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INV Inventory2 Beginers Guide
INV Inventory2 Beginers Guide
Beginners Guide
Beginners Guide
Oracle Inventory
Thampy Mathew
Thampy Mathew
Page 1
Oracle Inventory
Beginners Guide
Foreword
These notes are compiled keeping in view of students just begin to learn Oracle
Applications. Even though there is nothing very complicated in Oracle Inventory, a
beginner finds it very confusing and complicated initially for some time. While attending
lectures, under the guidance of the faculty, the students do all the relevant exercises. But,
after the lecture hours when he/she is trying to do the same exercise all by
himself/herself, he/she will find that the steps are not remembered properly. The lecture
notes are not of much use because that is not written properly or there is no mention of
certain steps in the notes. This in turn leads the student to a kind of desperation. The
purpose of these notes is to save the students from the kind of desperation mentioned
above.
These notes are definitely not describing Oracle Inventory in detail. For an in depth study,
the students must go through the given Course Material, Help Files and PDF Files. Any
body will opt for an advanced study only when they understand the preliminaries. The
object of these notes is to make a student comfortable with the preliminaries.
In these notes wherever I have used the word Choose you have to pick a value from an
available LOV by pressing the keys Ctrl + L. Similarly, wherever the word Enter is used
you have to type the value in that field. If the students in general feel that the notes are of
some help while practicing at the initial stage, I will feel that my work borne fruit.
THAMPY MATHEW
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Oracle Inventory
Beginners Guide
Contents
1.0
Page
1
Define Flexfields
1.1.1 Item
1.1.2 Item Categories
1.1.3
1.1.4
1.1.5
1.1.6
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
1.10
1.11
1.12
1.13
1.14
1.15
1.16
1.17
1.18
1.19
1.20
1.21
1.22
3
3
4
4
5
5
6
6
1
1
1
1
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1
1
1
7
8
10
10
10
11
14
15
16
18
19
19
19
20
21
23
23
24
25
26
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1.23
27
Contents
1.24
1.25
1.26
1.27
1.28
1.29
1.30
1.31
1.32
Define Containers
Define Freight Carriers
Define Transaction Source Types
Define Transaction Reasons
Define Account Aliases
Define Shipping Methods
Define Transit Times for Shipping Methods
Define Organization Access
Launching Transaction Managers
Page
27
28
28
28
28
29
29
29
30
2.0
30
3.0
Miscellaneous Transactions
30
3.1
3.2
3.3
3.4
3.5
30
31
31
32
42
4.0
5.0
Miscellaneous Receipt
Miscellaneous Issue
Transferring Items Between Subinventories
Transferring Items Between Organizations Without ISO
Tracking Materials in Intransit Inventory
Inventory Controls
43
4.1
4.2
4.3
4.4
43
44
46
47
Revision Control
Locator Control
Lot Control
Serial Control
Inventory Planning
50
5.1
Min-Max Planning
5.1.1 Organization Level Min-Max Planning for Buy Items
5.1.2 Subinventory Level Min-Max Planning for Buy Items
5.1.3 Organization Level Min-Max Planning for Make Items
50
50
52
54
5.2
56
5.2.1
5.2.2
5.2.3
5.2.4
56
56
57
59
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5.2.5
59
Contents
5.2.6
5.3
5.4
6.0
7.0
Page
Find out the Requisition Number from the Requisition Summary
window. Page 60
Replenishment
61
Kanban
63
Accuracy
65
6.1
6.2
6.3
65
68
70
ABC Analysis
Cycle Counting Using ABC Compile
Physical Inventory
Inventory Costing
73
7.1
7.2
7.3
7.4
7.5
7.6
73
73
74
75
76
76
Cost Elements
Cost Sub-elements
Cost Types
Define Item Cost
Updating Item Cost
Viewing Different Costs of an Item at Different Times
8.0
77
9.0
Checking ATP
77
10.0
Attaching Documents
77
11.0
Transferring Transactions to GL
78
12.0
79
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1.0
Define Flexfields
1.1.1 Item
Refer the Item Categories described in 1.1.2
1.1.2
Item Categories
1.1.2.1 Define Value sets
1.1.2.2 Define Flex Structure
1.1.2.3 Compile the Flex Structure
1.1.2.4 Enter Possible Values for Each Segment
1.1.2.5 Define Category Codes (Category Names)
1.1.2.6 Define Category Sets
1.1.2.7 Assign Items to Category Codes
1.1.2.8 xList the Items Belonging to a Particular Category
1.1.3
1.1.4
Stock Locators
Refer the Item Categories described in 1.1.3
1.1.5
Account Aliases
Refer the Item Categories described in 1.1.3
1.1.6
Sales Orders
Refer the Item Categories described in 1.1.3
Flexfields
Flexfields are of two types (1) Descriptive Flexfields and (2) Key Flexfields. As
the name suggests, Descriptive Flexfields are used for providing extra information
about a particular record. They normally remain hidden. On the screen, you will
find only a very small box slightly bigger than a check box. When the cursor
enters into the box, a bigger text box appears in which the user can enter the
required information. When finished the longer text box disappears and it will
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appear as a small box as usual. With the help of this type of an arrangement, the
programmers save the much needed screen space.
Key Flexfields are slightly different in its construction. They are attached to
certain specific fields of the screen. As the cursor enters that particular text box to
which a Flexfield is attached, multiple text boxes, which otherwise remain hidden,
pop up. The user enters values in the text boxes that pop up and when finished,
they disappear and the values arranged one after another, separated by a dot or
hyphen, appears as a single value in the normal text box. For example, suppose
we have attached a Flexfield with three text boxes in one of the text boxes, Text
Box 1 on your screen. In the normal situation, you will not see the three text boxes
of the Flexfield. But, as the cursor enters the Text Box 1 to which the Flexfield is
attached, the three text boxes will pop up. Suppose you entered a value of 01 in
the first text box, a value of 02 in the second text box and a value of 03 in the
third text box. When you click on OK, all the three text boxes disappear, and a
value of 01.02.03 appears in Text Box 1.
Which field in your screen can be made a Flexfield is decided in the Application
Level. A user cannot change it. But, how many text boxes should pop up when the
cursor enters into it is decided at the user level. The user can also decide what
shall be the kind of data (Character or Numeric) that can go into each one of the
text box that pop up and also he can decide how many characters or digits a pop
up text box can accept.
Technically, a pop up text box is called a Segment and the combination of the data
type (Character or Numeric) and the maximum length (Maximum number of
characters or digits that can go into a text box) is called a Value Set.
You have to create one value set for each segment and you can choose as high as
30 segments for a Flexfield.
The method of defining the Flexfield remains the same through out Oracle
Applications. Though there are six flexfields, as listed above, can be created in
Oracle Inventory, as the method of creation is exactly the same, we will discuss
only one, which is the Item Category Flexfield.
Suppose you want to segregate all the items in your subinventories. You have
decided to classify them as Electronic, Mechanical and Others. After the first
classification, you will get three groups of items under three different headings.
Now, you have decided to classify each group as Buy, Make and Others. After the
second classification you will get nine groups of items as Electronic.Buy,
Electronic.Make,
Electronic.Others
Mechanical.Buy,
Mechanical.Make,
Mechanical.Others, Others.Buy, Others.Make and Others.Others.
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Now, look at the classification names. Each one is made up of two words, one is
to the left side of the dot and the other is to the right side of the dot. So, we can
say that category names in the example given above are made up of two
segments. Now, if we list the possible values for Segment 1 and Segment 2, it will
be as follows.
Possible Values for Segment 1
Electronic
Mechanical
Others
From the above list we can find that the values for Segment 1 are made up of
characters and the length of the longest value is 10. Similarly, the values for
Segment 1 are also made up of characters and the length of the longest value is 6.
So, we can finalize that we have to define two value set as follows.
Value Set 1
Data Type
Max Length
: Character
: 10 (12 on safer side)
Value Set 2
Data Type
Max Length
: Character
: 6 (8 on safer side)
We have now made all basic preparations needed for creating a Flex Structure.
Now, we will see how it can be implemented.
1.1.2.1
1.1.2.2
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See that Oracle Inventory appeared in the field Applications
(c) Move Cursor to the field Flexfield Title
(d) Press the down arrow key repeatedly till the value Item Categories
appears in the field.
(e) Enter a name for your Structure (Say My Structure)
(f) Optionally enter a description
(g) Click on the push button Segments
(h) Enter Num (1)
(i) Enter a name for your first segment (Elect/Mech)
(j) Enter a window prompt for your first segment
(Electronic/Mechanical)
(k) In the field Column choose the value SEGMENT1
(l) In the Value set field choose the name of the Value Set defined for
the first segment. That is VS 1
(m)Move cursor to the next line
(n) Enter Num (2)
(o) Enter a name for your second segment (Buy/Make)
(p) Enter a window prompt for your first segment (Buy/Make)
(q) In the field Column choose the value SEGMENT2
(r) In the Value set field choose the name of the Value Set defined for
the second segment. That is VS 2
(s) Save
1.1.2.3
(Continuation)
(t) Come back to the first window by closing the current window
(u) Check the check box Freeze Flexfield Definition
(v) Click on the push button Compile
(w) Click on OK
(x) Help View My Request
(y) Click on the push button Find
(z) See that the Server processed your request to compile the Flexfield
definition
1.1.2.4
(a)
(b)
(c)
(d)
(e)
(f)
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Oracle Inventory
Beginners Guide
(g)
(h)
(i)
(j)
(k)
(l)
(m)
1.1.2.5
Close
N Setup Flexfields Key Values
Choose the radio button Value Set
Enter the name of the first Value Set (VS 2)
Click on the push button Find
Enter values Buy, Make and Others
Save
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(Explanation shall be provided in step 1.2
(g) Check the check box Enforce Valid Categories
(h) In the lines below create only those combinations that you
want a user to use them as category names.
(i) Save
You will be able to create combinations that are already
defined in step 1.1.2.5. But, here you are permitted to
exclude certain combinations that are already created in
step 1.1.2.5. Because you have checked the check box
Enforce Valid Categories a user will be able to use only
those combinations that are made below.
When creating combinations, see that you are not
creating the same combination that is already mentioned
in step (f) above (Others.Others in this case).
(e)
(f)
(g)
(h)
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(i)
1.2
Enabling Value
Yes
Yes
MRP Planning
MPS Planning
Serviceable Product
Yes
Costing Enabled
Yes
Engineering Item
Yes
Customer Ordered
Yes
Internal Ordered
Yes
or
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have seen that enabling the Key Attribute is the point of time when an
Item is assigned to its respective functional area by the system. Because of
this very reason, if a particular Key Attribute is controlled at Master
Level, the Category Set assigned to its corresponding functional area
also must be controlled at Master Level and if the Key Attribute is
controlled at Organization Level, then the Category Set assigned to its
corresponding functional area also must be controlled at Organization
Level.
We have also seen that in a Category Set there will be many Category
Names. Now, the question is, out of the many Category Names
available in a Category Set assigned to a particular functional area,
the system should assign the item to which Category Name. The
system will always assign all the items only to that particular
Category Name which you have defined as the Default Category in the
Category Set defining window. Refer step 1.1.2.6 (f). After defining the
items, you have to reassign the actual category as follows.
From the Item defining window,
Special Categories
In the window that appears, you can change the category name.
1.3
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Assuming that your calendar stats on Monday, if you want
Wednesday Off for your first shift enter the pattern as follows.
Seq
On
Off
1
2
1
2
4
0
Always ensure that the total of the On/Off must be equal to 7
1.3.16 Save and close the window
1.3.17 Keep the cursor in shift number 2 and define the workday pattern
as mentioned above.
1.3.18 Keep the cursor in Shift 1 and click on the push button Times
Suppose the first shift timing is from morning 7.00 to evening 3.30
with a break of an hour from 11.00 to11.30, enter the values as
follows.
Start
7:00:00
11:30:00
Stop
11:00:00
15:30:00
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Applying the Exception Template to Your Calendar
1.3.23 After step 1.3.21 skip step 1.3.22 and click on the push button
Exception List
1.3.24 Click on the push button Load
1.3.25 Choose the Template that you have created
1.3.26 Click on OK
1.3.27 Save
The dates that entered in the template will be marked as holidays in
your Calendar.
1.4
1.5
1.6
Define Locations
N Setup Organizations Locations
Refer page 6 of Inventory Course Material
An organization can have multiple locations defined for it. The name and
address of the exact place where the organization is located will be the
primary location. Apart from this you can define additional locations for
this organization. The other locations may be the locations of the
organizations Godowns at other places.
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If an outside location is shared by more than one organization, dont attach
an Inventory Organization in the location definition. If the location is used
by single organization, it is always suggested to attach the corresponding
organization name in the location definition.
Note:
If you choose a particular location as the Ship-To location in one of
your purchase orders and if no Inventory Organization is attached to
that location, then you have to pen the Shipment window of the PO
and select the organization there. On the contrary, if the Ship-To
location selected in your PO is having an Inventory Organization
attached to it, the corresponding organization will automatically
default in the Shipment window of your PO.
1.7
Define Organizations
1.7.1
1.7.2
1.7.3
1.7.4
1.7.5
1.7.6
1.7.7
1.7.8
1.7.9
1.7.10
1.7.11
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1.7.23 Enter an organization Code (Can use a maximum of 3
alphanumeric characters)
1.7.24 Choose Vision Operations as the Item Master Organization
Though you can choose any Inventory Organization as the Item
Master organization, so long as you practice in Concourse, always
choose Vision Operations as the Item Master Organization.
If the Item Master Organization is any thing other than Vision
Operations, when you try to assign items to organizations, you
will find that your organization is not listed.
1.7.25 Choose the Calendar that you have already defined
1.7.26 Check or uncheck the check box Allow Negative Balances
If the check box is checked, during inventory transactions, if the
qty of any item is driven negative, the system will not object. If the
check box is unchecked, you will not be able to do any transaction
by which the qty of any item will be driven negative.
1.7.27 Chose the locator control
1.7.28 Change region to Costing Information
1.7.29 Choose a Costing Method
If BOM and WIP are installed always Standard as the Costing
Method, because Average Costing is not possible were BOM and
WIP are installed.
1.7.30 Check or uncheck the check box Transfer Details to GL
If this check box is unchecked, only summary of the Inventory
Transactions will be transferred to GL, and not the complete
details. Checking this check box can lead to system slow down
when the transactions are transferred to GL.
1.7.31 Check or uncheck the check box Reverse Encumbrance
1.7.32 Choose all the Valuation Accounts
1.7.33 Change region to Revision, Lot, Serial
1.7.34 Enter a Starting Revision (any single alphanumeric character)
Any item assigned o this organization, if placed under revision
control will use this value as the first revision.
1.7.35 Choose a Lot Control Uniqueness (Across Items or None)
1.7.36 Choose a Lot Number Generation Level (At organization level, At
item level or User-defined)
1.7.37 Enter a Lot Number Prefix (Any alphanumeric characters)
1.7.38 Enter the total length of the Lot Numbers
1.7.39 Choose the Serial Number Uniqueness (Within Inventory Items,
Within Organization, Across Organizations)
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1.7.40 hoose the Serial Number Generation Level (At item level, At
organization level)
1.7.41 Enter a Serial Number Prefix (any alphanumeric character)
1.7.42 Enter a Starting Serial Number
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The critical information that the system seeks from this
window is the Receiving Account. Without providing an
account you will not be allowed to save. This account is used to
create automatic journal entries when PO receipts are made.
1.8.9
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1.9 Define Unit Of Measures
The UOM definition involves two steps as follows
Define UOM Classes
Define UOM
1.9.3
1.9.4
1.9.5
1.9.6
1.9.7
= 100 KGs
= 1000 KGs
= 0.001 KG
Oracle Inventory
Beginners Guide
1.10 Define Item Attribute Control Levels
One hundred and fifty eight attributes are there for every Item. The way in
which we set the attributes decides the functionality of he item. The
attributes can be controlled at two levels (1) Master and (2) Organization.
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Attributes That Can Be Controlled Only At The Master Level
1. Base Model
2. BOM Item Type
Engineering Item
Preprocessing Lead Time
Processing Lead time
Post processing Lead Time
Cumulative Manufacturing Lead Time
Cumulative Total Lead Time
Fixed Lead Time
Variable Lead Time
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Status Setting of the Key Attributes
In the Status Setting field of the key attributes, you can choose
either Defaults Value or Sets Value. If Defaults Value is selected,
the users will be able to make changes whenever they want. On the
contrary, if Sets Value is selected, a user will not be able to update
the values even at the Master Level.
The window of Attribute Control will be accessible only by a very
high authority of the organization in a real situation.
Status Setting
Usage
BOM Allowed
Build in WIP
Purchasable
Defaults value
Sets Value
None
Once when this template is applied to an item and hen saved, even
from the master organization no body will be able to update the
attribute Build in WIP. If any situation arises in which you want to
update the Build in WIP attribute of the above-mentioned item, you
have to change the Status Setting of Build in WIP to Defaults
Value from the Attribute Control window. The Attribute Control
window will be normally available for a higher authority of an
organization.
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1.12 Define User Item Types
User Item Types are nothing but a label for the item. In a given time when
a user wants to find out the general functionality of an item, it is difficult
to go through all the regions of the item definition window. To save a user
from the difficulty mentioned above, we use a label or name or Item Type
to roughly understand the way in which the attributes are set in general.
By seeing the name, say, Purchased Item we get an idea about the
possible attribute setting of that item. Similarly, by seeing the name, say,
Finished Good we get an idea about the possible attribute setting of that
item. This name or better to say this User Item Type is assigned in the first
window of Item definition.
1.12.1 N Setup Items Item Types
1.12.2 Click on the Lines
1.12.3 If no blank row is available, create one by pressing the keys Ctrl
and Down Arrow together.
1.12.4 Enter a Code for the Item Type
1.12.5 Enter a Meaning for the Code
The word(s) you enter as Meaning will be the word(s) that is
going to be displayed in the LOV of the field named User Item
Type in the Item definition window.
1.12.6 Optionally enter a description
1.12.7 Optionally enter an Effective From date.
1.12.8 Check the check box Enabled
1.12.9 Save
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1.14.1 Items Master Items
1.14.2 Enter a name (code) for the item
1.14.3 Enter a description for the item (mandatory field)
Setting the Attributes by Copying from a User Item Type Template
1.14.4 Special Copy From
1.14.5 Choose the required Template name (Leave the item field blank)
1.14.6 Click on the push button Done
1.14.7 Save
Assigning the Items to Different Organizations
(This must be done in continuation to the step 11.14.7)
11.14.8 Special Organization Assignment (This option in the Special
menu will be available only if the item definition is saved)
11.14.9 The names and codes of all organizations that are coming under
the current item master organization will be there in this window
with a check box to the right of each organization name.
Check the above said check box against all those organization
names to which you want to assign the current item.
11.14.10 Save
Note:
In your organization definition, if any organization other than V1Vision Operations, then you will not find your organization in the
above window.
- No
- No
After ensuring the above attribute setting, you can proceed with the
steps from 11.14.7
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1.16 Define UOM Conversions
You can define two types of UOM Conversions.
Standard Conversions
Item Specific Conversions
Standard Conversions
Standard Conversions are defined between standard UOMs like
Kilogram, Gram, Meter, Centimeter, Each, Dozen etc. As the defined
conversion factors are universally accepted figures, it can be made
applicable to any item.
Standard Conversions can be defined even before defining the item
Assumptions:
Unit of Measure Class
: Weight
UOMs defined for the above class : Gm, Kg, Quintal and Ton
Base UOM
: Kg
StandardConversion factor for:
Gm
= 0.001
Quintal
= 100
Ton
= 1000
1.16.1 N Setup Unit of Measures Conversions
1.16.2 Choose the region Standard
1.16.3 Choose a UOM other than the Base Unit of Measure in the field
Unit. (Gm, Quintal or Ton)
1.16.4 Tab to the field Conversion.
1.16.5 Enter the Conversion factor (for Gm, enter the value 0.001, for
Quintal, enter the value 100 and for Ton, enter the value 1000)
1.16.6 Save
Read the display field at the bottom of the screen
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Item Specific Conversions
Item Specific Conversions can be defined only after defining items.
There will be many situations when you want to use a different UOM for an item
when transacting it. If a different UOM is used, naturally there must be a
relationship established between the involved UOMs. We have already seen that
when standard conversions are defined between different UOMs of the same
class, it is not item specific. It need not be item specific because the conversions
are done between UOMs of the same class and moreover, the used conversion
factors are world wide accepted standards.
Now, let us look into a practical situation where you use a UOM of Box for a
particular item. Here the question is 1 Box = How Many. Even though both the
UOMs involved in this conversion belong to the same class, the answer to this
question can be given only if the item is specified. We can say that if the item A01
is packed into the box, 1 Box = 50 Each. If item A02 is packed into the box, 1
Box = 25 Each. That is, if conversions are defined for non-standard UOMs, they
must be Item Specific.
Now, let us analyze a situation when you want to define a conversion between
UOMs of two different classes. Assume that we want to define conversion
between KG and Cubic Meter. In this case also, we will be able to derive a
conversion factor only if the item is known. So, a conversion between UOMs of
different classes, is also will be Item Specific.
A conversion defined for an item between two UOMs of the same class is known
as Intra Class Conversion.
A conversion defined for an item between two UOMs of different classes is
known as Inter Class Conversion.
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Inter Class Conversions
The conversions of this type are always defined with the primary UOM of the
item.
1.16.7 N Setup Unit Of Measures Conversions
1.16.8 Change region to Inter-class
1.16.9 Choose an item
As soon as you choose the item, in the Source block the Base Unit of the
class to which the items primary UOM belongs will default.
1.16.10 Choose a base UOM of a different class other than the Class to which the
primary UOM of the selected item belongs, in the field named Base
Unit of the Destination block
1.16.11 Choose a conversion factor in the field named Conversion
1.16.12 Save
1.16.13 Move cursor to the next line and repeat steps 1.16.9 to 1.16.12
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1.18.8 Indicate whether the relationship is one way or reciprocal by
checking or unchecking the check box Reciprocal
Color
6 x 24
330
-
A02
1/3
Mono
6 x 36
400
A03
Color
6 x 48
450
A04
Color
300
17
300 x 400
A05
Mono
400
14
600 x 400
A06
Color
400
21
800 x 400
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1.19.12
1.19.13
1.19.14
1.19.15
1.19.16
1.19.17
1.19.24
Thampy Mathew
N Setup Subinventories
Click on the push button New
Enter a name for the Subinventory
Optionally enter description
Check the check box Qty Tracked
Check the check box Asset Subinventory
Check or uncheck the remaining check boxes (Include in ATP,
Allow Reservation, Nettable) as per your requirement.
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1.20.8 Choose a Locator Control option (None, Prespecified, Dynamic
Entry or Item Level)
1.20.9 Optionally enter a Picking Order
1.20.10
Optionally enter the following Lead Times.
Preprocessing,
Processing
Post Processing
1.20.11 Optionally enter the following item Sourcing details
Type
: (Supplier or Inventory)
Organization : (If Type is selected as Inventory, then
optionally choose an organization
Subinventory : (If Type is selected as Inventory, then
optionally choose a Subinventory)
1.20.12
1.20.13
1.20.14
Assign Items
(Continuation)
1.20.15
1.20.16
1.20.17
1.20.18
1.20.19
N Setup Subinventories
Click on the push button New
Enter a name for the Subinventory
Optionally enter description
Uncheck the check box Qty Tracked
As soon as you uncheck the check box Qty Tracked, al the
remaining check boxes will be automatically unchecked.
1.21.6 Change region to Accounts
1.21.7 Choose all the accounts
1.21.8 Save
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Assign Items
(Continuation)
1.21.9 Click on the push button Item/Subinventory
1.21.10
Choose the Item
1.21.11 Move cursor to the next line and choose the next item
1.21.12
Repeat the above step till you finish assigning all the items
1.21.13
Save
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1.24.7 Choose a Container Type from the LOV
1.24.8 Optionally choose the remaining Physical Attributes
1.24.9 Save
Note:
Refer page 190 of the Course Material to find the list of Source Types
and actions that you can choose in steps 1.27.3 and 1.27.4
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1.29 Define Shipping Methods
1.29.1 N Setup Organization Shipping Methods
1.29.2 Enter a Code for the new shipping method
1.29.3 Enter a meaning for the above Code. This meaning that you enter
here will be the value that you are going to get in the LOV
wherever a Shipping Method is to be selected.
1.29.4 Optionally enter a description
1.29.5 Enter an effective From date
1.29.6 Check the check box Enabled
1.29.7 Save
N Setup
Choose the From Organization and Location
Choose the To Organization and Location
Choose the Shipping Method
Enter the number of days that the specified shipping method will
take to transfer material between the organizations mentioned in
steps 1.31.2 and 1.31.3.
1.30.6 Move cursor to the next line and repeat steps 1.31.4 and 1.31.5 till
then Intransit Times for all the possible Shipping Methods are
defined.
1.30.7 Check the check box Default Method only for that Shipping
Method which you frequently used.
1.30.8 Save
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Application
Oracle Purchasing
Oracle Purchasing
Name
PO Super User
Local User
2.0
3.0
Miscellaneous Transactions
3.1
Miscellaneous Receipt
3.1.1
3.1.2
3.1.3
3.1.4
3.1.5
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3.1.6
3.1.7
3.1.8
3.1.9
3.2
Miscellaneous Issue
3.2.1
3.2.2
3.2.3
3.2.4
3.2.5
3.2.6
3.2.7
3.2.8
3.2.9
3.3
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3.3.5
3.3.6
3.3.7
3.3.8
3.3.9
3.3.10
3.4
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and later in a third transaction, the accepted items should be
delivered to the required Subinventory.
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Direct Inter-organization Transfer
3.4.1
3.4.2
3.4.3
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3.4.20 Save
3.4.15 Change organization to the Destination Organization
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Intransit/Standard Inter-organization Transfer
3.4.1
3.4.2
3.4.3
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3.4.21 Save
3.4.22 Change organization to the Destination Organization
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3.4.43 Choose a subinventory name to which you want to deliver the
received item as value for the field named Subinventory
3.4.44 Save
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Intransit/Inspection Required Inter-organization Transfer
3.4.1
3.4.2
3.4.3
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3.4.22 Save
3.4.23 Change organization to the Destination Organization
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3.4.46 Move cursor to the next line if the accepted qty is less than the
received qty
3.4.47 Enter an Action
3.4.48 Choose a status Reject
3.4.49 Enter the qty rejected
The total of the accepted qty and the rejected qty should match
with the qty received
3.4.50 Save
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3.5
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Revision control
Locator Control
Lot Control
Serial Control
The purpose of each type of control and in Oracle Inventory how you can
implement one or two or three or all the four controls on an item shall be
discussed below.
4.1
Revision Control
Revision Control is normally adopted for identifying a modified item. Let
us take the example of an item, Oracle Applications. Even though the
name Oracle Applications remains the same for all the versions, they are
not one and the same. Depending on the version number, the item named
Oracle Applications varies though the difference is marginal in many
cases. Thus, when you want to identify the changes made in an item, you
can place that item under Revision Control.
4.1.1
4.1.2
4.1.3
4.1.4
4.1.5
4.1.6
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Testing
4.1.7
4.1.8
4.1.9
4.1.10
4.1.11
4.1.12
4.1.13
4.1.14
4.1.15
4.1.16
4.2
Locator Control
Locator Control is adopted to find out where exactly the item is lying in a
store. Normally Locator Control is adopted for items smaller in size. The
locators are defined as Row, Rack Bin. You can customize your Item
Locator key flexfield to suit your exact requirement.
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Defining Locators for a Subinventory
4.2.9
4.2.10
4.2.11
4.2.12
4.2.13
Testing
4.2.16
4.2.17
4.2.18
4.2.19
4.2.20
4.2.21
4.2.22
4.2.23
4.2.24
4.2.25
4.2.26
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4.2.32 Change region to Inventory
4.2.33 Choose a value Dynamic Entry in the field named Locator
Control
4.2.34 Save
4.2.35 Do the Testing as mentioned in step 4.2.16 to 4.2.26
4.3
Lot Control
Lot Control is adopted to identify a group of items. If you are a Textile
Manufacturer, the cotton that you receive may be placed under lot control.
Each truckload of cotton may be treated as one lot.
4.3.1
Ensure the following values for Lot Control fields (Revision, Lot,
Serial region) in your organization definition.
Uniqueness : Across Items
Generation
: At Item Level
Prefix
: Enter an alphanumeric character as prefix
Total Length : Enter a value of 4 if you want to generate
three-digit lot number. (The extra 1 is for the prefix)
4.3.2
4.3.3
4.3.4
4.3.5
4.3.6
4.3.7
4.3.8
4.3.9
Testing
4.3.10
4.3.11
4.3.12
4.3.13
4.3.14
4.3.15
4.3.16
4.3.17
4.3.18
4.3.19
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4.3.20 Save
You will see that the system does not allow you to save the
transaction as you have not selected a valid lot number for the
qty received.
4.3.21 Click on the push button Lot/Serial
4.3.22 Click on the push button Generate
You will fin a new lot number appears in the field named Lot
4.3.23 Enter a partial qty of the total received qty, in the field named
Quantity.
4.3.24 Move cursor to the next field
4.3.25 Click on the push button Generate
4.3.26 Enter the remaining qty in the Quantity field
4.3.27 When finished click on the push button Done
Note:
It is definitely not necessary to do steps 4.3.24 to 4.3.26, if you wish to
give the same lot number for all the received qty. In that case, you
have to enter all the received qty in step 4.3.23.
4.4
Serial Control
Serial Number Control is adopted when you want to track individual
pieces of an item. This is generally used for costly items.
4.4.1
4.4.2
4.4.3
4.4.4
4.4.5
4.4.6
4.4.7
4.4.8
4.4.9
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Generating Serial Numbers
4.4.10 N On-hand Availability Generate Serial Numbers
4.4.11 Chose the following parameters for the report
Item
Quantity
4.4.12
4.4.13
4.4.14
4.4.15
Click on OK
Click on the push button Submit
Help View My Request
Click on the push button Find
See that the server processed your request
Testing
4.4.16
4.4.17
4.4.18
4.4.19
4.4.20
4.4.21
4.4.22
4.4.23
4.4.24
4.4.25
4.4.26
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Suppose you are receiving 100 items, you must ensure that 100
or more serial numbers are generated before trying to receive
the item.
4.4.34 Save
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5.0
Inventory Planning
5.2
Min-Max Planning
Min-Max planning is generally adopted for items, which are regularly
purchased. Say, for example, let us consider the purchase of bearings, vbelts etc. The consumption of these types of items will be more or less
same every month. So, you can fix a minimum and maximum stock level
for these items considering the consumption level.
Once an item is placed under Min-Max Planning, you can make
arrangement to create purchase requisitions automatically when the items
on-hand qty falls below the minimum level fixed for the it.
You can do the Min-Max planning for Buy items as well as Make items. If
a Buy item is placed under Min-Max Planning, you can do the planning to
generate purchase requisitions at two levels, viz Organization Level and
Subinventory Level.
If a Make item is placed under Min-Max Planning, the system creates WIP
Discrete Jobs instead of purchase requisitions. Min-Max Planning for a
make item can be done only at Organization Level
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Create Purchase Requisition Automatically
Ensure that the on-hand qty of the item is well below the MinMax minimum qty.
5.1.1.12 Help View My Request
5.1.1.13 Click on the push button Find
5.1.1.14 Click on the push button Submit a New Request
5.1.1.15 Choose the report Min-Max Planning Report
5.1.1.16 Select the following parameters for the report
Planning Level
: Organization
Item Selection
: Items under minimum quantity
Items
From : Choose your item
To
: Choose the same item
Restock
: Yes
Include PO Supply : No
Include WIP Supply : No
Include Interface Supply : No
5.1.1.17 Click on OK
5.1.1.18 Click on the push button Submit
5.1.1.19 Click on No
5.1.1.20 Click on the push button Refresh till then your request is
processed by the server.
5.1.1.21 Click on the push button View Output
5.1.1.22 Click on the push button Next
You must see that all the relevant data have come there.
Note:
When you run the Min-Max Planning Report, the data
required to generate a purchase requisition are transferred to
the Interface Tables. These data will be converted into a
purchase requisition only when you do Requisition Import
from Oracle Purchasing.
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5.1.1.23 Switch Responsibility to Purchasing
5.1.1.24 Help View My Request
5.1.1.25 Click o the push button Submit a New Request
5.1.1.26 Choose the report Requisition Import
5.1.1.27 Select the following parameters for the report
Import Source
: INV
Group By
: Item
5.1.1.28 Click on OK
5.1.1.29 Click on the push button Submit
5.1.1.30 Click on No
5.1.1.31 Click on the push button Refresh till then the server
process your request.
5.1.1.32 Click on the push button View Output
You must see the message requisition created.
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Create Purchase Requisition Automatically
Ensure that the on-hand qty of the item in the above
Subinventory is well below the Min-Max minimum qty.
5.1.2.12 Help View My Request
5.1.2.13 Click on the push button Find
5.1.2.14 Click on the push button Submit a New Request
5.1.2.15 Choose the report Min-Max Planning Report
5.1.2.16 Select the following parameters for the report
Planning Level
: Subinventory
Subinventory
: Choose the Subinventory
Item Selection
: Items under minimum quantity
Items
From : Choose your item
To
: Choose the same item
Restock
: Yes
Include PO Supply : No
Include WIP Supply : No
Include Interface Supply : No
5.1.2.17 Click on OK
5.1.2.18 Click on the push button Submit
5.1.2.19 Click on No
5.1.2.20 Click on the push button Refresh till then your request is
processed by the server.
5.1.2.21 Click on the push button View Output
5.1.2.22 Click on the push button Next
You must see that all the relevant data have come there.
Note:
When you run the Min-Max Planning Report, the data
required to generate a purchase requisition are transferred to
the Interface Tables. These data will be converted into a
purchase requisition only when you do Requisition Import
from Oracle Purchasing.
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Your Employee name is attached to your User name
You have bee defined as a Buyer
5.1.2.23 Switch Responsibility to Purchasing
5.1.2.24 Help View My Request
5.1.2.25 Click o the push button Submit a New Request
5.1.2.26 Choose the report Requisition Import
5.1.2.27 Select the following parameters for the report
Import Source
: INV
Group By
: Item
5.1.2.28 Click on OK
5.1.2.29 Click on the push button Submit
5.1.2.30 Click on No
5.1.2.31 Click on the push button Refresh till then the server
process your request.
5.1.2.32 Click on the push button View Output
You must see the message requisition created.
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5.1.3.11 Optionally enter the Fixed Lot Multiplier
5.1.3.11 Save
5.1.3.12 N Items Master items
5.1.3.13 F11, Enter the Item Name, Ctrl + F11
5.1.3.14 Change region to Purchasing
5.1.3.15 Uncheck the check box named Purchasable
5.1.3.16 Save
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5.2
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5.2.2.19 Choose the Bucket Type (Days)
5.2.2.20 Choose the starting date of your demand in the field
named (From) Date
5.2.2.21 Choose the last date of your demand in the field named
End Date
5.2.2.22 Enter your demand in the field named (Current) Quantity
The Quantity you enter here is the requirement per bucket.
Say, for example, if your Bucket Type is selected Days and you
entered a qty of 70 means that your demand for the item is 70
per day. If the selected Bucket Type is Weeks and if you entered
a Qty of 70, means that your demand for the item is 70 per
week or 10 per day.
5.2.2.23 Optionally enter a Confidence Percent
The Confidence Percent represent the accuracy of Forecast. If
you entered a Qty of 100 and a confidence Percent of 90, the
actual demand will be considered as 100 (100 x 90/100) = 90.
5.2.2.24 Close the window
5.2.2.25 Click on the second line and repeat steps 5.2.2.18 to
5.2.2.23
5.2.2.26 Close the Details window
5.2.2.27 Close the Forecast Items window.
5.2.2.28 Click on the second Forecast name
5.2.2.29 Repeat steps 5.2.2.14 to 5.2.2.25
5.2.2.30 Save
Note:
One Forecast Set can contain multiple Forecasts, A Forecast
can be used to define the demand for specific period of a year
or to define the demand for a particular region of sales.
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5.2.3.5 Enter the Qty that you want as Safety Stock
5.2.3.6 Save
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5.2.4
:
: Inventory item
: Full Listing
: Enter your item
: enter the same item selected above
: Choose the current date
: Enter todays date or a date ahead
of todays date
: Yes
: Choose a Forecast name
5.2.4.5 Click on OK
5.2.4.6 Click on the push button Submit
5.2.4.7 Click on No
5.2.4.8 Click on the push button Find
5.2.4.9 Click on the push button Refresh till then your request is
processed by the Server.
5.2.4.10 Click on the push button View Output
5.2.4.11 Click on the push button Next
You must see that all the relevant data are available here.
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5.2.5.4 Choose the report named Requisition Import
5.2.5.5 Choose the following parameters for the report
Import Source
Group By
: INV
: Item
5.2.5.6 Click on OK
5.2.5.7 Click on the push button Submit
5.2.5.8 Click on No
5.2.5.9 Click on the push button Find
5.2.5.10 Click on the push button Refresh till then your request is
processed by the Server
5.2.5.11 Click on the push button View Output
You must get the message requisition created
from
the
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5.3
Replenishment
The Replenishment is normally used to replenish Expense Subinventories.
You can use this feature to replenish Asset Subinventories also. The
Expense item, while assigning them to an expense subinventory can be
placed under Min-Max Panning as usual. In the example give below, it is
assumed that the item is not under Min-Max Planning.
5.3.1
5.3.2
5.3.3
5.3.4
5.3.5
5.3.6
5.3.7
5.3.8
5.3.9
5.3.10
5.3.11
: INV
: Item
5.3.20 Click on OK
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5.3.21 Click on the push button Submit
5.3.22 Click on No
5.3.23 Click on the push button Find
5.3.24 Click on the push button Refresh till then your request is
processed by the Server
5.3.25 Click on the push button View Output
You must get the message requisition created
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5.4
Kanban
5.4.1
5.4.2
5.4.3
5.4.4
5.4.5
5.4.6
5.4.7
5.4.8
5.4.9
5.4.10
5.4.11
5.4.12
5.4.13
5.3.20
5.3.21
5.3.22
5.3.23
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: INV
: Item
Click on OK
Click on the push button Submit
Click on No
Click on the push button Find
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5.3.24 Click on the push button Refresh till then your request is
processed by the Server
5.3.26 Click on the push button View Output
You must get the message requisition created
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6.0
Accuracy
In any organization, due to missing transactions or inaccurate entries of
transactions, there will be every possibility for differences in the system on-hand
quantities and the actual quantities lying in the Subinventory. In order to correct
the differences, people physically count the items and correct the system on-hand
quantities periodically. This we generally call as Stock Taking. Oracle Inventory
is capable of managing the Stock Taking in two ways. The two ways are (1) Cycle
Counting and (2) Physical Inventory
(1) Cycle Counting
Instead of counting all the items simultaneously, you can plan and count only a
few items every day or every week. For doing Cycle Counting of an item, you
must set the item attribute Enable Cycle Counting to Yes. Normally high value
items are placed under Cycle Counting.
For planning the number of times an item to be counted per year, you can use an
ABC compile.
(2) Physical Inventory
In Physical Inventory you will have to count all the items. This is equal to the
Half Yearly or Annual Stock Taking of an organization.
6.1
ABC Analysis
A complete ABC Analysis includes the following
Oracle Inventory
Beginners Guide
6.1.5
6.1.6
6.1.7
6.1.8
6.1.9
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Define ABC Classes
6.1.11
6.1.12
6.1.13
6.1.14
6.1.15
6.1.16
6.1.17
6.1.18
Note:
You can enter any number of classes. Need not to limit to only three
classes named A, B and C.
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6.1.33 Repeat steps 6.1.31 and 6.1.32 till all the items are assigned.
6.1.34 Save
6.2
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Generate automatic schedule requests
Generate cycle count requests
Cycle count listing
6.2.29 Click in the field Parameters of the first report and enter the
following parameters.
All Cycle Counts
: No
Cycle Count Name : Choose your cycle count name
Include Control Items : No
6.2.30 Click on OK
6.2.31 Click in the field Parameters of the second report and enter the
following parameters.
All Cycle Counts
: No
Cycle Count Name : Choose your cycle count name
Include Control Items : No
6.2.32 Click on OK
6.2.33 Click in the field Parameters of the third report and enter the
following parameters.
All Cycle Counts
: No
Cycle Count Name : Choose your cycle count name
Include Control Items : No
6.2.34
6.2.35
6.2.36
6.2.37
6.2.38
Click on OK
Click on the push button Submit
Help View My Request
Click on the push button Find
Click on the push button Refresh till then the server process your
request.
6.2.39 Click on the report name Cycle Count Listing
6.2.40 Click on the push button View Output
You must see the items scheduled for cycle counting
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6.2.44 Enter the counted quantities for all the listed items in the field
named Quantity
6.2.45 Save
6.3
Physical Inventory
A complete Physical Inventory involves the following actions
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Take a Snapshot of System On-hand Quantities
6.3.8
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Enter the quantities recorded in the Tag in the System
6.3.26
6.3.27
6.3.28
6.3.29
6.3.30
6.3.31
Launch Adjustments
6.3.37
6.3.38
6.3.39
6.3.40
6.3.41
6.3.42
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7.0
Inventory Costing
Costing is broadly classified into Standard Costing and Average Costing. Under
Standard Costing, you will have to manually define the item cost. The system will
not generate the cost by averaging the PO prices.
In Average Costing, you need not define the Item Cost. The system will
automatically generate the Cost by averaging the PO prices.
If BOM and WIP are installed, you cannot adopt Average Costing. The only
option you can select is Standard Costing. (The Costing Method for an
organization is selected in the organization definition.) Because of this reason, we
will discuss only the things that you are supposed to do under Standard Costing.
Using Oracle Inventory is installed you can do the Inventory Costing. In
Inventory Costing, you can define and update the item costs. If Inventory and
BOM are installed, you can find out the Expected Cost of manufacturing of an
item. If Inventory, BOM and WIP are installed, you can find out the Actual Cost
of manufacturing of an item.
7.1
Cost Elements
The following are the Cost Elements
These elements are standard you cannot add or remove the above stated
Cost Elements. But, for each Cost Element, you can define as many Subelements as you like. When you define a Sub-element, you have to specify,
for which Cost Element you are defining the Sub-element.
7.2
Cost Sub-elements
Sub-elements are containers to hold a piece of cost of cost of a particular
Cost Element. For example, you can have two Sub-elements named Order
Cost and Unloading Cost for the Element Material of a particular item.
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Material Sub-element
7.2.1
7.2.2
7.2.3
7.2.4
7.2.5
Overhead Sub-element
7.2.6
7.3
Cost Types
Cost Types are logical containers for holding the cost of an item. A Cost
Type is made up of certain or all Cost Elements and their corresponding
Sub-elements. It should be note that the values of cost are held by Subelements and not by Cost Elements. Even if there is only one piece of cost
for a particular Cost Element, say, Material, you have to define a Material
Sub-element for holding that piece of cost.
Oracle Inventory provides two predefined Cost Types. (1) Frozen and (2)
Current. Frozen is used as the Default Cost Type under Standard Costing
and Current is used as the Default Cost Type under Average Costing.
Under standard costing, we have seen that the item cost is defined
manually by a user. This will necessitate to updating the cost of an item
periodically. The updation cannot be done directly by changing the values
once after transacting the item. What you have to do for updating the cost
of an item is to create a separate set of costs under a different Cost Type
and then update the original cost from the new Cost Type created. Now the
item is having two Cost Types associate with it. One is the running cost
held by the Default Cost Type (Frozen) and the other is the cost held by
another Cost Type created for updating the Default Cost. In this way you
can create any number of costs for an item using different Cost Types.
Afterwards, if you want, you can compare the costs of different Cost
Types.
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Suppose you have created Cost Types named Cost 2000, Cost 2001 for
holding the item costs of the year 2000 and 2001. You used this Cost
Types to update the Default Cost Type (Frozen) in the years 2000 and
2001. Now, you got three Cost Types with values in it. You can now make
comparison among the costs of 2000 and 2001.
7.3.1
7.3.2
7.3.3
7.3.4
7.3.5
7.3.6
7.4
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7.4.13 Choose a Basis Lot
7.4.14 Enter a Rate or Amount
The entered value will be divided by the Lot Size entered in step
7.4.4 to derive the Unit Cost due to this sub-element.
7.4.15 Move cursor to the next line
7.4.16 Repeat steps 7.4.11 to 7.4.14
7.4.17 Save
7.5
Click on OK
Click on the push button Submit
Help View My Request
Click on the push button Find
Click on the push button Refresh till then the Server processes
your request.
Testing
7.5.8 N Costs Item Costs
7.5.9 F11, Enter the item name, Ctrl + F11
7.5.10 Keep the cursor in the Cost Type Frozen and click on the push
button Open
7.5.11 Click on the push button Views
You must see that the item cost is changed.
7.6
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You can now see the various costs under different Cost Types
8.0
9.0
Checking ATP
You can check ATP for an item from inventory with different ATP Rules. By using
different ATP Rules you can find out the supply level by including/excluding
Supply and Demand Sources of your choice.
9.1
9.2
9.3
9.4
9.5
9.6
9.7
9.8
9.9
9.10
9.11
Creating a Document
10.1
10.2
10.3
N Setup Attachments
Enter a Description for your document (mandatory field)
Choose a Data Type
Short Text for text below 2000 characters
Long Text for text above 2000 characters
Image for pictures
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10.4
10.5
10.6
10.8
10.9
10.10
10.11
10.12
10.13
Deleting an Attachment
10.15
10.16
10.17
10.18
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transaction date is the accounting date with a line for line transfer. When summary
entries are passed with two periods open, and a transfer date is entered in the
second period, the transfer process assigns an end date to period one for all the
summarized transactions in period one, and assigns the entered transfer date for
the summarized transactions in period two.
Using Journal Import and Post Journal Process in GL, this information can be
posted to GL.
11.1
Note:
You cannot close a period if any prior period(s) is open. That is, if the period
Jan 2001 is open, you cannot close the period Feb 2001. First you have to
close Jan 2001 and then Feb 2001
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