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Oracle Inventory Latest 111130132449 Phpapp02 PDF
Oracle Inventory Latest 111130132449 Phpapp02 PDF
Training On
Oracle Inventory
Agenda
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Introduction to Oracle
inventory management
What is Inventory?
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Introduction to Oracle
inventory management
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Inventory Integration with other modules
Oracle
WIP Oracle
Flow Manufacturing Oracle
Oracle Cost Project
Management Manufacturing
Oracle External
Purchasing
Systems
Oracle
Inventory
Oracle Order
Management Oracle Master
Oracle Scheduling/MRP
Engineering Oracle Bills
Oracle of Material
Shipping
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Inventory Integration with finance modules
External
Systems
Oracle Oracle
Payables General
Ledger
Oracle
Inventory
Oracle Oracle
Receivables Assets
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Introduction to Oracle inventory management
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Introduction to Oracle inventory
management
Item
Item
An item is a part or service that are purchased, sold,
planned, manufactured, stocked, distributed, or
prototyped .
Item Statuses and Attributes
Status attributes are item attributes that enable key
functionality for each item. An item status is defined by
selecting the value check boxes for the status attributes.
Both status attributes and item status can be controlled at
the item level or organization levels.
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Introduction to Oracle inventory
management
Unit of Measure
A unit of measure (UOM) is a term used along with a numeric
value, to specify the quantity of an item. For example, “each”
is a unit of measure that used to specify the number of units of
an item.
A unit of measure class is a group of units of measure with
similar characteristics. For example, “weight” can be a unit of
measure class with units of measure such as kilogram, gram,
pound, and ounce.
A unit of measure conversion is a mathematical relationship
between two different units of measure.
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Introduction to Oracle inventory management
2 Each = 1 lb
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Introduction to Oracle inventory
management
Organization Calendar
workday calendar must be defined in Inventory if the
following are to be performed :
inventory forecasting ,reorder-point planning, available-to-
promise analysis or cycle counting.
Inventory automatically generates a workday pattern (the
base calendar) that includes all days, including non-
workdays, between the start and end dates specified.
workday exceptions can be assigned to the base calendar to
denote holidays, schedule maintenance, or overtime.
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Introduction to Oracle inventory management
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Introduction to Oracle inventory management
Category Grouping
Other
Subassembly Software
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Introduction to Oracle inventory management
Inventory Controls
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Introduction to Oracle inventory management
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Introduction to Oracle inventory management
Inventory Transactions
Transaction
A transaction is an item movement into, within, or out of
inventory. A transaction changes the quantity, location, or
cost of an item. Inventory supports a number of predefined
and user-defined transaction types.
Every material movement has a corresponding set of
accounting transactions that Oracle Inventory automatically
generates.
All transactions validate the various controls (revision,
locator, lot number, and serial number) enabled for items.
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Introduction to Oracle inventory management
Receive Goods
WIP Purchasing
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Agenda
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Inventory Enterprise Structure
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Inventory Enterprise Structure
Organization Structure BG
Set of Books
LE
LE LE
LE
OU
OU
OU
OU OU
OU
IO
IO IO
IO IO
IO
IO
IO IO
IO IO
IO
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Inventory Enterprise Structure
Multi-org
Multi-Org is a key component that provides secure
access to the different organizations of the
enterprise supports multiple organizations of the
enterprise structure in a single database.
Operating Unit is the primary organization unit
through which user secures transaction data, but
also creates processes and reports on financial
applications data. An Operating Unit can be used to
model an autonomous business unit that performs
one or more business activities and creates
transactions with financial impact.
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Inventory Enterprise Structure
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Inventory Enterprise Structure
Set of Books
Set of Books is the financial reporting Business Group
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Inventory Enterprise Structure
Group.
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Inventory Enterprise Structure
Operating Unit
– An operating unit represents an organization that uses Business Group
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Inventory Organization Structure
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Inventory Enterprise Structure
Inventory Organization Structure
Organization
Subinventories
Locators
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Inventory Enterprise Structure
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Inventory Enterprise Structure
– Subinventory
Subinventories are unique physical or logical separations of
material inventory, such as raw material inventory, finished
goods inventory, or defective goods inventory. In Oracle
Inventory, all material within an organization is held in a
subinventory. Therefore, you must define at least one
subinventory.
– Locator
You use locators to identify physical areas where you store
inventory items. Item quantities can be tracked by locator.
Items can also be restricted to specific locators
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Review Question
Currency
Calendar
Chart of Account
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Agenda
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Inventory Setup
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Inventory Setup
Flexfield Definitions
* Refer System Administrator & AOL training for Flexfield set up
Profile Options
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Inventory Setup
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Inventory Setup
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Inventory Setup
Online
TP:INV: Transfer Between SubInv Form No Processing
Online
TP:INV: Update Average Cost Form No Processing
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Inventory Setup
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Inventory Setup
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Inventory Setup
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Inventory Setup
Organization Setup
Before using Oracle Inventory, one or more organizations
need to be defined. Organizations represent distinct entities
in a company and can include separate manufacturing
facilities, warehouses, distribution centers, and branch
offices.
Organizations can be classified and connected to model the
overall enterprise structure. The classifications include:
- Business Groups
- Legal Entities (LE) / Government Reporting Entities (GRE)
- Operating Units
- Inventory Organizations
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Inventory Setup
Organization Setup
(N)> Inventory>Setup>Organizations>Locations
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Inventory Setup
Organization Setup
(N)>setup>Organizations> Organizations
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Inventory Setup
Organization Setup
(N)>setup>Organizations> Organizations
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Inventory Setup
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Inventory Setup
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Inventory Setup
Organization Setup
(N)>setup>Organizations> Parameters
Organization Setup
(N)>setup>Organizations> Parameters
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Inventory Setup
Organization Setup
(N)>setup>Organizations> Parameters
Costing organization determines
which is the costing organization for
the organization in question. However
Determines the costing
for an average costing organization
method used in the
the costing organization is the same
organization. Options are
organization i.e. the costs cannot be
Standard costing,
shared.
Average costing, FIFO &
LIFO
Organization Setup
(N)>setup>Organizations> Parameters
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Inventory Setup
Organization Access
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Inventory Setup
Organization Setup
Subinventory
Locator
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Inventory Setup
Subinventory set up
A subinventory is a physical or logical grouping of
inventory, such as raw material, finished goods, defective
material, or a freezer compartment.
Subinventory set up
(N) INV> Setup>Organizations>Subinventories
Indicates whether
to include items in
this subinventory in Indicates whether each
ATP calculations. transaction for this
subinventory updates
the quantity on hand
for the subinventory
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Inventory Setup
Subinventory set up
(N) INV> Setup>Organizations>Subinventories
Can only be selected if
locator control is set as
Determined at subinventory
level in the Organization
Parameters window
available inventory
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Inventory Setup
Subinventory set up
(N) INV> Setup>Organizations>Subinventories
These valuation
accounts are used
in a standard
costing scenario.
For average costing
org, system picks
up the accounts
from org level
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Inventory Setup
Workday Calendar
Workday calendar can be defined both in Inventory and
Bills of Material.
Workday Calendar
(N) INV> Setup>Organizations>Calendar
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Inventory Setup
Units of Measure
Units of measure (UOM) are defined for tracking/moving/storing
& counting items. Each item defined in Inventory must have a
primary UOM. Each transaction performed in Inventory must have
a UOM associated with the transaction quantity and a conversion
defined back to the primary UOM.
Units of Measure
Perform the following steps to define multiple UOMs and
set up conversions:
Define intraclass
conversions
Define interclass
conversions
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Inventory Setup
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Inventory Setup
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Inventory Setup
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Agenda
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Creating and Maintaining Items
3
Define
Items
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Creating and Maintaining Items
Item Attributes
Item attributes are fields in the item table used to store specific
characteristics of an item, such as item status, unit of measure,
revision control, etc.. These can be controlled at either the
master or the organization level.
Item Attributes
Attributes Controlled at the Organization Level
An item may have different values for such attributes in each
organization in which it is defined.
Item Attributes
(N) Inventory>Setup>Items >Attribute Controls
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Creating and Maintaining Items
Status Attributes
Defaults Value: Value of this attribute defaults when assigning the status to an item. Can
be changed.
Sets Value: Value of this attribute defaults when assigning the status to an item. Once
assigned the default cannot be changed.
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Creating and Maintaining Items
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Creating and Maintaining Items
Allows to create an
Invoice Enabled Receivables
invoice for the item
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Creating and Maintaining Items
Item Status
When defining an item, status must be given by using the Item
Status attribute. The Item Status attribute has a user defined set
of yes/no values for the status attributes. The values are applied
to the status attributes when an item status code is chosen when
defining an item.
Item Status
(N) Inventory>Setup>Items>Status Codes
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Creating and Maintaining Items
Item Attributes
Status Control
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Creating and Maintaining Items
Item Templates
Templates are defined sets of attributes that can be used
over and over to create many similar items. Templates make
initial item definition easier and more consistent.
Item Templates
Users can define their own templates or predefined templates
include:
ATO Model ATO Item Kit
Product Family
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Creating and Maintaining Items
Item Templates
(N) Inventory>Setup>Items>Templates
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Creating and Maintaining Items
Item Categories
A category is a logical classification of items that have similar
characteristics.
Some application modules, Inventory , for example require that all items are
assigned to a category. The user specifies a default category for this
purpose in each of these modules. Categories and category sets are used to
group items for various reports and programs.
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Creating and Maintaining Items
Define categories.
Define category sets and assign the categories to the sets. Each set can
use a different Flexfield definition if required.
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Creating and Maintaining Items
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Creating and Maintaining Items
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Creating and Maintaining Items
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Creating and Maintaining Items
Defining Items
With the Master Item window, items and the attributes
associated with them (such as description, unit of measure or
lot control) can be defined and updated.
Defining Items
An item is a part or service that is purchased, sold, planned,
manufactured, stocked, distributed, or prototyped. The
following Modules use items:
Inventory Purchasing
Attributes Attributes
Planning Invoicing
Attributes Attributes
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Creating and Maintaining Items
Copy templates
Copy items
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Creating and Maintaining Items
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Creating and Maintaining Items
Defining Items
(N) Inventory>Items>Master Items
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Creating and Maintaining Items
Defining Items
Organization Assignment
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Creating and Maintaining Items
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Creating and Maintaining Items
Cross–reference types
Cross–reference types define relationships between items
and entities such as old item numbers or supplier item
numbers. For example, a cross–reference type Old can be
created to track the old item numbers , and a cross-reference
type Supplier to track supplier part numbers.
multiple cross-reference types can be assigned to a single
item.
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Creating and Maintaining Items
Cross–reference types
(N) Inventory>Items>Cross References
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Creating and Maintaining Items
Customer Items
(N) Inventory>Items>Customer Items>Customer Items
Allows the entry of
customer part
numbers and the
customer(s) they are
associated with.
These items can
also be associated
with commodity
codes and container
types
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Creating and Maintaining Items
Used to define
cross references
between
inventory items
and the customer
items defined
above.
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Agenda
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Inventory Controls
Overview
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Inventory Controls
Locator setup
Locators are optional structures within subinventories.
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Inventory Controls
Locator setup
(N) INV> Setup>Organizations>Subinventories
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Inventory Controls
Revision Control
A revision is a particular version of an item, bill of material,
or routing.
By using the ‘Revision control’ option while defining items
item quantities can be tracked by item revision. To do so a
revision is a must for each material transaction.
Revision control is enabled for items for which version
changes or changes that are significant enough to track but
are not affecting the function and feature of the item are
tracked .
RevisionControl item attribute cannot be changed when
an item has quantity on hand.
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Inventory Controls
Revision Control
When defining Revision numbers letters, numbers and
characters such as A, A1, 2B, etc can be used.
Letters are always in upper case and numbers may include
decimals.
To ensure that revisions sort properly, decimals should
always be followed by a number.
Revisions are sorted according to ASCII rules.
Each revision must be greater than the previous revision.
For example, revision 10 cannot be used after revision 9
because, according to ASCII sorting, 10 precedes 9.
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Inventory Controls
Lot Control
Inventory provides complete lot number support for
inventory transactions.
A lot identifies a specific batch of an item that is
received and stored in an organization.
Lot control is a technique for enforcing the use of lot
numbers during material transactions, thus enabling the
tracking of batches of items throughout their movement
in and out of inventory.
If Lot Control is turned on for an item, the lot number
must be indicated to perform a transaction.
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Inventory Controls
Lot Control
Lot Control must be turned on at the item level.
lot numbers must be assigned whenever items under
lot control are received into inventory.
An inventory receipt can be split in to several lots, as
necessary.
Quantities can be added to existing lot numbers.
Inventory will generate default lot numbers by using the
default lot number generation method which is configured
in the Organization Parameters window during setup.
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Inventory Controls
Lot Control
Lot can have an
expiration date by
assigning a number of
lot control shelf life days
or by entering a lot
expiration date.
The expiration date
controls the availability
of the lot for transacting
and planning purposes.
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Inventory Controls
Lot Control
An Expired Lot:
is not considered as on-hand supply when performing min-
max, reorder point or MRP planning calculations.
cannot be reserved for a date beyond the expiration date.
can be transacted and is included in on-hand quantities.
is included in all inquiries and reports.
is included in a cycle count and count entry and
adjustments are allowed.
is included in a physical inventory and tag entry and
adjustments are allowed.
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Inventory Controls
Lot Control
Disabled Lots:
Disabling a lot only prevents it
from appearing in a list of values
when performing receipt
transactions.
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Inventory Controls
Lot Control
A Disabled Lot:
is included in available to transact, available to promise and
available to reserve calculations.
is included as on-hand supply when performing min-max,
reorder point or MRP planning calculations.
is included as on-hand in all inquiries and reports, including
inventory valuation reports.
can be transacted with Inventory functions and the
Transaction Open Interface.
can be reserved.
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Inventory Controls
Serial Control
A serial number is an alphanumeric piece of information
assigned to an individual unit of an item. A serialized unit is a
combination of an item number and a serial number.
Individual units of items can be tracked by using serial
numbers. Serial number control is a system technique for
enforcing the use of serial numbers during a material
transaction. Serial numbers can be used to track items over
which a very tight control is to be maintained.
One serial number per unit of an item can be assigned
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Inventory Controls
Serial Control
Generating Serial Numbers
Depending on how Serial Number Control is set at the Master
Item level will determine how serial numbers are generated.
If No Control is specified as the serial number control type, no
serial number control will be enforced.
If Predefined is specified as the serial number control type,
serial numbers for that item must be predefined.
If control At inventory receipt or At sales order issue, optionally
serial numbers for the item can be predefined.
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Inventory Controls
Serial Control
Generating Serial Numbers
Inventory uses the starting
serial number prefix and the
starting serial number
specified in the Item screen .
The process of generating
serial numbers is done
through a concurrent report.
This does not assign numbers
to units in inventory, it simply
reserves serial numbers for an
item, for later use.
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Agenda
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nventory Transactions
Overview
Understanding of Transaction Types
Miscellaneous Transactions
Subinventory Transfer
Receipts
Move Orders
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nventory Transactions
Transaction Transaction
Source Type Action
Transaction
Type
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nventory Transactions
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nventory Transactions
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nventory Transactions
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nventory Transactions
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nventory Transactions
Miscellaneous Miscellaneous
Receipt Issue
Direct Interorganization
Interorganization Transfer by Way
Transfer of Intransit
Organization
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nventory Transactions
Miscellaneous Transactions
Select the
transaction type
Account for
passing
adjustment If you want to enter
transactions transaction line by
serial number for
serialized item
check this box
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nventory Transactions
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nventory Transactions
Enter the
quantity to
be adjusted
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nventory Transactions
Subinventory transfer
Use the Subinventory transfer window to:
Transfer material within your current organization
between subinventories, or between two locators
within the same subinventory
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nventory Transactions
Subinventory Transfer
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nventory Transactions
Require Direct
Internal Order Transfer
Delhi to Ship Pune
Organization Organization
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nventory Transactions
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nventory Transactions
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nventory Transactions
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nventory Transactions
Subinventory in Subinventory in
the shipping the receiving
organization organization
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nventory Transactions
Note: Receiving for Inter ORG orders will be covered as a part of receiving transactions
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nventory Transactions
Receipts
Type of Receipt Transactions
Receive both internally and externally sourced shipments
Process unordered receipts
Receive substitute items
Inspect items for quality control and invoice matching
needs
Correct transaction errors
Receive returned items into invento
Return delivered items to receiving
Receipts
Use the Find
Expected Receipts
window to:
Find source
documents for which
you can enter
receipts.
Use the Supplier and
Internal tabbed region
to search for
Purchasing
documents.
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nventory Transactions
Receipts
Use the Receipt Header window to enter header information
for all types of receipts.
Receipts
Use the Receipts window to enter receipt line information.
As routing is
direct receipt,
the inventory is
delivered on
saving the
Default transaction
Enter the receipt subinventory
quantity from PO. It can
be overridden
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nventory Transactions
Move Orders
Overview Of Move Orders
Move Orders
Move Order Type Transaction Type Generation & Approval
• Account
Move Order • Manually Generated
Transfer
Requisition • Optional Approval
• Subinventory
Processing
Transfer
• Automatically
• Kanban
Replenishment • Generated
Min Max
Move Orders • • Pre-approved
Replenishment
• Ready for
• Count
Transaction
Approve
Move order move
order Move order locates
requisition
material sources Pick
created
Ticket
In case of shortage
move order
can be re-planned
Default source
subinventory
for move order
Select
Transaction
Type
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nventory Transactions
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nventory Transactions
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nventory Transactions
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Agenda
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nventory Accuracy Control
Cycle Counting
Cycle counting is the periodic counting of individual items
throughout the year. Count items of higher value more
frequently than items of lower value. The differences between
the system quantity and counted quantity are adjusted to
correct the system quantity and inventory value in the system.
Physical inventory
A physical inventory is a periodic reconciliation of system on-
hand balances with physical counts in inventory. It is normally
done once in a year as a part of financial auditing requirement
to verify inventory assets on balance sheet. Production is
stopped at the time of carrying out this activity.
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nventory Accuracy Control
ABC Classification
ABC Analysis
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nventory Accuracy Control
ABC Classification
ABC Analysis
Define ABC compilation Define ABC classes
ABC Classification
ABC Compilation
Press Compile
Criterion for categorizing to generate
your items in compile results
Organization. It can be
based on current value or
historical usage value
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nventory Accuracy Control
ABC Classification
ABC Compilation- Descending Value Report
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nventory Accuracy Control
ABC Classification
Use ABC classes to identify the value groupings to which
items belong.
Define these classes using own terminology. For example,
you might define classes High value, Medium value, Low
value.
Assign items of highest rank to the High class, those of lower
rank to the Medium class and those of lowest rank to the Low
class.
Can use ABC classes to group items for a cycle count where
you count “A” items more frequently than “B” items.
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nventory Accuracy Control
ABC Classification
ABC Classes
Define class
names for your
ABC Classification
purpose
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nventory Accuracy Control
ABC Classification
Define ABC Assignment Group
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nventory Accuracy Control
ABC Classification
Define ABC Assignment Group
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nventory Accuracy Control
ABC Classification
ABC Item Assignments
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nventory Accuracy Control
ABC Classification
Updating Item Assignments
Cycle Counting
Maintain Cycle Count
Adjustment account to
If items not scheduled store variance amount
for counting to be by which inventory is
included adjusted
If automatic recount
required for out of
tolerance items
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nventory Accuracy Control
Cycle Counting
Maintain Cycle Count
Cycle counting to be
allowed for serialized
items or not. If
allowed will there be
What Details to be
multiple serial
printed. Quantity
numbers per request
only or quantity
or one serial number
with serial
per request
numbers
Scheduling
daily or
weekly or by
periods
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nventory Accuracy Control
Cycle Counting
Maintain Cycle Count Header
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nventory Accuracy Control
Cycle Counting
Mentions the
numbers of times
the item to be
counted in a year
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nventory Accuracy Control
Cycle Counting
Cycle Count Items
Item specific
quantity tolerance
can be maintained
here
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nventory Accuracy Control
Cycle Counting
Schedule Cycle Count
Automatic Scheduling
Oracle inventory uses the number of items in each cycle
count class, the frequency of each class, and the workday
calendar of your organization to determine how many and
which items you need to count during the scheduling
frequency.
Manual Scheduling
You can manually schedule counts in addition to or instead
of those generated with automatic scheduling.
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nventory Accuracy Control
Cycle Counting
Generate Cycle Count Request
Cycle count Scheduler for
automatic scheduling
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Inventory Accuracy Control
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Inventory Accuracy Control
Cycle Counting
Cycle Count Entries
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Inventory Accuracy Control
Cycle Counting
Approve Cycle Count
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Inventory Accuracy Control
Cycle Counting
Cycle Count Entries and Adjustments Report:
This report shows all cycle count entries for a specified time period. It analyzes the
number of cycle count transactions you make against an item, and the number of units
you actually adjust. The report also calculates the value, in your functional currency, of
the adjustments to inventory.
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Inventory Accuracy Control
Physical Inventory
Define physical inventory
Generate tags
Count items
Enter counts
Void tags
Approve counts
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Inventory Accuracy Control
Physical Inventory
Define Physical Inventory
Physical Inventory
Generate Tags
Physical Inventory
Physical Inventory Tags Counts
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Inventory Accuracy Control
Physical Inventory
Approve Counts
Approval option- Always the system requires approval of all
counts entered. You must approve or reject each adjustment
before running the physical adjustments program. After the
system adjusts all the approved counts the status of the
adjustment changes to ‘Posted
Physical Inventory
Approve Counts
Approve or reject
the count
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Inventory Accuracy Control
Physical Inventory
Perform Physical Inventory Adjustments
The system performs adjustments by creating a material
transaction for the +/- quantity of the adjustment.
Once adjustment program is run the system does not allow a
new tag generation or any further updates to the tag counts.
You must approve or reject all adjustments or the system will
not run the adjustments program.
Tag quantities, adjustment quantities, and adjustment values
can be reported before performing the adjustments.
You can use the adjustment report to authorize approvals or
request recounts of items with large pending adjustments.
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Inventory Accuracy Control
Physical Inventory
Perform Physical Inventory Adjustments
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Inventory Accuracy Control
Physical Inventory
Purge Physical Inventory
Purging tags only: You can purge
all tags associated with a physical
inventory definition. If irreversible
mistakes are made in the count-
entry phase, you can start over
without refreezing your inventory.
Planning methods:
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Inventory Planning
A u to
No R e p l e n is h - Y es
m e n t?
M in - M a x P l a n n i n g a t O r g
O rg
o r S u b i n v e n t o r y le v e l ?
M in - M a x r e p o r t Buy M ake or Buy ? M ake
S u p p lie r
3 .0 D e fin e P la n n in g
2 .0 R u n M in -M a x 7 .0 C re a te
a tt rib u te s fo r M in -
P la n n in g R e p o r t a t S o u rc e ? U n r e le a s e d J o b
M a x p la n n e d it e m s
O r g le v e l a t S u b In v le v e l S u p p lie r
In te rn a l
4 .0 R u n M in - M a x
P la n n in g R e p o r t a t
S u b In v le v e l 5 .0 C re a te 6 .0 C re a te
P u rc h a s e In te r n a l
R e q u is itio n s R e q u is itio n s
6 .1 C re a te
A In te r n a l
R e q u is it io n s
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Do you want
Yes Enter fixed lot increments
specific lot
increments?
No
Enter minimum order quantity
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Define subinventory-
level min-max
information (optional).
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Enter the
minimum and
maximum
quantity Enter the planning
method as Min
Max Planning
Enter the source type as
supplier if you want to
generate purchase
requisitions. Enter
subinventory or organization
if you want to generate move
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Inventory Planning
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Populate Requisition
Interface
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Reorder-point planning
Reorder-point planning is a method of determining
the size and timing of item replenishment orders.
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Reorder-point planning
Quantity
Reorder Point
Safety Stock
Time
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Reorder-point planning
You can perform-reorder point planning for the
entire organization.
Reorder-point planning
Reorder Point Planning Steps
Enter item planning
attributes.
Run Reorder-point
report.
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Reorder-point planning
Item Planning Attributes
Select Reorder-point Enter a carrying cost
as the inventory percent.
planning method.
Specify a fixed-lot
Enter an order cost.
size multiplier.
Reorder-point planning
Enter postprocessing
lead time.
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Item Planning Attributes
User-defined percentage
To use the user-defined percentage method, you must use the
Reload Safety Stock window and specify the following information
for the item:
A forecast
A safety stock percent
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Entering Safety Stock- User Defined
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Reorder-point planning
Entering Safety Stock
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Reorder-point planning
Forecast Item Demand
Define a forecast set for your
forecasting scenario. With in your
forecast set define your forecast
name
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Reorder-point planning
Forecast Item Demand
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Reorder-point planning
Reorder Point Program
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Reorder-point planning
Reorder Point Program
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