Oracle Release 11i Training

ORACLE INVENTORY

Course Objectives
Review the new features of the R11i product
Describe the business value of using the new
features
Demonstrate the key features
Discuss the implementation considerations
Explain how the new features work within the product
family
Supplement the R11i new features with hands-on
review quizzes, labs and exercises.

Course Overview

Module Overview
Inventory Structure
Item Setup and Items
Item Classification
Inventory Controls
Inventory Transactions
Inventory Transactions R11i New Features
Inventory Planning and Replenishment

Course Overview (Contd.)

ABC Analysis
Cycle Counting and Physical Inventory
Workday Calendar
Unit Of Measure
Available To Promise (ATP)
Forecasting
Review Exercises
Summary

INVENTORY STRUCTURE

Objectives

Enterprise Structure
Inventory Organization and Parameters
Subinventories
Locators

Enterprise Structure
Human Resources View

Business Group
Legal Entity
Operating Unit
Work areas for:
Inventory/warehousing
Costing
Manufacturing etc.

Enterprise Structure
Accounting View

Set of Books
Legal Entity
Operating Unit
Work areas for:
Inventory/warehousing
Costing
Manufacturing etc.

Enterprise Structure
Business transactions affected by:

Set of Books
Costing Methods
Item Costs
Workday Calendars
Movement Between Inventory Sites
Planning Method
Forecasting
Accuracy Analysis

Inventory Organization
Inventory Organization is the first level of
stratification of inventory items
An Inventory Organization is an inventory location
defined by its set of books, item
and costing
Following Oracle Modules are controlled at the
Inventory Organization level:
Inventory, BOM/ENG, Costing, WIP, MS/MRP

10

Inventory Organization
Following are controlled at Operating
Unit Level
Purchasing, Order Entry, AR, AP

Inventory Organization
Master organization
Child organizations

11

Defining Enterprise Structure

Define Location
Define Business Group
Or use default

Define Set of Books

Define Legal Entities
Define Operating Units
Define Inventory Organizations
Define organization parameters

12

Organization Parameters

13

Organization Code
Definition of a Master Organization
Costing Parameters
Locator Control
Serial Control
Lot Control
Revision Control

Organization Parameters

14

Source Information for Replenishments

Workday Calendar
Exception Set
Demand Class
Perform Reverse Encumbrance

Organization Parameters
Inventory Asset Account Parameters
Inter-organization Transactions & Account
Parameters
Receiving Accounts Parameters
Profit and Loss Account Parameters

15

Organization Parameters

16

Key Flexfields
Facilitate defining of codes using meaningful
segments to codify GL accounts, part numbers, and
other
business entities
Called as key flexfields
Flexible mechanism to define coding scheme without
programming

Defined using the define key flexfields form

17

Sub-Inventory
Logical or physical subdivision of an inventory
organization
Raw inventory, finished goods, or defective material.
All material held in sub-inventories
At least one sub-inventory must be defined

Defined using the define sub-inventory form

18

Sub-Inventory
Sub-inventories can be:

Asset sub -inventories

Expense sub -inventories
Quantity tracked
Non quantity tracked
Can allow/disallow reservations of Items
Can allow/disallow netting of the quantity held in the
sub -inventory
Used in calculation of ATP

19

Sub-Inventory
Sub-inventories can be used to:
Restrict certain items to specific sub--inventories by:
associating items with specific subinventories using item/ sub-inventory form
setting item attributes for restricting
sub-inventories

20

Sub-Inventory

21

Locators
Further optional subdivisions of a sub- inventory
Row, Rack, Bin
Defined using the locator key flex field
Ability to restrict certain items to specific locators

22

Locators

23

ITEM SETUP AND ITEMS

Objectives

25

What is an Item?
Item Types
Item Attributes
Status Attributes
Attribute Controls
Master Organization
Creating Items
Item Templates
Item Relationship
Cross Reference

Item
An Item is:
Any unique manufactured or purchased part,
service, material, intermediate, subassembly, or
product
Item Data
Shared data in Oracle Manufacturing & Oracle Financials
Purchasing, Order Entry, Cost Management,
Bill of Material, Engineering, MRP / MPS,
Work in Process, Receivable , Payable,
Fixed Assets, Sales & Marketing,
Quality, Service etc.

26

Types of Items
Seeded Item Types

27

Standard Component Item

Purchased Item
Internally Ordered Item
Service Items
Finished Goods
Planning Items
Subassembly
ATO Model
ATO Item

Types of Items
Seeded Item Types

28

Kit
PTO Item
Outside Processing Item
Consignment Items
Phantom Item
PTO Model
Option Class
Option Item
Reference Item
Supply Item

Item Type

29

Item Attributes
An Attribute is a property of item controlling the
behavior of an Item in various functional areas and
business processes
Set during item definition
Oracle Inventory uses around 160 Mandatory and optional
attributes for defining items
Attributes can be module dependent i.e. can be set only if
the concerned Oracle Product is installed
For example :Item can be sold by setting attribute Customer
Order Enabled to yes only when OE is installed

30

Item Attributes
Item attributes grouped into groups

31

Main
Inventory
Bill of Material
Costing
Purchasing
Receiving

Item Attributes
Item attributes grouped into groups (contd.)

32

General Planning
MS/MRP Planning
Lead Times
WIP
Order Entry
Service

Item Status Attributes

Item Status Attributes
Item Attributes that enable an item to be visible in key
Oracle modules and enable key functionality for that item

Eight status attributes

Mandatory if the item is to be used in the module

33

Item Status Attributes

Stockable
Allows to store the Item in an asset
sub-inventory

Transactable
Allows to transact the item in Oracle Inventory, Oracle
Order Entry, Oracle Purchasing and Oracle Work in Process

Purchasable
Allows to place the item on a purchase order

BOM Allowed
Allows to create a bill of material for the item

34

Item Status Attributes

Build in WIP
Allows to build the item on a discrete job,
and/or repetitive schedule

Customer Orders Enabled

Allows to place the item on a sales order

Internal Orders Enabled

Allows to place the item on an internal sales order

Invoice Enabled
Allows to create an invoice for the item

35

Attribute Dependencies
Certain attributes depend on each other. For example:

Stockable must be no
if Inventory item attribute is no
Transactable must be no
if Stockable attribute is no
Purchasable must be no
if Purchased item is no
Build in WIP must be no
if Inventory item is no

36

Attribute Dependencies

Certain attributes depend on each other. For example:

Customer order enabled must be no

if Customer ordered item is no
Internal orders enabled must be no
if Internal ordered Item attribute is no
BOM allowed must be no
if Inventory item attribute is no
Invoice enabled must be no
if Invoice item attribute is no

37

Attribute Controls
Two types of Controls for Item attributes
Status Control
Only for control of item status attributes

Attribute Control Level

Can be used for almost all item attributes

38

Item Status Control Attribute

Used to set the group of 8 status attributes by
defining status codes and using status codes to
update the status attributes

39

Item Status Control Attribute

For example, a status code of Active
could specify

40

Stockable
Transactable
Purchasable
Build in WIP
Customer ordered
Internal orderable
BOM allowed
Invoice enabled

Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

Item Status Control Attribute

A Status of Obsolete could specify

41

Stockable
Transactable
Purchasable
Build in WIP
Customer order
Internal order
BOM allowed
Invoice enabled

Yes
No
No
No
No
No
No
Yes

Item Status Control Attribute

When a user changes the status of an
item from active to inactive, inventory will
immediately update the 8 attributes as per their
status control settings
Status control settings
Not used
Defaults Value
Sets Value

42

Define Item Status

43

Attribute Control Level

Attributes define functionality of an item in various
organizations
Different item functionality may be required in
different organizations
Example:
An item may be a sales item in a distribution
center but it would be an assembly in the manufacturing
organization
Its primary unit of measure could be same in all
organizations

44

Attribute Control Level

Attribute control allows user to standardize the level
at which each attribute is controlled
Master level
Used for attributes that typically have the same value for an
item in all inventory organizations

Organization level
Used for attributes having different values in different
organizations

45

Attribute Control Level

46

Attribute Control Level

Attribute control form applies to all inventory
organizations in the Installation
Attribute Control Level Applies to all Items using
the specific attribute

47

Item Master Organization

Like any other inventory organization;
Can be used for all purposes for which an inventory
organization can be used
Desirable to use it only for defining Items
Multiple Item master organizations can be defined but each
inventory organization can have only one master or it is
defined as its own master
Used to specify Attribute Control Levels
Each Item can have different attribute settings for different
organizations in which it is defined

Copying of Items from an item master organization to

another master organization is not allowed directly

48

Defining Master Items

Done using the Define Master Item Form
Inventory automatically locates the correct master
organization of your current inventory organization

49

Defining Master Items

50

Defining Organization Items

Used to specify item attributes in inventory
organization where the item is going to be used
Done using the organization assignment feature in
the special menu of the define master item form
Enable the item in the desired organizations by checking
the boxes
The specific attributes for each organization are set by
selecting the organization and using organization attributes
Only those attributes that are controlled at Organization
level are updatable

51

Organization Assignment

52

Item Templates
Used to define attribute settings for generic item
types
Oracle provides pre-defined item templates
Can be updated or modified
Custom / new templates can be defined

Items can be defined by:

Providing the template reference while defining items
Using previous item definitions as templates for new items
Multiple templates can be applied in succession to the
same item

53

Item Templates
Custom item templates defined using define item
template form
Custom templates specific to an inventory
organization can be defined
Template defined for an organization can only be used in
that organization

54

Item Template

55

Item Cross-Reference
Item Cross-Reference
Item Cross-Reference allows cross referencing of Inventory
item codes to other codification schemes such as
Old and new item codes
User names and item code relationships
Used mainly for reporting purposes

Item Cross-References are defined in the Define CrossReferenced Type form

56

Item Relationships
Used to improve purchasing management and item
searching capabilities
Types of Item Relationships

57

Item Cross-References
Substitute Items
Related Items
Manufacturer Part Number
Customer Items

Item Relationships
Used to define whether items are substitutes of
each other or if there is some non-specific
relationship between them
Allows usage of substitute relationships in purchasing to
order and receive Item substitutes
Non-specific relationships used mainly for reporting
purposes
Can be reciprocal

Defined using the Item Relationships form

58

Manufacturer Part Number

Manufacturer Part Number
Used to link item definitions in inventory to the
corresponding Manufacturers Part Numbers for
use in reports and forms

Defined using the define Manufacturer Part Number

form by Manufacturer or by Item

59

LAB 1

Inventory Setup

How do you set up multiple sites under one Oracle

Inventory Organization, when you want to track
inventory for shipments between these sites?
How many child organizations can be associated
with a master organization?
What is an item attribute? Give an example.
What is an item attribute group?
Two inventory organizations have different UOM. At
what level would you set the Primary UOM
attribute?

60

LAB 1

Inventory Setup (contd.)

Create an item template XX_PUR_TEMPLATE for

purchased items.
Create a Purchased item XX_PUR_ITEM1 in using
above template.
Enable above item to 2 child organizations.
Create one more item XX_PUR_ITEM2 using item
XX_PUR_ITEM1.
Define substitute relationship for above items.

61

ITEM CLASSIFICATION

Objectives

63

Item Classification & Cataloging

Item Categories
Category Sets
Usage of Categories

Item Catalogs
Catalog is a group of items that share common
characteristics.
Catalogs descriptive elements can be used as
search criteria for items.
An item catalog group can have any number of
descriptive elements.
When an item is assigned to catalog group,
descriptive elements values can be set.

64

Assign Item to Item Catalog Group

65

Item Categories
Used to group items for querying, reporting,
accounting, assigning responsibility purposes
Accomplished by defining category sets
and categories
A Category is a logical classification of items that have
similar characteristics
A category set is a logical grouping of categories

Category set is a flex field structure

Can have multiple segments

66

Item Categories
Each item should belong to at least one category
set
Each item can belong to many categories
Each category can have many items
A category set can have many categories

67

Item Categories

68

Assign Item to Categories

69

Item Categories
Used in various Oracle Modules to:
Specify a group or groups of Items for submission of
various programs, reports, screens and queries
Assign default overhead rates to specific category of Items
Summarize demand history and generate forecasts for a
group of Items
Perform min-max planning and reorder point planning for a
range of Item categories

70

Item Categories
Used in various Oracle Modules to:
Calculate lead times for Items within a category
Schedule orders and update price lists for Items in a
category
Group purchase orders by Item category
Receive Items that belong to a particular category
Schedule sales order lines by Item category
Prorate discounts across Item categories

71

Category Flex-field
Implementation of Category and Category Sets Key
Flexfields is a mandatory step
Different category set structures can be designed to
fulfill unique grouping requirement

For Warehouse
For Purchasing
For Accountants
For Order Entry

Each Category Set can have a different Flexfield

Structure to satisfy unique needs

72

Default Category Set

Used to specify the default category set for each of
following functional areas

Inventory
Purchasing
Order Entry
Engineering
Cost Management
Service
Planning

Used for automatically defaulting categories for the

item in these modules

73

Default Category Set

74

LAB 2

Item Classification

Define two categories.

Define a category set and include above
categories. Make one of them default for the set.
How many categories can you assign to an item?

75

INVENTORY CONTROLS

Objectives
Understand and implement Inventory controls
Describe Lot and Serial Number Control on item
Understand stock locator control
List different types of controls in Oracle Inventory

77

Item Controls in Oracle Inventory

Inventory Controls

Lot
Control

78

Serial Number
Control

Locator
Control

Revision
Control

Lot Control

Used for tracking a specific batch of items identified

by a number
Method referred to as Lot control
Applies to a batch of items you might receive,
manufacture, or ship to a customer
Lot number in inventory can be manually entered or
generated automatically
Used in
Inventory , OE, WIP

79

Lot Control
Uniqueness
Unique lot number for items across all inventory
organization
No uniqueness requirement

Numbering scheme
Combination of prefix and a number

80

Generated at item level or

Inventory organization level or
Can be user entered
Cosmetic features available

Item Setups for Lot Control

Used during transactions
Lot Control for a specific item
No Control
Full control

Define Shelf Life Control

No shelf life control
Shelf life days
User defined shelf life

Lot based picking rules

81

Serial Number Control

Used for tracking each unit of an item and
its disposition
Provides the tightest control on items
Assigns a unique serial number to individual units
of an item
Tracks its inventory movement very closely

82

Serial Number Control

Uniqueness
Unique serial number for items across all inventory
organizations
Unique serial number for items within an inventory
organization
Unique serial number for items within inventory items

83

Serial Number Control

Numbering scheme
Combination of prefix and a number
Generated at item level or
At inventory organization level

84

Item Setups for Serial Control

Used during transactions

No serial control for item

Use pre defined serial numbers
Dynamic entry at inventory receipt
Dynamic entry at sales order issue

Uses the prefix and starting number to generate

serial numbers

85

Locator Control
Used for numbering physical locations / addresses
in a sub-inventory
Often to restrict item transactions to or from specific
locations

Implemented by:

86

Defining stock locator flexfield structure

Defining locators (Predefined / dynamically)
Associating sub inventories and locators
Associating items to sub-inventory / locator combinations

Locator Control
Uniqueness
Locators (based on segment combination) are always
unique in an inventory organization and can be setup for
uniqueness across organizations

Locator control level

Entire Inventory organization can be under locator control
Only specific sub-inventories can be under locator control
Only specific items in a sub-inventory may be under locator
control
No locator control

87

Locator Control
Items can be restricted to specific sub-inventory /
locator combinations for transactions by:
Setting up locator control for items to be restricted in item
attributes
Specifying restrict sub -inventories and restrict locators in
item attributes for those items concerned inventory
organization attributes
Defining sub-inventory and locators in those subinventories
Associating items with sub-inventory / locator combinations
using the item/sub-inventory form

88

How To Implement Locator Control

Define Stock Locator Flexfield

Choose Locator Control Option AT:

1. Organization Level
2. Sub-inventory Level
3. Item Level

Define Sub-inventories
Define Locators
Enter Locator Information
when Performing Transactions

89

Inventory Controls

90

LAB 3

91

Inventory Controls

Define an item that is under locator control.

Define two locators for any subinventory.
Define an item that is under lot control.
Define another item that is under lot and self life
control.
Create a miscellaneous receipt for three units of
each of the two items that you just defined.
Define an item that is under predefined serial
number control.
Predefine 5 serial numbers for above item.
Create miscellaneous receipt to receive 3 units of
the this item.

INVENTORY TRANSACTIONS

OBJECTIVES
Definition Inventory Transaction
Transaction Setup

Transaction Types and Source Types

Transaction Actions
Transaction Managers
Inventory Accounting Periods

Identify different transactions

Receiving Transactions
Sub-Inventory Transfers
Inter-Org Transfers
Miscellaneous transactions
WIP Material Transactions
Shipment Transactions
RMA

Transaction Inquiries
93

Inventory Transactions
An inventory transaction is:
Any business event/process that results in changes to
either quantity or value of items
Used to control the flow of material in the organization

A transaction could be:

The receipt of returned material from a vendor or subinventory or organization
The inspection and issue of material
The movement of material from one physical/logical source
of inventory to another inventory or to and from the shop
floor
Cost update

94

Inventory Transactions
A transaction could be:
A transfer of material between warehouses, between
manufacturing facilities, or between stockrooms
A shipment of finished goods to the customer

The impact of transactions can be verified, viewed,

or tracked through different screens and reports in
Oracle Inventory such as:
Material transactions, transaction distribution screen
On hand quantity, storage location of item

95

Inventory Transactions
Change in Physical/Logical
location of material

When do
transactions
occur?

Change in quantity
of item(s)

Change in accounted
value of item(s)

Generation of Accounting
Transaction to support
the Parent Transaction

96

Transaction Types
Oracle inventory supports a large number of
standard (36) transaction types to satisfy various
business needs for inventory control
Transaction types can be customized or new
transaction types created
Transaction type defined using
Transaction source type
Transaction action
Transaction types form

97

Transaction Source Types

Indicates the entity originating the transaction
Oracle provides system defined transaction sources which
can be customized
User can create user defined transaction sources
Using the transaction source type form

98

Transaction Source Types

Pre-defined transaction sources:

Purchase Order
Sales Order
Account
Job or Schedule
Account Alias
Internal Requisition

99

Transaction Source Types

Pre-defined transaction sources:
Internal Order
Cycle Count
Physical Inventory
Standard Cost Update
RMA (Return Material Authorization)
Inventory

100

Transaction Source Types

101

Transaction Actions
Specifies the result of the transaction action
Oracle provides pre-defined transaction actions
Only names can be customized but not the effect of the
action

Pre-defined actions

102

Issue from stores

Sub-inventory transfer
Direct organization transfer
Cycle count adjustment

Transaction Actions
Pre-defined actions:

103

Physical inventory adjustment

Intransit receipt
Intransit shipment
Cost update
Receipt into stores
Delivery adjustments
WIP scrap transaction

Transaction Actions
Pre-defined actions:

104

Assembly completion
Assembly return
Negative component issue
Negative component return

Transaction Types Screen

105

Transaction Managers
The transaction managers execute the following
processes:

106

Material transaction
Demand reservation
Move transaction
Resource cost transaction
Material cost transaction

Transaction Managers

107

Inventory Accounting Periods

108

Inventory Transactions
Inventory transactions fall in following broad categories:

109

Receiving Transactions
Sub-inventory Transactions
Move Orders
Inter-organization Transfers
Miscellaneous Transactions
WIP Material Transactions
Shipment Transactions
Return Material Transactions

Receiving Transactions
Used primarily for receiving against supplier
purchase orders
Materials received into an inventory location

Transaction type used is Receive into Stores

Increases the on hand quantity in sub-inventory and locator
Oracle also increases the appropriate inventory values
Generates material distributions as specified in the PO
Distributions
Reduces the open PO quantity

110

Receiving Transactions

111

Sub-Inventory Transfers
Used primarily to transfer material between
Two sub-inventories or
Two locators of a sub-inventory of an inventory
organization

Allowed transactions controlled by

Settings of sub-inventory
Asset / expense

Item type settings

Asset / expense

112

Sub-Inventory Transfers

113

Sub-Inventory Transfers

114

Inter-Organization Transfers
Inter-Organization Transfers
Used to move material between two inventory
organizations within an operating unit
Requires defining shipping networks between them
Types :
Direct transfer
In transit transfer

115

Inter-Organization Transfers
Direct Transfer - issuing and receiving transactions
performed simultaneously
Immediately reflected in the system quantities

In-transit Transfer - a two-step process

First, the material is issued out of the shipping organization
and into in-transit inventory
On arrival at the destination,a normal receiving transaction
is performed to destination
Shipment information can be kept up to date while in transit

116

Inter-Organization Transfers

117

Inter-Organization Transfers

118

Inter-Organization Transfers
Used widely for replenishment of Inventories
Min-max or reorder point planning creates internal requisitions
Fulfilled by requesting an inter-organization transfer
Requires Purchasing, Order Entry in addition to Inventory for
internal order processing

119

Miscellaneous Transfers
Miscellaneous transfers are used to perform any
miscellaneous issues out or receipts into inventory
To perform receipts other than against a PO to a vendor
Creates distributions directly to the sub-inventory and other
specified account numbers or account aliases

120

Miscellaneous Transfers

121

Miscellaneous Transfers

122

WIP Material Transactions

WIP Material Transactions
Are used to perform shop floor related tasks like:
Pushing components to jobs / schedules from inventory
issue components for a complete job, individually or by
department or based on specific routing operation

Forms for executing these transactions are found in WIP

123

Shipment Transactions
Shipment Transactions
Used to fulfill customer orders
Through the Ship Confirm

124

Return Material Authorizations

Return Material Authorization
Used for authorizing return of products sold to
customers
Entered in Order Entry
Customer return received in Inventory

125

Receiving
Transaction
Shipment
Transaction

WIP Material
Transaction

Inventory
Transactions
InterOrganization
Transfer

Miscellaneous
Transfers

Return Material
Transaction

126

Sub-inventory
Transfers

Transaction Inquiries

127

View Material Transaction

View Transaction Summaries
View Pending Transactions
View Material Transaction Distributions

Transaction Inquiries (Material

Transactions)

128

Common Features
Control and Validation

129

Revision control validation

Sub-inventory restriction validation
Stock locator control and locator restriction validation
Lot control validation
Serial number control validation
Item status validation
Transaction date open period validation

Common Features
Screen Supports:

130

Multi-line orientation
Multiple units of measure with item primary UOM default
Item description display
Descriptive flex fields
Transaction reason codes
Transaction reference
Negative inventory parameter validation
Quantities displayed in UOM
Dynamic on-hand quantity and available quantity display
Available quantity = on-hand quantity - reservations

LAB - 4

Inventory Transactions

Define a transaction type

XX_RECV_TRANS_TYPE to receive items. If
needed create a new source type also.
Perform a transaction with above transaction type.
Transfer item XX_ITEM from a subinventory
XX_SUB1 to XX_SUB2 (within same organization).
Perform an inter-org transfer to an organization that
require intransit inventory.

131

INVENTORY TRANSACTIONS
R11i New Features

OBJECTIVES

Move Orders
Material Shortages
Serial Genealogy

133

Move orders
Move orders
Used for moving stock within an inventory organization as
a better managed material flow
Traditionally done using Miscellaneous transactions, account
transfers or sub inventory transfers
Previously a one step activity providing no visibility, planner
intervention or documentation

Defined as separate transaction types and there fore can

be transacted through the Material transaction open
interface
Result in either an account issue or sub inventory transfer

134

Move orders
Move orders
Faster and managed inventory movement
User can request a move order which gets sent to a picker for
actual execution
Replenishment mechanisms can auto trigger move orders

Integrated to Picking
Move orders utilize the same mechanism of pick slips and
inventory visibility as a sales order

APIs
APIs allow move orders to be transacted through mobile
devices

135

Move orders Types

Move order types made available in 11i

Move order requisition
Manually created
The request can be for subinventory transfer or account
transfer
The requisition can go through a workflow approval process
before it becomes a move order (optional)
Two or three step process
Create move order
Detail move order
Transact move order

Print move order pick slip before or after transacting

Sub inventories affected only after Transacting

136

Move orders Types

Move order requisition (Contd.)

Ability to transact through mobile devices
Using the open transaction interface API

Approval handled through workflow

Indicated by setting the approval time out period in
organization parameters window along with time out action
Planner can be notified if one is associated with the item
Individuals in the notification list attached to source and
destination sub inventories can be notified of planner
approvals
Notifications accessed through the viewer

137

Move orders Types

Move order types made available in 11i
Replenishment move order
Can be automatically created by Kanban replenishment, Min
Max, or replenishment count process
Pre approved with a transaction type of sub inventory transfer

A sub inventory type replenishment source needs to be

specified at the kanban pull sequence level for kanban
planned items

138

Move orders Types

Replenishment move order (Contd.)
A sub inventory type replenishment source needs to be
specified at any of the following levels for replenishments
using min max planning / replenishment counts
Master/Org item level
Sub inventory level
Item/Sub inventory level

139

Move orders Types

Move order types made available in 11i
Pick wave move order
To be made available with release of order management
Used for staging material to a staging location (set up as a
subinventory) from source location after Pick release process
Effectively a sub inventory transfer
Is Pre approved

140

Move orders Process

Move order creation
Manually create a Requisition move order
Other move orders generated automatically

pick release
kanban replenishment
min max
replenishment count report

Header
Stores the move order source type , default source and destination ,
requested date

Line
Stores item , requested quantity , source , destination , any specific
serial or lot information

Line Detail
Auto Filled during detailing or entered manually

141

Move Order

142

Move orders Process

Move Orders detailing
Creation of line details suggesting inventory transactions
needed to fulfill the move order
Occurs by clicking the Location details button
Uses picking rules set up at organization or item level to
suggest source locators
Destination details have to be specified at the time of
request entry, otherwise uses item subinventory locator
default
Line details are considered as pending transactions and
the quantity taken away from the availability picture
Desist from detailing a move order line till ready to transact

143

Move orders Process

Move Orders Approval
Uses Workflow
Item Planner receives notification for approval

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Move orders Setups

Set up steps for move order
Set up organization level time outs (length of time the move
orders are allowed to sit in pending approval status) and
default approval actions
After one timeout reminder sent to approver
After two timeouts , preset time out action performed
If time out period is 0 , order is auto approved

Define planners
Associate planner with items.
If no planner then move order auto approved

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Move orders Setups

Set up steps for move order
Create notification lists
email is sent to the ECO approval list attached to the move
order source and destination subinventory

Attach notification lists to sub inventories

Set up inventory picking rules
Use standard Oracle Inventory picking rules

Set up item-sub inventory locator defaults

If the item is locator controlled then the location to be
specified at the time of move order request

Set up min max planning

Set item sourcing to sub inventory
Set up kanban planning

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Move Order Setup - Organization

Parameters

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Move Order Setup - Create Notification

List

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Material shortages
Purpose
To inform receiving personnel about potential cross
docking opportunities for incoming material to alleviate
shortages else where by
Enabling shortage monitoring for items
Receiving real time messages at receiving time of items that
may be in short supply using
Alerts or
Workflow notifications

Viewing potential shortages

Viewing actual shortages
No automation of cross docking

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Material shortages
Enabling shortage monitoring for items
Set up shortage parameters
Enable item for shortage messages
Enable the desired transaction types for shortage
notifications

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