Categories, Category Sets and Default Category Set Up for Oracle Inventory

Author: Michele Veilleux Contributor: Lee Ewertz Oracle Corporation

• ITEM CATEGORIES Oracle Inventory allows a logical classification of items that have similar characteristics through the use of Categories. You can use categories and category sets to group your items for various reports and inquiries. For example, suppose you have a category set named Inventory. Within this set you maintain subsets called Office Supplies. This enables you to run reports for items which are classified as Final Assembly by sorting on the Office Supplies category, without having to number your Final Assembly parts in a sequential range. The following are examples of uses within Oracle Inventory. • • Inventory items: You can use categories to group inventory items. Summarizing demand histories: Oracle Inventory can summarize demand history for a particular category of items. Loading forecasts: Oracle Inventory can compile a statistical or focus forecast for a particular category of items.

Performing min-max planning: Oracle Inventory can perform min-max planning for a particular category of items. Performing reorder point planning: Oracle Inventory can perform reorder point planning for a particular category of items. Reports and Inquiry windows: You can enter category information in reports and inquiry windows where you are required to specify a list of items. The reports or inquiries then include only those items in the category you select.

There are several steps to setting up Categories, and some points to consider prior to populating your Inventory Item Master. This paper serves as a guide to completing these steps and provides some precautions. Define Item Category Flexfield Structures Multiple segment structures can be defined for the Item Categories Flexfield. Each segment structure may have its own display prompts and fields. In other words, you may choose to have a structure with one segment while another structure may have multiple segments. You can build specific meaning into each segment of this flexfield for tracking details such as product families, color codes, and product lines as suits your enterprise's needs. For example, if you want to group items according to product line and product information, then you can use the first segment to represent

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Flexfield Structure 101 for Key Flexfield Item Categories. Ø Plan out how many segments you want to create and click on ‘Segments’. 2 . The Item Categories Key Flexfield has a flex code of 'MCAT'.product line and the second segment to represent the product. If at any time you see an error in the system which gives an Application (App) error and the following text: 'Appl = 401. you may interpret this as Application_Id 401 = Inventory. Ø The flexfield must have the 'Freeze Flexfield Definition' box checked before the ‘Compile’ radio button becomes active. Structure =101. Ø Be sure to check the ‘Enabled’ box on the far right of the Segment Summary form. (Value sets can be shared among segments). Ø Attach a value set to each segment by placing the cursor in the Value Set column and choose a value set from the list of values. These errors typically point to a conflict in the flexfield structure. Ø If the flexfield is displayed as ‘Frozen’. you must first uncheck this box before making changes. Code= MCAT'. and freeze the flexfield in the Key Flexfield form. The Item Categories Flexfield must be designed and configured before defining items. the validity of the flexfield values or that the flexfield needs to be re-compiled. since all items must be assigned to at least one category. Ø Be sure to press compile. Ø Create the number of segments you wish to use for the structure. Ø Check Help > View My Requests to be sure that the view generates successfully. which will generate the flexfield view MTL_CATEGORIES_KFV necessary for the system. Navigate to Setup > Flexfields > Key > Segments to setup the Item Category Key Flexfield. Ø Save your work. Ø Choose an existing structure or create a new one.

Assign Items to Categories. Release 11 provides three by default: Item Categories. Define Categories. Since a ‘None’ value is not validated. Setting Up Categories and Category Sets Categories and category sets are setup in four steps. 3. Navigate to Setup > Flexfields > Validation > Sets to create a new value set or to review the seeded ones. They are not valid categories until you define categories as explained later in this document. segments with a validation type of ‘None’ are not provided a LOV to select from when you define the segment. and Product Family.Please note: creating the Item Categories Flexfield with "dynamic insert" checked is not allowed within the Application. these values only represent a list of valid values you can choose from when Oracle Inventory Release 10. Navigate to Setup > Flexfields > Validation > Values to insert the values to validate the 'Independent' or 'Dependent' segments. Assign Default Category Sets. This step is not required for segments with value sets having a validation type of 'None'. Values must also be entered into the value set used for the flexfield if you choose 'Independent' or 'Dependent' as the validation type for the value set attached to each segment of the flexfield. 2. 3 . Define Category Sets. 1. Note: At this point in the setup. defining a category. 4. See Oracle Applications Flexfields Guide for further information on flexfield setup. This provides a predefined list of values (LOV) for a segment. and is defined in the Segment Values window.7 has two category flexfield structures provided by default: Item Categories and PO Item Category. PO Item Category.

you can no longer assign the category: • • • As the default category of a new category set As a valid category of a category set As a valid category of an item catalog group To an item Ø The Find Categories window will appear. Plan ahead: the categories assigned to a category set must be assigned to the same flexfield structure that is assigned to the category set. and the LOV for a single segment is grayed out. press the OK button. Ø In the second column. Define Category Sets The category information is stored in the MTL_CATEGORY_SETS table and holds the system generated CATEGORY_SET_ID. With the cursor in the category field. enter the date on which the category becomes inactive in the fourth column on the form in DDMON-YYYY format for both release 10. and the • Note: You cannot assign an inactive date to a category that is the default category for a mandatory category set. Ø A LOV of categories is available here. Ø To make a category inactive. The Item Category popup window displays. as the primary key. Item Category Set list will be displayed for you to choose from. which is a number field. As of the inactive date. Click the multiple LOV and the long list find window displays. Ø Choose the name of the flexfield structure you wish to assign to the category from the list of values in the first column (for example. An item in the Item Master may belong to many category sets. Enter the wild card character ‘%’. Item Categories). enter a unique name for the category and enter the description for the category in the third column. Choose the 'New' button.Define Categories The category information is stored in the MTL_CATEGORIES table and holds the system generated CATEGORY_ID. 4 . commit the record. but can only belong to one category within the same category set. Navigate to Setup > Items > Categories > Category Codes to set up categories. click the LOV button. which is a number field. as the primary key.7 and release 11. After completing the above steps.

See Define Default Categories for further information. Ø The 'Flex Structure' field allows you to select one of the item categories flexfield structures defined earlier from the list of values. (Purchasing only recognizes categories assigned to the Purchasing category set even if a category uses the same Ø Enter a unique category set name in the 'Name' field and provide a description that is meaningful to you in the next field. If you do not use this feature. 5 . This is the default category used by the system to assign an item to a category set even if no category set is assigned by the user when the item is defined. Org Level: The items assigned to this category set may have a different category value in each organization where they are assigned. This is true even if you choose not to validate the category list by checking the 'Enforce List of Valid Categories'. This is where the subset category defined in the Category Codes form is assigned to a larger set (Category Set). If you are using Oracle Purchasing. Reminder: The categories assigned to the category set must have the same flexfield structure as the category set. Ø Choose a 'Default Category' from the list of values. you can only assign an item to those categories defined as valid categories for this category set. If you use this feature. Navigate to Setup > Items > Categories > Category Sets. Ø To enforce the list of valid categories. a category may be assigned to multiple category sets at the same time. you can assign an item to any category defined that uses the same flexfield structure as this category set. check the 'Enforce List of Valid Categories' box. Ø Choose one of the following control levels for the 'Control At' field value: Master Level: The Items assigned to this category set have the same category value in all organizations where they are assigned.Also. you must use this checkbox for category sets you will use in Purchasing.

Plan Ahead: Once a default category has been set up and an item has been defined. This occurs automatically when defining an item using the Define Master Item form or when importing items through the Item Open Interface utilizing MTL_SYSTEM_ITEMS_INTERFACE. Costing. Oracle Inventory makes the default category set mandatory for all items defined for use by a functional area. as an additional primary key. Ø Select a valid list of categories on each blank line. The category set for a functional area is guaranteed to have a category assignment for each item defined for use by the functional area. Define Default Category Sets Oracle Inventory requires you to assign a default category set to each of the following seven functional areas: Inventory. the category set for the Inventory functional area is mandatory and is the default for all items defined as Inventory items. the item's corresponding default category assignment cannot be deleted. These are the valid categories which the 'Enforce List of Valid Categories' feature will check against. as the primary key along with the FUNCTIONAL_AREA_ID (also a number field). This is where the default category sets for each functional area are defined. If an item is enabled for a particular functional area.flexfield structure as the Purchasing category set). The FUNCTIONAL_AREA_ID quickcodes and values for each functional area are as follows: Column FUNCTIONAL_AR EA_ID QuickCode Type MTL_FUNCTIONAL _AREAS 1 2 3 4 5 6 7 QuickCode Table MFG_LOOK UPS Inventory Purchasing Planning Service Cost Engineering Order Entry Navigate to Setup > Items > Categories > Default Category Sets. Engineering and Order Entry. Planning. Service. The default category set information is stored in the MTL_DEFAULT_CATEGORY_SETS table and holds the system generated CATEGORY_SET_ID (a number field). Purchasing. For example. the only way to change the default category set for a functional area is to update all items with the new default category set before updating the default 6 . Oracle Inventory assigns default category sets so that each functional area has at least one category set that contains all items in that functional area.

default category assignments can be changed using the forms discussed below. Serviceable Product Oracle Cost Mgmt Oracle Engineering Oracle Order Entry Costing Enabled Engineering Item Customer Ordered Item Yes Yes Yes 'App-5115 You must assign all items of this type to the new set first'. While defining an item in the Item Master form. what designates an item as an 'engineering item' is the attribute Engineering Item. Enable an item for a functional area by using that functional area's item defining attribute. There are two ways to assign an item to a category set within the application. 7 . Note: The Purchasing category set should not be changed after requisitions or purchase order lines have been created using any of the categories assigned to the category set. the Import Item process does not support populating the category set when inserting items. Assigning Items to Categories Assigning items to categories can be achieved several different ways. You cannot assign a category when importing your items through the Item Open Interface.category set associated with a particular functional area. An item defining attribute identifies the characteristics of an item. the category will default from the Default Categories. Yes MRP Planning MPS Planning Yes Yes Service Item. Failure to do so will result in Application errors similar to the following: The item defining attributes are: Functional Area Oracle Inventory Oracle Purchasing Oracle Master Scheduling/ MRP Oracle Service Item Defining Attribute Inventory Item Purchased Item Internal Ordered Item MRP Planning Method Enabling Value Yes Yes. Currently. then that function area may only have an organization level default category set. If you are importing your items for the first time into Inventory. For example. However. you may click on ‘Special’ from the toolbar > Categories and the Category Assignment window will pop up and allow you to add a category. If a functional area's item defining attribute has a control level of Organization.

Release 11 Oracle Inventory Reference Manual. Additionally. you can perform this task from the Organization Items form once you have assigned the item to an organization and the category set is defined as controlled at the organization level.Summary This document explains the process of setting up Categories. you can press the ‘Assign’ button and list the items you want to assign to a category set. About The Author Michele Veilleux is a Senior Technical Analyst for Oracle Support Services in Orlando. Florida Also. when defining category sets. Release 10 Oracle Inventory Application Oracle Applications Flexfields Guide 8 . Credits q q q q q q Oracle Inventory Reference Manual. Release 10SC Oracle Inventory Technical Reference Manual. Category Sets and Default Categories with emphasis on setup considerations. Release 11 Oracle Inventory Technical Reference Manual.

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