Oracle Inventory Traning - Complete

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Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose.

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Training Guide

Oracle EBS R12 Inventory

Oracle Inventory is a global repository for part number data and on hand balances. Oracle Inventory is member of the Supply Chain product family which streamlines operations within procure to pay, order to cash, logistics and reverse logistics (including returns, repairs and maintenance) processes. Oracle Inventory provides a single repository of inventory data for all business purposes including manufacturing, distribution, service, repair and spares, consigned inventory (both from suppliers and to customers), vendor managed inventory, in transit inventory and more. This eliminates the need to maintain inventory information across disparate systems. Oracle Inventory uses the receipt to issue process to manage your inventory. When inventory arrives in your warehouse you receive it. After you receive inventory, you can transfer it within your organization or to another organization. Finally, you can issue material out of Oracle Inventory.

Upon completion of this module, you will be able to: • Create an item.

• Create and assign categories. • Process transactions.

• Reserve material. • View on-hand material. • Process replenishment counts. • Perform kanban processes. • Maintain accounting periods. • Perform ABC analysis.

• Define and perform a cycle count. • Define and perform a physical inventory.

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Training Guide

Oracle EBS R12 Inventory

Inventory Setup

In this lesson, you will learn how to configure parts of Oracle Inventory that you use in day-to-day operations.

Upon completion of this lesson, you will be able to: • Define subinventories.

• Define stock locators. • Define organization access. • Define shortage parameters.

• Define interorganization shipping networks. • Define shipping methods.

Defining Stock Locators

You use locators to identify physical areas where you store inventory items. Locators may represent rows, aisles, or bins in warehouses. You can track item quantities by locator and transact items into and out of locators. You can restrict the life of locators as well as define locator dimensions.

There are many different types of locators. Locators are segregated by their different uses. Locators are used as packing stations, dock doors, receiving locations, storage locators, consolidation locators, staging lanes, and inspection stations.

In this example, you will create a storage locator for a finished goods subinventory.

Procedure

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Step Action 1

.

Begin by navigating to the Stock Locators page. Click the vertical scrollbar.

2 .

Click the Inventory link.

3 .

Click the vertical scrollbar.

4 .

Click the Setup: Stock Locators link.

5 .

Use the Find Locators page to find existing locators and start the process to create new locators.

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Step Action

6 .

Click the New button.

or

Press [Alt+N]. 7

.

You use the Stock Locators page to define new locators. You enter the row, rack, and bin information for the locator as well as the locator type, material status, and

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.

Click in the Locator field.

9 .

You cannot use the same locator names within any two subinventories within the same organization.

1 0 .

Enter the desired information into the Locator field. Enter "S.1.1".

1 1 .

Click the Type list.

1 2 .

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Step Action

1 3 .

Click the Storage Locator list item.

1 4 .

The Status is the material status for this locator. Material status controls the enabled transactions for all material that resides inside the locator.

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5 .

Click in the Status field.

1 6 .

Enter the desired information into the Status field. Enter "Active".

1 7 .

This is the subinventory in which the locator resides.

1 8 .

Click in the Subinventory field.

1 9 .

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Step Action

2 0 .

Click the Save button.

2 1 .

You have completed the Defining Stock Locators procedure. End of Procedure.

Defining Shortage Parameters

A material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material. You can enable the system to send material shortage alerts and notification whenever a material shortage occurs in an organization.

In this example, you will determine the WIP and Order Management shortage parameters for one of your organizations.

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.

Begin by navigating to the Shortage Parameters page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Setup: Shortage Parameters link.

5

. You use the Shortage Parameters page to set shortage parameters for your organization. You use the Work in Process tab to set the material shortage parameters for work in process.

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Step Action

6 .

Click the Check Shortages option.

7 .

When enabled, the system includes all jobs and schedules with the status Released, whose scheduled start date is overdue in the material shortage check.

8 .

Click the Released option.

9 .

This is the number of days after the start date until the job is included in the material shortage check.

1 0 .

Click in the Released Jobs: Days Overdue field.

1 1 .

Enter the desired information into the Released Jobs: Days Overdue field. Enter "1".

1 2 .

When enabled, the system includes all jobs and schedules with the status Unreleased, whose scheduled start date is overdue in the material shortage check.

1 3 .

Click the Unreleased option.

1 4 .

This is the number of days after the start date until the job is included in the material shortage check.

1 5 .

Click in the Unreleased Jobs: Days Overdue field.

1 6 .

Enter the desired information into the Unreleased Jobs: Days Overdue field. Enter "1".

1 7

When enabled, the system includes all discrete jobs with a current operation before an operation that has assigned open material requirements in the material shortage check.

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8 .

Click the If operation before assigned operation is due option.

1 9 .

Click the Released option.

2 0 .

Click in the Released Schedules: Days Overdue field.

2 1 .

Enter the desired information into the Released Schedules: Days Overdue field. Enter "1".

2 2 .

Click the Unreleased option.

2 3 .

Click in the Unreleased Schedules: Days Overdue field.

2 4 .

Enter the desired information into the Unreleased Schedules: Days Overdue field. Enter "1".

2 5 .

When enabled, it includes all repetitive schedules with a current operation that has an open material requirements in the material shortage check.

2 6 .

Click the If assigned operation is due option.

2 7 .

When enabled, excludes all components with the supply type Bulk from the material shortage check.

2 8 .

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Step Action

2 9 .

When enabled, excludes vendor-supplied components from the material shortage check.

3 0 .

Click the Supplier Components option.

3 1 .

Click the Component Planner option.

3 2 .

Click the Assembly Planner option.

3 3 .

Click the Component Buyer option.

3 4 .

Click the Job/Schedule Creator option.

3 5 .

Click the Order Entry tab.

3 6 .

When enabled, checks shortages for sales orders. A sales order is considered overdue when the pick wave move order is unfulfilled.

3 7 .

Click the Check Shortages option.

3 8 .

Click the Item planner option.

3 9

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0 .

4 1 .

You have completed the Define Shortage Parameters procedure. End of Procedure.

Defining Shipping Methods

Shipping methods are the way you ship material. When you create a shipping method, you must enable it before you can use it in a shipping network.

In this example, you will define the shipping method DHL for your organization.

Procedure

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Step Action

1 .

Begin by navigating to the Application Utilities SHIP_METHODS page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Setup: Shipping Methods link.

5 .

You use the Applications Utilities: SHIP_METHOD Lookups page to determine the short codes that you use for shipping.

Step Action

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.

This is alphanumeric decode that describes the shipping method. The system uses this code in the list of values for the shipping method field in the Inter-org Shipping Methods window. You cannot change the value in this field after you save it. To remove an obsolete code you must disable code, enter and end date, or change the meaning and description to match a replacement code.

8 .

Click in the Code field.

9 .

Enter the desired information into the Code field. Enter "000001_DHL".

1 0 .

Click in the Lookup Code Meaning field.

1 1 .

Enter the desired information into the Lookup Code Meaning field. Enter "DHL Shipping".

1 2 .

Click in the Lookup Code Description field.

1 3 .

Enter the desired information into the Lookup Code Description field. Enter "DHL Shipping".

1 4 .

1 5 .

You have completed the Defining Shipping Methods procedure. End of Procedure.

Defining Organization Access

You can specify which organizations a responsibility can access by mapping responsibilities to organizations. Once you set up this mapping, a user logging in to an Oracle Manufacturing product is restricted to the organizations mapped to the selected responsibility. The change organization responsibility window is also restricted.

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Procedure

Step Action

1 .

Begin by navigating to the Organization Access page. Click the vertical scrollbar.

2 .

3 .

4 .

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.

Use the Organization Access page to assign an organization to a responsibility. Until you assign organization access to a responsibility, all responsibilities have access to all organizations. Once you restrict any responsibility to an organization, you must then explicitly define the organizations to which all responsibilities can access.

Organization access does not restrict access to functions that cross multiple

organizations such as ATP, interorganization transfers, and item search. Users can still specify any valid organization when running these functions. System administrators determine which responsibilities a user can access when they establish system security. if there are no restrictions entered for an organization, then it can be accessed by all responsibilities.

Step Action

6 .

7 .

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Step Action

8 .

Click in the Org field.

9 .

Enter the desired information into the Org field. Enter "W4".

1 0 .

This is the application assigned to the responsibility when it was defined.

1 1 .

Click in the Application field.

1 2 .

Enter the desired information into the Application field. Enter "Oracle Inventory".

1 3 .

Click in the Application field.

1 4 .

Enter the desired information into the Application field. Enter "Inventory".

1 5 .

Enter the desired information into the Name field. Enter "Oracle Inventory".

1 6 .

Click in the Comments field.

1 7 .

Enter the desired information into the Comments field. Enter "Restrict to Oracle Inventory responsibility".

1 8 .

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9 .

You have completed the Defining Organization Access procedure. End of Procedure.

Defining Interorganization Shipping Networks

An Interorganization Shipping Network describes the relationships and accounting information between a shipping organization and a destination organization.

In this example, you will set up an intransit transfer type for your organization.

Procedure

Step Action

1 .

Begin by navigating to the Shipping Networks page. Click the vertical scrollbar.

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Step Action

2 .

3 .

4 .

Click the Setup: Shipping Networks link.

5 .

Use the Shipping Networks page to define a shipping network between two

organizations. You must define a shipping network between two organizations before you can transfer material between organizations. When you setup a shipping network, you must select a transfer type, direct or intransit.

If you choose intransit, the system moves material to an intermediary state before it reaches the destination organization, and a receipt transaction is required at the destination organization. If you choose direct, the system moves the material directly to the destination organization and you are not required to perform a receipt

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.

Click in the From field.

7 .

Enter the desired information into the From field. Enter "M7".

8 .

Click in the To field.

9 .

Enter the desired information into the To field. Enter "M1".

1 0 .

Click the Transfer Type list.

1 1 .

If you select Intransit, then the system performs an intermediary move first. If you choose this type of transfer, then you can track the inventory until it arrives at the destination organization.

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Step Action

1 2 .

Click the Intransit list item.

Step Action

1 3 .

Click the Open button.

or

Press [Alt+O]. 1

4 .

You use the Shipping Network page to determine additional information between the organizations.

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5 .

This is the Transfer Credit account used to collect transfer charges for the shipping organization. The system automatically uses the default value you defined in the Organization Parameters page, or you can modify it if you choose.

Step Action

1 6 .

Click in the Transfer Credit field.

1 7 .

This is the purchase price variance for interorganization receipts in to standard cost organizations. You must enter an account if your receiving organization is using standard costing. The default value is the value you defined in the Organization Parameters page. You can modify it if necessary.

1 8 .

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Step Action

1 9 .

This is the general ledger receivables account used as an interorganization clearing account for the shipping organization. The interorganization receivable account for the shipping organization and the interorganization payables account for the receiving organization should equal the interorganization payables account for the receiving organization. the default value is the value you defined in the Organization Parameters page.

2 0 .

Click in the Receivable field.

2 1 .

This is the general ledger payables account used as an interorganization clearing account for the receiving organization. The default value is the value you defined in the Organization Parameters page.

2 2 .

Click in the Payable field.

2 3 .

This is the general ledger account used to hold the intransit inventory value. The default value is the value you defined in the Organization Parameters page.

2 4 .

Click in the Intransit Inventory field.

2 5 .

Click the Tools menu.

or

Press [Alt+T]. 2

6 .

Click the Shipping Methods menu.

2 7 .

This is the method you use to ship from the shipping organization to the destination organization

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8 .

Click in the Shipping Method field.

2 9 .

Enter the desired information into the Shipping Method field. Enter "DHL".

3 0 .

Click in the Intransit Time field.

3 1 .

Enter the desired information into the Intransit Time field. Enter "1".

3 2 .

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Step Action

3 3 .

Enter the desired information into the Daily Capacity field. Enter "1000".

3 4 .

Click in the UOM field.

3 5 .

Enter the desired information into the UOM field. Enter "KM2".

3 6 .

Click in the Cost Per Unit field.

3 7 .

Enter the desired information into the Cost Per Unit field. Enter ".50".

3 8 .

Click in the Currency field.

3 9 .

Enter the desired information into the Currency field. Enter "USD".

4 0 .

4 1 .

You have completed the Defining Interorganization Shipping Networks procedure. End of Procedure.

Defining Subinventories

Subinventories are unique physical or logical separations of material inventory such as raw inventory, finished goods or defective material. All material within an organization must reside in a subinventory. Consequently, you must define one subinventory for each of your organizations.

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In this example, you will create a subinventory to hold finished good items for your organization. You can reserve material in the subinventory, and the subinventory is under locator control.

Procedure

Step Action

1 .

Begin by navigating to the Subinventories Summary page. Click the vertical scrollbar.

2 .

3 .

4 .

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Step Action

5 .

Use the Subinventories Summary page to view existing subinventories and create new subinventories.

Step Action

6 .

or

.

You use the Subinventories page to create new subinventories. You enter information about the subinventory.

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.

Click in the Name field.

9 .

Enter the desired information into the Name field. Enter "Fingood".

1 0 .

Click in the Description field.

1 1 .

Enter the desired information into the Description field. Enter "Finished Goods Subinventory".

1 2 .

You can select a Locator Control option only if you selected Determined at Subinventory Level in the Organization Parameters window. You can update this option only if there is no on-hand quantity for the subinventory.

1 3 .

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Step Action

1 4 .

If you select Prespecified for the subinventory, then you must enter a valid locator for each item that resides in this subinventory.

Step Action

1 5 .

Click the Prespecified list item.

1 6 .

If you select this parameter, you must create locator aliases for all locators within this subinventory.

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7 .

Click the Enable Locator Alias option.

1 8 .

You select the replenishment source for the subinventory from the Type list.

When you click Subinventory, the subinventory is replenished internally from another subinventory within the same organization.

1 9 .

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Step Action

2 0 .

Click the Subinventory list item.

2 1 .

The Picking UOM is used by the Oracle Warehouse Management Rules engine to divide picks across subinventories in the warehouse.

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2 .

Click in the Picking UOM field.

2 3 .

Enter the desired information into the Picking UOM field. Enter "BOX".

2 4 .

The Pre-processing, Processing and Post-Processing lead times are used by min-max planning are used when you perform min-max planning at the subinventory level.

2 5 .

Click in the Pre-Processing field.

2 6 .

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Step Action

2 7 .

Click in the Processing field.

2 8 .

Enter the desired information into the Processing field. Enter "2".

2 9 .

Click in the Post-Processing field.

3 0 .

Enter the desired information into the Post-Processing field. Enter "1".

3 1 .

3 2 .

You have completed the Defining Subinventories procedure. End of Procedure.

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Item Setup and Control

Item Setup and Control helps you determine the control parameters for items. Upon completion of this lesson, you will be able to:

• Define item status codes.

• Define and view pending statuses. • Define picking rules.

• Define item templates. • Copy item templates.

• Define cross-reference types. • Assign cross-reference types. • Define commodity codes. • Define customer items.

• Define customer item cross references. • Define categories.

• Define category sets. • Assign items to categories. • Specify recommended categories. • Define item catalog groups.

Defining Picking Rules

You create picking rules that enable you to sort picks based on criteria that you define for sales orders, process manufacturing batches or work in process jobs.

After you create a picking you, use the Rules Workbench to assign the rule to an item. For example, when you book a sales order you would like to pick an item from a particular subinventory. You can create an inventory picking rule to do this.

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Oracle EBS R12 Inventory

Step Action

1 .

Begin by navigating to the Inventory Picking Rules page. Click the vertical scrollbar.

2 .

Click the Inventory, Vision Operations (USA) link.

3 .

4 .

Click the Rules: Picking link.

5 .

Use the Inventory Picking Rules page to create inventory picking rules. On this page you set the picking parameters for the rules.

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.

7 .

Enter the desired information into the Name field. Enter "Subinventory Pick".

8 .

9 .

Enter the desired information into the Description field. Enter "Sales Order Subinventory Picking Rules".

1 0 .

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Step Action

1 1 .

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2 .

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Step Action

1 3 .

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4 .

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Step Action

1 5 .

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6 .

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Step Action

1 7 .

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8 .

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Step Action

1 9 .

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0 .

2 1 .

Click the Assignment button.

or

Press [Alt+A]. 2

2 .

Use the Rules Workbench page to assign your picking rule. The rule that you created on the Inventory Picking Rules page appears on the Rules Workbench page. 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. You can assign your rule to any combination of criteria the Rules Workbench page displays. For example, if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order, you can assign it to an item on the Rules Workbench page. This means for picking, the system allocates the lowest lot number of the item in the lowest locator number where the item resides.

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Step Action

2 3 .

Click in the Item field.

2 4 .

Enter the desired information into the Item field. Enter "AS18947".

2 5 .

You must enable a rule before you can use it. You must also disable a rule before you can modify it.

2 6 .

Click the Enabled option.

2 7 .

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8 .

You have completed the Defining Picking Rules procedure. End of Procedure.

Defining Item Templates

An Item template is a defined set of attribute values. When you apply a template to an item you overlay a set of values to the item definition. You can apply the same or different templates to an item multiple times. The more recent attribute values override previous values unless the previous value is not updateable.

An item template does not update the value of status attributes when the values conflict. For example, if an item is transactional and stockable, a template cannot change Transactable to Yes and leave Stockable to no.

Consider this scenario: you are a product manager for an ice cream manufacturer. Your company operates in a process manufacturing environment. You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment.

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Step Action

1 .

Begin by navigating to the Find Item Templates page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Items: Templates link.

5 .

Use the Find Item Templates page to search for existing item templates or you can create new item templates.

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.

or

.

Use the Item Template page to define new item templates. You use item templates to determine preset values for item attributes. You can then apply the item template when you define an item on in the Master Item page.

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Step Action

8 .

Click in the Template field.

9 .

Enter the desired information into the Template field. Enter "Process_ice cream".

1 0 .

1 1 .

Enter the desired information into the Description field. Enter "Template for Ice cream".

1 2 .

The Show list corresponds to the tabs on the Master Item page. You can choose to view all the All Groups, or limit the groups by individual tab.

1 3

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4 .

Click the Inventory list item.

1 5 .

This item attribute enables you to stock and transact items in Oracle Inventory. You must enable this attribute if you want to enable the attributes: Stockable, Transactable, BOM Allowed and Build in WIP.

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Step Action

1 6 .

Click in the Inventory Item Value field.

1 7 .

Enter the desired information into the Value field. Enter "Yes".

1 8 .

1 9 .

This item attribute enables you to stock the item. You can set this attribute only if you enable the Item attributes Inventory Item and Transactable. You must set this attribute if you want to transact an item.

2 0 .

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1 .

2 2 .

2 3 .

This item attribute enables you to perform transaction on an item. You must set the item attributes Inventory Item, and Stockable in order to set this attribute.

2 4 .

Click in the Transactable Value field.

2 5 .

2 6 .

2 7 .

2 8 .

This attribute enables you to create material reservations for the item. You can reserve an item only when you have sufficient inventory.

2 9 .

Click in the Reservable Value field.

3 0 .

Enter the desired information into the Value field. Enter "Reservable".

3 1 .

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Step Action

3 2 .

Click the Inventory list.

Step Action

3 3 .

3 4 .

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5 .

Click the Yes button.

or

Press [Alt+Y]. 3

6 .

This item attribute enables you to use the item in process manufacturing recipes or formulas.

3 7 .

Click in the Recipe Enabled Value field.

3 8 .

3 9 .

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Step Action

4 0 .

This attribute enables you to use Process Quality to inspect items.

4 1 .

Click in the Process Quality Enabled Value field.

4 2 .

4 3 .

4 4 .

This item attribute enables you to use the item in a production batch as an ingredient or by-product.

4 5 .

Click in the Process Execution Enabled field.

4 6 .

4 7 .

4 8 .

4 9 .

You have completed the Defining Item Templates procedure. End of Procedure.

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Consider this scenario: You periodically make items that you do not want made available to customers. You need an initial testing period where internal customers can order the items that you make and verify that is ready for consumption.

Create a pre-production item status that enables you to automatically set the needed item attributes.

Procedure

Step Action

1 .

Begin by navigating to the Item Status page.. Click the vertical scrollbar.

2 .

3 .

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Step Action

4 .

5 .

Click the Status Codes link.

6 .

Use the Item Status page to set status attributes that enable and disable the

functionality of an item over time. Each status attribute allows you to enable the item for a particular use. For example, if you set the status attribute BOM Allowed, then you can place an item on a bill of material.

Step Action

7 .

8 .

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.

Click in the Translated Status field.

1 0 .

Enter the desired information into the Translated Status field. Enter "Pre-Production Item Status".

1 1 .

1 2 .

Enter the desired information into the Description field. Enter "Pre-Production Item Status".

1 3 .

This item attribute enables you to define a bill of material for an item, or to assign the item as a component on a bill.

1 4 .

Click the BOM Allowed option.

1 5 .

You use this item attribute to indicate whether the item is built with a discrete job or repetitive assembly in Oracle Work in Process.

1 6 .

Click the Build In WIP option.

1 7 .

If you enable this item attribute, you can place the item on an internal requisition.

1 8 .

Click the Internal Orders Enabled option.

1 9 .

This check box enables you to use this item in a production batch as an ingredient, product, or by-product.

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Step Action

2 0 .

Click the Process Execution Enabled option.

2 1 .

You enable this check box to use this item in process manufacturing recipes or formulas.

2 2 .

Click the Recipe Enabled option.

2 3 .

This attribute enables you to stock the item. You cannot set this attribute if you do not set the attribute Transactable.

2 4 .

Click the Stockable option.

2 5 .

Setting this item attribute enables you to transact the item. You cannot set this attribute, if you do not set the attribute Stockable.

2 6 .

Click the Transactable option.

2 7 .

2 8 .

You have completed the Defining Item Status Codes procedure. End of Procedure.

Defining Item Catalog Groups

Item catalogs enable you to add descriptive information to items and to partition your Item Master into groups of items that share common characteristics.

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Procedure

Step Action

1 .

Begin by navigating to the Item Catalog Groups page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Catalog Groups link.

5 .

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Step Action

6 .

7 .

8 .

Enter the desired information into the Name field. Enter "Mugs".

9 .

Click the Details button.

or

Press [Alt+D]. 1

0 .

Use the Item Catalog Group page to define any number of descriptive elements for an item catalog group. You can also determine whether the descriptive element is required at item definition, and whether the descriptive element value is included by default in

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1 .

This is the sequence the descriptive elements appear in the Master Item page when you assign them to an item.

Step Action

1 2 .

Enter the desired information into the Seq field. Enter "1".

1 3 .

1 4 .

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Step Action

1 5 .

Click in the Seq field.

1 6 .

1 7 .

1 8 .

Enter the desired information into the Name field. Enter "Glass".

1 9 .

2 0 .

2 1 .

Enter the desired information into the Name field. Enter "Metal".

2 2 .

2 3 .

You have completed the Defining Item Catalog Groups procedure. End of Procedure.

Defining Customer Items

You can define customer items in your system and assign the items a commodity code. You can also assign the correct shipping container to the item. In addition, you can assign customer item cross references to your customer item. This references the customer item number the item

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In this example, we will define a finished good customer item and assign an appropriate shipping container.

Procedure

Step Action 1 .

Begin by navigating to the Find Customer Items page. Click the vertical scrollbar.

2 .

3 .

4 .

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Step Action

5 .

Use the Find Customer Items page to search for existing customer items and to enter new customer items.

Step Action

6 .

or

.

Use the Customer Items Summary page to enter new customer items. A customer item is the number that a customer uses to define an item.

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.

Click in the Customer Name field.

9 .

Enter the desired information into the Customer Name field. Enter "ABC Telecommunications".

1 0 .

Click in the Customer Item field.

1 1 .

Enter the desired information into the Customer Item field. Enter "ABC-1001".

1 2 .

You use commodity codes to classify customer items. In this example, we are assigning the commodity code Finished Good to item ABC-1001. This means that customer item ABC-1001 is a finished good.

1 3 .

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Step Action

1 4 .

Enter the desired information into the Code field. Enter "Finished Good".

1 5 .

Click the Container tab.

1 6 .

In the Master field you enter the default container you use to ship customer items.

1 7 .

Click in the Master field.

1 8 .

Enter the desired information into the Master field. Enter "Pallet".

1 9 .

2 0 .

You have completed the Defining Customer Items procedure. End of Procedure.

Defining Customer Item Cross References

You use the Customer Item Cross References window to define and update cross references between your inventory items and the customer items defined in the Customer Items Summary window.

In this example, you will cross reference a customer item with a finished good item in your system.

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.

Begin by navigating to the Find Customer Item Cross References page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Customer Item Cross References link.

5 .

Use the Find Customer Item Cross References page to search for existing cross references and to create new cross references.

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Step Action

6 .

Click the New (B) button.

or

Press [Alt+B]. 7

.

Use the Customer Item Cross References page to establish a cross reference between a customer item and an inventory item number.

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.

Click in the Customer Item field.

9 .

Enter the desired information into the Customer Item field. Enter "ABC-1001".

1 0 .

1 1 .

1 2 .

You can define multiple cross references to a customer item. In these cases, you must specify the rank of the cross reference. The highest rank is 1.

1 3 .

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Step Action

1 4 .

Enter the desired information into the Rank field. Enter "2".

1 5 .

1 6 .

You have completed the Defining Customer Item Cross References procedure. End of Procedure.

Defining Cross Reference Types

You use cross reference types to define relationships between items and entities such as obsolete item numbers or supplier item numbers.

In this example, you will create a cross reference type for obsolete item numbers.

Procedure

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.

Begin by navigating to the Cross Reference Types page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Items: Cross References link.

5 .

Use the Cross Reference Type page to create a cross reference type that you assign to items an entities.

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Step Action

6 .

Click in the Type field.

7 .

Enter the desired information into the Type field. Enter "Obsolete".

8 .

9 .

Enter the desired information into the Description field. Enter "Obsolete part number".

1 0 .

1 1 .

You have completed the Defining Cross Reference Types procedure. End of Procedure.

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Defining Commodity Codes

Commodity codes enable you to classify customer items. You use this classification when you define customer items.

In this example, you will define a commodity code for assemble-to-order items.

Procedure

Step Action

1 .

Begin by navigating to the Customer Item Commodity codes page. Click the vertical scrollbar.

2 .

3 .

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Step Action

4 .

Click the Customer Item Commodity Codes link.

5 .

Use the Customer Item Commodity Codes page to create commodity codes. The commodity code is the name you associate to a group of customer items.

Step Action

6 .

Click in the Commodity Code field.

7 .

Enter the desired information into the Commodity Code field. Enter "ATO".

8 .

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0 .

1 1 .

You have completed the Defining Commodity Codes procedure. End of Procedure.

Defining Category Sets

A Category set is a distinct grouping scheme and consists of categories. Consider this scenario: You work for an apparel manufacture. Your company creates women's apparel, men's apparel, and children's apparel.

In this example, you will create a category set called apparel.

Procedure

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Step Action

1 .

Begin by navigating to the Category Sets page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Category Sets link.

5 .

Use the Category Sets page to create category sets. You can use categories and category sets to group items for various reports and

programs.

Step Action

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.

Enter the desired information into the Name field. Enter "Clothing".

8 .

9 .

Enter the desired information into the Description field. Enter "Apparel Category Set".

1 0 .

Click in the Flex Structure field.

1 1 .

The categories you assign to a category set must have the same flexfield structure as the category set.

1 2 .

Enter the desired information into the Flex Structure field. Enter "Inventory Class".

1 3 .

This is the default category the system uses when you assign an item to the category set. After an item is assigned to the category set, you can override the default category and choose another relevant category for the item.

1 4 .

Click in the Default Category field.

1 5 .

Enter the desired information into the Default Category field. Enter "CHD_APL".

1 6 .

This is the list of categories that belong to the category set. You can only add categories that belong to the same flexfield structure as the category set.

1 7 .

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Step Action

1 8 .

Enter the desired information into the Category field. Enter "SALE".

1 9 .

2 0 .

You have completed the Defining Category Sets procedure. End of Procedure.

Defining Categories

A category is a logical classification of items that have similar characteristics.

Consider this scenario: you work for a apparel manufacturer. You need to create a category for children's apparel.

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.

Begin by navigating to the Find Categories page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Category Codes link.

5 .

Use the Find Categories page to search for existing categories or to create new categories.

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Step Action

6 .

or

.

Use the Categories page to define categories. You can define an unlimited number of categories and group subsets of your categories

into category sets. A category can belong to multiple category sets. 8

.

When you determine a product structure, you can assign a specific meaning to each segment.

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.

Click in the Structure Name field.

1 0 .

Enter the desired information into the Structure Name field. Enter "Inventory Class".

1 1 .

Click in the Category field.

1 2 .

Enter the desired information into the Category field. Enter "Ch_APPL".

1 3 .

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Step Action

1 4 .

Enter the desired information into the Description field. Enter "Children's Apparel".

1 5 .

1 6 .

You have completed the Defining Categories procedure. End of Procedure.

Defining and Viewing Pending Statuses

You can assign item statuses to items your items. Item statuses are made up of status attributes. Status attributes control the functionality an item over time.

In this example, you have an item that is currently in the prototype phase, but will be ready for launch to the general public in a few months. You can use item statuses to change the item availability from prototype to active.

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.

Begin by navigating to the Master Items page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Master Items link.

5 .

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Step Action

6 .

7 .

Press [F11].

8 .

9 . Press [Ctrl+F11]. 1 0 .

1 1 .

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2 .

Click Pending Status.

1 3 .

Use the Item Status History page to define item statuses for and item. You also can determine the effective date for the status.

Step Action

1 4 .

Click in the Effective Date field.

1 5 .

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Step Action

1 6 .

1 7 .

Enter the desired information into the Status field. Enter "Prototype".

1 8 .

Click in the Effective Date field.

1 9 .

Enter the desired information into the Effective Date field. Enter "24-Jul-2008".

2 0 .

2 1 .

Enter the desired information into the Status field. Enter "Active".

2 2 .

2 3 .

Click the Implement button.

or

Press [Alt+I]. 2

4 .

Press the left mouse button on the OK object.

2 5 .

You have completed the Defining and Viewing Pending Statuses procedure. End of Procedure.

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Copying Item Templates

You can copy attributes from an existing item template to a new item template.

In this scenario, we will make modifications to one of the existing seeded templates to create a new template.

Procedure

Step Action

1 .

Begin by navigating to the Find Item Templates page. Click the vertical scrollbar.

2 .

Click the Inventory, Vision Operations (USA) link.

3 .

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Step Action

4 .

Click the Setup: Templates link.

5 .

Use the Find Item Templates page to search for existing item templates.

Step Action

6 .

or

.

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.

9 .

Enter the desired information into the Template field. Enter "Finished_Good_Process".

1 0 .

1 1 .

Enter the desired information into the Description field. Enter "Finished Good Process Template".

1 2 .

Click the Tools menu.

or

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Step Action

1 3 .

Click the Copy Template... menu.

1 4 .

Use the Copy Template page to copy an existing item template. You can choose which item attribute groups to copy.

Step Action

1 5 .

1 6 .

This copies the seeded template Finished Good. It copies the attributes that belong to the attribute groups associated with selected checkboxes.

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7 .

Point to the Apply object.

1 8 .

Click the Done (F) button.

or

Press [Alt+F]. 1

9 .

Click the Yes button.

or

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Step Action

2 0 .

2 1 .

You have completed the Copying Item Templates procedure. End of Procedure.

Assigning Items to Categories

When you enable an item in a functional area, the item is assigned to the default category set and default category of the functional area. You can also assign an item to additional categories. In this example, you will assign a container item to the container items category set.

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.

Begin by navigating to the Master Item page. Click the vertical scrollbar.

2 .

3 .

4 .

Click the Master Items link.

Step Action

5 .

Click the View menu.

or

Oracle Inventory Traning - Complete

Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

Training Guide

Oracle EBS R12 Inventory

Table of Contents

Introduction

...

vi

Inventory Setup

...

1

Item Setup and Control

...

34

Defining and Maintaining Item Information

...

110

Lot Control

...

164

Serial Control

...

196

Material Status Control

...

221

Transaction Setup

...

227

Transactions

...

241

On Hand and Availability

...

292

Move Orders

...

341

Planning and Replenishment

...

361

Cost Accounting and Control

...

398

ABC Analysis

...

401

Training Guide

Oracle EBS R12 Inventory

Cycle Accounting

...

422

Physical Inventory

...

467

Introduction

Training Guide

Oracle EBS R12 Inventory

Inventory Setup

Defining Stock Locators

Procedure

Training Guide

Oracle EBS R12 Inventory

Training Guide

Oracle EBS R12 Inventory

Training Guide

Oracle EBS R12 Inventory

Defining Shortage Parameters

Training Guide

Oracle EBS R12 Inventory

Training Guide

Oracle EBS R12 Inventory

Defining Shipping Methods

Procedure

Training Guide

Oracle EBS R12 Inventory

Defining Organization Access

Training Guide

Oracle EBS R12 Inventory