Inventory

Sno 1 Table Of Contents Hierarchy Organization Levels 1.1 Creation of Master Organization 1.2 Creation of Child Organization 2 Item Creation 2.1 2.2 2.3 2.4 3 Creating Template 3.1 Creating template using existing Template 3.2 Creating template Manually 4 Inventory Controls Master Level Organization Level 5 Types of Inventory Controls 5.1 Serial Control 5.2 Lot Control 5.2.1 Lot control with user defined lot expiration 5.2.2 Lot control with shelf life day control 5.3 Locator Control 5.3.1 Prespecified Locator Control 5.3.2 Dynamic Entry Locator Control 5.4 Revision Control 6 7 8 Creating Sub Inventory On-Hand, Availability Inventory Transaction Flow 8.1 8.2 8.3 8.4 9 Bill Of Materials (BOM) 9.1 Creating items 9.2 Assigning Cost to Items 10 Creating Bill of Material (BOM) 10.1 10.2 10.3 10.4 10.5 10.6 11 Routings 11.1 11.2 11.3 11.4 11.5 11.6 11.7 Techiniacal part of inventory Bill Of Materials (BOM) Routing Resources Departments Department Class Routing Standard Cost Update Alternate Routing Copy Routing 52 53 54 55 58 60 62 63 66 67 Intended Bill Cost Roll-up Standard Cost roll-up Alternate Bill Common Bill Copy Bill from one organization to another 40 41 42 44 45 46 48 50 51 Sub-Inventory Transfer Inter Organization Transfer Miscellaneous Transfer Move Order 12 16 18 20 23 24 26 28 30 32 34 36 38 9 10 11 Item Creation without Template Assigning Item to Child Organization Item Creation with Predefined Template Creating Item with an existing Item 3 4 7 8 2 2 Sub Topics Page NO.

1

1. HIERARCHY ORGANIZATION LEVELS:
1.1 Creation of master organization 1.2 Creation of child organization
Responsibility : Inventory Navigation : Setup->Organization->Organizations.

→ Click on New to create Master Organization Give the name of the organization and organization classifications

2

2. ITEM CREATION
2.1 Creation of item without Template
Navigation: Items->Master Items

3

2. Tools->Organization Assignments Check Assigned check box for M1 and M2 (Save) 4 .2 Assignment of master item to organization level.

Navigation:Items->Organization Item Click on FIND 5 .→ Identify the item in organization level.

6 .

3 Item creation with predefined template Navigation : Items->Master Items After giving the item and description click on Tab Tools->Copy From Select Template: Finished Good → Then click on Apply and Done → You can see User ItemType: Finished Good in above screen shot → Save the item (CTRL+S) → Assign The item to Child Organization as shown above. 7 .2.

4 creation of item with an existing item: Navigation : Items->Master Items → After giving the Item and Description → Tools->Copy From → select Item : select an existing item → Click on Apply and done → Save the item (Ctrl+s) → Assign the above item to Organization as above 8 .2.

CREATING TEMPLATE 3. → Navigation :setup->items->Templates → click on new → type the template name in template text field and Description about template → Tools -> Copy Template. 9 .3. Click Apply and Done → now select existing → Save it(Ctrl+S).1 creating user defined template using existing template.

10 .2 Creating Template manually → Navigation :Setup->items->Templates → Click on New → Fill the Template and Description → And Select the Attributes which ever you want by enabling it. → Save it(Ctrl+S).3.

INVENTORY CONTROLS → There are Different types of Controls.4. which categorized into two types Master Level Inventory Controls Organization Level Controls → We can see the different levels in below screen shot. 11 .

Close the window and after this we need to generate the serial numbers → Go to On-Hand Availability -> Generate Serial Number. In serial. Select Inventory tab. TYPES OF INVENTORY CONTROL 5. Enter your item name and quantity and press Ok and then submit . A request will be sent for the generation of serial number.5.1 Serial control → Create an item Invetory_item1 at Master item level ans assingn it to M1 Go to Items --> Organization Items Find Item : Inventory_item1. 12 . Below screen will be open . select Generation : Predefined Starting Prefix : AA Starting Number: 001 and save it(Ctrl+s).

select your item .→ You can check the status of the request by clicking View -> Request-> find. select account as Miscellaneous. Now go to Transactions -> Miscellaneous Transactions following screen appears . sub inventory and enter quantity. select Type: Miscellaneous Receipts and click the button Transaction Lines → the following screen appears. 13 .

→ Click Lot/Serial button in the bottom Select the Starting serial number (search for the serial number you created ) and click Done → Check for the on hand available quantity. → Go to On-hand Availability -> On-hand Quantity in Item tab. enter your item name and click find. 14 . The following screen appears check the availabilty quantity and serial numbers .

15 .

select your item . → Now go to Transactions -> Miscellaneous Transactions following screen appears .2 lot control → create an item inventory_item_lot and assign in to M1 at Master item level → Go to Items --> Organization Items Find Item : in ventory_item_lot.5. Below screen will be open . select account as Missellaneous 16 . Select Inventory tab. select Full Control and save it. sub inventory and enter quantity. select Type: Miscellaneous Receipts and click the button Transaction Lines → Then the following screen appears. In Lot.

enter the quantity and click Done and save(Ctrl+s) → Check for the online available quantity. enter your item name and click find. 17 . Go to On-hand Availability -> On-hand Quantity in Item tab.→ Click Lot/Serial button in the bottom Enter the Lot number AA(in this example) . The following screen appears check the available quantity and observe the Lot number.

2.1 Lot control with user defined lot expiration create an item inventory_item_lot1 and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_item_lot1. enter the quantity and click Done and save. 18 . sub inventory and enter quantity. Select Inventory tab. select account as Missellaneous Click Lot/Serial button in the bottom Enter the Lot number AA1(in this example) .5. select control : User define and save it(Ctrl+s). In Lot. Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item . enter expiration date. select Full Control and in Lot Expiration(Shelf Life) tab.

The following screen appears check the available quantity and observe the Lot number and expiry date 19 . Check for the on hand available quantity. enter your item name and click find. enter the quantity and click Done and save. enter expiration date. Go to On-hand Availability -> On-hand Quantity in Item tab.Enter the Lot number AA1(in this example) .

select control : Shelf Life days Shelf Life Days : 30 and save it.2 Lot control with shelf life day control create an item inventory_item_lot2 and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_item_lot2. enter the quantity and click Done and save(Ctrl+s). 20 . Select Inventory tab.2. In Lot. select account as Missellaneous Click Lot/Serial button in the bottom Enter the Lot number AA1(in this example) . Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item . sub inventory and enter quantity.5. select Full Control and in Lot Expiration(Shelf Life) tab. here the expiration date will auotmatically be generated which is 30 days after date.

The following screen appears check the available quantity and observe the Lot number and expiry date. 21 . enter your item name and click find. Go to On-hand Availability -> On-hand Quantity in Item tab.→ Check for the on hand available quantity.

22 .

sub inventory (FGI). Search for the available locators by entering % . click on the locator the following screen appears click on the combinations. select Locator Control : Prespecified Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item . Enter quantity and account → Check for the on hand available quantity. The following screen appears check the available quantity and observe the Locator 23 . enter your item name and click find. a list of available locators will be displayed. Select Inventory tab.3.3 locator control 5.5. select any one.1 Prespecified Locator control Change Organization to M1 Create an item inventory_item_loc and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_item_loc. Go to On-hand Availability -> On-hand Quantity in Item tab.

Enter quantity and account as inventory adjustments 24 . Select Inventory tab.2 Dynamic Entry Locator Change organization to P3 Create an item inventory_dynamic_loc and assign in to P3 at Master item level Go to Items --> Organization Items Find Item : inventory_dynamic_loc. select Locator Control : Dynamic Entry Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item . sub inventory (FGI). here we can enter the locator manually and click ok. click on the locator the following screen appears.5.3.

Go to On-hand Availability -> On-hand Quantity in Item tab. enter your item name and click find. The following screen appears check the available quantity and observe the Locator 25 .→ Check for the on hand available quantity.

Go to On-hand Availability -> On-hand Quantity in Item tab. enter your item name and click find. sub inventory .4 REVISION CONTROL → Change organization to M1 Create an item inventory_sample_rev and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_sample_rev. Check the Revision Control box and click the revision icon beside it . the following screen appears give a new name to revision as A1 and effective date. click the revision button and select the revision . save and exit Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item .5. enter quantity and account . Select Inventory tab. Save(Ctrl+S) and exit Check for the on hand available quantity. The following screen appears check the available quantity and observe the revision 26 .

27 .

CREATING SUB INVENTORY Navigation: Setup ->Organisations->Subinventories Type the Subinventory name in name field save it(Ctrl+s) 28 .6.

29 .

30 .Availability -> On-hand Quantity → Give the Item Name item/Revision Field. ON HAND AVAILABILITY → Navigation: On-hand.7.

31 .→ click on Availability to check the availability.

8.1 Sub-Inventory Transfer → Navigation :Transactions->Subinventory Transfer → select Type : SubInventory Transfer → Click on Transaction Lines 32 . INVENTORY TRANSACTION FLOW 8.

→ By Using On hand Availability.→ Fill the details : Item.To Subinv. 33 .UOM.Quantity and Save it(Ctrl+s).Subinv.We can see the Received Items.

→ Click on Transaction Lines 34 .To Org.Number(Any Unique Number).8.2 Inter Organization Transfers → Navigation: Transactions->Inter-organization Transfer → Fill the details: Date.Type.

35 .We can see the Received Items.Sub inventory. → switch to organization to which you have made the transaction( M2 in this example) → By Using On hand Availability.To-Sub inventory.Quantity and Save it(Ctrl+s).UOM.→ Fill the Fields: Item.

Sub inventory.Account As below 36 .UOM.3 Miscellaneous Transfer → Navigation: Transactions->Miscellaneous Transaction → select Type : miscellaneous receipts → Click on Transaction Lines → Fill the details:Item.Quantity.8.

→ By Using On hand Availability.We can see the Received Items. 37 .

4 MOVE ORDER → Navigation : Move Orders->Move Orders → Fill the details as above Number(any unique number) and Click on Approve.8. → After click on the approve we can see status changed to Approved as below 38 .

39 .We can see the Received Items.→ By Using On hand Availability.

Cabinet.Monitor.9.Hard Drive.Mouse. BILL OF MATERIALS BOM:Collection of items to make one finished good 9.1 Create a item (organization V1) Navigation: Inventory -> Items -> Master Item Items:Computer Similarly Create items CPU.Floppy.CD Drive 40 .Key Board.

9. change to M1 org Inventory-->Items->Orgnization Item Find Item :FLOPPY Goto Tools->Cost items->Cost Similary define cost for CD Drive.2 Assigning Cost to Items Assigning Cost will be at org level.Key Board and Monitor 41 .Cabinet.Mouse.Mother Board.Processor.

Key Board.Hard Disk. Create Bill of Material Select M1 Organization Bills of Material --> Prototypes -> Bills -> Bills Item:CPU To the item CPU assign components Floppy Drive.10.Mouse.for Item Computer assign components CPU. 42 .Monitor.Mother Board and Processor Similarly .CD Drive.

43 .

Navigation: BOM-->Bills->Bills Select a item:Computer Tools-> Intended Bills 44 .1 Intended Bill Intended bill displays the structure of a manufacturing or engineering item.10.

10.2 Cost Roll-up BOM-->Bills->Bills Item:CPU Tools->Roll up cost->Cost Type : Pending (OK) Similarly do Roll up Cost for Computer 45 .

10. Similarly Update Frozen cost of Computer 46 ..3 Standard Cost roll up Inventory ->Costs->Standard Cost Update->Update Press Ok and submit it..

To Check Frozen Cost(M1 org) Inventory-->Items->Organizations Items Item:CPU(Find) Tools->Item Costs Similary Find the Frozen Cost for Computer 47 .

Description and save it 48 .4 Creating Alternate Bill An alternate bill describes an alternate list of component items that produce an assembly.10. BOM-->Setup->Alternates Enter an alternate name .

Item :Computer Alternate:ALT( the alternate name which we created above) Now.BOM-->Bills->Bills Give. Standard Cost Roll up and Update Frozen Cost with Pending Cost same as the above 49 . Go to Material tab and give Supply type as Phantom for component CPU Now do Cost Roll Up .Assign components CPU and Monitor to the item Computer.

attachments. Each standard component on a bill can have multiple reference designators and substitute components. BOM-->Bills->Bills Give. components.10. Item:Computer (query it) Alt :ALT Tools->Create Commomn Bills Organization :M2 Item :Computer(Press Ok) 50 . and descriptive elements.5 Create a Common Bill A BOM contains information on the parent item.

Now change the organization to M2 and goto BOM-->Bills->Bills Give Item: Computer and check 10.6 Copy Bill from M1 organization to M2 organization Change organization to M2 BOM-->Bills->Bills Item:CPU Tools->Copy Bill from Orgnization :M1 Item :CPU (Press Copy then Ok) 51 .

> Resources . Type and UOM similarly you can add any no. The following screen appears. of resources 52 .11. Enter Resource name. 1. ROUTING 11.1 Creating Resource: Select Bill of Material responsibility Go to Routings .

And enter the Units 53 . Click on Resources for assigning resources to Department. The following screen appears. Query for department.2 Assigning Resource to Department: Go to Routings .> Departments.11. Already 3 existing resources are displayed enter your resource by searching it.

similarly we can assign any no. of resources to any no. of departments

11.3 Department Classes
Go to Setup - > Department Classes. Select any one class and click Departments. We can see the departments available in this class.

54

11.4 Creating routing:
Go to Routings - > Routings. The following screen appears. Query for your item .In the Main tab, enter the Department details

add department and add resources by clicking Operation resources

55

similarly add remaining departments after adding departments, click on Operation Resources and enter the resources details .Following the same for each department. Now Roll up the cost Go to Bills - > Bills. select your item and go to tools:Roll up costs Select your item and go tools - > rollup costs

56

select cost type as Pending and then click on OK check whether your item Pending cost updated or not: Tools . 57 .> Item costs here we can see the Pending cost and frozen cost.

> Standard Cost Update .> Update Costs select cost type : Pending.11.5 Standard Cost Update Go Back to Inventory Responsibility: Costs . Give Description Item Range : Specific Item Update Option: Item costs only and Click on OK and Submit 58 .

Now run the standard Update cost program . Cost .> standard Cost Update .> Update Cost. Query your item and see that the frozen cost and pending cost are updated as follows 59 .

> Alternates Give Your Alternate Name and Description and save it 60 .11.6 Create Alternate Routing Go to Bill Of Material Responsibility Setup .

61 .Go back to Routings and Give Your item name and Alternative name .then add your departments: Here we will add only one department or you can add many department to make it different from the original routing. Then Roll up Costs and go to inventory responsibility and Run Standard Cost Update Program as said above for Updating Your Frozen Cost to Pending Cost.

7 Copy Routing Change organization to M2 Bill Of Material (Responsibility) Go to Routing . The following screen appears. Click Copy 62 .> copy routing from. Enter the item name for which you want to copy the routine Go to Tools .11.> Routing. Select Organization: M1 Item : item name for which you have already created routing select copy option: current .

inventory_item_id is the primary_id column ➔ SELECT * FROM MTL_SYSTEM_ITEMS_B.organization_code.msib.organization_id=mp.organization_id is primary_id ➔ SELECT * FROM MTL_PARAMETERS. Relation between MTL_SYSTEM_ITEMS_B & MTL_PARAMETERS ➔SELECT mp. ➔SELECT * FROM mtl_material_transactions mmt MTL_MATERIAL_TRANSACTION_TYPES: This table stores the details about all the Transaction types.organization_id MTL_MATERIAL_TRANSACTIONS: This Table Stores the details of all the Transactions.Segment1 stores the item name.. Transaction_id is the main Column. 63 . MTL_PARAMETERS : It Stores the details of organizations.TECHNICAL PART OF INVENTORY MTL_SYSTEM_ITEMS_B : Base Table for inventory stores.Transaction_id is the main column. mtl_parameters mp WHERE 1=1 AND segment1='computer' AND msib.It stores all details related to an item created.* FROM mtl_system_items_b msib.

serial_number.inventory_item_id = msib.segment1 "Item Name".inventory_item_id AND mmt. mtl_serial_numbers msn WHERE mmt. ➔SELECT * FROM mtl_onhand_quantities ➔SELECT * FROM mtl_item_locations WHERE TRUNC(creation_date)>='15-MAY-2011' MFG_LOOKUPS: This table stores all data about lookup informations this shows type of locator control 64 .transaction_type_name.transaction_type_id AND mmt.transaction_type_id = mtt. mtl_transaction_types mtt.* FROM mtl_transaction_types a WHERE transaction_type_id=32 MTL_SERIAL_NUMBERS: stores details of all serail numbers assigned to items.a. organization and all serial numbers and shows joins used ➔SELECT mmt.creation_date) >= '16-MAY-2011' MTL_LOT_NUMBERS: This Table Stores the Lot numbers Assigned to Item ➔SELECT * FROM mtl_lot_numbers MTL_ONHAND_QUANTITIES: This table Stores the available on hand quantities of Items. ➔SELECT * FROM mtl_serial_numbers. mtt.organization_id = msib. join b/w mtl_system_items_b and mtl_serial_numbers is based on inventory_item_id.organization_id AND msib. mtl_parameters mp.inventory_item_id.organization_id AND mmt. msib.organization_id = mp.last_transaction_id AND TRUNC (mmt. mp. mtl_system_items_b msib. Pulls the details an item.transaction_id = msn.➔SELECT transaction_type_name. msn.organization_code "Organization Code" FROM mtl_material_transactions mmt.transaction_type_id = 32 AND mmt.transaction_id. msib.

➔SELECT * FROM mtl_item_revisions WHERE TRUNC(creation_date)=TRUNC(SYSDATE) AND inventory_item_id=11881 65 .➔SELECT * FROM mfg_lookups WHERE lookup_type LIKE 'MTL_LOCATION_CONTROL' MTL_SECONDARY_INVENTORIES: This Table stores the details of all sub inventories. ➔SELECT * FROM mtl_secondary_inventories MTL_ITEM_REVISIONS: This table Stores the details of all the item revisions.

➔SELECT * FROM cst_Item_costs WHERE inventory_item_id=11882 AND organization_id=207 CST_COST_TYPES: This Table Stores the Data about different Cost Types. cost_type_id and inventory_id are main Columns. ➔SELECT * FROM cst_cost_types 66 . ➔SELECT * FROM bom_bill_of_materials BOM_INVENTORY_COMPONENTS: This Table Stores the data about all the components which a are used in the bills.BOM TABLES: BOM_BILL_OF_MATERIALS: This Table Stores the Information about all the Bills. ➔SELECT * FROM bom_inventory_components WHERE bill_sequence_id=45255 CST_ITEM_COSTS: This Table Stores the data about all the item costs.

assembly_item_id is same as inventory_item_id . ➔ SELECT * FROM bom_operational_routings BOM_OPERATION_SEQUENCES: This Table store the details of routing sequences.ROUTING TABLES BOM_OPERATIONAL_ROUTINGS: This Table stores the details of routing for an assembly item. ➔SELECT * FROM bom_operation_sequences BOM_OPERATION_RESOURCES: This Table store the details of operation resources for a routing operation_sequence_id is used to join bom_operation_sequences. routing_sequence_id is used to join with bom_operational_routings. ➔SELECT * FROM bom_operation_resources BOM_DEPARTMENTS: This Table stores the details of bom departments ➔SELECT * FROM bom_departments BOM_RESOURCES: This Table Stores the details of resources ➔SELECT * FROM bom_resources BOM_DEPARTMENT_CLASSES: This Table Stores details of department_classes 67 . routing_sequence_id is a primary column.

➔SELECT * FROM bom_department_classes BOM_STANDARD_OPERATIONS: This Table Stores details of standard bom operations ➔SELECT * FROM bom_standard_operations 68 .

Sign up to vote on this title
UsefulNot useful