11i Inventory Controls Fundamentals

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 Objectives

After completing this module, you should be able to

do the following:
• Define Subinventories
• Define locator control
• Define revision control
• Define lot control
• Generate serial numbers
• Recognize Implementation Considerations

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 Agenda

• Overview
• Defining Subinventories and Locator Control
• Defining Revision Control
• Defining Lot Control
• Defining Serial Number Control
• Recognize Implementation Considerations
• Summary

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 Inventory Control Overview
Subinventory

Revision Control Locator Control

Lot Control Serial Control

Item AS5222
Serial #5847329

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 Agenda

• Overview
• Defining Subinventories and Locator Control
• Defining Revision Control
• Defining Lot Control
• Defining Serial Number Control
• Recognize Implementation Considerations
• Summary

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 Defining Subinventories

Subinventory
– Physical or logical separation of material
– You must define at least one subinventory for
each organization

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 Subinventory-Locator Relationship

With locator control Without locator control

Subinventory: BULK Subinventory: FROZEN

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 Locator Structuring

• You can restrict the life of any given Stock

Locator by assigning an Inactive On date.
• You can limit a Stock Locator by Volume,
including size and weight.
• You can limit a Stock Locator by Dimensions,
including Height, Width, and Length.

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 Locator Control Reports

Locator Quantities Report Locator Listing Report

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 Guided Demonstration Overview:
Defining Subinventories

In this demonstration the instructor illustrates how to

create subinventories.

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 Practice Overview:
Defining Subinventories

In this practice you will learn how to create

subinventories.

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 Guided Demonstration Overview
Setting Up Locator Control

In this demonstration the instructor illustrates how

to set up locator control for one of your items.

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 Practice Overview
Setting Up Locator Control

In this practice you will learn how to set up locator

control for one of your items.

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 Agenda

• Overview
• Defining Locator Control
• Defining Revision Control
• Defining Lot Control
• Defining Serial Number Control
• Recognize Implementation Considerations
• Summary

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 Revision Control

Item # AS5488 Item # AS5488

B&W Display Device Color Display Device
Revision A Revision B

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 Agenda

• Overview
• Defining Locator Control
• Defining Revision Control
• Defining Lot Control
• Defining Serial Number Control
• Recognize Implementation Considerations
• Summary

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 Lot Control

Lot controlled item Item without lot control

Item AS3339 Item AS1129

Lot# C1498

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 Lot Number Purging

• You can purge all lot transaction information

from your current organization. The
transactions must be in closed accounting
periods.
• Purging lot transactions eliminates information
used in lot reports and inquiries.

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 Maintaining Lot Information

Lot Controlled Items with Expiration

Item AS3339 Item AS3339

Lot# C1498 Lot# C1498.1
Expires 15-Jun-2007 Shelf Life Days = 44

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 Cycle Counts Under Lot Control

• The cycle count listing includes the lot numbers

of the items to be cycle counted.
• You must assign lot numbers to all items under
lot control for which you enter counts.
• If there is a difference between the cycle count
quantity and the system on-hand quantity,
Oracle Inventory adjusts the item quantity in
that lot.

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 Physical Inventory Under Lot Control

• Oracle Inventory includes the lot numbers of

the items to count in your physical inventory
when generating tags.
• You must assign lot numbers to all items under
lot control for which you enter counts in the
Physical Inventory Tag Counts window.
• If there is a difference between the count
quantity and the system on-hand quantity,
Oracle Inventory adjusts the item quantity in
that lot.

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 Disabled Lots

• Disabling a lot prevents

it from appearing in a list
of values when

•
performing receipt
transactions.
A lot number is valid and
X
accepted when entered
even though it does not
appear in the list of
values.

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 Lot Control Reports

Lot Transactions Register

Supplier Lot Trace Report

Expired Lots Report

Item AS3339
Lot# C1498
Expires 15-Jun-2007

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 Agenda

• Overview
• Defining Locator Control
• Defining Revision Control
• Defining Lot Control
• Defining Serial Number Control
• Recognize Implementation Considerations
• Summary

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 Generating Serial Numbers

Item AS5222 Item AS5488

Serial #5847329 Serial #005363
Predefined At inventory receipt

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 Maintaining Serial Numbers

• You can use the Serial Numbers window to

update supplier information associated with
your serial numbers.
• You can view all the serial numbers you
created in your current organization.
• You can view location and status information
and update supplier information associated
with your serialized units.

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 Serial Genealogy

• Enables you to view the composition and

transaction history of a serial-controlled item
through a graphical user interface.
• Includes all material transactions within an
organization.
• Enables you to trace serial numbers from an
assembly to all components.
• Enables you to trace serial numbers from a
component to a final assembly.

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 Serial Number Control Reports

Serial Number Transactions Serial Number Detail Report

Register

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 Guided Demonstration Overview:
Revision, Lot, and Serial Controls

In this demonstration the instructor illustrates how

to set up revision, lot, and serial controls.

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 Practice Overview:
Revision, Lot, and Serial Controls

In this practice you will learn how to set up

revision, lot, and serial controls.

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 Agenda

• Overview
• Defining Locator Control
• Defining Revision Control
• Defining Lot Control
• Defining Serial Number Control
• Recognize Implementation Considerations
• Summary

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Locator Flexfield Structure

M1 Seattle M2 Boston

Row 1A Row 1A

Rack 1A Rack 1A

Bin 1A Bin 1A

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 Changing Locator Control

Item Expires

Locator controlled Item

Uncontrolled item
Expires 12/01/02

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 Transacting Controlled Items

Lot Controlled Item

Transact Item

Raw Materials Finished Goods

Subinventory Subinventory
Lot Controlled Item Lot Controlled Item

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 Agenda

• Overview
• Defining Locator Control
• Defining Revision Control
• Defining Lot Control
• Defining Serial Number Control
• Recognize Implementation Considerations
• Summary

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 Summary

You should now be able to do the following:

• Define Subinventories
• Define Locator Control
• Define Revision Control
• Define Lot Control
• Define Serial Number Control
• Recognize Implementation Considerations

Copyright © 2005, Oracle. All rights reserved.