ORACLE INVENTORY TRAINING

ORACLE APPLICATIONS INVENTORY TRAINING HAND-OUT

Author:

Dhanunjay

Updated: May29, 2003 Version: 1

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ORACLE INVENTORY TRAINING
INDEX ORACLE INVENTORY TERMINOLOGY..................................................................................................................................4 DAY 2 PRE LUNCH SESSION.................................................................................................................................................9 1. Define Work Day Exception Template.....................................................................................................9 2. Define a new Workday Calendar.............................................................................................................9 3. Define Location......................................................................................................................................14 4. Define Organization...............................................................................................................................15 5. Attach Organization at Location Definition.............................................................................................20 DAY 2 POST LUNCH SESSION.............................................................................................................................................21 6. Define Subinventories............................................................................................................................21 7. Define Stock Locators............................................................................................................................22 8. Define and update unit of measure classes...........................................................................................23 9. Define Units of Measure........................................................................................................................24 10. Define Unit of Measure Conversions..................................................................................................25 DAY3 PRE LUNCH SESSION................................................................................................................................................27 11. Define Transaction Source Types:.......................................................................................................27 12. Define Transaction Types....................................................................................................................27 13. Define Transactions Reasons..............................................................................................................28 14. Define Inter-Organization Shipping Networks......................................................................................29 15. Define Items.........................................................................................................................................30 16. Define Item Relationships....................................................................................................................33 17. Define Cross reference Types.............................................................................................................34 18. Define Customer items and Cross References....................................................................................35 19. Item Transaction Defaults....................................................................................................................36 20. Deletion Groups...................................................................................................................................37 DAY 3 POST LUNCH SESSION.............................................................................................................................................39 21. Defining Item Attribute Control levels...................................................................................................39 22. Define Item Status...............................................................................................................................41 23. Item Template......................................................................................................................................43 24. Define Category Codes.......................................................................................................................44 25. Category Set........................................................................................................................................48

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ORACLE INVENTORY TRAINING
26. Define Items and Assign Newly Defined Categories............................................................................50 DAY 4 PRE LUNCH SESSION...............................................................................................................................................54 27. Locator Controlled Items......................................................................................................................54 28. Revision Controlled Items....................................................................................................................57 29. Lot Controlled Items.............................................................................................................................60 30. Serial Controlled Items.........................................................................................................................64 31. Revision / Locator / Lot / Serial Controlled Items.................................................................................67 32. Miscellaneous Transactions.................................................................................................................72 33. Define Account Aliases........................................................................................................................74 34. Account Alias Receipt..........................................................................................................................75 35. Account Alias Issue..............................................................................................................................76 DAY 4 POST LUNCH SESSION.............................................................................................................................................79 36. Sub Inventory Transfers.......................................................................................................................79 37. Inter organization Transfers.................................................................................................................81 38. Move Orders........................................................................................................................................83 39. PO Receipting......................................................................................................................................89 DAY 5 PRE LUNCH SESSION...............................................................................................................................................99 40. On-Hand Availability............................................................................................................................99 41. ABC Analysis.....................................................................................................................................101 42. Cycle Count.......................................................................................................................................108 DAY 5 POST LUNCH SESSION...........................................................................................................................................117 43. Physical inventory..............................................................................................................................117 44. Viewing Forecast rules & Forecasts...................................................................................................124 45. Setting up Manual Forecast...............................................................................................................125 46. Re Order Point Planning....................................................................................................................128 47. Min Max Planning..............................................................................................................................130 48. Replenishment Planning....................................................................................................................133 49. Average Costing................................................................................................................................142

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ORACLE INVENTORY TRAINING Oracle Inventory Terminology Terms used in the conventional Inventory system and as referred in Oracle Inventory may be different. Order Management refers to organizations as warehouses on all Order Management windows and reports.doc Page 4 of 145 . Workday calendar: A calendar that identifies available workdays for one or more organizations. you can specify a workday calendar and exception set.To Be’ flows and it is recommended that the various users of this system get acquainted with the same. Workday exception set: An entity that defines mutually exclusive sets of workday exceptions. 51698283. For each organization. Unit of measure: The unit that the quantity of an item is expressed. Logical organization: A business unit that tracks items for accounting purposes but does not physically exist. Weight. These terms are extensively used in documenting the ‘Inventory . The standard unit classes are Length. and Pack. and Capacity plan and schedule activities based on a calendar’s available workdays. A brief explanation of the ‘Oracle Inventory’ term’s vis-à-vis the existing terminology is provided the following paragraphs. department. warehouse. and so on. Volume. Item Validation Organization: The organization that contains your master list of items. You define it by setting the OE: Item Validation Organization profile option. Inventory. Time. Organization: A business unit such as a plant. Primary unit of measure: The stocking unit of measure for an item in a particular organization. Destination organization: An inventory organization that receives item shipments from a given Organization. Work in Process. Master Scheduling/MRP. Unit of measure class: A group of units of measure and their corresponding base unit of measure. Unit of measure conversions: Numerical factors that enable you to perform transactions in units other than the primary unit of the item being transacted. division. Area.

metals. If each organization maintains serial number control locally. and finished products. bill. the inventory item remains an asset until you consume it. subassemblies. You control inventory for inventory items by quantity and value. revision control. A deletion constraint is a test that must succeed before an item. Category set A feature in Inventory where users may define their own group of categories. Inventory item: Items you stock in inventory. you define and maintain serial number attribute control at the item master level. or routing can be deleted. they maintain those attributes at the organization specific level. Item status: Code used to control the transaction activity of an item. You recognize the cost of an inventory item as an expense when you consume it or sell it. option classes. 51698283. you may also be able to stock it. costing. and planning. For example. Standard item: Any item that can have a bill or be a component on a bill except planning items. such as plastics. materials. if your company determines serial number control at headquarters regardless of where items are used. If an item is also an inventory item. You generally value the inventory for an item by multiplying the item standard cost by the quantity on hand. Purchased item: An item that you buy and receive. or glass items. item status. Current on–hand quantity: Total quantity of the item on–hand before a transaction is processed. or models.doc Page 5 of 145 . Substitute item: An item that can be used in place of a component. Master Scheduling/MRP suggests substitutes items on some reports. Item attributes: Specific characteristics of an item. Typical category sets include purchasing. Deletion constraint: A business rule that restricts the entities you can delete. such as order cost. Item master level attribute: An item attribute you control at the item master level as opposed to controlling at the organization level. COGS account. Standard items include purchased items. Typically. Item attribute control level: To maintain item attributes at the item master attribute level or the Organization specific level by defining item attribute control consistent with your company policies. etc.ORACLE INVENTORY TRAINING Category: Code used to group items with similar characteristics.

ORACLE INVENTORY TRAINING On–hand quantity: The physical quantity of an item existing in inventory. such as a storeroom or receiving dock. bill of material. order setup cost. Locator: Physical area within a subinventory where you store material. Reorder point planning: An inventory planning method used to determine when and how much to order based on customer service level. ABC classification: A method of classifying items in decreasing order of importance. 51698283. aisle. lead time and average demand. Safety stock: Quantity of stock planned to have in inventory to protect against fluctuations in demand and/or supply. Lot control: An Oracle Manufacturing technique for enforcing use of lot numbers during material transactions thus enabling the tracking of batches of items throughout their movement in and out of inventory. bin. representing either a physical area or a logical grouping of items. Lot: A specific batch of an item identified by a number.doc Page 6 of 145 . Revision control: An inventory control option that tracks inventory by item revision and forces you to specify a revision for each material transaction. such as annual dollar volume or your company’s transaction history. or routing. such as a row. Serial number: A number assigned to each unit of an item and used to track the item. Min–max planning: An inventory planning method used to determine when and how much to order based on a fixed user– entered minimum and maximum inventory levels. or shelf. safety stock. Revision A particular version of an item. carrying cost. Serial numbers control: A manufacturing technique for enforcing use of serial numbers during a material transaction. Subinventory: Subdivision of an organization. Locator control: An Oracle manufacturing technique for enforcing use of locators during a material transaction.

You may view.ORACLE INVENTORY TRAINING Cycle counting: An inventory accuracy analysis technique where inventory is counted on a cyclic schedule rather than once a year. Receipt: A shipment from one supplier that can include many items ordered on many purchase orders. You can choose to ship items directly or have them go through intransit inventory. and reserve against an account alias. the system uses the transaction price or cost and automatically recalculates the average unit cost of your items. Average costing: A costing method which can be used to cost transactions in both inventory only and manufacturing (inventory and work in process) environments. or locator. As you perform transactions. Receipt of completed assemblies into inventory from a job or repetitive schedule. Return to supplier: A transaction that allows you to return to the supplier items from a fully or partially received purchase order and receive credit for them. receipt to. Physicals inventory: A periodic reconciliation of item counts with system on–hand quantities. or adjustment to an inventory organization. Transaction interface: An open interface table through which you can import transactions. Supplier: Provider of goods or services. 51698283. subinventory. report. Material transaction: Transfer between. Transaction cost: The cost per unit at which the transaction quantity is valued. such as a calendar month or fiscal period. issue from.doc Page 7 of 145 . Account alias: An easily recognized name or label representing an account charged on miscellaneous transactions. Accounting period: The fiscal period a company uses to report financial results. Transaction manager: A concurrent program that controls your manufacturing transactions. Issue of component items from inventory to work in process. Inter–organization transfer: Transfer of items from one inventory organization to another You can have freight charges and transfer credits associated with inter–organization transfer.

ORACLE INVENTORY TRAINING Standard costing: A costing method where a predetermined standard cost is used for charging material. Any deviation in actual costs from the predetermined standard is recorded as a variance. 51698283. period close. overhead.doc Page 8 of 145 . job close. and cost update transactions and valuing inventory. resource.

start and end dates. Define a new Workday Calendar Define the workday calendar with calendar type. days on.ORACLE INVENTORY TRAINING Day 2 Pre Lunch Session 1.doc Page 9 of 145 . 51698283. You can either choose from LOV or enter the date in the format “25-DEC2001” 01-JAN-2001 01-JAN-2002 01-JAN-2003 25-DEC-2000 25-DEC-2001 25-DEC-2002 25-DEC-2003 Leave the field unchecked for all the dates Days On Click on the SAVE icon Tables: BOM_EXCEPTION_SETS. Navigation: Screen: Field Name Template Description Inactive On Dates Inventory > Setup > Organizations > Calendar Exception Templates Exception Templates Remarks Enter the Exception Template name “TXX-EXCEP” TXX MFG EXCEPTION Leave the field Blank Enter the dates. Define Work Day Exception Template Add a Workday Exception set to identify calendar exceptions. BOM_EXCEPTION_SET_DATES 2. days off.

ORACLE INVENTORY TRAINING Navigation: Screen: Inventory > Setup > Organizations > Calendars Workday Calendar Field Name Name Description Quarterly type Calendar Date range From To Click on the SAVE icon Table: BOM_CALENDARS Click on “Work Day Pattern” Button Screen: Workday Pattern Field Name Seq Days On Days Off Description 1 5 2 Regular Work Day pattern Remarks Remarks TXX-CAL TXX-Standard Calendar Choose “4/4/5 Week Pattern” from LOV Select the Date from the LOV or enter Manually “ 03-JAN-2000” Enter 01-JAN-2007 Click on the SAVE icon and Close the Window. Table: BOM_WORKDAY_PATTERNS Click on “Dates” Button on the Screen workday Calendar. 51698283.doc Page 10 of 145 .

. Shift Window for TXX-CAL opens… Field Name Shift Number Description Click on “Workday Patterns” Button Workday Patterns (under Shifts) opens.ORACLE INVENTORY TRAINING Click on “Exception List” Button Click on “Load” Button “Load Exceptions” Window appears Field Name Load From Template Click on “OK”.doc Page 11 of 145 . Close the “Calendar” Window. Field Name Seq Days On Days Off 1 5 2 Remarks Remarks 1 First Shift 7:00 to 15:00 Remarks Template TXX-EXCEP ( Enter or choose from LOV) 51698283. Click on “Shifts” Button on screen workday Calendar. Click on “OK”.

Close the window. Close the window. Click on “Times” Button for 1st Shift.. Field Name Seq Days On 1 5 Remarks Remarks 2 Second Shift 15:00 to 23:00 07:00 11:15 11:45 15:00 Remarks Regular Work Week Pattern Remarks 51698283.ORACLE INVENTORY TRAINING Field Name Description Click on SAVE icon. Shift Times (under Shifts) Field Name Start time Stop time Start time Stop time Click on SAVE icon.doc Page 12 of 145 . Shifts Window (first blank line) Field Name Shift Number Description Click on “Workday Patterns” Button Workday Patterns (under Shifts) opens.

Close the Shift times window. Shift Times (under Shifts) Field Name Start time Stop time Start time Stop time Click on SAVE icon. Click on “Times” Button for 2nd Shift.ORACLE INVENTORY TRAINING Field Name Days Off Description Click on SAVE icon. Table: BOM_SHIFT_TIMES In the Workday Calendar window review you calendar dates by clicking on the Dates button. Close the window. run the calendar build process Tools Menu > Build • Verify your requested job has completed View > Requests > Find Verify 25-DEC-2001 is a 15:00 18:45 19:15 23:00 Remarks 2 Regular Work Week Pattern Remarks 51698283.doc Page 13 of 145 . Close Shifts window. different color. • While still in the Workday Calendar Window.

. 123 MAIN STREET Inventory > Setup > Organizations > Locations Locations Remarks Select: Atlanta GA 30010 Select: Fulton Select: United States Click on OK.doc Page 14 of 145 .ORACLE INVENTORY TRAINING • Verify your calendar built correctly Setup > Organization > Calendar > View Menu > Find 3. Define Location Set up and name a location for your organization Navigation: Screen: Field Name Name Description Address Style Address Address Line 1 Address Line 2 Address Line 3 City State Zip Code County Country Telephone TXX-LOCATION TXX Location Stay on Address Details Tab United States Location Address window opens. Go to Shipping Details Tab TXX-LOCATION Check the box Check the box Ship-to Location Ship-to Site Bill-to Site 51698283.

Define Organization Set up and name your organization for your team Navigation: Screen: Field Name Name Type Field Name Dates From Dates To Location Internal or External Location Address Internal Address Organization Classifications Name TXX-ORG Plant Remarks Use the Default Leave Blank TXX-LOCATION Internal Use the Default Leave Blank Click on the Save icon.doc Page 15 of 145 . Table: HR_LOCATIONS_V 4. Table: HR_ORGANIZATION_UNITS_V Inventory > Setup > Organizations > Organizations > Click on “New” Organization Remarks Remarks Check the box Check the box Check the box Inventory Organization ( Enter or Choose from the LOV) 51698283.ORACLE INVENTORY TRAINING Field Name Office Site Internal Site Receiving Site Click on the Save icon.

HR_ORGANIZATION_INFORMATION_V With cursor in Name Click on Others button Select Accounting Information Click on OK then press tab Vision Operations (USA) Vision Operations Vision Operations Click on OK Click on OK Click on Save icon Click on Others button Select Inventory Information Stay on the Inventory Parameters tab Accounting Information Set of Books Legal Entity Operating Unit Field Name Organization Code Master Organization Calendar Process Enabled Demand Class Move Order Timeout Period Move Order Timeout Action Allow Negative Balances Locator Control Costing Information Costing Organization Remarks TXX Vision Operations TXX-CAL Do not check the box 60 Approve Automatically Check the Box Determined at Sub Inventory level Go to Costing Information Tab Display .doc Page 16 of 145 .ORACLE INVENTORY TRAINING Field Name Enabled Remarks Click the Check Box Click on the Save icon.Cannot be changed 51698283.

doc Page 17 of 145 . Serial tab A Across items At item level Do not check the box LOT# 30 Within Inventory Items At Organization Level SER# 1000 Go to ATP. Lot. Item Sourcing tab Total ATP. Pick.ORACLE INVENTORY TRAINING Field Name Costing Method Rates Cost Type Transfer to GL Reverse Encumbrance Default Material SubElement Valuation Accounts Material Outside Processing Material Overhead Overhead Resource Expense Starting Revision Lot Control: Uniqueness Lot Control: Generation Zero Pad Suffix Lot Control: Prefix Lot Control: Total Length Serial Control: Uniqueness Serial Control: Generation Serial Control: Prefix Serial Control: Starting Number ATP. No DC RevSub 51698283. Pick. Item Sourcing ATP Defaults Rule Picking Defaults Rule Picking Defaults: Subinventory Order Picking Defaults: Locator Remarks Average Summary Do not check the box 01-000-1410-0000-000 01-000-1450-0000-000 01-000-1420-0000-000 01-000-1430-0000-000 01-000-1440-0000-000 01-520-7530-0000-000 Go to Revision.

doc Page 18 of 145 .ORACLE INVENTORY TRAINING Field Name Order Item Sourcing Detail: Type Item Sourcing Detail: Org Item Sourcing Detail: Subinv Inter-org Information Inter-org Transfer Charge Predefined Percent Inter-org Transfer Accounts Transfer Credit Purchase Price Variance Receivable Payable Intransit Inventory Other Accounts Invoice Price Variance Accounts Payable Accrual Encumbrance Profit and Loss Accounts Sales Cost of Goods Sold Remarks Supplier Go to Inter-org Information tab Check the radio button “Predefined Percent” 10 01-520-5290-0000-000 01-520-5210-0000-000 01-000-1810-0000-000 01-000-2370-0000-000 01-000-1460-0000-000 Go to Other Accounts Tab 01-520-5220-0000-000 01-000-2220-0000-000 01-520-4110-0000-000 01-520-5110-0000-000 Click on the Save icon • Table: MTL_PARAMETERS_VIEW • Close the window Click on the Others Button • 51698283.

ORACLE INVENTORY TRAINING • Select Receiving Information Field Name Receipt Date: Days Early Days Late Action Over Receipt Controls: Tolerance Action Miscellaneous: Allow Substitute Receipts Allow Unordered Receipts Allow Express Transactions Allow Cascade Transactions Allow Blind Receiving Receipt Routing Enforce Ship-To ASN Control Action Receipt Number Options: Action Type Next Receipt Number Receiving Inventory Account Clearing Account Remarks 5 5 Warning 5 Warning Check the Box Check the Box Check the Box Check the Box Do not check the Box Standard Receipt Warning Warning Automatic Numeric 1001 01-000-1410-0000-000 Click on the Save icon RCV_RECEIVING_PARAMETERS_V Close the Receiving Options Window Close the Organizations window.doc Page 19 of 145 . 51698283.

Attach Organization at Location Definition Tie the Location to the Organization Navigation: Screen: Steps: Field Name Location Remarks Enter Query (F11) Enter “TXX-LOCATION” Execute Query (CTRL F11) Go to Other Details tab TXX ( Enter or Pick the value from LOV) Click on Save icon Inventory > Setup > Organizations > Locations Location Inventory Organization 51698283.doc Page 20 of 145 .ORACLE INVENTORY TRAINING 5.

51698283.ORACLE INVENTORY TRAINING Day 2 Post Lunch Session 6. Click on New TXX-STORES TXX Stores Check the Box Check the Box Check the Box Check the Box Check the Box Check the Box Item Level Name Description Quantity Tracked Asset Subinventory Depreciable Include in ATP Allow Reservation Nettable Locator Control Picking Order Inactive On Click on Save icon Field Name Remarks Inventory > Setup > Organizations > Subinventories Choose Organization “M1” from the List of values if asked. defective material. Navigation: Inventory > Setup > Organizations > Subinventories Choose Organization (M1) Screen: Subinventories (M1) Define two Sub inventories named TXX-STORES and TXX-SHOP Field Name Remarks Inventory > Setup > Organizations > Subinventories Choose Organization “M1” from the List of values if asked. finished goods. such as raw material. Define Subinventories You define one or more subinventories for each inventory organization. or a freezer compartment.doc Page 21 of 145 . A Subinventory is a physical or logical grouping of your inventory.

ORACLE INVENTORY TRAINING Field Name Name Description Quantity Tracked Asset Subinventory Depreciable Include in ATP Allow Reservation Nettable Locator Control Picking Order Inactive On Click on New TXX-SHOP TXX Shop Floor Check the Box Check the Box Check the Box Check the Box Do not check the Box Check the Box None Remarks Click on Save icon 7. Define Stock Locators MTL_SECONDARY_INVENTORIES_FK_V Locators are optional structures within subinventories. Locators may represent rows. You can receive items directly into and ship items directly from locators. aisles. Navigation: Screen: Field Name Click on the New Button Click on the LOV TXX First Row TXX First Rack TXX Fifth Bin Leave it blank Leave it blank Inventory > Setup > Organizations > Stock Locators Stock Locators Remarks Row Rack Bin Project Task 51698283. or bins in warehouses.doc Page 22 of 145 .

Also create an inter-class conversion. Use your unique identifier to set up multiple UOMs for your classes. and case. Navigation: Screen: Inventory > Setup > Unit of Measures > Classes Unit of Measure classes Note: Be sure to add a new row by clicking on the New icon Field Name Name Description Base Unit of Measure UOM Remarks TXX-QTY TXX Quantity Class TXX-EACH EXX 51698283. and Case and save your entries. Use your unique identifier T(XX) to set up your UOM classes and save your entries. Create standard conversions for your UOM in multiples of dozen. Define and update unit of measure classes You are on the implementation team to set up the UOM classes and conversions for the new Oracle software.ORACLE INVENTORY TRAINING Field Name Description Type Status Subinventory Picking order Inactive On Remarks TXX Stock Locator Pick the Value “Storage locator” from LOV Active Choose from the LOV “TXX – Stores” Leave it blank Leave it blank Click on Save icon MTL_ITEM_LOCATIONS 8. Gross. Set up UOMs for Dozen.doc Page 23 of 145 . gross.

ORACLE INVENTORY TRAINING Field Name Inactive Date Remarks Leave it blank Click on Save icon MTL_UOM_CLASSES_VL 9. Define Units of Measure Define and update units of measure used for tracking. Field Name Name UOM Description Base Unit Class Inactive Date Click on New Icon TXX-Dozen DXX TXX DOZEN UOM NO TXX-QTY Click on the Save icon Click on the New icon TXX-GROSS GXX TXX-GROSS UOM Do not check the box TXX-QTY Click on the Save icon Remarks Name UOM Description Base Unit Class Inactive Date 51698283. receiving and storing inventory items.doc Page 24 of 145 . This was created automatically when your class was defined as above in sub heading no 8. issuing. Navigation: Screen: Inventory > Setup > Unit of Measures > Unit of Measures Unit of Measures Note: Scroll down the screen to find the UOM Name TXX-EACH.

doc Page 25 of 145 . Navigation: Screen: Field Name Stay on the Standard tab Click on New Icon TXX-DOZEN TXX-QTY 12 TXX-EACH Click on the Save icon Click on the New icon TXX-GROSS TXX-QTY 144 TXX-EACH Inventory > Setup > Unit of Measures > Conversions Unit of Measure Conversions Remarks Unit Class Conversion Base Unit Inactive Date Unit Class Conversion Base Unit 51698283.ORACLE INVENTORY TRAINING Field Name Name UOM Description Base Unit Class Inactive Date Click on the New icon TXX-CASE CXX TXX-CASE UOM Do not check the box TXX-QTY Click on the Save icon MTL_UNITS_OF_MEASURE_VL Remarks 10. Define Unit of Measure Conversions Define and update the conversions between the base unit of measure and other units of measure within a class.

doc Page 26 of 145 .ORACLE INVENTORY TRAINING Field Name Inactive Date Remarks Click on the Save icon Click on the New icon TXX-CASE TXX-QTY 24 TXX-EACH MTL_UOM_CONVERSIONS Click on the Save icon Go to Inter-class tab Click on New icon AS18947  MTL_SYSTEM_ITEMS_FVL TXX-EACH TXX-QTY 2 EACH QUANTITY Click on the Save icon Unit Class Conversion Base Unit Inactive Date Item Base Unit Class Conversion Base Unit Class MTL_UOM_CLASS_CONVERSIONS 51698283.

Oracle Inventory provides the list of transaction actions. You define transaction source types in the Transaction Source Types window. and account transactions.Define Transaction Types You define transaction types by combining transaction actions and transaction source types. Navigation: Inventory > Setup > Transactions > Source Types Screen: Transaction Source types Field Name Remarks Click on the User tab Click on New Icon TXX Maintenance Transactions Maintenance Transactions None Leave the field blank Leave the field blank Click on the save icon MTL_TXN_SOURCE_TYPES Name Description Type Context Inactive on 12. however.doc Page 27 of 145 . Navigation: Inventory > Setup > Transactions > Types 51698283. You can add source types for miscellaneous transactions. You can add more source types to this list or update the predefined types.Define Transaction Source Types: Oracle Inventory predefines a list of transaction source types for you. you cannot delete the predefined types. inter-organization and sub inventory transfers.ORACLE INVENTORY TRAINING Day3 Pre Lunch Session 11.

doc Page 28 of 145 .ORACLE INVENTORY TRAINING Screen: Transaction Types Field Name Click on the User tab Click on New Icon TXX Maintenance Issues Maintenance Issues TXX Maintenance Transactions Issue from stores Do not check the Box Do not check the Box Do not check the Box Leave it Blank Click on the Save icon Click on New Icon TXX Maintenance Receipts Maintenance Receipts TXX Maintenance Transactions Receipt into stores Do not check the Box Do not check the Box Do not check the Box Leave it Blank Click on the Save icon Remarks Name Description Source Type Action Project Shortage Message Online Shortage Message Notification Inactive Date Name Description Source Type Action Project Shortage Message Online Shortage Message Notification Inactive Date MTL_TRANSACTION_TYPES 13.Define Transactions Reasons Navigation: Inventory > Setup > Transactions > Reasons 51698283.

ORACLE INVENTORY TRAINING Screen: Field Name Name Description Click on the New icon TXX-Training Transactions during training Click on the Save icon Transaction Reasons Remarks MTL_TRANSACTION_REASONS 14. Navigation: Screen: Field Name Click on the Find Button Stay on the Main Tab M1 TXX Intransit Choose Receipt Do not check the box Standard Do not check the box Inventory > Setup > Organizations > Shipping Networks Shipping Networks Remark Organization from Organization to Transfer Type FOB Elemental Visibility enabled Receipt Routing Internal Order 51698283.doc Page 29 of 145 .Define Inter-Organization Shipping Networks Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping (from) organization that ships inventory to a destination (to) organization.

s) Defaults from Organization (Or enter a percentage value) Click on Primary Accounts Tab Check whether all accounts have defaulted from Organization parameters Click on Secondary Accounts Tab Check whether all accounts have defaulted from Organization parameters Click on Intransit Account Tab Check whether all accounts have defaulted from Organization parameters Click on Save icon TXX Maintenance Transactions Remark Transfer Charge Type % 15.doc Page 30 of 145 . Define items by copying from Item templates Field Name Remark 51698283. Distance Tab Predefined Defaults from Organization Parameters ( You can change this value from LOV.Define Items Navigation: Inventory > Items > Master Items Screen: Master Items (V1) A.ORACLE INVENTORY TRAINING Field Name required Manual receipt at Expense destination Do not check the box Click on the Save icon Click on the Transfer.

Field Name Item Description Unit of Measure: Primary User Item type Item User Item type TXX-10001001 TXX Purchased Item Stay on Main Tab Use default “Each” Keep the cursor on User Item Type and click on Tools Menu Click on Copy From Choose TXX-10001000 from LOV Click on Apply and Done Shows now as “Purchased Item” Click on Save icon Remark 51698283.doc Page 31 of 145 . Define items by copying from existing item.ORACLE INVENTORY TRAINING Field Name Item Description Unit of Measure: Primary User Item type Template User Item type TXX-10001000 TXX Purchased Item Stay on Main Tab Use default “Each” Keep the cursor on User Item Type and click on Tools Menu Click on Copy From Choose @Purchased Item from LOV Click on Apply and Done Shows now as “Purchased Item” Click on Save icon Click on all tabs and review the attributes MTL_SYSTEM_ITEMS_FVL Remark B.

Field Name Remark click on Tools Menu while staying on item TXX-10001000 Click on Categories TXX-10001000 Purchasing Master Default “MISC. Field Name Remark click on Tools Menu while staying on item TXX-10001001 Click on Organization Assignment Check the box against organization “M1” Check the box against organization “TXX” Click on Save icon Repeat the same steps for item “TXX-10001000” and assign M1 and TXX Assigned D.MISC” Click on LOV to select values for Item category and Commodity.doc Page 32 of 145 . Review Categories assigned to items.ORACLE INVENTORY TRAINING Field Name Remark Click on all tabs and review the attributes C.MISC” Click on LOV to select values for Family and Class. Assign items to Child Organizations. if item belongs to different category Inventory Org Default “NEW. if item belongs to different category Item Category Set Control Level Category Category Set Control Level Category 51698283.

doc Page 33 of 145 . 51698283.Define Item Relationships You can define relationships between items.ORACLE INVENTORY TRAINING Field Name Remark Click on Save icon Repeat the same steps for item “TXX-10001001” and Review Categories assignment. 16. Attention: If you receive a substitute item. Except in Oracle Purchasing. You must define a list of substitutes before you receive a substitute item in place of an originally ordered item. Item Relationships with Oracle Purchasing Within Oracle Purchasing you can define acceptable substitute items for receiving. This allows you to search for items through these relationships. Navigation: Inventory > Items > Item Relationships Screen: Item Relationships (V1) Click on New icon. you must have previously defined a unit of measure conversion between the unit of measure on the purchase order and the unit of measure on the receipt. these relationships are for inquiry and reporting purposes only.

you can create a cross-reference type Old to track the old item numbers.ORACLE INVENTORY TRAINING From item TXX-10001000 Click on SAVE icon. To Item TXX-10001001 Substitute Type Reciprocal Check the Box 17.doc Page 34 of 145 .Define Cross reference Types Navigation: Screen: Inventory > Items > Cross References Cross reference Types Cross-reference types define relationships between items and entities such as old item numbers or supplier item numbers. and a type Supplier to track supplier part numbers Type Description Inactive On TXX Substitute Click on New icon TXX Substitute N/A Click on Save icon Click on Assign Button 51698283. For example.

Networks” from LOV Enter “CXX-ACNT001 Use default. Finished Good Description Defaults Click on Save icon Click on “Cross Reference” Button CXX-ACNT001 defaults TXX-10001000 Defaults from Item Master Inventory > Items > Customer Items > Customer Items Customer Items Summary (V1) Remark Applicable to All Organizations Check the Box Org N/A Value TXX-10000000 Description Old Supplier Item Customer Name Customer item Level: Customer Code Description Customer Item Item Item Description 51698283.Define Customer items and Cross References Use the Customer Items Summary and Customer Items Detail windows to define and update customer items.doc Page 35 of 145 . Box is checked. You can cross reference customer items to your Oracle Inventory items to support processing orders and shipments Navigation: Screen: Field Name Click on New icon Stay on Commodity Tab Choose “A. 18. You can toggle between these windows with the Summary/Detail option in the Go option on the Toolbar.ORACLE INVENTORY TRAINING Item TXX-10001000 Click on Save icon Close the window. C.

( Checked) Click on Save icon Close the window.doc Page 36 of 145 . receiving. and move order transactions.Item Transaction Defaults Use this form to define a default subinventory and/or locator for an item for shipping.ORACLE INVENTORY TRAINING Field Name Rank Active 1 Leave the default. Navigation: Screen: Inventory > Setup > Transactions > Item Transaction Defaults Item Transaction Defaults Field Name Click on New icon Subinventories Tab Item Description Default for Subinventory Item Description Default for Subinventory TXX-10001000 Defaults from Item Master Receiving Stores Tab to go to the next line TXX-10001000 Defaults from Item Master Move order Receipt Stores Click on Save icon Remark 51698283. Remark 19.

Concurrent request will be fired.Deletion Groups Set up groups of entities to check. bills of material. delete and optionally archive. Navigation: Screen: Inventory > Items > Delete items Deletion groups Field Name Group Type Description Entities to Delete Item Description Organization Type Alternate Remarks TXX-DG Item TXX-Deletion Group Stay on the Details tab TXX-10001000 Defaults Defaults Defaults Click on Save icon Click on “Delete Group” Button. Entities can include items. View the status of the concurrent request to 51698283. routings. components.ORACLE INVENTORY TRAINING Field Name Locator Tab Remark Please do the same steps as above if Locator Control is enabled for this Item to define Locator along with Sub inventory. 20.doc Page 37 of 145 . or operations.

ORACLE INVENTORY TRAINING Field Name Remarks Complete. After successful completion. Query the Deletion Group “TXX-DG” Click on the “results” tab Shows as “Deleted” if no references are found against the item. Close the window. Open the Master Item and Query the item TXX10001000 Click on Tools Menu and Select Organization Assignment Notice that Organization assignment to your organization in which item is deleted is unassigned from the Organization. Close the window.doc Page 38 of 145 . Results Status Item Query 51698283.

Master Level 2. only the level at which it is controlled. Defining attribute controls does not determine the value of an attribute. The control level you define for an attribute applies to all items.doc Page 39 of 145 . Organization Level Below are set up as per the business requirements. You assign values to the attributes when you define an item. Just review the Attribute controls. which have only two values of control: 1.ORACLE INVENTORY TRAINING Day 3 Post Lunch Session 21.Defining Item Attribute Control levels Navigation: Screen: Inventory > Set Up > Items > Attribute Controls Item Attribute Controls You can choose between centralized and decentralized control of item attributes. Group Name Main Inventory Bills of Material Costing Asset Management Purchasing Receiving Physical Attributes General Planning MPS/MRP Planning Lead Times Work In Process Attribute Name 7 Attributes 26 Attributes 4 Attributes 5 Attributes 5 Attributes 23 Attributes 10 Attributes 20 Attributes 19 Attributes 23 Attributes 8 Attributes 7 Attributes Controlled at Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level 51698283.

What is the status of this item? Can I have a BOM for this item? Can I build this item in WIP? Can a customer order this item? Can I invoice a customer for this item? Answer ( Yes / No ) 51698283. 2. 4. 3. 5. Select “Query by Example” and “Enter” Enter AS54888 Click on View menu. Select “Query by Example” and “Run” AS54888 item Displays Item Answer the following Queries Question 1.ORACLE INVENTORY TRAINING Order Management Invoicing Service Web Option 20 Attributes 6 Attributes 16 Attributes 3 Attributes Master Master Master Master or or or or Org Org Org Org level level level level Lab exercise on attribute controls Navigation: Screen: Field Name Inventory > Items > Master Items Master Items (V1) Remarks Stay on Master Item screen Click on View menu.doc Page 40 of 145 .

ORACLE INVENTORY TRAINING
Question 6. Can I order this item internally from another organization in my company? 7. Is this item transactable in inventory? 8. Can I purchase this item from a supplier? 9. Can I stock this item in inventory? 10. In how many organizations can this part be used? Hint: ( Click on Tools menu, Select Organization Assignment) Answer ( Yes / No )

22.Define Item Status You can use statuses to provide default values for certain item attributes to control the functionality of an item. When you update the values for a status, all items to which it is assigned are also updated. Navigation: Screen: Field Name Status Description Inactive Date Inventory > Set up > Items > Status Codes Item Status Remarks TXX-Status Item status-Customer Order and Invoicing Pending N/A Value Check the Box Check the Box Do not Check the Box Check the Box Value Defaults Defaults Defaults Defaults value value value value

Status Attribute BOM Allowed Build in WIP Customer Order enabled Internal Order enabled

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Status Attribute Invoice enabled Transactable Purchasable Stockable Click on Save icon Notice the effect of item status code by doing the following steps: Navigation: Screen: Field Name Inventory > Items > Master Items Master Items Remarks Stay on Master Item screen Click on View menu. Select “Query by Example” and “Enter” Enter TXX-10001001 Click on View menu. Select “Query by Example” and “Run” TXX-10001001 item Displays Stay on Main Tab Notice that status is active. Check for attributes “Customer Orders enabled” in Order Management tab and “Invoice enabled” in Invoicing tab. They are enabled and checked.. Go to Main Tab Change the Item status from “Active” to “TXX-Status” Check for attributes “Customer Orders enabled” in Order Management tab and “Invoice enabled” in Invoicing tab. They are disabled and unchecked. Value Do not Check the Box Check the Box Check the Box Check the Box Value Defaults Defaults Defaults Defaults value value value value

Item

Item Status

Item Status

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23.Item Template A template is a defined set of attribute values. When you apply a template to an item, you overlay or default in the set of attribute values to the item definition. You can apply the same or different templates to an item multiple times. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (for example, the Primary Unit of Measure, which is never updatable). Navigation: Screen: Inventory > Items > Master Items Master Items

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001002 Copying Item attributes from Item Template

Select the Following: Template Press Screen: (B) Done Master Items TXX-Item Template (Defined in the class)

Observe the Following: Region Main Field Name Values

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A category can belong to multiple category sets.ORACLE INVENTORY TRAINING Region Field Name Use Item Type Item Status Conversions . (Ctrl + S) Yes Yes Choose Sales Account from LOV Values Purchased Item Active Yes Yes Yes Yes Yes No Yes Enter Default Buyer Name here Enter the list price to default on PO Purchasing 24. You can assign a category to a category set either at the time you define a category set or at the time you assign an item to the category. Define Category Codes You can define an unlimited number of categories and group subsets of your categories into category sets. A category is a logical classification of your items.Both Purchased Purchasable Allow Description Update RFQ Required Taxable Receipt Required Buyer List Price Invoicing Invoiceable Item Invoice Enabled Sales Account Save your work.doc Page 44 of 145 . Step 1: Enter the new values for “Family” and “Class” Key Segments Navigation: Inventory > Setup > Flexfields > Key > Values 51698283.

ORACLE INVENTORY TRAINING Screen: Region Find Values By Find Key Flexfield segment Field Name Key Flexfield Application Title Structure Segment Screen Segment Values Value Translated value Description Values Check the box Oracle Inventory Item Categories Item Categories Choose “Family” Click on the Find Button Stay on the Values. Effective Tab Click on New icon Enter “LAPTOP” Use the default Laptop Click on the Save icon Click on New icon Enter “GIVEAWAYS” Use the default Giveaways Click on the Save icon Close the window. Value Translated value Description Navigation: Screen: Region Find Values By Inventory > Setup > Flexfields > Key > Values Find Key Flexfield segment Field Name Key Flexfield Values Check the box 51698283.doc Page 45 of 145 .

ORACLE INVENTORY TRAINING Region Field Name Application Title Structure Segment Independent Value Screen Segment Values Value Translated value Description Values Oracle Inventory Item Categories Item Categories Choose “Class” Choose “LAPTOP” Click on Find Button Stay on the Values. Effective Tab Click on New icon Enter “TOSHIBA” Use the default Toshiba Click on the Save icon Click on New icon Enter “DELL” Use the default Dell Click on the Save icon Close the window.doc Page 46 of 145 . Value Translated value Description Navigation: Screen: Region Find Values By Inventory > Setup > Flexfields > Key > Values Find Key Flexfield segment Field Name Key Flexfield Application Title Structure Segment Values Check the box Oracle Inventory Item Categories Item Categories Choose “Class” 51698283.

DELL LAPTOP.doc Page 47 of 145 . Effective Tab Click on New icon Enter “CUPS” Use the default Cups Click on the Save icon Click on New icon Enter “BAGS” Use the default Bags Click on the Save icon Close the window.TOSHIBA Dell Laptop Toshiba Laptop Description Inactive on 51698283. Value Translated value Description Step 2: Create the Category Codes with new values defined above Navigation: Screen: Click on new Button Inventory > Setup > Item > Categories > Category Codes Categories Structure Name Choose “Item Categories” from LOV Item Categories Category LAPTOP.ORACLE INVENTORY TRAINING Region Field Name Independent Value Screen Segment Values Value Translated value Description Values Choose “GIVEAWAYS” Click on Find Button Stay on the Values.

Category Set A category set is a set or group of categories.Items Inventory Category Set Item Categories Org Level NEW. Navigation: Setup > Items > Categories > Category Sets Screen: Field Name Name Category Sets Values Click on (M) View .CUPS GIVEAWAYS. select “Query by example” and Run “Inv.BAGS Description Give away Cups Give away Bags Inactive on Click on Save icon and close the Window. Order entry can have a separate default Category set. Purchasing.DELL Name Description Flex Structure Controlled At Default Category Enforce Valid Category List of Valid Category 51698283.MISC Yes Enter Below values which are created by you in above session Click on New icon LAPTOP. 25.Items” Click on (M) View . Each functional area viz. select “Query by example” and Enter Enter “Inv.doc Page 48 of 145 . Costing.ORACLE INVENTORY TRAINING Structure Name Item Categories Item Categories Category GIVEAWAYS. You can use categories and category sets to group items for various reports and programs. Inventory.Items” Category Set displays Inv.

BAGS Click on Save icon 51698283.doc Page 49 of 145 .TOSHIBA GIVEAWAYS.ORACLE INVENTORY TRAINING Field Name Values LAPTOP.CUPS GIVEAWAYS.

Both Purchasing Purchased Purchasable Yes Yes Values Purchased Item Active Yes 51698283.ORACLE INVENTORY TRAINING 26.Define Items and Assign Newly Defined Categories Navigation: Items > Item Master Screen: Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001004 Dell laptop – Category Assignment Select the Following: Template Press Screen: (B) Done Master Items Purchased Item Observe the Following: Region Main Field Name Use Item Type Item Status Conversions .doc Page 50 of 145 .

(Ctrl + S) Go to Screen: Category Set Inv.ORACLE INVENTORY TRAINING Region Field Name Allow Description Update RFQ Required Taxable Receipt Required Buyer List Price Values Yes Yes No Yes Enter Default Buyer Name here Enter the list price to default on PO Invoicing Invoiceable Item Invoice Enabled Sales Account Select the Following: Region Main Field Name Primary Unit of Measure Expense Account Values Each Choose Expense Account from LOV Yes Yes Choose Sales Account from LOV Save your work.MISC Select your category “LAPTOP.DELL” Please Define the following items as per the steps followed in above session: Lab Exercise: 1 51698283.Items (M) Tools > Categories Category Assignment Screen Category The default is NEW.doc Page 51 of 145 .

CUPS” TXX-10001006 Giveaway Cups – Category Assignment (M) Tools > Categories Category Assignment Screen Category The default is NEW.ORACLE INVENTORY TRAINING Name Description Copy from Template: @Purchased Go to Screen: Category Set Inv.TOSHIBA” TXX-10001005 Toshiba laptop – Category Assignment 51698283.doc Page 52 of 145 .Items Lab Exercise: 2 Name Description Copy from Template: @Purchased Go to Screen: Category Set Inv.MISC Select your category “GIVEAWAYS.Items Lab Exercise: 3 Name Description Copy from Template: @Purchased TXX-10001007 Giveaway Bags – Category Assignment (M) Tools > Categories Category Assignment Screen Category The default is NEW.MISC Select your category “LAPTOP.

ORACLE INVENTORY TRAINING Go to Screen: Category Set Inv.MISC Select your category “GIVEAWAYS.doc Page 53 of 145 .Items (M) Tools > Categories Category Assignment Screen Category The default is NEW.BAGS” 51698283.

doc Page 54 of 145 .Locator Controlled Items Step 1: Define a new item with Locator control enabled as “Prespecified” Navigation: Items > Item Master Screen: Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001008 Purchased Item – Locator Controlled Select the Following: Template Press Screen: (B) Done Master Items Purchased Item Enter the Following: 51698283.ORACLE INVENTORY TRAINING Day 4 Pre Lunch Session 27.

ORACLE INVENTORY TRAINING Region Main Field Name Use Item Type Item Status Conversions . M2 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org) Before performing a miscellaneous transaction. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001008 to M1.Both Inventory Locator Control Purchasing List Price Choose “Prespecified” 10 Values Purchased Item Active Yes Save your work. please check whether your accounting periods for M1 organization are open Navigation: Inventory > Accounting Close Cycle > Inventory Accounting periods (Check whether Period in which you are transacting is open) Screen: Miscellaneous Transaction (M1) 51698283.doc Page 55 of 145 .

1 100 01-580-7740-0000-000 Click on Save icon Close the windows. Step 3: View the On Hand Quantity Navigation: Screen: Inventory > On Hand. Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Values M1 TXX-10001008 Defaults from item Master 51698283.ORACLE INVENTORY TRAINING Region Transaction Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Account Values Defaults to Today’s date Choose “Miscellaneous Receipt” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1.doc Page 56 of 145 .1.

1.1..ORACLE INVENTORY TRAINING Region Field Name Values Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1. Organization Item Subinventory UOM Locator On-Hand Qty 28.doc Page 57 of 145 .Revision Controlled Items Step 1: Define a new item with Revision control enabled Navigation: Items > Item Master Screen: Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001009 Purchased Item – Revision Controlled Select the Following: Template Purchased Item 51698283. 100 Close the Window.

ORACLE INVENTORY TRAINING Press Screen: (B) Done Master Items Enter the Following: Region Main Field Name Use Item Type Item Status Conversions .doc Page 58 of 145 . (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001009 to M1 M2 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org) 51698283.Both Inventory Revision Control Purchasing List Price Check the box to enable revision Control on this item 10 Values Purchased Item Active Yes Save your work.

doc Page 59 of 145 .ORACLE INVENTORY TRAINING Region Transaction Field Name Date Type Source Account Transaction lines Item Revision Subinventory Quantity Account Values Defaults to Today’s date Choose “Miscellaneous Receipt” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001009 Choose “A” from LOV Stores 100 01-580-7740-0000-000 Click on Save icon Close the windows. Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Values M1 TXX-10001009 Defaults from item Master 51698283. Step 3: View the On Hand Quantity Navigation: Screen: Inventory > On Hand.

ORACLE INVENTORY TRAINING Region Field Name Values Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001009 Stores Ea A 100 Close the Window.doc Page 60 of 145 .Lot Controlled Items Step 1: Define a new item with Lot control enabled Navigation: Items > Item Master Screen: Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001010 Purchased Item Lot Controlled Select the Following: Template Purchased Item 51698283. Organization Item Subinventory UOM Revision On-Hand Qty 29.

ORACLE INVENTORY TRAINING Press Screen: (B) Done Master Items Enter the Following: Region Main Field Name Use Item Type Item Status Conversions . (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001010 to M1 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org) 51698283.Both Inventory Lot Control Lot Starting Prefix Lot Starting Number Purchasing List Price Choose “Full Control” LOT 001 10 Values Purchased Item Active Yes Save your work.doc Page 61 of 145 .

“ Sxxxxx” or “LOTxxx” 50 Click on Done button Click on Save icon Close the windows.doc Page 62 of 145 . “ Sxxxxx” or “LOTxxx” 50 Click on “Generate” Button Lot number displays as per the Parameters set up in Org. Availability > On – Hand Quantity 51698283. Transaction lines Item Subinventory Quantity UOM Lot Account Screen: Lot Entry (M1) Lot Qty Lot Qty Step 3: View the On Hand Quantity Navigation: Inventory > On Hand.ORACLE INVENTORY TRAINING Region Transaction Field Name Date Type Source Account Values Defaults to Today’s date Choose “Miscellaneous Receipt” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001010 Stores 100 Ea Leave Blank 01-580-7740-0000-000 Click on Lot / Serial Button Click on “Generate” Button Lot number displays as per the Parameters set up in Org.

ORACLE INVENTORY TRAINING Screen: Find On-Hand Quantities (M1) Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001010 Stores Ea 100 Click on Lot / Serial Button Observe the below: Sxxxx 50 Sxxxx 50 Close the Windows. Values M1 TXX-10001010 Defaults from item Master Organization Item Subinventory UOM On-Hand Qty Lot On-Hand Quantities (M1) – TXX-10001010 Screen Appears Lot Qty Lot Qty 51698283.doc Page 63 of 145 .

Both Inventory Serial Generation Choose “At Receipt” Values Purchased Item Active Yes 51698283.Serial Controlled Items Step 1: Define a new item with Lot control enabled Navigation: Items > Item Master Screen: Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001011 Purchased Item Serial Controlled Select the Following: Template Press Screen: (B) Done Master Items Purchased Item Enter the Following: Region Main Field Name Use Item Type Item Status Conversions .doc Page 64 of 145 .ORACLE INVENTORY TRAINING 30.

M2 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Quantity Values Defaults to Today’s date Choose “Miscellaneous Receipt” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001011 Stores 100 (Choose M1 Org) 51698283.ORACLE INVENTORY TRAINING Region Field Name Serial Starting Prefix Serial Starting Number List Price Values SC 00001 10 Purchasing Save your work. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001011 to M1.doc Page 65 of 145 .

Step 3: View the On Hand Quantity Navigation: Screen: Inventory > On Hand.doc Page 66 of 145 .ORACLE INVENTORY TRAINING Region Field Name UOM Account Values Ea 01-580-7740-0000-000 Click on Lot / Serial Button Screen: Serial Entry (M1) appears Serial Number entry Mode Range Start Serial Number End Serial Number Check the Box. Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Values M1 TXX-10001011 Defaults from item Master 51698283. (Use the default) SC00001 SC00100 Click on Done button Click on Save icon Close the windows.

doc Page 67 of 145 .ORACLE INVENTORY TRAINING Region Field Name Organization Item Subinventory UOM On-Hand Qty Serial OH Quantities (M1) – TXX-10001011 Screen Appears Serial Values Observe the following details M1 TXX-10001011 Stores Ea 100 Click on Lot / Serial Button Observe the below: SC00001 to SC00100 appears Close the Windows. 31.Revision / Locator / Lot / Serial Controlled Items Step 1: Define a new item with Revision / Locator / Lot / Serial control enabled Navigation: Items > Item Master Screen: Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001012 Purchased Item Revision / Locator / Lot / Serial control enabled Select the Following: 51698283.

Both Inventory Locator Control Revision Control Lot Control Lot Starting Prefix Lot Starting Number Serial Generation Serial Starting Prefix Serial Starting Number Purchasing List Price Choose “Prespecified” Check the box to enable revision Control on this item Choose “Full Control” LT 001 Choose “At Receipt” SC 00001 10 Values Purchased Item Active Yes Save your work.ORACLE INVENTORY TRAINING Template Press Screen: (B) Done Master Items Purchased Item Enter the Following: Region Main Field Name Use Item Type Item Status Conversions .doc Page 68 of 145 . (Ctrl + S) Go to Screen: (M) Tools > Organization Assignment Organization Assignment 51698283.

doc Page 69 of 145 .ORACLE INVENTORY TRAINING Assign Item: TXX-10001012 to M1 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Revision Subinventory UOM Locator Quantity Values Defaults to Today’s date Choose “Miscellaneous Receipt” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001012 Choose “A” Stores Ea 1.1.1 100 Click on Lot / Serial Button Screen: Lot Entry (M1) appears Lot Qty Click on “Generate” button LOT001 Appears Enter “50” and Tab (Choose M1 Org) 51698283.

doc Page 70 of 145 . Step 3: View the On Hand Quantity Navigation: Screen: Inventory > On Hand. (Use the default) Enter “SC00001” and Press Tab SC00050 ( Appears) Click on Done button Stay on LOT002 Line Click on Serial Button Screen: Serial Entry (M1) appears Serial Number entry Mode Range Start Serial Number End Serial Number Check the Box. (Use the default) Enter “SC00051” and Press Tab SC00100 ( Appears) Click on Done button Click on Done button Click on Save icon Close the windows. Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M1 Organization 51698283.ORACLE INVENTORY TRAINING Region Field Name Lot Qty Values Click on “Generate” button LOT002 Appears Enter “50” Stay on LOT001 Line Click on Serial Button Screen: Serial Entry (M1) appears Serial Number entry Mode Range Start Serial Number End Serial Number Check the Box.

ORACLE INVENTORY TRAINING Region Field Name Organization Item Description Values M1 TXX-10001012 Defaults from item Master Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001012 Stores A Ea 1.1.doc Page 71 of 145 . A Screen Appears 51698283. A Screen Appears Lot Qty Lot Qty Serial OH Quantities (M1) – TXX-10001012.1 100 Click on Lot / Serial Button Observe the below: LOT001 50 LOT002 50 Stay on LOT001 Line Click on “Serial” Button Organization Item Subinventory Revision UOM Locator On-Hand Qty Lot OH Quantities (M1) – TXX-10001012.

and then issuing that material from inventory to another account. or work in process such as a research and development group or an accounting department.ORACLE INVENTORY TRAINING Region Field Name Serial Values SC00001 to SC00050 Appears. Miscellaneous Issues. This allows you to issue material to groups that are not inventory. You can also use this feature to load all item on-hand quantities when you start implementing Oracle Inventory. receiving. You can perform the receipts for items that were acquired by means other than a purchase order from a supplier. or projects. Step 1: Perform Miscellaneous Issue item TXX-10001008 whose current on Hand qty is 100 Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org) 51698283. Close the window Stay on LOT002 Line Click on “Serial” Button Serial OH Quantities (M1) – TXX-10001012. 2. A Screen Appears Serial SC00051 to SC000100 Appears Close the Windows. You can also make manual adjustments to the general ledger by receiving material from one account to inventory. There are other types of Miscellaneous transactions which are: 1. We have seen Miscellaneous Receipts in the above sessions. or to issue damaged items to expense accounts such as scrap. departments. You can use this feature to issue items to individuals. You can use your user-defined transaction types and sources to further classify and name your transactions. Account Aliases Issues / Receipts. 32.doc Page 72 of 145 .Miscellaneous Transactions With a miscellaneous transaction you can issue material to or receive material from general ledger accounts in your current organization.

ORACLE INVENTORY TRAINING Region Transaction Field Name Date Type Source Account Values Defaults to Today’s date Choose “Miscellaneous Issue” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1.doc Page 73 of 145 . Transaction lines Item Subinventory Locator Quantity Account Step 2: View the On Hand Quantity Navigation: Screen: Inventory > On Hand. Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M1 Organization Region Field Name Organization Item Description Display Values M1 TXX-10001008 Defaults from item Master 51698283.1.1 40 01-580-7740-0000-000 Click on Save icon Close the windows.

You can view.doc Page 74 of 145 ..1. you can use the account alias instead of an account number to refer to the account. report. Navigation: Screen: Field Name Alias Description Account Effective On Inventory > Set Up > Account Aliases Account Aliases (M1) Values Click on New Icon TXX-MISC-TRANSACTION TXX-MISC-TRANSACTION 01-520-7740-0000-000 Today’s Date defaults Click on Save icon (Choose M1 Organization) 51698283.ORACLE INVENTORY TRAINING Region Field Name Detailed Values Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1. Organization Item Subinventory UOM Locator On-Hand Qty 33.Define Account Aliases An account alias is an easily recognized name or label representing a general ledger account number.1. and reserve against an account alias. 60 (Depleted to 60 from earlier on Hand 100) Close the Window. During a transaction.

1 40 Click on Save icon Close the windows. (Choose M1 Org) Step 2: View the On Hand Quantity Navigation: Screen: Inventory > On Hand. Availability > On – Hand Quantity Find On-Hand Quantities (M1) 51698283.ORACLE INVENTORY TRAINING 34.doc Page 75 of 145 .Account Alias Receipt Step 1: Perform Account Alias Receipt for item TXX-10001008 whose current on Hand qty is 60 Navigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Values Defaults to Today’s date Choose “Account alias receipt” Choose TXX-MISC-TRANSACTION Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1.1.

doc Page 76 of 145 .ORACLE INVENTORY TRAINING Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1.1.1.Account Alias Issue Step 1: Perform Account Alias issue for item TXX-10001008 whose current on Hand qty is 100 Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org) 51698283. 100 (Replenished to 100 earlier on Hand 60) Close the Window. Values M1 TXX-10001008 Defaults from item Master Organization Item Subinventory UOM Locator On-Hand Qty 35..

1.ORACLE INVENTORY TRAINING Region Transaction Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Values Defaults to Today’s date Choose “Account alias Issue” Choose TXX-MISC-TRANSACTION Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1. Step 2: View the On Hand Quantity Navigation: Screen: Inventory > On Hand.doc Page 77 of 145 . Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Values M1 TXX-10001008 Defaults from item Master 51698283.1 20 Click on Save icon Close the windows.

ORACLE INVENTORY TRAINING Region Field Name Values Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1. 80 (On Hand Qty 80 from earlier 100) Close the Window.1.. Organization Item Subinventory UOM Locator On-Hand Qty 51698283.doc Page 78 of 145 .1.

as well as from tracked to non-tracked subinventories. If an item has a restricted list of subinventories. Oracle Inventory allows you to use user-defined transaction types when performing a subinventory transfer. You can transfer from asset to expense subinventories. you can only transfer material from and to subinventories in that list. or between two locators within the same subinventory. Step 1: Perform a Sub Inventory Transaction with Serial Controlled item TXX-10001011 Navigation: Screen: Region Transaction Inventory > Transactions > Sub Inventory Transfer Subinventory Transfer (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Quantity To Subinv Screen: Serial Entry Values Defaults to Today’s date Choose “Subinventory Transfer” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001011 Stores 25 FGI Click on Lot / Serial Button (Choose M1 Org) 51698283.doc Page 79 of 145 .ORACLE INVENTORY TRAINING Day 4 Post Lunch Session 36.Sub Inventory Transfers You can transfer material within your current organization between subinventories.

doc Page 80 of 145 . Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001011 Stores Ea Values M1 TXX-10001011 Defaults from item Master Organization Item Subinventory UOM 51698283. (Use the default) SC00001 SC00025 Click on Done button Click on Save icon Close the windows. Step 2: View the On Hand Quantity Navigation: Screen: Inventory > On Hand.ORACLE INVENTORY TRAINING Region (M1) appears Serial Number entry Mode Field Name Range Start Serial Number End Serial Number Values Check the Box.

Serial OH Quantities (M1) – TXX-10001011 Screen Appears Serial Organization Item Subinventory UOM On-Hand Qty Serial OH Quantities (M1) – TXX-10001011 Screen Appears Serial 37. To enable inter org transfers.doc Page 81 of 145 . or from your current organization to intransit inventory. prerequisites is to define Shipping networks and it is defined in our earlier session. M1 TXX-10001011 FGI Ea 25 Click on Lot / Serial Button Observe the below: SC00001 to SC00025 appears Close the Windows. Navigation: Screen: Inventory > Transactions > Inter-Organization Transfer Inter-Organization Transfer (M1) (Choose M1 Org) 51698283.Inter organization Transfers You can transfer material from your current organization to another organization.ORACLE INVENTORY TRAINING Region Field Name On-Hand Qty Values 75 Click on Lot / Serial Button Observe the below: SC00026 to SC00100 appears Close the Windows.

ORACLE INVENTORY TRAINING Step 1: Perform Direct Inter Org Transfer with Revision Controlled item TXX-10001009 Enter the Following: Region Transaction Field Name Date To Org Type Shipment Type Number Fright Waybill/Airbill Containers Direct Org Transfer (M1) screen Appears Item Revision Sub Inventory To Sub Inv UOM Quantity Percent of Transaction value Account TXX-10001009 A Stores Stores Ea 25 7 ( defaults from Shipping network) 01-520-7220-0000-000 ( defaults from Shipping network) Click on Save icon Close the Windows.doc Page 82 of 145 . “Do not use in-transit inventory” defaults DHL TXX123 Click on Transaction Lines Values Today’s Date defaults Choose M2 from the LOV “Direct Org Transfer” Defaults from Shipping Network Step 2: Change the Organization to (M2) 51698283.

Values M2 TXX-10001009 Defaults from item Master Organization Item Subinventory UOM On-Hand Qty 38.Move Orders • Move orders are requests for the movement of material within a single organization. Availability > On – Hand Quantity Find On-Hand Quantities (M1) Choose M2 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M2 TXX-10001009 Stores Ea 25 Close the Windows. 51698283.ORACLE INVENTORY TRAINING Navigation: Inventory > Change Organization (Choose M2 Organization from List of values) Step 3: View the On Hand Quantity for TXX-10001009 Navigation: Screen: Inventory > On Hand.doc Page 83 of 145 .

ORACLE INVENTORY TRAINING • • Manage all material requisition and request processes within an organization by manually or automatically creating. Step 1: Define a new item for Move Orders Cycle testing Navigation: Screen: Items > Item Master Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001013 Purchased Item Move order Select the Following: Template Press Screen: (B) Done Master Items Purchased Item Enter the Following: Region Main Field Name Use Item Type Item Status Values Purchased Item Active 51698283. approving. Used for movement of material within a warehouse or facility for purposes like replenishment. and transacting a move order.doc Page 84 of 145 . material storage relocations. and quality handling.

1. 51698283.Both Values Yes Save your work.1 and 02.1. Verify that the timeout period is 0 for automatic approval Navigation: Screen: Inventory > Setup > Organizations > Parameters Organization parameters Field Name Move Order Timeout Period Move Order Timeout Action Remarks Stay on the Inventory Parameters tab Enter “0” Approve Automatically Click on Save icon and Close the window.ORACLE INVENTORY TRAINING Region Inventory Locator Control Purchasing List Price Choose “Dynamic Entry” 10 Field Name Conversions .1. Step 3: Create a miscellaneous receipt for 500 pieces of your item TXX-10001013 and receive them into two locators. 01.doc Page 85 of 145 . (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001013 to M1 and TXX Organization Click on Save icon Step 2: Review the time-out periods and time-out actions for move orders in organization M1.

1” 250 01-580-7740-0000-000 Click on Save icon Close the windows. Availability > On – Hand Quantity Find On-Hand Quantities (M1) 51698283.1.1. Step 4: View the On Hand Quantity Navigation: Screen: Inventory > On Hand.doc Page 86 of 145 .ORACLE INVENTORY TRAINING Navigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org) Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Account Item Subinventory Locator Quantity Account Values Defaults to Today’s date Choose “Miscellaneous Receipt” Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001013 FGI Enter “03.1” 250 01-580-7740-0000-000 Tab to the Next Line TXX-10001013 FGI Enter “04.

.. Navigation: Inventory > Move Orders > Move Orders 51698283.doc Page 87 of 145 .1. Make a note of the move order number.1. Move 10 pieces from one of the FGI subinventory locators you received. 250 Values M1 TXX-10001013 Defaults from item Master Organization Item Subinventory UOM Locator On-Hand Qty Organization Item Subinventory UOM Locator On-Hand Qty Step 5: Create a move order for your item. 250 M1 TXX-10001013 FGI Ea 04.ORACLE INVENTORY TRAINING Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001013 FGI Ea 03.1.1.

.1. The transaction is committed by the Approve step Step 6: Find your move order number. Navigation: Screen: Inventory > Move Orders > Transact Move Orders Find Move Order Lines (M1) 51698283.) Stay on Item tab 1 Defaults TXX-10001013 Ea Defaults NL Sub-inventory Transfer Defaults to Today’s date Click on the Source tab Choose “FGI” 03.ORACLE INVENTORY TRAINING Screen: Region Move Orders (M1) Field Name Number Description Default Line Item UOM Transaction Type Date Required Subinventory Locator Subinventory Approve order your move Values Tab out of the Number field to have this automatically assigned. Click on the Destination tab Choose “FloorStock” Click on “Approve” Button Note your move order number.doc Page 88 of 145 . TXX-10001013 Tab through the Default section (this will give you more flexibility in the body of the transaction.1.

On-Hand Qty 240 250 10 39. Step 7: Allocate the line of the move order you created. Review the details of your move order 3. Fill in your item TXX-10001013 and click on Find button 3.1. 2. 2. Click Find.1.PO Receipting This practice covers creating a purchase order and following it through the approval and receiving process.ORACLE INVENTORY TRAINING 1.doc Page 89 of 145 .. 4.1. Select the line of the move order you created.. Organization M1 M1 M1 Item TXX-10001013 TXX-10001013 TXX-10001013 Subinventory FGI FGI FloorStock UOM Ea Ea Ea Locator 03.1. Check your subinventories to see that the Quantities of items changed. Enter your move order number on the Header tab and press Tab. Steps 1: Creation of Purchase Orders 51698283. 1. 04. Click on View/Update Allocations button. Close the windows Step 8: View the results to make sure your material moved Navigation: Screen: Inventory > On-hand. Availability > On-hand Quantity Find On-hand Quantities (M1) 1. Click on Transact button.

Use Default “V1.doc Page 90 of 145 .ORACLE INVENTORY TRAINING Navigation: Screen: Scenario: Purchasing > Purchase Orders> Purchase Orders Purchase Orders Manually creating Standard Purchase Orders with Item Number Observe the following: Field Type Created Ship-To Bill-To Currency Buyer Status Total Select the following: Region Header Level Field Supplier Supplier Site Description Values Choose “Advanced Network Devices Choose “FRESNO” Free form text field to enter information Click on the PO Lines Items Item Quantity Price Need By Date Select your Item “TXX-10001001” 10 (enter) 1 (enter) Select from Calendar Today’s Date Values Standard Purchase Order SYS DATE Defaults based on your Financial Options.Seattle” Defaults based on your Financial Options. Defaults to “USD” Your name defaults. Jonathan” defaults Incomplete 0. For Mfg user “Smith. Choose “M1.00 51698283.New York City” Functional currency. Mr.

ORACLE INVENTORY TRAINING Region Field Promised Date Values Optionally choose Observe the following: Region Items Field Number Type Category Description UOM Amount Values Defaults Defaults Defaults Defaults Defaults 10.00 1 to GOODS type based on Item choosen above based on Item choosen above based on primary UOM of Item choosen above Press (B) Shipment Screen: Shipments Observe the Following: Region Shipments Field Num Org Ship-To UOM Quantity Need-By Press (B) Receiving Controls Screen: Receiving Controls Values Defaults Defaults Defaults Defaults Defaults Defaults to 1 based on Ship to Location at header. from Line level from Line level from Line level 51698283. based on Ship to Location at header.doc Page 91 of 145 .

Defaults based on Item-Org level values. Defaults based on Item-Org level values. Defaults based on Item-Org level values. Can override. Values Defaults based on Item-Org level values. Can override. Defaults based on Item-Org level values. Defaults based on Item-Org level values. Can override.ORACLE INVENTORY TRAINING Observe the Following: Region Receipt Date Field Days Early Days Late Action Over Receipt Quantity Tolerance Action Miscellaneous Allow Substitute Receipt Receipt Routing Enforce Ship-To Press (B) OK Screen: Shipments Defaults based on Item-Org level values. Can override. Choose “Standard” Defaults based on Item-Org level values. Defaults from shipment line qty 51698283. Can override. Can override. Optionally can change . Press (B) Distributions Screen: Distributions Observe the Following: Region Destination Field Num Type Quantity GL Date Select the Following: Values Defaults 1 Defaults based on Item type used.doc Page 92 of 145 . Can override.

ORACLE INVENTORY TRAINING Region Destination Field Requestor Deliver To Sub Inventory Charge Account Values (Your name) Leave Blank M1-Seattle Stores (Click) Defaults.doc Page 93 of 145 . Observe the following: Region More Field Accrual Account Budget Account Variance Account Save your work. Can override for an Expense item Defaults. (Ctrl + S) Return to the Purchase Orders Screen by closing the Distribution and Shipments screens Please Note your Purchase Order Number # Steps 2: Approval of Purchase Order Press (B) Approve Screen: Approve Document Press (B) OK Your Purchase order is approved. Can override for an Expense item 51698283. Can override for an Expense item Defaults. Can override for an Expense item. Steps 3: Receipt of Purchase Order Navigation: Inventory > Transactions > Receiving > Receipts Values Defaults.

Save your work.ORACLE INVENTORY TRAINING Screen: Find Expected Receipts (M1) Choose the appropriate Inventory organisation code where the Receipts are being made. (Ctrl +S) Please Note your Receipt Number by clicking (B) Header 51698283. Press (B) Find Screen: Receipt Header Enter the relevant information such as Packing slip. Way bill number etc. Select the following: Field Purchase order Values (select your purchase order) Alternatively enter other search information.doc Page 94 of 145 . Please note that all the Shipment lines against the subject Purchase order appear. The quantity against each lines indicate the Open PO quantity eligible for Receipt. Click on the lower half of the screen below the Receipt header Screen: Receipts Select the Line you wish to receive by checking the check box against that line Observe: All the entered fields become highlighted.

Check your subinventories to see that the Quantities of items received. Select the Following: Region Supplier and Internal Field Source Type Receipt Purchase Order Requisition Supplier Press (B) Find Screen: Receiving Transactions Values All Enter the Receipt number created above Select the line you wish to receive by checking the check box against that line.doc Page 95 of 145 . (Ctrl + S) Steps 4: Verify On-Hand Quantity Navigation: Screen: Inventory > On-hand.ORACLE INVENTORY TRAINING Navigation: Screen: Note: Inventory > Receiving > Receipts > Receiving Transactions Find Receiving Transactions For Receiving Transactions supports receipts which have receipt routing set as Standard or inspection required. Fill in your item TXX-10001001 and click on Find button 2. 51698283. Save your work. Availability > On-hand Quantity Find On-hand Quantities (M1) 1.

and error explanation information. transaction UOM. and transaction type information. and transaction type information. costed indicator. transfer transaction ID. source line ID. quantity. error code. source. source task number. transaction quantity. Reason. operation sequence number. source project number. Transaction ID: Displays the item. move transaction ID. transaction reference. receiving transaction ID. Click on find button View information in the following tabbed regions Location: Displays the item. transaction type. revision. task number. Intransit: Displays the item. shipment number. expenditure organization. 51698283. completion transaction ID. transaction reason. transfer organization. department code. project number. waybill/airbill number. subinventory. transfer subinventory.ORACLE INVENTORY TRAINING Organization M1 Item TXX-10001001 Subinventory Stores UOM Ea On-Hand Qty 10 Steps 5: Check Material Distributions Navigation: Screen: Inventory > Transactions > Material Transactions Find Material Transactions (M1) Select your item “TXX-10001001” and Tab. to task number. expenditure type. source type. source code. freight code. transaction date. transaction ID. transaction date. and transaction type information. Reference: Displays the item. transfer locator. transaction header number. to project number. supplier lot.doc Page 96 of 145 . container. locator.

source type (the origin of the inventory transaction). Currency. transaction type. the transaction value (for foreign currency). and the accounting type. 51698283. and the general ledger batch ID (if transferred to the general ledger). source. and the primary quantity (in the item's primary UOM). The Material Transactions Distributions window displays transaction dates and five tabbed regions: Account. transaction action. revision. Location.ORACLE INVENTORY TRAINING Transaction Type: Displays the item. transaction reference.doc Page 97 of 145 . and displays the conversion (exchange) rate. operation sequence. transaction UOM. and transaction date information. Type. the UOM. locator. and Comments. transaction ID. source (such as account number). Currency: Displays currency. or cycle count adjustment). transaction quantity. To view transaction distribution information: Choose the Distributions button. Location: Displays the subinventory. or User Defined). Comments: Displays transaction reason. Type: Displays the transaction type (such as miscellaneous issue. item. and transaction ID. transaction value. sales order issue. Account: Displays the account. and exchange rate date. source type. Corporate. type (such as Spot.

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enter a locator to view on-hand quantities for that locator only. Locator: If under locator control. Revision: Display the on-hand quantity for each revision of the item or a specific revision. supply chain available to promise. Revision: If the item is under revision quantity control enter a value to view on-hand quantities for that revision only. Lot: If the item is under lot control. you can view the on–hand quantities for an item in a single organization or across all organizations. enter search criteria for the following fields: • • • • • • Item: Enter an item whose quantities you want to view. reservations. enter a lot number to view on-hand quantities for that lot only. supply/demand.On-Hand Availability • • Oracle Inventory provides a variety of windows to view on–hand quantities. available to promise. Availability > On-Hand Quantity Navigation: Choose from the List of Values. Your function security determines whether you have the ability to look across multiple organizations On-Hand. Subinventory: Enter a subinventory to view on-hand quantities in that subinventory only. and capable to promise information.ORACLE INVENTORY TRAINING Day 5 Pre Lunch Session 40.doc Page 99 of 145 . Depending on the function security assigned to your responsibility. Step 2: Select how you want to display the information: Item: Display the on-hand quantity by item. the desired Inventory organisation Screen: Find On-Hand Quantities (M1) Step 1: To narrow the focus of the information you want to view. Quantity: Enter a range of quantities to limit the search. 51698283.

doc Page 100 of 145 . The report is sorted by inventory item for all of the organizations. If you have revision control items. The report has no limitations on the number of organizations you can enter.ORACLE INVENTORY TRAINING Subinventory: Display the on-hand quantity for the item in each subinventory or a specific subinventory in which it is located. or you can specify a range of items Navigation: Screen: Inventory > On-Hand. Step 3: Choose the Find button to start the search. Availability > Multi-Organization Quantity Run Multi-Organization Quantity Report Region Include Field Revision Detail Non-Nettable Subinventories Expense Sub Inventories In-Transit Quantities Cost Detail Values Check Check Check Check Check the the the the the box box box box box 51698283. Detailed: Display the on-hand quantity for the item in each subinventory and locator or a specific subinventory and locator in which it is located. Requesting the Multi-Organization Quantity Report Use the Multiple Organization Inventory Report to show the inventory quantity on hand for items in more than one organization. You can include quantities that are in transit. The information displays in a detail folder window corresponding to the quantity type and display options you select. You can run the report for all items. you can report on the revision quantities individually (for each revision) or summed for the item.

View the report ran above using the below Navigation. Navigation: View (M) > Requests > Find Requests > Find Allow program to complete Successfully. For example.ORACLE INVENTORY TRAINING Region Items Low High TXX-10001001 TXX-10001013 Click on OK 10 Choose “M1” Defaults 20 Choose “M2” Defaults Click on Run Button to submit the report. you might define classes High. 41.doc Page 101 of 145 . and later assign your items of highest rank to the High Field Format Values Use Default Organizations Seq Code Name Seq Code Name 51698283.ABC Analysis Step1: Defining ABC Classes You use ABC classes to identify the value groupings to which your items belong. Medium. You define these classes using your own terminology. Low. Click on View output button and review.

the scope of your analysis. You choose the compilation criterion. based on your compilation criterion.ORACLE INVENTORY TRAINING class. Navigation: Screen: Inventory > ABC Codes > ABC Compiles ABC Compiles (M1) 51698283. Step2: Defining and Running an ABC Compile You can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization. the cost type to use in determining item values. those of lower rank to the Medium class. When you use ABC classes in this way. you perform an ABC analysis and assign items to classes based on the results of that analysis. You can add to the list of classes you have already defined Attention: You must assign an ABC class to at least one ABC group. The combination of all these parameters constitutes an ABC compile header. and any additional information that may be conditionally necessary. identified by the ABC compile name. and those of lowest rank to the Low class. You can use ABC classes to group items for a cycle count where you count "A" items more frequently than "B" items. You use this name to identify any activity pertaining to this ABC analysis. Navigation: Screen: Inventory > ABC Codes > ABC Classes ABC Classes (M1) DO NOT TYPE OVER EXISTING DATA! Click on New icon Class name Enter “TXX-Class A” Enter “TXX-Class B” Enter “TXX-Class C” Description Most Important Items Medium Importance Items Lower Importance Items Inactive On Click on Save icon and Close the Window.doc Page 102 of 145 .

Oracle Inventory uses the compile criterion to value the items you include in your ABC compile. 8. 5. Select the valuation scope for determining the ranking of items. Determine the scope of the analysis by selecting the content level for items to include in the compile. use non-asset (expense) subinventories for which you track quantities. Oracle Inventory includes all items defined for your current organization in the ABC compile. 2. Oracle Inventory ranks all the items in your ABC compile. Current on-hand value. You can select a value here only if you selected Current on-hand quantity. Enter a cost type. or MRP demand usage value in the Criterion field. 3. You can. 51698283. Ranking must be done at the Organization level if you did not select a subinventory in the Content Scope field. the cost type is used for reporting purposes only. Enter a unique name for the ABC compile. MRP demand usage quantity. Navigate to the ABC Compiles folder window and choose New. Select an MRP plan name. The Define ABC Compile window appears. Select an MRP forecast name.ORACLE INVENTORY TRAINING 1. Forecasted usage value. If you are compiling by quantity criterion. even those with zero cost or zero quantity. If you use the entire organization. select Organization. Forecasted usage quantity. Attention: You cannot compile an ABC analysis for a subinventory that is defined as a non-quantity tracked subinventory. If you use a particular subinventory. however. 7. 6. 4. Select the compile criterion or method of ranking items in the ABC compile. You can select a value here only if you selected Forecasted usage quantity or Forecasted usage value in the Criterion field. After determining each item's compile value. If you only want to include items in a subinventory but you want the ranking to be done based on the organization wide ranking. Oracle Inventory includes all items for which you have defined an item/subinventory relationship.doc Page 103 of 145 .

Click on New button.ORACLE INVENTORY TRAINING You can enter a value here only if you enter MRP demand usage quantity or MRP demand usage value in the Criterion field. 9. Region Field Compile Name Description Organization Subinventory Organization Subinventory Criterion Cost Type To run an ABC compile Values Enter “TXX-Compile” TXX-Compile Check the Box Choose “Stores” Check the Box Choose “Current on hand quantity” Defaults to ‘Frozen” Click on Save icon Click on Compile button This submits a request to run the compile program Content Scope Valuation Scope Compile Specification 51698283. Enter a start (from) date.doc Page 104 of 145 . 10. Enter an end (to) date. You must enter a value in this field if you choose an option other than Current on-hand quantity or Current on-hand value in the Criterion field. You must enter a value in this field if you choose an option other than Current on-hand quantity or Current on-hand value in the Criterion field.

Query by Example and Select Enter Enter Compile name: TXX-Compile Go To View Menu.doc Page 105 of 145 . Navigation: Screen: Click on New icon Group Name Enter “TXX-AG-M1Current-OH Qty” Compile Name Choose from LOV “TXX-Compile” Sub Inventory Stores defaults Valuation Scope Restricted to subinventory defaults Inventory > ABC Codes > ABC Assignment Groups ABC Assignment Groups (M1) 51698283. Query by Example and Select Run TXX-Compile window appears Go To Tools Menu. You assign items to ABC classes within a particular group.ORACLE INVENTORY TRAINING Step3: To view ABC Compile results: Navigation: Choose Open Button Screen: Define ABC Compile (M1) Inventory > ABC Codes > ABC Compiles Go To View Menu. View Compile Step4: Defining ABC Assignment Groups ABC assignment groups associate ABC classes with an ABC compile. This allows you to assign items to different ABC classes in different groups.

ORACLE INVENTORY TRAINING Click on Save icon Choose “Group Classes” Button Step 5: To enter classes to use with an ABC group: The ABC Group Class Assignments window appears. Concurrent Program runs. From the ABC Descending Value Report you determine the cutoff points for assigning ABC classes.doc Page 106 of 145 . Priority 1 2 3 Class Name Choose “TXX-Class A” Choose “TXX-Class B” Choose “TXX-Class C” Description Most Important Items Defaults Medium Importance Items Lower Importance Items Click on Save icon Click on “Assign Items” Button Step 6: Defining ABC Item Assignments You can assign and update ABC classes to an ABC assignment group where an ABC compile was also entered. 51698283. You can then use the classifications for other purposes such as determining how often you cycle count a given item. Screen: Assign ABC Items (M1) Class TXX-Class A (defaults) TXX-Class B (defaults) TXX-Class C (defaults) Seq Enter “10” Enter “30” Defaults to last Item number Remarks Rest of the fields defaults after entering Seq Rest of the fields defaults after entering Seq Rest of the fields defaults after entering Seq Click on Save icon Click on “Assign” Button.

This maximum value is restricted to the total inventory value compiled and is displayed in the Total Compile Value field. Specify the cutoff point for each ABC class. and all items in the ABC compile must be assigned to an ABC class. Oracle Inventory displays the last sequence number as the default for the last class. You can use any of the following fields to determine the cutoff points: Seq: You can enter the sequence number from the ABC Descending Value Report for the last item to be included in each ABC class. Oracle Inventory automatically calculates this value if you choose to assign classes by another method. % Value: You can enter the percent of total compile value from the ABC Descending Value Report to include in each class.doc Page 107 of 145 . Oracle Inventory displays the total inventory value as the default for the last class. Each ABC class must have at least one item assigned to it. 3. If you navigate from the ABC Assignment Groups window this field is already entered The Compile Name. Navigate to the Assign ABC Items window. Inventory Value: You can enter the cumulative value from the ABC Descending Value Report for the last item to include in each ABC class.ORACLE INVENTORY TRAINING Class Seq Remarks Observe the following documentation on defining ABC assignments: 1. Oracle Inventory automatically calculates the maximum value. and Total Compile Value fields display information for the compile used by the ABC Group. Oracle Inventory automatically calculates this value if you choose to assign classes by another method. Number of Items. Subinventory. Oracle Inventory automatically calculates this value if you choose to assign classes by another method. or navigate to the ABC Assignment Groups window and choose the Assign Items button. 2. Enter the ABC group for which to assign items to classes. % Items: You can enter the percent of number of items compiled from the ABC Descending Value Report to include in each class. 51698283.

Prerequisites Define ABC classes. you may only assign items using the sequence number or item percent. For example. You can define and maintain an unlimited number of cycle counts in Oracle Inventory. the cycle counting process starts with assigning an ABC value to each item. You want to count A class items more often than C class items. In the Oracle Inventory application. Before creating a cycle count.ORACLE INVENTORY TRAINING Attention: It is possible to have several items in the ABC compile with zero value. you need to generate ABC codes and assign items to these ABC codes. When determining cycle count classes based on ABC analysis. identified by the cycle count name.Cycle Count Cycle counting is a process used to periodically count selected items in the inventory to make sure that the actual inventory balances agree with the computer records. Also. This eliminates the need for an annual physical inventory. for items that you intend to cycle count. the Item attribute “Cycle Count Enabled” must be set to “Yes” Defining and maintaining a Cycle Count A combination of parameters constitutes a cycle count header. If any item with zero value is in a class other than the last class. though some companies do both. you can define separate cycle counts representing different sets of Subinventories in your warehouse. 51698283.doc Page 108 of 145 . Choose the Assign button to launch the concurrent request to assign the items to the classes in the ABC group. 42. By setting up a cycle counting program. 4. you can count practically all items in the inventory over a period of 12 months. you must compile an ABC analysis and assign your compiled items' ABC classes. You use this name to identify any activity pertaining to this cycle count. Define your workday calendar. Then you select the frequency of counts per year for each category of items.

Select “Specific” Enter “Stores” Check the Box Enter 1 Count Controls Inactive On Late Days Starting Seq Unscheduled Entries Display System Qty” Count Sub Inventories SubInventory Automatic Recounts Maximum 51698283. Check the Box. Screen: Cycle Counts (M1) Region Fields Name Description Calendar Adjustment Account Values TXX-Cycle Count TXX-Cycle Count Vision01 (Use the default for training purposes) 01-580-7740-0000-000 Stay on Scope and Control Tab Leave it Blank Enter “1” Enter “1” Check the Box.ORACLE INVENTORY TRAINING Items that you intend to cycle count. the Item attribute “Cycle Count Enabled” must be set to “Yes” Step1: To define a new cycle count: Navigation: Inventory > Counting > Cycle Counting > Cycle Counts Choose (M1) Organization Screen: Cycle Counts Summary (M1) Choose New to open the Cycle Counts window.doc Page 109 of 145 .

ORACLE INVENTORY TRAINING
Region Fields Values Click on Serial and Schedule Tab Serial Control Option Count Detail Adjustment Discrepancy Auto Schedule Frequency Next Date Choose “Daily”. Available values are Daily, weekly, Period Choose date from the calendar. Click on Adjustments and ABC Tab Choose “If out of Tolerance” from LOV Enter +10 and –10 %age Choose “TXX-AG-M1-Current-OH Qty” from LOV Click on Save icon Choose the Classes button Cycle Count Classes (M1) window opens Choose “TXX-Class A” from LOV 6 Click on the next line Choose “TXX-Class B” from LOV 4 Click on the next line Choose “TXX-Class C” from LOV 2 Close the Cycle Count Classes window Click on Items Button Use the default “Not Allowed”

Approval

Required Tolerances Qty Variances Group

ABC Initialization

Classes

Name Counts per Year Name Counts per Year Name Counts per Year

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Region Items Fields Class Name Item Class Name Item Class Name Item Values Cycle Count Items (M1) window opens Choose TXX-Class A Choose 3 to 4 Items from LOV Items belonging to TXX-Class A. Items can be picked from ABC Compile report Choose TXX-Class B Choose 3 to 4 Items from LOV Items belonging to TXX-Class B. Items can be picked from ABC Compile report Choose TXX-Class C Choose 3 to 4 Items from LOV Items belonging to TXX-Class C. Items can be picked from ABC Compile report Click on Save icon Close the Cycle Count Items (M1) window. Stay on Cycle Counts (M1) Window Click on the Tools Menu and choose Cycle Count scheduler Select the Include Control Group Items box and Click on OK Button. You will see a message notifying a concurrent program has been kicked off. Click on OK.

Cycle Count Scheduler Parameters window opens

Manual Schedule Requests Note: This is an optional Step. Use this process to count any items associated with a cycle count at any time. For example, you may suspect the system quantity of an item is incorrect. Even if this is not the automatically scheduled time to count the item, you can still count it using a manual schedule request. All qualifiers are optional. You can enter a combination of qualifiers to perform the manual scheduling. Navigation: Screen: Inventory > Counting > Cycle Counting > Manual Requests. Manual Schedule Requests window:

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Region

Fields Cycle Count Name Description Item Revision Subinventory Locator Lot Schedule Date Zero Count

Schedule Requests

Values TXX-Cycle Count TXX-Cycle Count (Defaults) Click on Find Button Enter the item(s) to be counted. Enter if required Enter the Subinventory of the item “Stores” Enter the locator of the item if required Enter the lot of the item if required Enter the date of the count. The date must be today or greater Check to count even if the system quantity is zero Click on Save icon Close the Manual Schedule Requests window

Step2: Generating a Cycle Count Request and Printing the Count listing Navigation: Screen: Inventory > Counting > Cycle Counting > Cycle Counts Cycle Count window:

Query the Cycle Count Name “TXX-Cycle Count” and click on Open Button Go To Tools Menu Select Perform Full Cycle Count. It will kick off a concurrent request. Enter the below parameters for the requests. Choose the Cycle Count name as TXX-Cycle Count for the request “Generate automatic schedule requests” Choose the Cycle Count name as TXX-Cycle Count for the request “Generate cycle count requests” Select the Cycle Count Listing Report. Cycle Count Listing Parameters window opens. Select the Start and End dates. Choose Stores as Sub Inventory. Check the Box for Display on Hand Quantities.

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doc Page 113 of 145 . Submit a request. Will display the current date and time Smith.ORACLE INVENTORY TRAINING Select the Submit Request button to run the cycle. It kicks off a Concurrent Request. Mr. Click on OK Step3: Enter Cycle Counts Navigation: Screen: Region Inventory > Counting > Cycle Counting > Cycle Count Entries Cycle Count Entries (M1) window: Fields Cycle Count Name Description Values Enter “TXX-Cycle Count” and Tab TXX-Cycle Count (Defaults) Click on Find Button and a Decision window will open Select the Yes button to find all open count requests and the Cycle Count Entries window will reopen. Jonathan “Defaults” In Actual Scenario: Enter the name of the person who conducted the count 01-580-7740-0000-000 Will display the count sequence in order of value Is checked if this is a new count request Will display the item number to be counted Will display the revision of the item if applicable Displays the subinventory if applicable Displays the locator code Displays the lot number Displays the serial number Displays the primary unit of measure for the item Enter the quantity that you counted for your item Count Defaults section Date Counted By Adjustment Account Count Tab Count Seq New Count Item Rev Subinventory Locator Lot Serial Number UOM Quantity In the Count Reference tab: 51698283.

ORACLE INVENTORY TRAINING Region Fields Count Seq New Count Item Reason Reference Counted By Count Date Values Remains the count sequence Remains checked if this is a new request Displays the item counted Optional .Enter a reason for the count if desired Optional . the system will generate a recount request if recounts are turned on in the cycle count. If the cycle count calls for approvals and the discrepancy is outside the adjustment tolerance. If there is a discrepancy. the person authorized to do approvals must have access to the Count Adjustments Approvals Summary window. Click on OK Step3: Approve Cycle Counts This section explains the approval process for cycle count adjustments that Oracle Inventory submits for approval. or submit the count for approval. the system checks the item’s Measurement Error values (an item attribute). If recounts are turned on and the maximum number of recounts has been reached. When Cycle Counts require approval. Those without approval authority must not have access to this window. the adjustment is submitted for approval. At the time a count is entered. the system checks the approval options and adjustment tolerances defined in the Cycle Count.Enter a reference Will default to the Counted By default entered in the Count Defaults section. If the discrepancy is outside the measurement error. This can be changed here though. the system will compare the count quantity with the on-hand balance quantity. Navigation: Inventory > Counting > Cycle Counting > Approve Counts 51698283.doc Page 114 of 145 . Will default to the Date entered in the Count Defaults section Click on Save Icon Note: Adjustments Processed Pops up.

and there is no further processing of this count. You can use this window to view and enter approval and adjustment information for the current line. Save your work. To approve the count for the current item. select Approved. An adjustment is not posted and a recount request is processed. To reject a count. This window displays count and variance information for the current. To request a recount. The adjustments will post to the transaction manager for processing. select Recount. Jonathan “Defaults” In Actual Scenario: Enter the name of the person who Approves the count 01-580-7740-0000-000 In the Adjustments section: To approve a count.doc Page 115 of 145 . select the Open button. An adjustment is not posted. To display count history information for the current item. Mr. select the Count History button. and first counts. prior. select Rejected.ORACLE INVENTORY TRAINING Screen: Count Adjustment Approvals Summary window Region Fields Cycle Count Name Description Approval Defaults section Date Approver Adjustment Account Values Enter “TXX-Cycle Count” and Tab TXX-Cycle Count (Defaults) Click on Find Button and a Decision window will open Select the No button to find all count requests wh8ich requires approval. Will display the current date and time Smith. 51698283.

ORACLE INVENTORY TRAINING 51698283.doc Page 116 of 145 .

Deltas between the snapshot quantity and the counted quantity will generate adjustment transactions.Physical inventory Physical inventory is a process to count all items in selected subinventories or all subinventories for an organization. The physical inventory process takes a snapshot of the on-hand balances. Subinventories must be defined as “Quantity Tracked” to be included in a physical inventory.doc Page 117 of 145 . material movement transactions may continue. A physical inventory may be defined for a single subinventory. selected subinventories. Scenario: Place five items into your subinventory to use for a physical inventory.ORACLE INVENTORY TRAINING Day 5 Post Lunch Session 43. The physical count is compared to a snapshot or frozen on-hand balance quantity. or an entire inventory organization. Physical inventory counts are generally performed at the end of a fiscal year. A physical inventory assumes that all on-hand balances within the scope of the physical inventory will be counted. Counts are recorded against the tag number and compared to the snapshot quantity. Step1: Perform Miscellaneous transactions for five items into Subinventory TXX-STORES to use for a physical inventory in M1 Organization Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transactions (M1) Fields Date Type Source Values (Take the default) Account Alias Receipt INVENTORY ADJ Click on Transaction Lines Button 51698283. but should be limited and controlled if an accurate count is to be assured. When a count is being performed. so material movements should not be done from the time the snapshot is taken until the count is completed. and generates tags for all items with an on-hand balance. although you may create a physical inventory and perform a count at any time.

doc Page 118 of 145 . Account Alias Receipt (M1) screen Appears Item Subinventory Lot Quantity UOM Reason Item Subinventory Lot Quantity UOM Item Subinventory Lot Quantity UOM Reason Item Subinventory Lot Quantity UOM Reason Item Values CM13375 TXX-STORES 125 (Take the default) Setup Press the down arrow key CM13139 TXX-STORES 72 (Take the default) Press the down arrow key AS54888 TXX-STORES 87 (Take the default) Setup Press the down arrow key AS18947 TXX-STORES 112 (Take the default) Setup Press the down arrow key AS72111 51698283.ORACLE INVENTORY TRAINING Fields Note: Enter all items before saving.

doc Page 119 of 145 .ORACLE INVENTORY TRAINING Fields Subinventory Lot Quantity UOM Reason Values TXX-STORES 90 (Take the default) Setup Click on the Save icon Close the Windows Step2: Define Physical Inventory and make an Inventory Snapshot. Use the Physical Inventories window to: Setup a physical inventory definition for your subinventory. Navigation: Screen: Region Define Physical Screen Appears Inventory Name Description Date Approvals Required Quantity Value Specific Subinventory TXX-PHYS TXX Physical Inventory (Take the default) Tab to the Approval Area Select: If Out of Tolerance +10% and -10% +10% and -10% Tab to the Count Subinventories Area Check the Box TXX-STORES Inventory > Counting > Physical Inventory > Physical Inventories Physical Inventories Summary (M1) Fields Values Click on New Button Count Subinventories 51698283.

Navigation: Screen: Region Inventory > Inventory Counting > Physical Inventory > Tag Generation Generate Physical Inventory Tags (M1) Fields Name Description Date Tag Type Show Serial on Tags Starting Tag Digit Increments Ending Tag Number of Tags Values TXX-PHYS TXX Physical Inventory (Take the default) Select Default Leave Checked Tab to the Tags Area TXX001 000111 (Defaults) System calculated System calculated Click on Generate button Tags 51698283. Use the Tag Generation window to: definition.ORACLE INVENTORY TRAINING Region Fields Allow Dynamic Tags Values Uncheck the Box Click on Snapshot button • • • • • • • • Record the concurrent request # ___________________ Click OK Close the Define Physical Inventory screen Close the Physical Inventory Summary screen Go to the View menu and select Requests Click on the Find button in the Find Requests screen Verify your concurrent request completes normally Close the Requests screen Generate default tags for your physical inventory Step3: Generate Tags.doc Page 120 of 145 .

AS54888 AS18947 CM13375 CM13139 AS72111 Step4: Approve the Adjustments. Navigation: Screen: Region Inventory > Inventory Counting > Physical Inventory > Tag Counts Physical Inventory Tag Counts (M1) Fields Name Values TXX-PHYS Click on the Find button Click on Yes on Decision Box Use arrow keys to move from line to line and enter a count for each item 100 111 125 60 90 Click on the Save icon Close the window. Navigation: Screen: Inventory > Inventory Counting > Physical Inventory > Approve Adjustments Approve Physical Adjustment Summary (M1) 51698283. Use the Approve Physical Adjustments Summary window to: Approve all the adjustments.ORACLE INVENTORY TRAINING • Record the concurrent request # ___________________ Click OK Close the Generate Tags screen Go to the View menu and select Requests Verify your concurrent request completes normally and close the window.doc Page 121 of 145 . • • • • Step3: Enter Counts Use the Tag Counts window to: Enter tag counts using the default tags.

doc Page 122 of 145 . Navigation: Screen: Inventory > Inventory Counting > Physical Inventory > Physical Inventories Physical Inventory Summary (M1) Fields Values Click on the line which lists your Physical Inventory TXX-PHYS Go to the Tools Menu and select: Launch Adjustments The Launch Adjustments screen will open Adjustment Account 01-000-5250-0000-000 Click on the Launch Adjustments button • • Record the concurrent request # ___________________ Click OK 51698283. Step5: Launch the Adjustments Program Use the Physical Inventories Summary window to: Adjust the physical inventory quantities.ORACLE INVENTORY TRAINING Region Fields Name Values TXX-PHYS Click on the Find button Click No on Decision Box Click on the Approve All button Click on the Save icon Close the window.

ORACLE INVENTORY TRAINING • • • Close the Physical Inventory Summary screen Go to the View menu and select Requests Verify your concurrent request completes normally and close the window. Select the report name: Physical Inventory Accuracy Analysis. Close the report output window and the requests screen.doc Page 123 of 145 . Verify your concurrent request completes normally . Click on the View Output button to review the report. Go to the View menu and select Requests. Step6: Physical Inventory Report. Enter the name of your physical inventory definition “TXX-PHYS” Click on OK and then Submit. Step7: Purge Physical Inventory Use the Physical Inventories window to: Run the physical inventory purge program Navigation: Screen: Inventory > Counting > Physical Inventory > Physical Inventories Physical Inventories Summary (M1) TXX-PHYS • • Click on the line which lists your Physical Inventory Click on Open Button to verify that the Adjustment Posted box is checked 51698283. Record the concurrent request # ___________________ Click on No. Use the Request Window to: Run the Physical Inventory Accuracy Analysis report Navigation: • Inventory > Reports > ABC and Counting • • • • • • • • • • Select Single Request in the dialog box and click OK. Click on the line which lists your request.

Navigate to the Item Forecast Rules window. Press [CTRL] + [F11] to execute the query. enter Season%. The Forecast Rules window opens. Navigation: Inventory > Setup > Rules > Forecast 2. exit the Forecast Rules window and return to the Oracle Inventory navigator. When you finish this practice. and then click the OK button. Press [F11] to enter query mode.doc Page 124 of 145 .Viewing Forecast rules & Forecasts Guided Practice 1 . Reopen the Physical Inventories Summary screen to verify the purge has removed your definition “TXX-PHYS”. Verify your concurrent request completes normally and close the window.ORACLE INVENTORY TRAINING • Go to the Tools Menu and select: Perform Purge The Perform Purge screen will open Select: All in the dialog box. Go to the View menu and select Requests. Forecast rules for a seasonal forecast appear. Record the concurrent request # __________________. Click OK. Close the Physical Inventory Summary screen. In the Rule field. 4. 51698283. The Organizations list of values appears. 3. 44.Viewing Forecast Rules Purpose: In this practice you navigate to the Forecast Rules window to view the rules set up for a seasonal forecast. Select the M1 organization from the list of values. Click on the Purge button. 1.

doc Page 125 of 145 . you access the Forecast Bucketed Entries window to view your results. Navigate to the Item Forecast Entries window. View the various details about the forecast. 2. Guided Practice 2 . 4. 5. 3.Setting up Manual Forecast In this practice. In the Forecast Set field. 1. Press [F11] to enter query mode. enter FS%.Viewing Forecasts Purpose: In this practice you navigate to the Item Forecast Entries window to view a forecast. When you finish this practice. you will use the Forecast Sets and Forecast Entries windows to set up a manual forecast. Press [CTRL] + [F11] to execute the query. 45. Step1: Create an Item TXX10001014 Navigation: Items > Item Master Screen: Master Item Enter the Following: 51698283. View the various details about the forecast. After you set it up. exit the Forecast Forecast Entries window and return to the Oracle Inventory navigator. Navigation: Inventory > Planning > Forecasts > View Entries The Forecast Entries window opens.ORACLE INVENTORY TRAINING 5.

ORACLE INVENTORY TRAINING Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001014 Purchased Item Forecast and Reorder Planned Item Select the Following: Template Press Screen: (B) Done Master Items Purchased Item Enter the Following: Region Main Field Name Use Item Type Item Status Conversions .Both Purchasing General Planning Inventory Planning Method Planner Minimum Order Qty Ordering Cost Carrying Cost %age Lead Times Choose “Re-Order Point” Enter “J.doc Page 126 of 145 . Smith” 35 45 12 List Price Values Purchased Item Active Yes 10 51698283.

ORACLE INVENTORY TRAINING
Region Field Name Processing Lead times Values 5

Save your work. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001014 to M1, M2 and TXX Organization Click on Save icon

Step2: Setting Up a Manual Forecast Navigation: Screen: Region Inventory > Planning > Forecasts > Sets Forecasts Sets (M1) Field Name Forecast Set Description Bucket type Forecast Description Values TXX-FCSET TXX-Forecast Set Choose “Weeks” Leave rest of the fields as Defaults TXX-FCNAME TXX-Forecast Name Click on Save icon Click on Forecast Items Button

Forecast Lines

Forecast Opens

Items

(M1) Item TXX-10001014 Rest of the fields defaults from item Master

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Region Forecast entries Screen opens (M1) Date End Date Enter a start date that is greater than today Enter an end date that is approximately 6 weeks from the start date Close the window Click on Bucketed detail Review and verify your forecast Field Name Values Click on Detail Button

Forecasted Bucketed entries screen opens Close all the Forecast windows.

46.Re Order Point Planning • • • • You can perform-reorder point planning for the entire organization. You can use Reorder-point planning for items under independent demand. You can specify Reorder-point planning as the inventory planning method when you define an item. You can use Reorder-point planning for items that you do not need to control very tightly and that are not very expensive to carry in inventory.

Purpose: In this practice, you will use the item defined earlier in Forecast session “TXX-10001014´to perform Reorder-point planning for that item. You will also run and view the Reorder-point planning report. Step1: Enter safety stock for the item [TXX-10001014] Navigation: Screen: Inventory > Planning > Safety Stocks Find Item Safety Stocks (M1)

Click the New button

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Tab through the default item field and navigate to the Item field. Enter the following information:

Item Effective date Quantity

TXX-10001014 Choose Today’s date (example: 01-JAN-2000) 50

Click on the Save icon Step2: Request the Reorder Point Planning report Navigation: Screen: Inventory > Planning > Reorder Point Planning Parameters window for the Reorder Point Planning report opens

Enter the following parameters: Parameters 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 “TXX-FCNAME” Accept all other defaults Click the OK button to return to the Reorder Point Planning submit requests window. Click the Submit button to submit the Reorder Point Planning report. Write down your request number____________________ Click the No button when prompted to enter another request. Select (M) View > Requests to view your report. Click on View Output

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Step1: Create a Min Max Planned Item Navigation: Screen: Items > Item Master Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001015 Purchased Item Min Max Planned Item Select the Following: Template Press Screen: (B) Done Master Items Purchased Item 51698283. You can perform Min-max planning for the entire organization. Because you specify the minimum and maximum inventory levels.Min Max Planning • • • • You can use Min-max planning for items with independent demand.doc Page 130 of 145 . you can use Min-max planning for those items that you want to tightly control. You can perform Min-Max planning for a specific subinventory.ORACLE INVENTORY TRAINING How many of this item should you reorder?________________ 47.

Both Purchasing General Planning Inventory Planning Method Planner Min Max Qty Minimum Min Max Qty Maximum Minimum Order Qty Maximum Order Qty Lead Times Processing Lead times 5 Choose “Min-Max” Enter “J.doc Page 131 of 145 . Smith” 500 3000 500 1000 List Price Values Purchased Item Active Yes 10 Save your work.ORACLE INVENTORY TRAINING Enter the Following: Region Main Field Name Use Item Type Item Status Conversions . (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001015 to M1. M2 and TXX Organization Click on Save icon 51698283.

ORACLE INVENTORY TRAINING Step2: Enter Min Max attributes in Subinventory for the Min Max Planned Item In this practice. you run your Min-Max report by subinventory. not subinventory planning. Step3: Run Min Max planning report at Sub Inventory level “FGI Sub Inventory” 51698283. or special item/subinventory. so you need to enter the min-max quantities for the item/subinventory combination. Navigation: Screen: Inventory > Setup > Organizations > Subinventories Subinventories Summary (M1) Select the FGI subinventory Region Item Subinventories Screen displays Item Description Min Max Planning Min Qty Max Qty Order Qty Minimum Order Qty Maximum Processing Field Name Values Click on Item / Subinventory Button Stay on Planning Tab Click on New icon Enter TXX-10001015 Defaults Check the Box 300 900 Click on Order Modifiers Tab 250 600 Click on Lead times Tab 5 Click on Save icon Close the windows. Note: These general planning attributes affect organization-level planning.doc Page 132 of 145 .

51698283. Select (M) View > Requests to view your report.doc Page 133 of 145 .Replenishment Planning Recall that replenishment counting is a method of ordering items for nontracked subinventories. Click the OK button to return to the Min Maxa Planning submit requests window. You can perform counts for the nontracked subinventories and then have Oracle Inventory check these counts against the minimum quantities that you have specified. Click on View Output How many of this item should you Order?________________ 48. Write down your request number____________________ Click the No button when prompted to enter another request.ORACLE INVENTORY TRAINING Navigation: Screen: Inventory > Planning > Min Max Planning Min Max Planning Parameters Choose the parameters as below: Planning level: Subinventory: Item Selection: Items From: Low High FGI Subinventory Items under minimum quantity (Defaults) TXX-10001015 (Tab) TXX-10001015 (Defaults) Click on OK Leave rest of the fields with defaults. Oracle Inventory creates requisitions that are based on the sourcing options that you specify for each item. Click the Submit button to submit the Min Max Planning report.

you can order the min-max maximum quantity. which are already defined in Organization M1. you must specify subinventory-level min-max planning for the item. 1.ORACLE INVENTORY TRAINING Specifying Min-Max Planning To enter replenishment counts for an item. you can enter an on-hand quantity. In another replenishment count entry method designed only for non-tracked subinventories. Quantity Tracked Subinventory: FGI 2. You use the following windows to set up and process Subinventories for which you want to enter replenishment counts: • • • • • • Subinventories Item Subinventories Replenishment Count Headers Replenishment Count Lines Process Replenishment Counts Purge Replenishment Counts Step1: Subinventories Lets choose two sub inventories for our training purposes. after which Oracle Inventory performs min-max calculations. In one replenishment count entry method. Non Quantity tracked Subinventory: Consumable Step2: Define Item for Replenishment counting Navigation: Screen: Items > Item Master Master Item Enter the Following: 51698283. Entering Subinventory-Level Min-Max Minimum and Maximum Quantities You can use the Min-max method to replenish subinventories.doc Page 134 of 145 .

Jonathan 51698283. Mr. Smith” 500 3000 500 1000 List Price Default Buyer Values Purchased Item Active Yes 10 Smith.ORACLE INVENTORY TRAINING Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001016 Purchased Item Replenishment counting Select the Following: Template Press Screen: (B) Done Master Items Purchased Item Enter the Following: Region Main Field Name Use Item Type Item Status Conversions .doc Page 135 of 145 .Both Purchasing General Planning Inventory Planning Method Planner Min Max Qty Minimum Min Max Qty Maximum Minimum Order Qty Maximum Order Qty Choose “Min-Max” Enter “J.

Step3: Enter Min Max attributes in Subinventories for the Replenishment Counting Item 1. M2 and TXX Organization Click on Save icon and Stay on Organization assignment screen itself. Quantity Tracked Subinventory: FGI 2.doc Page 136 of 145 . (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001016 to M1.ORACLE INVENTORY TRAINING Region Costing Field Name Inventory Asset Value Costing enabled Include in Roll up Values Un Check the Box Un Check the Box Un Check the Box Lead Times Processing Lead times 5 Save your work. Non Quantity tracked Subinventory: Consumable Navigation: Screen: Stay on M1 Org line and Click on Organization Attributes Button Organization Item (M1) opens Click on Tools Menu and Select Item / Subinventories Screen: Item Subinventories (M1) Opens 51698283.

doc Page 137 of 145 .ORACLE INVENTORY TRAINING Region Item Subinventories Screen displays Qty Tracked Subinventory FGI Subinventory Description Min Max Planning Min Qty Max Qty Order Qty Minimum Order Qty Maximum Processing Field Name Values Stay on Planning Tab FGI Defaults Check the Box 300 900 Click on Order Modifiers Tab 250 600 Click on Lead times Tab 5 Click on Save icon Click on the Next Line Consumable Defaults Check the Box Check the Box 100 500 Click on Order Modifiers Tab 100 400 Click on Lead times Tab 5 Click on Save icon Close the Windows. Non Quantity Sub inventory tracked Subinventory Description Min Max Planning Min Max Planning Min Qty Max Qty Order Qty Minimum Order Qty Maximum Processing 51698283.

Use the following navigation path to access the Replenishment Count Header window: Navigation: Screen: Click on New Button Screen: Region Replenishment Count Headers (M1) Field Name Name Subinventory Supply Cut off date Count Date Default Deliver to Status Count Item Count Type Enter TXX-10001016 Choose Order Maximum Click on Save icon Close the Replenishment Count Window Replenishment Count Headers screen Values TXX-FGI-01 FGI Defaults to today’s Date Defaults to today’s date Choose M1.ORACLE INVENTORY TRAINING Step4: Enter Replenishment Counts for the item in Tracked “FGI” Subinventory You can enter counts to replenish Subinventories.doc Page 138 of 145 . Oracle Inventory replenishes Subinventories according to the method that you use to enter counts. Oracle Inventory does not store on-hand quantity information for non-tracked Subinventories.Seattle System Generated “Hold” Cannot be changed Click on Lines button Inventory > Counting > Replenishment Counts > Counts Replenishment Count Headers (M1) Replenishment Lines and stay on 51698283.

ORACLE INVENTORY TRAINING Step5: Processing Replenishment Counts for an item Click on Process and Report Button Concurrent Program kicks off. Step6: Enter Replenishment Counts for the item in Non Tracked “Consumable” Subinventory You can enter counts to replenish Subinventories. Oracle Inventory replenishes Subinventories according to the method that you use to enter counts. Select View Output button Study the Output and observe how much is the Reorder Quantity. Oracle Inventory does not store on-hand quantity information for non-tracked Subinventories. Use the following navigation path to access the Replenishment Count Header window: Navigation: Screen: Click on New Button Screen: Replenishment Count Headers (M1) Inventory > Counting > Replenishment Counts > Counts Replenishment Count Headers (M1) 51698283. Go To View Menu and Select Requests Click on Find Click on Item replenishment count report.doc Page 139 of 145 . Click on OK.

Select View Output button 51698283.Seattle System Generated “Hold” Cannot be changed Click on Lines button Replenishment Lines Enter Count of the Item Enter TXX-10001016 Choose On-Hand Quantity 10 Click on Save icon Close the Replenishment Count Window Replenishment Count Headers screen and stay on Step7: Processing Replenishment Counts for an item Click on Process and Report Button Concurrent Program kicks off. Click on OK.ORACLE INVENTORY TRAINING Region Field Name Name Subinventory Supply Cut off date Count Date Default Deliver to Status Count Item Count Type Quantity Values TXX-Con-01 Consumable Defaults to today’s Date Defaults to today’s date Choose M1. Go To View Menu and Select Requests Click on Find Clicks on Item replenishment count report.doc Page 140 of 145 .

2.doc Page 141 of 145 .ORACLE INVENTORY TRAINING Study the Output and observe how much is the Reorder Quantity. Select the following: Processing: Count Name: Delete Errored Counts: Click on OK Click on Submit Button on requests screen Click on No when asked for submitting another request. Step9: Review Your Replenishment Counts TXX-FGI-01 and TXX-Con-01 in Replenishment Count Headers for Count Header TXX-Con-01 Concurrent processing TXX-Con-01 Yes 51698283. Step8: Purge Your Replenishment Counts TXX-FGI-01 and TXX-Con-01 Navigation: Screen: Inventory > Counting > Replenishment Counts > Purge Purge Replenishment Counts Parameters screen opens for Count Header TXX-FGI-01 Concurrent processing TXX-FGI-01 Yes 1. Select the following: Processing: Count Name: Delete Errored Counts: Click on OK Click on Submit Button on requests screen Click on No when asked for submitting another request.

Dallas Navigation: Screen: Items > Item Master Master Item Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001017 Purchased Item Average Costing Select the Following: Template Press (B) Done Purchased Item 51698283.doc Page 142 of 145 .Average Costing Step1: Define a Purchased Item in M3 (Average Costing Organization) Change Organization to M3. 49.ORACLE INVENTORY TRAINING Navigation: Screen: Click on Find Inventory > Counting > Replenishment Counts > Counts Find Replenishment Count Headers Summary (M1) Observe that Your Replenishment Counts are Purged from the Headers and no longer available.

M2 and TXX Organization Enter Item TXX-10001017 and Click on Find. 51698283.doc Page 143 of 145 .Both Purchasing List Price Default Buyer Values Purchased Item Active Yes 10 Smith. (Ctrl + S) Go to Screen: Assign Item: Click on Save icon Choose ‘M3’ inventory organization. Mr. Jonathan Save your work.ORACLE INVENTORY TRAINING Screen: Master Items Enter the Following: Region Main Field Name Use Item Type Item Status Conversions . Step-2: Note the Item cost Navigation: Screen: Inventory > Costs > Item Costs Find Item / Cost type (M) Tools > Organization Assignment Organization Assignment TXX-10001017 to M3.

Save the record. Step-3: Create Miscellaneous Receipt as follows for the subject item. Navigation: Inventory > Transactions > Miscellaneous Transaction Choose transaction type as ‘Miscellaneous Receipt’. Unit Cost =10 Step-4: Repeat ‘ Miscellaneous Receipt’ transaction for the same Item with the following values. Click Transactions Lines button. Step-3: Verify the Subject Item cost. Navigation: Costs > Item cost > Item code as above > Find. Navigation: Inventory > Transactions > Miscellaneous Transaction Choose transaction type as ‘Miscellaneous Receipt’. Select item code as TXX-10001017 Choose ‘Stores’ Subinventory. Quantity = 10 Unit price = 10 Account = Choose appropriate account.doc Page 144 of 145 . Quantity = 10 51698283. Select item code as TXX-10001017 Choose ‘Stores’ Subinventory. Click Transactions Lines button.ORACLE INVENTORY TRAINING Item cost is ‘0’.

Step-5: Verify the Subject Item cost. Save the record. 51698283. Navigation: Unit Cost =15 Costs > Item costs > Item code as above > Find.doc Page 145 of 145 .ORACLE INVENTORY TRAINING Unit price = 20 Account = Choose appropriate account.

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