item. a company may have a policy of not allowing lots In Quarantine to be used in planning. Note: For Oracle Order Management. LOT DETAILS Lot Control No control Do not establish lot control for the item. If Lot Control is controlled at the Master Item level. You can establish lot number control only for an item that has no quantity on hand. Oracle Order Management allows reservation of the item during order entry. Full control Track inventory balances by lot number. This is used only when you choose Shelf life days for Lot Expiration Control. Thereafter. Shelf life days Specify a number of days for all lots of an item. In the event that no material is available for allocation. Shelf Life Days Enter the number of days each lot is active. Lot Status Enabled Indicate whether an item is subject to status control at the Lot Level. You receive a warning message that the lot expires after the specified number of days. but not shipped. or the Release Sales Orders SRS process. and the move order line will close when the available quantity has been picked. For example. this starting numeric suffix is used when you create a lot number. The delivery line can be re–released through the Shipping Transactions form. Turn this option on to trigger a material shortage alert and shortage notification during transactions of this item Oracle Inventory and Oracle Shipping execution will automatically backorder a delivery line at pick release if inventory is unavailable for allocation. At receipt. When Lot Number Generation is At item level in the organization parameters. you can manually reserve a specific lot at order entry or let pick release use Inventory picking rules to suggest the lot when the order is picked. In the event that only part of the required quantity is available. Check Material Shortages: Indicate whether the system will check this item for material shortages. if an item is Reservable.

for any material transaction. At sales order issue Create and assign serial numbers when you issue (ship) the item against a sales order. SERIAL DETAILS Serial Generation At inventory receipt Create and assign serial numbers when you receive the item. Thereafter. If you select this option. All other material transactions for this item bypass serial number information. Lot Merge Enabled Indicate whether many lots of a lot–controlled item may merge during the production of a batch. you can indicate the Default Lot Status. For example. you must provide a serial number for each unit. Predefined Assign predefined serial numbers when you receive the item. for any material transaction.If an item is lot–controlled. Lot Translate Enabled Enables you to translate lots within a lot controlled item. serial numbers are required at ship confirm. If you receive an item on an RMA (return material authorization). a lot of microprocessors may be at the Quarantine status until a soak test is complete. No control Serial number control not established for this item. All material transactions involving this item bypass serial number information. Lot Split Enabled Indicate whether a lot–controlled item may split into many lots during the production of a batch. you must specify the same serial numbers you created at sales order issue. The following table presents conditions where you can change back and forth between certain options: . Thereafter. you must provide a serial number for each unit. Lot Substitution Enabled Enables you to substitute lots during a transaction.

If Serial Generation is controlled at the Item level, the check for on–hand quantity is against the sum of on–hand
quantities in all child organizations.
Starting Serial Prefix
Enter a starting alpha prefix for all serial numbers you define. You must enter a value when you choose Predefined
and when Serial Generation is At item level in the organization parameters. This prefix is used when you define your
serialized units.
Starting Serial Number
Enter a starting numeric suffix for all serial numbers for this item only.
You must enter a value when you choose Predefined and when Serial Number Generation is At item level in the
organization parameters. This starting numeric suffix is used when you define your serialized units.
Thereafter, this number is incremented for each succeeding serial number.
Serial Status Enabled
Indicate whether an item is subject to status control at the Serial Level.
For example, a company may have a policy of allowing all functions on serial numbers that are New, and a policy of
allowing reservations to Reworked serial numbers, not including Reworked items.
If an item is serial–controlled, you can indicate the Default Serial Status. For example, a serial number of analytical
equipment may be at the Quarantine status until a soak test is complete.
LOCATOR DETAILS
Locator Control
Dynamic entry Define locators when you use them, either as you receive or ship items.
No control Locator control not established.
Prespecified Defined locators before you use them.
Note: For Oracle Order Management, if an item is Reservable, you can manually reserve a specific locator at order
entry or let pick release use Inventory picking rules to suggest the locator when the order is picked. If the item is not
Reservable, Inventory picking rules will suggest the locator when the order is picked.
Note: Locator control for an organization or for a subinventory overrides locator control for an item.
Attention: You cannot change locator control when an item has quantity on hand.

Restrict Subinventories Indicate whether to restrict transactions of this item to or from a subinventory specified in a
list you define with the Item/Subinventory
Information window. This option must be turned on if you choose to restrict locators.
Restrict Locators Indicate whether to restrict transaction of this item to or from a locator specified in the list you
define with the Item/Subinventory Information window. You cannot restrict locators unless you also restrict
subinventories

Order Management Attribute Group
Submitted by Anonymous on Sun, 01/25/2009 - 14:46

Tag:

Inventory
/

Following are the Order Management attributes and their possible values. You set these attributes when defining or
updating items.

Customer Ordered
Indicate whether to allow an item to be ordered by external customers. You can add any customer orderable items to
price lists in Oracle Order Management. This attribute must be turned off if the BOM Item Type attribute is set to
Planning.
If you turn this attribute on, you can temporarily exclude an item from being ordered by turning Customer Orders
Enabled off. This is an item defining attribute. If you turn this attribute on, the item is automatically assigned to the
default category set for the Oracle Order Management functional area.

Customer Orders Enabled
Indicate whether an item is currently customer orderable. If you turn this attribute on you can specify the item in the
Enter Orders window in Oracle Order Management.
You can initially define an item with Customer Ordered Item turned on and Customer Orders Enabled turned off. This
means prices can be defined for the item, but no orders can be placed for it.
Internal Ordered
Indicate whether to allow an item to be ordered on an internal requisition.
If you turn this attribute on, you can temporarily exclude an item from being ordered on an internal requisition by
turning Internal Orders Enabled off.
This is an item defining attribute. If you turn this attribute on, the item is automatically assigned to the default category
set for the Oracle Purchasing functional area.
Internal Orders Enabled
Indicate whether you can currently order an item internally. If you turn this attribute on, you can specify the item on an
internal requisition, if Internal Ordered Item is also on.
If you turn Internal Ordered Item on, you can temporarily exclude an item from being ordered on an internal
requisition by turning this attribute off.
This attribute is optionally set by the Item Status code.
Shippable
Indicate whether to ship an item to a customer. Shippable items are released by Oracle Shipping Execution’s Pick
Release program, creating confirmable shipping lines, and are printed on the pick slip. A warning is issued if you
change the value of this attribute when open sales order lines exist.
This attribute must be turned off if the BOM Item Type attribute is set to Planning.
OE Transactable
Indicate whether demand can be placed for an item by Oracle Order Management, and whether shipment
transactions are interfaced to Oracle Inventory. Most items with Shippable turned on also have OE Transactable
turned on. For items you do not ship, you may still want OE Transactable turned on if you use the items in forecasting
or planning.
If you also want to reserve the item, turn Reservable on. A warning is issued if you change the value of this attribute
when open sales order lines exist. You cannot turn this attribute off if demand exits.
Pick Components
Indicate whether an item has a bill of material with options, classes, or included items picked from finished goods
inventory. Pick–to–order items must have this attribute turned on. Assemble–to–order items and items without a bill of
material must have this attribute turned off.
Assemble to Order
Turn this attribute on if an item is generally built for sales order demand; a final assembly work order is created based
on sales order details. You must turn on this attribute if you auto create requisitions.
An item cannot have Pick Components turned on and this attribute turned on at the same time.
Returnable
Indicate whether to allow customers to return an item. If an item is returnable, you can enter it on the Returns window
in Oracle Order Management. Order Management uses this attribute along with Stockable and Transactable to
determine which authorized returned items
you can physically receive into inventory.
RMA Inspection Required
Indicate whether inspection is required for items returned by the customer. The item then must be separately
transferred to inventory.
Credits are never automatically generated by Oracle Order Management for customer return items awaiting
inspection.

Financing Allowed
Indicate whether a customer can finance this item.
ORDER DETAILS
Check ATP
Select Check Material Only, Check Material and Resources, Check Resources Only, or None to indicate whether to
check available to promise and/or capable to promise information when placing demand.
This attribute also determines whether you can view component ATP information for material requirements in Work in
Process.
ATP Components
Indicate whether to include, in available to promise checking, additional components in the bill of material for ATO and
PTO items. These components are included in ATP checking if Check ATP for the component is turned on.
ATP Rule
Enter a user–defined available to promise rule. ATP rules define supply and demand sources, time–fence
parameters, and available–to–promise calculation methods. You can give ATP rules meaningful names, such as ATO
ATP Rule.
If there is no ATP rule for the item, the organization’s default ATP rule is used.
Default Shipping Organization
Enter the Oracle Shipping Execution primary shipping organization. This organization defaults to the Enter Orders
window if Item is the source attribute of the Warehouse object in the standard value rule set for the order. This
organization defaults to the Enter Returns window if a receiving warehouse is not defined on the customer or order
type.
Default SO Source Type
This item attribute determines if an item is to be drop–shipped. If the value is internal, the item will not be drop–
shipped. If the value is external, the item will be drop–shipped.
Picking Rule
Enter the picking rule that defines the order in which subinventories, locators, lots, and revisions are picked. This rule
will not be employed in WMS enabled organizations. Oracle Warehouse Management picking rules will be used.

Purchasing Attribute Group
Submitted by Anonymous on Mon, 01/26/2009 - 03:23

Tag:

Inventory
/

Following are the Purchasing attributes and their possible values. You set these attributes when defining or updating
items.
Purchased
Indicate whether to purchase and receive an item. Turning this option on allows you to set the Purchasable attribute.
This is an item defining attribute. If you turn this option on, the item is automatically assigned to the default category
set for the Oracle Purchasing functional area.
If an item is vendor managed, you must turn on this option.
Purchasable
Indicate whether to order an item on a purchase order. You can set this only when Purchased is turned on.
Turning Purchasable off allows you to temporarily restrict the ability to buy. This attribute is optionally set by the Item
Status code.

RFQ Required
Indicate whether to require an item quotation when requesting an item. Oracle Purchasing defaults this value on
requisition lines for this item. Leave this field blank if you want Inventory to use the value defined in the Purchasing
Options window for transactions involving this item.
Taxable
Indicate whether the supplier charges a tax. Oracle Purchasing uses the taxable status together with the tax code you
associate with a location to determine whether a purchase order shipment is taxable, and what the tax code that
applies to this shipment is. Leave this field blank if you want Inventory to use the value defined in the window for
transactions involving this item.
Tax Code
Select the appropriate tax code for the item. The tax code shows the tax authorities and rates that are available to
use for this item. You must select the taxable attribute to enable this field.
Receipt Required (Three–Way Invoice Matching)
Indicate whether you must receive an item before you can pay the invoice. Leave this field blank if you want Inventory
to use the value defined in the Purchasing Options window for transactions involving this item.
Inspection Required (Four–Way Invoice Matching)
Indicate whether to inspect an item upon receipt from the supplier, before paying the corresponding invoice. Leave
this field blank if you want Inventory to use the value defined in the Purchasing Options window for transactions
involving this item.
Outside Processing Item
Indicate whether you can add the item to an outside processing purchase order line. You can turn this option on only
if Purchased is also on. In addition, this option controls whether you can attach an item to a resource in the Resource
window.
Outside Processing Unit Type
Select an option to determine the quantity of an outside processing item you requisition, purchase and receive:
Assembly You purchase an outside processing item based on the number of assemblies you ship to the supplier.
Resource You purchase an outside processing item based on the number of assemblies times the resource usage
rate or amount.

For example. Price Tolerance Enter the price tolerance percent. Oracle Purchasing automatically closes the shipment for receiving when you receive 45 or more. Market Price Enter the market value for an item. Note that this is the original inventory item price used by Purchasing and therefore should be used as a guide only. For example. Any purchase order price 5% above the requisition price is unacceptable. or quotation. if the tolerance percent is 5. Oracle Purchasing automatically closes a shipment when your uninvoiced quantity is within the quantity tolerance percentage of the shipment. RFQ. Oracle Purchasing copies the market price to the purchase order lines you create.List Price Enter the value that Oracle Purchasing uses as the default price on a purchase order. You can receive additional items against the shipment later. Receipt Close Tolerance Enter the percentage tolerance Oracle Purchasing uses to automatically close purchase order shipments. When performing supplier inventory replenishment. For example. the maximum price percentage over the normal price range for an item. the maximum acceptable price on a purchase order is 5% over the requisition price. if the original shipment quantity is 50. and you cannot approve the purchase order. and you enter 10 here (10%). a List Price must be specified in order to automatically generate a requisition. Oracle Receivables uses this value as the default unit selling price on a transaction. Oracle Purchasing automatically . and you enter 10 here (10%). Closed for Receiving is a status change only. Invoice Close Tolerance Enter the percentage tolerance Oracle Purchasing uses to automatically close purchase order shipments. requisition. Oracle Purchasing automatically closes a shipment when your unreceived quantity is within the quantity tolerance percentage of the shipment. if the original shipment quantity is 50.

03:45 Tag:  Inventory / Following are the Receiving attributes and their possible values.closes the shipment for invoicing when you invoice match 45 or more. You encumber. You set these attributes when defining or updating items. or reserve against funds. Oracle Purchasing uses the subinventory account. If the item encumbrance account does not exist. Enter the default encumbrance account Oracle Purchasing uses when an item is received. Enter the default inventory account for expense items. such as the accounts used when you post to the general ledger. If you receive into an expense subinventory. Asset Category Enter the asset category to which the item belongs. Encumbrance Account This attribute is controlled at the Organization level only. when the purchase requisition or purchase order is approved. . Closed for Invoicing is a status change only. 01/26/2009 . The total receipts plus encumbrances equals your total funds spent. Oracle Purchasing debits this account when you receive an item into inventory only if the item is being expensed. You can invoice match additional items against the shipment later. Oracle Purchasing uses the expense account you assigned to the subinventory first. if you do not define the account here. Expense Account This attribute is controlled at the Organization level only. Receiving Attribute Group Submitted by Anonymous on Mon. Oracle Purchasing uses the expense account assigned to the item. This attribute is used only when Inventory Asset Value is turned off. When you deliver into a subinventory you reverse the encumbrance. You can enter this field only if you use Oracle Assets. Oracle Assets uses this to classify your fixed assets. All assets in a category share default information.

If the promise date does not exist. you can receive the item on Wednesday. Receipt Days Early Enter the number of days before the promise date you can receive an item without warning or rejection. Warning A warning message displays if you accept receipts over the quantity determined by the Overreceipt Quantity Control Tolerance percent. Note that Oracle Purchasing uses regular calendar days (including weekends and holidays) in this calculation. For example. Oracle Purchasing uses the need by date. For example. if you enter 3 and the promise date is a Friday. anyway. Note that Oracle Purchasing uses regular calendar days (including weekends and holidays) in this calculation. but does perform the receipt. If the promise date does not exist. Receipt Days Late Enter the number of days after the promise date you can receive an item without warning or rejection. Oracle Purchasing uses the need by date Overreceipt Quantity Control Action None No over tolerance enforced. Overreceipt Quantity Control Tolerance Enter the quantity received tolerance percent. you can receive the item on Tuesday. the maximum acceptable over–receipt percentage. Reject Reject receipts when the receive date is outside the range defined by Days Early Receipt Allowed or Days Late Receipt Allowed. if the tolerance percent is 5. then the acceptable quantity . You receive an error message and are prevented from receiving quantities exceeding the order quantity by more than the Quantity Received Tolerance percent.Receipt Date Action None No receipt date exception enforced. but perform the receipt. if you enter 2 and the promise date is a Monday. For example. used by the Overreceipt Quantity Control Action attribute. Reject Reject receipts over the tolerance quantity. Warning Display a warning message if you attempt to receive an item outside the range defined by Days Early Receipt Allowed or Days Late Receipt Allowed.

Standard Receive an item first. 01/26/2009 . deliver an item directly to its location. anyway. Enforce Ship–To Select an option to control whether the supplier can deliver to a location that differs from the ship–to location defined on the purchase order: None No ship–to location enforced. . Leave this field blank if you want Inventory to use the value defined in the Receiving Options window for Items transactions involving this item. Inspection Receive an item first. Reject Prevent receipt of items not received to their purchase order ship–to location. Leave this field blank if you want Inventory to use the value defined in the Receiving Options window for transactions involving this item.13:20 Tag:  Inventory / Following are the Costing attributes and their possible values. then deliver without inspection. You define valid substitutes with the Item Relationships window. you can later match the receipt to the appropriate purchase order. Leave this field blank if you want Inventory to use the value defined in the Receiving Options window for transactions involving this item. You set these attributes when defining or updating items. Any quantity more than 5% over the order quantity is unacceptable. Receipt Routing Direct At receipt. If this option is on. Allow Unordered Receipts Indicate whether you can receive an item without a purchase order. Costing Attribute Group Submitted by Anonymous on Mon. inspect it. Allow Express Transactions Indicate whether you can deliver all distributions for this item with one data entry transaction if the quantity to deliver equals the purchase order line balance. then deliver. Allow Substitute Receipts Indicate whether to allow receipt of defined substitutes in place of this item. but perform the receipt. Warning Display a warning message if you attempt to receive an item to a location that differs from the purchase order ship–to location. If this option is turned off. If this option is off. all receipts for an item must have a corresponding purchase order. you must deliver individual distributions separately.on a receipt transaction is within 5% of the quantity you order on a purchase order line.

Costing Enabled Indicate whether to report. Standard Lot Size Enter the standard lot size Oracle Bills of Material uses to calculate assembly lead times. regardless of the control level set for the Costing Enabled attribute. you might disable costing for reference items. Bills of Material Attribute Group Submitted by Anonymous on Mon. and account for any item costs. Cost of Goods Sold Account This attribute is controlled at the Organization level only. Attention: Organizations using average costing always maintain their own item costs. the item is automatically assigned to the default category set for the Oracle Cost Management functional area. Enter a general ledger account to use as a source for the Cost of Goods Sold Account. Turning this option off indicates an expense item. Include in Rollup Indicate whether to include an item in the cost rollup. If you turn this option on. For example. This is an item defining attribute. or for invoice only (non–stock) items that you never ship and never hold in inventory. value. This lot size is separate from the lead time lot size.10:56 Tag:  Inventory . The default cost of goods sold account is set when you define organization parameters. 01/26/2009 . Oracle Cost Management uses this value to calculate unit costs for sub–elements with a Lot basis type.3 Inventory Asset Value Indicate whether to value an item as an asset in inventory.

The total component planning percentages on a planning bill can exceed 100%. You set these attributes when defining or updating items BOM Allowed Allows you to define a bill of material for an item. BOM Item Type This attribute is co ntrolled at the Master level only. Standard Any item that can have a bill or be a component on a bill. Notes . Product Family This item can be used as a product family for planning at an aggregate level. Select a type to control bill functionality. Option classes group like options together. Planning This item’s bill of material contains a list of items and planning percentages. or option class items./ Following are the Bills of Material attributes and their possible values. Oracle Order Management does not allow ordering of classes outside a model. Standard items include purchased items. or finished products. Model The item’s bill of material lists option classes and options available when you place an order for the model item. You must enter a value here if BOM Allowed is turned on. A planning item can represent a product family or demand channel. except planning. subassemblies. Its bill of material facilitates master scheduling and/or material planning. Option Class This item’s bill of material contains a list of related options. Oracle Order Management does not allow ordering of Planning bills. This attribute is optionally set by the Item Status code. or to assign the item as a component on a bill. model.

you can place an order for an ATO model. Standard Container Engineering Item Indicates that the item was created using Oracle Engineering. Model/Unit Number A concurrent program uses the Unit Number as the parameter. The configuration item lists the ordered model item as its base model.15:20 Tag:  Inventory / Following are the Work In Process attributes and their possible values.When to use Planning Bills or Product Families Nesting Required: Use Planning Bill End item must be forecasted via multiple parent forecast items: Use Planning Bill End items will be used with one parent: Use Product Family Automated Planning item forecast consumption: Use Product Family Base Model This attribute is controlled at the Master level only. . Oracle Bills of Material creates a new configuration item. choosing from the list of options. In Oracle Order Management. Work In Process Attribute Group Submitted by Anonymous on Mon. Displays the model from which an ATO configuration was created. You set these attributes when defining or updating items. Date A concurrent program uses the date as the parameter. and routing that captures the chosen options. This attribute is not updatable. 01/26/2009 . bill. Configurator Model Type This attributes determines the behavior of configurable models in configurator. Effectivity Control This attribute is used by Oracle Bills of Material when calculating lead times from the Routings form.

Build in WIP Indicate whether to create discrete jobs or repetitive assemblies in Oracle Work in Process. Oracle Work in Process User’s Guide. This attribute is optionally set by the Item Status code. This attribute must be turned off if the Inventory Item attribute is turned off or if the BOM Type attribute is not set to Standard. Supply Type Select a supply type for components. See: Defining Discrete Jobs Manually. You can also define a WIP supply locator for any bill that uses this item. You must enter a WIP supply subinventory before you can enter a locator. Enter the supply locator from which to issue (push) or backflush (pull) an item to work in process. Overcompletion Tolerance Type Select Percent or Amount. the . or leave the field blank. If you do not select an Overcompletion Tolerance Type. Supply Locator This attribute is controlled at the Organization level only. and Defining Repetitive Schedules Manually. Enter the primary subinventory from which to issue (push) or backflush (pull) an item to work in process. the bill supply locator overrides the supply locator you define here. Push Assembly pull operational pull Bulk Supplier Phantom Supply Subinventory This attribute is controlled at the Organization level only.

Scheduling Penalty Inventory Carry Specify. you must enter a planner for the item. The planner defined here is responsible for approving all move order lines requesting the item if move order approvals are used. the Inventory Carry penalty for a job that is not completed for an item might be 10 per day. Make or Buy Select the option that applies to items with Inventory Item set to Yes. You cannot change the value of the flag if open orders exist for the item. It determines the acceptable percent or quantity of assemblies that you will allow to be over–completed. Buy Uslly purchased. Attention: You must also set Purchasable to Yes to create purchase requisitions and purchase orders. you allow over–completions up to 100 percent of the original job or schedule quantity. For example. Select this option for MRP/MPS planned items. If you also set Build in WIP to Yes. 01/26/2009 . Make Usually manufactured. You also define a maximum on–hand quantity that you do not want to exceed. you will not be able to enter a value in this field. The planning process does not pass demand down from purchased items to lower level components. If an item is vendor managed. and enter 100 as the Overcompletion Tolerance Value. You must define planner codes for your organization before updating this attribute.tolerance defaults to the tolerance that you set at the organization level. If you did not set a tolerance at the organization level. you reorder. When you reach this quantity. The planning process passes demand down from manufactured items to lower level components. The Planner Workbench uses this to default an appropriate value for implementation type. the operation slack penalty for items having lag time between operations. Reorder point The reorder point is calculated based on the planning information you define for this item. General Planning Attribute Group Submitted by Anonymous on Mon. Scheduling Penalty Operation Slack Specify. For example. you can use the Planner Workbench to implement planned orders as discrete jobs.20:31 Tag:  Inventory / Following are the General Planning attributes and their possible values. an Inventory Carry penalty for jobs that are not completed before they are scheduled to be finished. Planner This attribute is controlled at the Organization level only. You set these attributes when defining or updating items. The Planner Workbench defaults the implementation type to Purchase Requisition. the default is Null. If you did not select an Overcompletion Tolerance Type. which signifies that no over–completions are allowed. Overcompletion Tolerance Value The value for this attribute is the number value for the Overcompletion Tolerance Type that you selected. The Planner Workbench defaults the implementation type Discrete job. Enter the material planner assigned to plan this item. Not planned No planning method used. . Inventory Planning Method Select an option for organization level planning. in units per day. in units per day. Min–max You define a minimum quantity that you want on hand. if you choose Percent as the Overcompletion Tolerance Type.

MPS. planning algorithms suggest the minimum order quantity as the repetitive daily rate. For discrete items. when net requirements exceed the maximum order quantity. For example. the Min–Max Planning Report suggests an order that brings on–hand up to the min–max maximum ORDER QUANTITY Minimum Order Quantity Enter the minimum order quantity or repetitive rate (units per day). use this to define an order quantity below which it is unprofitable to build the item Maximum Order Quantity Enter the maximum order quantity or repetitive rate (units per day) of the item. MPS. Min–Max Maximum Quantity Enter the quantity maximum for min–max planning. If an item is min–max planned.MIN-MAX Min–Max Minimum Quantity Enter the quantity minimum for min–max planning. For example. min–max. use this to define an order quantity above which you do have insufficient capacity to build the item . For repetitive items. when average daily demand for a repetitive planning period exceeds of the maximum order quantity. and MRP) use this to modify the size of planned order quan tities or repetitive daily rates. Planning algorithms (reorder point. the Min–Max Planning Report suggests a new order when quantity drops to the min–max minimum. when average daily demand for a repetitive planning period falls short of the minimum order quantity. For discrete items. planning algorithms suggest the maximum order quantity as the repetitive daily rate. For repetitive items. If an item is min–max planned. Planning algorithms (reorder point. planning algorithms suggest the minimum order quantity. min–max. planning algorithms suggest the maximum order quantity. when net requirements fall short of the minimum order quantity. and MRP) use this to modify the size of planned order quantities or repetitive daily rates.

you must set the Inventory Planning Method attribute to Not planned. Note that safety stock for an item varies as the average gross requirements vary during the planning process. pulling stock from an existing subinventory. For Oracle Master Scheduling/MRP and Oracle Supply Chain Planning and Supply Chain Planning. Non–MRP planned Calculate safety stock using methods defined by the Enter Item Safety Stocks window. Enter the subinventory within the source organization from which an internal requisition draws the item. the user–defined number of days is the Safety Stock Bucket Days. For MRP planned items. Otherwise. it could override your sourcing rules. MRP planned percent Calculate safety stock as a user–defined percentage (Safety Stock Percent) of the average gross requirements for a user–defined number of days. The planning process multiplies the Safety Stock Percent by the average gross requirements and divides by the number of days you enter here. SOURCING Source Type (Replenishment) Inventory Fill requests by creating internal requisitions that become internal sales orders. the user–defined number of days is the repetitive planning period. Supplier Fill requests by creating purchase requisitions that become purchase orders. and only when you specify a source organization. Subinventory Fill requests by creating move order requisitions that become move orders. Source Organization This attribute is controlled at the Organization level only. then choose the MRP planned percent option here. you must enter a non–nettable source subinventory when the source organization is the current organization.COST Order Cost Enter the fixed cost associated with placing an order of any quantity. these safety stock quantities are fixed. Safety Stock Bucket Days Enter the number of days to dynamically calculate safety stock quantities. This is the percentage of the unit cost that represents your internal cost to stock one unit for one year. Attention: If you are using Supplier Scheduling. This applies only when Inventory is the replenishment source type You can choose organizations that meet the following criteria: • the item is assigned to the source organization • the source organization has a valid inter–organization relationship with the current organization The source organization can be your current organization if the item is MRP planned and you choose a non–nettable Source Subinventory. For repetitive items. The Snapshot portion of the planning process loads them. You can use mean absolute deviation or user–defined percentage of forecasted demand. Safety Stock Percent Enter the percent to dynamically calculate safety stock quantities for the item. The planning process multiplies this . Source Subinventory This attribute is controlled at the Organization level only. SAFTY STOCK Safety Stock Method Select an option to plan use of fixed or dynamically calculated safety stock quantities. Optionally enter the organization from which an internal requisition draws the item. and they do not vary during the planning process itself. Carrying Cost Percent Enter the percentage used to calculate the annual carrying cost. For MRP/MPS planned items. For discrete items. This applies only when Inventory or Subinventory is the replenishment source. pulling stock from existing inventory. it is generally recommended that this field be left blank. procuring the item from a supplier.

enter the full truckload quantity as the fixed order quantity. When net requirements fall short of the fixed order quantity. The planning process suggests one planned order for each period. if your suppliers can provide the item in full truckload quantities only. ORDER MODIFIERS Fixed Order Quantity Enter the quantity used to modify the size of planned order quantities or repetitive daily rates. You set these attributes when defining or updating items . When net requirements exceed the fixed order quantity. Fixed Lot Multiplier Enter the fixed lot multiple quantity or repetitive rate (units per day).23:21 Tag:  Inventory / Following are the Invoicing attributes and their possible values. The planning process uses this attribute when you set Safety Stock to MRP planned percent. use this attribute to define a fixed production or purchasing quantity. Planning algorithms (reorder point. min–max.percent by the average gross requirements and divides by the Safety Stock Bucket Days. When net requirements fall short of the fixed lot size multiplier quantity. The planning process suggests planned order quantities that cover net requirements for the period defined by this value. and MRP) use this to modify the size of planned order quantities or repetitive daily rates. the planning process suggests multiple orders for the fixed order quantity. planning algorithms suggest a single order for the fixed lot size multiplier quantity. 01/26/2009 . When net requirements exceed the fixed lot size multiplier quantity. Fixed Days Supply Enter the number of days used to modify the size and timing of planned order quantities. For repetitive items. the planning process suggests the fixed order quantity. planning algorithms suggest a single order that is a multiple of the fixed lot size multiplier Invoicing Attribute Group Submitted by Anonymous on Mon. use this attribute to define a fixed production rate. MPS. For example. use this to reduce the number of planned orders for a discrete component of a repetitive item. For discrete items. For example.

See: Defining Invoicing and Accounting Rules. Invoicing Rule Enter an invoicing rule to determine the period in which you send an invoice when you recognize revenue over time (using accounting rules). If you turn this feature off. This option must be on if Invoice Enabled is on. Invoice Enabled Indicate whether to activate an item for invoicing in Oracle Receivables. Accounting Rule Enter an accounting rule to identify special revenue recognition rules for an item. the item appears in the Invoice Entry item list of values in Oracle Receivables. If you turn this option on. You assign specific rates to a Tax Code in the Other Tax Rates window. If Invoiceable Item is turned on. you can temporarily exclude from invoicing when Invoice Enabled is turned off. If you turn this option on. the item does not appear in the list of values and AutoInvoice rejects the item. Sales Account This attribute is controlled at the Organization level only. Payment Terms Enter a valid payment terms code.This attribute is for reference information only. Oracle Receivables Reference Manual. This attribute is for reference information only. This attribute is optionally set by the Item Status code. such as recognizing revenue over time. Tax Code Enter a tax code to use when calculating tax based on location and tax codes. This attribute is for reference information only. you can temporarily exclude from invoicing by leaving Invoice Enabled turned off.Invoiceable Item Indicate whether to include an item on an Oracle Receivables invoice. Enter the general ledger account Oracle Receivables uses .

Flexible Controls  You can implement any combination of the four controls (locator. and serial number) for each item. and serial number control. revision. or bins in warehouses. accounting entries are created at that time. You can receive items directly into and . Defining Locators Locators are structures within subinventories.16:21 Tag:  Inventory / With Oracle Inventory you can implement locator. Oracle Inventory uses item level. revision. Org level overrides subinventory and item level. If AutoAccounting is based on items. aisles. If decision is pushed to item level.  Inventory controls are optional for all items. Locators are the third level in the enterprise structuring scheme of Oracle Inventory. 3. 09/16/2009 . Subinventory level overrides item level. You can choose to implement inventory controls for specific items. lot.to record revenue when you bill the customer. Locators may represent rows. 2. lot. Inventory Controls Submitted by Anonymous on Wed. Locator Control Hierarchy Oracle Inventory uses the following hierarchy to determine which locator control option to enforce during transaction entry: 1.

By using the revision quantity control option you can track item quantities by item revision. Defining Lot Control . You can structure your Oracle Inventory installation so that some of the subinventories and items have locator control while others do not.ship items directly from locators. To do so you must specify a revision for each material transaction. Each subinventory can have multiple locators. or routing. bill of material. Defining Revision Quantity Control A revision is a particular version of an item. You can enable revision quantity control for items for which you must track version changes or changes that are significant enough to track but are not affecting the function and feature of the item and therefore do not require an item change. Each locator you define must belong to a subinventory.

You can track individual units of items by using serial numbers.A lot is a specific batch of an item that you receive and store in your organization. Lot control is a technique for enforcing the use of lot numbers during material transactions. thus enabling the tracking of batches of items throughout their movement in and out of inventory. Defining Serial Number Control A serial number is an alphanumeric piece of information that you assign to an individual unit of an item. Serial number control is a system technique for enforcing the use of serial numbers during a material transaction. 09/16/2009 . Locator Control Submitted by Anonymous on Wed. A serialized unit is a combination of an item and a serial number.18:35 Tag:  Inventory / . You can use serial numbers to track items over which you want to maintain very tight control. With Oracle Inventory you can establish lot control for specific items in your organization.

1. Stock Locators Flexfield

1.

Choose the number of segments in the flexfield.

2.

Indicate the number of characters in each segment of the flexfield.

3.

Specify whether you want to validate the values that you assign to the segments.

4.

Freeze and compile your flexfield definition.

5.

Even if you do not implement locator control, you must still compile the Stock Locators flexfield because
transaction and on-hand reports require a frozen flexfield definition.

6.

Locator control provides locator uniqueness within an organization.

2. Organization-Level Locator Control Options

None Oracle Inventory never requests locator information while you perform a transaction for this
organization.

Prespecified only Oracle Inventory requires locator information while you perform a transaction for this
organization. You must choose a locator from a list of locators that you have prespecified.

Dynamic entry allowed Oracle Inventory requires locator information while you perform a transaction for this
organization. You may either choose from a prespecified list of locators or define a locator dynamically when
you enter the transaction.

Determined at subinventory level You can use the Subinventories window to set locator control for each
individual subinventory.

Note: Locator control options that you choose at the organization level override the locator control options that you
choose at the subinventory and item levels.
3. Sub Inventory-Level Locator Control Options

None Oracle Inventory never requests locator information while you perform a transaction for this
subinventory.

Prespecified Oracle Inventory requires locator information while you perform a transaction for this
subinventory. You must choose a locator from a list of locators that you have prespecified for this
subinventory.

Dynamic Entry Oracle Inventory requires locator information when you perform a transaction for this
subinventory. You may either choose from a predefined list of locators or define a locator dynamically when
you enter the transaction.

Item level This determines whether Oracle Inventory requires locator information when you perform a
transaction for this item.

Note: If your organization-level locator control choice is “Locator control determined at subinventory level,” you must
choose a locator control option for each subinventory in your organization.
4. Item-Level Locator Control Options

No control Serial number control not established for this item. All material transactions involving this item
bypass serial number information.

At inventory receipt Create and assign serial numbers when you receive the item. Thereafter, for any
material transaction, you must provide a serial number for each unit.

At sales order issue Create and assign serial numbers when you issue (ship) the item against a sales order.
If you select this option, serial numbers are required at ship confirm. If you receive an item on an RMA
(return material authorization), you must specify the same serial numbers you created at sales order issue.
All other material transactions for this item bypass serial number information.

Predefined Assign predefined serial numbers when you receive the item. Thereafter, for any material
transaction, you must provide a serial number for each unit.

5. Define locators
Submitted by Anonymous on Wed, 09/16/2009 - 19:10

Tag:

Inventory
/

Prespecified Locators

 You must define locators if your item is under Prespecified locator control. Locator Capacity .  When you enter a transaction for an item that is under Prespecified locator control. you must choose a locator that you have prespecified in this window.  You do not have to prespecify locators if your item is under Dynamic Entry locator control.

You can optionally specify locator capacity information. but you can use the Locator Listing report to display locator loads. . Oracle Inventory does not check for capacity limits and possible violations. You can develop extensions to the standard product to generate locator overloading checks and warnings using this information and item physical information that you specify in the Master Item window.

.Receving Locator Below table shows the type of locators you can create in a receiving/storage sub inventory.

When you deliver items to an inventory location. You can override the default shipping locator at ship confirm time. 09/16/2009 . If you disable reservations for your system. Item Transaction Defaults Submitted by Anonymous on Wed. Oracle Order Entry uses the default shipping subinventory and locator in the pick release process. 7. Oracle Purchasing uses the default receiving subinventory and locator that you specify in Oracle Inventory. Restrict Items to Locators Submitted by Anonymous on Wed.6. Default Receiving Locator You can enter a default receiving locator for each item/subinventory combination. if the source document does not have subinventory/locator information. 09/16/2009 .19:37 Tag:  Inventory / Default Shipping Locator You can enter a default shipping locator for each item/subinventory combination. You can override the default receiving locator if you decide to receive the item into another locator.19:44 Tag:  Inventory / .

Reasons to Restrict Items to Locators  Security You may decide to restrict high-security items to specific aisle/bin locations in warehouses.  Fixed storage All your items are always stocked in a particular range of bins and aisles.  Transaction entry You can limit items to specific locators to make the transaction entry process easier.11:11 Tag: .” Revision Control Submitted by Anonymous on Thu. enter the list of restricted subinventories and locators for each item. 09/17/2009 . select the Restrict Subinventories and Restrict Locators check boxes.  You can restrict an item to a list of locators only if your locator control is Prespecified or “No Control.  In the Item Subinventories window. Options to Restrict an Item to Specific Locators  In the Inventory region of the Master Item window.

or routing. 3.  Reservations You can place holds on specific revisions of items. You can enable revision quantity control for items for which you must track version changes or changes that are significant enough to track but are not affecting the function and feature of the item and therefore do not require an item change. Inventory / A revision is a particular version of an item. 2. You use revision quantity control to track item quantities by item revision.  Accuracy You can enter revision numbers for revision-controlled items whenever you enter physical inventory counts and cycle counts. Steps to Implement Revision Control for Items in Your Organization 1. Uses in Oracle Inventory  Material Transactions You can enter revision numbers for revision-controlled items during inventory transactions. Enable revision quantity control for items. bill of material. Define a default starting revision for each organization.  Reports and Inquiries Oracle Inventory reports and inquiry windows display revision information for revisioncontrolled items. Define revision numbers to use for each revision-controlled item. 4. To do so you must specify a revision for each material transaction. Starting Default Revision for an organization . Enter revision numbers when you perform transactions.

If you maintain the revision control attribute at the item master level. Revision Quantity Control : If you select the Revision Control check box for an item. Oracle Inventory assigns to the item the starting revision number from the Organization Parameters window. . Oracle Inventory makes the starting revision number zero. Enable Revision Control Attribute Revision control is an item attribute. each item may have a different kind of revision control in each organization that carries the item. If you introduce additional versions of the item. You will not be able to track quantities of each different version of the item. When you save your item. you must enter a revision number when you enter transactions for the item. If you clear the Revision Control check box for an item. Revisions can be in numerical or alphabetical order. If you do not enter a starting revision. each item must have the same kind of revision control in each organization that carries the item.You can define a starting revision that Oracle Inventory uses when creating items. you do not have to enter revision information when you enter a material transaction for the item.If you maintain the revision control attribute at the organization level. you must first define them in the Item Revisions window. This is the base revision of your item.

Defining Item Revisions Submitted by Anonymous on Wed. Engineering Change Orders window . and cycle counts. 01/28/2009 . Organization Items Summary folder or Organization Item window iii. Oracle Inventory displays the engineering change order that added the revision. Oracle Inventory displays the date on which you entered the engineering change order or when you transferred the item using the Transfer to Manufacturing window. and routings from engineering to manufacturing. Bills of Material window iv. Engineering Change Order You can add a revision number when you enter an engineering change order or when you transfer items. Revisions must be in alphabetical or numerical order.Defining Item Revisions You can define multiple revision numbers and effective dates for each revisioncontrolled item. and you must choose one of the revision numbers when you enter transactions. bills. physical inventory counts. You must enter a revision number for each revision-controlled item that you transact.11:45 Tag:  Inventory / Navigate to the Item Revisions window from one of the following windows: i. You can assign revisions in sequence by effective date.Master Items Summary folder or Master Item window ii.

Therefore. numbers. 09/17/2009 . Letters are always in upper case and numbers may include decimals. To ensure that revisions sort properly.1. and #) to label revisions. decimals should always be followed by a number. For revisions that have the same effective date.You can use letters. you cannot use revision 10 after revision 9 because.1. Each revision must be greater than the previous revision. 02. according to ASCII sorting. A.0. 1A. &. the revisions sort in descending order starting with the last revision you entered. B1. 01. 10 precedes 9.0. A. thus enabling the tracking of batches of items throughout their movement in and out of inventory. A1. 1B. 0. and characters (such as *. Lot control is a technique for enforcing the use of lot numbers during material transactions. 0. The value you entered in the Starting Revision field in the Organization Parameters window displays as the starting revision for the item. Lot Control Submitted by Anonymous on Thu. Revisions are sorted according to ASCII rules. Valid revisions can include: A. .13:29 Tag:  Inventory / A lot is a specific batch of an item that you receive and store in your organization. B. Oracle Inventory enables you to establish lot control for specific items in your organization. and so on.

Organization level lot number defaults . 2.  Perishable items You can establish shelf life control to regulate the use of perishable items. 3.Steps to Implement Lot and Shelf Life Control in Your Organization 1.  Reports and inquiries Oracle Inventory displays lot number information on reports and inquiry windows that list item quantity and transaction information. Enable lot and shelf life control for your items.  Accuracy You can enter lot number information when you enter physical inventory counts and cycle counts for lot-controlled items. 4.  Reservations You can place holds on batches of items. Choose organization-level lot number generation and uniqueness options. Update information for specific item lots. Uses in Oracle Inventory  Material transactions You can trace item movements by lot number. Perform transactions for lot-controlled items.

 User-Defined Oracle Inventory does not generate a default lot number when you receive your item. Lot Number Generation Options  At Item Level You can specify a starting lot number prefix and a starting lot numberwhen you define an item under lot control.You can always override default lot numbers. .Uniqueness Level of Lot Numbers  None You can assign the same lot number to multiple part numbers in the same organization and across organizations. You can always override default lot numbers.  At Organization Level You can specify the starting prefix and lot number information when you enter the organization parameters. You can establish lot number control for an item only if that item has no quantity on hand. When you receive a lotcontrolled item.  Across items You can assign a specific lot number to only one item in the same organization. Oracle Inventory uses this information to generate a default lot number for the item. When you receive the item. Enabling Lot Control Options Full Control You can specify a lot number for the item whenever you enter a transaction for the item. Oracle Inventory uses this information to generate a default lot number for the item.

Oracle Inventory calculates the expiration date of the lot by adding the shelf life days to the date on which you receive the item.  User-defined You can enter an expiration date when you receive each lot and issue items from an expired lot to a scrap account. Oracle Inventory displays a message warning you that the lot has expired. If you perform any other transaction from an expired lot.  Shelf Life Days All lots of this item have the number of shelf life days you define.Establishing Shelf Life Control You can establish shelf life control for items under lot control and use shelf life control to regulate the use of perishable items. Lot Number Entry .

you can update the expiration date and the lot number combination for an item.(N)Transactions—>Miscellaneous Transaction (B) Transaction Lines—>Lot/Serial Update LOT information Viewing Existing Lots You can query any lot number used in the organization. Disabling Lot You can disable an item lot combination if you no longer want to view the lot in a List of Values. Oracle Inventory displays the item with which the lot is associated and its expiration date. Updating Expiration Dates If necessary. .

You must assign lot numbers whenever you receive items under lot control into inventory. For items under lot control. you assign lot numbers to each receipt into inventory and thereafter reference the same lots each time you perform material transactions. you can use the Supplier Lots button to trace your lot number back to the supplier lot number. Item Lot Control Submitted by Anonymous on Wed. .Viewing Supplier Lot Information If you entered the supplier lot number during your receipt transaction. This allows you to have tight control over batches of items in your inventory. Assigning Lot Numbers 1. 01/28/2009 . as necessary. You can enable lot control for specific items in your inventory. Inventory assists you in entering lot numbers by generating defaults using the default lot number generation method you chose in the Organization Parameters window. You can also add quantities to existing lot numbers and split an inventory receipt into several lots.12:26 Tag:  Inventory / Oracle Inventory provides complete lot number support for inventory transactions. 2.

The expiration date controls the availability of the lot for transacting and planning purposes. Oracle Work in Process defaults the job’s lot number. Note that the transactions must be in closed accounting periods. Inventory lets you view all lots you created in your current organization and the supplier lot information associated with them. available to promise. reorder point or MRP planning calculations • is included as on–hand in all inquiries and reports. Job Lot Composition Report. Issuing Material from Inventory When you issue items under lot control from inventory. including inventory valuation reports • is included in a cycle count and count entry and adjustments are allowed • is included in a physical inventory and tag entry and adjustments are allowed Disabled Lots Disabling a lot only prevents it from appearing in a list of values when performing receipt transactions. An expired lot: • is not considered as on–hand supply when performing min–max. reorder point or MRP planning calculations • cannot be reserved for a date beyond the expiration date • can be transacted and is included in on–hand quantities • is included in all inquiries and reports. and available to reserve calculations • is included as on–hand supply when performing min–max. you must assign a lot number in the WIP Completion Transaction form in Oracle Work in Process. If you attempt to transact an item to or from an expired lot. including inventory valuation reports • can be transacted with Inventory functions and the Transaction Open Interface • can be reserved . Purging Lot Transactions You can purge all lot transaction information from your current organization. Disabling is used only for tailoring this specific instance of the list of values for lot numbers. and Job Lot Composition Inquiry). Inventory displays a warning message but does not prevent you from using the lot. If you type in the lot number it is valid and acccepted even though it was not in the list of values. A disabled lot: • is included in available to transact. Attention: Purging lot transactions eliminates information used in lot genealogy reports and inquiries (Supplier Lot Trace Report. If the item you are receiving is also under User–defined expiration date Lot Expiration (shelf life) Control. you must specify the expiration date for the lot. Assigning Lot Numbers to Assemblies When you complete an assembly under lot control into inventory.3. Expired Lots You can determine whether a lot has an expiration date by assigning a number of lot control shelf life days or by entering an lot expiration date. For assembly completions on discrete jobs. Maintaining Lot Number Information You can use the Item Lots window to update the expiration date of lots for items under lot expiration (shelf– life) control. You can specify more than one lot to cover the transaction quantity. you must specify a lot number for that item.

oracleug. You must assign lot numbers to all items under lot control for which you enter counts in the Physical Inventory Tag Counts window. Inventory adjusts the item quantity in that lot.12:38 Tag:  Inventory / Before using the lot control we need to have the following 3 setups 1. Performing Physical Inventories Inventory includes the lot numbers of the items to count in your physical inventory when it generates tags. Inventory adjusts the item quantity in that lot.com/user-guide/oracle-inventory/inventory-attribute-group . If there is a difference between the count quantity and the system on–hand quantity. Lot Control Setup Submitted by Anonymous on Wed. 01/28/2009 . If there is a difference between the count quantity and the system on–hand quantity.Cycle Counting Inventory includes the lot numbers of the items to cycle count when it generates a cycle count listing. Lot information in inventory tab of item master http://www. You must assign lot numbers to all items under lot control for which you enter counts.

Lot information in Revision.2. Lot & Serial tab of organization parameter http://www.com/user-guide/oracle-inventory/revision-lot-serial-lpn-parameters .oracleug.

You also specify the method by which Oracle Work in Process defaults lot numbers on discrete jobs for lot controlled assemblies. . 01/28/2009 .14:41 Tag:  Inventory / You can update the disable status and expiration date associated with item lot information. Use the Work in Process Parameters window to set up lot control in Oracle Work in Process.3. Maintaining Item Lot Information Submitted by oracleug on Wed. You choose the option by which Oracle Work in Process defaults and verifies lot numbers during backflush transactions.

.1. To view lot Genealogy Choose the View Genealogy button.

Serial Number Control Submitted by Anonymous on Thu. 09/17/2009 . A serialized unit is a combination of an item and a serial number. You can track individual units of items by using serial numbers.17:02 Tag:  Inventory / A serial number is an alphanumeric piece of information that you assign to an individual unit of an item. Select an item and lot and choose the Transactions button. You use serial numbers to track items over which you want to maintain very tight control. . Serial number control is a system technique for enforcing the use of serial numbers during a material transaction.2. To view material transactions for an item lot.

Update information for specific serialized units.Steps to Implement Serial Number Control for Your Items 1. Uses in Oracle Inventory  Material Transactions: You can enter serial numbers when you use inventory transactions to move serialized units. 4. Enter item-level serial number control options. Types of Serial Number Uniqueness You can choose one of three types of serial number uniqueness control for your organization:  Within inventory items  Within organization  Across organizations .  Reports and Inquiries: Oracle Inventory reports and inquiry windows display serial number information for items and transactions.  Cycle Counts: You can enter cycle counts for items under serial number control.  Physical Inventory: You can enter physical inventory counts for items under serial control./Enter transactions for serial-number-controlled items. 3. 2. Define serial numbers to assign to serial-controlled items. Choose organization-level serial number uniqueness and default generation options.

if organization M1 Mfg. you should make sure that you set the same uniqueness control for all other organizations. M2 Mfg. . At Organization Level You can specify a starting serial number prefix and a starting serial number when you enter organization parameters. can still use serial numbers already used by Austin Mfg. establishes unique serial numbers across organizations. with a different type of control. if you choose unique serial numbers across organizations for one of your organizations. However. Therefore. Uniqueness applies only to the organization establishing the type of control. Oracle Inventory uses the starting serial number prefix and the starting serial number for each item to generate serial numbers for that item..For example. Serial Number Generation Options @organization parameter At Item Level You can specify a starting serial number prefix and a starting serial number when you define the item. it cannot use a serial number already used by organization Sacramento Mfg. Oracle Inventory uses the starting serial number prefix and the starting serial number to generate serial numbers for all items.

Serial Number Generation Options @Item No Control: Do not enter serial number data when you transact your item. you must choose from the list of serialized units that you have already received into inventory. you can enter them dynamically at transaction time. You do not have to use serial number information for any other types of material transaction. Issuing Material from Inventory If you issue items with a serial number control type of dynamic entry At inventory receipt or Predefined. Item Serial Number Submitted by Anonymous on Wed. If your item is under dynamic entry At sales order issue. You do not have to generate your serial numbers ahead of time. you must assign a serial number in the WIP Completion Transaction window in Oracle Work in Process. Use the Generate Serial Numbers window to generate serial numbers for the item. or account alias receipt. you must specify the serial numbers you created on sales order issue. if that same serial number has a state of. you assign unique serial numbers to individual units and thereafter reference the same serial numbers each time you perform material transactions. If you issue items with a serial number control type of dynamic entry At sales order issue. if that same serial number has been issued to Oracle Work In Process. At Receipt: You must enter serial number information whenever you use the item in a material transaction. For items under serial number control. Repetitive Schedule. You do not have to generate your serial numbers ahead of time. At Sales Order Issue: Create and assign serial numbers when you issue the item against a sales order. . Inventory: Restrict Receipt of Serials to Yes. • Validation of serialized end–assemblies: Enabling the profile option will validate that a given serial number for an end assembly item may not be completed into Oracle Inventory for a Discrete Job. Serial Number Validation Oracle Inventory enables you to perform two optional validations for serial numbers that have been used in Oracle Work in Process. This allows you to have tight control over every unit of every item in your inventory. you can only assign serial numbers when you perform a shipment transaction in Oracle Shipping Execution. Issued out of stores.15:34 Tag:  Inventory / Oracle Inventory provides complete serial number support for inventory transactions. Assigning Serial Numbers to Assemblies When you receive into inventory a completed assembly with a serial number control type of dynamic entry At inventory receipt or Predefined. you can enter them at transaction time. This validation is enabled by setting the profile option. 01/28/2009 . If you receive an item with this control option back into inventory on a return materials(s) authorization (RMA). you must assign serial numbers when you ship the item against a sales order. You can enable serial number control for specific items in your inventory. and Work Order–less Completion. Create and assign serial numbers when you receive the item in to inventory. • Validation of serialized components: Enabling the profile option will validate that a given serial number for an item may not be received via purchase order receipt. Predefined: You must enter serial number data whenever you use the item in a material transaction in Oracle Inventory. Flow Schedule. You either accept the default serial number or enter another valid one. miscellaneous receipt. You can assign predefined serial numbers to receive the item into inventory.

09/17/2009 . you can issue new serial numbers. When you receive replacement units.17:22 Tag:  Inventory / 1. Enter item-level serial number control options . Choose organization-level serial number uniqueness and default generation options. Oracle Inventory updates the serial number information with the purchase order number and transaction date of the return so that the location of the serialized unit is known.Returning Serialized Units to Suppliers You can return serialized units to the supplier in the Enter Returns and Adjustments window. you should reference the original serial numbers so that Oracle Inventory can properly update the existing serial numbers Detailed Steps to Implement Serial Number Control for Your Items Submitted by Anonymous on Thu. 2. When you receive repaired units.

Setting Up Serial Number Control Submitted by Anonymous on Wed. Update information for specific serialized units.16:36 Tag:  Inventory / 1.com/user-guide/oracle-inventory/inventory-attribute-group . Define serial numbers to assign to serial-controlled items /Enter transactions for serial-number-controlled items. Item master setup http://www.oracleug. 4. 01/28/2009 .3.

Organization parameter .2.

http://www.oracleug.com/user-guide/oracle-inventory/lot-control-setup

i. Uniqueness
You use the Organization Parameters window to choose a type of serial number uniqueness for your organization.
You can choose to enforce uniqueness Within inventory items, Within an organization, or Across organizations. The
three levels for serial uniqueness are cumulative the definitions are as follows:
• Within Inventory Items: Once you assign a serial number to a particular item you cannot assign the same serial
number to the same item regardless of the organization. For example if you assign serial number SN100 to item A,
you cannot assign serial
number SN100 to any other instance of item A in any organization. This also includes CTO items derrived from base
model A. However you could receive item B with serial number
SN100 in any organization.
• Within Organizations: In addition to the restrictions Within Inventory Items control, the same serial number cannot
exist twice within the same organization. For example if you assign SN100 to item A, you will not be able to receive
item B with the serial
number SN100 in the same organization. However, you could receive item B with the serial number SN100 in any
other organization.
• Across Organizations: In addition to the restrictions Within Organizations, you cannot assign the same serial
number to any other item regardless of the organization. For example if you assign SN100 to item A you will not be
able to receive item B
with the serial number SN100 in any organization. If you assign Across Organization uniqueness to any organization

it restricts the serial generation in all other organizations. If one organization dictates Across Organizations, all other
organizations must do so.
ii. Generation
You can establish serial number control for an inventory item when you define it. You can choose from No control,
Predefined serial numbers, control At inventory receipt, or control At sales order issue.
If you specified Predefined as the serial number control type for an item, you must predefine serial numbers for that
item using the Generate Serial Numbers window. If you specified entry At inventory receipt or At sales order issue,
you can optionally predefine serial numbers for the item. Oracle Inventory uses the starting serial number prefix and
the starting serial number you specify in the Item window to load the number of predefined serial numbers you
request. You can load as many serial numbers as you want for any item under serial number control.

Generating & Assigning Serial Numbers
Submitted by Anonymous on Wed, 01/28/2009 - 17:04

Tag:

Inventory
/

Generating Serial Numbers
If you specified Predefined as the serial number control type for an item, you must predefine serial numbers for that
item.
If you specified entry At inventory receipt or At sales order issue, you can optionally predefine serial numbers for the
item. The process of generating serial numbers does not assign serial numbers to units in inventory, it simply
reserves specific serial numbers for an item, for later use. When you run the serial generation program if you have
the same serial prefix number across organizations, the concurrent program searches across the organizations, and
generates serial numbers using the highest start number across the organizations.

Serial Number Assignment
You must assign serial numbers whenever you receive items under serial number control into inventory. If an item is
under Predefined control, you can choose from the list of predefined serial numbers for that item. If an item is under
dynamic entry At inventory receipt, you can choose from a predefined list of serial numbers or enter any serial
number, depending on the uniqueness control for your organization. You can create and assign serial numbers
individually or as a range to speed up data entry. If your item is under dynamic entry At sales order issue, you can
only assign serial numbers when you perform a shipment transaction in Oracle Shipping Execution.
Once you assign a serial number to an item, the combination of the serial number and the item is an entity known as
a serialized unit. From that point on, Oracle Inventory tracks all movements and maintains the following information
for each serialized unit:
• Receipt or Ship Date
The date on which you last performed a material transaction for your serialized unit. Material transactions update this
information when you move your serialized unit.
• Serial State
Oracle Inventory assigns one of the following states to your serialized unit: Defined but not used, Resides in
inventory, Issued out of inventory, or Resides in intransit.

Status Codes
--------------------1 Defined but not used
3 Resides in stores
4 Issued out of stores
5 Resides in intransit
6 Pending status
7 Resides in receiving
8 Resides in WIP
You can get a full list of the codes with the following SQL: select
lookup_type,
lookup_code,
meaning
from mfg_lookups
where lookup_type = 'SERIAL_NUM_STATUS'
order by lookup_type, lookup_code
• Location
The organization, subinventory, and locator in which the serialized unit currently resides. Material transactions update
this information when you transfer the serialized unit.
• Revision level
The revision of the item when you assign the serial number to the unit.
• Lot number
During material transactions, you first specify the lot number and then the serial number. Oracle Inventory tracks the
lot from which a specific serialized unit originates.

Maintaining Serial Number Information
Submitted by Anonymous on Wed, 01/28/2009 - 17:18

Tag:

Inventory
/

You can view location, job and state information, as well as update supplier information associated with your
serialized units.
1. Navigate to the Serial Numbers window. The Find Serials window appears.
2. Enter search criteria. If you do not enter criteria, a query for all serial numbers is performed.
3. Choose the Find button to display the serial number and item information in the Serial Numbers window.

Item Control
Submitted by Anonymous on Tue, 01/27/2009 - 16:04

Tag:

Inventory
/

In this chapter we‘ll discuss some advance controls that oracle provides on items

Item Relationships
Submitted by Anonymous on Tue, 01/27/2009 - 16:20

Tag:

Inventory
/

You can define relationships between items. This allows you to search for items through these relationships. Except
in Oracle Purchasing, these relationships are for inquiry and reporting purposes only.
Item Relationships with Oracle Purchasing
Within Oracle Purchasing you can define acceptable substitute items for receiving. You must define a list of
substitutes before you receive a substitute item in place of an originally ordered item. Attention: If you receive a
substitute item, you must have previously defined a unit of measure conversion between the unit of measure on the
purchase order and the unit of measure on the receipt.

that you possess for an item. and can be sold in place of the older item. Promotional Upgrade: This relationship enables a customer to upgrade from one item to another item or equal or higher value. Service: This relationship establishes service items for a repairable item. Superceded: This relationship indicates that one item has replaced another item that is no longer available. without an additional charge. Mandatory Charge: This relationship indcates a mandatory charge if the customer purchases both items. the other item is received for free. Collateral: This relationship indicates collateral. Complimentary: This relationship indicates if a customer purchases one item. such as marketing brochures. Conflict: This relationship indicates that these items may never be used together.Cross–Sell: This relationship indicates that one item may be sold in lieu of another item. Up–Sell: This relationship indicates that a newer version of the item exists. . Impact: This relationship is used to relate items to each other but only under special conditions. Optional Charge: This relationship indicates an optional charge if the customer purchases both items. Prerequisite: This relationship indicates that you must possess one of the items as a requirement to possessing the other item.

you must be in a planning enabled organization. 01/27/2009 . To use this relationship. or old licenses.18:00 Tag:  Inventory / Assigning Subinventories to an Item You can assign a list of subinventories to an item. Repair to: You use the Repair to item relationship with field service operations that use spares management functionality. the Repair to item relationship determines the replacement part. You may use the earliest or latest target end date for consolidation.Subinventories & Item Submitted by Anonymous on Tue. you must be in a planning enabled organization. If a part has been superseded by another part.Split: This relationship enables you to split support for an item so you do not have to manually split support at contract renewal. To use this relationship. You restrict an item to the list of subinventories by setting the Restrict Subinventories attribute when you define or update the item. Merge: This relationship enables rules based consolidation of contracts. Migration: During contact renewal you are given the option of renewing contracts based on new licenses. you must be in a planning enabled organization. This allows you to choose how contracts are consolidated. . To use this relationship. Assigning .

In these cases you do not have to set the Restrict Subinventories attribute.You also use the item/subinventory relationship to specify valid subinventories for zero quantity cycle counts for an item. This information is used to perform min–max planning and replenishment processing at the subinventory level. and to specify items for an ABC analysis performed at the subinventory level. You can also specify planning information and locators for the item in its assigned subinventories. . only establish the relationship between the item and subinventory.

You activate the list of subinventories for a restricted item by setting the Restrict Subinventories attribute when defining or updating items. the items are restricted to that subinventory. . Assigning items to a subinventory does not restrict the subinventory to that list of items. only establish the relationship between the item and subinventory. Rather. and to specify items for an ABC analysis performed at the subinventory level. you can always issue and receive unrestricted items to any subinventory.Assigning Items to a Subinventory You can assign items to a given subinventory. You also use the item/subinventory relationship to specify valid subinventories for zero quantity cycle counts for an item. In these cases you do not have to set the Restrict Subinventories attribute. but you can only issue and receive restricted items to their list of subinventories. Thus. You can also specify planning information related to the items you assign to a given subinventory.

.

18:25 Tag:  Inventory / You must set certain controls and options before performing inventory transactions. These include: Setting transaction profile options: Oracle Inventory provides you with the following transaction processing profiles: • Enter Replenishment Count • Inter–Organization Transfer • Miscellaneous Issue and Receipt . go to the required organization parameter first. 3. While assigning subinventories to an item. If you attach an item to a subinventory in item/subinventory then the subinventory’ll be available in assigned subinventories form for that item in item master tool Transaction Setup Submitted by Anonymous on Wed.Notes: 1.e it 'll restrict the item to those assigned subinventories if restrict subinventory option is enabled in item master inventory tab for that item. 01/28/2009 . Assigning items to subinventory or subinventory to item does the same thing i. When an item is restricted to a sub inventory. you 'll only get the restricted subinventories in LOV of subinventory while doing any transaction 2.

allowing you to continue working. and Shop Floor Processing. resource cost transaction. material cost transaction. you must set the WIP profile options Completion Material Processing. you can choose whether transactions are processed on the server or client side by setting the Server Side On–line Processing profile. They control the number of transaction workers.• Transaction Processing Mode • Transfer Between Subinventories • Update Average Cost • Server Side On–line Processing • Allow Expense to Asset Transfer • Project Miscellaneous Transaction Expenditure Type • RPC Timeout • Restrict Receipt of Serials • Transaction Date Validation • Use New Trx Manager for Processing • Override negative for Blackflush • Quantity Tree Timeout for Lock • Maximum Number of Quantity Trees • Cycle Count Approvals • Cycle Count Entries Transaction Processing Mode You can set processing control globally for all transactions or you can choose different options for each type of transaction. and number of transactions processed by each worker during each interval. Return to Customer. Oracle Inventory processes transactions on a periodic basis via the Inventory Transaction Manager. Launching Transaction Managers The transaction managers execute the following processes: material transaction. processing intervals. . demand reservation & remote procedure call. You must also set the Inventory profile options for Inter–Organization Transfer. and Transfer Between Subinventories. Completion Transaction Form. Background processing Returns control immediately to you. If you choose Form level processing for the Transaction Processing Mode profile you can set up different processing controls for each type of transaction. Form level processing Processes transactions using the processing control option you choose for that particular type of transaction. Move Transaction. move transaction. With this option. The default value is server side processing. On–line Processing If you use On–line processing. Immediate concurrent processing Spawns a concurrent process when you commit the transaction and returns control immediately to you. These run at periodic intervals you specify until you delete them with the concurrent manager. Inventory Remote Procedure Manager Server side on–line processing uses the Inventory Remote Procedure Manager to allow a transaction initiated on the client to process on the server. Receive Customer Return. Operation Backflush Setup. If you are using Oracle Work– in–Process. Material Transaction Form. Miscellaneous Issue and Receipt. System managers maintain the Remote Procedure Manager. You establish the method of transaction processing by choosing one of the following options when you set up your TP:INV Transaction Processing Mode profile: On–line processing Processes transactions while you wait and returns control to you once it finishes.

Transaction Actions Submitted by Anonymous on Thu. Oracle Inventory provides the following transaction actions: • Issue from stores • Subinventory transfer • Direct organization transfer • Cycle count adjustment • Physical inventory adjustment • Intransit receipt • Intransit shipment • Cost update • Receipt into stores • Delivery adjustments • WIP assembly scrap • Assembly completion • Assembly return • Negative component issue • Negative component return • Staging Transfer Transaction Source Types Submitted by Anonymous on Wed.22:52 Tag:  Inventory / The relationship between transaction source type.09:46 Tag:  Inventory / A transaction action is a generic type of material movement or cost update with no specificity regarding the source of the transaction. 01/28/2009 . . Along with a transaction source type. 01/29/2009 . transaction action and transaction type is shown in below picture. a transaction action identifies a transaction type.

Oracle Inventory provides the following predefined transaction source types: • Account • Account Alias • Cycle Count • Internal Order • Internal Requisition • Inventory • Job or Schedule • Move Order • Periodic Cost Update • Physical Inventory • Purchase Order • RMA (Return Material Authorization) • Sales Order • Standard Cost Update 2.1. it uniquely identifies the type of transaction you perform. A transaction source type is the type of entity against which Oracle Inventory charges a transaction. You can then use these user–defined transaction source types and predefined transaction actions to define a new transaction type. You can define additional transaction source types in the Transaction Source Types window. This user–defined transaction type is now a customized form of tracking transactions with which you can group and sort reports and inquiries. . Along with atransaction action.

for a PO receipt transaction. It is used to classify a particular transaction for reporting and querying purposes. The following table presents predefined transaction types: .3. 01/29/2009 .10:11 Tag:  Inventory / A transaction type is the combination of a transaction source type and a transaction action. the transaction source type is Purchase Order and the actual PO number is the source.When you perform a transaction. you specify a transaction type and a source. For example. Transaction source type = Purchase Order Transaction source = Purchase Order Number Transaction Action = Receipt Transaction type = PO Receipt Transaction Types Submitted by Anonymous on Thu. Oracle Inventory also uses transaction types to identify certain transactions to include in historical usage calculations for ABC analysis or forecasting.

You define transaction source types in the Transaction Source Types window. if you frequently donate items to charity. using the ”Issue to Charity” transaction type. . You define transaction types by combining transaction actions and transaction source types. In this case. You would then use the Miscellaneous Transactions window to actually issue an item to charity. and the expense account that specifies the source (Goodwill). For example. such as Goodwill.Use the Transaction Types window to define additional transaction types to customize transaction entry. you might want to define a transaction source type called ”Charity” and a transaction type called ”Issue to Charity”. the transaction action would be Issue from Stores. A user– defined transaction type is a combination of a user–defined transaction source type and a predefined transaction action. You would also specify the actual charity to which you are issuing. Oracle Inventory provides the list of transaction actions.

a WIP transaction. or an inter–organization transfer. . a subinventory transfer.You must specify a transaction type when you perform a miscellaneous receipt or issue.

Defining Transaction Reasons Submitted by Anonymous on Thu.10:58 Tag:  Inventory / A transaction reason is a standard means of classifying or explaining the reason for a transaction. You can use these standard transaction reasons with any type of material transaction. Oracle Inventory provides transaction reporting and inquiring capabilities by transaction reason. . Transaction reasons can be used in all transaction forms. 01/29/2009 .

• Change UOM: Change the transaction unit of measure for the task. The available choices are as follows: • Load • Drop • Receiving • Replenishment • Cycle Count • Shipping • Update Status • QA Update Status Note: The Replenishment reason type is disabled. • Pick Short: Specify a quantity less than the requested quantity. If you selected Picking as the Reason Type.11:25 Tag:  Inventory . • Change Source Locator: Change the location from which the material is picked. The available choices are as follows: • Curtail Pick: End the pick after picking a few LPNs or Lots and load the contents.In the reason type from the list of values. select a Reason Context from the list of values. but can pick in stages. • LPN Exception: Pick partial quantity of the scanned fully consumable LPN. 01/28/2009 . Defining Item Transaction Defaults Submitted by Anonymous on Wed. and back order the rest of the required quantity. You must still pick the entire quantity. • Pick Over: Pick more than the requested quantity. • Pick None: End the pick without picking anything. • Pick Partial: Split the pick and allow confirmation of less than the requested quantity.

1. receiving. For move orders. Oracle Inventory displays the default receiving information when you receive an item. Move Order Receipt: Assign a default move order subinventory to the item. ITEM Enter an item for which you want to assign a default transaction subinventory. SUBINVENTORY Enter a subinventory to use as the default transaction subinventory for the item. Oracle Inventory derives the default put away locator when you transact an item into a locator controlled subinventory if no locator was specified by the creator of the move order. and move order transactions. Select the Subinventories tabbed region a. . Receiving: Assign a default receiving subinventory to the item. you can only choose those subinventories in this field. b. If you restrict the item to specific subinventories using either the Subinventory Items window or the Item subinventories window./ Use this form to define a default subinventory and/or locator for an item for shipping. Navigate to the Item Transaction Defaults window. Oracle Shipping Execution displays the default shipping information when you ship an item. c. DEFAULT FOR Select the type of default: Shipping: Assign a default shipping subinventory to the item. 2.

3. Move Order Receipt: Assign a default move order subinventory to the item. d. 02/03/2010 . Select the Locators tabbed region. Receiving: Assign a default receiving subinventory to the item. If you restrict the item to specific subinventories using either the Subinventory Items window or the Item subinventories window. c.11:03 Tag:  Inventory / An account alias is an easily recognized name or label representing a general ledger account number. SUBINVENTORY Enter a subinventory to use as the default transaction subinventory for the item. b. During a transaction. You can view. you can use the account alias instead of an account number to refer to the account. a. you can only choose those subinventories in this field. DEFAULT FOR Select the type of default: Shipping: Assign a default shipping subinventory to the item. and reserve against an account alias. To define an account alias: . ITEM Enter an item for which you want to assign a default transaction locator. Defining Account Aliases Submitted by Anonymous on Wed. report. LOCATOR Enter a locator to use as the default transaction locator for the item in this subinventory.

12/23/2009 . 2. remote procedure call. and number of transactions processed by each worker during each interval. Transaction Managers Submitted by Anonymous on Wed. You can change this account only if the account alias has not been referenced. As of this date. and material cost transaction. . demand reservation. Navigate to the Account Aliases window. resource cost transaction. Date must be greater than or equal to the current date. They control the number of transaction workers. These run at periodic intervals you specify until you delete them with the concurrent manager. To make an account alias inactive: Enter the date on which the account alias becomes inactive. processing intervals. 5.10:42 Tag:  Inventory / The transaction managers execute the following processes: material transaction. Date must be greater than or equal to both the effective date and the current date. move transaction. Save your work. you can no longer use the account alias. 4. Enter the general ledger account to which you charge all transactions that use this account alias. 3.1. Enter a unique account alias name derived from concatenated segments of the account alias name key flexfield. For descriptions of the available managers see: Transaction Managers.  You do not have to launch these transaction managers if you decide to process all your transactions on-line and do not use the transaction interface. Enter the effective date on which the account alias is enabled.

time cards. Material cost transaction The material cost transaction manager costs material transactions in Oracle Inventory and Oracle Work in Process in the background. By starting the transaction manager. 2. or through periodic concurrent request submissions. Navigate to the Interface Managers window. payroll systems. You define this transaction mode for individual transaction windows in the Personal Profile Values window. Enter the maximum number of rows to assign to the worker. For WIP Move Transactions only: Specify the processing timeout in hours and minutes. Material transaction The material transaction manager immediately executes a material transaction after you save your changes in a transaction window. Resource cost transaction The resource cost transaction manager processes resource transactions in Oracle Work in Process and resource transactions you import from barcode readers. routing sheets. 3. This is especially helpful when processing a large batch of transactions. To view and update the transaction managers 1. The use of multiple transaction workers enables parallel processing of transactions. . Save your work. you can determine how to execute transactions: immediately through immediate concurrent request submissions. 4. Move transaction The move transaction manager processes move transactions in Oracle Work in Process and move transactions you import from devices such as portable bar code readers or your custom data entry forms using the Open Move Transaction Interface. and custom data entry forms using the Open Resource Transaction Interface. After this time the move transaction manager no longer processes pending transactions and marks them as an error. All existing transaction managers and their current status are displayed.

01/29/2009 . 4. Choose Launch Manager from the Tools menu. with Oracle Order Management. If the transaction quantity is rounded to zero. 01/29/2009 . Note: If the transaction manager is already active. As a result of the decimal precision mismatch. Performing Miscellaneous Transactions Submitted by Anonymous on Thu. Transactions Submitted by Anonymous on Thu. 2. Oracle Work in Process supports decimal precision to 6 digits. This allows you to control the flow of material from the time you receive items to the time you ship finished goods to the customer. It is therefore suggested that the base unit of measure for an item is set up such that transaction quantities in the base unit of measure not require greater than 5 digits of decimal precision. Oracle Inventory displays a warning before displaying the new window. Inventory does not process the transaction.To launch a transaction manager: 1. You can enter the start date and time to resubmit the transaction manager or an interval of time that the transaction manager polls the interface table for pending transactions. Other Oracle Applications support different decimal precision. provides you with a complete set of transactions and reports for maintaining inventory control. 3. Select a transaction manager in the Interface Managers window. transactions another Oracle Application passes may be rounded when processed by Inventory. Select a resubmit level. and Oracle Work in Process. Choose Submit.19:28 Tag:  Inventory / . Oracle Purchasing. Inventory transactions and on hand balance supports decimal precision to 5 digits after the decimal point. The Launch Inventory Managers window appears displaying the transaction manager you choose as the process to be submitted.15:17 Tag:  Inventory / Oracle Inventory.

You can also use this feature to load all item on–hand quantities when you start implementing Oracle Inventory. You will receive a material shortage alert while performing a miscellaneous transaction if you have enabled shortage alerts for the miscellaneous transaction type being performed. or to issue damaged items to expense accounts such as scrap. .With a miscellaneous transaction you can issue material to or receive material from general ledger accounts in your current organization. a miscellaneous transaction can trigger a shortage notification to be sent to various pre–defined individuals. and then issuing that material from inventory to another account. This allows you to issue material to groups that are not inventory. or projects. or work in process such as a research and development group or an accounting department. You can perform the receipts for items that were acquired by means other than a purchase order from a supplier. You can use this feature to issue items to individuals. You can use your user–defined transaction types and sources to further classify and name your transactions. receiving. departments. Also. You can also make manual adjustments to the general ledger by receiving material from one account to inventory.

If an item has a restricted list of subinventories.Subinventory transfer Submitted by Anonymous on Thu. . as well as from tracked to non–tracked subinventories.19:13 Tag:  Inventory / You can transfer material within your current organization between subinventories. 01/29/2009 . You can transfer from asset to expense subinventories. you can only transfer material from and to subinventories in that list. or between two locators within the same subinventory. Oracle Inventory allows you to use user–defined transaction types when performing a subinventory transfer.

material storage relocations. Move Orders Submitted by Anonymous on Tue. but issue from an expense to asset subinventory is not possible. ." If it has not been set it to "Yes. perform the Miscellaneous Transaction account receipt using the same expense account as the expense subinventory. 05/05/2009 . you must be first issue it from the expense subinventory using the Miscellaneous Transaction form and transfer it to the subinventory expense account.To do a subinventory transfer from expense to asset subinventory set the profile option INV: Allow Expense to Asset Transfer to "Yes. you use the Miscellaneous Transaction instead of the subinventory transfer. and quality handling. Oracle Inventory expects the consumption of material at the expense location. Then.22:20 Tag:  Inventory / Move orders are requests for the movement of material within a single organization." it is possible to issue from an asset to an expense subinventory. If you return an asset item to an expense subinventory. To receive the asset item back to the asset subinventory. For receiving an ASSET item back. They allow planners and facility managers to request the movement of material within a warehouse or facility for purposes like replenishment. no accounting occurs and you only transfer quantities. You can generate move orders either manually or automatically depending on the source type you use.

These requests can optionally go through a workflow-based approval process before they become move orders ready to be sourced and transacted. This provides for the following: Move Order Source Types: Oracle provides three types of move orders: 1) Move order requisitions. Replenishment Move Orders You can automatically create pre-approved move orders using the following planning and replenishment functions. Managed Material Flow in a Facility: Move orders allow you to distinguish between inventory management processes and the actual material transaction process. Once a requisition has been approved. The move order type refers to the entity that created the move order. It is available for subinventory transfers and account transfers. . it becomes a move order. Move Order Requisitions A move order requisition is a manually generated request for a move order. the final result is one of the two supported transactions: sub inventory transfer or account issue. 4) Manufacturing component pick.Note: Move orders are restricted to transactions within an organization. and 3) Pick wave move orders. 2) Replenishment move orders. For all move orders. If you are transferring material between organizations you must use the internal requisition process.

the reservation must specify the subinventory and lot number. Note: Replenishment and pick wave move orders are pre-approved Express Pick Release Customers who use Oracle Inventory primarily for financial purposes as opposed to operational purposes can user express pick release to enhance pick release performance. Manufacturing Component Pick Created my component pick release in WIP Workflow for Move Order Approval Process: If you require planner approval for move order requisitions. the requisition line will be automatically approved. the order is automatically approved or rejected. Min-Max Planning: Replenishment Counting Kanban Replenishment Pick Wave Move Orders Pick wave move orders are pre-approved requests for sub inventory transfers to bring material from a source location in the warehouse to a staging sub inventory. 3. the reservation must specify the subinventory. or during order or after order import.22:46 Tag:  Inventory / . additional notifications can be sent to specified individuals. Upon approval. 2. Populate reservations in shipping delivery details. The item planner is an item attribute. 05/05/2009 . The overall process for this method is as follows: 1. the reservation must specify the revision.These processes generate move orders if the material is sourced from another inventory location within the organization. quantity tree and reservations. Once the order line is approved. you can use the move order approval process. After one time out period. if the recipient has not approved or rejected the order. These move orders are generated automatically by the Oracle Shipping Execution pick release process. • Detail level reservations are created before you run pick release. If no planner is specified on the item. Pick release order. the logic in pick release is set to bypass creating of move order lines. After a second time out period. To govern the move order approval process. 4. • For revision controlled items. you set two inventory organization parameters: Move Order Timeout Period and Move Order Timeout Action. • For lot-controlled items. and pick confirm. Setting Up Move Orders Submitted by Anonymous on Tue. • The same subinventory is used for storing and staging shipped material. The Move Order Timeout Period attribute determines the number of days the order can wait for approval. Express pick release makes the following assumptions: • There are no locators in the warehouse. Ship confirm order. Create detailed reservations. notices are sent to a notification list that is attached to the source and destination sub inventories to let the sub inventory planners know that material will be moved to or from their areas. Oracle Inventory manages the approval process through Oracle Workflow. • For plain and serial controlled items. a reminder notice is sent. which forwards move order lines to the designated item planner for approval. depending on the Move Order Timeout Action attribute you set. If the above conditions are met.

you must first define the item transaction defaults.Define the Subinventory source type To automatically create move orders using min-max planning and replenishment counting. Define approval process parameters To require planner approval for move order requisitions. You can also specify individuals to be notified if a shortage occurs. If you want to bypass the move order approval process and automatically approve move order requisitions. To govern the move order approval process. Note: If the requested item does not have an assigned planner.23:37 Tag:  Inventory / If you require planner approval for move order requisitions. Note: You do not need to perform this step if you specify the locator at the time you create or allocate the move order lines. you must define the Subinventory source type at the pull sequence level. you set two inventory organization parameters:  Move Order Timeout Period and  Move Order Timeout Action. Setup Material Status You can transact only material that permits move order transactions. Define item transaction defaults If you want to populate move order line allocations with item transaction defaults for the destination locator. you must define two parameters at the organization level: Move Order Timeout Period and Move Order Timeout Action. you can use the move order approval process. Workflow for Move Order Approval Process Submitted by Anonymous on Wed. the approval process is not enabled. You must that verify you can transact the material before you perform move orders. enter 0 days for the Move Order Timeout Period and select Automatically Approve for the Move Order Timeout Action. Define lot level UOM conversions If you define a lot level conversion for a specific lot the move order quantity reflects the lot quantity to transact. You must also assign the planner who approves move order lines to the item or the organization. 05/06/2009 . you must define the sub inventory source type at once of the following levels:  Subinventory  Item Subinventory To automatically create move orders using the kanban system. which forwards move order lines to the designated item planner for approval. . Oracle Inventory manages the approval process through Oracle Workflow.

After one time out period.The Move Order Timeout Period attribute determines the number of days the order can wait for approval.23:48 Tag:  Inventory / You can create grouping rules to organize how picking lines for released sales orders and manufacturing tasks are grouped on pick slips. depending on the Move Order Timeout Action attribute you set. You can also select additional grouping attributes for your grouping rules. For example if you select Delivery and Carrier as grouping criteria. After a second time out period. Note: Replenishment and pick wave move orders are pre-approved Defining Pick Slip Grouping Rules Submitted by Anonymous on Wed. the requisition line will be automatically approved. Upon approval. if the recipient has not approved or rejected the order. notices are sent to a notification list that is attached to the source and destination sub inventories to let the sub inventory planners know that material will be moved to or from their areas. . picking lines for the same delivery and carrier are grouped together on a pick slip. 05/06/2009 . If no planner is specified on the item. all picking lines for the same delivery are grouped together on a pick slip. the order is automatically approved or rejected. For example. The item planner is an item attribute. if you select Delivery as a grouping criteria. a reminder notice is sent. Once the order line is approved. additional notifications can be sent to specified individuals.

22:31 Tag:  Inventory / A move order comprises the following: Move order header Oracle Inventory uses the move order header to store the move order source type. and the requested date. 05/05/2009 .  Move Order Number  Status  Move Order Type .Move Order Components Submitted by Anonymous on Tue. the order number. This refers to the entity that created the move order. The header also stores the default source and destination (if known).

 Source  Destination  Control . lot. completed quantity (if the move order has been partially fulfilled). If the material is locator. You can also request specific serial and lot numbers on the move order line. The move order lines also include any project and task references if the organization is Oracle Project Manufacturing enabled.Move order lines Move order lines are the requests on a move order. or serial controlled. . You can set up your system to have Oracle Inventory's picking engine automatically fill in the allocations. They store the item. requested quantity. and source and destination (if known). or you can manually fill in the line details and edit them before you transact.Status  Move order line allocations The line allocations are the transactions that occur to fulfill a particular move order line. the system fills in this information at the line detail level.

2. If the move order requisitions require approval. 05/05/2009 .22:42 Tag:  Inventory / The move order process follows the following steps: 1. 1. Create a move order for required material. You can manually create a move order requisition or set up your system to automatically generate replenishment or pick wave move orders.Move Order Process Flow Submitted by Anonymous on Tue. . Approve the move order lines.1. the item planner must approve the move order lines.

Allocating creates a pending transaction the will be executed when you transact the line. 3. Transact move order lines. You can cancel move order lines that have no allocations.16:57 Tag: . You can select an individual move order line. It therefore decrements the available quantity (i. Oracle Inventory provides a profile option INV: Kill Move Order which allows the system to cancel partially allocated and transacted move orders. Once the move order is approved. the move order stays open until the total quantity is transacted or until the order is closed or cancelled. you submit the Oracle Shipping Execution Pick Slip report.2. To generate a pick slip for pick wave move orders. You can cancel move order lines only for move order requisitions and replenishment move orders. 01/29/2009 . If you transact less than the requested quantity. You can either transact all the move order lines at once or transact one allocation line at a time as the items are moved. You can also cancel partially allocated move order requisitions and replenishment move orders. You can cancel partially allocated and transacted Move Order Requisitions and Replenishment Move Order lines. Allocating is the process that uses Oracle Inventory picking rules to determine where to source the material to fulfill a request line. Print Move Order Pick Slips: You can print move order pick slips before or after the move order transaction is committed.e. 3. you can allocate it. or multiple move order lines.2.1. it creates a soft reservation). The Move Order Pick Slip report generates pick slips for move order requisitions and replenishment move orders. 2. you can print a pick slip or push the move order line allocations to mobile devices for transaction through the move order APIs. Before you transact the move order. Print a pick slip. It does not matter if the move order lines belong to different move orders. or cancel it. The allocating process fills in the move order line details with the actual transactions to be performed and allocates the material to the move order. Inter–organization Transfers Submitted by Anonymous on Thu. Allocate the move order. Note: 1.

You can also transfer partial quantities of the same item to different subinventoriesand locators in a single transaction. You can transfer one or more items in a single transaction. Also note that intercompany invoice cannot be raised for inter-org transfers of type ‘Direct Transfer’ through Internal sales Orders. You can also transfer expense and asset items from one organization to another using intransit inventory. With Oracle Inventory you can perform inter–organization transfers as direct or intransit shipments. Direct Org Transfer . Intercompany invoicing is possible for inter-org transfers of type ‘In-transit’ only through ‘Internal sales Orders’. Required Setups 1. and manufacturing facilities as distinct organizations. 2. No intercompany invoicing is possible if you perform org transfers between two inventory orgs belonging two different operating units without ‘internal sales Orders’. Accountings 1. There must exist a shipping network(direct/intransit) between the two organizations. The items you transfer must exist in both organizations. Inventory / You can define multiple inventories. warehouses. Inter-Org transfers can be done within or accross operating units but you can not generate intercompany invoice with inter-org transfer.

01/29/2009 .17:46 Tag:  Inventory / .From org - Inter-org receivables debited Inv valuation is cedited To Org - Inv valuation debited Inter-org payables credited Direct Inter–organization Transfers Submitted by Anonymous on Thu.

For example. inter–organization transfers.(As given in oracle user guide) .You can use a direct inter–organization transfer to move inventory directly from a shipping organization to a destination organization. The validity of a transfer transaction depends on the controls you have defined in both the shipping and destination organizations for the items you want to transfer. you cannot transfer item B from organization X to organization Y if item B is under lot control only in organization Y (you cannot specify lot numbers for item B in the destination organization because you are performing a direct transfer). However. even though item A is under lot control only in organization X (you can specify the lot numbers for item A in organization X during the transfer transaction). you can transfer item A from organization X to organization Y. The following tables present direct.

If destination is Asset/Serial controlled/Lot controlled/ Revision Controlled then the source needs to be Asset/Serial controlled/Lot controlled/ Revision Controlled Inter–Organization Transfers via Intransit Inventory Submitted by Anonymous on Thu. 01/29/2009 .18:00 .

For example. At the time of shipment. . While your shipment is intransit. you can transfer item A from organization X to organization Y. 1. When you perform the transfer transaction. You only need to enter the subinventory you are shipping from. the destination organization owns the shipment when the shipping organization ships it. a shipment number. and while it is intransit. You can receive and deliver your shipment in a single transaction or you can receive and store your shipment at the receiving dock. even though item A is under lot control only in organization X (you can specify the lot numbers for item A in organization X during the transfer transaction). The validity of a transfer transaction depends on the controls you have defined in both the shipping and destination organizations for the items you want to transfer. you must define your receiving parameters for the destination organization. The following tables present inter–organization transfers via intransit inventory. You can also transfer item B from organization X to organization Y if item B is under lot control only in organization Y (you can specify lot numbers for item B in the destination organization when you perform the receiving transaction). If the FOB point is set to Receipt in the Shipping Networks window. depending on the inter–organization transfer charge that applies between the organizations. the destination organization owns the shipment when they receive it. If it is set to Shipment. and. you do not need to specify the delivery location. the freight information.Tag:  Inventory / You usually transfer material to intransit inventory when transportation time is significant. a percentage of the transaction value or a discrete amount that Oracle Inventory uses to compute transfer charges. you can update shipping information such as the freight carrier or arrival date in the Maintain Shipments window.

In case of inter organization transfer via Intransit we required to put the shipment number .2.

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01/29/2009 . The following tables explain the expected results. Serial Number Restrictions Submitted by Anonymous on Thu.19:01 Tag:  Inventory / There are certain restrictions and expected behaviors when transferring items between organizations where the serial control in the source and destination organizations are different. .After completing the inter org transfer. go to the receiving form of the 'to org' and receive the shipment with the shipment number.

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agent. Traditionally. Both suppliers and customers benefit through a consigned inventory strategy:  Suppliers can compete on the basis of availability and delivery when finished goods are at the customer site. but remains the property of another party(such as the manufacturer or primary contractor) by mutual agreement. This does not mean that there are no inventory carrying costs for the customer. and so on). he does still incur costs related to storing and managing the inventory. 07/01/2010 . transportation efficiencies 3. Consigned VMI with Customers Is defined as the process that allows you to manage inventory at your customer sites (monitoring of on-hand.  Holding material on consignment reduces the lead time for items that might be required to fill sales orders. From the "Consigned inventory from supplier" User's Guide: Consigned inventory from supplier exists when inventory is in the possession of one party (a dealer. distributor. and to operate a consigned inventory (pay-on-use) scenario where the material ownership remains with you until it is consumed by the customer.Consignment Inventory Submitted by Anonymous on Thu. particularly when lead times are lengthy.17:31 Tag:  Inventory / Consignment Inventory is inventory that is in the possession of the customer. or items are used in production. the supplier places some of his inventory in his customer’s possession (in their store or warehouse) and allows them to sell or consume directly from his stock. he does not have to tie up his capital in inventory.  Customers experience increased inventory turns thus. Reduced delivery costs. Benefits of consignment include: Supplier: 1. Financial resources are free until customer commitments are ensured. Reduced lead time 2. What you want to do is move to a more automated planning and execution process. as well as the replenishment). Does not need to store material 2. The customer purchases the inventory only after he has resold or consumed it. Material closer to point of sale Buyer 1. Consigned inventory from Supplier refers to one type of consigned inventory practice where you receive and maintain goods belonging to one or more of your suppliers. reducing funds invested in inventory. Reduced funds invested 3. less rush orders. In other words. It is prone to stock outs and increased expediting costs. The key benefit to the customer should be obvious. but is still owned by the supplier. Easier access to material . this process is highly laborious and transactional oriented and provides little visibility into the customer inventory and demand position.

To transfer consigned stock to regular stock navigate to Inventory Responsibility->Transactions->Consigned Transactions . consignment requires a PO (and not a Release) to begin the cycle. Make sure to check the ‘Consigned from Supplier’ check box. shipping). Create ASL entry Take care that you MUST specify a supplier site here otherwise you will not be able to enable consignment for this ASL entry. Make sure the supplier site is a valid purchasing site. Create a Blanket Agreement (ASL source document) Create a normal Blanket Agreement specifying pricing for this Item as appropriate. Supplier and Supplier Site as those in the Blanket Agreement. Specify the Blanket Agreement number. Sourcing Rule and ASL. Approve the PO. Also ensure that the supplier and supplier site used here are the same as those in the Blanket Agreement and Sourcing Rule. The goods are now in the specified subinventory. Please note that no accounting is expected at this point since encumbrance is disabled (Encumbrance is not compatible with consignment). 2. The owning party should be selected as the supplier. Define and assign a Sourcing Rule for this Item : Create a Sourcing Rule specifying Both a Supplier and Supplier Site. Take care that the supplier and supplier site used here must be the same as those in the sourcing rule and ASL. Purchasing does not allow encumbrance and consignment to be active at the same time (they are mutually exclusive in the same Operating Unit) Setups 1.Consignment Inventory Buyer Prospective (With Supplier) Currently. This is the part of the setup that is different from automatic sourcing. we can receive the material w/o creating a standard PO and bu just doing a misc. just make sure that the item is stockable and purchasable. 2. However. If this was a normal PO.g. Item : Nothing special here. we do not expect any accounting transaction to have been created. the appropriate accounting transaction would have been created (Dr Receiving Area account / Cr Inventory AP Accrual account). Obviously the PO should contain the same Item. 3. however there is an inventory process that allows consigned stock to be transferred to regular stock (and vice versa). 3. Create a standard PO Even though we have created a Blanket Agreement as the source document. Once consigned stock has been converted to regular stock. This is the most important part of the setup. receipt. 4. since this is a consigned PO. the receipt accounting transactions are generated. Receive the Goods Receive the goods in the destination inventory. Business Cycle 1. Assign the sourcing rule to the Default assignment set (as specified in MRP: Default Sourcing Assignment Set). If you are unable to select the Blanket Agreement you have created here please check for the following : A – The Blanket Agreement is not approved B – The Supplier/Supplier Site combination on the Blanket Agreement is not the same as on the ASL entry C – The Item on the Blanket Agreement is not the same as on the ASL entry Now click on the Inventory tab. Convert consigned goods to regular goods Consigned stock is automatically converted to regular stock when certain inventory transactions take place (e. Save the receipt.

Nav: Reports >Consigned Inventory (when you click on this you see a window open for you). Move Orders. by performing a miscellaneous issue and indicating the owning party in the transaction line. Some transactions always consume consigned materials.10:40 Tag:  Inventory .This OA framework report it not written in regular Oracle reports. 01/30/2009 . These transactions include Subinventory Transfers. Explicit consumption is performed whenever the user specifies the external owning party (the consignor) whose goods will be transferred to the internal organization. Implicit consumption refers to any type of consumption in which the system automatically determines that consumption is necessary. Consumption advice Once the goods have been consumed. with the only difference being that invoices are matched to the consumption advice rather than the receipt. If you try to create a new transaction the consigned stock will have decreased and if there is no consigned stock left. Once this transaction is saved. the quantities consumed should be communicated to the supplier to provide the necessary information for billing. Goods can also be automatically transferred to regular stock through other means. the item is now regular stock. and others. Let us now check that the appropriate accounting transaction has been created. Inter-organization transfers 4. Once you select all the parameters for example Supplier Item. item and Supplier and select go button. Explicit consumption is performed by using the consigned transactions window and performing a transfer to regular transaction.Once you specify the Item and Subinventory. Sales Order issues 2. WIP issues 3. The normal invoicing and payment cycles and cycle can take place once the supplier has sent the invoice. 4. you will not be able to complete this transaction. you will information below that page and you can drill down that information.forum4pmp. These transactions include the following: 1. Miscellaneous issues Other transactions can be set up to consume according to rules in the Consumption Transaction Setup window— located in Oracle Inventory. and selects the owning parties whose stock will be used up to complete the required transaction. If you have received the goods correctly then there will be consigned stock which is eligible for transfer to regular stock. From the Oracle Inventory Consigned Inventory from Supplier Process Guide : The system automatically generates a Transfer to Regular transaction whenever consumption takes place. Navigate to Inventory Responsibility->Transactions->Material Transactions form and query the Item. Consumption transactions are performed either explicitly or implicitly. the system will check the available and on-hand consigned stock in this subinventory. Backflush Transfers. or for example. Download the consignment demo from a buyer prospective @ http://www.com/sites/default/files/consignment_buyer.swf On–hand and Availability Submitted by Anonymous on Fri.

The Material Workbench enables you to view on–hand balances for inventory items by . 01/30/2009 . The supply chain ATP feature provides a global view of material availability for the requested demand. The ATP calculation determines the uncommitted portion of your company’s inventory and planned supply. This enables you to determine if a requested item and quantity is available at a specified date. on–hand quantities. available to promise.11:32 Tag:  Inventory / You use the material workbench to view on–hand quantities. You can view all possible supply sources for an order line. 4. ship set. Material Workbench Submitted by Anonymous on Fri. or configuration. The available to promise (ATP) features help you determine when you can commit to fulfilling a customer’s request. 3. 5. supply/demand. 2. The capable to promise (CTP) feature lets you determine the availability of resources as well as material. and capable to promise information. 6. supply chain available to promise./ Oracle Inventory provides a variety of windows to view 1. reservations.

• Cost Group: Cost Group information assigned to the item. • LPN: If you are in a warehouse management enabled organization you can view LPN information for the item. request cycle counts. • Status: Status information that includes the statuses assigned to subinventories. project. available quantity lot and serial number. UOM. . and serials. You can also use the Material Workbench create move orders. lots. • Serial: Serial information lists the serial numbers generated for an organization. The following information is available on the Quantity alternate region of the Material Workbench Planning Party: The vendor that manages the inventory. The Material Workbench enables you to query on–hand balances for inventory items by: location. and change material statuses. and planning party. • Item: Item information includes the organization. including the packed and unpacked quantities. cost group. • Lot: Lot information lists the lot numbers generated for an organization and the items associated with the lot numbers. You can also view subinventory quantities. locators. Owning Party: The third party owner of the inventory. ownership. and the items associated with the serial numbers. 1. item number.• Location: Location information includes the subinventory and associated locators. vendor.

• Lot Number: The item lot number. lot or revision. Item availability can be calculated for a given item at the subinventory. You can view the following information in the Availability window: • Organization: The organization where the item resides • Item / Revision: The item and revision number • Subinventory: The subinventory within the organization where an item resides. • Locator: The row rack and bin where the item resides. Item Availability You can use the material workbench to view item availability. . locator. • Available to Transact: The available quantity of an item you can transact across an organization. Availability cannot be calculated by serial number.2. • On Hand: The number of items available in the subinventory • Available to Reserve: The available quantity of an item you can reserve across an organization. • Cost Group: The item cost group.

you cannot choose status.3. • Lot Status: The lot status. • Transaction Types: The transaction types alternative region displays the allowed and disallowed transaction types for the item. You can also see the allowed and Disallowed transaction types for the item. Locator. Note: If you selected Cost Group as the display option. This field is blank if the item is not locator controlled. • Subinventory Status: The subinventory status. • Serial Status: The serial status. • Locator Status: The locator status. This field is blank if the item is not lot controlled. Lot or Serial status. Item Status Information You can use the Material Workbench to item view status information. This field is blank if the item is not serial controlled. You can view the following information in the effective status window. . You can view the Subinventory.

For LPN’s the system displays the weight and volume of the selected LPN. Attribute Information You can view the attributes of a particular lot. serial.4. . 5. Material Workbench Transactions You can use the Material Workbench tools menu to perform the following transactions: • Mass Move: Moves the selected items to a new subinventory. the system displays the item attributes and categories. or LPN (warehouse management only) from the Material Workbench. For lots or serials.

If you have revision control items.16:09 Tag:  Inventory / Use the Multiple Organization Inventory Report to show the inventory quantity on hand for items in more than one organization. . 01/30/2009 . You can run the report for all items. The report is sorted by inventory item for all of the organizations. • Cycle Counting: Enables you to initiate a cycle count for the selected subinventory. • Status Update: Enables you to change status information. you can report on the revision quantities individually (for each revision) or summed for the item. • Cost Group Transfer: Enables you to transfer the item to another cost group. or you can specify a range of items. The report has no limitations on the number of organizations you can enter. Multi–Organization Quantity Report Submitted by Anonymous on Fri.• Mass Issue: Enabled you to mass issue an item. You can include quantities that are in transit.

Viewing Item Supply/Demand Information Submitted by Anonymous on Mon. .16:37 Tag:  Inventory / You can view supply/demand information. and the current and projected available quantities of an item. 02/02/2009 .

defined as Current Available plus all future sources of supply and less all future sources of demand . such as the purchase order number or work in process discrete job number.Supply/Demand Type: The supply source or demand source type. Available Quantity: The projected on–hand quantity of the item. Supply quantities are displayed as positive numbers. Sales order. and WIP discrete job. Quantity: The scheduled supply quantity or demand quantity for the item. Purchase order. such as Account number. Demand quantities are displayed as negative numbers. Identifier: The identifier for the supply source or demand source.

14:29 Tag:  Inventory / Calculating the Available to Promise (ATP) is a method of checking the projected supply of an item at a given time.Available to Promise Submitted by Anonymous on Tue. 02/03/2009 . .

17:12 Tag: . The basic formula for ATP is ATP quantity = on-hand quantity + supply . ATP Rule Submitted by Anonymous on Tue.  In oracle inventory you can view the earliest available date for a specific quantity of an item or a group of items and the available quantity of an item for a specific date. 02/03/2009 .demand.  Oracle Inventory lets you define different rules that govern what is considered supply and demand.

Each time you run an ATP check. and supply and demand sources to use during an ATP inquiry. You cannot delete an ATP rule. the rule determines how existing supply and demand are matched. but you can rename or redefine existing rules by updating fields. Inventory / To implement available to promise. ATP computations use the consumption and accumulate available features. If the available supply quantity for the period does not meet the existing demand for that period. ATP Computation Options You can choose a variety of computation options to suit your business needs. and checks if the available supply within each period is sufficient to meet the excess demand. ATP works backward. ATP does not combine the available quantities from multiple periods to meet an existing demand. You can choose one of the ATP rules you define as the default ATP rule for your organization. Accumulation uses excess inventory from a period to determine where new demand can be placed. You can define multiple ATP rules to reflect th e specific needs of your organization. You can choose any combination of the following options: Backward consumption only ATP calculates availability for your item period by period. time fence options. period by period. you begin by defining your ATP rules. Consumption resolves negative ATP after it is already determined that there is not enough available inventory. ATP rules let you tailor the ATP calculation to suit your business needs. Each rule is a combination of ATP computation options. You can update the item attribute ATP Rule to specify a default ATP rule for each item. Backward consumption and accumulate available . and then use different rules to calculate availability for different items or groups of items.

or other demand outstanding with past due dates that you do not plan to fill from existing or planned supply. and determines the quantity available on a period by period basis. the accumulated quantity is available for your demand. When you perform an availability check. Oracle Inventory does not treat excess supply as available supply beyond this accumulation window. ATP steps back period by period to try to satisfy demand. ATP does not include these orders as demand. Forward consumption and backward consumption ATP consumes backwards first. This is particularly useful if you have an item with high turnover and would likely be able to sell it quickly. Time fences help you filter the noise out of the ATP calculation. ATP uses the number of manufacturing workdays you enter for this fence to back off from the current system date and determine the past due time fence. repetitive schedules. jobs. ATP then moves forward into future periods to check on available supply. Oracle Inventory also uses this option in backward consumption calculations. When demand in a period exceeds supply. . ATP Supply Source Options You can choose the supply sources for each ATP rule. You can choose from the following options to determine the infinite supply time fence: • Cumulative manufacturing lead time • Cumulative total lead time • Item total lead time (does not include lead time of components) • User–defined time fence (specify the number of supply days for your rule) Accumulation Window If you choose to accumulate expected surplus in one ATP period to the next. ATP does not include these orders as supply. Your quantity check is done against the results. Infinite Supply Time Fence Use this time fence to specify the end of your ATP horizon. ATP uses the number of manufacturing workdays you enter for this fence to back off from the current system date and determine the past due supply fence. All supply must have a scheduled due date within the ATP rule’s past due supply days window. If the due dates are before the time fence. If the available supply quantity for a period is not enough to meet the period’s demand. If the demand cannot be met. Use this time fence if you have purchase orders. Use this time fence if you have sales orders. jobs. ATP considers any demand that falls beyond this time fence as available. you can limit this accumulation to a specific number of workdays. You can use the accumulation window to prevent the commitment of supply to satisfy demand with requirement dates far into the future. repetitive schedules or other supply orders with past due dates that you do not want to rely on as a source of supply for your ATP calculations. preventing excess supply from a period beyond the accumulation window from covering a shortage in a future period. Use this time fence as the practical lead time you need to acquire components and build any quantity that a customer may order.ATP accumulates the excess supply from period to period. Keep in mind that the ATP rule applies to existing demand and supply. You can implement the following time fence options: Past Due Demand Days ATP does not include any demand orders with a due date before this time fence. Past Due Supply Days ATP does not include any supply orders with a due date before this time fence. this accumulated quantity is dipped into and reduced. If the due dates are before the time fence. The ATP rule you use during the ATP inquiry then determines which sources of supply to include in the ATP calculation. Note that supply that falls on a non–manufacturing workday is considered available on the next manufacturing workday. ATP Time Fence Options You can specify time fences for your ATP rules to restrict the use of both supply and demand. ATP does not try to forward consume or backward consume your ATP check quantity.

Inventory Planning and Replenishment Submitted by Anonymous on Tue. and a replenishment system for generating orders. 02/04/2009 . You then create a requisition to replenish inventory from another organization or a supplier.demand < minimum inventory level The minimum level is a safety stock designed to be on an exception basis to meet demand or inventory while waiting for replenishment. reorder point planning. you should order when: on-hand quantity + supply . kanban replenishment.17:53 . 02/03/2009 .17:43 Tag:  Inventory / Oracle Inventory lets you manage your inventory levels using any combination of the system’s planning and replenishment features. How Much to Order? Typically you should order a quantity that balances the cost of placing an order with the cost of carrying inventory while covering expected demand. Which Planning Methods to use ? • Reorder-point planning (organization) • Min-max planning (organization and subinventory) • Replenishment Counting • Vendor managed • Kanban planning • Material-requirements planning: Master Production Scheduling/Master Demand Scheduling (organization) Item Safety Stocks Submitted by Anonymous on Wed. including min–max planning. Inventory planning involves answering 3 questions: When to Order? Typically.

it is normal to segrate supplies and demands by inventory ownership. This ensures that the safety stock quantity remains in inventory to cover any fluctuations in demand. Safety stock definition in such environments can be project specific. You can enter your own safety stock quantities or let Oracle Inventory calculate them based on an existing forecast for the item. To manually enter a safty stock against an item.Tag:  Inventory / Oracle Inventory uses item safety stocks in the reorder point planning process. In businesses such as aerospace and defense manufacturing. 1. Safety stock is a floor or base level of inventory from which Oracle Inventory performs all planning. . Navigate to Inventory ->Planning -> Safty stock and enter the item and safty stock 2. To have Oracle Inventory calculate safety stock based on an existing forecast for the item: Navigate to the Safety Stock Update window or choose Reload from the Tools menu in the Enter Item Safety Stocks window. the item is planned as if the safety stock quantity for the period is the zero inventory balance of the item. In other words. or construction.

Select the method for loading the safety stock: Mean absolute deviation (MAD): Calculates demand using the mean–absolute deviation method.19:09 Tag: . The formula for safety stock using this method is: MAD is the mean absolute deviation of the historic forecasts from the actual demand. If the forecast has been very accurate in the past. This method compares the forecast to actual demand to determine forecast accuracy and. Order Modifiers Submitted by Anonymous on Tue. if the forecast demand for a particular period is 120 units and you specify a 10% safety stock buffer. This is the desired level of customer service in satisfying the product demand immediately out of inventory. you can use the mean absolute deviation method. Enter a value between 50 and 100 as the service level. A 90% service level means that on average you can fill an order immediately 90% of the time. You must enter the service level percentage and forecast information. Enter the starting date on or after which the existing safety stock quantities are replaced by the results from the safety stock calculation. For instance. enter the safety stock percentage of demand. If you chose User–defined percentage in the Method field. the more safety stock quantity should be carried to provide protection against irregularities or uncertainties in the demand or the supply of an item. This represents the probability that you can fill an order from available inventory. If you chose Mean absolute deviation (MAD) in the Method field. therefore. User–defined percentage: Calculates safety stock based on a user–defined percentage of a demand in specified forecast. The higher this value is. enter a forecast name and safety stock percent. To calculate safety stock as a percentage of forecast demand. the safety stock level is set at 120 * 10% = 12 units. Z is the number from the normal distribution probabilities corresponding to the service level specified by the user. only a small safety stock is required. Oracle Inventory calculates the safety stock quantity for each forecasting time bucket by multiplying the two. how much safety stock is required to prevent stock–outs. If there is sufficient demand and forecast history available. 02/03/2009 . enter the service level percentage.

it modifies it downward to the maximum order quantity. If an order is smaller than the minimum order quantity. if the order is larger than the maximum order quantity. If it is not. For replenishing subinventories. . you can specify attributes that modify your order quantities. An order must be a multiple of the fixed lot size multiplier. You can use them to model supplier constraints that restrict the size of an order or mandate a specific lot size. Likewise. these same order modifiers can be set by item at the subinventory level. Inventory modifies the order upward to the minimum order quantity. it is revised upward so that the order is such a multiple. You can specify minimum and maximum order quantities and fixed lot size modifiers. Inventory / When you define an item or an item–subinventory relationship.

Kanban Replenishment Submitted by Anonymous on Thu. Kanbans represent replenishment signals that are usually manual and highly visible. a light that goes on when replenishment is required. to trigger replenishment signals. Inter Org Creates internal requisitions Intra Org Triggers material movement from a subinventory in the same organization Production Creates or releases a production job (discrete job. or an empty bin that is moved to the supply location to trigger replenishment. such as a color–coded card that moves with the material. 02/05/2009 . The four types of kanbans available in the system trigger transactions that pull material from different replenishment sources. or flow schedule) Supplier Creates a purchase requisition . Kanban systems are typically applied to items that have relatively constant demand and medium–to–high production volume. such as bar code readers. The system includes an API that can be called by external systems. repetitive schedule. A Kanban system is a self– regulating pull system that leads to shorter lead times and reduced inventory.19:58 Tag:  Inventory / Kanban is a means of supporting pull–based replenishment in manufacturing systems. Kanbans can be replenished from an external supplier or an internal organization.

The emphasis here is that Kanban is not a system where everything is put on schedule. Material Requirement Planning or Manufacturing Resource Planning (MRP) modules are typical “push” systems. Some may say that Kanban is more of a visual scheduling system. . are used primarily to manage sudden spikes in demand. A simple production instruction (shikake) indicating what. kanban is simply described as a system for “pull” production control. called non–replenishable kanbans. and where materials are coming from or going to. where and when it is needed. One–time signals. it must be made clear that Kanban is a production control system intended to enable the process owner to easily view production requirements and ensure that parts or supplies are ordered/procured only if necessary. When we talk of “pull”. and 2. “Push” is thereby releasing materials into production as customers’ orders are processed and the materials become available. and ban which means “signal”. it is more of a control measure to release materials into production “only when they are needed. Coined from the Japanese word kan which means “card”. The other form is for parts withdrawal (hikitori) or an illustrated piece to visually communicate materials that have been consumed and their quantities that need to be replaced by upstream processes.” On the other hand.Kanbans are generally replenishable and cycle through the system from full to empty. remaining active until they are withdrawn. Kanban is generally used in two instructional forms: 1. the “push” system is a transposition of the “pull’ production system.

and item levels. you must define a pull sequence. or an external source.20:55 Tag:  Inventory / SOURCE TAB For every kanban planned item.The purpose of Kanban is. which is a series of kanban locations that model the replenishment network on the shop floor. a production line. A kanban location can be a subinventory or an inventory locator. A Supplier Source Type kanban triggers a purchase request to the supplier. while an inter-org. The replenishment source for a kanban location can be another kanban location. Defining Pull Sequences Submitted by Anonymous on Thu. Kanbans can be sourced from an external supplier or an internal organization. You can use locators even if locator control is turned off at the organization. Source Type kanban results in an interorganization transfer. subinventory. to automate the inventory controls without the need of analysis or planning. 02/05/2009 . therefore. KANBAN TAB .

but you will use a manual system to execute the kanbans. You will be able to calculate kanban sizes but will not be able to generate and print kanban cards or execute the replenishment cycle. It is used when calculating kanban size or during the kanban execution process to aggregate kanbans smaller than the minimum order quantity. Kanban size and do not calculate. This field defaults from the Item Master window but can also be overridden. which picks up the pull sequences and generates non–replenishable kanban cards for the pull sequences Caluclate Specify what you want the kanban system to calculate. The product of kanban size and number of kanban cards (or containers) will satisfy the demand at capacity for the planning horizon. . the program will assume replenishment is one day when calculating kanban sizes. it can either be Number of cards. Each kanban container has one kanban card. For example. If you leave the field blank. See next chapter for details Kanban Size and Number of Kanban Cards You will choose what you want the program to calculate: kanban size or kanban cards. Replenishment Lead Time The Replenishment Lead Time must be expressed in days. so the number of kanban cards is the same as the number of kanbans for each item. This is how long it will take to physically replenish the kanban. Auto Request Select the Auto–Request check box enable auto requests for the pull sequence. Kanban size refers to the number of items in each kanban container.Planning Only Choose Planning Only if you want the program to perform the kanban calculations for you. if you enter two days. This calls the Auto Replenishment for manufacturing concurrent request. Enter Minimum Order Quantity (Optional) Minimum Order Quantity represents the minimum number of units per kanban container. the Kanban Planner will size the kanban to two times the average daily demand.

This allows you to add lead time on the pull sequence of the production item for transportation. By default. if you leave this field blank. average daily demand for the kanban item.” Supplier and inter–org kanbans use the replenishment lead time to calculate the size of the kanban and to schedule the ”need date” for the purchase requisition. 03/27/2009 . the kanban planner would size the kanban for 1000 feet (500 + 500). Safety Stock Days (Optional) Safety Stock Days is the number of days demand that will be added to the kanban for safety stock. However. the standard calculation is: (C – 1) * S = D * A * (L + SSD) where: • C is the number of kanban cards • S is the kanban size • D is the average daily demand • A is the allocation percent • L is the lead time (in days) to replenish one kanban • SSD is the Safety Stock Days In addition to this basic formula.) Allocation Percent (Optional) The allocation percent represents the percent of independent demand for the kanban item that is to be supplied from this pull sequence. then a multiplier of 500 would result in bin sizes of multiples of 500 feet. or desired ”queue time. If demand called for 510 feet. if the supplier sells wire in a roll of 500 feet. The kanban planning software takes care of this calculation provided you enter correct values for kanban size. in the following order: . it will size in multiples of this quantity. it takes into account the values for the following order modifiers (specified in the pull sequence). Kanban Calculation Formula Submitted by Anonymous on Fri. and the lead time to replenish one kanban.10:33 Tag:  Inventory / One of the most important tasks of a kanban planning system is determining the optimal number of kanban cards. the program will use one day to size the kanban and will use the lead time defined in the Item Master window for the ”need date” on the requisition. Lot Multiplier (Optional) When kanban planning sizes the containers at the location. when the calculation program calculates kanban size. Kanban planning sizes kanbans to the average daily demand of the forecasted period. (Need date = sysdate + pre–processing + processing + post processing time if the replenishment lead time on the pull sequence is left blank.Additional Information: Production kanbans use the replenishment lead time to calculate the size of the kanban but use the Lead Times on the Item Master window to determine when to schedule jobs created by replenishing the production kanban. For example.

it identifies every BOM in which the item appears so that it can explode the demand from the assemblies down to the kanban item.  Using the MDS. so you enter values for C and L. If a Lot Multiplier of 15 is specified.  It finds location information for each kanban item. using the parameters you enter when you launch a kanban calculation. MPS. You want the formula to calculate the kanban size (S). suppose that from the forecast you specified in Kanban Names. Actual Production. or forecast you specify in the Kanban Names window – it identifies all the demand entries for each kanban item for which the demand is independent. the program finds independent demand for 600 of kanban item A. suppose you’ve specified the Minimum Order Quantity for a particular item to be 50. the program does not use order modifiers. the kanban size is rounded to 60 in oder to meeth both the Minimum Order Quantity and Lot Multiplier order modifiers. the actual kanban size will be 50 because of the Minimum Order Quantity.  For each kanban item. Minimum Order Quantity  Lot Multiplier For example. . How the Program Determines Average Daily Demand The program calculates the average daily demand by following these steps:  It identifies all the kanban items that you want to include in your kanban calculation. Even though strictly based on the values you enter for C and L the formula should yield 40. For example. If you specify the kanban size and want the program to calculate the number of kanban cards. Note: The program uses order modifiers only when calculating the kanban size.

if the allocation percentage for item A at location L1 is 20%. It uses the Allocation Percentage specified in the pull sequence for each kanban item to determine how to distribute demand for the item among its different locations. the new demand for R is 320 (because 400 multiplied by 80% is 320). if the number of workdays on the planning horizon is 20. 20% of 600) at location L1.we do that by specifying the kanban name in work bench as shown in above screenshot. if the reverse cumulative yield for K is 10%. Actual Production. the new demand for R is 400 (because 40 divided by 10% is 400). Using the Kanban Calculation Program Calculating the kanban size or the number of kanban cards involves two steps: 1. The program divides the demand for the child item by that item’s component yield to determine the actual demand for the child item. the new demand for R is 40 (because 20 divided by 50% is 40). For example. if the component yield for item R is 50%. . if there are 2 of kanban item R per one assembly of item K. For example. The program further divides the demand for the child item by the Reverse Cumulative Yield (specified in the operation sequence of the flow routing for the parent item) to determine the actual demand for the child item. the program sums up the demand entries that fall within the kanban planning horizon for each kanban item at each location and divides the demand for each item at each location by the number of workdays. For example. – Reverse Cumulative Yield. if the net planning percentage for K is 80%. then the average daily demand for item A at location L1 is 6 (because the total demand for item A at location L1 for the planning horizon is 120). or forecast you specify in the Kanban Names window – it calculates demand for each kanban item for which demand is dependent on the demand for other items. then the program places demand of 120 (that is. It does so by using the following information: – Quantity per Assembly. For example.  Using the MDS. then the demand for R is 20. – Net Planning Percentage. See and . and the demand for K is 10. For example. – Component Yield.  Finally. For example. 2. The program then multiplies the demand for the child item by the Net Planning Percentage (specified in the operation sequence of the flow routing for the parent item) to determine the actual demand for the child item. The program prorates the demand from periodic forecasts for those days between the Demand window specified for the calculation program. MPS. telling the application what demand information to use . submitting a request for the calculation program.

including kanban size. You can also re–launch the kanban calculation program to see the effects of changing one or more variables. You can compare plans and update parts of your production plan with your kanban simulation plan. . number of kanban cards. and source types.Viewing and Updating Kanban Calculations You can view the recommended kanban size for each item at each location.

You can also automatically generate kanban cards with the Generate Kanban Cards process. and update kanban cards.Defining/Generating/Printing Kanban Cards Submitted by Anonymous on Thu.22:10 Tag:  Inventory / Defining Kanban Cards Use the Kanban Cards Summary window to view. . 02/05/2009 . define.

Generating Kanban Cards Use the Generate Kanban Cards process to automatically generate kanban cards. . You can generate cards for individual pull sequences in the Pull Sequences Summary and Pull Sequences windows.

You can print cards individually in the Kanban Cards window. Master Item: MPS/MRP Planning Submitted by Anonymous on Thu. ❑ Lot based jobs.20:30 Tag:  Inventory / Inventory: (N) Items—>Master Item To define a kanban planned item. • The primary routing for the kanban Item is network routing. you must set the Release Time Fence attribute in the MPS/MRP Planning attribute group to Kanban Item (Do Not Release). Only kanban planned items can be used in defining a pull sequence. Replenishing Kanban Cards When a kanban is empty. This will change the card status to empty and will trigger the necessary transactions to refill the kanban. Prerequisites ❑ Generate kanban cards. 02/05/2009 . • The item is lot controlled.Printing Kanban Cards Use the Print Kanban Cards process to batch print kanban cards with card status Active and Hold. with card status as Active and supply status as Full. To replenish lot based jobs you must complete the following prerequisites: • The supply type for the Kanban pull sequence equals production. you can replenish it systematically. .

All cards are generated with a status of New. the internal requisition has been approved. Full. You can switch this status to Empty to trigger a kanban replenishment signal. Full The kanban has been replenished. For manually defined cards. When you define a card manually. They are uniquely identified by a kanban number. you can switch the status to Full if you are starting out with a full bin. you can temporarily pull a card out of the replenishment chain by changing the Card Status to Hold. both replenishable and non–replenishable. or New. For the Inter Org source type. you can enter an unused kanban number or let the system create the number. and locator (optional). 02/05/2009 .Process flow and Kanban Card status Submitted by Anonymous on Thu. Supply Status All the following Supply Status codes can be set either manually or automatically. When you are defining a card manually. subinventory. You can later change the status back to Active. Card Status Kanban cards are generated with a default Card Status of Active. Wait The kanban is waiting until the minimum order quantity has been met by the aggregation of cards. You can terminate use of a card by changing the Card Status to Canceled. the purchase order has been approved. In–Process For the Supplier source type. you can initially give it either Active or Hold status. but you cannot reverse this change. Only Canceled cards can be deleted.21:34 Tag:  Inventory / Kanban cards are created for an item. New The kanban has just been created and is not yet part of the replenishment chain. the number is automatically generated. During initial setup. For cards generated from a kanban pull sequence. If the Supply Status is Full. . you can create a card with a status of Empty. Empty The kanban is empty and a replenishment signal has been generated (available only for Inter Org and Supplier source types).

Oracle Inventory suggests a new purchase requisition. With min–max planning. or job to bring the balance back up to the maximum. internal requisition.Min–Max Planning Submitted by Anonymous on Fri. When the inventory level for an item (on–hand quantities plus quantities on order) drops below the minimum. 02/06/2009 . you specify minimum and maximum inventory levels for your items. Oracle Inventory performs min–max planning for your items at either the organization level or the sub inventory level.17:11 Tag:  Inventory / You can use min–max planning to maintain inventory levels for all of your items or selected items. . Sub inventory level planning cannot generate jobs and does not consider WIP jobs as supply or WIP components as demand. move order.

choose the sorting criterion for the report. Oracle Inventory creates purchase requisitions for Buy items when the item attribute Replenishment Source Type is set to Supplier. Oracle Inventory creates internal requisitions for internal sales orders for Buy items when the item . and choose whether to create internal requisitions. 2. you can have Oracle Inventory create requisitions for buy items and unreleased jobs for make items by answering Yes to Restock. When you run the Min–Max Planning report. The INV:Minmax Reorder Approval profile option governs the approval status of internal requisitions created by the Min–Max Planning Report. (Move Orders are automatically approved. You must also specify a location to serve as the default deliver to location on the requisitions.Requesting the Min–Max Planning Report To request a min–max planning report you define parameters for min–max planning calculation.) 1.

or item levels. 02/04/2009 . ii) Source in a subinventory. For internal requisitions. Oracle Inventory can automatically generate requisitions to inform your purchasing department that a replenishment order is required to supply your organization. Oracle Inventory uses the item attribute Source Organization to determine the organization from which the internal requisition sources the item. subinventory. 3. The suggested order quantity is an economic order quantity that minimizes the total cost of ordering and carrying inventory. Oracle Inventory uses the information from the lowest level to determine the source from which to requisition the item. The ascending hierarchy is: i) Item in a subinventory. Reorder point planning suggests a new order for an item when the available quantity—on–hand quantity plus planned receipts—drops below the item’s safety stock level plus forecast demand for the item during its replenishment lead time. iv) Source in an organization.16:56 Tag:  Inventory / Reorder point planning uses demand forecasts to decide when to order a new quantity to avoid dipping into safety stock. You can define a default item source at the organization. Reorder Point Planning Submitted by Anonymous on Wed. .attribute Replenishment Source Type is set to Inventory. iii) Item in an organization.

When the sum of onhad and planned receipts reaches the point A( i. Reorder-point planning uses the following pieces of information: • Available Quantity • Reorder point • Safety stock • Item demand • Replenishment lead time • EOQ • Order cost • Carrying cost Available Quantity Its the sum of = Inventory On hand + Quantity on order Quantity on Order: The sum of purchase order. You can enter your own safety stock quantities. Reorder point Timing of Reorders Reorder when the following is true: (quantity on hand + quantity on order) < reorder point where reorder point = safety stock + [(lead time) * (average demand during lead time)] Safety Stock Safety stock for an item is the quantity of an item that you plan to have in inventory to protect against fluctuations in demand and supply. at the time (Point B) we receives the material in inventory the total onhand would be at safety stock and after receipt the total onhand would increase by reorder quantity(EOQ) to C. or Oracle Inventory can calculate safety stock based on an existing forecast for the item. and intransit quantities owned by the organization. . requisition (internal and supplier). Quantity on order represents supplies that you have not received in your organization. the reorder point) the system suggests that we should create a requisition (or the system can automatically create) of the value of reorder quantity. So.e.

On a normal circumstance its a summation of all the forecats. Oracle uses forecast information to calculate average demand. .Item Demand The reorder point planning routine uses the average demand during the replenishment lead time. You can enter three components of order-processing lead times: • Preprocessing lead time • Processing lead time • Postprocessing lead time Oracle Inventory calculates reorder point planning lead time by adding all three components of processing lead time. Replenishment Lead Time Replenishment lead time is the total time between recognizing the need for items and the receipt of items.

EOQ also increases when the cost of preparing an order increases. You can constrain the reorder quantity by specifying the following information for each item: • Fixed-lot multiplier • Minimum order quantity • Maximum order quantity Order cost The cost associated in ordering the item. On the other hand. The EOQ increases as demand increases. . EOQ = SQRT {[2 * (annual demand) * (order cost)]/(carrying cost percent *unit cost)} Annual carrying cost = carrying cost percent*unit cost Oracle Inventory calculates annual demand information from the forecast that you provide when you perform reorder point planning. This is to avoid making too many orders and thus incurring this cost more often than necessary. the smaller the EOQ since it costs more to carry the excess inventory. since the cost of carrying a larger order is smaller because the inventory is not carried as long.EOQ/Reorder Quantity Reorder quantity = Economic Order Quantity (EOQ) The economic order quantity is the quantity that minimizes the total cost of ordering and storing inventory. Carrying cost The cost associated in carrying the item in inventory. the more it costs to carry inventory.

 Update item assignments.  Purge ABC information.ABC Analysis and Cycle Count Submitted by Anonymous on Tue. Steps Involved in ABC Analysis  Define ABC classes. . items of lower value less frequently. where ”A” items are ranked higher than ”B” items.  Define Assignment groups. You can optionally use the ABC analyses you compile to drive your cycle counts. and items of lowest value very infrequently. ”ABC” refers to the rankings you assign your items as a result of this analysis.  Assign items to ABC classes within a group. and so on.11:15 Tag:  Inventory / An ABC analysis determines the relative value of a group of inventory items based on a user–specified valuation criterion.  Define and run an ABC compilation. where you might count items of high value (A items) very frequently. 12/29/2009 .

Purge Cycle Count ABC Analysis Submitted by Anonymous on Tue. You can add to the list of classes you have already defined.1 Count Requests Count Requests for Items with Zero Count Generating Cycle Count Requests Requesting the Cycle Count List 4. maintaining high service levels. or you can use both techniques side– by–side to verify inventory quantities and values. 12/29/2009 . Attention: You must assign an ABC class to at least one ABC group. When you use ABC classes in this way. Low. Accurate system on–hand quantities are essential for managing supply and demand. Cycle Count Items & Defining Cycle Count Items 3. For example. and those of lowest rank to the Low class. and planning production. Medium. those of lower rank to the Medium class.  You can also use ABC classes to group items for planning purposes. and the following chapters discuss the steps involved. Overview of Cycle Counting & Serialized Cycle Counting 1. the Planning Detail Report allows you to choose an ABC class to report on.Cycle counting is the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. For example.11:27 Tag:  Inventory / Defining ABC Classes You use ABC classes to identify the value groupings to which your items belong. you might define classes High.  You can use ABC classes to group items for a cycle count where you count “A” items more frequently than “B” items.3 Approval Options and Tolerances Count Adjustments and Approvals Approving Cycle Count Adjustments 5. You can perform cycle counting instead of taking complete physical inventories. and later assign your items of highest rank to the High class. You define these classes using your own terminology.2 Entering Cycle Counts 4. Inventory supports serialized cycle counting. Cycle Count Scheduling Generating Automatic Schedules Entering Manual Schedule Requests 4. Defining and Maintaining a Cycle Count 2. you perform an ABC analysis and assign items to classes based on the results of that analysis. To define an ABC class: .

As of this date. the scope of your analysis.1. To delete an ABC class: You can delete a class if it is not in use in a cycle count or ABC assignment group. Enter a date on which the class becomes inactive.12:13 Tag:  Inventory / You can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization. Navigate to the ABC Classes window 2. based on your compilation criterion. You choose the compilation criterion. You use this name to identify any activity pertaining to this ABC analysis. the cost type to use in determining item values. 2. you can no longer assign the ABC class to an ABC group. Enter a unique name for the class. identified by the ABC compile name. Defining and Running an ABC Compile Submitted by Anonymous on Tue. 3. . and any additional information that may be conditionally necessary. 12/29/2009 . The combination of all these parameters constitutes an ABC compile header. To make an ABC class inactive: 1. Save your work.

You can select a value here only if you selected Current on–hand quantity. The Define ABC Compile window appears. You can. use non–asset (expense) subinventories for which you track quantities. 3. Oracle Inventory includes all items for which you have defined an item/subinventory relationship. even those with zero cost or zero quantity. Oracle Inventory uses the compile criterion to value the items you include in your ABC compile. If you use a particular subinventory. or MRP demand usage value in the Criterion field. If you use the entire organization. Select the compile criterion or method of ranking items in the ABC compile. Oracle Inventory ranks all the items in your ABC compile. If you are compiling by quantity criterion. Select the valuation scope for determining the ranking of items.2 Enter a cost type. the cost type is used for reporting purposes only.To define an ABC compile: Navigate to the ABC Compiles folder window and choose New. 1. Determine the scope of the analysis by selecting the content level for items to include in the compile. 4. MRP demand usage quantity. 2. Oracle Inventory includes all items defined for your current organization in the ABC compile. however. After determining each item’s compile value. select Organization. Current on–hand value. Ranking must be done at the Organization level if you did not select a subinventory in the Content Scope field. Forecasted usage quantity. . Enter a unique name for the ABC compile. If you only want to include items in a subinventory but you want the ranking to be done based on the organization wide ranking. 4. Attention: You cannot compile an ABC analysis for a subinventory that is defined as a non–quantity tracked subinventory. Forecasted usage value. 4.3 Select an MRP forecast name: You can select a value here only if you selected Forecasted usage quantity or Forecasted usage value in the Criterion field.

Navigate to either the ABC Compiles window or the Define ABC Compile window. Choose View Compile from the Tools menu. 4. 4.4 Select an MRP plan name :You can enter a value here only if you enter MRP demand usage quantity or MRP demand usage value in the Criterion field.6 Enter an end (to) date : You must enter a value in this field if you choose an option other than Current on–hand quantity or Current on–hand value in the Criterion field To view ABC Compile results: 1.5 Enter a start (from) date: You must enter a value in this field if you choose an option other than Current on–hand quantity or Current on–hand value in the Criterion field. The ABC Compile Items window appears. To print the ABC Descending Value Report: .4. 2.

Define Assignment groups Submitted by Anonymous on Tue. . B. Oracle Inventory uses the compile criterion to value the items you include in your ABC compile.1. You define a second ABC group. associating the BC compile for the second subinventory with all five classes defined for your organization. A. 2. D. B. B. Navigate to either the ABC Compiles window or the Define ABC Compile window. you might have five classes. C. There are five distinct value groupings of items. C. 12/29/2009 . A. D. and E. Choose Print Compile from the Tools menu. and E. For example. associating the ABC compile for the first subinventory with the classes A. After determining each item’s value. You need only three classes in which to divide your items. You define an ABC group. The first subinventory is rather small. The second subinventory for which you compile an ABC analysis is much larger. You can use this report as a guide in assigning your items to ABC classes. Oracle Inventory ranks all the items in your ABC compile in descending order to produce the ABC Descending Value Report.13:02 Tag:  Inventory / ABC assignment groups link a particular ABC compile with a valid set of ABC classes. This allows you to selectively reduce or increase the number of ABC classes you want to use in your item assignments for a particular ABC compile. and C. defined for your organization where you perform your ABC analysis by subinventory.

the ”B” class a sequence number of ”2”. This allows you to assign items to different ABC classes in different groups. (Sequence numbers ”10”. you cannot delete a class. You must also assign a sequence number to each class associated with the ABC group. suppose you define ABC groups “Cycle Counting” and “Planning”. This allows you to prioritize items differently for cycle counting and planning. It ensures that you divide your items into the exact number of groupings you specified in the ABC group. If you need to delete a class. the first grouping of items in the descending value list are assigned to class ”A”. and ”C” classes in the example above. Assign items to ABC classes within a group. You may update an assignment group to add new classes. You assign items to ABC classes within a particular group. and ”30” would give the same result. and the last to ”C”. However. ”20”. you must create a new assignment group with only the desired classes. Using the ”A”. ABC assignment groups associate ABC classes with an ABC compile. and the ”C” class a sequence number of ”3”. For example.) When you later assign your items to ABC classes. 12/29/2009 . The class with the lowest sequence number is assumed to have the highest rank and will have higher rank items assigned to that class than the next higher sequence number.Oracle Inventory uses these groups when you automatically assign your items to ABC classes. You can then assign an item to a different ABC class in each group.13:14 Tag:  Inventory / . you might assign the ”A” class a sequence number of ”1”. Submitted by Anonymous on Tue. ”B”. You can assign different ABC classes to these two groups. the next to ”B”.

. Specify the cutoff point for each ABC class.You can assign and update ABC classes to an ABC assignment group where an ABC compile was also entered. Enter the ABC group for which to assign items to classes. You can use any of the following fields to determine the cutoff points: Seq: You can enter the sequence number from the ABC Descending Value Report for the last item to be included in each ABC class. Oracle Inventory automatically calculates this value if you choose to assign classes by another method. or navigate to the ABC Assignment Groups window and choose the Assign Items button. This maximum value is restricted to the total inventory value compiled and is displayed in the Total Compile Value field. and Total Compile Value fields display information for the compile used by the ABC Group. Inventory Value: You can enter the cumulative value from the ABC Descending Value Report for the last item to include in each ABC class. 2. Oracle Inventory automatically calculates this value if you choose to assign classes by another method. Number of Items. To define ABC assignments: 1. Oracle Inventory displays the last sequence number as the default for the last class. Subinventory. % Value: You can enter the percent of total compile value from the ABC Descending Value Report to include in each class. You can then use the classifications for other purposes such as determining how often you cycle count a given item. If you navigate from the ABC Assignment Groups window this field is already entered The Compile Name. From the ABC Descending Value Report you determine the cutoff points for assigning ABC classes. 3. Oracle Inventory automatically calculates the maximum value. Each ABC class must have at least one item assigned to it. Oracle Inventory automatically calculates this value if you choose to assign classes by another method. and all items in the ABC compile must be assigned to an ABC class. % Items: You can enter the percent of number of items compiled from the ABC Descending Value Report to include in each class. Oracle Inventory displays the total inventory value as the default for the last class. Navigate to the Assign ABC Items window.

However. This allows you to expand the scope of your existing ABC compiles without having to rerun any processes. you may only assign items using the sequence number or item percent. % Item. Updating ABC Item Assignments Submitted by Anonymous on Tue. if the value entered does not exactly match any item. assume you compiled your ABC analysis based on historical usage value. and % Value fields. this item was assigned to a class of low rank. you lose any changes you might have made to your item assignments. if you start stocking a new item in your inventory. 4. this item will have a high usage value and should really be classified as a high rank item. Oracle Inventory chooses the first item with a value greater than the value entered. you would have to start all over by recompiling your ABC analysis and reassigning your items to . after the assignment process. For example. you know that in the future. You can also update an ABC group to include those items that were not a part of the initial ABC compile. Choose the Assign button to launch the concurrent request to assign the items to the classes in the ABC group.13:33 Tag:  Inventory / If you are not satisfied with the class into which an item falls as a result of the automatic ABC assignment process. For example. All items are reclassified based on their new ranks in the ABC Descending Value Report and the method you choose to determine cutoff points. you can make it a part of your existing ABC groupings through the update process. If any item with zero value is in a class other than the last class. Otherwise. You use the Update ABC Assignments form to reclassify this item to now be a high rank item. you can change it. You have a relatively new item in your inventory that was ranked toward the bottom of your ABC Descending Value Report since it has very little transaction history on record. Therefore. Attention: Whenever you recompile an ABC analysis or change the method by which you assign your ABC classifications.Attention: It is possible to have several items in the ABC compile with zero value. For the Inventory Value. 12/29/2009 .

as well as the ABC group itself.ABC classes. 12/29/2009 . You can purge an ABC compile if no ABC groups are using it. Purging ABC Information Submitted by Anonymous on Tue. you also run the risk of losing any changes you might have made to your item assignments. as well as the ABC compile itself. and planning production. 12/29/2009 . Purging an ABC compile deletes all item values and rankings for the ABC compile you specify. .18:57 Tag:  Inventory / Cycle counting is the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. maintaining high service levels. Accurate system on–hand quantities are essential for managing supply and demand.14:56 Tag:  Inventory / You can submit a request to purge either ABC assignment group or ABC compile information. With the whole process starting from the very beginning. Purging an ABC group deletes all item assignments to ABC classes for the assignment group you specify. Cycle Counting Submitted by Anonymous on Tue.

. Defining and Maintaining a Cycle Count A combination of parameters constitutes a cycle count header. You use this name to identify any activity pertaining to this cycle count. You can define and maintain an unlimited number of cycle counts in Oracle Inventory. you must compile an ABC analysis and assign your compiled items’ ABC classes. you can define separate cycle counts representing different sets of subinventories in your warehouse. 1. identified by the cycle count name. 3. 2.You can perform cycle counting instead of taking complete physical inventories. To define a new cycle count: Navigate to the Cycle Count Summary folder window by selecting Cycle Counts on the menu and choose New to open the Cycle Counts window. Inventory uses this calendar to determine the days on which to automatically schedule cycle counts. ❑ When determining cycle count classes based on ABC analysis. or you can use both techniques side– by–side to verify inventory quantities and values. Enter the workday calendar to use for this cycle count. Inventory supports serialized cycle counting. Enter a unique name for the cycle count. you cannot generate schedules or perform any counting activities for this cycle count. 4. As of this date. and the following modules discuss the steps involved. ❑ Define your workday calendar. Enter the Count Controls:  Optionally. Prerequisites ❑ Define ABC classes. Enter the general ledger account to charge for cycle count adjustments. enter the date on which the cycle count becomes inactive. For example.

. 12/29/2009 . Once this number is reached the adjustment must be approved or rejected.19:31 Tag:  Inventory / Four options set in this window govern the handling of serial controlled items: Count  Not Allowed: Serialized items are excluded from the cycle count. 5. navigate to the Maximum field and enter the maximum number of times Inventory can generate an automatic recount request. 6. If you turn this option on. Determine the subinventories to include in the cycle count.  Enter the sequence number to use as the starting number in the next count request generator. you can navigate to the Subinventory region and select the subinventories to include in the cycle count. before a scheduled count becomes a late count. Serial number control and Autoschedule Submitted by Anonymous on Tue. Enter the number of workdays that can pass after the date the count request was generated.  Determine whether you can enter counts for items not scheduled to be counted (Unscheduled Entries).  Determine whether to display system on–hand quantities during count entry. The count sequence number uniquely identifies a particular count and is used in ordering the cycle count listing. If you choose Specific subinventories. Determine whether Inventory automatically assigns a status of Recount to out–of–tolerance counts and includes them in the next cycle count listing.

On the other hand. as long as serial uniqueness constraints are not violated. Discrepancy  Allow Discrepancies: When a count includes a serial number already assigned to the same item elsewhere in the system. an adjustment is created if it would be within tolerances. Inventory schedules a week’s worth of counts each time the automatic scheduler executes. No adjustment is ever allowed for counts including serial numbers already assigned to another item. Inventory schedules only that one day’s counts. the count is marked as completed.  Quantity Only: Serial number entry is required if the count quantity does not match the system quantity. If you do not enter serial numbers. If you do enter serial numbers. if you choose days. and no adjustments are performed. Last Date: Inventory displays the last date this cycle count was automatically scheduled. just like a non– serialized item. enter the following information: Frequency: Indicate whether to schedule cycle counts Daily. or By period. Adjustment  Review All Adjustments: No automatic adjustments are attempted.  Multiple Per Request: Serial numbers for the same item/location are grouped in one count request. Inventory uses this information. You can enter a later date in this field if you want to override the automatic schedule and skip one or more intervals. Serialized items that require adjustment must go to an approver for review.  Adjust if Possible: If a discrepancy exists between the count quantity and system quantity or if the entered serial numbers do not correspond to the serial numbers already in the specified location. the date you enter must be the first workday of the period for which you want to generate schedule requests. Schedule Interval Example If you choose weeks as your schedule interval. along with the count frequency of each cycle count class. Automatic Scheduling If you turn automatic scheduling on. . One Per Request: A separate count request is generated for each serial number. If your schedule interval is Weekly or By period. If the adjustment quantity or value for a serialized item falls outside the specified tolerances. Serial number entry is optional if the count quantity matches the system quantity. both quantity and serial numbers are validated when determining whether adjustments are required. You then have that week to complete all these counts. then the system will attempt to make adjustments if the adjustment variance and value are within tolerances. Next Date: Inventory displays the first workday for the next schedule interval when this cycle count is scheduled. Weekly. These adjustments consist of receipts and issues of the appropriate serial numbers to and from the specified location and are applicable only to instances in which new serial numbers or shipped serial numbers are counted.  Do Not Allow Discrepancies: Adjustments are not made for items not found in the specified location. The value you enter here dictates the window of time within which you can enter counts against a schedule bucket. the item is sent for recount or approval. when performing automatic cycle count scheduling. Detail  Quantity and Serial Numbers: Serial number and quantity are required and are validated when entering counts. regardless of whether the serial numbers match. and you need to complete those counts on that given day.

12/29/2009 .  Qty Variance: Enter the percentage variances of count quantity to on–hand quantity beyond which adjustments are held for approval.Count items with an on–hand quantity of zero: Optionally. If you choose to require approval for adjustments If out of tolerance. You must approve such adjustments before posting. before Inventory can post any of them. regardless of tolerance levels.  2.  If out of tolerance: Inventory does not automatically post adjustment transactions for counts outside a specified approval tolerance.  Always: You must approve all cycle count adjustments. determine whether to automatically generate requests to count items with an on–hand quantity of zero. Adjustments and ABC information Submitted by Anonymous on Tue.19:46 Tag:  Inventory / 1.  Adjustment Value: Enter the adjustment values beyond which adjustments are held for approval. enter positive and negative tolerances. Determine when approval is required for adjustments:  Never: Inventory automatically posts adjustment transactions where entered counts differ from system balances. .

You can also enter approval and hit/miss tolerances for your cycle count classes. Optionally.19:53 Tag:  Inventory / You can enter ABC classes to include in your cycle count. If an item’s ABC class assignment in the ABC group you specified is different from the cycle count class this item is assigned. Option: Choose one of the following options: – None: Do not change to the list of cycle count items. enter ABC initialization or update information: Group: Enter the ABC group name on which to base the cycle count item initialization or update. – (Re)initialize: Use the ABC group you specified to load all items and their ABC assignments into the list of items to include in your cycle count. Hit/Miss Analysis: Enter the percentage variances of count quantity to on–hand quantity beyond which Inventory considers a count entry a miss for hit/miss reporting. – Update: Use the ABC group you specified to insert new cycle count items. – Indicate whether to delete unused item assignments that are no longer referenced in the specified ABC group. If you chose the update option: – Indicate whether to update classes. To define cycle count classes Navigate to the Cycle Count Summary folder window. 12/29/2009 . Inventory updates the cycle count class for the item with the ABC assignment in the specified ABC group. 3. If you already had items defined for your cycle count. . Defining Cycle Count Classes Submitted by Anonymous on Tue. this action deletes existing information and reloads the items from the ABC group.

20:01 Tag:  Inventory / You need to load items into your cycle count before you can schedule or count them.  Quantity %: Enter the percentage variances of count quantity to on–hand quantity beyond which adjustments are held for approval. Enter the number of times per year you want to count each item in this class. Enter the name of the ABC class to use to define your cycle count classes. Cycle Count Items Submitted by Anonymous on Tue.  Adjustment Value: Enter the adjustment values beyond which adjustments are held for approval. The Cycle Count Classes window appears. 3. if the counts per year for a class is 10 and the class has 100 items. In the Cycle Counts window choose Classes.That is. Oracle Inventory . enter positive and negative tolerances.  Hit/Miss %: Enter the percentage variances of count quantity to on–hand quantity beyond which Inventory considers a count entry a miss for hit/miss reporting. There are two methods you can use to do this. The counts per year for a class ensures that all items in that class are scheduled at least that many items in a year. then each of the 100 items in the class are scheduled at least 10 times. 4. Inventory uses the values you entered in the Cycle Counts window. 12/29/2009 . not recounts. Optionally. If you do not enter tolerances.1. Select a cycle count and choose Open. The first is to specify an existing ABC group from which to load your items. 2. 5. Note that the hit/miss percentage is based on the first count of an item.

When you generate automatic schedules you can indicate whether to include items in your control group as a control measure. 12/30/2009 . Using the Cycle Counts window. To generate automatic schedules: . So if your schedule interval is weeks. or to simply add items as they are defined in the system rather than recompiling your ABC group and doing a complete reinitialization of your cycle count items. The second method of maintaining the cycle count item list is to manually enter. or update the items you want included/excluded using the Cycle Count Items window. Each time the auto scheduler runs. You can then change the classifications of your items for your cycle count independent of the ABC classes.  Enable automatic scheduling when you define your cycle count. You can also choose to have any items that are no longer in the ABC group automatically deleted from the cycle count list. and the workday calendar of your organization to determine how many and which items you need to count during the scheduling frequency. you can periodically refresh the item list with new or reclassified items from a regenerated ABC group. Inventory schedules all items that need to be counted on all of the workdays in the current week.automatically includes all items in the ABC group you choose in your cycle count. Schedule Cycle Count Submitted by Anonymous on Wed. Any new items are added. Once you have generated your list of items to count from an ABC group. you can choose whether to automatically update class information for existing items in the cycle count based on the new ABC assignments.11:18 Tag:  Inventory / Automatic Scheduling Oracle Inventory uses the number of items in each cycle count class.  Request the schedule using the Generate Automatic Schedule Requests window. delete. Defining Control Group Items When you choose the items to include in your cycle count. then Inventory only schedules those items that are due for counting on the current date. Inventory also copies the ABC classes for that ABC group into the current cycle count classes and maintains the same classifications for the included items. In order for Inventory to perform automatic scheduling you must:  Set the Cycle Count Enabled item attribute to Yes for the items you want to include in the cycle count. If your schedule interval is days. it schedules counts only for the schedule interval you defined for the cycle count header. You may want to use this form to load all your items for a cycle count. you can specify which items make up your control group. the count frequency of each class.

2) Select a cycle count and choose Cycle Count Scheduler from the Tools menu. these number of items are picked randomly and will get scheduled and will be marked. of working days in the year = 200 (taken. of items in class = 100 Counts per year for class = 1 No. TotalItemsInClass = the number of items defined in the class NWorkingDays = BeginDate . which is defined as: MaxItemsToSchedule = (TotalItemsInClass * NWorkingDays) /ClassCountInterval + 1. Logic for Cycle Count Auto Schedule (As given in metalink) The first criteria of selecting the items to schedule. is whether these items are marked as a control group items or not and what is the criterion on which the Cycle count scheduler is being run (Include Control Group Items is checked or not). Based on this the scheduler will select the Control Group Items or Non Control Group Items to schedule counts. Once MaxItemsToSchedule is calculated. for easy calculation) Count Frequency = Daily . 4) Choose OK to submit the request to the concurrent manager. where. 3) Indicate whether to include items belonging to the control group in the list of items for which to generate schedule requests. The Cycle Count Scheduler Parameters window appears.EndDate + 1 (this will be printed in the concurrent log file of the scheduler).1) Navigate to Cycle Counts Summary folder window or the Cycle Counts window. Now lets consider the following possible cases : CASE : 1 No. so that these not picked in the scheduled run. The second criteria is Max items to Schedule. ClassCountInterval = NumWorkDaysThisYear / NumCountsPerYear (these will also be printed in the concurrent log file of the scheduler).

In cases where you have very few items in the class and have high count frequency (say Daily). Cycle counting does not take into account the number of counts that have already been done before the change of value for 'counts per year'. locators. of working days in the year = 200 (taken. all the 100 items will be counted at least once. In these cases. Manual Scheduling You can manually schedule counts in addition to. Maximum Items to schedule = ((100*1*1)/200)+1 = 0+1 = 1 The above formula has integer division and so instead of 0. Counts per year is the minimum guaranteed number of counts per year for all items in the class. The counts per year for a class ensures that all items in that class are scheduled at least that many items in a year. we can schedule either 2 or 3 items. as I have mentioned before. we allow the user to change the 'Counts per year' at any point in time in the year.But. You can see that by changing the count frequency from 'Daily' to 'Weekly' the number of items that are getting counted twice have been reduced from 100 as in Case 1. Also. If we do not do the rounding off (using integer division and adding 1). Now. 2. You can request counts for specific subinventories. the magnitude of the difference between 'actual number of counts' and 'counts per year specified' will be much higher. . It now takes into account the new value of 'counts per year' for all the items in the class. you can potentially count some items more frequently than you had initially planned. if the counts per year for a class is 10 and the class has 100 items. Since we are doing 'Rounding off' in the formula. So. you could enter a request to count item A wherever it can be found in subinventory X. some items of the class may be counted more than the number of counts specified.Using the above formula. from 'daily' to 'weekly'). In cases where you have very few items and count frequency is 'Daily'. For example. in this case all the 100 items in the class will be counted twice in a year. and set the count for any inventory date. But. then specified in its class. CASE : 2 No. then in the above case we will have 2. So we do the rounding off so that all the items are scheduled at least once. and items. there are chances that it will be counted more number of times. 1. irrespective of their scheduling before the change of value for counts per year. by changing the count frequency from 'Daily' to 'weekly/period'. The counts per year for a class can be changed by the user at a later point in time. but some of the items may be counted twice since in our formula we are doing the ROUNDING off. The logic for Cycle counting is forward looking. if we schedule 2 items then all the 100 items will not be scheduled at least once (20 items will be left out). However. once this value is changed then all the items in the class are scheduled afresh.In this case 80 items were counted only once and 20 items got counted twice. in those cases you would ideally like to reduce the count frequency (say. then each of the 100 items in the class are scheduled at least 10 times. now if you change the count frequency from 'Daily' to 'Weekly' as shown in Case 2. for easy calculation) Count Frequency = Weekly (say 5 work days in a week) Maximum Items to schedule = ((100*1*5)/200)+1 = 3 Here. Since manually scheduled counts have no impact on automatically scheduled counts.5 items to schedule.5+1 we have 0+1.That is. Or you could request to count all item quantities in subinventory Y. of items in class = 100 Counts per year for class = 1 No. to 20 in Case 2. locator B–100.So.Now since the count frequency is 'Daily' you can run the scheduler on every working day. 3. So. will reduce the magnitude of difference. or instead of those generated with automatic scheduling.

The date you enter cannot be before today’s date and must be a valid workday as defined by the workday calendar for your cycle count. specifying the schedule date. Inventory schedules a count of all items stocked in this subinventory. revision. 2) Enter the cycle count name you are scheduling. This may be useful in performing exception–based counting to verify that the actual on–hand quantity is indeed zero. You first need to generate a schedule for counting each subinventory and locator. or locator combination even if the system on–hand quantity is zero. lot. serial number. you must enter a subinventory. 5) Indicate whether to generate count requests for this item. serial number. revision. If you enter an item and a subinventory. Physical Location Scheduling You can use this feature to execute location–based cycle counting. subinventory. 12/30/2009 . You can manually schedule specific items by entering values in different combinations of the item. 3) Select the item or location (subinventory) for counting. If you do not enter an item. subinventory. You then need to enter the schedule requests for each locator. lot.11:52 Tag:  Inventory / . 4) Enter the date on which Inventory is to schedule the count you have specified. Inventory schedules the item to be counted only in this subinventory.To manually schedule cycle count requests: 1) Navigate to the Manual Schedule Requests window or choose the Schedule button on the Cycle Counts Summary folder window. and locator fields. Count Requests Submitted by Anonymous on Wed.

you should wait to run it until you are ready to count.” Inventory generates this warning if it cannot find all levels of inventory control defined for the item. and generates a count request for each item number. but instead cross– references one count request back to each associated schedule request. If a quantity is found and counted. To make an adjustment and update the missing information. Because the count requests are derived from the state of on–hand balances at the time the Generate Cycle Count Requests process is run. and rapid count entry. and locator combination for which on–hand quantities exist. enter an unscheduled count using either the Cycle Count Entries or Approve Adjustments window. Count Requests for Items with Zero Count By default Inventory does not automatically generate requests to count items with an on–hand quantity of zero. be sure it is assigned to a subinventory and locator. These count requests are ordered first by subinventory and locator. but no adjustment is performed. To submit a request set to perform a full cycle count . The count request generation process then automatically creates a count request. To include such items:  Define all sourcing details and inventory controls for the item. This process takes the output of the automatic scheduler and your manual schedule entries. ”Zero count. if an item is under predefined locator control. Oracle Inventory assigns a unique sequence number to each count request that can be used for reporting. an adjustment is made. you can submit the process to generate count requests. In this situation. The count request generator does not create duplicate count requests. and lot. then by item. enter the count. lot number. subinventory. Note: When you schedule an item to be counted using manual scheduling. querying. you may receive a warning message stating. For example. revision. At count entry.After you have successfully scheduled your counts. revision. no adjustment performed. some schedule requests may have overlapping count requirements.  Select the Generate Zero Counts option when you define your cycle count.

The set includes the following processes and report: • Generate automatic schedule requests: Enter parameters for cycle count to use and indicate whether to include control items. Choose Perform Full Cycle Count from the Tools menu. Choose Generate Count Requests from the Tools menu to submit the process to the concurrent manager. Navigate to Cycle Counts Summary window or the Cycle Counts window. Choose Submit. • Cycle count listing: Enter parameters for cycle count to use. and subinventory to count.1. recounts. • Generate cycle count requests: Enter parameters for cycle count to use. 3. start and end dates. Requesting the Cycle Count List . Navigate to Cycle Counts Summary folder window or the Cycle Counts window. 2. 2. To submit the program to generate cycle count requests: 1.

Enter start and end dates for the list. Enter the specific subinventory for which to report scheduled counts. Inventory automatically submits recount requests for items that are outside the limits of the approval tolerances you specify. This report lists all counts that you need to perform within a given date range. To request a cycle count list: 1. Choose OK to submit the request to the concurrent manager Count Adjustments and Approvals Submitted by Anonymous on Wed. Oracle Inventory determines whether any adjustments need to be made depending on the approval options and tolerances you set when you defined the cycle count. Inventory holds the count for approval. Inventory submits recounts as many times as necessary. Inventory reports counts falling on the start date through the end date. limited by the maximum automatic recounts you specify for the cycle count. 4. The count request for which you want a recount is also automatically included in the next cycle count listing. Any count request with the Recount status automatically appears on the next cycle count listing.13:02 Once you enter and save your cycle counts. After you reach the maximum number of recounts. Automatic Recounts If you turned the Automatic Recount option on when you defined your cycle count. You can also navigate to the ABC and Counting Reports window to submit the listing. you must include a from date far enough back to include the . 5.After you generate count requests you can submit the request for the Cycle Count Listing report. 3. Attention: When generating the cycle count listing. You can also manually request recounts when you are approving adjustments. Navigate to Cycle Counts Summary folder window or the Cycle Counts window. 6. Choose Cycle Count Listing Report from the Tools menu. 12/30/2009 . Indicate whether the cycle count list includes only recounts or scheduled counts and recounts. 2.

and first counts. To request a recount check: Select Recount to process a recount request for the selected count request. Approving Cycle Counts Held for Approval Employees with access to the Count Adjustments Approvals Summary window can query. For the current item. To approve a count check: Select Approved to approve the selected count entry and post the adjustment to the transaction manager for processing.recount’s original count date. No further processing of this count entry takes place. or it is not on the report. recount an item in question. To open the Count Adjustment Approvals window: Select the Open button to open the Count Adjustment Approvals window for the current line. You can display count history information or open the Count Adjustment Approvals window. prior. this window displays count and variance information for the current. An adjustment is not posted. reject the count or take no action until further investigation. When you select the Find button. 12/30/2009 . you can query all counts or only those pending approval. request the recount of. This window is a combination block which you can use to view and enter approval and adjustment information for the current line instead of using the Count Adjustment Approvals Summary window.12:24 . or approve cycle counts pending approval. An adjustment is not posted. To display count history information: Select the Count History button to open the Count History window for the current item. You can then approve adjustments. Entering Cycle Counts Submitted by Anonymous on Wed. To reject a count check: Select Rejected to reject the selected count record.

The transaction debits or credits the adjustment account depending on the direction of the transaction. Enter the name of the employee who performed the cycle count. This information is provided if you navigate from the Cycle Counts Summary folder window. If you choose not to query all open requests. You can choose the Find button to query all open count requests. You can use flexible search criteria to specify the group of count requests for which you want counts entered to speed up the count entry process. 2. 4. Inventory performs a cycle count adjustment by creating a material transaction for the quantity and sign (plus or minus) of the adjustment. Navigate to the Cycle Count Entries window from the menu or choose Counts from the Cycle Counts Summary folder window. . To select the cycle count to use: 1. Oracle Inventory automatically queries up all count requests for which you have not yet entered a count. you can specify a range of count request sequences assigned to one person so they can be entered in the same order they were printed on the count sheet. Display the count requests you want to enter. Enter the name of the cycle count for which to enter counts. The default is the adjustment account you entered while defining your cycle count. Enter the general ledger account to which to charge adjustments from this cycle count. 3. If unscheduled count entries are allowed for your cycle counts. You only need to enter the quantity counted. you can either:  Enter counts individually by entering existing sequence numbers. For example. 6. Enter the date the cycle count was performed. When you enter an existing sequence number the details for that request display. and the Find button is not available. you can enter those also.Tag:  Inventory / You can use the same window to enter counts of items requested via automatic or manual cycle count scheduling. 5.

or lot. 5. Physical Inventory Submitted by Anonymous on Mon. enter the revision for which you are entering counts. and planning production. Accurate system on–hand quantities are essential for managing supply and demand. Note: When you perform a recount. enter the locator for which you are entering counts. Void unused or lost tags. Inventory uses this quantity with the specified unit of measure to determine the value of the cycle count adjustment. subinventory. You can search by any combination of count sequences. To enter unscheduled counts: 1. Defining a Physical Inventory Submitted by Anonymous on Mon. Enter the quantity that you counted for your item. Enter the item for which you are entering counts.14:26 Tag:  Inventory / Oracle Inventory provides a fully automated physical inventory feature that you can use to reconcile system– maintained item on–hand balances with actual counts of inventory. You can enter only subinventories that track quantity on hand.14:35 Tag:  Inventory . To enter scheduled counts: 1. 2. 12/28/2009 .1 Generate alphanumeric tags. Define a physical inventory for your whole warehouse or subdivisions within your warehouse. Use the find feature on the Query menu to query a subset of count requests matching the search criteria you enter. 2. 5. You must procedurally coordinate the snapshot of your physical inventory with your actual counting. Choose the Find button and select No. Navigate to the Cycle Count Entries window from the menu. If this item is under locator control. 3. 2.3 Approve or reject physical inventory adjustments based on approval tolerances. Take a snapshot of system on–hand quantities. Save your work. the quantity field on the adjustments tab is populated with the previously entered count. 4. 3. 4. 3. 12/28/2009 . This enables you to enter items and counts manually. item. revision. You can also indicate whether to include recounts. Enter the subinventory for which you are entering counts. 3. Purge physical inventory information. 1. maintaining high service levels. If your item is under revision control. locator.2 Count the TAGs. 3. and ensure that no transaction activity occurs in a particular location until after you have performed your adjustments. Select the Count tabbed region. Automatically post adjustments to inventory balances and general ledger accounts. 6.

You use this name to identify any activity. Select approval requirements for adjustments. if your warehouse has two large stockrooms. 2. each represented by a subinventory. or you can count your total inventory. You can define multiple physical inventories to count selected portions of your inventory. independent of the second. 3. Always: Require approval of all physical inventory adjustments. A physical inventory is identified by a unique name you assign. You cannot update these values after you perform physical inventory adjustments. You can then perform your physical inventory of the first stockroom. Qty: Enter acceptable Positive and Negative limits (expressed as a percentage) for the difference between the . pertaining to this physical inventory./ You can define and maintain an unlimited number of physical inventories in Oracle Inventory. The Define Physical Inventory window appears. For example. Enter a unique physical inventory name. To define a physical inventory: Navigate to the Physical Inventories Summary folder window and choose New. 1. such as adjustments. one for each subinventory. If out of tolerance: Hold for approval those counts that are outside the limits of the positive and negative quantity variance or value tolerances. Enter positive and negative approval tolerances If approval is required for adjustments out of tolerance you must enter a value in at least one of these fields. you can define two physical inventories. Never: Allow any adjustment to post without approval.

Oracle Inventory does not stop inventory processing during a physical inventory. If you choose not to allow dynamic tag entry all tags must generated before use If you do not want to allow dynamic tag entry but you need blank tags. Determines whether you can dynamically enter tags you manually created. Indicate whether to allow dynamic entry of tags. You can perform your recounts or investigate certain results without holding up transaction processing. you can generate numbered blank tags for counting miscellaneous items. Notes : 1. 4. 5. you must take a snapshot of all system on–hand quantities for your items. before taking a snapshot of inventory. Taking a Snapshot of Inventory Quantities Submitted by Anonymous on Mon. To freeze the system on–hand quantities . you must procedurally coordinate the snapshot of your physical inventory with your actual counting. Only enter a quantity tracked subinventory. Determines whether the physical inventory is for all subinventories or for one or more specific subinventories. Select the scope of the physical inventory. and ensure that no transaction activity occurs in a particular location until after you have performed your adjustments.system–tracked on–hand quantity and the actual tag count quantity. 2. Therefore. 12/28/2009 . The snapshot saves all current item on–hand quantities and costs. All tag counts you enter for this physical inventory are compared with these static quantities. It is recommended to clear the Pending Transactions and Transactions Open Interface. This allows you to resume normal inventory operations after you have entered your counts but before you have authorized all final physical inventory adjustments. Value: Enter acceptable Positive and Negative limits for the total value of a physical inventory adjustment.18:47 Tag:  Inventory / Before you can generate tags for a physical inventory. Oracle Inventory uses this information as the basis for all physical inventory adjustments.

This launches the snapshot concurrent process. and the Tags button is enabled in the Define Physical Inventory window. Note: A tag represent a single item number in a particular subinventory. If we are not considering serial and lot number then the single TAG might have n number of items (in a particular subinventory. Physical inventory tags represent actual hard copy tags that some companies use to count inventory items. 3. locator with a given revision. 2. When the concurrent process is finished. Although you can record only one item on a tag. 4. re–query the physical inventory to see the effects of the snapshot. A tag contains the count for a group of a given item. Note: You can also choose Snapshot from the Define Physical Inventory window. lot. the Snapshot Date is updated.19:33 Tag:  Inventory / You use physical inventory tags to record the physical counts of inventory items. Navigate to the Physical Inventories Summary folder window. Generating Physical Inventory Tags Submitted by Anonymous on Mon. with each tag referring to a unique physical location for an item.  The Snapshot Complete box is checked. and serial number.1. 12/28/2009 . The effects include:  The Snapshot Complete box is checked on the Physical Inventories Summary folder window. Select the physical inventory you want to use. Choose Perform snapshot from the Tools menu. locator combinatio) . multiple tags can reference the same item.

revision. lot. you can generate blank tags.Oracle Inventory can generate default or blank tags for your physical inventory. As you perform the count. specify the starting tag number and the increment by which you want to increase each digit in the tag number. You can also exclusively use blank tags to perform a physical inventory. locator.revision. and serial number for which the system has an on–hand quantity not equal to zero. . You can generate as many blank tags as you want. item. Your tag numbers may be alphanumeric. you can automatically query all tags and fill in the counts. Inventory assigns tag numbers to blank tags. If you use default tags for your physical inventory. lot. Inventory then uses these tag numbers to generate a tag for every unique combination of item number. You specify this information when you enter your tag counts. If you need to perform a complete wall–to– wall physical inventory. You can also query a subset of your tags by any combination of tag number. you record the item and stock–keeping unit information along with the actual on–hand quantity. but does not include any item or location detail. locator. 12/28/2009 . subinventory. You would use this partial tag query feature if you prefer to enter your counts by location or item. PI Tag Counts Submitted by Anonymous on Mon.23:33 Tag:  Inventory / Use the tags that you generated to record your physical counts. If you choose to generate default tags for each item. but you can increment only the numeric portion. you can go through your warehouse and attach blank tags to every item and/or location you see. or for a particular tag number range. If you want to have some empty tags handy to record counts for stock–keeping units for which Inventory has no on– hand quantity (and therefore does not generate default tags). The alphabetic characters in the tag number stay constant. subinventory. and serial number.

If you use any blank tags in your physical inventory. Oracle Inventory holds for approval all tags with counts that are outside the limits of the quantity variance or adjustment value tolerances. if you do not use one or more of the tags Oracle Inventory generates. a tag that identifies a stock–keeping unit for which there is system on–hand quantity). the unused ones are accounted for and appear as missing tags. If you void a default tag. If you generated a certain number of blank tags at the beginning of your physical inventory. Void Tags It is important for auditing purposes to track the status of each physical inventory tag.e. When you run the Physical Inventory Missing Tag Listing for the whole range of tags you initially generated. If you set your approval option for your physical inventory to Not required for adjustments. subinventory. 3. and if so. If you enable dynamic tag entry for your physical inventory. If you set your approval option to Required for all adjustments. 1. you can enter counts for any item and stock–keeping unit combination without a pre–generated tag number. If you set your approval option to Required for adjustments out of tolerance. and serial number information. revision. you are ready to process your adjustments. Therefore. as well as the actual count quantity and the name of the employee who performed the count. Oracle Inventory adjusts the quantity in that location to zero. This indicates that you did not use the tag in question. lot. . you should void them in the Physical Inventory Tag Counts window. whether you need to approve them. You can then enter the necessary item. A voided tag is not reported as a missing tag in the Physical Inventory Missing Tag Listing. you would void the unused tags. Oracle Inventory holds all counts for approval. 2. Adjustments and Approval Oracle Inventory uses the counts you enter for your tags to determine if your items need quantity adjustments. and ended up not using all of them. presumably because the stock–keeping unit corresponding to the tag did not exist. (i. you can query up the tags by tag number. locator.

Enter or query the tag numbers for which to enter counts using one of the following options:  Choose the Find button. You can query a subset of tags matching the search criteria you enter in the find window. Enter the physical inventory. item. 2. You can enter existing tags individually. Oracle Inventory uses this value as the default for the Counted By field of each tag. subinventory. you can either enter tag numbers individually or use the Find feature on the Query menu to query a subset of tags. or tag status. revision. 3. Enter the employee that performed the physical inventory in the Default Counter field. You can search by any combination of tag number. . With tag status you can find voided or missing tags. serial number. lot.  Enter tag numbers individually.  Use the Find feature on the Query menu.Entering and Voiding Physical Inventory Tag Counts Navigate to the Physical Inventory Tag Counts window or choose the Counts button from the Physical Inventories Summary folder window. When you enter a tag number the item information for that tag appears. Choose Yes or No to query all tags. locator. If you choose No. 1.

you have a physical inventory adjustment that exceeds approval tolerances.23:54 Tag:  Inventory / Approval Tolerances Oracle Inventory supports two types of physical inventory approval tolerances. you can specify a positive and a negative limit. You express positive and negative quantity variance tolerances as percentages of the system on–hand quantity.  Enter the subinventory in which you counted the item. 5. revision. thus. . Based on the approval option you chose when you defined your physical inventory.  Enter the count unit of measure (UOM).4. Voiding Physical Inventory Tags You can void tags that you deliberately discarded during the physical inventory. If you decide that approval is required for adjustments out of tolerance you must enter at least one positive or negative value for one type of approval tolerance.  Enter the revision of the item. For each type.  Enter the name of the employee who counted the item (Counted By). locator.  Enter the count quantity (number counted) for the tag. unit of measure (UOM). and Counted By information. You can enter a value here if the item is under locator control. You can enter a value here if the item is under revision quantity control. Voiding tags allows you to account for all tags. You enter these percentages when defining your physical inventory. this adjustment is or is not held for approval. The quantity variance tolerance is a user–defined limit for the difference between the system–tracked on–hand quantity and the actual tag count quantity. 6. You enter the count Quantity. and serial number information for each item is displayed. Enter counts for blank or dynamic tags  Enter the item associated with the tag. Enter counts for default tags: Since you generated default tags the item.  Enter the serial number associated with the item. This entry is required if the item is under lot number control.  Enter the lot number associated with the item. Approving Physical Inventory Adjustments Submitted by Anonymous on Mon. When a particular physical inventory tag count entry results in an adjustment that exceeds any one of these limits. lot. 12/28/2009 .  Enter the locator associated with the subinventory. This entry is required if the item is under serial number control. any tag numbers that appear on the missing tag report are actually missing. subinventory.

Example: we entered quantity 1 for item001 in tag count window and then saved it as approved in approve PI adjustment winodw.00:01 Tag:  Inventory / . If you reject an adjustment. Even after saving a count as approved/or rejeceted we can change the quantity in TAG count till the physical inventory adjustment is processed. the Process Physical Inventory Adjustments program adjusts your inventory balance by that quantity. 12/29/2009 . if we requry the item in adjustment window then it would be shown in None status though previously we had saved it as approved. Oracle Inventory does not change the system on–hand quantity. The adjustments you can view from this window are determined by the approval option you defined for your physical inventory. You enter these tolerances when defining your physical inventory. Notes: 1. Processing Physical Inventory Adjustments Submitted by Anonymous on Tue. We can again go back and change the quantity of item001 and save it. You express positive and negative adjustment value tolerances as amounts in your functional currency. where: – Current cost is the cost at inventory snapshot. or approve physical inventory adjustments pending approval. Approving Physical Inventory Adjustments You can view. If you approve a particular adjustment.The adjustment value tolerance is a user–defined limit for the total value of a physical inventory adjustment: adj value = (system on–hand qty – actual count qty) x current cost. reject.

.  You can preview your adjustments before actually posting them by running the Physical Inventory Adjustments Report.  Once the process "Perform physical inventory Adjustments" is complete one can verify the physiacl inventory adjustment material transactions and corresponding distribution accountings in material distribution window.After you finish entering all your tag counts and approving those adjustments that need approval.  Due to the irreversible nature of this program. You are no longer able to make any changes to that physical inventory. there is no adjustment transaction posted.  Once you run the adjustment program for your physical inventory. you can submit the process that automatically posts your physical inventory adjustments. Oracle Inventory posts no physical inventory adjustments if you have any adjustments that are still pending approval. You can run the actual adjustment program after you have used the report to verify your tag quantities and the value impact of your adjustments. Oracle Inventory automatically creates a material transaction adjusting the item quantity and debiting or crediting the adjustment account you specify for your physical inventory.  If the count of an item matches the snapshot system on–hand quantity. Oracle Inventory does not allow new tag generation or any further updates of tag counts. You must approve or reject all of your adjustments before you can process them.

Purging Physical Inventory Information Submitted by Anonymous on Tue.00:14 Tag:  Inventory / . 12/29/2009 .

Use this form to purge a physical inventory definition from the database. You can also purge just tags if you made a mistake and want to start over. . Those adjustments are not changed. the purge does not affect any adjustments or adjustment transactions made using the physical definition. However. Oracle Inventory deletes all information associated with the physical definition.