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11i Overview of Defining and Maintaining

Items

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Objective

After completing this module, you should be able to


do the following:
• Explain items
• Explain the Oracle Inventory organization
structure
• Explain how to define items.
• Explain item statuses and attributes
• Explain item templates
• Explain the purpose of organization
assignments
• Explain deletion constraints

Copyright © 2005, Oracle. All rights reserved.


Agenda

• Overview of Items
• Overview of Organizations and Organization
Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

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Items

What is an Item?

Component Service

Assembly

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Agenda

• Overview of Items
• Overview of Organizations and
Organization Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

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Oracle Organization

Set
Legal Entity Vision Ops of
Books

Operating Unit Vision Ops

V1
Master Organization

D2 M1 M2

Inventory Organizations

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Inventory Organizations

Subsidiary

Company Warehouse

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Defining Organizations
Operating Unit
(Set of Books and Legal Entity)

Master Inv Org

Inventory Inventory
Organization A Organization B

Subinventory Subinventory Subinventory Subinventory

Locator Locator Locator Locator Locator

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Agenda

• Overview of Items
• Overview of Organizations and Organization
Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

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Defining Items in Item Master

Master Organization
V1

Child Organization Child Organization Child Organization


M1 M2 D1

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Steps to Setup, Define, and Maintain
Items
Choose Item Attribute Control Levels

Define Define Create Define


Define Status
UOMs Categories Templates Catalogs
Control Levels
Define
Category
Define
Sets
Statuses
Define
Default
Category Sets

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Defining Items

Copy templates

Copy items

Enter attribute values

Enable in child organizations

Update organization level attributes

Define item costs

Copyright © 2005, Oracle. All rights reserved.


Agenda

• Overview of Items
• Overview of Organizations and Organization
Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

Copyright © 2005, Oracle. All rights reserved.


Item Attributes

Item

Attributes

Serviceable Weight

Plan Buy Make

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Item Statuses and Attributes

Status Attributes are item attributes that enable key


functionality of an item.

Status Attributes

Invoice Enabled =
BOM Allowed = Yes
Item Status Yes

Build in WIP = Yes Transactable = Yes


Active
Customer Orders
Purchasable = Yes
Enabled = Yes

Internal Orders
Stockable = Yes
Enabled = Yes

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Item Attribute Groups

General Planning Main


MPS/MRP Planning Inventory
Purchasing Receiving
Invoicing Physical Attributes

Order Management Asset Management


Lead Times Service
Bills of Materials Web Options

Work In Process Costing

Copyright © 2005, Oracle. All rights reserved.


Agenda

• Overview of Items
• Overview of Organizations and Organization
Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

Copyright © 2005, Oracle. All rights reserved.


Creating Item Templates

• If you regularly define items that share the same


values for a number of attributes, you may want
to define item templates to avoid duplicating
effort.
• An item template contains values for any
number of item attributes. Oracle Inventory has
several predefined templates that you can use to
define and update items. You may also define
your own item attributes.

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Enabling Attributes in a Template

• You can enable attributes and assign them


values in each template that you create.
• When you apply a template to an item, Oracle
Inventory updates only the attributes that are
enabled for the template.
• You can define templates with relatively few
attributes enabled because you can apply more
than one template to define one item.

Copyright © 2005, Oracle. All rights reserved.


Agenda

• Overview of Items
• Overview of Organizations and Organization
Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

Copyright © 2005, Oracle. All rights reserved.


Organization Assignment and
Organization Item

Master Organization
Item # AC2967

Assign Item Assign Item Assign Item

Child Org 1 Child Org 2 Child Org 3

Copyright © 2005, Oracle. All rights reserved.


Agenda

• Overview of Items
• Overview of Organizations and Organization
Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

Copyright © 2005, Oracle. All rights reserved.


Deletion Constraints and Deletion Groups

• If you want to enforce specific business rules


and add custom checks before you can delete an
item, you must define item deletion constraints
to supplement the standard predefined item
deletion conditions.
• You can delete items that have incorrect attribute
information. For example, if you make a mistake
in entering an item number, use the Deletion
Groups window to delete the item.
• If you decide to purge the item immediately after
defining it and before using it anywhere in the
system, you will be able to delete it.

Copyright © 2005, Oracle. All rights reserved.


Agenda

• Overview of Items
• Overview of Organizations and Organization
Structure
• Overview of Defining Items Process
• Overview of Item Attributes and Statuses
• Overview of Item Templates
• Overview of Organization Assignment
• Overview of Deletion Constraints
• Summary

Copyright © 2005, Oracle. All rights reserved.


Summary

You should now be able to:


• Explain items
• Explain the Oracle Inventory organization
structure
• Explain how to define items.
• Explain item statuses and attributes
• Explain item templates
• Explain the purpose of organization
assignments
• Explain deletion constraints

Copyright © 2005, Oracle. All rights reserved.

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