R12 Transaction Setup

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Objectives

At the end of this module you should be able to do the following:

Explain transactions and move orders Define transaction managers, transaction types, and transaction reasons Define inventory picking rules Define inventory account aliases Explain how to set up move orders Explain how to open and close accounting periods Explain Alerts Notifications and Reports Set up Profile Options Understand implementation considerations

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Overview
Material flow Business flow

Receive goods WIP Purchasing

Move goods

Inventory

Ship goods

Services

Order management

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Inventory Transactions
Miscellaneous receipt
Subinventory 1 Locator 1

Miscellaneous issue Organization 1 Subinventory transfer

Subinventory 2 Locator 1

Subinventory transfer Locator 2

Locator 2

Direct interorganization transfer

Interorganization intransit transfer

Organization 2

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Move Orders

Movement Request

Movement

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Transaction Source Types

The type of entity against which Oracle Inventory charges a transaction.

Purchase order

Transaction source type

Job

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Transaction Action

A generic type of material movement or cost update.

Assembly Return

Transaction Action

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Transaction Reasons

A standard means of classifying or explaining the reason for a transaction User defined Used in all transaction forms Use these with any type of material transaction Reports available by Transaction Reason

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Transaction Types

+
Transaction Source Type Transaction Action

Transaction Type

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Predefined Transaction Types

Source Type
Purchase Order Cycle Count

Action
Receipt into Stores Cycle Count Adjmt

Type
PO Receipt Cycle Count Adjmt

RMA
Job or Schedule Internal Order

Issue from Stores

Assy Completion Issue from Stores

Reject Cust Return

WIP Assy Compl Internal Order Issue

Inventory

Receipt into Stores

Miscellaneous Receipt

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Transaction Managers

Transaction managers control the number of transaction workers, processing intervals, and number of transactions processed by each worker during each interval. Transaction managers run at the periodic intervals you specify until you disable them with the concurrent manager.

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Running Transaction Managers

Cost Transaction Manager

Lot Move Transaction Manager

Material Transaction Manager

Move Transaction Manager

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Creating Picking Rules

Picking rule

Applies to (Sales order)

Sort criteria (Subinventory)

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Account Aliases

An account alias is an easily recognized Name or label that represents a general ledger (GL) account number.

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Accounting Periods
Open period

Accounting period

Process inventory transactions

Close period Automatic general ledger transfer

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Material Shortage Alerts and Notifications

<
Supply
Demand

Shortage Alert

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Setting Up Shortage Alerts and Notifications

Shortage Alert

Shortage Parameters

Transaction Types

People

Items

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Setting Up for Move Orders

Define the subinventory source type Define approval process parameters Define item transaction defaults Move order timeout action Define the Move order timeout period

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Setup Steps for Move Orders

Define a Planner Designate a Planner Notification list Define Picking Rules Locator Defaults

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Profile Options
Profile Option
INV: Batch Size

Description
Indicates the number of order or delivery lines in a single transaction_batch_id for interfacing of records when Inventory Transaction Manager calls the Shipping API. Determines whether or not a kanban card can be considered filled if the move order created to fill it was only partially transacted. This is the maximum number of processes that will be purged. One worker will be started for each accounting period in the date range specified for the purge.

INV: Fill Kanban on Partial Move Order Receipt

INV: Max # of Txn Purge Processes

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Profile Options (Cont)

Profile Option
INV: Replenishment Move Order Grouping INV: Pick Slip Batch Size

Description
Enables you to create only one move order header per request, with each item having its own item. Determines the number of move order lines allocated during one commit cycle for replenishment move orders, and move order requisitions Determines the number of move orders lines allocated in one commit cycle for WIP component pick move orders.

INV: Component Pick Batch Size

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Profile Options (Cont)

Profile Option
INV: Fill & Kill Move Order

Description
Enables you to close a partially allocated and transacted replenishment move order line Indicates the move order transaction mode. Indicates whether Inventory and Work-in-Process transactions using on-line processing are processed on the server or client side

TP: INV Move Order Transact Form TP: Server Side Online Processing

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Profile Options (Cont)

Profile Option
TP: INV Update Average Cost Form

Description
Indicates the processing control for updating average costs.

TP: Transfer Between Subinventories Indicates the processing control of Form transferring items between subinventories in the Subinventory Transfer window. TP: INV: Miscellaneous Issue and Receipt Form Indicates the processing control of miscellaneous issues and returns in the Miscellaneous Issue window

TP: INV Transaction Processing Mode Indicates the processing control for transacting items.

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Profile Options (Cont)

Profile Option
TP: INV Inter-Organization Transfer form TP: INV Enter Replenishment Count form TP: INV Transaction Date Validation

Description
Indicates the processing control of inter-organization transfers in the Inter-Organization Transfer window. Indicates processing control in the Enter Replenishment Count window. Controls the date that you can enter for transactions

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Profile Options (Cont)

Profile Option
INV: Project Miscellaneous Transaction Expenditure Type INV: Transaction Reasons Security INV: Use Backorder Caching

Description
Governs the entry of expenditure types for project miscellaneous transactions. Enables transaction reason security. Improves performance during pick release by caching backordered items. Receipts that are performed during pick release will not be available for allocation.

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Implementation Considerations for Shortage Checks

Which items should have shortage checks? Which demand sources should be considered as potential shortages? Who should receive shortage messages? How should shortage messages be delivered?

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Implementation Considerations for Move Orders

Do move orders have a time out period? If move orders have a time out period what action do you perform at the end of the time out period? Do you want the system to automatically delete move order allocations when you delete a source order

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Summary

You should now be able to:

Explain transactions and move orders Define transaction managers, transaction types, and transaction reasons Define inventory picking rules Define inventory account aliases Explain how to set up move orders Explain how to open and close accounting periods Explain Alerts Notifications and Reports Set up Profile Options Understand implementation considerations

Copyright 2007, Oracle. All rights reserved.