D16356GC20 Supp Pracs

Oracle Internal & Oracle Academy Use Only
11i Inventory Management

Fundamentals
Supplemental Practices
D16356GC20
Edition 2.0
November 2005
D22440
Copyright © Oracle Corporation, 2004. All rights reserved.
This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing
restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this
documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights
and the following legend is applicable:
Restricted Rights Legend
Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed
to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in
Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the
Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or
criminal penalties.
If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with
“Restricted Rights,” as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).

The information in this document is subject to change without notice. If you find any problems in the documentation, please report
them in writing to Worldwide Education Services, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores, CA 94065.
Oracle Corporation does not warrant that this document is error-free.
Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation.
All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.
Author
Oracle University Instructors
Technical Contributors and Reviewers
This book was published using: oracletutor

Table of Contents
11i Inventory Management Fundamentals Supplemental Practices...........................................................1-1

11i Inventory Management Supplemental Student Practices.........................................................................1-2
Objectives ......................................................................................................................................................1-3
Setup..............................................................................................................................................................1-4
Practice - Create a Location.......................................................................................................................1-5
Solution - Create a Location ......................................................................................................................1-7
Practice - Define an Inventory Organization .............................................................................................1-10
Solution - Define an Inventory Organization.............................................................................................1-15
Practice - Create Subinventories................................................................................................................1-26
Solution - Create Subinventories ...............................................................................................................1-28
Practice - Build a Workday Calendar with Exceptions..............................................................................1-33
Solution - Build a Workday Calendar with Exceptions.............................................................................1-35

Practice -Set up Units of Measure .............................................................................................................1-41
Solution - Setup Units of Measure.............................................................................................................1-43
Items ..............................................................................................................................................................1-45
Practice - Define an Item Status ................................................................................................................1-46
Solution - Define an Item Status................................................................................................................1-49
Practice - Create an Item Template............................................................................................................1-55
Solution - Create an Item Template ...........................................................................................................1-56
Practice - Define and Maintain Items ........................................................................................................1-58
Solution - Define and Maintain Items........................................................................................................1-61
Practice - Set up Locator Control ..............................................................................................................1-66
Solution - Set Up Locator Control.............................................................................................................1-69
Practice - Set up Inventory Controls..........................................................................................................1-76
Solution - Set up Inventory Controls .........................................................................................................1-80
Practice - Set up Item Categories...............................................................................................................1-88
Solution - Set up Item Categories ..............................................................................................................1-90
Practice - Set up Catalog Groups...............................................................................................................1-93
Solution - Set up Catalog Groups ..............................................................................................................1-96
Practice - Create Item Relationships (Optional) ........................................................................................1-99
Solution - Create Item Relationships .........................................................................................................1-101
Inventory Transactions ..................................................................................................................................1-105
Practice - Process an Inter-Org Transfer....................................................................................................1-106
Solution - Process an Inter-Org Transfer ...................................................................................................1-107
Practice - Receive Items ............................................................................................................................1-109
Solution - Receive Items............................................................................................................................1-111
Practice - Receive against an Open Purchase Order ..................................................................................1-115
Solution - Receive against an Open Purchase Order .................................................................................1-117
Practice - Process a Receipt against an RMA ............................................................................................1-121
Solution - Process a Receipt against an RMA ...........................................................................................1-123
Practice - Process a Subinventory Transfer ...............................................................................................1-127
Solution - Process a Subinventory Transfer...............................................................................................1-128
Practice - Process a Miscellaneous Transaction using an Account Alias ..................................................1-129
Solution - Process a Miscellaneous Transaction using an Account Alias..................................................1-130
Practice - Customize Transactions.............................................................................................................1-132
Solution - Customize Transactions ............................................................................................................1-134
Practice - Create a Move Order .................................................................................................................1-137
Solution - Create a Move Order.................................................................................................................1-138
Practice - Transact a Move Order ..............................................................................................................1-140
Solution - Transact a Move Order .............................................................................................................1-142
Practice - Enable Shortage Messages ........................................................................................................1-145
Solution - Enable Shortage Messages........................................................................................................1-150
Copyright © 2004, Oracle. All rights reserved.
11i Inventory Management Fundamentals Supplemental Practices Table of Contents

i
Inventory Replenishment...............................................................................................................................1-159
Practice - Define a Forecast.......................................................................................................................1-160
Solution - Define a Forecast ......................................................................................................................1-162
Practice - Run Reorder Point Planning ......................................................................................................1-165
Solution - Run Reorder Point Planning .....................................................................................................1-167
Practice - Min/Max Planning.....................................................................................................................1-170
Solution - Min/Max Planning ....................................................................................................................1-171
Practice - Kanban Replenishment: Supplier Sourced ...............................................................................1-174
Solution – Kanban Replenishment: Supplier Sourced ..............................................................................1-177
Practice - Kanban: Supplier Sourced ........................................................................................................1-184
Solution – Kanban: Supplier Sourced.......................................................................................................1-185
Inventory Accuracy .......................................................................................................................................1-188
Practice - Compile an ABC Analysis ........................................................................................................1-189
Solution - Compile an ABC Analysis........................................................................................................1-192
Practice - Set up Cycle Counting...............................................................................................................1-197
Solution - Set up Cycle Counting ..............................................................................................................1-200

Practice - Define a Physical Inventory.......................................................................................................1-207
Solution - Define a Physical Inventory......................................................................................................1-210

ii
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
• Working experience with Oracle Applications
Prerequisites
• 11i Navigating Oracle Applications

iii
Additional Publications
• System release bulletins
• Installation and user’s guides
• Read-me files
• International Oracle User’s Group (IOUG) articles
• Oracle Magazine

iv
Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)

(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.
and phrases, For further information, see Oracle7 Server SQL Language
titles of books and Reference Manual.
courses, Enter user_id@us.oracle.com, where user_id is the
variables name of the user.
Quotation Interface elements Select “Include a reusable module component” and click Finish.
marks with long names
that have only This subject is covered in Unit II, Lesson 3, “Working with
initial caps; Objects.”
lesson and chapter
titles in cross-
references
Uppercase SQL column Use the SELECT command to view information stored in the
names, commands, LAST_NAME
functions, schemas, column of the EMP table.
table names
Arrow Menu paths Select File > Save.
Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:
[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

v
Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2. (M) From the menu, select Query then Find.
3. (B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab

vi
Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.

vii

viii
11i Inventory Management
Fundamentals Supplemental
Practices
Chapter 1
11i Inventory Management Fundamentals Supplemental Practices

Chapter 1 - Page 1
11i Inventory Management Supplemental Student Practices

Chapter 1 - Page 2
Objectives

Chapter 1 - Page 3
Setup

Chapter 1 - Page 4
Practice - Create a Location
Overview
In this practice you will create a new location.
Assumptions
• Replace XX with your terminal number or initials.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

Tasks
Define a Location
1. Sign on to the Personal Home Page

− User = operations
− Password = welcome
2. Responsibility = Inventory, Vision Operations (USA)
3. Navigate to the Locations window
• (N) Setup > Organizations > Locations
4. Create a new location (replace XX with your team number)

− Name = TXX-LOCATION
− Description = TXX Location
Enter Address Details
5. (T) Address Details

− Address Style = United States
6. Enter appropriate address information
Ex. Address is:

− Address 1 : 100 Buena Vista Drive
− City: Orlando
− State: FL
− Zip Code: 32803
− County: Orange
− Country: United States
− Telephone: 407-828-5000

Chapter 1 - Page 5
7. Click LOV for Timezones.
• Select GMT Eastern Time.
Enter Shipping Details
8. (T) Shipping Details

− Shipping Location = TXX-Location
9. Review a check in the boxes on the form.
10. Save your work.

Chapter 1 - Page 6
Solution - Create a Location
Define a Location
1. Sign on to the Personal Home Page


The alphabetical responsibility list reflects the applications granted to the username
operations.
3. Navigate to the Locations window
• (N) Setup > Organizations > Locations
4. Create a new location

− Name = TXX-LOCATION
− Description = TXX Location
Enter Address Details
5. (T) Address Details

− Address Style = United States

Chapter 1 - Page 7
6. Click in the Address field and enter:

7. (B) OK
8. Click LOV for Timezones.
• Select GMT Eastern Time.

Chapter 1 - Page 8
• Click (B) OK.
Enter Shipping Details
9. (T) Shipping Details

− Shipping Location = TXX-Location
10. Confirm a check in all boxes on Shipping Details tab.
11. Save

Chapter 1 - Page 9
Practice - Define an Inventory Organization
Overview
In this practice you will create a new inventory organization and link it to a location
Assumptions

Tasks
Define an Inventory Organization
2. Navigate to the Organization window
• (N) Setup > Organizations > Organizations
3. (B) New in Find window

− Name =TXX-ORG
− Type = Plant
4. Enter a date in the From field early enough for any historical information that you need to
enter. (The default is the current date.)
− To Date = Leave Blank
− Location = TXX-LOCATION (use the LOV)
5. Save your work before you continue.
6. Use the list of values to select Inventory Organization in the Name field in the Organization
Classifications region.
• Click the Enabled box.
7. Save your work.
System will display red modal to save your work before you can continue.
Complete Accounting Information
8. (B) Others

Chapter 1 - Page 10
9. Press Tab or click in the LOV to open flexfield structure.
10. Select Accounting Information using the LOV option or typing first few letters in each field.
− Set of Books = Vision Operations
− Legal Entity = Vision Operations
− Operating Unit = Vision Operations
Complete Inventory Parameters
11. Open the Organization Parameters window
• (B) Others
12. Select Inventory Information

13. (T) Inventory Parameters
− Organization Code = TXX
− Item Master Organization = Vision Operations
− Calendar = Vision01
− Process Enabled = No
− Demand Class = Blank
− Move Order Timeout Period = 60
− Move Order Timeout Action = Approve Automatically
− Locator Control = Determined at subinventory level
− Allow Negative Balances = Selected
14. (T) Costing Information

− Costing Method = Standard
− Transfer Detail to GL = Summary
− Reverse Encumbrance = No
− Default Material Sub-Element = Blank
15. Enter valuation accounts according to the following table:
Account Type Account

Material 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
16. (T) Revision, Lot, Serial

Chapter 1 - Page 11
17. Enter information according to the following table:
Field Value
Starting Revision A
Lot Control: Uniqueness None
Lot Control: Generation At item level
Zero Pad Suffix Unselected
Lot Control: Prefix #LOT
Lot Control: Total Length 30
Serial Control: Uniqueness Within Inventory Items

Serial Control: Generation At Organization Level
Serial Control: Prefix #SER
Serial Control: Starting Serial
Number
18. (T) ATP, Pick, Item Sourcing
Field Value
ATP Defaults: Rule Total ATP, No DC
(Select the second one of 2)
Picking Defaults: Rule RevSub
Picking Defaults: Subinventory
Picking Defaults: Locator Order
Item Sourcing Detail: Type Supplier
Item Sourcing Detail: Organization
Item Sourcing Detail: Subinventory
20. (T) Inter-org Information
Field Value
Inter-Organization Transfer Charge Predefined Percent
Predefined Percent 10

Chapter 1 - Page 12
Field Value
Transfer Credit 01-520-5290-0000-000
Purchase Price Variance 01-520-5210-0000-000
Receivable 01-000-1810-0000-000
Payable 01-000-2370-0000-000
Intransit Inventory 01-000-1460-0000-000
22. (T) Other Accounts

Field Value
Invoice Price Variance 01-520-5220-0000-000
Accounts Payable Accrual 01-000-2220-0000-000
Sales 01-520-4110-0000-000
Cost of Goods Sold 01-520-5110-0000-000
24. Save
25. (B) OK to acknowledge message: Costing method cannot be changed:
26. Close the Organization Parameters window by clicking "x" in upper right corner.
27. (B) Others
28. Choose Receiving Information

− Days Early and Late = 5
− Action = Warning
− Tolerance = 5%
− Action = Automatic
− Type = Numeric
− Next Receipt Number = 1000
− Allow Substitute Receipts = Checked

− Allow Unordered Receipts = Checked
− Allow Express Transactions = Checked
− Allow Cascade Transactions = Checked

Chapter 1 - Page 13
− Receipt Routing = Standard
− Enforce Ship-To = Warning
− ASN Control Action = Warning
− Receiving Inventory Account = 01-000-1410-0000-000
− Clearing Account = 01-000-2220-0000-000
Link the Location to the Inventory Organization
29. Open the Location window
• (N) Setup > Organizations > Location
30. (T) Other Details

− Inventory Organization = TXX-TXX-ORG

Chapter 1 - Page 14
Solution - Define an Inventory Organization
Define an Inventory Organization
2. Navigate to the Organization window
• (N) Setup > Organizations > Organizations
3. (B) New
− Name =TXX-ORG
− Type = Plant

4. Enter a date in the From field early enough for any historical information that you need to
enter. (The default is the current date.)
− To Date = Leave Blank
− Location = TXX-LOCATION
Note: Multiple inventory organizations can share the same physical location if the Inventory
Organization field associated with the Location was left blank (as in the prior exercise!).
5. Save your work.
6. Use the list of values (LOV) to select Inventory Organization in the Name field in the
Organization Classifications region.
7. Select the Enabled check box (use the mouse or the space bar).
8. Save.

Chapter 1 - Page 15
Complete Accounting Information
9. (B) Others
10. Select Accounting Information using the LOV option
11. Press Tab or click in the LOV to open flexfield structure.
• Type first few letters in each field.

− Set of Books = Vision Operations
− Legal Entity = Vision Operations
− Operating Unit = Vision Operations

Chapter 1 - Page 16
12. (B) OK
13. (B) OK

14. (B) Yes to save changes
Complete Inventory Parameters
15. Open the Organization Parameters window:
• (B) Others
16. Select Inventory Information
17. (B) OK
18. (T) Inventory Parameters

− Organization Code = XX
− Item Master Organization = Vision Operations
− Calendar = Vision01
− Process Enabled = No
− Demand Class = Blank
− Move Order Timeout Period = 60
− Move Order Timeout Action = Approve Automatically
− Locator Control = Determined at subinventory level
− Allow Negative Balances = Selected

Chapter 1 - Page 17
19. (T) Costing Information
− Costing Method = Standard
− Transfer Detail to GL = Summary
− Reverse Encumbrance = No
20. Enter valuation accounts according to the following table:

Account Type Account
Material 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

Chapter 1 - Page 18
21. (T) Revision, Lot, Serial
Field Value
Starting Revision A
Lot Control: Uniqueness None
Lot Control: Generation At item level
Zero Pad Suffix Unselected
Lot Control: Prefix #LOT
Lot Control: Total Length 30
Serial Control: Uniqueness Within Inventory Items
Serial Control: Generation At Organization Level
Serial Control: Prefix #SER
Serial Control: Starting Serial 100
Number

Chapter 1 - Page 19
23. (T) ATP, Pick, Item-Sourcing
Field Value
ATP Defaults: Rule Total ATP, No DC
(Select the second one of 2)
Picking Defaults: Rule RevSub
Picking Defaults: Subinventory
Picking Defaults: Locator Order
Item Sourcing Detail: Type Supplier
Item Sourcing Detail: Organization
Item Sourcing Detail: Subinventory
• Click Arrow to display additional tabs.

Chapter 1 - Page 20
25. (T) Inter-org Information
Field Value
Inter-Organization Transfer Charge Predefined Percent
Predefined Percent 10
Transfer Credit 01-520-5290-0000-000
Receivable 01-000-1810-0000-000
Payable 01-000-2370-0000-000
Intransit Inventory 01-000-1460-0000-000

Chapter 1 - Page 21
27. (T) Other Accounts
Field Value
Invoice Price Variance 01-520-5220-0000-000
Accounts Payable Accrual 01-000-2220-0000-000
Sales 01-520-4110-0000-000
Cost of Goods Sold 01-520-5110-0000-000

Chapter 1 - Page 22
29. Close the Organization Parameters window
30. Save
31. (B) OK to acknowledge message: Costing method cannot be changed:
32. (B) Others
33. Choose Receiving Information
34. (B) OK
− Days Early and Late = 5

Chapter 1 - Page 23
− Tolerance = 5%
− Action = Automatic
− Type = Numeric
− Next Receipt Number = 1000
− Allow Substitute Receipts = Checked

− Allow Unordered Receipts = Checked
− Allow Express Transactions = Checked
− Allow Cascade Transactions = Checked
−

Receipt Routing = Standard
− Enforce Ship-To = Warning
− ASN Control Action = Warning
− Receiving Inventory Account = 01-000-1410-0000-000
− Clearing Account = 01-000-2220-0000-000
35. Save
Link the Location to the Inventory Organization
36. Open the Location window

Chapter 1 - Page 24
• (N) Setup > Organizations > Location
37. Query your inventory organization
• Press F11
• Enter XX%
• Press Ctrl F11
38. (T) Other Details

− Inventory Organization = TXX-TXX-ORG

39. Save

Chapter 1 - Page 25
Practice - Create Subinventories
Overview
In this practice you will create subinventories for the Seattle Manufacturing inventory
organization.
Assumptions

Tasks
Chose an Inventory Organization
2. Navigate to the Change Organizations window
3. (N) Change Organization
• (N) Change Organization
4. Organization = M1 - Seattle Manufacturing
5. Navigate to the Subinventories Summary window
• (N) Setup > Organizations > Subinventories
6. Create 4 new subinventories.
• Accept all defaults for FGI, MAIN, RM
• Clear Quantity Tracked for XXLV
Name Description
XXFGI Finished Goods Inventory
XXMAIN Main Stores
XXRM Raw Materials
XXLV Low Value

Chapter 1 - Page 26
Verify Subinventories
7. Navigate to the Subinventories Summary window for M2-Boston Manufacturing
• (N) Setup > Organizations >Subinventories
8. Query all subinventories that are defined within this inventory organization.
9. Record whether or not the XXFGI subinventory exists within this inventory organization
(Y/N) and why. ______________________________________________________
10. Record the number of subinventories that exist within the Boston Manufacturing inventory
organization. __________________.

Query subinventories
• (M) View > Record > Last
• Note lower left corner of screen
Change the Current Inventory Organization
11. Change the current inventory organization to M1- Seattle Manufacturing

Chapter 1 - Page 27
Solution - Create Subinventories
Chose an Inventory Organization

5. (B) OK
7. (B) New
− Name = XXFGI

Chapter 1 - Page 28
− Description = Finished Goods Inventory
8. Save

Note: We will change default information in later practices.
9. (M) File > New

− Name = XXMain
− Description = Main Stores
10. Save
11. (M) File > New

− Name = XXRM
− Description = Raw Materials

Chapter 1 - Page 29
12. Save

13. (M) File > New
− Name = XXLV
− Description = Low Value
− Clear Quantity Tracked box
14. Save
15. Close windows until you are back at the Navigator
Change Inventory Organizations
17. (N) Change Organizations


Chapter 1 - Page 30
18. Organization = M2 - Boston Manufacturing
19. (B) OK
Verify Subinventories
• (N) Setup > Organizations >Subinventories
21. Query all subinventories that are defined within this inventory organization.
• (M) View > Find All

22. Record whether or not the XXFGI subinventory exists within this inventory organization
(Y/N) and why. No, XXFGI was created in M1 Seattle only
23. Record the number of subinventories that exist within the Boston Manufacturing inventory
organization. Thirteen
• Query subinventories
• (M) View > Record > Last
• Note lower left corner of screen
24. Close windows until you are back at the Navigator.


Chapter 1 - Page 31
Change the Current Inventory Organization
25. Change the current inventory organization to M1- Seattle Manufacturing
26. (N) Change Organizations
28. (B) OK

Chapter 1 - Page 32
Practice - Build a Workday Calendar with Exceptions
Overview
In this practice you will build a workday calendar with exceptions.
Assumptions

Tasks
Define a Workday Exception Set
2. Navigate to the Exception Templates window
• (N) Setup > Organizations > Calendar Exception Templates
3. Complete template details

− Name = XX-Except
− Description = Exception set for Team XX Calendar
4. Enter at least 3 exception dates
Note: Don’t forget to select the “Days On” checkbox!
5. Save your work
Define a Workday Calendar
Using the “Define Workday Calendar” functionality, define a workday calendar for your team.
You will define a calendar workday pattern, exceptions to that pattern and build your calendar.
6. Navigate to the Workday Calendar window
• (N) Setup > Organizations > Calendars
7. Create a workday calendar

− Name = XX-Cal
− Description = Calendar for team XX
− Quarterly Type = 4/4/5 Week Pattern
− Calendar Date Ranges = First Monday in January of the current year to the default.

Chapter 1 - Page 33
8. Define a workday pattern according to the following table:
Seq On Off Description
1 5 2 Regular work week
9. Close the Workday Patterns window
Verify your Calendar
10. (B) Dates
Note: You should see the days of your work week blacked out.
Load your Exception List

11. Load your Exception List
− Load From = Template
− Template = XX-Except
Note that your exceptions are added to your workday calendar.
Build your Workday Calendar
12. Submit the concurrent request to build your workday calendar
• (M) Tools > Build
13. Record your request number __________________ .
Verify the Concurrent Request Completes Successfully
14. Navigate to the Requests window and verify the request completed successfully.
Answer the Following Questions about your Calendar
15. Record the following information regarding your workday calendar.

Question Answer
What was your workday pattern?
Which days are designated as “off” days
How did you identify the “off” days?
Take a look at another month in which you
designated exceptions to your workday
calendar. What days have designated
exceptions?
Close windows until you are back at the
Navigator.

Chapter 1 - Page 34
Solution - Build a Workday Calendar with Exceptions
Define a Workday Exception Set
2. Navigate to the Exception Templates window
• (N) Setup > Organizations > Calendar Exception Templates
3. Complete template details

− Name = XX-Except
− Description = Exception set for Team XX Calendar

4. Enter at least 3 exception dates
Note: Don’t forget to select the “Days On” checkbox!
5. Save your work.
Define a Workday Calendar
Using the “Define Workday Calendar” functionality, define a workday calendar for your team.
You will define a calendar workday pattern, exceptions to that pattern and build your calendar.
6. Navigate to the Workday Calendar window

Chapter 1 - Page 35
• (N) Setup > Organizations > Calendars
7. Create a workday calendar

− Name = XX-Cal
− Description = Calendar for team XX
− Quarterly Type = 4/4/5 Week Pattern
− Calendar Date Ranges = First Monday in January of the current year to default
8. Save

9. (B) Workday Pattern
10. Define a workday pattern according to the following table:
Seq On Off Description

1 5 2 Regular work week
11. Save

Chapter 1 - Page 36
12. Close the Workday Patterns window
Verify your Calendar
13. (B) Dates
Note: You should see the days of your work week blacked out.

Chapter 1 - Page 37
Load your Exception List
14. (B) Exception List
15. (B) Load

− Load From = Template
− Template = XX-Except
16. (B) OK

17. (B) OK

Chapter 1 - Page 38
18. 17. Note that your exceptions are added to your workday calendar.
Build your Workday Calendar
19. Submit the concurrent request to build your workday calendar
• (M) Tools > Build
20. Record your request number __________________ .
21. (B) OK
Verify the Concurrent Request Completes Successfully
22. Navigate to the Requests window
• (M) View > Requests

− Specific Requests = Selected

Chapter 1 - Page 39
− Request ID = Your request number
23. (B) Find
24. Verify the request completed successfully.
Answer the Following Questions about your Calendar
25. Record the following information regarding your workday calendar.
Question Answer
What was your workday pattern?

Which days are designated as “off” days
How did you identify the “off” days?
Take a look at another month in which you
designated exceptions to your workday
calendar. What days have designated
exceptions?
Close windows until you are back at the
Navigator.

Chapter 1 - Page 40
Practice -Set up Units of Measure
Overview
In this practice you will create units of measure.
Assumptions

Tasks
Create a Unit of Measure Class
2. Navigate to the Units of Measure Classes window
• (N) Setup > Units of Measure > Classes
3. Define a new unit of measure class according to the following table:
Name Description Base Unit UOM

XX-Qty XX-Quantity Class XX-Each XXE
Define Units of Measure
4. Navigate to the Units of Measure window
• (B) Units of Measure
5. Create units of measure according to the following table:
Name UOM Description

XX-Dozen XXD XX Dozen UOM
XX-Gross XXG XX Gross UOM
XX-Case XXC XX Case UOM
6. Save and close window by clicking "x" in upper right corner.

Chapter 1 - Page 41
Define Unit of Measure Conversions
7. Navigate to the Unit of Measure Conversions window
• (B) Conversions
8. Create Standard Unit of Measure Conversions according to the following table:
Unit Class Conversion Base Unit

XX-Dozen XX-Qty 12 XX-Each
XX-Gross XX-Qty 144 XX-Each
XX-Case XX-Qty 24 XX-Each

Chapter 1 - Page 42
Solution - Setup Units of Measure
Create a Unit of Measure Class
2. Navigate to the Units of Measure Classes window
• (N) Setup > Units of Measure > Classes
3. Create a new record
• (M) File > New

4. Define a new unit of measure class according to the following table:
Name Description Base Unit UOM

XX-Qty XX-Quantity Class XXEach XXE
5. Save
Define Units of Measure
6. Navigate to the Units of Measure window
• (B) Units of Measure
7. Create units of measure according to the following table:

Chapter 1 - Page 43
Name UOM Description
XXDozen XXD XX Dozen UOM
XXGross XXG XX Gross UOM
XXCase XXC XX Case UOM
8. Save and close window.

Define Unit of Measure Conversions
9. Navigate to the Unit of Measure Conversions window
• (B) Conversions
10. Create Unit of Measure Conversions according to the following table:
Unit Class Conversion Base Unit

XXDozen XX-Qty 12 XXEach
XXGross XX-Qty 144 XXEach
XX-ase XX-Qty 24 XXEach
11. Save and close window.

Chapter 1 - Page 44
Items

Chapter 1 - Page 45
Practice - Define an Item Status
Overview
In this practice you will define an item status.
Assumptions

Tasks
Define an Item Status
2. Navigate to the Item Status window
• (N) Setup > Items > Status Codes
3. Create a new status code

− Status = XXProto
− Description = XX Prototype Item Status
4. Set status attributes according to the following table:
Attribute Value Usage

BOM Allowed Yes Default control
Build in WIP No Default control
Customer Orders Enabled No Default control
Internal Orders Enabled Yes Default control
Invoice Enabled No Default control
Purchasable No Default control
Stockable Yes Default control
Transactable Yes Default control
Define a New Item using your Status
5. Navigate to the Master Items window

Chapter 1 - Page 46
• (N) Items > Master Items
6. Create a new item.

− Item = XXNew Part
− Description = You choose
7. Apply the Finished Goods template
• (M) Tools > Copy From Template
Enable the Item in Two Inventory Organizations
8. Enable the item in inventory organizations according to the following table:

Org Name Assigned
M1 Seattle Manufacturing Checked
M2 Boston Manufacturing Checked
9. Return to the Master Items window and record the status of your part.
________________________.
10. Record the status of the following attributes:
Attribute Setting
BOM Allowed
Build in WIP
Customer Orders Enabled
Internal Orders Enabled
Invoice Enabled
Purchasable
Stockable
Transactable
Update the Item Status
11. Update the item's status to XXProto
12. Note the current values and identify which have changed. Determine if this is consistent
with the values you set up for the XXProto.

Chapter 1 - Page 47
Attribute Setting
BOM Allowed
Build in WIP
Invoice Enabled
Purchasable
Stockable
Transactable

Review the Control Settings for each Status Attribute
13. Navigate to the Attribute Controls window
• (N) Setup > Items > Attribute Controls or select second tab in left corner
14. Record the settings for each status attribute.
Attribute Name Controlled At Status Setting

Stockable
Transactable
Purchasable
Build in WIP
BOM Allowed
Invoice Enabled

Chapter 1 - Page 48
Solution - Define an Item Status
Define an Item Status

2. Navigate to the Item Status window
• (N) Setup > Items > Status Codes
3. Create a new status code

− Status = XXProto
− Description = XX Prototype Item Status
4. Set status attributes according to the following table:
Attribute Value Usage

BOM Allowed Yes Default control
Build in WIP No Default control
Customer Orders Enabled No Default control
Internal Orders Enabled Yes Default control
Invoice Enabled No Default control

Chapter 1 - Page 49
Purchasable No Default control
Stockable Yes Default control
Transactable Yes Default control
5. Save

Define a New Item using your Status

− Item = XXNew Part
− Description = You choose
7. (M) > Tools > Copy From

− Template = Finished Good
8. (B) Apply
9. (B) Done
10. Save

Chapter 1 - Page 50
Enable the Item in Two Inventory Organizations
11. Open the Organization Assignment window
• (M) Tools > Organization Assignment or select third tab on left corner
Org Name Assigned

12. Save

Chapter 1 - Page 51
13. Return to the Attribute Groups window
• (I) Attribute Groups or select second tab from left corner

14. Record the status of your part. ________________________ .
15. Record the status of the following attributes:
Attribute Setting
BOM Allowed
Build in WIP
Invoice Enabled
Purchasable
Stockable
Transactable
Update the Item Status
16. (T) Main

Chapter 1 - Page 52
− Item Status = XXProto

17. Save
18. Note the current values and identify which have changed. Determine if this is consistent
with the values you set up for the XX-Proto.
Attribute Setting
BOM Allowed
Build in WIP
Invoice Enabled
Purchasable
Stockable
Transactable
Review the Control Settings for each Status Attribute
19. Navigate to the Attribute Controls window
• (N) Setup > Items > Attribute Controls
20. Record the settings for each status attribute.

Chapter 1 - Page 53
Attribute Name Controlled At Status Setting
Stockable
Transactable
Purchasable
Build in WIP
BOM Allowed
Invoice Enabled

Chapter 1 - Page 54
Practice - Create an Item Template
Overview
In this practice you will create an Item template.
Assumptions

Tasks
Review Item Templates
1. Responsibility = Inventory, Vision Operations (USA) (M1)
2. Navigate to the Find Item Templates window
• (N) Setup > Items > Templates
3. Review item template details for the following item templates:

− Template = Purchased Item
Create an Item Template
4. Create a new item template

− Template = XX-Leadtime
− Description = Standard leadtimes for new parts
− Organization = M1
5. Show = Lead Times

− Preprocessing Lead Time = 5
− Processing Lead Time = 44
− Post Processing Lead Time = 1

Chapter 1 - Page 55
Solution - Create an Item Template
Review Item Templates
1. Responsibility = Inventory, Vision Operations (USA) (M1)

3. (B) Find

4. (B) Open
Review Details
6. (M) View > Find

− Template = Purchased Item
7. (B) Find
8. (B) Open
9. Review details
10. Navigate to the Item Templates window
• (M) View > Find
11. (B) New

− Template = XX-Leadtime
− Description = Standard leadtimes for new parts
− Organization = M1
12. Save
13. Show = Lead Times

− Preprocessing Lead Time = 5

Chapter 1 - Page 56
− Post Processing Lead Time = 1
14. Save

Chapter 1 - Page 57
Practice - Define and Maintain Items
Overview
In this practice you will define and maintain items.
Assumptions

Tasks
3. Create a new item template

− Template = XX-Template
− Description = Team XX Finished Goods template
− Organization = Leave blank
4. Set item attributes according to the following table:
Region (Show = ) Attribute name Value Enabled

Bills of Material BOM Item Type Standard Yes
Work in Process Build in WIP Yes Yes
Costing Costing Enabled Yes Yes
Costing Inventory Asset Value Yes Yes
Inventory Inventory Item Yes Yes
Inventory Stockable Yes Yes
Inventory Transactable Yes
Inventory Cycle count enabled Yes Yes
Main Item Status XX-Proto Yes
Main User Item Type Finished Good Yes

Chapter 1 - Page 58
Order Management OE Transactable Yes Yes
Order Management Customer Ordered Yes Yes
Order Management Shippable Yes Yes
Invoicing Invoiceable Item Yes Yes
Purchasing Purchased Yes Yes
Purchasing Purchasable Yes Yes
Create an Item using the Template

• (N) Items > Master Item
6. Create an item. Apply the XX-Template.

− Item = XX-Item01
− Description = Team XX - Item created from template
Save your work before you continue.
Enable the Item the Appropriate Inventory Organizations
7. Assign the item to following inventory organizations

Org Name Assigned
Answer the Following Questions
8. Did the template information update the attributes you expected? ____________
9. Where did the information come from that was NOT created from your item template?
____________
Create Items using the Finished Goods Template
10. Create items according to the following table.
Don’t forget to enable the items in both the M1 - Seattle Manufacturing and M2 - Boston
manufacturing inventory organizations.
Item Description Template Inventory Organizations
XX-Item02 XXItem-No inventory controls Finished Good M1-Seattle
(M) Tools > M2-Boston
Copy From

Chapter 1 - Page 59
XX-Item03 XXItem-Locator control ON Finished Good M1-Seattle
Copy From
XX-Item04 XXItem-Revision control ON Finished Good M1-Seattle
Copy From
XX-Item05 XXItem-Lot control ON Finished Good M1-Seattle
Copy From
XX-Item06 XXItem-Serial number control Finished Good M1-Seattle
ON (M) Tools > M2-Boston

Copy From

Chapter 1 - Page 60
Solution - Define and Maintain Items
3. (B) New
− Description = Team XX Finished Goods template

− Organization = Leave blank
4. Save
Set Item Attributes
5. Set item attributes according to the following table:

Bills of Material BOM Item Type Standard Yes
Work in Process Build in WIP Yes Yes
Costing Costing Enabled Yes Yes
Costing Inventory Asset Value Yes Yes
Inventory Inventory Item Yes Yes
Inventory Stockable Yes Yes
Inventory Transactable Yes
Inventory Cycle count enabled Yes Yes
Main Item Status XX-Proto Yes

Chapter 1 - Page 61
Main User Item Type Finished Good Yes
Order Management OE Transactable Yes Yes
Order Management Customer Ordered Yes Yes
Order Management Shippable Yes Yes
Invoicing Invoiceable Item Yes Yes
Purchasing Purchased Yes Yes
Purchasing Purchasable Yes Yes
6. Save

Create an Item using the Template
• (N) Items > Master Item
9. Create an item
− Description = XX - Item created from template
10. Apply the template
• (M) Tools > Copy From

Chapter 1 - Page 62

11. (B) Apply
12. (B) Done
13. Save
Enable the Item the Appropriate Inventory Organizations
14. Navigate to the Organization Assignment window
• (M) Tools > Organization Assignment

Chapter 1 - Page 63
15. Assign the item to following inventory organizations
Org Name Assigned

16. Save

17. Close the Organization Assignment window
• (I) Attribute Groups (hint: look for the icon on the left hand side of the window!)
Answer the Following Questions
18. Did the template information update the attributes you expected? ____________
19. Where did the information come from that was NOT created from your item template?
____________
Hint: Is your item Stockable? Why or Why not?
Create Items using the Finished Goods Template
20. Create items according to the following table.
Don’t forget to enable the items in both the M1 - Seattle Manufacturing and M2 - Boston
manufacturing inventory organizations.

Chapter 1 - Page 64
XX-Item02 XX -No inventory controls Finished Good M1-Seattle
Copy From (M) Tools > Organization
Assignment
XX-Item03 XX -Locator control ON Finished Good M1-Seattle
Assignment
XX-Item04 XX -Revision control ON Finished Good M1-Seattle

Assignment
XX-Item05 XX -Lot control ON Finished Good M1-Seattle
Assignment
XX-Item06 XX -Serial number control ON Finished Good M1-Seattle
Assignment

Chapter 1 - Page 65
Practice - Set up Locator Control
Overview
In this practice you will set up Locator control.
Assumptions

Tasks
Set up Subinventories for Locator Control
2. Navigate to the Subinventories window
• (N) Setup > Organizations > Subinventories (M1)
3. Find your subinventories and set locator controls according to the following table:
Subinventory Locator Control

XXFGI Item Level
XXMain Dynamic entry
Set up an Item to Require Locator Control
4. Navigate to the Organization Items window
• (N) Items > Organization Items
5. Find the XX-Item03 item and set locator control to Dynamic Entry
Test the Locator Control Setup
6. Navigate to the Miscellaneous Transactions window
• (N) Transaction > Miscellaneous Transaction
7. Enter default transaction information

− Date = Today’s date

Chapter 1 - Page 66
− Type = Miscellaneous Receipt
− Account = Enter %, then tab out. Choose01-000-1410-0000-000 from the list.
8. (B) Transaction Lines
9. Enter transaction lines according to the following table:
Item Subinventory Locator UOM Quantity

XX-Item02 XXFGI Ea 100
XX-Item02 XXMain 88.1.XX Ea 25
XX-Item03 XXFGI 88.2.XX Ea 200

11. Answer the following question.
Your Main subinventory is set up to require locator control for all items that are transacted
in it. Your FGI subinventory is not set up to require locator control for all items that are
transacted in it. Why, then, were you prompted for locator control on the third transaction?
_________________________________________________________
Define a Subinventory that Requires Pre-specified Locator Control
16. Define a new subinventory

− Name = XXLocStk
− Description = XXLocStk Subinventory
− Locator Control = Prespecified
Define Locators for the XXLocStk Subinventory
17. Navigate to the Stock Locators window.
• (B) Locators
18. Define locators according to the following table:


Chapter 1 - Page 67
Locator Description
XX.1.01 Team XX Locator

Note: Leave the project and task segments blank.
Test the Locators you Defined

− Account = Enter %, then tab out. Choose 01-000-1410-0000-000 from list.
Note: there is an error in the table. See if you can spot it!

XX-Item03 XXLocStk XX.1.01 Ea 5
23. Answer the following questions.
What was the error? ______________
If you needed to reconcile this error or were responsible for fixing it, how would you?
___________________________________________

Chapter 1 - Page 68
Solution - Set Up Locator Control
Set up Subinventories for Locator Control
2. Navigate to the Subinventories window
• (N) Setup > Organizations > Subinventories (M1)
3. Find your XXFGI subinventory
• (M) View > Find

− Subinventory = XXFGI
4. (B) OK
5. (B) Open
6. Locator Control = Item Level
7. Save
8. Find your XXMain subinventory

Chapter 1 - Page 69
• (M) View > Find
− Subinventory = XXMain
9. (B) OK
10. (B) Open
11. Locator Control = Dynamic entry
12. Save

Set up an Item to Require Locator Control
14. Find the XX-Item03 item
• (M) View > Find

15. (B) Find

Chapter 1 - Page 70
16. (T) Inventory
17. Locator Control = Dynamic Entry
18. Save

Test the Locator Control Setup


Chapter 1 - Page 71

XX-Item02 XXFGI Ea 100
XX-Item02 XXMain 88.1.XX Ea 25
XX-Item03 XXFGI 88.2.XX Ea 200
23. Save

Chapter 1 - Page 72
25. Answer the following question.
Your Main subinventory is set up to require locator control for all items that are transacted
in it. Your FGI subinventory is not set up to require locator control for all items that are
transacted in it. Why, then, were you prompted for locator control on the third transaction?
_________________________________________________________
Define a Subinventory that Requires Pre-specified Locator Control

29. (B) OK
31. (B) New

− Name = XXLocStk
− Description = LocStk Subinventory
− Locator Control = Prespecified

Chapter 1 - Page 73
32. Save
Define Locators for the XXLocStk Subinventory
33. Navigate to the Stock Locators window.
• (B) Locators
34. Define locators according to the following table:
Locator Description

Note: Leave the project and task segments blank.
35. Save

Chapter 1 - Page 74
Test the Locators you defined

− Account = Enter %, then tab out. Choose 01-000-1410-0000-000 from the list.

Note: there is an error in the table. See if you can spot it!
41. Answer the following questions.
What was the error? ______________
If you needed to reconcile this error or were responsible for fixing it, how would you?
___________________________________________

Chapter 1 - Page 75
Practice - Set up Inventory Controls
Overview
In this practice you will set up inventory controls.
Assumptions

Tasks
Enable Revision Control for an item
• (N) Items > Organization Items (M1)
3. Item number = XX-Item04
4. Revision Control = Selected
Define Multiple Revisions
5. Navigate to the Revisions window
• (M) Tools > Revisions
6. Note that a revision record already exists for this item (Revision A).
Where did this record come from? ______________________
7. Add revisions according to the following table:
Revision Effective Date

B Today
C 1st of next month

Chapter 1 - Page 76
Set up Lot Control for an Item
The inventory organization parameters for Seattle Manufacturing are set up so that lot numbers
will be unique across items and generated at the item level.

− Lot Expiration (Shelf Life) Control = User-defined
− Lot Control = Full Control
− Starting Prefix = XX
− Starting Number = 001

Set up Serial Control for an Item
The inventory organization parameters for Seattle Manufacturing are set up so that serial
numbers will be unique within inventory items and generated at the item level. This means that
you may use the same serial number for different items and that serial numbers will be generated
based upon the setting of the item attribute.

− Serial Generation = Predefined
− Serial Starting Prefix = SNXX
− Serial Starting Number = 0001
Predefine a Range of Serial Numbers
12. Navigate to the Generate Serial Numbers window
• (N) On-Hand Availability > Generate Serial Numbers
13. Specify request parameters

− Quantity = 1000
14. Submit
Note: A concurrent request should be submitted. Upon completion, 1000 serial numbers
will have been generated and will appear on the list of values during transaction entry.
15. Switch Responsibilities (to any other Responsibility) and Switch back to Inventory, Vision
Operations (USA)

Chapter 1 - Page 77
Test the Inventory Controls

− Account = Enter %, then tab out. Choose from the list.

Item Rev Subinventory Locator UOM Quantity
XX-Item04 A XXFGI Ea 200
XX-Item04 B XXFGI Ea 10
XX-Item04 C XXFGI Ea 5
Item Rev Subinventory Lot UOM Quantity

XX-Item05 A XXFGI Tab past Ea 50
20. Enter Lot/Serial information

− Lot Number = Tab through
− Expiration Date = Two months from today
− Quantity = 50

XX-Item06 99FGI Ea 40
− Serial Number Entry Mode = Ranges

− Start Serial Number = Type %, then tab out of the field
− End Serial Number = Defaults
View On-Hand Quantities
22. Navigate to the Subinventory On-hand Quantities window

Chapter 1 - Page 78
• (N) On-hand, Availability > On-hand Quantity
23. Review on hand quantities

Chapter 1 - Page 79
Solution - Set up Inventory Controls
Enable Revision Control for an item
4. (B) Find

5. (T) Inventory
6. Revision Control = Selected
7. Save
Define Multiple Revisions
8. Navigate to the Revisions window
• (M) Tools > Revisions
9. Note that a revision record already exists for this item (Revision A).
Where did this record come from? ______________________
10. Add revisions according to the following table:

Chapter 1 - Page 80
Revision Effective Date
B Today
C 1st of next month
11. Save

Set up Lot Control for an Item
The inventory organization parameters for Seattle Manufacturing are set up so that lot numbers
will be unique across items and generated at the item level.
14. (B) Find
15. (T) Inventory

− Lot Expiration (Shelf Life) Control = User-defined
− Lot Control = Full Control
− Starting Prefix = XX
− Starting Number = 001
16. Save

Chapter 1 - Page 81
Set up Serial Control for an Item
The inventory organization parameters for Seattle Manufacturing are set up so that serial
numbers will be unique within inventory items and generated at the item level. This means that
you may use the same serial number for different items and that serial numbers will be generated
based upon the setting of the item attribute.
19. (B) Find
20. (T) Inventory

− Serial Generation = Predefined
− Serial Starting Prefix = SNXX
− Serial Starting Number = 0001
21. Save

Chapter 1 - Page 82
Predefine a Range of Serial Numbers
23. Navigate to the Generate Serial Numbers window
• (N) On-Hand Availability > Generate Serial Numbers
24. Specify request parameters


Chapter 1 - Page 83
25. (B) OK
− Quantity = 1000
26. (B) OK
27. (B) Submit
28. Do not submit another request
Note: A concurrent request should be submitted. Upon completion, 1000 serial numbers
will have been generated and will appear on the list of values during transaction entry.
29. Switch Responsibilities (to any other Responsibility) and Switch back to Inventory, Vision
Operations (USA)(N): File > Switch Responsibility

Test the Inventory Controls


XX-Item04 A XXFGI Ea 200

Chapter 1 - Page 84
XX-Item04 B XXFGI Ea 10
XX-Item04 C XXFGI Ea 5

34. Save
Item Rev Subinventory Lot UOM Quantity

XX-Item05 XXFGI Tab past Ea 50
36. (B) Lot/Serial
37. Enter Lot/Serial information

− Lot Number = Tab through
− Expiration Date = Two months from today

Chapter 1 - Page 85
− Quantity = 50
38. (B) Done
39. Save

XX-Item06 99FGI Ea 40

41. (B) Lot/Serial
− Serial Number Entry Mode = Ranges
− Start Serial Number = Type %, then tab out of the field
− End Serial Number = Defaults
42. (B) Done
43. Save
View On-Hand Quantities
45. Navigate to the Subinventory On-hand Quantities window

Chapter 1 - Page 86
• (N) On-hand, Availability > On-hand Quantity
46. (B) Find
47. Review on-hand quantities


Chapter 1 - Page 87
Practice - Set up Item Categories
Overview
In this practice you will set up item categories and add your items to these categories.
You have created items that are going to be used in Vision Operations. You now want to put
those items into Categories for searching and reporting purposes.
You need to create new Category Codes so you can assign your items.
Assumptions

Tasks
Create Item Categories
1. Determine the number of categories you will need.
2. Create the item categories. We suggest you use: XXNo Controls and XXControls
3. Navigate to the Categories window
• (N) Setup > Items > Categories > Category Codes
4. (B) New
− Structure Name = Product Family
− Category = XXNo Controls
− Description = Team XX-Items with No Controls
5. Without leaving this window:
• Create the additional categories you will need.
Create a Category Set
At this point, you have created your category codes. Now you will create a Category Set and
assign your items to categories within the category set.
6. Navigate to the Category Sets window
• (N) Setup > Items > Categories > Category Sets

Chapter 1 - Page 88
− Name = XXItems
− Description = XX Items
− Flex Structure = Product Family
− Controlled at = Master Level
− Default Category = XXNo Controls
7. Check the box Enforce List of Valid Categories
8. In the category zone select categories from the List of Values
Assign Categories to Items

10. Query your items and assign them to your Category Set and your categories appropriately.
Hint: Use (M) Tools > Categories
Verify your Items are Correctly Assigned to Categories
You can run the Item Categories Report to show you what items are included in a category set
and the associated category codes.
11. Navigate to the Item Reports request submission window
• (N) Reports > Items
12. Run the Item Categories Report for your XXItems category set.
− Name = Item Categories Report
− Category Set = XXItems

Chapter 1 - Page 89
Solution - Set up Item Categories
Create Item Categories
1. Determine the number of categories you will need.
2. Create the item categories. We suggest you use: XXNo Controls and XXControls and
Create an XXMisc Category as the Default.
3. Navigate to the Categories window
• (N) Setup > Items > Categories > Category Codes

4. (B) New
− Structure Name = Product Family
− Category = XXNo Controls
− Description = Team XX-Items with No Controls
5. Without leaving this window:
• Create the additional category you will need
6. Save your work.
Create a Category Set
At this point, you have created your category codes. Now you will create a Category Set and
assign your items to categories within the category set.
7. Navigate to the Category Sets window
• (N) Setup > Items > Categories > Category Sets

− Name = XXItems
− Description = XX Items
− Flex Structure = Product Family
− Controlled at = Master Level
− Default Category = XXNo Controls

Chapter 1 - Page 90
8. Check the box Enforce List of Valid Categories
In the category zone select categories from the List of Values

9. Save your work.
Assign Categories to Your Items
11. Query your items and assign them to your Category Set and your categories appropriately.
Hint: Use (M) Tools > Categories

Chapter 1 - Page 91
Verify your Items are Correctly Assigned to Categories
You can run the Item Categories Report to show you what items are included in a category set
and the associated category codes.
12. Navigate to the Item Reports request submission window
• (N) Reports > Items
13. Run the Item Categories Report for your XXItems category set.
− Name = Item Categories Report
− Category Set = XXItems
14. (B) Submit
15. Record your Request ID ______
16. B: No when prompted to submit another request.
17. (M) View > Requests
18. (B) Find
19. Monitor you request until it completes successfully
20. Review the report.
21. Advise your Instructor if you do not see your Items.


Chapter 1 - Page 92
Practice - Set up Catalog Groups
Overview
In this practice you will set up catalog groups.
Assumptions

Tasks
Create an Item Catalog Group
1. Navigate to the Item Catalog Groups window
• (N) Setup > Items> Catalog Groups
2. (M) File > New

− Enter Name = XX-Mugs
− Description = Kind of Mugs
3. Save
4. (B) Details
5. Show = Descriptive Elements
6. Enter details according to the following table:
Seq Name Description Required Desc. Default

1 Country County of origin X
2 Style Style of Mug X X
3 Capacity Number of ounces X X
4 Material What is it made of? X
7. Save
Create Items

Chapter 1 - Page 93
9. Create items according to the following table:
Note: Use the FINISHED GOOD template and enable all parts in both the M1 and M2
inventory organizations.
Item Description
XX Mug 1 Mug 1
XX Mug 2 Mug 2
XX Mug 3 Mug 3

XX Mug 4 Mug 4
Update Items with Catalog Information
Update the above items with item catalog descriptive elements for the items added above. If you
used the “save and proceed” option when you created your mugs, you will not have to re-query
them for the following steps.
• (N) Item > Master Item
11. Find your first item
• (M) View > Find

− Enter your XX Mug 1 into the item field, then click on the ‘Find’ button.
12. (M) Tools > Catalog
13. Catalog Group = XX-Mugs

− Country = US
− Capacity = 12oz
− Style = Covered
− Material = Pewter
14. (B) Update Description
15. Save
16. Close the Item Catalog window
17. Repeat the steps for the rest of your items according to the following table:

Chapter 1 - Page 94
Item Country Capacity Style Material
XX Mug 2 US 12 oz Uncovered Copper
XX Mug 3 US 16 oz Covered Plastic
XX Mug 4 US 16 oz Uncovered Glass
Search for Items using Catalog Attributes
18. Search for specific items / groups by descriptive elements.
19. Navigate to the Item Search window
• (N) Items > Item Search

− Show = Item Catalog

− Catalog Group = XX-Mugs
20. Choose the values you want to search on to answer the following questions:
If a customer is calling for a 16oz, Covered, US style mug, how many mugs fit this
description? ___________________
If a customer wants to know what types of 16oz mugs we offer, what part numbers,
countries and styles will you tell them? ___________________________________

Chapter 1 - Page 95
Solution - Set up Catalog Groups
Create an Item Catalog Group
1. Navigate to the Item Catalog Groups window
• (N) Setup > Items> Catalog Groups
2. (M) File > New

− Enter Name = XX-Mugs
− Description = Kind of Mugs
3. Save

4. (B) Details
5. Show = Descriptive Elements
6. Enter details according to the following table:
Seq Name Description Required Desc. Default

1 Country County of origin X
2 Style Style of Mug X X
3 Capacity Number of ounces X X
4 Material What is it made of? X
7. Save
Create Items

Chapter 1 - Page 96
9. Create items according to the following table:
Note: Use the FINISHED GOOD template and enable all parts in both the M1 and M2
inventory organizations.
Item Description
XX Mug 1 Mug 1
XX Mug 2 Mug 2
XX Mug 3 Mug 3
XX Mug 4 Mug 4

Update Items with Catalog Information
Update the above items with item catalog descriptive elements for the items added above. If you
used the “save and proceed” option when you created your mugs, you will not have to re-query
them for the following steps.
• (N) Item > Master Item
11. Find your first item
• (M) View > Find

− Enter your XX Mug 1 into the item field, then click on the ‘Find’ button.
12. (M) Tools > Catalog
13. Catalog Group = XX-Mugs

− Country = US
− Capacity = 12oz
− Style = Covered
− Material = Pewter
14. (B) Update Description
15. Save
16. Close the Item Catalog window
17. Repeat the steps for the rest of your items according to the following table:

XX Mug 2 US 12 oz Uncovered Copper

Chapter 1 - Page 97
XX Mug 3 US 16 oz Covered Plastic
XX Mug 4 US 16 oz Uncovered Glass
Search for Items using Catalog Attributes
18. Search for specific items / groups by descriptive elements.

− Show = Item Catalog
− Catalog Group = XX-Mugs

20. Choose the values you want to search on to answer the following questions:
If a customer is calling for a 16oz, Covered, US style mug, how many mugs fit this
description? ___________________
21. If a customer wants to know what types of 16oz mugs we offer, what part numbers,
countries and styles will you tell them? ___________________________________

Chapter 1 - Page 98
Practice - Create Item Relationships (Optional)
Overview
In this practice you will set up item relationships.
Assumptions

Tasks
Define a Substitute Relationship
1. Navigate to the Item Relationships window
• (N) Items > Item Relationships
2. (B) New
− From Item = XX-Item01
− To Item = XX-Item02
− Type = Substitute
− Reciprocal = Selected
3. Save
Search for Substitutes
5. (B) Clear
6. Show = Item Relationships

− Type = Substitute (Use drop down list)
7. (B) Find
Note: If you did not get any results from your search, you may have to do something to
Item 1 first; see if you can figure out what it is!

Chapter 1 - Page 99
Enter Manufacturer Part Numbers
8. Navigate to the Manufacturers’ Part Numbers window
• (N) Items > Manufacturers’ Part Numbers > By Manufacturers
9. Query “Standard Textile”
10. (B) Parts
11. Enter Manufacturer Part Numbers according to the following table:
Part Item

ST-100 XX-Item01
ST-101 XX-Item02
ST-102 XX-Item03
12. Save

Chapter 1 - Page 100
Solution - Create Item Relationships
Define a Substitute Relationship
1. Navigate to the Item Relationships window
• (N) Items > Item Relationships
2. (B) New
− From Item = XX-Item01
− To Item = XX-Item02
− Type = Substitute
− Reciprocal = Selected

3. Save
Search for Substitutes
5. (B) Clear
6. Show = Item Relationships

− Type = Substitute (Use drop down list)

7. (B) Find
Note: If you did not get any results from your search, you may have to do something to
Item 1 first; see if you can figure out what it is!
Enter Manufacturer Part Numbers
8. Navigate to the Manufacturers’ Part Numbers window
• (N) Items > Manufacturers’ Part Numbers > By Manufacturers
9. Query “Standard Textile”

10. (B) Parts
11. Enter Manufacturer Part Numbers according to the following table:
Part Item
ST-100 XX-Item01
ST-101 XX-Item02
ST-102 XX-Item03

12. Save

Inventory Transactions

Practice - Process an Inter-Org Transfer
Overview
In this practice you will perform an inter-organization transfer to record the fact that goods were
shipped from the M1 - Seattle Manufacturing inventory organization to the M2 - Boston
Manufacturing inventory organization.
Assumptions

Tasks
Process an Inter-Organization Transfer
2. Navigate to the Inter-Organization Transfer window
• (N) Transactions > Inter-organization Transfer
3. Enter the transfer

− To Organization = Boston Manufacturing
− Type = Intransit shipment
− Shipment Number = TXX
− Freight = DHL
− Waybill = TXX
− Containers = 1
− Expected Receipt date = 1week from today
4. (B) Transaction Lines Complete inventory control information as required.

− Item = You choose
− From Subinventory = XXFGI
− To Subinventory = FGI (this is Boston’s subinventory)
− Quantity = 1
Verify the Transaction
5. Navigate to the Material Transactions window
• (N) Transactions > Material Transactions
6. Review transfer details


Solution - Process an Inter-Org Transfer
Process an Inter-Organization Transfer
2. Navigate to the Inter-Organization Transfer window
• (N) Transactions > Inter-organization Transfer
3. Enter the transfer

− To Organization = Boston Manufacturing
− Type = Intransit shipment

− Shipment Number = TXX
− Freight = DHL
− Waybill = TXX
− Containers = 1
− Expected Receipt date = 1week from today

− Item = You choose
− From Subinventory = XXFGI
− To Subinventory = FGI (this is Boston’s subinventory)

− Quantity = 1
5. Complete inventory control information as required
6. Save

Verify the Transaction
9. Item = your item number from the prior task
10. (B) Find
11. Review transfer details

Practice - Receive Items
Overview
In this practice you will receive items.
Assumptions

Tasks
You must change inventory organizations to the inventory organization in which you expect to
receive the items. In our case, we are going to process a receipt in the M2 - Boston
Process the Receipt
4. Navigate to the Expected Receipts window
• (N) Transactions > Receiving > Receipts
5. Find expected receipts

− Source Type = Internal
− Item, Rev = The item you shipped
6. Close the Receipt Header window
7. Select the receipt you wish to process (select the checkbox to the left of the Quantity field)
8. Complete any required inventory control information

− Location = M2- Boston

Deliver Goods to their Final Destination
9. Navigate to the Receiving Transactions window
• (N) Transactions > Receiving > Receiving Transactions
10. Find receiving transactions

11. Select the receiving transaction you wish to process (select the checkbox to the left of the
Quantity field)
View Transaction Information

Use the View Receiving Transactions window to view the transaction details and the Material
Transaction window to view the resulting quantity on hand information.
12. Navigate to the Receipt Transaction Summary window
• (N) Transactions > Receiving > View Receiving Transactions
13. Review your receipt details
15. Find your item. View the accounting distributions that were created.

Solution - Receive Items
You must change inventory organizations to the inventory organization in which you expect to
receive the items. In our case, we are going to process a receipt in the M2 - Boston

4. (B) OK
Process the Receipt
• (N) Transactions > Receiving > Receipts


7. (B) Find
9. Select the receipt you wish to process (select the checkbox to the left of the Quantity field)
10. Complete any required inventory control information

− Location = M2- Boston

11. Save
Deliver Goods to their Final Destination

15. (B) Find
16. Select the receiving transaction you wish to process (select the checkbox to the left of the
Quantity field)
17. Save

View Transaction Information
Use the View Receiving Transactions window to view the transaction details and the Material
Transactions window to view the resulting quantity on hand information.
19. Navigate to the Receipt Transactions Summary window
• (N) Transactions > Receiving > View Receiving Transactions

21. (B) Find
22. Review your receipt details

25. Item = Your item
26. (B) Find
27. (B) Distributions
28. Review accounting distributions

Practice - Receive against an Open Purchase Order
Overview
In this practice you will receive items against an open purchase order.
Assumptions

Tasks
Create a Standard Purchase Order
1. Responsibility = Purchasing, Vision Operations
2. Navigate to the Purchase Orders window
• (N) Purchase Orders > Purchase Orders
3. Create a new purchase order

− Type = Standard Purchase Order
− Supplier = American Telephone and Telegraph
− Supplier Site = AT&T HQ
− Ship-To = M1- Seattle
− Description = XX Purchase Order
4. (T) Items
− Item = XX-Item04 (Revision control ON)
− Quantity = 2
− Price = $10.00
− Need-by = 10 days from today
5. Save
6. Select (B) Shipments for M1 Seattle organization and Ship-To
7. Record your PO number. ______________
Approve the Purchase Order
8. (B) Approve
− Submit for Approval = Selected

9. (B) OK
Process a Receipt
• (N) Transactions > Receiving > Receipts (M1)

− Purchase Order = Your PO number
13. Process the receipt for all items ordered.

14. Record your receipt number. ________________
Deliver the Receipt to its Final Destination

− Receipt = Your receipt number
17. Specify receipt details


Solution - Receive against an Open Purchase Order
Create a Standard Purchase Order
1. Responsibility = Purchasing, Vision Operations
2. Navigate to the Purchase Orders window
• (N) Purchase Orders > Purchase Orders
3. Create a new purchase order

− Type = Standard Purchase Order
− Supplier = American Telephone and Telegraph

− Supplier Site = AT&T HQ
− Ship-To = M1- Seattle
− Description = XX Purchase Order
4. (T) Items
− Item = XX-Item04 (Revision control ON)
− Quantity = 2
− Price = $10.00
− Need-by = 10 days from today
5. Save
6. Select (B) Shipments for M1 Seattle organization and Ship-To

7. Record your PO number. ______________
Approve the Purchase Order
8. (B) Approve
− Submit for Approval = Selected

9. (B) OK
Process a Receipt

− Purchase Order = Your PO number
13. (B) Find

15. Select your receipt and view message.
• Click (B) OK to message
16. Save
17. (B) Header
18. Record your receipt number. ________________
Deliver the Receipt to its Final Destination

− Receipt = Your receipt number
22. (B) Find
23. Select your receipt
24. Specify receipt details

25. Save


Practice - Process a Receipt against an RMA
Overview
In this practice you will process a receipt against an RMA.
Assumptions

Tasks
Create an RMA
Create an RMA that you can use to demonstrate the inventory inspection, receipt and return
windows.
1. Responsibility = Order Management Super User, Vision Operations (USA)
2. Navigate to the Sales Orders window
• (N) Orders, Returns > Sales Orders
3. Create a Sales Order

− Customer = Business World (Customer #1608)
− Order Type = Return Only
− Price List = Corporate
4. Record your order number _________________
5. (T) Line Items

− Ordered Item = AS18947
− Quantity = -1
6. (T) Shipping
• Verify the warehouse to which the item will be returned = M1
7. (T) Returns
− Return Reason = Product Return
Book the Order
8. (B) Book Order

Receive against the RMA
10. Navigate to the Receipts window
11. (T) Customer

− Enter your RMA number
13. Fill in receipt information

− Subinventory = MRB

14. (B) Lot - Serial button
− Enter serial number XX-1234

Solution - Process a Receipt against an RMA
Create an RMA
Create an RMA that you can use to demonstrate the inventory inspection, receipt and return
windows.
1. Responsibility = Order Management Super User, Vision Operations (USA)
2. Navigate to the Sales Orders window
• (N) Orders, Returns > Sales Orders

3. Create a Sales Order
− Customer = Business World (Customer #1608)
− Order Type = Return Only
− Price List = Corporate
4. Save
5. Record your order number _________________
6. (T) Line Items

− Ordered Item = AS18947
− Quantity = -1

7. (T) Shipping
• Verify the warehouse to which the item will be returned = M1

8. (T) Returns
− Return Reason = Product Return
9. Save
Book the Order
10. (B) Book Order

Receive against the RMA
13. Navigate to the Receipts window
14. (T) Customer

− Enter your RMA number

15. (B) Find

− Subinventory = MRB
17. (B) Lot - Serial button

− Enter serial number XX-1234

18. (B) Done
19. Save

Practice - Process a Subinventory Transfer
Overview
In this practice you will process a subinventory transfer.
Assumptions

Tasks
Transfer an Item from One Subinventory to Another
1. Navigate to the Subinventory Transfer window
• (N) Transactions > Subinventory transfer

− Type = Subinventory Transfer
− Source = Team XX
2. Transfer an item (quantity of 5) from the XXFGI subinventory to the XXMain subinventory.
Use XX-Reason as the transfer reason.

Solution - Process a Subinventory Transfer
Transfer an Item from One Subinventory to Another
1. Navigate to the Subinventory Transfer window
• (N) Transactions > Subinventory transfer

− Type = Subinventory Transfer
− Source = Team XX

− Item = Choose one with a positive on-hand quantity
− From subinventory = XXFGI
3. To subinventory: = XXMain
− Quantity = 5
− Reason = XX-Reason
4. Save

Practice - Process a Miscellaneous Transaction using an Account
Alias
Overview
In this practice you will create an account alias and use it to process a miscellaneous transaction.
Assumptions

Tasks
Setup an Account Alias for Issues to Scrap
2. Navigate to the Account Aliases window
• (N) Setup > Account Aliases (M1)
3. (M) File > New to insert a new record

− Name = XX-Scrap
− Description = Team XX issue to scrap
− Account = Enter %, then tab out of the field. Then choose an account combination.
Note: Choose an appropriate account from the resulting list (eg.01-520-5341-0000-000 is a

valid scrap expense account in Vision).
Process a Miscellaneous Transaction using an Account Alias
• (N) Transactions > Miscellaneous Transaction
5. Enter a miscellaneous transaction, including transaction details.

− Type = Account alias issue
− Source = XX-Scrap

Solution - Process a Miscellaneous Transaction using an Account
Alias
Setup an Account Alias for Issues to Scrap
2. Navigate to the Account Aliases window
• (N) Setup > Account Aliases (M1)

− Name = XX-Scrap

− Description = Team XX issue to scrap
− Account = Enter %, then tab out of the field. Then choose an account combination.
Note: Choose an appropriate account from the resulting list (eg.01-520-5341-0000-000 is a

valid scrap expense account in Vision).
4. Save
Process a Miscellaneous Transaction using an Account Alias

− Type = Account alias issue
− Source = XX-Scrap

7. Enter transaction details
Note: Select any quantity of any of the items that you have received to stock in the previous
labs. Remember you will be prompted for the appropriate inventory control information
based upon the controls established for that organization, subinventory and item. This
means extra work if you select items that are lot or serial number controlled so keep
receipts of these items to a minimum.

Practice - Customize Transactions
Overview
In this practice you will customize transactions.
Assumptions

Tasks
Define a Transaction Source Type
2. Navigate to the Transaction Source Types window
• N: Setup > Transactions > Source Types
3. (T) User
4. (M) File > New to enter a new record

− Name = XX-Donations
− Description = Donations source type for team XX
− Validation Type = None
Define a Transaction Type and Associate it with a Source Type
5. Navigate to the Transaction Types window
• (N) Setup > Transactions > Types
6. (T) User

− Name = XX-Donation
− Description = XX-Goodwill Transaction
− Transaction Source Type = XX-Donation (just created in above step)
− Action = Issue from stores
Define a new Transaction Reason
8. Navigate to the Transaction Reasons window

• (N) Setup > Transactions > Reasons
− Name = XX-Reason
− Description = Charitable donation (or whatever you want)
Process a Miscellaneous Transaction using your Customized Transaction
10. Create a Miscellaneous Transaction

− Type = XX-Donation (your transaction from above)
− Source = Your initials or leave blank
− Account = Enter “%”, then tab and pick one

11. (B) Transaction lines
− Item = Select any quantity of any of the items you have received to stock.
− Reason = Use your reason or if you prefer, you will receive extra credit for using
the instructor’s reason!

Solution - Customize Transactions
Define a Transaction Source Type
2. Navigate to the Transaction Source Types window
• N: Setup > Transactions > Source Types
3. (T) User
4. (M) File > New to enter a new record

− Name = XX-Donations
− Description = Donations source type for team XX
− Validation Type = None
5. Save
Define a Transaction Type and Associate it with a Source Type
7. Navigate to the Transaction Types window
• (B) Transactions Types
8. (T) User

− Name = XX-Donation
− Description = XX-Goodwill Transaction

− Transaction Source Type = XX-Donation (just created in above step)
− Action = Issue from stores
10. Save

Define a new Transaction Reason
12. Navigate to the Transaction Reasons window
• (N) Setup > Transactions > Reasons

− Name = XX-Reason
− Description = Charitable donation (or whatever you want)
14. Save
Process a Miscellaneous Transaction using your Customized Transaction

− Type = XX-Donation (your transaction from above)
− Source = Your initials or leave blank
− Account = Enter “%”, then tab and pick one

17. (B) Transaction lines
− Item = Select any quantity of any of the items you have received to stock.
− Reason = Use your reason or if you prefer, you will receive extra credit for using
the instructor’s reason!
18. Specify any required lot and serial information.
19. Save

Practice - Create a Move Order
Overview
In this practice you will create a move order.
Assumptions

Tasks
Create a Move Order of type Subinventory Transfer
Request the transfer of 10 pieces of Item XX-Item02.
2. Navigate to the Move Orders window
• (N) Move Orders ->Move Orders
3. Tab through the number field and accept the default move order number.
− Transaction Type = Move Order Transfer
− Source Subinv = XXFGI
− Destination Subinv = XXRM
4. (T) Item
− Quantity = 10
5. Verify quantity on hand
6. Close the Material Workbench window and approve the order
7. Record your move order number. ________________

Solution - Create a Move Order
Create a Move Order of type Subinventory Transfer
Request the transfer of 10 pieces of Item XX-Item02.
2. Navigate to the Move Orders window
• (N) Move Orders ->Move Orders
3. Tab through the number field and accept the default move order number.

− Transaction Type = Move Order Transfer
− Source Subinv = XXFGI
− Destination Subinv = XXRM
4. (T) Item
− Quantity = 10
5. Check on hand quantity
• (B) On Hand
6. (+) to expand the Organizer

7. Verify quantity on hand

8. Close the Material Workbench window
9. (B) Approve
10. Record your move order number. ________________

Practice - Transact a Move Order
Overview
In this practice you will transact a move order.
Assumptions

Tasks
Transact a Move Order
2. Navigate to the Transact Move Orders window
• (N) Move Orders >Transact Move Orders
3. Find your move order by entering either your move order number or item number.
4. (B) Find
5. Select an order
− Select = Checked
6. (B) Allocate
Note: By allocating the system will fill in automatically where the stock will come from and
goes to - in detail. (The source is based on the old Order Entry/ Management based Picking
Rules (Setup > Rules > Picking Rules). Locator controlled items also need a default deliver-
to locator (N: Setup ->Transactions -> Item Transaction defaults). The selection of serial
numbers needs to be allowed via the Inventory Parameter (before 11.5.4 a profile) ‘Allocate
Serials’.)
Note: “Single” and “Multiple” indicates success. Multiple means there are multiple
sources.
7. Look at the results or allocate manually ‘by hand’ if needed.
8. Print the Pick Slip
9. Review your Pick Slip report

10. Select an order
11. (B) Transact
View the Results
12. Navigate to the Find On-Hand Quantities window
• (N) On-hand, Availability > On-Hand Quantities Across Orgs
13. View on-hand quantity

− Detailed = Selected

14. Review quantities

Solution - Transact a Move Order
Transact a Move Order
2. Navigate to the Transact Move Orders window
• (N) Move Orders >Transact Move Orders
3. Find your move order by entering either your move order number or item number.
4. (B) Find

5. Select an order
6. (B) Allocate
Note: By allocating the system will fill in automatically where the stock will come from and
goes to - in detail. (The source is based on the old Order Entry/ Management based Picking
Rules (Setup > Rules > Picking Rules). Locator controlled items also need a default deliver-
to locator (N: Setup ->Transactions -> Item Transaction defaults). The selection of serial
numbers needs to be allowed via the Inventory Parameter (before 11.5.4 a profile) ‘Allocate
Serials’.)

Note: “Single” and “Multiple” indicates success. Multiple means there are multiple
sources.
7. Look at the results or allocate manually ‘by hand’ if needed.
8. Save
9. Print the Pick Slip
• (M) Tools > Print Pick Slip
• Make a note of the request id

10. Review your Pick Slip report
• (M) View > Requests
11. Select an order

12. (B) Transact
View the Results
14. Navigate to the Find On-Hand Quantities window
• (N) On-hand, Availability > On-Hand Quantities Across Orgs
15. View on-hand quantity

− Detailed = Selected

16. (B) Find
17. Review quantities

Practice - Enable Shortage Messages
Overview
In this practice you will enable shortage messages.
Assumptions

Tasks
Shortage messages are given when an item is received into an organization whenever there is
more demand then supply. The demand can come from Work in Process (for a component of a
Job or Schedule) or Order Management (for backorders).
Set up the shortage Parameters for the Organization
Note: Your Instructor may need to add this responsibility to your UserName.
2. Navigate to the Shortage Parameters window
• (N) Setup > Organizations > Shortage Parameters (M1)
3. (T) Work in Process
• Check Shortages = Enabled
Jobs region
− Released = Enabled
− Unreleased = Enabled
− Hold = Enabled
Component is Due region

− Based on required date = Enabled
− If assigned operation is due = Enabled
− If operation before assigned operation due date = Enabled
− If operation before assigned operation is due = Enabled

Exclusions region
− Bulk Components = Enabled
− Supplier Components = Enabled
Notify region
− Component Planner = Enabled
− Assembly Planner = Enabled
− Component Buyer = Enabled
− Job/Schedule Creator = Enabled
4. (T) Order Entry

− Check Shortages = Enabled
Notify region

− Item Planner = Enabled
− Order Creator = Enabled
Activate Shortage Messages for Transaction Types
5. Navigate to the Transaction Types windows
6. (T) System
7. Activate shortage messages for transaction types according to the following table:
Name Online Notification

PO Receipt Yes Yes
WIP Assy Completion Yes Yes
Account alias receipt Yes Yes
Miscellaneous receipt Yes Yes

Set up the Items
8. Change the current inventory organization
• Organization = M1- Seattle Manufacturing
10. Navigate to the Organization items window

11. (B) Find
12. (T) Inventory

− Check Material Shortage = Enabled
13. (T) General Planning

− Planner = J. Smith
14. (T) Purchasing

− Default Buyer = Stock, Ms. Pat
Check the Supply in M1 for Item XX-Item02
15. Navigate to the Supply/Demand Detail window
• (N) On-hand, Availability > Item Supply/Demand

− Include = All subinventories
16. (B) Find

17. Note the available quantity for today (or the date before today in the list). The oldest dates
are on top of the list. __________________
Create a Sub Assembly

− Enter Item = XX-Item08
− Description = Sub Assembly
19. Apply the Subassembly template
Enable the Item in the M1- Seattle Manufacturing Inventory Organization

20. Assign the item to the M1- Seattle Manufacturing inventory organization
Create a Bill of Material
21. Log into the applications

− User = mfg
22. Responsibility = Manufacturing and Distribution Manager
23. Navigate to the Bills of Material window
• (N) Bills of Material > Bills > Bills (M1)
24. Create a Bill of Material

25. (T) Main

− Component = XX-Item02
− Quantity = 30
Create a Discrete Job
26. Navigate to the Discrete Jobs window
• (N) WIP > Discrete > Discrete Jobs
27. (B) New
28. Tab thru the job field (The system will default your job number)
− Assembly = XX-Item08
− Tab out of this field
Note: A routing does not exist for this assembly

29. (B) OK
30. Enter Job quantities
Quantities region
− Start = 200
− MRP Net = 200
Note: A quantity of 200 should be greater than the quantity on hand for XX-Item02
Dates region
− Start = Monday of last week
− Completion = Friday of last week

31. Save
32. Close windows and log out of Oracle Applications
Create a Miscellaneous Receipt
33. Log on to the applications

• (N) Transactions > Miscellaneous Transaction (M1)

− Type = Miscellaneous receipt

− Item = XX = Item02
− Subinventory = 99RM
− Quantity = 10
37. (B) Yes to view shortage detail
38. Close the View Potential Shortages window
39. Complete receipt details

− Account = 01-000-1410-0000-000

Solution - Enable Shortage Messages
Set up the Shortage Parameters for the Organization
Note: Your Instructor may need to add this responsibility to your UserName.
2. Navigate to the Shortage Parameters window
• (N) Setup > Organizations > Shortage Parameters (M1)
3. (T) Work in Process

• Check Shortages = Enabled
Jobs region
− Released = Enabled
− Unreleased = Enabled
− Hold = Enabled
Component is Due region

− If operation before assigned operation due date = Enabled

− If operation before assigned operation is due = Enabled
Exclusions region
− Bulk Components = Enabled
− Supplier Components = Enabled
Notify region
− Component Planner = Enabled
− Assembly Planner = Enabled
− Component Buyer = Enabled
− Job/Schedule Creator = Enabled
4. (T) Order Entry

− Check Shortages = Enabled
Notify region
− Item Planner = Enabled
− Order Creator = Enabled
Activate Shortage Messages for Transaction Types
5. Navigate to the Transaction Types windows
6. (T) System
7. Activate shortage messages for transaction types according to the following table:
Name Online Notification

PO Receipt Yes Yes
WIP Assy Completion Yes Yes
Account alias receipt Yes Yes
Miscellaneous receipt Yes Yes
8. Save


Set up the Items
10. Change the current inventory organization
• Organization = M1- Seattle Manufacturing
12. Navigate to the Organization items window

13. (B) Find

14. (T) Inventory
− Check Material Shortage = Enabled

− Planner = J. Smith
16. (T) Purchasing

− Default Buyer = Stock, Ms. Pat
17. Save
Check the Supply in M1 for Item XX-Item02
18. Navigate to the Supply/Demand Detail window
• (N) On-hand, Availability > Item Supply/Demand

− Include = All subinventories
19. (B) Find
20. Note the available quantity for today (or the date before today in the list). The oldest dates
are on top of the list. __________________

Create a Sub Assembly

− Enter Item = XX-Item08
− Description = Sub Assembly
22. (M) Tools > Copy From

− Template = Subassembly
23. (B) Apply
24. (B) Done
25. Save
Enable the Item in the M1- Seattle Manufacturing Inventory Organization
26. (M) Tools > Organization Assignment
27. Assign the item to the M1- Seattle Manufacturing inventory organization
28. Save

Create a Bill of Material

30. Log into the applications
− User = mfg
31. Responsibility = Manufacturing and Distribution Manager
32. Navigate to the Bills of Material window
• (N) Bills of Material > Bills > Bills (M1)
33. Create a Bill of Material

34. (T) Main

− Component = XX-Item02
− Quantity = 30
35. Save

Create a Discrete Job
37. Navigate to the Discrete Jobs window
• (N) WIP > Discrete > Discrete Jobs
38. (B) New
39. Tab thru the job field (The system will default your job number)
− Assembly = XX-Item08
− Tab out of the field
Note: A routing does not exist for this assembly

40. (B) OK
41. Enter Job quantities
Quantities region
− Start = 200
− MRP Net = 200
Note: A quantity of 200 should be greater than the quantity on hand for XX-Item02
Dates region
− Start = Monday of last week
− Completion = Friday of last week
42. Save
43. Close windows and log out of Oracle Applications
Create a Miscellaneous Receipt
44. Log on to the applications

• (N) Transactions > Miscellaneous Transaction (M1)

− Type = Miscellaneous receipt

− Item = XX = Item02
− Subinventory = 99RM
− Quantity = 10
48. (B) Yes to view shortage detail
49. Close the View Potential Shortages window

50. Complete receipt details
− Account = 01-000-1410-0000-000
51. (B) Save



Inventory Replenishment

Practice - Define a Forecast
Overview
In this practice you will define a forecast.
Assumptions

Tasks
Define a Forecast Set
Define a forecast set and a forecast name using your team number to uniquely identify yours
from the others in the class.
2. Navigate to the Forecast Sets window
• (N) Planning > Forecasts > Sets (M1)

− Name = XX-FSET
− Description = Forecast Set for Team XX
− Bucket type = Weeks
3. Click in the Forecast field to put your cursor in the field.

− Name = XX-FNAME
− Description = Forecast name for team XX
Enter a Forecast
4. Navigate to the Item Forecast Entries window
• (N) Forecasts > Entries
5. Find your Forecast
Note: You must search for your Forecast Set and Forecast Name. (Use the find function and
pick your forecast set and name). Your Forecast Set with its associated Forecast should fill
in the screen.
6. Complete forecast details based on the following table:

Item Date Current
XX-Item01 Choose first available using LOV 2000
XX-Item01 Fills in automatically 4000
View the Bucketed Forecast

7. Navigate to the View Entries window
• (N) Planning > Forecasts > View Entries
9. View bucketed forecast information

Solution - Define a Forecast
Define a Forecast Set
Define a forecast set and a forecast name using your team number to uniquely identify yours
from the others in the class.
2. Navigate to the Forecast Sets window
• (N) Planning > Forecasts > Sets (M1)

− Name = XX-FSET

− Description = Forecast Set for Team XX
− Bucket type = Weeks
3. Click in the Forecast field to put your cursor in the field.

− Name = XX-FNAME
− Description = Forecast name for team XX
4. Save
Enter a Forecast
6. Navigate to the Item Forecast Entries window
• (N) Forecasts > Entries
• (M) View > Find
Note: You must search for your Forecast Set and Forecast Name. (Use the find function and
pick your forecast set and name). Your Forecast Set with its associated Forecast should fill
in the screen.

8. Complete forecast details based on the following table:
Item Date Current

XX-Item01 Choose first available using LOV 2000

9. Save
View the Bucketed Forecast
10. Use the forecast inquiry to view the bucketed forecast you just entered.
11. Navigate to the View Entries window
• (N) Planning > Forecasts > View Entries
• (M) View > Find
13. (B) Bucketed

14. View bucketed forecast information

15. Close windows until you are back at the navigator

Practice - Run Reorder Point Planning
Overview
In this practice you will run Reorder Point planning.
Assumptions

Tasks
Set the Item Attributes for Reorder Point Planning
• Search for item
2. Enable XX-Item01 for reorder point planning in (T) General Planning

− Inventory Planning Method = Reorder Point
− Minimum Order Quantity = 35
− Order Cost = 45
− Carrying Cost Percent = 12
Enter Safety Stock
3. Navigate to the Enter Item Safety Stocks window
• (N) Planning > Safety Stocks
• (B) New
4. Enter safety stock for XX-Item01

− Effective Date = Today
− Quantity = 50
Request the Reorder Point Planning report
5. Navigate to the Reorder Point Planning request submission window

• (N) Planning > Reorder Point Planning and submit the report.
− Item selection = Items under reorder point
− Demand cut off date = 4 months from now
− Supply cut off date = 4 months from now
− Restock = No
− Forecast = Your forecast
6. (B) OK
7. Note the report request number:___________________
View your Report
8. View the output of the report

Solution - Run Reorder Point Planning
Set the Item Attributes for Reorder Point Planning
2. Enter item information

3. (B) Find

− Inventory Planning Method = Reorder Point
− Order Cost = 45
− Carrying Cost Percent = 12
5. (T) Lead Times


6. Save
Enter Safety Stock
7. Navigate to the Enter Item Safety Stocks window
• (N) Planning > Safety Stocks
8. (B) New
9. Tab through the default item field and go to the first line in the form.
− Effective Date = Today
− Quantity = 50
10. Save
Request the Reorder Point Planning report
12. Navigate to the Reorder Point Planning request submission window

• (N) Planning > Reorder Point Planning
− Item selection = Items under reorder point
− Demand cut off date = 4 months from now
− Supply cut off date = 4 months from now
− Restock = No
− Forecast = Your forecast

13. (B) OK
14. (B) Submit
15. Do not submit another request
16. Save
17. Note the report request number:___________________
View your Report
19. Specific request = Selected

− Request ID = Enter your request id
20. (B) Find
21. (B) View Output

Practice - Min/Max Planning
Overview
In this practice you will run Min/Max planning.
Assumptions

Tasks
Set Up an Item for Min-Max Planning
2. Find your XX-Item03 item and set the planning method to Min-Max
3. Define minimum and maximum quantities
• (M) Tools > Item Subinventories

− Name = XXFGI
− Min-Max planning = Selected
− Minimum quantity = 300
− Maximum quantity = 900
Run Min-Max Planning Report for your FGI Subinventory
4. Navigate to the Planning and Forecasting request submission window
• (N) Reports > Planning

− Name = Min-max planning report
− Planning Level = Subinventory
View your Report
5. Find your request and review the output

Solution - Min/Max Planning
Set Up an Item for Min-Max Planning

2. (B) Find

− Inventory Planning Method = Min-Max

4. Save
5. Define minimum and maximum quantities
• (M) Tools > Item Subinventories

− Name = XXFGI
− Min-Max planning = Selected
− Minimum quantity = 300
− Maximum quantity = 900
6. Save

Run Min-Max Planning Report for your FGI Subinventory
8. Navigate to the Planning and Forecasting request submission window
• (N) Reports > Planning
9. (B) OK to run a single request

− Name = Min-max planning report
− Planning Level = Subinventory

10. (B) OK to close the parameters window

11. (B) Submit
12. Write down your concurrent request ID number: __________
View your Report
13. (M) View > Request
14. Find your request and review the output

Practice - Kanban Replenishment: Supplier Sourced
Overview
In this practice you will set up set up Kanban Replenishment from a Supplier
Assumptions

Tasks
• N> Master > Items
• Use following data:

− Create XX-Item10.
− Description XX Purchased Kanban item.
− Apply the “Purchased” Template.
• (T) MPS/MRP
− Change the Planning Method tab to “Not Planned”.
− Change the Release Time Fence field to “Kanban Item (Do not release)”.
• (T) Purchasing
− Enter $1.00 in the list price field.
• Save your work.
• Enable in M1 Seattle.
Set Up a Pull Sequence
2. Navigate to the Pull Sequences window
• (N) > Kanban > Pull Sequences
3. Set up a pull sequence with the following attributes:
• (B) New
• Enter attributes as follows:

• (T) Source
− Item: XX-Item10
− Subinventory (source): XXFGI
− Locator (source) Leave blank
− Source Type: Supplier
− Supplier: Allied Manufacturing
− Supplier Site: San Jose
• (T) Kanban
− Calculate (field): Number of Cards
− Size: 500
− Cards: 2

(T) Planning
− Minimum Order Quantity: Leave blank
− Lead Time: 5
− Allocation %: Leave blank
− Safety Stock Days: Leave blank
4. Save your work but do not close the form.
5. Generate and print Kanban cards.
• Click on the “Generate Cards” button.
• Answer “yes” when asked if you want to print the Kanban cards.
Form may be kept open while viewing status on this document.
6. Monitor your request until it completes successfully.
• Verify that your cards were generated (and to view your cards)
• Use (M)> View > Requests
7. After viewing your cards and closing the requests window, Re open the Pull Sequences
responsibility.
• Use “Find” and “Open” to view your item.
• Click on the “Cards” button.
Your card numbers are on the left.
• Highlight (click the box) the first card, and scroll to the right.
• Verify your card supply status is “New”.

• (B) Replenish and verify that the supply status changes to “Empty”.
Scroll to the right to view the status.
• Place your cursor in the supply status field, and use the LOV to select “In process”.
• Highlight (click the box) the second card, and scroll to the right.
• (B) Replenish and verify the status is now "Empty"

Solution – Kanban Replenishment: Supplier Sourced
Set New Item
• N> Master > Items
• Use following data:

− Create XX-ITEM-10.
− Description XX Purchased Kanban item.
− Apply the “Purchased” Template.

• (T) MPS/MRP
− Change the Planning Method tab to “Not Planned”.
− Change the Release Time Fence field to “Kanban Item (Do not release)”.
• (T) Purchasing
− Enter $1.00 in the list price field.
• Save your work.
• Enable in M1 Seattle.
• (T) Planning

− Lead Time: 5

• (B) New
• Enter attributes as follows:
• (T) Source
− Item: XX-ITEM10
− Subinventory (source): XXFGI
− Locator (source): Leave blank
− Source Type: Supplier
− Supplier: Allied Manufacturing
− Supplier Site: San Jose

• (T) Kanban
− Calculate (field): Number of Cards
− Size: 500
− Cards: 2

• (T)
− Lead Time: 5
4. Save but do not close the form.
5. (B) Generate Cards

− Print Kanban cards = Yes
6. (M) > View > Requests to verify that your cards were generated (and to view your cards)

7. (B) Cards to view card details.
8. For the first card, click on the “Replenish” button and verify that the supply status is
changed to “Wait”.

For the second card, click on the “Replenish” button and verify that the status is now
“Empty”.
9. Save your work.
10. Switch to the Purchasing Vision Operations (USA) responsibility
11. (N) Reports > Run and select Requisition Import.
(Accept all defaults)

12. N: Purchasing Æ Requisitions Æ Requisition Summary
• Verify a Requisition was generated
13. Change the Alternate Region tabs to “Range”.
14. Enter today’s date in the Creation field.
15. Click the “Find” button. (Or search by your item number! This is a FIND Form!)
End of activity.

Practice - Kanban: Supplier Sourced
Overview
In this practice you will set up set up Kanbans
Assumptions

Tasks
Set up a pull sequence for your item that has been set up for Kanban use.

− Item = Choose one from a list of values
− Subinventory (source) = Stores
− Locator (source) = XX.110.50
− Source Type = Supplier
− Supplier = Advanced Networking Devices
− Supplier Site = SANTA CLARA
− Calculate = Number of Cards
− Size = 10
− Cards = 10
3. Generate and print Kanban cards.
4. Monitor your request until it completes successfully. View card details after it completes.
changed to “Wait”. For the second card, click on the “Replenish” button and verify that the
status is now “Empty”.

Solution – Kanban: Supplier Sourced
Set up a pull sequence for your item that has been set up for Kanban use.
2. (B) New
− Item = Choose one from a list of values
− Subinventory (source) = Stores

− Locator (source) = XX.110.50
− Source Type = Supplier
− Supplier = Advanced Networking Devices
− Supplier Site = SANTA CLARA
− Calculate = Number of Cards
− Size = 10
− Cards = 10
3. Save
4. (B) Generate Cards

− Print Kanban cards = Yes

5. (M) > View > Requests to verify that your cards were generated (and to view your cards)

6. (B) Cards to view card details.

changed to “Wait”.
For the second card, click on the “Replenish” button and verify that the status is now “Empty”.

Inventory Accuracy

Practice - Compile an ABC Analysis
Overview
In this practice you will compile an ABC analysis.
Assumptions

Tasks
Compile an ABC Analysis
1. Add items to your XXFGI subinventory
Use the miscellaneous receipt function to get 20 items in your FGI subinventory. Use other
teams’ part numbers XX-Item01 through XX-Item07. You can also use other parts that are in the
system, parts that start with “AS”, “CM”, or “SB”. Be sure to receive various quantities of each
product (5 - 100 each). Receive at least one system item (these have standard costs associated
with them).
2. Navigate to the ABC Compiles window
• (N) ABC Codes > ABC Compiles
3. (B) New
− Compile Name = XXFGI ABC
− Description = ABC Compile for team XXFGI
− Content Scope = Subinventory
− Valuation Scope = Subinventory
− Compile Specification:
− Criterion = Current on hand quantity
4. (B) Compile
5. Note your report request number________________________
6. Print the compile results
Note: You may go to the next two steps in this practice while your request is processing.

Define your ABC Classes
7. Navigate to the ABC Classes window
• (N) ABC Codes > ABC Classes
8. Define classes according to the following table:
Class Name Description

XX-Class A A Items
XX-Class B B Items
XX-Class C C Items

Define your ABC Group
Note: check your ABC compile request to make sure that it completed normally.
9. Navigate to the ABC Assignment Groups window
• ABC Codes > ABC Assignment Groups
10. (M) File > New

− Group Name = XX - ABC Group
− Compile Name = Pick your ABC compile from step 1
11. Create a group class assignment for your XX - ABC Group according to the following table:
Priority Class Name Description

1 XX-Class A Class A items
2 XX-Class B Class B items
3 XX-Class C Class C items
Review Valuation
At this point you are going to review the descending valuation of the items compiled and
establish which are A items, B items and C items. We will assign ABC codes by "Item Value
Percent"
12. (B) Assign items
13. Tab to the Item % field (at the right side of the screen) and enter the following percentages:

Class Items (%)
XX-Class A 50
XX-Class B 80
XX-Class C 100
Note: Based on the number of items you are evaluating the percentages that you put in for
A and B may change slightly
14. Save
15. Close the Assign ABC Items window
16. Monitor your request until it completes successfully

Review and Update ABC Codes
17. (B) Update Items
18. Change one of the items from being a C item to an A item
19. Change one of the B items to a C item

Solution - Compile an ABC Analysis
Compile an ABC Analysis
1. Add items to your XXFGI subinventory
Use the miscellaneous receipt function to get 20 items in your FGI subinventory. Use other
teams’ part numbers XX-Item01 through XX-Item07. You can also use other parts that are in the
system, parts that start with “AS”, “CM”, or “SB”. Be sure to receive various quantities of each
product (5 - 100 each). Receive at least one system item (these have standard costs associated
with them).
2. Navigate to the ABC Compiles window

• (N) ABC Codes > ABC Compiles
3. (B) New
− Compile Name = XXFGI ABC
− Description = ABC Compile for team XXFGI
− Content Scope = Subinventory
− Valuation Scope = Subinventory
− Compile Specification:
− Criterion = Current on hand quantity
4. (B) Compile
5. Note your report request number________________________
6. Print the compile results
Note: You may go to the next two steps in this practice while your request is processing.

Define your ABC Classes
7. Navigate to the ABC Classes window
• (N) ABC Codes > ABC Classes
8. Define classes according to the following table:
Class Name Description

XX-Class A A Items
XX-Class B B Items
XX-Class C C Items
9. Save
Define your ABC Group
Note: check your ABC compile request to make sure that it completed normally.
10. Navigate to the ABC Assignment Groups window

• ABC Codes > ABC Assignment Groups
11. (M) File > New

− Group Name = XX - ABC Group
− Compile Name = Pick your ABC compile from step 1
12. Save

13. Place your cursor in the Group Name field on your group name!
14. (B) Group Classes
15. Create a group class assignment according to the following table:
Priority Class Name Description

1 XX-Class A Class A items
2 XX-Class B Class B items
3 XX-Class C Class C items
16. Save
17. Close the ABC Group Class Assignment window

Review Valuation
At this point you are going to review the descending valuation of the items compiled and
establish which are A items, B items and C items. We will assign ABC codes by "Item Value
Percent"
18. (B) Assign items
19. Tab to the Item % field (at the right side of the screen) and enter the following percentages:
Class Items (%)

XX-Class A 50

XX-Class B 80
XX-Class C 100
Note: Based on the number of items you are evaluating the percentages that you put in for
A and B may change slightly
20. Save
21. Note your request number ___________
22. Close the Assign ABC Items window
Review and Update ABC Codes
24. (B) Update Items
25. Change one of the items from being a C item to an A item

26. Change one of the B items to a C item
27. Save

Practice - Set up Cycle Counting
Overview
In this practice you will set up cycle counting.
Assumptions

Tasks
Define a cycle count
Define a cycle count header and initialize it with the ABC compile group, XX-GROUP. Enable
unscheduled entries, approve out of tolerances only and choose the daily option for running the
automatic scheduler. You will need to have at least 20 items in your XXFGI for the lab to
work!
1. Navigate to the Cycle Counts window
• (N) Counting > Cycle Counting > Cycle Counts
2. (B) New
Note: if you get a message that a field must be entered, acknowledge it and go on
3. (T) Scope and Control

− Name = XX-Cycle Count
− Description = Team XX Cycle Count
− Adjustment account = %, then tab. Pick one.
− Late Days = 1
− Unscheduled Entries = Selected
− Display System qty = Selected
− Count Subinventories = Specific
4. (T) Serial and Schedule

− Auto Schedule = Selected
− Frequency = By period
5. (T) Adjustments and ABC

− Approval Required = If out of tolerance

6. Enter tolerances according to the following table:
Tolerances + -
Qty Variance 3 3
Adjustment Value 50 50
Hit/Miss Analysis 10 10
ABC Initialization region

− Group = XX-Group
− Option = (Re)initialize

7. (B) Classes
8. Assign classes according to the following table:
Name Counts per year

XX-Class A 150
XX-Class B 100
XX-Class C 50
9. Save
10. Write down your concurrent request id___________________
12. (M) Tools > Perform Full Cycle Count
13. Click once in the “parameters” field on each line to open up the fields and enter the
following information.
Note: You will be prompted for additional fields to enter, simply tab through these.
14. Enter parameters according to the following table and submit:
Program 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

Note: Only proceed AFTER your concurrent request has completed.
Enter cycle count entries
16. Navigate to the Cycle Count Entries window
• (N) Counting > Cycle Counting > Cycle Count Entries
17. Find all open count requests for the XX-Cycle Count
Enter quantities
18. Enter quantity adjustments
Note: Make some out of count quantities out of tolerance and make at least one match the

system quantity. Keep the quantities reasonable.
Approve, reject or recount all entries for the cycle count
19. Navigate to the Approve Counts window
• (N) Counting > Cycle Counting > Approve Counts
20. Approve counts. Query all counts of any status.
21. Approve, reject or recount all items

Solution - Set up Cycle Counting
Define a cycle count
Define a cycle count header and initialize it with the ABC compile group, XX-GROUP. Enable
unscheduled entries, approve out of tolerances only and choose the daily option for running the
automatic scheduler. You will need to have at least 20 items in your XXFGI for the lab to
work!
1. Navigate to the Cycle Counts window
• (N) Counting > Cycle Counting > Cycle Counts

2. (B) New
Note: if you get a message that a field must be entered, acknowledge it and go on
3. (T) Scope and Control

− Name = XX-Cycle Count
− Description = Team XX Cycle Count
− Adjustment account = %, then tab. Pick one.
− Late Days = 1
− Unscheduled Entries = Selected
− Display System qty = Selected
− Count Subinventories = Specific
4. (T) Serial and Schedule

− Auto Schedule = Selected
− Frequency = By period

5. (T) Adjustments and ABC
− Approval Required = If out of tolerance
6. Enter tolerances according to the following table:
Tolerances + -
Qty Variance 3 3
Adjustment Value 50 50
Hit/Miss Analysis 10 10
ABC Initialization region

− Group = XX-Group
− Option = (Re)initialize

7. (B) Classes
8. Assign classes according to the following table:
Name Counts per year

XX-Class A 150
XX-Class B 100
XX-Class C 50
9. Save

10. Write down your concurrent request id___________________
13. (M) Tools > Perform Full Cycle Count
14. Click once in the “parameters” field on each line to open up the fields and enter the
following information.
Note: You will be prompted for additional fields to enter, simply tab through these.
15. Enter parameters according to the following table:
Program 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

16. (B) Submit

17. Write down your concurrent request id______________________________
Note: Only proceed AFTER your concurrent request has completed.
Enter cycle count entries
20. Navigate to the Cycle Count Entries window
• (N) Counting > Cycle Counting > Cycle Count Entries

− Cycle count = XX-Cycle Count
21. (B) Find

− Find all open count requests = Yes
22. (T) Adjustments
Enter quantities
23. Enter quantities
Note: Make some out of count quantities out of tolerance and make at least one match the
system quantity. Keep the quantities reasonable.

24. Save
Approve, reject or recount all entries for the cycle count
26. Navigate to the Approve Counts window
• (N) Counting > Cycle Counting > Approve Counts

− Cycle Count = XX-Cycle Count
27. (B) Find

− Query counts pending approval only? = No
28. Notice which counts are tagged as "approved"
29. Approve, reject or recount all items
30. Save


Practice - Define a Physical Inventory
Overview
In this practice you will define a physical inventory.
Assumptions

Tasks
Define a Physical Inventory
1. Navigate to the Physical Inventories Summary window
• (N) Counting > Physical Inventory > Physical Inventories (M1)
2. Define a physical inventory with the following characteristics.

− Name = XX-PI
− Description = XX's Physical Inventory
− Date = Today's date
− Approvals Required = If out of tolerance
− Quantity = +5 to -5
− Value = +10 to -10
− Count Subinventories = Specific (XXFGI)
3. (B) Snapshot
Generate Default Tags
5. Navigate to the Generate Physical Inventory Tags window
• (N) Counting > Physical Inventory > Tag Generation (M1)

− Name = XX-PI
− Tag Type = Default
− Starting Tag = T000001
6. Tab to allow the system to complete default information
7. Submit the request

Enter Tag Counts for a Physical Inventory
9. Navigate to the Physical Inventory Tag Counts window
• (N) Counting > Physical Inventory > Tag Counts
10. Enter tag counts for the XX-PI physical inventory. Find all existing tags.
11. Enter quantities for all your tags.
Approve Adjustments
12. Navigate to the Approval Physical Adjustments Summary window

• (N) Counting > Physical Inventory > Approve adjustments
13. Approve adjustments for the XX-PI physical inventory. Query all items regardless of
whether they are out of tolerance.
Note: Completing the adjustments to the physical inventory is optional. However, if you
run the physical inventory adjustment program, complete the following steps:
14. Approve, reject or void every tag. Approve at least 4 of the adjustments.
Run the Physical Inventory Adjustment report
Note: Run the Physical Inventory Adjustment report before the adjustments program, to
verify everything looks correct.
15. Navigate to the ABC and Counting Reports request submission window
• (N) Reports > ABC and Counting
16. Run the Physical Inventory Adjustments report for the XX-PI physical inventory
Run the Adjustments Program
18. Navigate to the Physical Inventory window
• (N) Counting > Physical Inventory > Physical Inventories
19. Find your physical inventory
20. Adjust the physical inventory
• Tools > Launch Adjustments

− Adjustment Account = 01-520-5250-0000-000
21. (B) Launch Adjustments

Solution - Define a Physical Inventory
Define a Physical Inventory
1. Navigate to the Physical Inventories Summary window
• (N) Counting > Physical Inventory > Physical Inventories (M1)
2. (B) New
− Name = XX-PI
− Description = XX's Physical Inventory
− Date = Today's date
− Approvals Required = If out of tolerance

− Quantity = +5 to -5
− Value = +10 to -10
− Count Subinventories = Specific (XXFGI)
3. (B) Snapshot
4. Write down your concurrent request ID__________________________.
Generate Default Tags
7. Navigate to the Generate Physical Inventory Tags window
• (N) Counting > Physical Inventory > Tag Generation (M1)

− Name = XX-PI
− Tag Type = Default
− Starting Tag = T000001

8. Tab to allow the system to complete default information

9. (B) Generate
10. Write down your concurrent request ID_____________________________
12. (B) Find
Enter Tag Counts for a Physical Inventory
Navigate to the Physical Inventory Tag Counts window
• (N) Counting > Physical Inventory > Tag Counts

− Name = XX-PI
14. (B) Find

− Query all existing tags = Yes
15. Enter quantities for all your tags.
16. Save

Approve Adjustments
17. Navigate to the Approval Physical Adjustments Summary window

• (N) Counting > Physical Inventory > Approve adjustments
− Name = XX-PI
18. (B) Find

− Query "Out of Tolerance Adjustments Only" = No
Note: Completing the adjustments to the physical inventory is optional. However, if you
run the physical inventory adjustment program, complete the following steps:
19. Approve, reject or void every tag. Approve at least 4 of the adjustments.
20. Save
Run the Physical Inventory Adjustment report
Note: Run the Physical Inventory Adjustment report before the adjustments program, to
verify everything looks correct.
21. Navigate to the ABC and Counting Reports request submission window

• (N) Reports > ABC and Counting
− Name = Physical Inventory Adjustments report
− Physical Inventory = XX-PI
22. (B) OK
23. (B) Submit
24. Make a not of your request number ______________

Run the Adjustments Program
27. Navigate to the Physical Inventory window
• (N) Counting > Physical Inventory > Physical Inventories
28. Find your physical inventory
29. Adjust the physical inventory
• Tools > Launch Adjustments

− Adjustment Account = 01-520-5250-0000-000
30. (B) Launch Adjustments
31. Concurrent request ID# _______________________



D16356GC20 Supp Pracs

Uploaded by

Copyright:

Available Formats

You might also like

D16356GC20 Supp Pracs

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

D16356GC20 Supp Pracs

Uploaded by

Copyright:

Available Formats

Oracle Internal & Oracle Academy Use Only

11i Inventory Management

Restricted Rights Legend

Oracle Internal & Oracle Academy Use Only

Oracle University Instructors

Technical Contributors and Reviewers

This book was published using: oracletutor

11i Inventory Management Fundamentals Supplemental Practices...........................................................1-1

Oracle Internal & Oracle Academy Use Only

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

Oracle Internal & Oracle Academy Use Only

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

• Working experience with Oracle Applications

• 11i Navigating Oracle Applications

Oracle Internal & Oracle Academy Use Only

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

• System release bulletins

• Installation and user’s guides

• International Oracle User’s Group (IOUG) articles

Oracle Internal & Oracle Academy Use Only

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

Oracle Internal & Oracle Academy Use Only

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Oracle Internal & Oracle Academy Use Only

Typographic Conventions in Oracle Application Navigation Paths

This simplified path translates to the following:

2. (M) From the menu, select Query then Find.

3. (B) Click the Approve button.

(ST) = Sub Tab

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

Oracle Internal & Oracle Academy Use Only

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

Copyright © 2004, Oracle. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices Table of Contents

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Inventory Management Fundamentals Supplemental Practices