Professional Documents
Culture Documents
D66274
April 2010
Edition 1.0
D60263GC10
Volume 1 - Student Guide
R12.x Oracle Inventory
Management Fundamentals
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Author
John Salvini
Table of Contents
Preface
Profile
Before You Begin This Course
Prerequisites
Related Publications
Oracle Publications
Title Part Number
Oracle Inventory User’s Guide E13450-03
Additional Publications
• Read-me files
• Oracle Magazine
Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
1. In the navigation frame of the help system window, expand the General Ledger entry.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
xiv
R12.x Oracle Inventory Management Fundamentals Table of Contents
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Chapter 1 - Page 3
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Objectives
Chapter 1 - Page 6
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Chapter 1 - Page 7
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Receiving Inventory
Oracle Inventory
You can use Oracle Inventory to receive material in to your warehouse. You can receive:
• Miscellaneous account receipts
• Receipt from projects
• User-defined receipts
• Interorganization transfers
Quiz
Answer: b
Receiving Inventory
Transferring Inventory
Issuing Inventory
• Interorganization transfers
• Cycle count negative issue
• Issue requests
Quiz
Answers: b, c
• Oracle Purchasing provides receipt, delivery, ATP supply, and planning supply
information and receives item requisition, and interorganization shipment information from
Oracle Inventory.
Summary
Objectives
Inventory Organizations
Quiz
Answer: b
Chapter 2 - Page 8
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Multi-Organization Structure
Setting Up Locations
Defining Organizations
Quiz
Answer: a
Inventory Parameters
Costing Parameters
Chapter 2 - Page 16
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Chapter 2 - Page 17
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Chapter 2 - Page 18
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What Is a Subinventory?
What Is a Subinventory?
Defining Subinventories
Locator Control
Chapter 2 - Page 24
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Quiz
Answers: b, c
Subinventory-Locator Relationship
Shipping Method
Quiz
Answers: a, c
• Subinventories
• Locators
• Work in Process parameters
• Work in Process accounting classes
• Planning parameters
• Shipping parameters
Note: The system does not copy organization-specific data including: cost type, cost sub-
element, Process Manufacturing Enabled, Oracle Warehouse Management enabled, and
cost-sharing entities.
For more information about copying inventory organizations see Copy Inventory Organization
Implementation Guide.
Organization Hierarchy
• Manage bills of materials: You can create common bills of material for organizations as
well as delete items, bills, components, routings, and operations.
• Manage engineering change orders: You can automatically implement as well as make
changes to engineering change orders.
Organization Reports
Organization Reports
Profile Options
Implementation Considerations
Chapter 2 - Page 42
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Chapter 2 - Page 43
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Chapter 2 - Page 44
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Chapter 2 - Page 45
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Implementation Considerations
Summary
Chapter 3 - Page 3
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Objectives
Units of Measure
Quiz
Answer: b
Quiz
Answers: b,d
Chapter 3 - Page 12
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Chapter 3 - Page 13
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Chapter 3 - Page 14
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Implementation Considerations
Summary
Objectives
What Is an Item?
Defining Items
Defining Items
Chapter 4 - Page 10
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Item Master
Quiz
Answer: a
Item Attributes
Item Status
can change the quantity in the secondary unit of measure, without changing the
quantity in the primary unit of measure.
- No Default: The system stores inventory in both the primary and secondary units of
measure. Use this option when the default conversion between the two units of
measure is usually not the same. The system does not automatically display in the
secondary unit of measure when you specify the quantity for the primary unit of
measure. You manually enter the quantity of the secondary unit of measure before
you process a transaction. The secondary quantity can fluctuate from the default
conversion by the factors that you specify in the Deviation + and Deviation -
attributes.
Chapter 4 - Page 19
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Chapter 4 - Page 20
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Chapter 4 - Page 21
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Chapter 4 - Page 22
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Chapter 4 - Page 23
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Chapter 4 - Page 24
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Quiz
Answer: d
Item Templates
• Freight
• Product Family
Chapter 4 - Page 30
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Control Levels
organization is strictly a distribution warehouse. For a finished good item used in both
organizations, you would want the flexibility to select the Build in WIP status attribute
check box in the manufacturing organization, and clear the Build in WIP status attribute
check box in the distribution organization.
Quiz
Answer: b
Revision Control
Item Relationships
Quiz
Answer: a
Item Catalogs
Deletion Constraints
Deletion Constraints
Item Reports
Item Reports
Item Reports
Profile Options
Profile Options
Profile Options
Profile Options
Profile Options
Profile Options
Chapter 4 - Page 54
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Summary
Chapter 5 - Page 3
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Objective
Child Lots
Quiz
Answer: a
Grade Control
A grade is a rating that you assign to an item lot for quality control purposes. Grades are
typically based on criteria such as color, size, or quality of the lot. For example, the grade of a
lot of paint could be excellent, average, or poor. A grade is a characteristic of an item lot, and
never a lot location.
Note: The term grade is not necessarily an indicator of quality. For example, suppose a citrus
grower sells oranges based on size categories such as Grade 1, 2, and so on: Grade 1
oranges are larger and priced higher than the smaller Grade 2 oranges. In this example,
grade defines certain technical characteristics/specifications about the oranges but does not
define whether the oranges are of good or poor quality.
Managing Lots
Quiz
Answers: a, c, d
Expired Lots
Disabled Lots
Quiz
Answer: b
Chapter 5 - Page 18
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Chapter 5 - Page 19
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Chapter 5 - Page 20
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also be User-Defined. If the Setting is User-Defined then the Operator must 'manually' ENTER
or SCAN the Serial Number. The system will not generate the Serial number.
Serial Uniqueness
SN100 in any organization. In this example SN101 and SN100 belong to different
organizations. If you assign Across Organizations uniqueness to any organization it
restricts the serial generation in all other organizations. If one organization dictates
Across Organizations, all other organizations must do so.
Quiz
Answers: a, b, d
Chapter 5 - Page 27
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Lot Genealogy
Serial Genealogy
Chapter 5 - Page 30
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Chapter 5 - Page 31
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Chapter 5 - Page 32
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Profile Options
Profile Options
Chapter 5 - Page 35
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Chapter 5 - Page 36
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Summary
Chapter 6 - Page 3
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Objectives
Overview
Inventory Transactions
Move Orders
Quiz
Answer: b
• Inventory
• Job or Schedule
• External Requisition
• Layer Cost Update
• Project Contract
When you perform a transaction, you specify a transaction type and a source. For example,
for a PO receipt transaction, the transaction source type is Purchase Order and the actual PO
number is the source.
Transaction Action
Chapter 6 - Page 13
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Transaction Types
Quiz
Answer: b
Transaction Managers
Quiz
Answers: a, b, d
The system automatically assigns a sequence number and return type to the rule. You can
modify the sequence number, but you cannot modify the return type. The return type is a
strategy, rule, or value.
Account Aliases
Quiz
Answer: a
Accounting Periods
Shortage Alerts
The shortage alert appears in the window during the transaction with the option to go to the
View Potential Shortages form, showing where the shortage exists. Alerts are automatic once
they are set up. Notifications are optional and can be sent to a pre–specified list of individuals.
Sources of Demand
When generating shortage alerts and notifications, the system considers one or more of the
following to be sources of demand:
• WIP jobs
• WIP schedules
• Sales order lines that have been pick released and detailed but for which adequate
quantity was not sourced
Supply Types
Timeout Period and select Automatically Approve for the Move Order Timeout Action. The
approval process is also not enabled for organization items without an assigned planner.
Item Transaction Defaults
You can define the item transaction defaults to automatically populate the destination locator
on the move order line from an organization item.
(N) > Setup > Transactions > Item Transaction Defaults.
Move Order Time-Out
Use move order time-out if you want to require approvals for the move orders in your
organization.
Time-out Period
The length of time, in days, you will let your move orders sit in a pending-approval queuing
status.
Locator Defaults
If a subinventory or item is locator controlled, when you create the move order receipts,
specify a destination locator. If you do not specify a destination locator, the allocating process
uses the item transaction default.
For more information see:
(Help) Oracle Manufacturing Applications > Oracle Inventory > Transactions > Overview of
Move Orders > Setting Up Move Orders
Chapter 6 - Page 35
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Chapter 6 - Page 36
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Chapter 6 - Page 37
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Chapter 6 - Page 38
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Chapter 6 - Page 39
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Summary