This action might not be possible to undo. Are you sure you want to continue?
. Oracle Applications Implementation Wizard If you are implementing more than one Oracle Applications product, you may want to use the Oracle Applications Implementation Wizard to coordinate your setup activities. The Implementation Wizard guides you through the setup steps for the applications you have installed, suggesting a logical sequence that satisfies cross -product implementation dependencies and reduces redundant setup steps. The Wizard also identifies steps that can be completed independently--by several teams working in parallel--to help you manage your implementation process most efficiently. You can use the Implementation Wizard as a resource center to see a graphical overview of setup steps, read online help for a setup activity, and open the appropriate setup window. You can also document your implementation, for further reference and review, by using the Wizard to record comments for each step. Set Up Oracle Applications Technology The setup steps in this chapter tell you how to implement the parts of Oracle Applications specific to Oracle Inventory. The Implementation Wizard guides you through the entire Oracle Applications setup, including system administration. However, if you do not use the Wizard, you need to complete several other setup steps, including:
performing system-wide setup tasks such as configuring concurrent managers and printers managing data security, which includes setting up responsibilities to allow access to a specific set of business data and complete a specific set of transactions, and assigning individual users to one or more of these responsibilities
See Also Implementation Wizard Oracle System Administration Before you set up Oracle Inventory, you should:
Set up an Oracle Applications System Administrator responsibility. See: Setting Up Oracle Applications System Administrator. Set up your Oracle Applications Set of Books. See: Defining Sets of Books.
Step 1 Define Your System Items Flexfield (Required) You must design and configure your System Items Flexfield before you can start defining items. You must indicate how many separate segments your flexfield has, how many characters each segment has, and whether you want to validate the values that you assign to the segments. Once you define the structure of your flexfield and any applicable value sets, you must freeze and compile your flexfield definition. All Oracle Applications products that reference items share the System Items Flexfield and support multiple segment implementations. Therefore, if you have already configured this flexfield while setting up another product, you do not need to perform this step. For this and the following five steps, see: Oracle Inventory Flexfields, Key Flexfield Segments, Key Segment Values, and Value Sets.
Step 5 Define Your Account Aliases Flexfield (Required) If you want to define logical references to frequently used account number combinations and use them as transaction source types. how many characters each segment has. You can then associate these structures with the categories and category sets you define. you need to configure your Item Catalog Group Flexfield. you must freeze and compile your flexfield definition. Compiling the flexfield definition enables the Stock Locators Flexfield pop-up window. You must indicate how many separate segments your flexfield has. You can define multiple structures for your Item Categories Flexfield. how many characters each segment has. each structure corresponding to a different category grouping scheme. Once you define the structure of your flexfield and any applicable value sets. you must still compile the Account Aliases Flexfield because all Oracle Inventory transaction inquiries and reports require a frozen flexfield definition. you must still compile the Sales Orders Flexfield because all Oracle Inventory transaction inquiries and reports require a frozen flexfield definition. and whether you want to validate the values that you assign to the segments. how many characters each segment has. row. You must indicate how many separate segments your flexfield has. you need to configure your Account Aliases Flexfield and define account aliases.Step 2 Define Your Item Categories Flexfield (Required) You must design and configure your Item Categories Flexfield before you can start defining items since all items must be assigned to categories. you must enable at least one segment and compile this flexfield before you can define items. you must freeze and compile your flexfield definition. and whether you want to validate the values that you assign to the segments. Even if you do not implement locator control. You must indicate how many separate segments your flexfield has. However. bin indicators for your items. you need to configure your Stock Locators Flexfield and implement locator control in your organization. and whether you want to validate the values that you assign to the segments. However you do not need to configure the flexfield in a specific way. you must freeze and compile your flexfield de finition. You must indicate how many separate segments your flexfield has. Compiling the flexfield definition enables the Account Aliases Flexfield pop-up window. and whether you want to validate the values that you assign to the segments. Compiling the flexfield definition enables the Item Categories Flexfield pop-up window. Step 6 Define Your Sales Orders Flexfield (Required) If you want to ship items from inventory to meet customer demand as specified in a sales order. you must configure your Sales Orders Flexfield. how many characters each segment has. Step 4 Define Your Stock Locators Flexfield (Required) If you keep track of specific locators such as aisle. and whether you want to validate the values that you assign to the segments. Even if you do not use account aliases. However. Once you define the structure of your flexfield and any applicable value sets. how many characters each segment has. You must indicate how many separate segments your flexfield has. Step 3 Define Your Item Catalog Group Flexfield (Required) If you make entries for your items in a standard industry catalog or want to group your items according to certain descriptive elements. Once you define the structure of your flexfield and any applicable value sets. Compiling the flexfield defnition i enables the Sales Orders Flexfield pop-up window. you must freeze and compile your flexfield definition. you do not need to configure the flexfield in a specific way. you must freeze and compile your flexfield definition. you must still compile the Stock Locato Flexfield because all rs Oracle Inventory transaction and on-hand inquiries and reports require a frozen flexfield definition. Compiling the flexfield definition enables the Item Catalog Group Flexfield pop-up window. . Even if you do not use item cataloging. Once you define the structure of your flexfield and any applicable value sets. Even if you do not ship items against sales orders. regardless of whether you are using Oracle Order Entry. Once you define the structure of your flexfield and any applicable value sets. you do not need to configure the flexfield in a specific way.
distribution centers. receiving. See: Setting Up Site Locations. You may change your current organization at any time with the Change Organization window. Oracle Inventory uses this information as the QuickPick source for employee fields in your application. But when you set up Oracle Inventory for this first time. and branch offices. Step 12 Change Organizations (Required) Normally. Oracle Inventory and Oracle Receivables must be installed before you can define intercompany relations. you must define your workday calendar. no organizations exist. See: Creating an Organization Since Oracle Inventory allows you to implement multiple sets of books with multiple organizations. Organizations describe distinct entities in your company and may include separate manufacturing facilities. You can assign an exception set to denote holidays. Step 9 Define Your Organization Calendar (Required) If you perform inventory forecasting. you can log out and log back in to Oracle Invento and let Inventory choose the first organization for you. If Oracle Payables is not installed. until you define an organization and set parameters. the fields in the AP Invoicing for Selling region are not required. Employee infor ation is used m primarily to record the employees who perform your cycle and physical inventory counts. and employee assignments. However. scheduled maintenance. See:Creating a Workday Calendar. See: Changing Your Organization. you must define the relationship in the Intercompany Relations window. available to promise analysis or cycle counting. Or. Step 8 Define Your Employees (Optional) Enter the names. When you complete defining your calendar. Change to one of the organization you created above. Step 10 Define Your Organizations (Required) Before you use Oracle Inventory. So for the first several setup steps. you are asked to choose an organization from among those you have defined. you need to define one or more organizations. You can assign a unique short code to your organization and use this code to identify the organization with which you want to work. Step 13 Define Your Intercompany Relations If you want intercompany relations between two operating units (typically the Shipping and Selling organizations) in a multi-organization environment. reorder point planning. using the Change Organization window. from this point on in the setup process. billing. addresses. and other personal details of your employees. See: Organization Parameters Window. when you log in to Oracle Inventory. or extended downtime. shipping. Oracle Inventory operates with no specific organization chosen. See: Defining Intercompany Relations. you must specify an organization. all subsequent activity uses this organization as your current organization. Step 11 Define Your Organization Parameters (Required) You must define the control options and account defaults for your organization before you can define items or perform any transactions. Whenever you first access Oracle Inventory. You must also specify the master organization and the costing organization for your organization. you need to specify the set of books to which your organization is tied.Step 7 Define Your Locations (Optional) Define names and addresses for the locations you use within your organization as well as the location you use for the organization itself. warehouses. Oracle Inventory and other Oracle Applications products use locations for requisitions. ry. it is generated automatically. See: Entering a New Person. . you need to identify a specific organization as your current organization.
Before you can receive items. You can override some of the options you define at the item level. When you pick release a sales order. You can then assign these planning entities or planners to items. and item level. Step 15 Define Your Picking Rules (Optional) If you use Oracle Inventory and Oracle Order Entry to ship items to customers against sales orders. moving. Step 17 Define Your Planners (Optional) If you keep track of the names of the parties responsible for planning certain items or groups of items. For example. See: Defining Units of Measure. If you want to transact items in units of measure belonging to classes other than their primary UOM class. You can then override most of the options you define at the supplier. If you use Oracle Purchasing in conjunction with Oracle Inventory. See: Defining Unit of Measure Conversions. You assign a picking rule to an item to define the priorities that Oracle Inventory uses to pick units of that item for a sales order. you need to define planners. you must define available to promise (ATP) rules. See: Defining ATP Rules. Step 16 Define Your ATP Rules (Optional) If you check item availability in the future based on supply and demand information and various accumulation and consumption criteria. you can define conversion rates between unlike units of measure such as boxes and kilograms. and Oracle Inventory converts the transaction quantity to EACH and stores and updates the item quantity accordingly. Step 20 Define Your Unit of Measure Conversions (Optional) You need to define the conversion rates between the base unit of measure and other units of measure within a UOM class if you want to be able to transact an item in units of measure other than its primary unit of measure. In other words. You can now transact item XYZ in LB. UOM classes represent groups of units of measure with similar characteristics. and counting items. Each item that you define in Oracle Inventory must have a primary unit of measure and each transaction you perform in Oracle Inventory must have a unit of measure associated with the transaction quantity. Order Entry submits requests to Oracle Inventory which uses the information you enter here to generate pick lists for sales orders. See: Defining Unit of Measure Classes. you can also use the receiving system for purchase order receipts. See: Defining Picking Rules. you must define picking rules. you must define conversions between the base units of measure in different UOM classes. ATP rules define the options Oracle Inventory uses to calculate the available quantity of an item on a requested date and/or the first date on which a requested quantity of an item first becomes available. Step 19 Define Your Units of Measure (Required) You need to define units of measure for tracking. Oracle Inventory uses this information to convert between units of measure belonging to different UOM classes. you must use the Receipts window to receive items sent to your organization. you can specify that 1 EACH of item XYZ weighs 50 LB where item XYZ has EACH as its primary unit of measure.Step 14 Define Your Receiving Options (Optional) If you perform inter-organization shipments using intransit inventory. such as Volume or Length. storing. Step 21 Define Your Subinventories (Required) . for a specific item. See: Defining Receiving Options. Oracle Inventory uses the base unit of measure to perform conversions between units of measure in each class and between two different UOM classes. you must define the options that govern receipts in your system. purchase order. Oracle Inventory uses these conversions to automatically convert transaction quantities to the primary unit of measure of the item being transacted. See: Defining Planners Step 18 Define Your Unit of Measure Classes (Required) You need to define unit of measure (UOM) classes and the base unit of measure for each class.
you can assign one or more category sets to an item. Oracle Inventory allows updates at the item/organization level for item attributes that you maintain at the item/organization level. Oracle provides the category set Inventory by default. and the value will be the same in every organization that uses the item master. When you define items. your existing categories are assigned to this category set. Oracle Inventory defaults the appropriate category set in all the category set fields in the products that correspond to the functional areas. rubber. You must move each item into. the catgories metal. Category se group your ts categories into functional areas. Item attributes are information about an item. Oracle Inventory will automatically assign items defined for use by a particular functional area to the category set associated with the functional area. Step 25 Define Your Category Set (Required) You need to define category sets to create different category grouping schemes. such as raw material. A status is a set of Yes/No values for the status attributes. and does not allow updates at the item/organization level. Status attributes are flags that exist for each functional area for which you enable an item: stockable. You may only group categories with the same flexfield structure as the category set in a single category set. you can assign exactly one category to an item. (Similar flexfield structures can be grouped. . You can also a create category set such as Priority. Within a category set. You can associate different flexfield structures with each category set. purchasing. you must move each item into or out of a subinventory and locator combination whenever you perform an inventory transaction. or within a subinventory whenever you perform an inventory transaction. such as inventory. in which the item exists. When you upgrade Oracle Inventory from a previous version. See: Defining Categories. item status. purchasable. Step 26 Define Your Default Category Sets (Required) You need to define a default category set for each of the seven predefined functional areas. If you choose the item master level for a particular attribute. and so on. See: Defining Item Attribute Controls. You must define the flexfield structure to be used for each category you define. or freezer compartment. thereby introducing different naming structures for your categories. See: Defining Subinventories. build in WIP. you must define stock locators. asset category. order entry. customer orderable. cost. You may choose the same category set for more than one functional area if you have identical ways of grouping your items across those functional areas. with members like high.You need to define at least one subinventory for each organization. For example. primary unit of measure. Step 23 Define Your Item Attribute Controls (Required) You need to specify the level at which Oracle Inventory maintains each item attribute: the item master level or the item/organization level. A subinventory is a physical or logical grouping of your inventory. and so on. tax code. When you install or upgrade Oracle Inventory. Locators identify physical areas within subinventories where you store items. denoting the level of activity you allow for them. revision control. Step 22 Define Your Stock Locators (Optional) If you implement prespecified locator control in your whole organization or in a particular subinventory. defective material. See:Defining Stock Locators. See: Defining Default Category Sets. medium. out of. and paper might be members of the Inventory category set. list price. The flexfield structure you select for a category will determine how it may be grouped with other categories. and low and use it as your personal item grouping mechanism for a report. Step 24 Define Your Categories (Required) You must define categories to group items that share similar characteristics. Conversely. such as order cost.). See: Defining Category Sets. If you enable locator control. transactable. The number of subinventories that you define depends on the way you structure your organization. Oracle Inventory maintains the value of the attribute in the item master. Step 27 Define Your Statuses (Required) You need to define statuses that you can assign to items. while taxable and non-taxable might be members of the Cost category set. finished goods. lead time. such as rack/bin or aisle/row/bin locations.
and so on. you can use statuses to control the values of or provide default values for the status attributes. Oracle Inventory provides a report that lists all items and their corresponding cross-references. Step 31 Define Your Cross-Reference Types (Optional) If you maintain relationships between your item numbers and other entities such as old item numbers. and carrying cost $25. 18". Oracle Inventory prevents you from deleting items if your data does not meet these conditions. Step 33 Define Your Cost Types (Required) . you must define item delete constraints to supplement the standard item delete conditions. and/or their corresponding supplier part numbers. and invoice enabled. you can define an item catalog group called bicycle. For example. linking your item numbers to their corresponding old part numbers.internal orderable. When you assign an item to an item catalog group. Step 32 Define Your Item Delete Constraints (Optional) If you want to enforce specific business rules and add custom checks that will be performed before Oracle Inventory allows the deletion of an item. For example. See: Defining Item Catalog Groups. See: Defining Item Status Codes. you apply a template that has unit of measure EACH and cycle count enabled YES. you can create a cross-reference type OLD to track the old item numbers. you may want to define item templates that help you avoid duplication of effort. you need to define your own item types. Step 28 Define Your Item Catalog Groups (Optional) If you make entries for your items in a standard industry catalog or if you want to group your items according to certain descriptive elements. you can define cross-references to store additional information about inventory items. size. When you define an item. you cannot delete an item if a sales order or purchase order references it. You can then create a list of cross-references using the Cross-Reference Types window. If an attribute already exists for an item. You assign descriptive elements of type. You can choose one of the predefined item types when you define an item. Each new template updates the item definition of those attributes that differ from the previous templates. you need to define item catalog groups. An item template is a standard set of attribute values that you use to define or update items. See: Defining Item Types. red or mountain bike. See: Defining Cross-Reference Types. red). Then you apply a new template with cycle count enabled NO and carrying cost $25. An item catalog group consists of descriptive elements to which you assign certain sets of values. Using these cross-reference types. When you apply a template to an item. and so on. See: Creating Custom Delete Constraints. 20". and a type SUPPLIER to track supplier part numbers. cycle count enabled NO. you assign an item XYZ123 to the group bicycle.. kit. Step 29 Define Your Item Types (Optional) If you want to use your own terminology to identify the types of items you define. you can reference your item by both the unique item number (XYZ123) and by the entry in the bicycle catalog (racer. Now. You then use these templates and any other user-defined ones in defining your items. the more recent value (from the last template applied) overrides the previous value.00. You can apply the same or different templates to an item any number of times. The item definition now has three attributes and values: unit of measure EACH. and color to the group. See: Defining Item Templates. purchased item. you set the item attribute values to the template attribute values for those attributes you enable in the template. you can choose descriptive elements from the group and define values for each descriptive element. or choose one of your own.00. you need to define cross-reference types. Oracle Inventory provides several predefined item types such as finished goods. option class. Oracle Inventory also provides several item templates to match the predefined item types. Oracle Inventory predefines several standard delete constraints: you cannot delete an item if there is a job or a repetitive schedule for it. Step 30 Define Your Item Templates (Optional) If you define many items sharing the same values for a number of attributes. and choose values for each of the descriptive elements such as racer. For example. BOM allowed. 20". blue. In the Master Items window.
you must define material overheads. and enter the accounting information for shipments between the two organizations. Each overhead is charged when you receive items into inventory. you need to define your cost activities. Step 40 Define Your Shipping Methods (Optional) The Shipping Method code defines specific shipping methods. A cost type is a set of costs. When you define your items.You need to define cost types before you can start entering item costs. See: Defining Freight Carriers. See: Defining Shipping Methods. See: Defining Material Overhead Defaults. such as freight. customs. These are costs currently in use for an item and include material and overhead charges. you may want to define material sub-elements. Step 41 Define Your Movement Statistics Parameters (Optional) . Use these freight carriers whenever you perform direct inter-organization transfers or transfers via intransit inventory. as well as for simulation purposes. For example: Ground. Step 34 Define Your Cost Activities (Optional) If you measure the cost and performance of the work performed in your organization. For every sub-element you define. If your cost method is average costing. You cannot use material overheads in organizations that use average costing. See: Defining Inter-Organization Shipping Network. and Pending. Subelements are a smaller classification of the cost elements. current and future costs. or Air. In addition to the cost element and cost code. See: Defining Activities and Activity Costs. See: Defining Material Sub-Elements. Step 37 Define Your Default Material Overhead Rates (Optional) If you use material overheads. or they may be indirect. Oracle Inventory automatically uses these defaults. See: Defining Overhead. all transactions use the frozen cost at the time of the transaction. Step 39 Define Your Organization Shipping Network (Optional) If you want to move items from one inventory organization to another. and keep track of the names of and transportation costs charged by your carriers. Oracle Inventory automatically charges the freight costs to the freight carrier account you specify. but Oracle Inventory is installed with three predefined cost types: Frozen. such as PO generation or payroll. choose whether you want to transfer items directly or via intransit inventory. You can also define cost types of your own for any purpose such as cost history or product cost simulation. such as run time or setup time. all costs are associated with an activity. you must define your shipping network. especially overhead costs. and so on. You can then submit many cost reports based on these cost types. you need to define freight carriers. Step 38 Define Your Freight Carriers (Optional) If you ship items from one inventory organization to another. If you are using standard costing in your organization. You can associate shipping methods with lead times in the Inter-org Shipping Methods window. you may want to enter default rates at the organization or category level. You can create as many cost types as you need. you must enter the method of allocating the cost to the sub-element (basis type). Oracle Inventory uses the Average cost type and automatically updates your average costs after the appropriate transactions. Your activities may be directly related to building your items. Express. Average. Specify the organizations to which you can ship from the organization you are currently in. Activities are processes or procedures that consume costs and time. Step 36 Define Your Material Overheads (Optional) If you keep track of overhead rates for your organization. You can update your frozen costs by performing a standard cost update. purchasing. The goal of activity based cost accounting is to accurately identify your product costs. You can define any number of material overheads. used for historical. Step 35 Define Your Material Sub-Elements (Optional) If you need to have greater item cost visibility and flexibility. See: Defining Cost Types.
you can use that transaction type to enter an issue transaction. sales order. job or schedule. For example. You create a transaction type by combining a transaction source type with a transaction action. You can then create a transaction type called Donation Receipt by combining the transaction action Receipt into stores and the transaction source type Donation. you can create a value set that contains the values to choose from when you use that particular transaction source type in a transaction. and open them for Oracle Inventory using the Inventory Accounting Periods window. RMA and inventory. you must use the Movement Statistics Parameters window to define the parameters for gathering movement statistics. Step 46 Define Your Purchasing Options (Optional) If you perform inter-organization shipments using intransit inventory. internal requisition. Step 42 Define Your Account Aliases (Optional) You may define one or more account aliases to use when you perform miscellaneous issue or receipt transactions. See: Defining Account Aliases. Step 47 Open Your Accounting Periods (Required) Before you can use Oracle Inventory to enter transactions. An account alias is a logical reference to a frequently used account number combination. Now you can perform a receipt transaction by choosing the Donation Receipt transaction type and an account number from the value set associated with the Donation transaction source type. you need to define your own transaction types. you need to define transaction reason codes.If you plan to use movement statistics reporting. you must define your purchasing options as one of the first steps in your implementation of Oracle Purchasing. if you create a transaction type with the transaction action "Issue from stores". physical inventory. you must use the Receipts wind to ow receive items sent to your organization. See: Maintaining Accounting Periods. Oracle Inventory provides several predefined source types: purchase order. When you enter an inventory transaction you can choose one of the reason codes that you defined. If you want to associate a list of valid sources with your transaction source type. See: Defining Transaction Reasons. intransit shipment. you can create a transaction source type called Donation along with a list of account numbers in the value set. For example. Transaction source types enable you to classify transactions according to their origins. A transaction action is a predefined method of changing the quantity and/or location and/or cost of an item. cycle count. You must define your accounting periods in Oracle General Ledger. account number. thereby allowing you to query and report transactions using your user-friendly references to particular account numbers. direct organization transfer. If you use Oracle Purchasing in conjunction with Oracle Inventory. account. See: Defining and Updating Transaction Source Types. sales order. such as purchase order. Step 44 Define Your Transaction Types (Optional) If you want to use your own terminology for certain kinds of transactions. You need to define certain default control options in the Purchasing Options window to save you time when you create your receipts. subinventory transfer. See:Defining and Updating Transaction Types. You may use a user-defined source type when you define a transaction type. cost update and receipt into stores. standard cost update. See: Defining Purchasing Options. physical inventory. Step 45 Define Your Transaction Reasons (Optional) If you want to associate a predefined explanation with each transaction that you enter. You may then use these reason codes to view and report transactions. you can create a transaction source type called Donation along with a list of account numbers in the value set. Step 43 Define Your Transaction Source Types (Optional) You may define your own transaction source types to use while performing transactions. account alias. It is also a transaction source type of its own. internal order. and so on. Oracle Inventory allows you to have multiple periods open at any given time. For example. You may use one of six predefined transaction actions: issue from stores. you need to open an accounting period. See: Defining Movement Statistics Parameters. . Inventory uses this information to validate entry of statistical movement transactions and to properly report the information.
See: Defining Container Types. then you do not need to start any interface managers. application. If you prefer to perform all your transactions on-line. and user levels. application. Step 53 Define Your Customer Item Cross References (Optional) If you want to relate customer items to your own item numbers. See: Defining Commodity Codes. Step 52 Define Your Customer Items (Optional) If you need to track the item numbers used by your customers. See: Defining Customer Item Cross References. or if you use custom forms and data collection de vices to enter transactions. System administrators use the System Profile Values window to set profile options at the site. profile options can be set at one or more of the following levels: site. You also need to start your demand reservation manager if you place demand from Oracle Order Entry in the background processing mode. responsibility. responsibility. you must define these items as customer items in Inventory. . Step 51 Define Your Commodity Codes (Optional) Customer Item Commodity Codes are used to group customer items and can be entered during the definition of customer items.Step 48 Request Your Interface Managers (Optional) You must start your material transaction and material cost interface managers if you want to perform transactions in the background or concurrent processing modes. See: Oracle Inventory Profile Options. Step 49 Set Profile Options (Required) Profile options specify how Oracle Inventory controls access to and processes data. See: Launching Transaction Managers. See: Defining Customer Items. and user. Step 50 Define Your Container Types (Optional) Container Types are used in defining physical attributes of items. In general. you must define customer item cross references. Oracle Inventory users use the Personal Profile Values window to set profile options only at the user lev el.