Inventory Basic Setup Labs v1.2

Oracle Inventory Basic Setup Labs
E-Business Suite R12.2.6

VERSION 1.2 | JUNE 2017
Document Control
_____________
Change Record
Date Author Version Change
Reference
15-Jun-2017 SP Sudi Version 1.2 Version 1.1
Kalyani Jayagopu
Surya Maddula
09-Nov-2008 Daniel Newman, Version 1.1 Version 1.0
Rodrigo Castro
12-Dec-2005 Edgar Arroyo Version 1.0 No Previous

Document
Reviewers
Name Position
Steven.V.Cooper Support GCS
Michael.Schubert Support GCS
Distribution
Name Location
Global Customer Support (GCS) Global Inventory Wiki
Edgar Arroyo Project Manager
INVENTORY_BASIC_SETUP_LABS_V1.2
PREFACE
These labs were prepared to demonstrate basic Inventory functions. They were developed to assist an
application support analyst by:
» Introducing navigation through Inventory application forms

» Listing initial step by step instructions for data entry within the Inventory application to familiarize the
features and functions of common Inventory movements and application maintenance.
» Demonstrating various support tips for Oracle Applications, while performing common form functions
such as using the “List of Values” feature, submitting concurrent requests, and general System
Administrator functions (System Administrator Responsibility)
» Performing common inventory functions that all customers perform, such as defining and
maintaining items, issuing and receiving stock (items) into inventory, and performing stock (item)
replenishment.
» Reinforcing Inventory concepts and functional issues that were discussed during class lectures
» As a source of reference for future support issues that may arise.
Experiment with the application, perform various test scenarios, change an item attribute, initialize a
cycle count in a different fashion or define items with greater inventory controls.
The Labs can be performed on any release instance that has the Vision Demonstration Database
installed. However, several of the labs may not be able to be completed due to the flexibility of
implementing Oracle Applications. Examples would be
» Different item attribute settings

» Different organization parameters
» Data that may not exist
Typographic Conventions Used in Oracle Application Navigation Paths in this document
» (N) Inventory > Move Orders >Transact Move Order > Enter the Mover Order Number >Find (B)
This simplified path translates to the following:
» Choose Inventory Responsibility >From the Navigator window > Go to Move orders Transact Move
order form .Then Enter the Move order number and Click / Select and press the find button.
Notations used in this document
» (N) = Navigator
» (M) = Menu
» (T) = Tab
» (B) = Button
» (H)= Hyperlink
» (ST) = SubTab
If you find any inconsistencies or have any questions, please email edgar.arroyo@oracle.com
Table of Contents
Prerequisite 1 Create a Unique User Name 1
Prerequisite 2 Create a Unique Person 2
LAB 1 Inventory Structures 5
LAB 1.1 Organization Data Collection 14
LAB 2 Units of Measure 18
LAB 3 Status Codes 21
LAB 4 Item Attribute Controls 28
LAB 5 Categories and Category Sets 30
LAB 6 Item Templates & Item Copy 43
LAB 7 Item Catalog Groups 47
LAB 8 Item Relationships 53
LAB 9 Item Searches 58
LAB 10 Inventory Controls- Item Locators 64
LAB 11 Inventory Controls: Item Revision 73
LAB 12 Inventory Controls: Lot Control 77
LAB 13 Inventory Controls: Item Serial numbers 81
LAB 13.1 Inventory Analyzer 92
LAB 14 Creating Custom Transaction Sources Types 98
LAB 15 Performing Inventory Transactions 103
LAB 16 Receiving Transactions 110
LAB 17 Return To Vendor 116
LAB 18 ABC Analysis 119
LAB 19 Cycle Counting 124
LAB 20 Physical Inventories 139
LAB 21 2nd Day Cycle Counting 145
LAB 22 Forecast and Forecast Sets 154
LAB 23 Reorder Point Planning 163
LAB 24 Min-Max Planning 167
LAB 25 Available to Promise (ATP) 179
Prerequisite 1 Create a Unique User Name
Open the Application URL in explorer and log in with the existing user name and password.
1. (N) System Administrator > Security> User> Define

 User Name = <your first initial last name> (no spaces); for eg Jack Smithe would use Jsmithe
 Password = <Enter your password>
2. Place the cursor in the Responsibility Field and enter the responsibility to be added.
To add another responsibility just select the next row or Select Add new record (+ Icon on left hand
side corner top)
Select the following Direct Responsibilities.
 Inventory, Vision Operations
 Manufacturing and Distribution Manager
 Purchasing
 System Administrator
 US HRMS Manager
1 | INVENTORY_BASIC_SETUP_LABS_V1.2
You may also add any other responsibilities you need at a later point of time
3. Save (Ctrl+S)
4. Log completely out of Oracle Applications and Oracle E-Business Suite and login with the new user
name. You will be required to change the password the first time you login with the newly created user
name.
Prerequisite 2 Create a Unique Person
1. (N) US HRMS Manager > People > Enter and Maintain

2. (B) Select and Press “New “Button
3. In the People window, enter the following field values:
Last = <your last name>
First = <your first name>
4. Gender <your gender>
5. Action = Create Employment
6. Person Type for Action = Employee
7. Social Security = <enter any 9 digit number>
8. Date of Birth = <Enter any date>
9. Save
10. (B) Select and press “OK “Button
11. (B) Select and press “Address “button
Enter information for the following fields:
12. Address
13. City
14. State
15. Zip
16. Effective Date = accept default
17. Save and Close the address window
18. (B) Select and press “Assignment “ button
Enter these values for your assignment:
19. Organization = Vision Operations
20. (B) Select and press “Update” button and then press the “OK “button
21. Enter Job = MGR500.Manager
22. Enter Location = V1 – New York City
23. Status = Active Assignment
24. Select the Statutory Information sub-tab and enter the following information:
25. Government reporting Entity = Vision Services

26. 13. (B) Select OK Button
27. Save. When promoted “Do you want to use the location of the new organization?”
Click Yes. Close the People-related windows.
Attach the Person to User Name
 Switch responsibilities to System Administrator.
 (N) System Administrator> Security> User > Define
 In the Username field query for the username you defined

 In the Person field, find your name. Hint: Type % Your Last Name% then use the TAB button.
Save (Ctrl+S)
LAB 1 Inventory Structures
Switch Responsibility to “Manufacturing and Distribution Manager”.
 Select File Menu, Select Switch Responsibility.

 Select “Manufacturing and Distribution Manager” from the List of Values (LOV).
1. Create a Location for new Inventory Organization which is going to be created below
(N) Inventory > Setup> Organizations> Locations
Enter the details as below.
 Name: XX-Location1
 Description: Inventory Location Test
 Address Details TAB:
 Enter Address: Enter all Mandatory Fields.
 (B) Select and press “OK” button
 (T) Select Shipping Details Tab and accept all defaults
 (T) Select Other Details Tab and No information to enter here
 Save (Ctrl-S)
2. Create New Organizations
(N) Inventory> Setup> Organizations> Organizations
Select New (A) button
Enter Organization Details:
 Name: XX-Organization1
 Type: Plant
 Location: XX-Location1
 Internal or External: Internal
 Save (Ctrl-S)
 Capture Organization id:

 Keep cursor is in the Name field and then click Help>Diagnostics>Examine. Change the Field
to ORGANIZATION_ID and note the value for later use in the lab.
 3. Enter Organization Classification
 (N) Inventory> Setup> Organizations> Organizations
 Enter Organization Name (XX-Organization1) in the Find Organization window
 (B) Click Find button
 Under Organization Classifications Section, put your cursor in the Name field.
 Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of
the field)
 Select enabled checkbox
 Save (Ctrl-S).
 (B) Select the “Others” button.
 Select the Accounting Information from the list of values (LOV)
 Enter the Accounting Information
 Enter Primary Ledger, Legal Entity, and Operating Unit = (Vision Operations)
 (B) Select “Ok” button.
 Save (Ctrl-S)
 (B) Select “OK” button
Select the ‘Others’ (B)

Select Inventory Information from the list of values (LOV)
Enter Inventory Information as follows
Organization Code = XXX

Item Master Organization = Vision Operations (V1)
Calendar – Vision01
 Under the Costing Information Tab:

 Costing Method = Standard
 Transfer to GL = Yes
 Enter Valuation Accounts:
 Material Account: 01-000-1410-0000-000
 Outside Processing: 01-000-1450-0000-000
 Material Overhead: 01-000-1420-0000-000
 Overhead: 01-000-1430-0000-000
 Resource: 01-000-1440-0000-000
 Expense: 01-520-7530-0000-000
 Under the Revision, Lot, Serial And LPN Tab:

 Serial Control uniqueness = within inventory items
 Enter Serial Number Prefix <XX>
 Enter Starting Serial Number, 000001
In the ‘Other Accounts’ (T) enter all the required accounts
 Receiving Accounts:
 Purchase Price Variance: 01-520-5210-0000-000
 Invoice Price Variance: 01-520-5220-0000-000
 Inventory AP Accrual: 01-000-2220-0000-000
 Profit and Loss Accounts:
 Sales: 01-520-4110-0000-000
 Cost of Goods Sold: 01-520-5110-0000-000
 Other Accounts:
 Deferred COGS Account: 01-520-1415-0000-000
Save (Ctrl-S).
4. Define Sub inventories
 (N) Inventory >Setup>Organizations>Subinventories
 Select the Organization (XXX)
 Select the “New” button
 Name: XX-SUBINV1
 Description: XX-(your Name)
 Locator Control: At Item Level
 Note: Accept all other field defaults
Save (Ctrl-S).
Create 2 more subinventories XX-SUBIN2 and XX-SUBINV3 by repeating the above steps in the same
organization where you will be doing all the labs.
LAB 1.1 Organization Data Collection
Run the Organization Data Collection to get all the information about an organization.
Reference: Doc ID 463601.1
Navigation:
 Switch the responsibility to ‘Application Diagnostics’

 Select Diagnose
 Select the “Select Applications” Tab
 Select search by drop down and select Application Short Name from the list of values and
press tab key in the key Board.
 Enter “INV” and press the Go (B).
 Check the box next to INV and click the Select button on the right side Top of the Screen.
 Expand the Setup section.
 Select the check box next to Organization Data Collection and Select the Execute Button at
the bottom of the screen.
Fetch the ‘organization_id’ by running the below query
 select organization_id from mtl_parameters where organization_code=’&your org code’

 (or)
 Get the Org Id that was noted during Organization Setup.
 Enter the organization id fetched above in ‘Orgid’ parameter
 Select Submit button on the top right side.
(B) Select Submit.
Request is completed. You can either view or download the report
The report shows all the setup information about the organization.
LAB 2 Units of Measure
1. Define a Unit of Measure class and new base Unit of Measure (UOM) for your UOM class. This new
base UOM will then be used as a default for items you will be defining in later labs.
(N) Inventory >Setup > Units of Measure>Classes
Select the Plus Sign Icon at the top left to add a new UOM Class
Note: By entering XX-Each in the base unit field, you have effectively just defined a new UOM.
 Name: XX-QTY
 Description: XX Quantity
 Base Unit: XX-Each
 UOM: EXX
Save (Ctrl S)
Close the form.
2. Add non-base units of measure for your new UOM class, XX-Qty.
(N)Inventory >Setup>Units of Measure> Units of Measure
Select the Plus Sign Icon at the top to add a new row
 Name: XX-Dozen
 UOM: DXX
 Description: XX-Dozen XX-QTY
 Class: XX-QTY
Save (Ctrl-S)
Select the Plus Sign Icon at the top to add another new row
 Name: XX-Gross
 UOM: GXX
 Description: XX-Gross XX-QTY
 Class: XX-QTY
 Save (Ctrl-S)
Close the Unit of Measure form.
3. Add conversion rates between your base unit of measure and your 2 non-base units of measure.(N)
Inventory >Setup>Units of Measure>Conversions
Add conversions between your base unit and non-base units.
Select the next open row to add a new conversion

 Choose your non-base unit of measure for XX-Dozen, and enter the appropriate conversion
rate:- Use List of Values (LOV) icon and select XX-Dozen, OR
 Use the CTRL L key to display List of Values (LOV) and select XX-Dozen, OR enter a partial
value and the use the <tab> key to display the List of Values (LOV) and select XX-Dozen
 Enter the conversion rates for dozen – 12
 Add another UOM Conversion by clicking in the next open row
 Choose your non-base unit of measure for XX-Gross, and enter the appropriate conversion
rate:
- Use List off Values (LOV) icon and select XX-Gross, OR
- Use the CTRL L key to display List of Values (LOV) and select XX-Gross, OR
- Enter a partial value and the use the <tab> key to display the List of Values (LOV) and select
XX-Gross
Enter the conversion rates for gross = 144
Save (Ctrl-S)
LAB 3 Status Codes
1. Define a new Status Code for your items. Items that will be defined using this status code will
always
Have the following attributes enabled:
 To be allowed to be placed on a Bill of Material

 To be available to be the purchasing module
 To be Stockable in Inventory
 To be transactable in Inventory
(N) Inventory >Setup>Items>Status Codes
 Name: XX-Status
 Description: XX My new status
(Tab to move to each attribute. Clicking on the CHECK BOX sets the attribute control
value=YES.)
BOM Allowed Yes

Build in WIP No
Customer Orders Enabled No
Internal Orders Enabled No
Invoice Enabled No
Transactable Yes
Purchasable Yes
Stockable Yes
Save (Ctrl-S)
2. Define a new item called XX-item
(N) Inventory>Choose your org >Items>Master Items
Note: Organization M1 was used for all the labs from here. You should be doing in the organization you created.
 Name: XX-Item1
 Description: XX-My item1
 (M) Click “Tools” on the top Menu

 Select “Copy From”
 Template: “Purchased Item” (use the List of Values (LOV) icon)
 Use the CTRL L keys OR
 Enter a partial value and press the tab to display a list to choose from)
 (B) Select “Apply,” then “Done”
 Should you be asked for your Units of Measure (UOM) select <XX-Each>.
3. Change the “Item Status” item attribute from its current value to your new status code, XX My new
status
 From the “Main” region put your cursor on the Item Status field
 Select the icon for List of Values OR
 Use the CTRL L keys OR
 Enter a partial value and press the tab to display a list to choose from.
 Choose XX My new status
Save (Ctrl+S)
Determine some of your item attributes.

(M) From the top menu> Tools > Find Attributes” OR Choose the appropriate attribute group
from the Alternative Region, and write down the values for
Select the Right Arrow to see the Alternative Regions Like “Order Management”, “Invoicing”
The following item attributes:
Group Item Attribute Value

Main Item Status XX My new status
Inventory Transactable Yes
Stockable Yes
Order Management Customer Orders Enabled No

Internal Orders Enabled No
Invoicing Invoice Enabled No
Work In Process Build in WIP No
4. Assign your new item to XX-Organization1 (XXX) and Seattle Manufacturing (M1).
Left side of the window .Select the Organization Assignment Tab.
Enable Assigned check box for Org XXX , M1 and M2
Save (Ctrl-S)
(N) Inventory > Choose your org > Items>Organization Items
Enter the Item information.
Item: XX-item1
(B) Select and press the ‘Find’ button
(M) From the organizational item form, select “Tools” on the top Menu
Select “Item costs”
Item: XX-item1
(B) Click the Find button
When the Item cost Summary form appears,
(B) Select the ‘Costs’ button

You may receive a forms error pop up box stating:
“FRM-40350: Query caused no records to be retrieved
Add the following:

 Cost Element: Material
 Sub element: Material
 Basis: Item
 Rate or Amount: 5
Save (ctrl S)
You can also navigate to the ‘Item Costs’ form by:

(N)Inventory >Choose your org > Costs>Item Costs
LAB 4 Item Attribute Controls
Determine the attribute group name and the control level (Master\ Organization) of the following
Attributes settings for your Organization (XX-Organization1)
(N) Inventory >Choose your org> Setup>Items>Attribute Controls
Attribute Name Group Name Controlled At
Lot Control Inventory Org Level
Inventory Item Inventory Master Level
BOM Item Type Bills of Material Master Level
Cost of Goods Sold Account Costing Org Level
Customer Ordered Order Management Master Level
Inspection Required Purchasing Org Level
Min-Max Maximum Quantity General Planning Org Level
1. Query your item XX-item1 in the master organization Vision Operations (V1) :
(N)Inventory > >Choose the master org V1> Items>Master Items
Query the item .Enter (F11).
 Key in item number: XX-item1 (OR) enter a partial value and the wildcard character (%)–XX-
%% and then use the down arrow key until item
 XX-item1 is displayed in the item name field.
 Query run (Ctrl F11)
 From the “Main” region get the Item Status code: XX My new status
 From the alternative regions choose the appropriate region to display and then record the
values of the
Following item attributes (if the box is checked, consider the attribute “Enabled” or set to “Yes”; if
Unchecked, consider the attribute “NOT enabled” or set to “No”).
Attribute ALT Region Value
User Item Type Main purchased item

Inventory Item Inventory Yes
Lot Control Inventory No Control
Costing Enabled Costing Yes
Purchasable Purchasing Yes
Inv. Planning Method General Planning Not Planned
WIP Supply Type Work in Process Assembly Pull
Default Shipping Org Order Management Null
1. Determine the actual item attribute values for item XX-item1, in the organization created.
Select “Change Organization-MRP” and select the new org XX-Organization1.
(N) Inventory >Items>Organization Items
Item: XX-item1
(B) Select and press the “Find” button
Attribute ALT Region Value
User Item Type Main purchased item

Inventory Item Inventory Yes
Lot Control Inventory No Control
Costing Enabled Costing Yes
Purchasable Purchasing Yes
Inv. Planning Method General Planning Not Planned
WIP Supply Type Work in Process Assembly Pull
Default Shipping Org Order Management Null
LAB 5 Categories and Category Sets
(N) Inventory > Choose your org> Setup > Flex fields > Key > Values
Note: Organization M1 was used for demonstration
Title: Item Categories

Segment: Family
These are predefined
Note: Family needs to be Independent
Under Values, Effective (Select the Green + Icon on left top side window to add a new row)
Enter:
 Value: XX-CAR
 Description: XX-Car
 Enabled Check box: Yes
Add another row.

Enter:
 Value: XX-CHAIR
 Description: XX-Chair
Add another row.
Enter
 Value: XX-DESK
 Description: XX-Desk
Save (Ctrl+S)
Close the form.
Note: After closing the form, a request called “Compile value set hierarchies” will be spawned. Need to
wait for this to complete before continuing. Navigate to View in the tool bar and select Requests.
(N) Inventory > Setup > Flex fields > Key > Values
Enter the following

 Title: Item Categories (Predefined)
 Segment: Class (Predefined)
 Note: Class segment needs to be Dependent
Enter the “XX-CAR” in the Independent Value Field.

Enter:
 Value: XX-BROWN
 Description: XX-Brown
 Enabled Check Box: Yes
Save (Ctrl-S)
Close the Form.
Note: after Close the form, a request called “Compile value set hierarchies” will be spawned. Need to
Add Another Value:

Enter the following
 Note: Class segment needs to be Dependent
 Enter the “XX-CHAIR” in the Independent Value Field.
 Click Find
Enter the following:
 Value: XX-BROWN
 Description: XX Brown
Save (Ctrl-S)
Close the Form.
Add Another Value:
Enter the following

Note: Class segment needs to be Dependent
Enter the “XX-DESK” in the Independent Value Field.
Enter the following:
 Value: XX-BROWN
 Translated Value : XX-BROWN
 Description: XX-Brown values
Save (Ctrl-S)
Close the Form.
1. Define 3 new categories
(N) Inventory >Choose your organization>Setup>Items>Categories>Category Codes

(B) Select the “New”
Enter:
 Structure Name: Item categories
 Category: (Select the “Edit” icon to open the Item Categories key flex field window)
Note: you have to click in the Category Field before clicking the Edit icon.
 Family: XX-DESK
 Class: XX-BROWN
 (B) Select the OK

 Description: XX-Brown desk
Save (Ctrl-S)
Select the Green + Icon on left top side window to add a new row, now add your second category
code.
Structure Name: Item categories

Category: (Select the “Edit” icon to open the Item Categories key flex field window)
 Family: XX-CAR
 Class: XX-BROWN
(B) Select the “OK” button
Description: XX-Brown car
Save (Ctrl-S)
Select the Green + Icon on left top side window to add a new row, now add your third category code.
 Structure Name: Item categories

 Category: (Select the “Edit” icon to open the Item Categories key flex field window)
 Family: XX-CHAIR
 Class: XX-BROWN
 (B) Select the “OK” button

 Description: XX-Brown car
Save (Ctrl-S)
Close the form.
2. Define a Category Set and include your 3 new category codes as the only valid categories you can
use when you assign items to your category set.
(N)Inventory >Choose your organization>Setup>Items>Categories>Category Sets
 Name: XX-SET
 Description: Test Items Set
 Flex Structure: Item Categories
 Controlled at: Org Level
 Default Category: % <tab> (choose one of your categories you defined)
 Enforce List of Valid Categories = Yes
Save (Ctrl-S)
3. Add your remaining 2 categories to your category set, so that when you update an item with your
Category set, they will be the only categories you can choose from:
Select Categories field below ‘Enforce List of Valid Categories’.

Wait for the hourglass to change back to a cursor pointer.
Notice that the default category you entered for your Category Set has been
Valid list. This is because the default category for a category set must be a valid category.
Whenever you assign your category set to an item.
Add a new category code to your category set:

Select the available next row (Select the Green + Icon on left top side window to add a new row) and
Enter a % and then use the <tab> to display List of Values (LOV) for category code combinations.
Choose one of the category code combinations you just defined, (except the default of course) and
then repeat this Step a second time to choose your other category code you defined.
Save (Ctrl-S)
Assign one of your category codes to your item XX-item1

(B) Select the “Assign” Button
Enter:
 Item: XX-item1
 Category: Use % and then <tab> key and then choose a category code
Save (Ctrl-S)
LAB 6 Item Templates & Item Copy
(N) Inventory >Choose your organization> Setup>Items>Templates

Select the “New” (B)
Create an item template with the below mentioned 8 attributes enabled.
 Template: XX-sell
 Description: XX-items for sale
 Select the appropriate Group from the alternative region.
Group Attribute Value
Main Primary UOM XX-Each
User Item Type Finished Good
Item Status XX-Status
Inventory Inventory Item Yes
Cycle Count Enabled Yes
Costing Costing Enabled Yes
Inventory Asset Yes
Order Management Customer Ordered Yes
Customer Orders Enabled Yes
Save after each Tab/Group
2. Define a new item using your template
(N)Inventory >Choose organization> Items>Master Items
 Item: XX-item2
 Description: Created from my template
 (M) Select the top Menu under “Tools”
(B) Select and press the “Apply” button and then the “Done” button
Save (Ctrl-S)
3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
Left side of the window Select the Organization Assignment Tab.
Enable Assigned check box for the newly defined organization, M1 and M2
Save (Ctrl-S)
4. Define another item by copying item XX-item2.This will have the exact same attributes enabled that
XX-item2 had enabled.
Add a new record.
Name Description
XX-ITEM3 Item copied from XX-ITEM2
 (M) Select top Menu under “Tools”

 Item: XX-item2
(Note: Ensure that you are only copying an item, and that the template field does not have a
value.)
 (B) Select “Apply” then “Done”
 Save (Ctrl-S)
 Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2)
organization
 Then assign your category set to your item in both organizations. If you need help, please see
step 3 of this lab.
 Left side of the window. Select Organization Assignment Tab.
 Enable Assigned check box for Org XXX , M1 and M2
 Save (Ctrl-S)
LAB 7 Item Catalog Groups
1. Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture
Additional information that you would like to search for when generating purchase orders or to search
For items with similar characteristics (descriptive elements)
(N)Inventory >Setup>Items>Catalog Groups
 Name: XX-Automobile
 Description: XX-Auto
Save (Ctrl+S)
(B) Select and press the “Details” button and add the following catalog sequences
Seq Name Description Req. Description Default
1 Type Type Yes Yes
2 Make Make Yes Yes
3 Model Model Yes Yes
4 Color Color Yes Yes
Save (Ctrl+S)
2. Define 2 new items XX-Van and XX-car, assign your catalog group, XX-Automobile to these items.
(N)Inventory >Items>Master Items
 Name: XX-Car
 Description: XX-My automobile
 (M)Select > Menu > Tools > Select “Copy From”
 Template: “XX-sell” (use the List of Values (LOV) icon or CTRL L, or enter a partial value and
press the tab to display list to choose from)
 (B)Select “Apply,” then “Done”
Save (Ctrl+S)
 (N) Inventory> Items>Master Items

 Item: XX-Van
 Description: XX-other
 (M) Menu > Tools > select “Copy From”
 Item: XX-Car
 (B) Select and press “Apply,” then “Done” button
Save (Ctrl+S)
 (M) Select the top Menu under “Tools” > Select “Catalog”
Catalog Group: XX-Automobile
Enter the below values
 Name Value
 Type Van
 Make Honda
 Model Odyssey SE
 Color Silver
(B) Select the “Update Description” button
Save (Ctrl+S) and close Item Catalog window
Note: Item description for XX-van has been updated to include the additional descriptive elements from
the catalog group. You should see XX-My other.”Va.Honda.Odyssey SE.Silver”.
2. Now, perform the same catalog assignment for item XX-Car, changing the values for the catalog
Group descriptive elements to the information below, but DO NOT UPDATE DESCRIPTION.
Either use the ‘up key’ to get to the previous record OR

 Query entry (F11)
 Item: XX-Car OR a partial value and wildcard (XX %) and then press the tab key to display a
list to choose from.
 (M) Select Menu > “Tools” > Select Catalog
 Catalog Group: XX-Automobile
Name Value
Type 4 Door
Make Honda
Model Accord LE
Color Red
Save (Ctrl+S)
Close Item Catalog window
Note: Item description for XX-Car has NOT been updated to include the additional descriptive
elements from the catalog group. It still reads XX-My automobile, but the descriptive elements are still
attached to the item for searching, since the item catalog was assigned to the item.
LAB 8 Item Relationships
1. Define a substitute relationship between XX-item2 and XX-item3. - Ensure you are in the
Master
Organization, Vision Operations V1
(N) Inventory >Other>Change Organization.
Select the Organization (V1).
(N) Inventory >Items>Item Relationships
(B) Select and press the “New” button
From Item To Item Type Reciprocal

XX-Item2 XX-ITEM3 Substitute Yes
Save (Ctrl-S)
1. Define a customer cross-reference type and assign one of your items to the type
(N) Inventory >Items>Cross References
Click in an available row or if no rows available, put the cursor in any row and either us the
“Plus +” icon or Ctrl and Down Arrow. (Select the Green + Icon on left top side window to add
a new row)
Type Description
XX-XRef XX-include in set
Save (Ctrl+S)
 (B)Select “Assign” button

 Select Available row (Select the Green + Icon on left top side window to add a new row) and
enter the below Data.
Item Applicable to all Org Value Description

Orgs
XX-item1 DO NOT CHECK BOX M1/ Your XX-brown set Include set
organization
Save (Ctrl+S)
2. Define a new Manufacturer to the system.
(N) Inventory> Items> Manufacturers’ Part Numbers>By Manufacturers
 Click in an available row or if no rows available, put the cursor in any row and either us
the “Plus +” icon or Ctrl and Down Arrow. (Select the Green + Icon on left top side window
to add a new row)
Manufacturer Description
XX-USA Parts XX-Manufacturer
Save (Ctrl-S)
4. Enter the Manufacturer’s Part Numbers for your items:
(N)Inventory >Items>Manufacturers’ Part Numbers>By Items
(B)Select “New” button
Add the following information:
Manufacturer Part Item

XX USA Parts USA-XX01 XX-item1
XX USA Parts USA-XX02 XX-item2
Save (Ctrl+S)
LAB 9 Item Searches
Perform various item searches to familiarize yourself with form functionality
1. Use the Item Search form to find substitute parts for item
Navigate > Inventory >Choose your organization> Items > Item Search
 Select Show: Select Item Relationships from the drop down
 Type: Substitute and then the <tab> key
 Item: XX-item2
Select the “Find” button to view search results
2. Use the Item Search form to find the cross

Navigate > Inventory >Choose your organization> Items > Item Search
 Select Show: Select ‘Cross References’ from the drop down
 Cross Reference Type: XX-XRef
 Value: XX-brown set
Select “Find” button to view search results
3. Use the Item Search form to find the cross-reference part for item XX-item within organization M2
Navigate > Inventory > Items > Item Search
Organization to M2
 Click ok after the following message appears:
 APP-05197: Changing organization will clear associated queries
 Ensure alternative region has “Cross References” displayed
 Cross Reference Type: XX-XRef
 Value: XX-brown set
Check if the system allows you to enter value
4. Use the Manufacturer’s Part Numbers form to find a manufacturer for part
N > Inventory >Items>Manufacturers’ Part Numbers>By Items
Item: XX-item2
Select “Find” button to view search
5. Use the Manufacturer’s Part Numbers form to find parts manufactured by

Inventory > Items>Manufacturers’ Part Numbers>By Items
Manufacturer: XX-USA Parts
Select the “Find” button to view the search results
6. Use the Item Search form to find items that have specific descriptive elements for your catalog
group.
XX-Automobile within organization V1
Select ‘OK’ after the following message appears:
APP-05197: Changing organization will clear associated queries.
Ensure alternative region has “Item Catalog” displayed

Catalog: XX-Automobile
Press the tab key
Name: Make Value: Honda
Name: Model Value: Accord LE
Select “Find” button to view search results if any
7. Use the Item Search form to find items that have specific descriptive elements for your catalog
group.
XX-Automobile within organization V1
Click OK after the following message appears:
APP-05197: Changing organization will clear associated queries.
Ensure alternative region has “Item Catalog” displayed

Catalog: XX-Automobile
Press the tab key
Name: Make Value: Honda
Select “Find” button to view search results if any
LAB 10 Inventory Controls- Item Locators
Note: Organization M1 was used for these labs. You need to create in the organization you defined.
1. Define an item that uses locator control so you can track specific quantities of this item in specific
locations in your subinventory
N > Inventory > Items > Master Items
Item Description
XX-track Locator Controlled Item
 (M) Menu > Tools > Select “Copy From”
 Template: Purchased Item
 Select “Apply” and then “Done” button
 Select the Alternative Region: Inventory
 Locator Control: Dynamic Entry
Save (Ctrl-S).
Assign your new item to Seattle Manufacturing (M1) or your organization and Boston Manufacturing
(M2) organizations.
Then assign your category set to your item in both organizations. If you need help, please refer to
Lab 6, step 3.
Note: If you haven’t yet created Subinventory XX, follow the below steps to create the Subinventory
XX-Subinv
N > Inventory > Setup > Organizations (choose your organization) > Subinventories
 Name: XX-Subinv
 Description: XX Subinventory
 Locator Control: Item Level
 Default Locator Values
Define 6 specific locations (locators) within your subinventory. This will show a user 2 of the 3 different
methods that stock locators can be defined to the Oracle Inventory Application.
N > Inventory > Setup > Organizations (choose your organization) > Stock Locators
Ensure you have switched organizations (if necessary)

 Select the “New” button
 Select the “Edit” icon to pop the stock locator key flexfield and enter the following three
segments
 Values for Row Rack Bin
Row Rack Bin

Locator XX 101 XX
 Description: 101 Locator
 Status: Active
 Subinventory: XX-Subinv
Save (Ctrl-S).
2. Define your last 5 stock locators for your subinventory.
N > Inventory > Setup > Organizations (choose your organization) > Subinventories
 Click the “Flashlight” icon and select subinventory XX-Subinv or query for XX%Sub%
 B) Select the “Locators” button, and enter the following stock locators :
Row Rack Bin Description
Locator XX 102 XX 102 Locator
Save and return to the Navigator.
Note: The subinventory automatically defaulted for each locator entered-this is because you are
defining stock locators while using the Subinventories form, for a specific subinventory.
3. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item XX-
item
N > Inventory >Choose your organization>Transactions > Miscellaneous Transaction
 Date: (Accept default)
 Type: Miscellaneous Receipt (use Ctr L, “List of Values” icon, or type in a partial value)
 (B) Select the “Transaction Lines”
Item Subinventory UOM Quantity Account
XX-item1 XX-Subinv DXX 50 <Enter Account>
In the above screen shot the transaction has not been saved yet hence the on hand is not seen as
50.
4. Verify that the system performed you unit of measure conversion correctly for you receipt
transaction
for item XX-item1.
N > On-hand, Availability > On-hand Quantities
Organization: M1
Item: XX-item1
Select “Find button
Verify if the Total Quantity for your item, XX-item1 is right
5. Define another item that is under restricted locator control. If you restrict subinventories, you
must define the subinventory (ies) the item is restricted to, prior to performing any transaction.
To restrict an item to specific locators; you must define the subinventory (ies and the locator(s) the
item is restricted to, prior to performing a transaction with this item. Since you have already
defined 6 locators for XX-Subinv you can use these locator combinations to restrict your item.
N > Inventory > Items > Master Item
Item Description
XX-track_r Item restricted to specific subinventory and specific locator
 Select the top Menu under “Tools”
 Select the alternative region and choose “Inventory”
 Locator Control: Prespecified
 Restricted Subinventories: Yes
 Restricted Locators: Yes
Save (Ctrl-S).
6. Assign your item to your organization and assign your category set to the new item in the
organization you created.
Save (Ctrl-S)
7. Restrict item to particular subinventory and locator

N >Inventory > Choose M1 (or your org) >items>organization item
 Query (F11) item XX%track% then Ctrl +F11
 Tools > Item /Subinventory
 In the Planning tab enter Subinventory : XX-Subinv
 Locator: Choose any locator you wish
 Here locators XX.103.XX and XX.104.XX are selected
8. Use the Miscellaneous Transaction Miscellaneous Receipt to receive 3 units of XX-track_r
N >Inventory > Choose M1 (or your org) >Transactions>Miscellaneous transactions
 Date: (Let default to today's date)
 Type: Miscellaneous Receipt (use CTRL L or “List of Values” icon to find value)
 Select the “Transaction Lines” button
 Item: XX-track_r
 Subinventory: XXSubinv
 Locator: % <tab> to open flexfield (select one of your locators)
 Quantity: 3
 Account: Use the CTRL L key to display List of Values (LOV)
 Save (Ctrl-S)
LAB 11 Inventory Controls: Item Revision
N > Inventory >Setup > Organizations >Parameters
 Select the alternative region: Rev, Lot, Serial

 Starting Revision: A
Remember, this is the default revision that will be added to all the items you assign to the Seattle
Manufacturing (M1) organization, regardless of value for the item attributes ‘Revision Control’
N > Inventory > Items >Master Items

 Item: XX-revision
 Description: Revision Controlled item
 (M) > Tools > Select “Copy From”
 Template: Finished Good
 Select “Apply” and then “Done”
Select alternative region - Inventory
 Revision Control: Enable by ‘checking’ the revision control checkbox
Save (Ctrl-S).
3. Assign your new item to Seattle Manufacturing (M1) and Boston M2

Then assign your category set to your item in both organizations. If you need help please refer to
Lab 6, step 3.
Save (Ctrl-S).
4. Define a second revision for item XX-revision
N > Inventory>Choose M1 (or your org) > Items >Organization Items
 Search for item XX-revision
 (B) Click the Find button
 Select “Revisions” (T)
 Select the + icon to add another revision
 Revision: B
 Description: 2nd revision
 Effective Date: Today’s Date
 Save (Ctrl-S).
5. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of item XX-revision
with
Revision A and 10 units of XX-revision with revision B
N> Inventory >Choose your organization >Transactions >Miscellaneous transactions

 Date: Today's date
 Type: Miscellaneous Receipt
 Rev: A
 Quantity: 2
Save (Ctrl-S).
6. Now miscellaneous receipt with for revision B

N> Inventory >Choose your organization >Transactions >Miscellaneous transactions
 Rev: B
 Quantity: 10
Save (Ctrl-S).
LAB 12 Inventory Controls: Lot Control
Lot /Serial Definition at organization level
Define an item that utilizes Lot Control, and always has a shelf life expiration date of 200 days.
N > Inventory > Items > Master Items
Item: XX-200 lot
Description: Lot/Shelf Life Controlled Item
 Select the alternative region “Inventory”
 Lot Expiration Control: Shelf life days
 Shelf life days: 200

 Lot Control: Full Control
 Starting Prefix: XX
 Starting Number: 00001
Save (Ctrl-S).
Assign the item to org M1 /your org
Receive 5 units of item XX-200 lot into subinventory XX-Subinv, allowing the system to partially
generate lot numbers for you.
N > Inventory >M1 /your org >Transactions >Miscellaneous transactions
 Date : Today’s date
 Type L Miscellaneous Receipt
 Item: XX-200 lot
 Quantity: 5
 Account: Use the CTRL L key to display List of Values (LOV) - type in ‘M’ then click ‘OK’
 Select the “Lot\Serial” button
With the cursor placed in the Lot field, Select ‘Generate Lot’ button
 Quantity: 3 and press tab
 Cursor moves to new line ‘Lot number’ field
 Select the ‘Generate Lot’ button
 Quantity 1 and then press tab
 Cursor is in the new line ‘ Lot number field’
 Select ‘Generate Lot’ button

 Quantity: 1
 Press the TAB key twice
 Quantity: 1
 (B)Select the “Done” button
Miscellaneous receipt form is seen
Save (Ctrl-S).
Notice that as you tabbed out of the lot field, the lot numbers that were added to the system were
sequential values, based upon the settings in the organization parameters form and the item
attributes set for the organization items.
LAB 13 Inventory Controls: Item Serial numbers
m
2. Define an item that is under predefined serial number control. If you do not have any system-
generated serial numbers for this item, you will not be able to perform any transactions utilizing this
item
Navigate > Inventory > Items>Master Items
 Item: XX-serial_p
 Description: Predefined Serial Numbers
 Template: XX_Sell
 Select the alternative region: Inventory
 Serial Generation: Predefined
 Starting Prefix: XX
Save (Ctrl-S).
3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations,
or your organization
Then assign your category set to your item in these organizations. If you need help, please refer to Lab
6, step Save (Ctrl-S).
4. Define another item that is under serial number control, using the option at receipt:
Item: XX-serial_r
 Description: Serial numbers entered at receipt
 Select the top Menu under “Tools”
 Select “Copy From” Item: XX-serial_p
 Select the alternative region: Inventory
 Serial Generation: At Receipt
 Starting Prefix: AXX
Save (Ctrl-S).
1. Predefine 20 serial numbers for item XX-serial_p, so you will be able to perform transactions
utilizing this item.
(N) Inventory > Onhand , Availability > Generate Serial Numbers
 Quantity: 20
 (B) Select ‘OK’ button
 Select the “Submit” button, then ‘No’ to submit another request -
 Monitor your concurrent request id: (From the Menu, chose Help >View my requests
 Menu “View my requests”
 Select the “Find” button or use the single request function
 ****DO NOT proceed to step 6 until your concurrent request has completed normally***
To see the generated serial numbers

(N) Inventory > Onhand, Availability > Serial Numbers
 Enter the item: XX-serial_p
 Select ‘Find” button
6. Perform a Miscellaneous Receipt to receive 5 units of item XX-serial_p and 50 units of item XX-
serial_r
into your subinventory
(N) Inventory > Choose your organization > Transactions > Miscellaneous Transaction
 Source: (your name)
 Account: <enter account information>
 (B) Select the “Transaction Lines” button
 Quantity: 4
 Select the “Lot/Serial” button
 Serial Number Entry Mode: Ranges
 Select the “List of Values” icon (CTRL L) > “Find”
 With your cursor in the Serial number field, type “%” and then hit the tab key-
 Choose the first available serial number
 The system calculates the ‘To’ serial number based upon the transaction quantity and
populates the ‘4’Th serial number in the series.
 Add new record OR use the CTRL and DOWN arrow key
 Quantity: 1
 Select the “Lot/Serial” button
 Serial Number Entry Mode: Individual
 Select the “List of Values” icon (CTRL L) > “Find”
 Choose any serial number needed for this transaction
Save (Ctrl-S).
Now, perform your Miscellaneous Receipt to receive 50 units of item XX-serial_r
Item: XX-serial_r
N >Inventory >Choose your organization>Transactions> Miscellaneous transactions
 Date : Today’s date
 Type : Miscellaneous receipt
 Quantity: 2
 Select the “Lot/Serial” button Click the “Individual” radio button
 Serial Number: XX00
 Serial Number: XX01
(B) Select the ‘Done’ button
 Add new record OR use the CTRL and DOWN arrow key
 Item: XX-serial_r
 Quantity: 48
 Select the “Lot/Serial” button Serial Number:
 Enter Start Serial Number : XX02 and tab
 End Serial Number XX49 is auto calculated
 (B) Select the ‘Done’ button
 Miscellaneous receipt form is seen
 Save (Ctrl-S).
7. Verify that the system updated your serial number statuses for item XX-serial_p and XX-serial_r
(N) Inventory >Org M1 > On-hand, Availability> Serial Numbers
 Click the “Find” button
 Review the status for your serial numbers for item XX-serial_p - toggle to alt region “Status”
and review our serial numbers you just received.
 Query Enter (F11) Item: XX-serial_r
 Query Run (Ctrl F11)
 Similarly check the status for your serial numbers for item XX-serial_r - toggle to alt region
“Status” and review your serial numbers you just received.
LAB 13.1 Inventory Analyzer
The EBS Inventory Transactions Analyzer is a self-service health-check script that reviews Inventory
Transactions related data, analyzes current configurations and settings for the environment, provides
solutions for known issues, feedback and recommendations on best practices.
More details can be seen in Note 1499475.1 - EBS Inventory Transactions Analyzer
Let us use the analyzer to see how the transaction data for the item XX-serial_p will be seen.
This is how the analyzer output will look
Select item details to view the item information
Select Serial numbers, this will show all the serials available for this item
Select Onhand records
Home > Select Transactions Summary
The checks in the green circle indicate there are no stuck records for this item in the below tables:
1. Transaction Interface MTL_TRANSACTIONS_INTERFACE MTI)
2. Pending Transactions (MTL_MATERIAL_TRANSACTIONS_TEMP MMTT)
3. Material Transactions (MTL_MATERIAL_TRANSACTIONS MMT)
Note: Data will be seen in Material Transactions -MMT only if there are any problematics records such
as uncosted material transactions.
Perform a subinventory transfer for the item XX-serial_p

N > Inventory > Transactions > Subinventory Transfer
 Date: Todays date
 Type: Subinventory Transfer
 Source: XX1
 Select Transaction Lines
 Enter the item: XX-serial_p
 From subinventory –XX_Subinv
 To – Enter any subinventory you wish
 Enter Quantity: 2
 Select Lot /Serial button
 Select the serials to be transferred and save the record
Now run the EBS Inventory Transactions Analyzer and see the changes
Try out different types of transactions and see how the data is changing.
Create a Move order for the item XX-serial_r
Navigate > Inventory >Choose your organization/M1 > Move orders
 Number: Tab, the number will be generated automatically or you can also enter a number.
 Transaction Type: Move order transfer
 Source Subinventory: XX_Subinv
 Destination Subinventory: Enter any other subinventory (create a new one)
 Select and press the’ Approve ‘ button
Now transact the move order
N > Inventory > Move Orders > Transact Move order
 Query the move order
 Select the line and Select Allocate
 Once the line is allocated the Allocations field will be populated with a value
 Now again select the line and Select Transact
 Run the Inventory Analyzer and see the results for the serial numbers in the analyzer output.
LAB 14 Creating Custom Transaction Sources Types
Create custom transaction source types and transaction types to track your donations to charity. It
is your company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a
local charity once a year. You will need to perform a “subinventory transfer” to move the stock
from your
Subinventory to the charity (Donation) subinventory, and then perform an “issue from stores to
ship your items to the charity.
Set up a new subinventory in organization called XX-Donate - refer to lab 1, step 4, if you are
having trouble.
2. Define a new transaction source type.
(N) Inventory > Choose your organization>Setup > Transactions > Source Types
Switch to User Tab

Name Description Validation Type
XX-CHARITIES XX's Charity Transactions None
Save (Ctrl-S).
2. Define two new transaction types for your transaction source type XX-CHARITIES
(N) Inventory > Choose your organization>Setup > Transactions > Types
(T) User, add a 2 new transaction types.
Name Description Action
XX-HOLD-CHARITY Hold for Charity Subinventory Transfer
XX-ISSUE-CHARITY Hold to Charity Issue from Stores
Save (Ctrl-S).
3. Create 2 new Transaction Reason Codes to track all your charity movement transactions in
your organization
(N) Inventory > Choose your organization>Setup > Transactions > Reasons
Add a record
Name Description
XX-DONATION Donate to Charity
XX-CHARITY-HOLD Hold for charity
Save (Ctrl-S).
4. You just received a call from your supervisor informing you that the company is going to donate 1
item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item XX-item from XX-
Subinv to XX-Donate
Create your subinventory into the subinventory XX-Donate. Refer to lab 1, step 4
(N) Inventory > Choose your organization/M1>Transactions > Subinventory Transfer
 Type: XX-HOLD-CHARITY
 Item: XX-item1
 To Subinv: XX-Donate
 Quantity: 1
 Reason: XX-CHARITY-HOLD
 Save (Ctrl-S).
Now, perform your issue to a charity.

(N) Inventory > Choose your org/M1>Transactions> Miscellaneous Transaction
 Type: XX-ISSUE-CHARITY
 Source: Goodwill
 Item: XX-item1
 Subinventory: XX-Donate
 Quantity: 1
 Account: Use the CTRL L key to display List of Values (LOV) - type in ‘M’ then click ‘OK’
 Reason: XX-DONATION
 Save (Ctrl-S).
LAB 15 Performing Inventory Transactions
Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are
having problems, refer to one of the previous labs (lab 10 thru 14)
This will be in preparation of our Physical Inventory and Cycle Count labs)
 Account: <enter account information>
Item Subinventory Loc Lot Serial Qty
XX-Item1 XX-Subinv 10
XX-200 lot XX-Subinv ? 15
XX-serial_r XX-Subinv ? 1
XX-track XX-Subinv ? 10
XX-200 lot XX-Subinv ? 2
XX-track_r XX-Subinv ? 10
XX-serial_p XX-Subinv ? 3
If you cannot find an item listed above, then simply select another similar item (Eg. If you cannot
find 03-serial_r, then look for 02-serial_r or 04-serial_r).
IMPORTANT - when you save your 7 transaction lines watch for missing inventory controls such
as missing lots, serial number, locators. (CURSOR is normally placed on line in error after a save
is performed). Provide the additional information required to complete transaction processing..
Save (Ctrl-s)
1. Define the Shipping Networks between the organizations M1 and M2
N >Inventory >Choose your organization > Setup >Organization >Shipping Networks
 From: M1
 To: M2
 Transfer Type: Intransit
 FOB: Receipt
 Manual Enabled: Yes
 Receipt routing: Standard <There are 3 options here: Standard, Inspection, and
Direct>
Perform an inter organization transfer from your organization/M1 to M2 for 10 qty

(N) Inventory > Transactions > Inter-organization Transfer
 To Org: Boston Manufacturing
 Type: Inventory intransit shipment
 Shipment Number: XX888
 Expected Receipt Date: Today’s Date
 Select ''Transaction Lines” button
 Item: XX-item1
 From Subinventory: XX-Subinv
 To Subinventory: FGI
 Quantity: 10
 Save (Ctrl-S).
4. The Inventory Manager in Boston Manufacturing has been notified that the intransit shipment
has arrived. Change organizations to Boston Manufacturing and do a receipt transaction for
shipment number XX888.
 Change organization - MRP
 Select the “Change Organization” button, and then choose Boston Manufacturing (M2), then
select ‘OK’ button
 Close windows and return to the Navigator.
Receive the intransit shipment for Boston Manufacturing (M2)
(N) Inventory > Choose org M2> Transactions > Receiving > Receipts
 Select the Shipment Number field and enter XX888
 (B) Select the ‘Find’ button
Close the Receipt Header Window after it is returned
 Select the line, on the far left (in front of the quantity field) for your interorg transfer.
 Change the quantity field to 10 (If need be)
 Enter the mandatory fields such as Location
 Save (Ctrl-S).
5. Deliver the shipment XX888 to Boston Manufacturing, subinventory FGI.

(N) Inventory > Transactions >Receiving >Receiving Transactions
 Shipment field : XX888
 Select the “Find” button
Select the check box in front of the quantity field and then tab to verify subinventory=FGI
Save (Ctrl-S).
6. Verify your receiving transaction by viewing the transactions
(N)Inventory > Choose org M2> Transactions > Receiving > View Receiving Transactions
You can use either of the following fields to limit your search, or any combination you wish:
 Source Type: Internal
 Shipment Number: XX888
 Find (B)
 Receipt information is now seen
 Select the Transactions(B) to view Receive and Deliver Transactions
LAB 16 Receiving Transactions
First, we must create a Purchase Order to use for the PO Receiving Transaction
Make sure the user is defined as Buyer to create the Purchase Order (PO)
(N) Purchasing > Purchase Orders > Purchase Orders
Under Supplier use 1005, American Telephone and Telegraph Ensure there is a Supplier Site
 Item: XX-item1
 Quantity: 5
 Price: 10
 Need by Date: Enter today’s date
(B) Select the ‘Shipments ‘button

Set the Org to M1 change the Ship-To to M1 Seattle Mfg(Location)
You should enter your organization instead of M1
(B) Select Receiving Controls
Set the Receipt Routing to Standard Receipt
(B) Select OK
Now approve the Purchase Order by clicking on ‘Approve’ button which triggers approvals
Note: The approval may go to an approver based on the setup and the Approver will have to approve
the PO
The above PO is now approved
1. You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be
entered into the system before items can actually be placed (received) into inventory.
Change organizations to Seattle Manufacturing (M1) and perform the receipt transaction.
To create the Receipt
(N) Inventory > Transactions (Org M1) > Receiving > Receipts
 Purchase Order: 6638 /Enter your PO number
 Select the “Find” button
 Close the “Receipt Header'' window
 You will next see the Receipts form
 Select the line and Save the transaction.
 You also have an option to change the receipt quantity here.
 (B) Select the ‘Header ‘ button
 Note the Receipt Number
2. The Standard PO line is now ready to be delivered to Stores subinventory.
(N)> Inventory > Transactions >Choose your org /M1> Receiving >Receiving Transactions
 Source Type: Supplier
 Purchase Order: 6638/Your PO number
 (B) Select the ‘Find ‘ button
 Select the Check box left of the quantity field.
 To subinventory: Stores
Save (Ctrl-S).
3. View your receiving transactions
(N) Inventory > Transactions >Choose your org/M1 >Receiving >View Receiving Transactions
 Purchase Order: 6688/ Your PO number
 (B) Select the ‘Find ‘ button
(B) Select the ‘Transactions ‘ button
You can now see the Receive and Deliver transactions completed for 5 quantities each.
LAB 17 Return To Vendor
Ensure you are in organization Seattle Manufacturing – M1

First create a Purchase Order to use for the RMA
**Make sure you have your user defined as Buyer to create a PO.
(N) Purchasing > Purchase Orders > Purchase Orders
 Under Supplier use 1005, American Telephone and Telegraph
 Ensure there is a Supplier Site
 Under Item: XX-Item1
 Quantity 5,
 Price 10
 Need by Date: Enter today’s date
 Save (Ctrl-S)
 Shipment (B) Enter M1
 Receiving Controls (B)
 Receipt Routing is set to Direct Delivery
(B) Select the ‘Approve’ button. Submit for Approval, select the ‘OK’ button.
Check under View, Requests that the Request submitted properly.
(N) Inventory >Choose your org /M1> Transactions > Receiving > Receipts
 Enter Purchase Order Number
 Select the “Find “Button
 Receipt Header form appears, close it.
 Receipts form is now seen select the line and enter the Subinventory details where you want
to receive this Onhand of 5 quantities.
 Save the transaction (Ctrl+S)
 (B) Now select the ‘Header’ button
 Make a note of the receipt number
Return to Vendor
(N) Inventory > Choose your org/M1>Transactions > Receiving > Returns
 (B) Select the ‘Find’ button
 (T) Select the ‘Transactions’ tab
 Quantity: (enter quantity you want to return)
 Select Supplier from the List of Values (LOV) in ‘Return To’ field
 Select the ‘Return From’ Sub Tab
 Subinventory: 01-Subinv
 Reason: Comp Damage
 Save (Ctrl+S)
LAB 18 ABC Analysis
1. Define 3 ABC Classes to use for your ABC Compilation (Ensure you are in organization M1)
(N) Inventory >Choose your org /M1 >ABC Codes> ABC Classes
Select the + icon to add a new class, OR
Use the down key to get the first blank line or use the mouse and place your cursor on the first blank
line.
 Class Name: XX-Class A
 Description: My class A items
Select the + icon to add a new class or use the down key to get to the new blank line
 Class name: XX-Class B
 Description: My class B items
Select the + icon to add a new class or use the down key to get to the new blank line
 Class name: XX-Class C
 Description: My class C items
Save (Ctrl+S)
2. ‘Rank’ or sequence the items in your sub inventory by ‘current on hand quantity’
(N) Inventory >Choose your org /M1>ABC Codes>ABC Compiles

 (B) Select the “New” button
 Name: XX-COMPILE
 Description: XX’s Compile
 Content Scope: Sub inventory
 Sub inventory: FGI (You can select your specific sub inventory, for demo selected ‘FGI’)
 Valuation Scope: Sub inventory
 Criterion: Current on hand quantity
 Cost type: Frozen
 (B) Select the “Compile” button
 (B) Select the “OK” button for the caution pop up box:
 APP-05209: Concurrent request XXXX submitted
 ** PRINT COMPILE RESULTS---YES*
 (B) Select the “OK” button for the caution pop up box:
 APP-05209: Concurrent request XXXX submitted
 (M) Select the “Help” menu
 Select “View my requests”
(B) Select the “Find” button
Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:
(B) Select the “View Output” button to view the “ABC Descending Value Report” Exit file
Note: Notice the sequence numbers that have been assigned to each item. These sequence numbers
generated are based upon the compile options you choose- ‘current on hand quantity’ and specific sub
inventory. The lowest sequence number (1) has been assigned to the item in your sub inventory with
highest on hand quantity and the highest sequence number (x) has been assigned to the item in your
sub inventory with the lowest on hand quantity
Close all windows and return to the Navigator
3. Create an ABC group for your XX-COMPILE, assign your ABC Classes to this group and then
assign your items to your ABC classes. This ABC group will automatically have all items that were
compiled by the system when you generated your ABC Compile because you are linking your
ABC group to your compile.
(N) Inventory >Choose your org/M1>ABC Codes> ABC Assignment Groups

Select the + icon to add a new group name
Group Name Compile Name
XX-GROUP XX-COMPILE
Save (Ctrl-S).
Note: Make sure the cursor is highlighting YOUR new group name before proceeding
(B) Select the “Group Classes” button to add your ABC classes to your group
Priority Class Name

1 XX-Class A
2 XX-Class B
3 XX-Class C
(B) Select the “Assign Items” button to assign items within your compile to the specific ABC classes
you linked to your ABC group.
Class Sequence
XX-Class A 2
XX-Class B 3
XX-Class C ?
Save (Ctrl-S).
Concurrent program “Define ABC Assignments” is then initiated –wait until these requests completes
normal before proceeding.
Make a note the concurrent request id.
 (M) Select the “View” Menu> “Requests”
 Select “View my requests”
 (B) Select the “Find” button or use single request and enter your request id
 When the request Define ABC Assignments completes normally, close the ABC assign items
window and re-query your ABC assignment group
 (B) Select the “Update items” button to change the system generated item-class assignments,
because you can change one of the items assigned to Class A to Class B
 Highlight the item you wish to change classes for, and simply update the class by entering a
new value or by using the List of Values (LOV) icon to select a new class (while your cursor is
in the class field)
 Save (Ctrl-S)
LAB 19 Cycle Counting
1. Define a cycle count header and initialize it with ABC compile group, XX-GROUP. Enable
unscheduled entries. Approve out of tolerances only and choose the daily option for running the
automatic scheduler
(N) Inventory > Choose your org/M1> Counting > Cycle Counting>Cycle Counts
(B) Select the “New” button
Name: XX-CYCLE-COUNT
Description: XX’s Cycle Count
Adjustment Account: Use the CTRL L key to display List of Values (LOV) – type in ‘Ph’ and OK
Count Sub-inventories: Specific
Sub-inventory: FGI (You can select your specific sub inventory XX-Subinv)
Alternative Region: Control, Scope
Late Days: 1
Unscheduled Entries: Yes
Display System Quantity: Yes
Automatic Recounts: Select the check box
Maximum: 1
Alternative Region: Serial Control, Schedule

Serial Control Option: Multiple per Request
Auto Schedule: Select the check box
Frequency: Daily
Count Zero Quantity: Select the check box
Save (Ctrl-S).
Alternative Region: Adjustments, ABC
Approval Required: If out of tolerance
Qty 5% 5%
Adjust. Value 5 5
Hit/Miss 10% 10%
ABC Initialization
Group: XX-Group
Option: (Re) Initialize
Save (Ctrl-S).
Write down your concurrent request id.
(M) Select “View” Menu> Requests
(B) Select “Find” or use the single request option
When your concurrent request id has completed with a status of normal, close the request
window and continue to next step.
While the Cycle Count Header form is displayed, re-query your cycle count you just created
2. Update your cycle count with your ABC Classes

(B) Select “Classes” button, and update your counts per year for each class
Name Counts per year Approval Variance/Quantity %

XX-Class A 225 2
XX-Class B 75
XX-Class C 50
Save (Ctrl-S).
3. Initiate the cycle counting functionality for your cycle count, so you can begin performing daily
cycle counts.
4. (M) Select the top Menu under tools
5. Select “Perform Full Cycle Count”- this is a request set composed of 3 concurrent programs.
Select the parameters field for each request to get the popup window for parameter inputs
Name Parameters
Generate automatic schedule requests Cycle Name: XX-CYCLE-COUNT
Generate cycle count requests Cycle Name: XX-CYCLE-COUNT
Cycle Count Listing Cycle Name: XX-CYCLE-COUNT
Ensure that you check the “save” box for this report ONLY.
6. Select the ‘Submit’ button, then select ‘No’ to submit another request.
(M) Select “View” Menu> Requests

(B) Select “Find” button or use the single request option
When the program name CYCLE COUNT LISTING has completed normally, then
(B) Select the “View Output” button
The CYCLE COUNT LISTING contains items that must be counted within 1 day of the scheduler
begin run, due to you setting the Late days option to 1
Note: If you have data on the output of the report you have successfully generated an ‘Automatic Cycle
Count’ process. If the previous step was successful, close all windows and return to the navigator. If
not, please ask for assistance
This compile will then be used to assign your items to specific ABC class within an ABC group you will
be defining
7. Enter cycle count entries for your cycle count, XX-CYCLE-COUNT (Keep the quantities reasonable)
(N) Inventory >Choose your organization > Counting>Cycle Counting>Cycle Count Entries
Cycle Count: XX-CYCLE-COUNT
(B) Select the “Find” button
Find all open count requests=YES
Enter quantities:
(Note: if you change the region to “Adjustments” you can see the system generated quantity)
Enter several counts out of tolerance and make the rest of the counts entered match the system
quantity.
For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to
bypass the tolerance quantity at the header level, but not the class(A) level (item classes are shown on
lower portion of the cycle count entries screen)
(i.e. if system quantity=50, then enter count quantity of 54, this quantity variance will pass the header
level tolerance of + or – 5% but not the class A tolerance of + or -2%
(B) For serial items that appear on your cycle count, after entering a count for that item, click the
‘Serial’ button and click the ‘All Present’ button if you do not want to perform an adjustment, otherwise,
“unclick” the present checkbox (to enter an adjustment)) If you do not click the “Serial” button prior to
moving the count field, a pop up will not appear informing you to “Please enter the serial number
details for this request”
Save (Ctr+S)
8. Approve, reject or recount your cycle count entries for your cycle count, XX-CYCLE-COUNT
(N) Inventory > Choose your org/M1>Counting> Cycle Counting> Approve Counts
 Cycle Count: XX-CYCLE-COUNT
 (B) Select “Find” button
 Query counts pending approval only? NO
Notice counts that were entered which matched system quantities are tagged as “approved”
and that counts that are “out of tolerance” are automatically set to status of “recount”. If a count is
within tolerance but not the same quantity that the system has, then status of the adjustment is
approved due to the cycle count option for approval being set to “if out of tolerance” – if you set this
option to “Always”, then each count with in tolerance but not the same quantity as the system, you
would either need to approve, reject or recount the item (if recounts were allowed). If you do not have
any counts with an approval status of ‘recount’, then you do not have to perform steps 6 and 7 of this
lab
9. Recount any of your cycle count items that have a status of ‘recount’
(N) Inventory >Counting>Cycle Counting>Cycle Count Entries
 (B) Select the “Find” button
 Find all open count requests=YES
Enter the cycle count quantity for all the items.
Save (Ctrl-S).
10. Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE-COUNT
 (N) Inventory >Choose your organization /M1>Counting>Cycle Counting>Approve
Counts
Notice the counts just entered for recount have the approval option set to “None”. This is
doing to the fact that automatic recounts were enabled for your cycle count and the
maximum number of recounts was set to 1. If you had entered 2 for the maximum number
of recounts, then the action for ‘recounted item’ that were recounted and still not with
tolerances would still be set to ‘Recount’ (until maximum number for recounts is reached)
LAB 20 Physical Inventories
Change organizations to Seattle Manufacturing (M1)
1. Define a physical inventory to count ALL items with in your sub inventory
(N) Inventory>Choose your organization/M1> Counting> Physical Inventory> Physical

Inventories
 (B) Select “New” button
 Name: XX-PI
 Description: XX’s PI
 Date: Today’s date
Approval region
Required: If out of tolerance

Tolerances
Quantity 5 5
Value 10 10
 Count Sub inventories

 (B) Select “Specific” button
 (Sub inventory) XX-subinv
 “Allow Dynamic Tags” should be checked ‘YES’.
 (B)Select “Snapshot” button, concurrent request id
 (M) Select “View” Menu> Requests
 (B) Select “Find” or use the single request option
When your “Freeze physical inventory” request has completed with a status of normal, close
the request window and return to the navigator.
2. Generate both blank and default tags for physical inventory XX-PI.
Blank Tag Information:
(N)Inventory > Choose your org/M1> Counting>Physical Inventory> Tag Generation
 Name: XX-PI
 Tag Type: Blank
 Starting Tag: XX0001
 Number of tags : 3
Notice how the ending tag number is automatically generated based upon the number of tags
Write down your ending tag number.
 (B) Select the “Generate” button
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed
normally, generate your default tag information.
Default Tag Information:
Name: XX-PI
 Tag Type: Default
 Starting tag: This information should already be displayed
- If not, then enter your ending tag number+1
- (e.g. If your ending tag number was XX0004, then enter XX0005)
Digit Increment: This information should also default –if not enter 001111
If above information defaulted correctly then you should simply have to place your cursor in
the “Starting tag number field and then hit the Tab” to allow system to complete the default
information.
 (B) Select the “Generate” button
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed
normally, proceed to the next step.
3. Enter tag counts for physical inventory XX-PI
(N) Inventory> Choose your organization> Counting> Physical Inventory> Tag counts
Name: XX-PI
Select the “Find” button
Query all existing tags: YE
Blank tags will be displayed first. For your first blank tag, enter the following information for an
item you found in your sub inventory, but that was not accounted for when the snapshot was
taken.
 Item: AS10001
 Sub inventory: XX-sub inv
 Quantity: 100
Since this was the only item you found in your sub inventory that was not included in the
snapshot, void the remaining 2 blank tags:
VOID: Check box
Enter quantities for all your remaining tags, entering any count you wish.
Save (Ctrl-S).
4. Run the Physical inventory missing tag listing
(N)Inventory >Choose your organization >Reports> ABC and counting
 Single request :Click Ok
 Request Name: Physical Inventory missing tag listings
 Name: XX-PI
Once the request has completed, verify on the report output that you see:
Number of Missing Tags: 0
 Highlight your request and Select the “View Report” button to ensure you see
 Number of Missing Tags=0
5. Approve all of the adjustments

(N) Inventory> Counting> Physical Inventory>Approve Adjustments
 Name: XX-PI
 Query out of tolerance adjustments only? YES
 You MUST Approve, reject or void EVERY tag

 Always run the “Physical Inventory Adjustment Report” before running the adjustments
program to be assured that every looks reasonable.
 (B) Select Approve radio button and select the approver in Approver section and repeat the
same for all items and save it.
 Save (Ctrl-S)
6 Launch the adjustments program:
(N) Inventory>Choose your organization/M1> Counting>Physical Inventory> Physical
Inventories
Query your physical inventory. With your cursor on your physical inventory,
 (M) Select top menu under “Tools” > Select “Launch Adjustments”
 Account: Use the CTRL L key to display List of Values (LOV) -type in ‘Ph’ then
click ‘OK’
 (B) Select “Launch Adjustments”
 Adjustments will be initiated to adjust the inventory accordingly.
LAB 21 2nd Day Cycle Counting
Your manager has just notified you that will need to count a new item daily. Manually add
that item to your cycle count which was not included in your original ABC Compile and
place that item in the control group.
This additional count is considered a Manual entry, not an un-scheduled entry.
(N)Inventory>Choose your organization> Counting>Cycle Counting>Cycle Counts

Query enter (F11)
Key in: XX%

 (B) Select the “Open” button
 (B) Select the “Items” button
 Select the + icon to add a new class, OR
 (M) Select the “Edit” and select ‘New record’
Class: XX-Class A
Item: AS10100
Control Group: Check Box
Save (Ctrl-S).
 Now initiate the cycle counting(auto-scheduler) for Day 2 of your cycle count
 Select “Perform Full Cycle Count”
Name Parameters
Generate automatic schedule requests Cycle Name: XX-CYCLE-COUNT
Generate cycle count requests Cycle Name: XX-CYCLE-COUNT
Cycle Count Listing Cycle Name: XX-CYCLE-COUNT
 Ensure that you check the “save” box for this report ONLY.
 Select Submit button, then click no to submit another request.
When the program name CYCLE COUNT LISTING has completed normally, then
 (B) Select the “View Output” button
Note: If you do not have data on the output of the report, please ask for assistance
Enter several pre-approved cycle count entries and then enter the remainder of your items to be
counted for your cycle count, XX-CYCLE-COUNT.
 Pre-approved counts are not subject to any cycle count tolerances established; whatever
count quantity is entered on the cycle count entry form is automatically approved.
(N)Inventory>Choose your organization/M1> Counting> Cycle Counting> Cycle Count
 (M) Select the top menu under “Tools” > Select ‘Enter pre-approved counts’
 Enter a count for one of your items that is unreasonable – if your system quantity is 50, and
then enter in a count quantity of 20,000.
 Save (Ctrl-S).
 Close the cycle count entries form.
Review the Approval action of the count you just entered.

(B) Select the “Approvals” button
 Notice the approval action for this item ‘AS41481’ is approved even though the count quantity
entered exceeded the cycle count tolerances established. This was a preapproved count
requested.
1. Enter the remaining count quantities for your items.
(B) Select the “Counts” button
Note: if you change the region to “Adjustments” you can see the system generated quantity.
Enter your count quantities for your items.
(B) For serial items that appear on your cycle count, after entering a count for that item, click the
‘Serial’ button and click the ‘All Present’ button if you do not want to perform an adjustment, otherwise,
“unclick” the present check box(to enter an adjustment)) If you do not click the “Serial” button prior to
moving the count field, a pop up will not appear informing you to “Please enter the serial number
details for this request”
Once you have entered a count for each item on the cycle count entries form
Save (Ctrl-S).
(B) Click “OK” button for adjustments processed window.
(N) Inventory> Choose your organization/M1>Counting> Cycle Counting> Approve Counts

 If you do not have any counts that have a status of recount, then skip the step 7 and 8.
3. Recount any of your items that have a status of ‘recounted’

(N)Inventory >Choose your organization> Counting>Cycle Counting>Cycle Count Entries

 (B) Select the “Find” button
 Find all open count requests=YES
 Enter quantities
Save (Ctrl-S).
(N) Inventory> choose your organization>Counting> Cycle Counting> Approve Counts
Notice the counts just entered for item AS66311 recount have the approval option set to “None”. This
is due to the fact that automatic recounts were enabled for your cycle count, and the maximum number
of recounts was set to 1. If you had entered 2 for the maximum number of recounts, then the action for
‘recounted items’ that were recounted and still not with tolerances would still be set to ‘Recount’ (until
maximum number of recounts is reached).
LAB 22 Forecast and Forecast Sets
Organization M1 has been used for demonstration
1. Define and item, which will have a general planning method of reorder point planning. Enter
the appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning
method, lead times, order cost, carrying cost)
(N)Inventory >Choose your organization> Items> Master Items

 Item: XX-reorder
 Description: For testing reorder point planning
 (M) Select the top menu under “Tools”
 Select “Copy from”
 Template: Purchase Item
 (B) Select “Apply” and “Done”

 Select the alternative region: “General Planning”
 Inventory Planning method= ‘Reorder Point’ (pop list)
 Cost:
 Order=6 (fixed dollar amount to place the order regardless of quantity)
 Carrying=. 15 (the annual carrying cost to stock one unit of the item)
 Source Type: Supplier
 Select the alternative region “MPS/MRP”

 Ensure that planning method is set to: “Not Planned”
 Forecast Control: None
 Select the alternative region “Lead times”
 Preprocessing Lead time: 1(number of days required to place a purchase
order)
 Processing Lead time: 1(number of days to procure the item)
 Post processing Lead time: 1(number of days to deliver a “Purchased” item into
inventory)
Save (Ctrl-S).
 Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2)

organizations.
 Then assign your category set to the new item in both organizations.
Save (Ctrl-S).
1. Create a Forecast Rule to use when you generate your forecast in step 5.
(N)Inventory>Choose your organization> Setup> Rules>Forecast
 Name: XX-MY Rule
 Description: My Forecasting rule
 Bucket Type: Weeks
 Include
 Sales Order shipments: Check box
 Issues to WIP: Do Not Check box
 Miscellaneous Issues: Check box
 Inter-org Transfers: Check box
 Forecast: Focus
Save (Ctrl-S).
2. Manually load the safety stock quantity for item XX-reorder
(N)Inventory>Choose your organization> Planning> Safety Stocks
 (B) Select “New” button
 Default item: XX-reorder
 Effective Date: Today’s Date
 Quantity: 100
Save (Ctrl+S)
3. Create a forecast and forecast set, which will be used by the reorder point-planning lab to
calculate the EOQ for your reorder point planned item.
( N) > Inventory > choose your organization>Planning> Forecast> Sets

Add a forecast set:
 Forecast Set: XX-FC-SET
 Description: XX’s FCSET
 Bucket type: Weeks
 Level: Item
 Consume: Yes
 Outlier Update: 100%
 Backward Days: 3
 Forward Days: 3
 Save (Ctrl-S).
Enter below information at line level

 Forecast: XX-FC
 Description: XX’s Forecast
Save (Ctrl-S).
(B) Select the “Forecast Items” button
Note: You should receive a pop up note box: Warning: This item is not planned.
Item: XX-reorder (rest of the information will default)

Just click ok – This warning message is letting the user know that the item is NOT MRP or MPS
planned.
You can still plan for this item using Reorder Point planning
(B) Select “Detail” button
Bucket Date End Date No of Buckets Current Original
Weeks Today’s date 3 months from today (accept default) 300
Save (Ctrl-S).
4. Generate your forecast.

(N)Inventory > Choose your organization>Planning> Forecasts>Generate
 Forecast Name: XX-FC
 Forecast Rule: XX-MY Rule
 Selection: Specific Inventory Item
 Item: XX-reorder
 Category Set: Inv.Items
 Specific category: Blank
 Overwrite: All Entries
 Start Date: Accept Default
 Cutoff Date: Accept Default
(B) Select “Submit request” button
This forecast will be used for the reorder point Lab.
LAB 23 Reorder Point Planning
1. Run the Reorder point planning (ROP) report to see if it’s time to replenish item ‘XX-
reorder’
(N) Inventory >choose your organization>Planning> Reorder Point Planning
Parameters:
 Item Selection: Items under reorder point
 Restock: No
 Forecast: XX-FC
 1st Sort: Category
 Category Set: Inv.Items
 Note: accept all other default parameters
 (B) Select “OK” button
 (B) Select the “Submit Request” button
 Write down the concurrent request id
 After the program “Reorder Point planning” completes with a status of Normal
(B) Select the “View Output” button to view your report.
If there is no data on report output, ask for assistance before proceeding to next step.
1. Now, perform a miscellaneous receipt transaction in organization M1 for the item ‘XX-reorder’ for a
quantity of 50 and then rerun the ROP report again (Use the same input parameters used when first
running the report)
If you need help performing a miscellaneous transaction, see labs 9 through 14.
Re Order Planning Report Output
Check if the order quantity has changed now.
LAB 24 Min-Max Planning
1. Define an item, which will be min-max, planned. Set appropriate values to allow running the
min/max report for either the whole organization or for specific sub inventories; XX-subinv and FGI.
(N)Inventory >choose your organization>Items> Master Items
 Item: XX-minmax
 Description: For testing min/max planning report
 (B) Select “Apply” and “Done”
 Select the alternative region “Purchasing”
 List Price= 5
 Select the alternative region “General Planning”
 Inventory planning method “Min-Max” (pop list)
 Min-Max quantities:
 Minimum: 50
 Maximum: 500
 Order Quantity:
 Minimum: 50
 Maximum: 250
 Cost:
 Order: 5
 Carrying: 5
 Source: Supplier
 Fixed Order Quantity: 50
 Select the alternative region “MPS/MRP”

 Planning method: Not Planned
 Forecast Control: None
 Pegging: None
 Select the alternative region “Lead Times”
 Preprocessing Lead time: 1(number of days required to place a
purchase order)
 Processing Lead time: 1(number of days to procure the item)
 Post processing Lead time: 1(number of days to deliver a “Purchased” item into
inventory)
Save (Ctrl-S).
1. Assign to Seattle Manufacturing (M1)/your organization

2. When the organizations items form is returned, notice all item attribute values entered at the
master level default to the child org –these item attribute values at the organization level are
used when running the min/max for the entire organization.
 Then assign your category set to your item in Seattle Manufacturing. Either do this from the
master organization, then from the top menu under tools, organization assignment, org
attributes button, and when the organization items form appears, use the top menu under
tools item categories or use the organization items form then the top menu under tools, item
categories, or use the category sets form, assign button and assign your category set to both
organizations items. If you need help, please ask.
 Save (Ctrl-S).
 If you HAVE NOT assigned your category set to item XX-minmax from the organization
window with in the master items form, then navigate to the organization items window
(Items>organization items form) and perform step 3. If you have assigned your category set
to item XX-minmax from organization window within the master items form, DO NOT close
the organization assignment window, continue on.
 Select the org attributes button (ensure your cursor is on the correct organization (M1) prior
to do this)
2. Establish min-max parameters for running the report by sub inventory.
(M) Select the top menu under “Tools”
3. Select “Item Sub inventories”
Sub-inventory Min-Max Planning Min Quantity Max Quantity
XX-subinv Yes 25 500
4. Select the alternative region “Sourcing”
Type: Supplier (pop list)
5. Select the alternative region “Lead times”
Preprocessing Lead time: 1
Processing lead time: 1
Post processing lead time: 1
Sub-inventory Min-Max Planning Min Quantity Max Quantity
FGI Yes 100 250
6. Select the alternative region “Sourcing”
Type: Supplier (pop list)
Select the alternative region “Lead times”
Preprocessing Lead time: 1

Processing lead time: 1
Post processing lead time: 1
Save (Ctrl-S).
Note: These values entered at the sub inventory level are used when running the min/max for the
specific organization/sub inventory specified
Close all windows and return to the navigator.
7. Run the Min-Max Planning report to see if it is time to replenish the item XX-minmax in ‘XX-sub inv’.
(N) Inventory >Choose your organization>Planning>Min-Max Planning
 Planning Level: Sub inventory

 Sub inventory: XX-Subinv
 Item Select: Items under minimum quantity
 Category set: XX-SET
 Restock: No
o (Note: accept all other default values)
 (B) Select the “OK” button
 (B) Select the “Submit Request” button – Click “No”
 When the program “Min/Max planning” has completed with a status of Normal
 (B) Select the “View Output” button to view your report
 Check if there is a suggested reorder quantity on the report output for your item
8. Now, perform a miscellaneous receipt transaction in organization M1 for item XX-minmax,

sub-inventory FGI a quantity of 75, and then rerun the min-max report again for specific
sub inventory.
If you need help performing the transaction, see labs 9 through 14.
(For the report, use the same input parameters used in step 4, except change sub inventory
XX-sub inv to sub inventory FGI.
9. Run the min-max for the entire organization to see if there any items that need to be replenished.
(N)Inventory >Choose your organization> Planning>Min-Max Planning
 Planning Level: Organization

 Item Select: Items under minimum quantity
 Restock: NO
 (Note: accept all other default values)
10. Now, perform a miscellaneous issue transaction in organization M1 for item XX-minmax, sub inventory
FGI for quantity of 30, and then rerun the min-max report again for the entire organization.
11. Try to verify the differences if any.
12. Now, rerun the min-max report again for the entire organization, allowing the system to generate
requisitions or purchase orders
Planning Level: Organization
Item Select: Items under minimum quantity
Category Set: XX-SET
Restock: Yes
(Note: accept all other default values)
At this point, please do not continue to the next step until all requisitions have been
imported into the Purchasing module.
Steps to import requisition to Purchasing:

Navigation: Purchasing Super User > View > Requests > Submit a new request
Program Name: Requisition Import
Parameters:
 Import Source: INV
 Accept all other defaults
 Verify the Requisition imported to Purchasing:
 Make a note of the Requisition number
13. Now, rerun the min-max report again for the entire organization
 Planning Level: Organization
 Item Select: All min-max planned items
 Restock: No
 Supply cutoff date: 1 month from today.
 (Note: accept all other default values)
LAB 25 Available to Promise (ATP)
1. Create an ATP rule which you can run to check availability of item ‘XX-item’
(N) Inventory >Choose your organization/M1>Setup>Rules>Available to Promise
 Name: XX-ATP-RULE
 Consumption:
Backward=Yes
Forward=Yes
 Accumulate available=Yes
 Infinite Supply= User Defined Time fence
 Days = 15
 Accept all other defaults
Save (Ctrl+S)
2. Perform an ATP inquiry for item ‘XX-item’

(N) Order Management Super user > Scheduling> ATP Inquiry
 Org: M1
 Item: XX-item
 ATP rule: XX-ATP-RULE (XX-ATP-Rule will be defaulted based on the
organization parameters from organization selected)
 UOM: Ea
 Tab to required quantity: 1000
 Tab to required date: Today’s date
 (B) Select the “ATP Details” button to see the ATP details page
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Oracle Inventory Basic Setup Labs

E-Business Suite R12.2.6

12-Dec-2005 Edgar Arroyo Version 1.0 No Previous

Michael.Schubert Support GCS

Edgar Arroyo Project Manager

» Introducing navigation through Inventory application forms

» Different item attribute settings

Typographic Conventions Used in Oracle Application Navigation Paths in this document

This simplified path translates to the following:

Prerequisite 1 Create a Unique User Name 1

Prerequisite 2 Create a Unique Person 2

LAB 1 Inventory Structures 5

LAB 1.1 Organization Data Collection 14

LAB 2 Units of Measure 18

LAB 3 Status Codes 21

LAB 4 Item Attribute Controls 28

LAB 5 Categories and Category Sets 30

LAB 6 Item Templates & Item Copy 43

LAB 7 Item Catalog Groups 47

LAB 8 Item Relationships 53

LAB 9 Item Searches 58

LAB 10 Inventory Controls- Item Locators 64

LAB 11 Inventory Controls: Item Revision 73

LAB 12 Inventory Controls: Lot Control 77

LAB 13 Inventory Controls: Item Serial numbers 81

LAB 13.1 Inventory Analyzer 92

LAB 14 Creating Custom Transaction Sources Types 98

LAB 15 Performing Inventory Transactions 103

LAB 16 Receiving Transactions 110

LAB 17 Return To Vendor 116

LAB 18 ABC Analysis 119

LAB 20 Physical Inventories 139

LAB 21 2nd Day Cycle Counting 145

LAB 22 Forecast and Forecast Sets 154

LAB 23 Reorder Point Planning 163

LAB 24 Min-Max Planning 167

LAB 25 Available to Promise (ATP) 179

1. (N) System Administrator > Security> User> Define

Prerequisite 2 Create a Unique Person

1. (N) US HRMS Manager > People > Enter and Maintain

25. Government reporting Entity = Vision Services

 (N) System Administrator> Security> User > Define

 In the Username field query for the username you defined

LAB 1 Inventory Structures

Switch Responsibility to “Manufacturing and Distribution Manager”.

 Select File Menu, Select Switch Responsibility.

2. Create New Organizations

(N) Inventory> Setup> Organizations> Organizations

Select New (A) button

Enter Organization Details:

 Capture Organization id:

Select the ‘Others’ (B)

Organization Code = XXX

 Under the Costing Information Tab:

 Under the Revision, Lot, Serial And LPN Tab:

4. Define Sub inventories

 Switch the responsibility to ‘Application Diagnostics’

 select organization_id from mtl_parameters where organization_code=’&your org code’

(B) Select Submit.

LAB 2 Units of Measure

(N) Inventory >Setup > Units of Measure>Classes

Close the form.

(N)Inventory >Setup>Units of Measure> Units of Measure

Close the Unit of Measure form.