SCM Foundation R11 - Activity Guide PDF

Oracle SCM Cloud
SCM Foundation
Activity Guide
Important!
You’ve been assigned a unique, two-digit student number for this
course. In the following pages, wherever you see “xx,” substitute
your student number.
DRAFT
Demonstration 3-1: Create an Implementation Project and Generate a
Task List
Overview
In this demonstration you will show how to create an implementation project for the
Manufacturing and Supply Chain Materials Management offering.
An implementation project consists of all the tasks required for the implementation. You refine
the list of tasks for the implementation project by reviewing and selecting functional areas and
features. Because only tasks required for the selected functionality are included, project
initiation productivity is improved.
Selecting offerings, functional areas, and the related features associated with each offering
dynamically creates an implementation task list based on just the functionality to be
implemented. This can greatly enhance productivity by presenting a targeted list of tasks in the
appropriate implementation order.
Prerequisites
 None
Data Entry Details

User Login scm00.instructor
Offering Name Manufacturing and Supply
Chain Materials Management
Implementation Project Name Initials_Impl_project
Steps
1. Click the Main Menu Navigator and select Setup and Maintenance.
2. Select the icon Manufacturing and Supply Chain Materials Management.
3. Click the Implementation Projects button in the upper right-hand corner of page.
In the next step, you will create your own Implementation Project for the Manufacturing and
Supply Chain Materials Management Offering.
4. Click the Create or Plus icon in the tool bar to create your implementation project.
5.
6.
7.
Click the Next button. DRAFT
In the Name field enter Initials_Impl_project and tab out of the field.
Select the offering Manufacturing and Supply Chain Materials Management.

8. Click on the Expand icon to view the Functional Areas associated with the offering.
9. Click the Include checkbox for Manufacturing and Supply Chain Materials
Management.
10. Also, click the Include checkbox for the Functional Areas listed under Manufacturing and
Supply Chain Materials Management.
A functional area is a grouping of functionality within an offering. It may be an optional piece
of functionality that you may want to implement as part of an offering. Optional functional
areas can be included or excluded from their parent offering. Functional areas may be
hierarchical, and therefore may be subordinate to another functional area. An offering will
have at least one base or core functional area and may have one or more optional functional
areas. Base functional areas indicate the core functionality that you need to implement for
the offering to be operational. Optional functional areas indicate optional functionality that
you may or may not implement for an offering.
11. Click the Save and Open Project button.
12. On the Implementation Project page click the Expand icon next to the offering.
13. The Setup Task Lists for the offering will be displayed.
A setup task list is a logical grouping of setup tasks that are related to the same business
processes or activity, and are often performed together. Task lists are hierarchical: a parent
task list can include children that are either tasks or other task lists. For example, the task
list ‘Define Basic Items’ includes the necessary tasks to define an inventory item.
14. Click on the Expand icon for task list Define Inventory Management Configuration.
15. The Asterisk next to the task list indicates that it is required.
16. Click on the Go to Task icon for task Manage Inventory Transaction Sources and
Types.
17. This will open the Manage Inventory Transaction Sources and Types user interface.
18. Click the Cancel button to return to the Implementation Project.
19. Click the Done button to return to the Implementation Projects search page.
20. Click the Done button to return to the Setup and Maintenance work area.
Demonstration Complete
You have created an implementation project for the Manufacturing and Supply Chain Materials
Management offering.
DRAFT
Practice 3-1: Create an Implementation Project and Generate a Task
List
Overview
In this demonstration you will show how to create an implementation project for the
Manufacturing and Supply Chain Materials Management offering.
An implementation project consists of all the tasks required for the implementation. You refine
the list of tasks for the implementation project by reviewing and selecting functional areas and
features. Because only tasks required for the selected functionality are included, project
initiation productivity is improved.
Selecting offerings, functional areas, and the related features associated with each offering
dynamically creates an implementation task list based on just the functionality to be
implemented. This can greatly enhance productivity by presenting a targeted list of tasks in the
appropriate implementation order.
Prerequisites
 None
Data Entry Details

User Login scmXX.student
Offering Name Manufacturing and Supply
Chain Materials Management
Implementation Project Name Initials_Impl_project
Steps
2. Select the icon Manufacturing and Supply Chain Materials Management.
3. Click the Implementation Projects button in the upper right-hand corner of page.
In the next step, you will create your own Implementation Project for the Manufacturing and
Supply Chain Materials Management Offering.
4. Click the Create or Plus icon in the tool bar to create your implementation project.
DRAFT
5. In the Name field enter Initials_Impl_project and tab out of the field.
6. Click the Next button.
7. Select the offering Manufacturing and Supply Chain Materials Management.
8. Click on the Expand icon to view the Functional Areas associated with the offering.
9. Click the Include checkbox for Manufacturing and Supply Chain Materials
Management.
10. Also, click the Include checkbox for the Functional Areas listed under Manufacturing and
Supply Chain Materials Management.
A functional area is a grouping of functionality within an offering. It may be an optional piece
of functionality that you may want to implement as part of an offering. Optional functional
areas can be included or excluded from their parent offering. Functional areas may be
hierarchical, and therefore may be subordinate to another functional area. An offering will
have at least one base or core functional area and may have one or more optional functional
areas. Base functional areas indicate the core functionality that you need to implement for
the offering to be operational. Optional functional areas indicate optional functionality that
you may or may not implement for an offering.
11. Click the Save and Open Project button.
12. On the Implementation Project page click the Expand icon next to the offering.
13. The Setup Task Lists for the offering will be displayed.
A setup task list is a logical grouping of setup tasks that are related to the same business
processes or activity, and are often performed together. Task lists are hierarchical: a parent
task list can include children that are either tasks or other task lists. For example, the task
list ‘Define Basic Items’ includes the necessary tasks to define an inventory item.
14. Click on the Expand icon for task list Define Inventory Management Configuration.
15. The Asterisk next to the task list indicates that it is required.
16. Click on the Go to Task icon for task Manage Inventory Transaction Sources and
Types.
17. This will open the Manage Inventory Transaction Sources and Types user interface.
18. Click the Cancel button to return to the Implementation Project.
19. Click the Done button to return to the Implementation Projects search page.
Practice Complete
You have created an implementation project for the Manufacturing and Supply Chain Materials
Management offering.
DRAFT
Demonstration 3-2: Use Quick Setup for SCM Common Components
Overview
This demonstration shows how to use Quick Setup in SCM.
Prerequisites
None.
User Login: scmXX.instructor
Steps:
1. Click the Main Menu Navigator and select Set Up and Maintenance.
2. Select the Manufacturing and Supply Chain Materials Management Offerings.
3. Select Setup in the Administration region.
4. In the Functional Areas look for Facilities.
The Quick Setup icon will be visible in this Functional Area.
5. Click Quick Setup.

The Set Up SCM Common Components: Calendar page opens.
6. Choose an existing calendar from the set already in the training instance.
SCM01 Schedule was created earlier in Lesson 2, and is a suitable choice.
7. Click on the Next button.
The Set Up SCM Common Components: Units of Measure page opens. All choices
are selected, leave them as they are.
Note: The Quick Setup does not modify existing UOM data. If there is existing UOM
data, any class or unit names which conflict with those available in Quick Setup will be
disabled. If the class and units are not present in the instance, Quick Setup will select
DRAFT
them by default.
8. Click on the Next button.
The Set Up SCM Common Components: Inventory Organizations page opens.
9. Choose a Master Business Unit.
This is used by all created Inventory Organizations. It may also default the location for
the Master Item Organization.
Note: While it is possible to select an Existing Master Item Organization, Quick Setup
attempts to create a new one named “Master Organization” if it does not exist yet.
10. Select Add Row in the table to create Inventory Organizations.
Enter the following:
a. Organization Name: SCM01
b. Organization Code: Will default to SCM01
c. Location: Will default to the location of the Master Business Unit.
d. Manufacturing Plant: Select this to enable manufacturing.
11. Click the Submit button.
A dialog will appear indicating that the Units of Measure, Item Organization and
Inventory Organization were all created.
12. Click OK to return to Fusion Setup Manager.
Demonstration Complete:
You have used Quick Setup to create an inventory and master item organization, and to
populate several units of measure.
DRAFT
Demonstration 4-1: Create a Unit of Measure
Overview
This demonstration shows how to create a unit of measure.
Prerequisites
None.
Steps:
1. Click the Navigator icon on the toolbar.
DRAFT
2. Click Set Up and Maintenance. You may need to scroll to find the choice.
3. In the Search field at the top of the page, enter: Manage Units of Measure and click the
Search button.
4. Find Manage Units of Measure in the search results and click the link.
The Manage Units of Measure page opens.
5. Click the Add icon to add a new unit of measure.
6. Enter the following:
a. UOM: Box of 6
b. Description: Box of 6
c. UOM Class: Quantity
Each UOM must belong to a UOM class, and each UOM class has a base unit of
measure.
Note that the Base UOM field is populated automatically with the value of Ea (Each)
once you enter a value for the UOM Class. This base unit of measure is already
associated with the unit of measure class of Quantity.
If you want to create a new unit of measure class, click the Manage UOM Classes button
to access the Manage UOM Classes page.
7. Click the Save button.
8. Select Actions > Manage UOM Standard Conversions to open the Manage UOM
Standard Conversions page.
You could also select the Manage UOM Standard Conversions button to open the
Manage UOM Standard Conversions page.
9. Click the Add icon in the Search Results table.
a. UOM: Box of 6
b. Conversion: 6
You have created a unit of measure.
DRAFT
Practice 4-1: Create a Subinventory
Overview
In this activity, you will walk through the steps used to create your own subinventory to store
inventory items.
Prerequisites
None.
User Login
SCMxx.student
Steps
2. Click the Search button in the upper right hand corner.
3. In the Search field, search for task Manage Subinventories and Locators and click the
magnifying glass.
4. Click the Task Name link.
5. Select Organization 001 and click the OK button.
6. Click the Create icon.
7. Enter your Subinventory using your Student Number followed by SUB.
8. Enter your Subinventory Description using your Initials followed by Subinventory.
9. Click the Save and Close button.
10. Click the OK button to close the Confirmation Message dialog.
11. Click the Done button to return to the search page.
Practice Complete
You have created a subinventory.
DRAFT
Demonstration 4-2: Create a Calendar
Overview
This demonstration shows how to create a calendar, also known as a schedule.
Prerequisites
None.
Steps:
1. Click the Navigator icon on the toolbar.
DRAFT
2. Click Set Up and Maintenance. You may need to scroll to find the choice.
3. In the Search field at the top of the page, enter: Manage Facility and click the Search
button.
4. Find Manage Facility Shifts in the search results and click the link.
The Manage Shifts page opens.
5. Select Create Time Shift from the Create Shift menu to add a new shift.
a. Name: SCM01 Shift
b. Start Time: 9:00 am
c. Duration: 8, Hours
d. Shift Detail Type: None
7. Click the Save and Close button. Then click the Done button.
8. Find Manage Facility Workday Patterns in the search results and click the link.
The Manage Workday Pattern page opens.
9. Select Create Time Workday Pattern from the Create Workday Pattern menu to add a
new pattern.
a. Name: SCM01 Pattern
b. Length in Days: 7
11. Click the Add Row button. Enter the following:
a. Start Day: 1
b. End Day: 5
c. Shift Name: Search for or type in SCM01 Shift
The Length in Days field indicates how many days before the pattern repeats. For most
customers, a weekly schedule will be repeated. The Start Day and End Day indicate
how often to repeat the shift in that span of time.
13. Find Manage Facility Schedules in the search results and click the link.
The Manage Schedules page opens.
14. In the Search Results, select Create Time Schedule from the Create Schedule menu
to add a new schedule.
a. Name: SCM01 Schedule
b. Effective from Date: <Monday of the week of Training>
c. Effective to Date: <One Year Later>
16. Click the Add Row button in the Workday Patterns subtab. Enter the following:
a. Sequence: 1
b. Pattern Name: Search for or type in SCM01 Pattern
The Sequence field indicates the order of patterns if more than is assigned.
The Effective from Date and Effective to Date indicate where to begin generating the
schedule from, and where to stop. It is important to note that the user is expected to
identify the correct start date so that recurring weekend non-working periods end up on
the appropriate days.
You have created a calendar. DRAFT
Demonstration 5-1: Create a Basic Item
Overview
In this demonstration, you will create a new item in the Root Item class.
Prerequisites
None.
User Login: scm00.instructor
Steps:
1. Navigate to the Product Information Management work area.
2. Click the Create Item link in the task pane.
Remind students that the Create Items window is used to create one or more items. The
Create Item button is selected by default to indicate that you are creating a single item.
Also the Create Item action allows the user to create an item either by entering the
required data or create the item from a copy. By default, the Create Item dialog is set to
Create New.
3. In the Organization field, select 000.

4. In the Item Class field, select Root Item Class.
5. Click the OK button.
6. Click Yes in the warning message.
Information:
The Create Item page opens.
The Item field is not enterable. This field will be populated for you.
7. In the Description field, enter Sample Item Creation.
8. Accept the default for the Item Status.
9. Accept the default for the Lifecycle Phase.
10. From the drop-down list next to the Save button, select: Save and Close.
Explain to the students that we only entered the required information to save the item
successfully. Many of the values were populated by default because of the template that is
used when creating the item. There are many more attributes you can use to define your
items, and you will get a chance to use some of them in your practice.
Demonstration Complete: DRAFT

You have created a new item in the Root Item class.
Practice 5-1: Create a Basic Item
Practice Overview
In this practice, you will create a basic item.
Prerequisites: None
User Login: scmXX.student
Steps
1. Click the Main Menu Navigator and click Product Information Management under the
Product Management heading.
2. Click the Task Drawer icon on the right side of the page.
3. Click the Create Item link in the task window.
4. Select 000 in the Organization field.
5. Select Root Item Class in the Item Class field.
6. Select the Purchased Item template from the Available List
7. Click the Single Arrow to move it to the Selected List
The Selected List will contain two templates Finished Goods and Purchased Item.
The Create Item page opens.
9. Enter Class Item 1 in the Description field.
Note: The Item field is not enterable. The Item will be automatically generated.
11. Record your Item _______________. This Item will be used in subsequent practices.
12. Click the Associations tab.
13. Click Actions in the table tool bar and click Select and Add.
14. Search for Organization 001 Seattle. Select the Organization and click the Apply
button.
15. Search for Organization 002 Atlanta. Select the Organization and click the Apply
button.
16. Click on the Done button when Organizations 001 and 002 have been added.
DRAFT
Practice Complete
You have created a basic item.
Demonstration 6-1: Create Catalogs
Overview
You will create the catalog from the Product Information Management work area. You are
creating a catalog of item categories with items defined at the leaf level. You can also create a
catalog from the set up manager. Some customers can only create catalogs from the set up
manager.
Prerequisites
None
User Login:
scmXX.instructor
Steps:
Create a Catalog
2. Click Manage Catalogs in the Task window.
3. Select Create from the Actions menu.
4. Enter VISION_CATALOG_XX in the Catalog Name field.
5. Enter Vision XX item catalog in the Description field.
6. Enter PO Item Category in the Catalog Structure field.
7. Enter Items at leaf level in the Catalog Content field.
8. Select Allow multiple item category assignments.
9. Select the Enable hierarchies for categories check box.
10. Select None from the Source Catalog dropdown list.
11. Click Save and Close.
You have created a catalog and you can now begin to add categories and items to the
catalog.
Add Items and Categories to the Catalog
DRAFT
12. Enter VISION_CATALOG_XX in the Catalog Name field in the Advanced Search section
of the page.
13. Click on the Search button.
14. Select your catalog in the Search Results region.
15. Click on the Edit icon.
16. Click on the Category Hierarchy tab.
The Category Hierarchy tab shows the root category of the catalog, which is your catalog
name. You create the category hierarchy by creating your own categories or adding existing
or shared categories to your catalog. You can add categories that have a Category
Structure value that matches the Category Structure value of your catalog. You identified
your catalog's Category Structure value when you created your catalog.
17. Select Add Category from the Actions menu.
18. On the Select and Add window, enter Desktops in the Category Name field.
19. Click on the Search button.
20. Select the Desktops row in the Search Results region.
21. Click on the Apply button.
Clicking the Apply button adds the category to the catalog, but keeps the window open to
add more categories. Clicking the OK button will add the category and close the window.
You have learned to create a catalog, to add categories and items to the catalog, and to create
the category hierarchy by creating your own categories or adding existing or shared categories
to your catalog.
DRAFT
Practice 6-1: Create Catalogs
Overview
In this practice, you will create a catalog for the vision company. Then you will add categories to
your catalog by sharing and direct reference.
Prerequisites
 Replace XX with your terminal number or initials as indicated by your instructor.
 Do not change any default values unless instructed.
Login: scmXX.student
Steps
Create a Catalog
1. Click the Main Menu Navigator and select Product Information Management under the
2. Click Manage Catalogs in the Task window.
3. Select Create from the Actions menu.
4. Enter VISION_CATALOG_XX in the Catalog Name field.
5. Enter Vision XX item catalog in the Description field.
6. Select PO Item Category from the Catalog Structure dropdown list.
7. Select Items at leaf level from the Catalog Content dropdown list.
8. Select None for the Source Catalog dropdown list.
9. Click Save and Close.
Add a Category
10. Expand the Advanced Search region and enter VISION_CATALOG_XX in the Catalog
Name field.
11. Click on Search.
12. Select your catalog in the Search Results region.
13. Click on the Edit icon.
14. Click on the Category Hierarchy tab.
DRAFT
15. Click the Add Category icon.
16. Enter Office Supplies in the Category Name field.
17. Click the Search button.
18. Select the Office Supplies row in the Search Results region.
19. Click on the Apply button.
20. Click on the OK button.
21. Click on the Save and Close button.
Practice Complete:
You have now created a Catalog and added a Category to the Catalog.
DRAFT
Demonstration 7-1: Create Structures
Overview
This demonstration shows how to create the Item Structures.
Prerequisites
None
User Login:
scmXX.student
Steps:
2. Click the Create Item Structure link in the Task window.
3. Select 000 Operations from the Organization dropdown list.
4. Select CM82003 from the Item dropdown list.
5. Select Create New.
7. Select Structure from the Name field.
8. Click Apply and Add Details.
9. Select Select and Add from the Actions menu.
10. Add the following items:
 CM42056 Power Cord
 AS21003 Software Manual Set
 AS46334 Vario 5000 Tablet
11. Click on the OK button.
12. Click on Done.
13. Click the drop down arrow next to the save button and select Save and Close.
DRAFT
You have learned to create Item Structures.
Demonstration 9-1: Inventory Transaction Setup
Show how to setup inventory transaction sources and types using the Manage Inventory
Transaction Sources and Types UI.
Overview
In this guided demonstration, the Supply Chain Application Administrator will be creating a new
user-defined inventory transaction source type. The user-defined inventory transaction source
type along with a predefined inventory transaction action will be used to define a new user-
defined inventory transaction type. A transaction type is the combination of a transaction source
type and a transaction action. It is used to classify a particular transaction for reporting and
querying purposes.
Oracle Fusion Inventory Management also provides a list of predefined inventory transaction
types such as Sales Order Issue, Miscellaneous Issue, and Subinventory Transfer.
Navigate to the Setup and Maintenance Work Area. This will take you to the Oracle Functional
Setup Manager page. Oracle Functional Setup Manager will enable you to perform activities
such as configuring offerings, managing configuration projects, and creating implementation
projects.
Prerequisites: None.
User Login: scm00.instructor
Data Entry Details

Transaction Source Initials followed by
Transaction Source
Transaction Type Initials followed by
Transaction Type
Steps:
Navigating to the Setup and Maintenance Work Area
DRAFT
2. In the Search field, search for task Manage Inventory Transaction Sources and Types
and click the magnifying glass.
3. Click the Task Name link Manage Inventory Transaction Sources and Types.
Create User-Defined Inventory Transaction Source
4. Click the Actions drop down and select Create or click the Plus icon in the Transaction
Sources table.
5. Enter the Inventory Transaction Source Name in the Create Transaction Source dialog
window. Use your initials followed by Transaction Source.
6. Enter the Inventory Transaction Source Description in the Create Transaction Source
dialog window.
8. The newly created Transaction Source will appear in the first row of the Transaction Sources
search results.
Create User-Defined Inventory Transaction Type

9. Click the Actions drop down and select Create or click the Plus icon in the Transaction
Sources table.
10. Enter the Inventory Transaction Type Name in the Create Transaction Type dialog for
your newly defined Transaction Source. Use your initials followed by Transaction Type.
11. Enter the Inventory Transaction Type Description in the Create Transaction Type dialog
window.
12. Leave the default Inventory Transaction Action as Issue from stores.
14. Confirm the newly created inventory transaction type source and inventory transaction type
have been created successfully and click the Save and Close button.
15. You will be returned to the Setup and Maintenance Task Search page.
You have set up inventory transaction sources and types using the Manage Inventory
Transaction Sources and Types UI.
DRAFT
Practice 10-1: Review Lot and Serial Number
Overview
You will review the Lot and Serial Number Generation attributes for a given inventory
organization. Lot and Serial Number Generation attributes can be defined at the Inventory
Organization level.
Lot and Serial Number related attributes can also be defined at the item level. You will navigate
to the Product Information Management work area to review Lot and Serial Number attributes
defined for a given item.
Prerequisites None
Data Entry Details

Inventory Organization 001
Inventory Item AS65001
Steps
Review Inventory Organization Level Lot and Serial Number Parameters
Navigating to the Setup and Maintenance Work Area
2. In the Search field, search for task Manage Inventory Organizations.
3. Click the Task Name link Manage Inventory Organizations.
Review Inventory Organization Level Lot and Serial Number Parameters
4. Search and Select Organization 001 in the Organization list of values.

6. The Search Results will display Organization 001 and Organization Name Seattle.
7. Click the Manage Organization Parameters button.
DRAFT
8. Click the Lot, Serial Number, and Packing Unit tab.
9. Review the Lot Generation attributes including Prefix, Total Length, and Zero pad suffix.
10. Review Child Lot Control parameters.
11. Review the Serial Number Generation attributes including Uniqueness, Generation,
Prefix, Starting Serial Number.
12. Click the Cancel button to return to the Manage Inventory Organizations page.
13. Click the Done button to return to the Setup and Maintenance search page.
Review Item Level Lot and Serial Number Parameters
15. Click the Main Menu Navigator and select Product Information Management under
Product Management.
16. From the Overview Page in the Tasks panel drawer, click the Manage Items task link.
17. Open the Advanced Search region.
18. Enter Item AS65001 in the Item field.
20. Click the Item link for Item>Organization 000.
21. Click the Specifications tab.
22. Click the Inventory link under Item Organization.
23. Review the Lot related attributes.
24. There are several regions on the page related to Lot configuration including Lot, Lot
Expiration, Child Lot, Lot Split or Merge, and Grade Control.
25. Review the Serial related attributes.
26. There are several Serial related fields including Generation, Starting Prefix, and Starting
Number.
27. Click the Cancel button to return to the Manage Items user interface.
28. Click the Done button to return to the Work Area Overview page.
Practice Complete:
You have reviewed the Lot and Serial Number Generation attributes for an inventory
organization.
DRAFT
Demonstration 11-1: View Item On-Hand Quantity
Show how to view item on-hand quantity using the Manage Item Quantities UI.
Background
In this scenario, the Warehouse Manager is concerned about the on-hand quantity levels for a
particular item. Additionally, the Warehouse Manager wants to know which subinventory within
the warehouse the item resides
Overview
The main page in the Inventory Work Area is the Manage Item Quantities page. This will allow
you to search for On Hand, Inbound and Receiving item quantities. Additionally, you can review
item quantities at various material storage locations such as subinventory and locator. Use this
page to identify the item quantity and storage location for the item.
Prerequisites None
Login: Frank.Eagan

Item AS65001
Subinventory Stores
Steps
Navigating to the Inventory Work Area

1. From the Main Menu Navigator icon, click the Inventory link under Warehouse
Operations.
2. If the Select Organization pop-up is not displayed, click the Change Organization button
and click the LOV to see a list of Inventory Organizations.
3. Select, search, or enter your Inventory Organization 001 and click the OK button.
4. In the Advanced Search, enter item AS65001.
6. Click the Expand icon next to the organization to see on-hand quantity in all subinventories.
7. Click the Expand icon next to the subinventory.
8. Note the on-hand quantity for Your Subinventory from Table A.
DRAFT
You have viewed item on-hand quantity using the Manage Item Quantities UI.
Demonstration 11-2: Create an Inventory Reservation
Show how to create an inventory reservation against Demand Document Type ‘User Defined’
using the Manage Reservations and Picks UI.
Overview
In this scenario, the Warehouse Manager needs to create an inventory reservation against a
user-defined demand document type. The Demand Document Type ‘User Defined’ would be
used when there is not an official demand document such as a sales order or movement
request. For example, the Warehouse Manager may want to create an ad hoc reservation
against material they may need at some future point in time.
The Warehouse Manager will begin by first creating a demand document type of user defined.
The Warehouse Manager will then proceed to create a reservation against the user-defined
demand document type.
The main page in the Inventory Work Area is the Manage Item Quantities page. This will allow
you to search for On Hand, Inbound and Receiving item quantities. Additionally, you can review
item quantities at various material storage locations such as subinventory and locator. Use this
page to identify the quantity available to reserve for the item.
The regional task pane allows you to navigate to the various inventory related tasks. The task
‘Manage Reservations and Picks’ will allow you to create an inventory reservation against
demand document type ‘user defined’ in the Manage Reservations and Picks UI.
Prerequisites None
Login: Frank.Eagan
Steps:
Navigating to the Inventory Work Area

1. From the Main Menu Navigator icon, click the Inventory link under Warehouse
Operations.
3. Select, Search or Enter Your Inventory Organization from Table A and click the OK
button.
DRAFT
4. In the Advanced Search, enter Your Item from Table A.
6. Click the Expand icon next to Your Inventory Organization from Table A to see on-hand
quantity in all subinventories.
7. Click the button View Item Availability and note the available to reserve quantity for Your
Subinventory from Table A.
8. Click the OK button to close the Item Availability dialog window.
Create the Demand Document Type ‘User Defined’
9. Click the Task Drawer icon.
10. Click the Manage Reservations and Picks link.
11. Click the Create Reservations button.
12. Click the Create drop down under the Search Results: Demand region.
13. Click Create User-Defined Demand under the Create drop down.
14. Enter or select Your Inventory Organization from Table A in the Organization field.
15. Select the Supply Document Type On hand.
16. Enter the Demand Document Name. You can use your initials followed by Demand
Document.
17. Enter or select Your Item from Table A in the item field.
18. Enter Your Subinventory from Table A in the Subinventory field.
19. Enter the Reserved Quantity “1”. Ensure the Reserved Quantity entered is less than the
Available to Reserve Quantity.
21. Click the Save and Close button at top right-hand corner of the page.
Confirm that the Inventory Reservation was Successfully Created
22. In the Manage Reservations and Picks page select Reservations in the Search field.
23. Enter or select Your Inventory Organization from Table A in the Organization field.
24. Enter or select Your Item from Table A the Item field.
25. Select Demand Document Type User Defined.
27. Click the Expand icon next to Your Inventory Organization from Table A to see the Item
node.
28. Click the Expand icon next to Your Item from Table A to see the User-Defined node.
29. Click the User-Defined icon to see your Demand Document.
30. Click on the row for your User-Defined Demand Document.
31. Confirm the reservation was created with the Reserved Quantity matched against your
User-Defined Demand Document.
32. Click the Done button and you will be returned to the Inventory Work Area.
DRAFT
You have created an inventory reservation against Demand Document Type ‘User Defined’
using the Manage Reservations and Picks UI.
Demonstration 12-1: Create Miscellaneous Inventory Transaction
Show how to use the Create Miscellaneous Transaction UI by creating a miscellaneous
inventory transaction issuing an item out of inventory.
Overview
In this guided demonstration, the Engineering department needs to issue an item out of
inventory for a prototype they are building. There is a walk up stock room where the engineer is
able to make the request for the item. The warehouse operator will need to identify the location
of the item in inventory and pick the item from that inventory location. The warehouse operator
will then create a Miscellaneous Issue transaction to record the fact that the Engineering
department was issued this item.
Navigate to the Inventory Work Area. The main page in the Inventory Work Area is the Manage
Item Quantities page. This will allow you to search for items with on-hand quantities as well as
items with inbound quantities on known shipments that have not yet been received. Additionally,
you can also search for items in receiving waiting to be put away into inventory locations. You
can also review item quantities at various material storage locations including inventory
organization, subinventory, and locator. The Manage Item Quantities user interface is used to
identify the location where the item exists so it can be picked and delivered to the Engineering
department. The guided demonstration will conclude by creating a miscellaneous transaction to
issue the quantity picked.
Prerequisites: None
Login: Scm00.instructor
Data Entry Details

Subinventory Stores
Account 101-10-24220-000-000
Quantity 1
Steps:
DRAFT
Review Item On-Hand Quantity
1. Click the Main Menu Navigator and select Inventory under Warehouse Operations.
2. Select Organization 001 in the Select Organization dialog window.
4. In the Manage Item Quantities user interface, enter your item (e.g. ‘AS65001’) in the Item
field in the Advanced Search pane.
6. Click the Expand icon next to the Item to view on-hand quantity in the Inventory
Organization.
7. Click the Expand icon next to the Organization to view the on-hand quantity in the
Subinventory.
8. Note the On-Hand Quantity for subinventory Stores.
Create a Miscellaneous Issue Transaction
9. Open the task drawer and click the Create Miscellaneous Transaction link.
10. In the Type field, select Miscellaneous issue.
11. Click the Search icon next to the right of the Account filled.
12. Click the Search button in the Account dialog window.
13. Select Account 101.10.24220.000.000.000.
15. Click the Actions drop down and select Add or click the Plus icon in the Transaction Lines
table.
16. Enter your item (e.g. “AS65001” ) in the Item field.
17. Enter or Select Subinventory Stores.
18. Enter 1 in the Quantity field.
20. Click the OK button to close the Confirmation Message dialog window.
21. You’ll be returned to the Manage Item Quantities user interface.
Find Location Where Item Exists and Review the Current Balance
22. In the Manage Item Quantities user interface, enter your item (e.g. ‘AS65001’) in the Item
field in the Advanced Search pane.
Organization.
Subinventory.
26. Note the On-Hand Quantity for subinventory Stores.
27. The on-hand quantity for Item AS65001 in subinventory Stores will be reduced by 1.
DRAFT
You have used the Create Miscellaneous Transaction UI by creating a miscellaneous inventory
transaction issuing an item out of inventory.
Practice 12-1: Create Miscellaneous Inventory Transaction
Overview
In this activity, you will walk through the steps used to create a miscellaneous inventory
transaction.
You are a warehouse manager/operator or inventory manager that needs to record a
miscellaneous receipt for an item.
You will navigate to the Create Miscellaneous Transaction task to create a miscellaneous
receipt. Once the miscellaneous receipt has been created and submitted, you will return to the
Manage Item Quantities page to view the on-hand quantity for the item.
Data Entry Details

Transaction Type Miscellaneous Receipt
Inventory Item Enter the Item you created in
Create Basic Item practice
Subinventory Stores
Account 101-10-24220-000-000
Quantity 100
Unit Cost 100
Steps
Perform the following steps:

1. Create a miscellaneous receipt for a quantity of 100.
2. Enter item price of 100.
3. Review item to confirm on-hand quantity is 100.
Create a Miscellaneous Receipt Transaction
1.
2.
3.
DRAFT
Click the Main Menu Navigator and select Inventory under Warehouse Operations.
Select Organization 001 in the Select Organization dialog window.
Click the OK button.
4. Open the task drawer and click the Create Miscellaneous Transaction link.
5. In the Type field, select Miscellaneous Receipt.
6. Click the Search icon next to the right of the Account field.
7. Select Account 101-10-24220-000-000 by entering 24220 in the Account field.
9. Click the Actions drop down and select Add or click the Plus icon in the Transaction Lines
table.
10. Enter your item (the item that you created in the Create a Basic Item lesson) in the
Item field.
11. Select Stores in the Subinventory field.
12. Enter 100 in the Quantity field.
13. Click the View Details button.
14. Click the Enter Cost Details link for the Unit Cost label.
15. Deselect the Use Current Item Cost box.
16. Click the Add or Plus icon under Enter Cost by Component.
17. Click the Cost Component Code cell.
18. Click the Cost Component Code list of values.
19. Select Item price for the Cost Component Code.
20. Enter 100 into the Unit Cost (USD) field.
21. Click the OK button to close the Enter Cost Details dialog window.
22. Click the OK button to return to the Create Miscellaneous Transaction page.
25. You’ll be returned to the Manage Item Quantities user interface.
Find Location Where Item Exists and Review the Current Balance
26. In the Manage Item Quantities user interface, enter your item (the item that you created in
the Create a Basic Item lesson) in the Item field in the Advanced Search pane.
Organization/
Subinventory.
30. The on-hand quantity for Your Item in subinventory Stores will be 100.
Practice Complete:
You have created a Miscellaneous Inventory Transaction.
DRAFT
Demonstration 12-2: Create Movement Request
Show how to create, pick, and pick confirm a movement request requesting an item to be issued
out of inventory.
Overview
In this guided demonstration, the Engineering department needs to issue an item out of
inventory for a prototype they are building but the policy states that a document is always
required to track this type of a request. A movement request requisition is created requesting
the item be issued out of inventory. After the request is generated, the warehouse operator can
automatically print the pick slip with the requested quantity. The warehouse operator will use the
pick slip to identify the picking location so it can be physically picked and delivered to
Engineering. The inventory clerk will use the Pick Confirm user interface to record the picked
quantity in the system.
Navigate to the Inventory Work Area. The main page in the Inventory Work Area is the Manage
Item Quantities page. The regional task pane allows you to navigate to the various inventory
related tasks. Selecting the task Create Movement Request will allow you to create a
“Movement Request Issue” requisition.
Next you will navigate to the Manage Reservations and Picks user interface where you can
manually have the system assign a picking location and create a pick slip. The material would
then be physically picked by the warehouse operator.
The last step is to navigate to the Confirm Pick Slips user interface to record the actual picked
quantity into the system.
Prerequisites None
Login: Frank.Eagan
Data Entry Details

Source Subinventory Stores
Account 101-10-24220-000-000
DRAFT
Requested Quantity 5
Picked Quantity 5
Steps:
Create Movement Request
4. Click the Manage Movement Requests link in task drawer.
Create a movement request to issue the material. This will be done using the Manage
Movement Request user interface.
5. In the search results section, click on the Create or Plus icon.
6. The create Movement Request page is launched with a pre-numbered movement request.
**Note “your movement request number” for use later in the exercise.
7. Enter a Movement Request Description.
8. Select Movement Request Issue from the drop down list for Transaction Type.
9. Choose or select Stores in Source Subinventory field.
10. Enter 101.10.24220.000.000.000 into the Account field.
11. Click the Create or Plus icon in the Lines region.
12. Enter item number AS65001.
13. Enter the 5 in the Requested Quantity field.
16. Click the Done button to return to the Manage Item Quantities user interface.
Use the Manage Reservations and Picks user interface to Record the “Pick” Assignment and
Create the Pick Slip. The next steps show how to record the “Pick” assignment that allocates
the material for the movement request. This can be done manually using the Reservations and
Picks user interface or can be performed automatically using “Print Movement Request Pick Slip
Report” scheduled process. In this demo we will do this manually using the Manage
Reservations and Picks user interface.
17. Click task the Manage Reservations and Picks in the task drawer.
18. Click the Actions drop down in the Search Results area.
19. Select the action Create Picks.
20. Enter item number AS65001.
DRAFT
21. Select Demand Document Type Movement request.
22. Enter your Demand Document Number / Movement Request Number.
24. Select the record and click the Pick Automatically button.
25. Click the OK button to close the Confirmation Message.
Notice that the “Pick Automatically” feature has automatically selected the subinventory that
will be used to pick the quantity. This is automatically done using the picking rules setup for
the inventory organization. At this point you can click on the “Generate Pick Slip” button,
print out the pick slip, and go physically pick the item. For purposes of this demo we will
assume that those steps are done, exit the Reservations and Picks UI and move forward to
the Pick Confirm steps that occur after the items are physically picked from the assigned
subinventory/locator.

27. Click in the Done button.
Perform Movement Request Pick
28. Click the Confirm Pick Slips link in the task drawer.
29. Enter your movement request number in the Movement Request field.
31. Click the Pick Slip number for your Movement Request.
32. Click the Ready to Confirm checkbox.
33. Enter 5 for the Picked Quantity.
34. Click the “Confirm” button or Confirm and Close button.
35. Click the “Done” button to return to the Manage Item Quantities user interface.
You have shown how to create, pick, and pick confirm a movement request requesting an item
to be issued out of inventory.
DRAFT
Practice 12-2: Create and Process Movement Request
Overview
In this activity, you will walk through the steps used to create, pick, and pick confirm a
movement request requesting an item to be moved from one storage location to another.
You are a warehouse manager that wants to move inventory from one subinventory to another.
You will create a movement request requisition that will tell the warehouse operator the “from”
and “to” locations to use to transfer the material. The warehouse operator will use the Manage
Reservations and Picks user interface to assign the pick location and print the pick slip. The
warehouse operator will then physically transfer the material and record this material movement
in the system using the Confirm Pick Slips user interface.
Prerequisites: None
Steps
1. View item balance in the Stores subinventory to note the initial balance
2. Create Movement Request Transfer to move a quantity of 5 from the Stores to the
Inspection subinventory
3. Create the pick assignment
4. Pick confirm the actual picking quantity
5. View item balance to confirm on-hand quantity has been decremented by 5
Data Entry Details

Destination Subinventory Inspection
Requested Quantity 5
Picked Quantity 5
1.
2.
3.
DRAFT
Select Organization 001 in the Select Organization dialog window.
Click the OK button.
4. In the Manage Item Quantities user interface, enter Your Item (the item that you created in
Organization.
Subinventory.
8. Note the On-Hand Quantity for subinventory Stores and subinventory Inspection.
Create Movement Request
9. Click the Manage Movement Requests link in task drawer.

Create a movement request transfer to move material from a source subinventory to a
destination subinventory. This will be done using the Manage Movement Request user
interface.
10. In the search results section, click on the Plus icon.
11. The create Movement Request page is launched with a pre-numbered movement request.
**Note “your movement request number” for use later in the exercise
12. Enter a Movement Request Description.
13. Select Movement Request Transfer from the drop down list for Transaction Type.
14. Select Stores in the Source Subinventory field.
15. Select Inspection in the Destination Subinventory field.
16. Click the Plus icon in the Lines region.
17. Enter Your Item number (the item that you created in the Create a Basic Item lesson).
18. Enter 5 in the Requested Quantity field.
21. Click the Done button to return to the Manage Item Quantities user interface.
Pick Movement Request
22. Click the task Manage Reservations and Picks in the task drawer.
23. Click the Actions drop down menu in the Search Results table.
24. Select the action Create Picks.
25. Enter Your Item number (the item that you created in the Create a Basic Item lesson) in the
Item field.
26. Select Movement request in the Demand Document Type field.
27. Enter your Demand Document Number / Movement Request Number.
DRAFT
29. Select the record and click the Pick Automatically button.
32. Click the Done button.
33. You will be returned to the Manage Item Quantities user interface.
Confirm Pick Slip
34. Click the Confirm Pick Slips link in the task drawer.
35. Enter your Movement Request number in the Movement Request field.
37. Click on the Pick Slip number for your Movement Request.
38. Click the Ready to Confirm checkbox.
39. Enter 5 for the Picked Quantity.
40. Click the Confirm button (or Confirm and Close).
41. Click the Cancel button (if you didn’t click Confirm and Close).
43. You will be returned to the Manage Item Quantities user interface.
44. In the Manage Item Quantities user interface, enter Your Item (the item that you created in
Organization.
Subinventory.
48. Note the On-Hand Quantity for subinventory Stores and subinventory Inspection
The on-hand quantity in subinvetory stores will be reduced by 5 and the on-hand quantity in
subinventory inspection will be increased by 5.
Practice Complete:
You have created and processed movement request.
DRAFT
Demonstration 12-3: Create Interorganization Transfer
Show how to create an Interorganization Transfer to transfer material between two inventory
organizations.
Overview
In this scenario, material is being transferred from one inventory organization to another. A
shipment number will be generated for the interorganization transfer. The warehouse receiving
practice will show how the interorganization shipment is received in the destination
organizations.
The demo first shows the Manage Interorganization Parameters setup user interface setup
including the definition of the ‘Iintransit’ relationship between two organizations.
The demo then shows the navigation to the Manage Interorganization Transfers user interface.
An “In transit” interoganization transfer is then created showing how to transfer material from the
source organization to the destination organization.
Prerequisites None
Login: SCM_IMPL
Interorganization Parameter Transfer Type must be set to ‘In transit’ in order to complete this
demonstration.
Data Entry Details

From Organization 001
To Organization 002
Steps
Manage Interorganization Parameters
2. Click the Search button in the upper right hand corner.
3. In the Search field, search for task Manage Interorganization Parameters and click the
DRAFT
magnifying glass.
4. Click the Task Name link Manage Interorganization Parameters.
5. Select the From Organization 001 Seattle.
6. Select the To Organization 002 Atlanta.
The search results will show the From Organization 001 and To Organization 002. The
transfer type is ‘In transit’ indicating that an in-transit shipment will be generated for the
interorganization transfer. Note that the “Transfer Type” column defines whether a “Direct” or
“Intransit” transfer is required between the two organizations. The “Receipt Routing” column
is used for “Intransit” transfers and determines how the receipt of the transfer in the
destination organization will be handled. Also note the “Transfer Order Required” column. If
this column is checked, transfers from the source organization to destination organization
require a Transfer Order and cannot be done using the Create Interorganization Transfer
user interface.
8. Click the Cancel button.

10. Sign Out as user SCM_IMPL.
Data Entry Details

User Login Frank.Eagan
Destination Organization 002
Transfer Type Intransit Shipment
Item AS65001
Destination Subinventory Stores
Quantity 1
Create Interorganizaton Transfer
12. Click the Task Drawer icon.
13. Click the task Create Interorganization Transfer in the task drawer.
14. Select Destination Organization 002 Atlanta.
15. Confirm Transfer Type is Intransit Shipment.
16. Click the Generate Shipment Number button.
17. Record the Shipment Number _____________.
18. Click the Add or Plus icon.
19. Enter Item AS65001.
DRAFT
20. Enter Source Subinventory Stores.
21. Enter Destination Subinventory Stores.
22. Enter Quantity 1.
You have shown how to create an Interorganization Transfer to transfer material between two
inventory organizations.
Practice 13-1: Create and Receive an In-Transit Interorganzation
Transfer
Overview
In this activity, you will walk through the steps used to create an Interorganization Transfer
transferring material between two different warehouses in separate inventory organizations
In this scenario, material is being shipped via carrier from the main distribution warehouse to a
second warehouse. This will require the use of an “intransit” Interorganization transfer. The
“intransit” Interorganization transfer must be created in the source warehouse and then the
product must be received and put away in the destination warehouse.
Prerequisites
Interorganization parameters need to be setup for the “from” and “to” organizations with an
“Intransit” transfer type in order to complete this activity. The Receipt Routing should be set to
“Standard”.
Steps
Perform the following tasks:
1. Review on-hand quantity in destination organization
2. Create interorganization transfer transferring a quantity of 5 from the source
organization to the destination organization
3. Receive the product in the destination organization using “Standard” receipt routing
4. Put away the material to Inventory
5. Review on-hand quantity in destination organization
Data Entry Details

Item Enter the Item you created in
Quantity 5
1.
DRAFT
Review On-Hand Quantity in Destination Organization
4. In the Manage Item Quantities user interface, enter your item (the item that you created in
5. Click the Search button
Organization
Subinventory
8. Note the On-Hand Quantity for subinventory Stores
Data Entry Details

Transaction Type Intransit Shipment
Quantity 5
Transfer Type In transit (Transfer type must
be set to ‘In transit’ in the
Manage Interorganization
Parameters user interface)
Create Interorganization Transfer
9. Click the Change Organization button.

10. Enter 001 in the Organization field.
12. In the Tasks panel drawer, click the Create Interorganization Transfer task link.
13. Select Destination Organization 002- Atlanta.
14. Select Intransit Shipment from the Transaction Type dropdown list.
This field should automatically populate for you.
15. Click the Generate Shipment Number button and record your Shipment Number.
16. Click the Add icon in the Transaction Lines region.
DRAFT
17. Enter Your Item number (the item that you created in the Create a Basic Item lesson) in the
Item Number field/
18. Select Stores in the Source Subinventory field.
19. Select Stores in the Destination Subinventory field.
20. Enter 5 into the Quantity field.
22. Click OK to confirm.
Data Entry Details
Navigate to Receipts Work Area

1. Click the Change Organization button.
2. Enter 002 in the Organization field.
3. Click the Main Menu Navigator icon.
4. Click the Receipts link under Warehouse Operations.
5. In the Tasks panel drawer, click the Receive Expected Shipments.
6. Enter your In-Transit Shipment Number.
8. Select the record and click the Receive button.
9. Click the Show Receipt Quantity button. This action will default Quantity entered for the
Interorganization transfer.
10. Click the Create Receipt button.
12. **Note the receipt number for use later in the exercise**
13. Click OK to confirm.
15. In the Tasks panel drawer, click the Put Away Receipts link.
16. Enter your Receipt or In-Transit Shipment number.
18. Select the record and click the Put Away button.
20. Click the OK button to close the confirmation message.
21. Click in the Done field.
Review the On-hand Quantity in the Destination Organization

22. Click the Main Menu Navigator icon.
23. Click the Inventory link under Warehouse Operations.
24. In the Advanced Search, enter Your Item (the item that you created in the Create a Basic
Item lesson).
DRAFT
26. Click the Expand icon next to your organization to see on-hand in all subinventories.
27. Click the Expand icon next to the subinventory that was received against.
28. Verify the on-hand quantity is correct based upon the transactions you performed.
The on-hand quantity should have increased by 5.
You have created and received an In-Transit Interorganzation Transfer.
Demonstration 14-1: Material Status Control Setup
Show how to setup Material Status Control using the Manage Material Statuses UI.
Overview
In this scenario, the Supply Chain Application Administrator will be creating a new material
status. The Supply Chain Application Administrator needs to disallow subinventory transfer
transactions for a particular subinventory. This subinventory is used to store defective material
and transfers from this subinventory to other subinventories need to be prohibited. The Supply
Chain Application Administrator will use Material Status Control functionality to control
subinventory transfer transactions for the given subinventory.
Navigate to the Setup and Maintenance Work Area. This will take you to the Oracle Functional
Setup Manager page. Oracle Functional Setup Manager will enable you to perform activities
such as configuring offerings, managing configuration projects, and creating implementation
projects.
Prerequisites: None
Login: Frank.Eagan
Data Entry Details

Material Status Name Initials followed by Material
Status
Disallowed Transaction Subinventory Transfer
Create Subinventory Initials followed by SUB
Steps:
Create Material Status
1. From the Main Menu Navigator select Setup and Maintenance.

2. In the Search field, search for task Manage Material Statuses and click the magnifying
glass icon.
DRAFT
4. In the Search Results table, click the Create icon.
5. In the Create Material Status dialog window, enter your Material Status (Initials followed
by Material Status). For example: MJ Material Status.
6. Provide a Material Status Description.
7. In the Create Material Status dialog window, select Transaction Subinventory Transfer.
8. Click the Arrow to move the transaction Subinventory Transfer from the Allowed to
Disallowed column.
9. Transaction Subinventory Transfer should now appear in the Disallowed column.
10. Check the Usage check box for Subinventory.
11. Click the OK button to close the Create Material Status dialog window.
12. Confirm the newly created material status has been created and click the Save and Close
button.
13. You will be returned to the Setup and Maintenance Work Area.
Assign Material Status to Subinventory
14. In the Search field, search for task Manage Subinventories and Locators and click the
magnifying glass icon.
18. Click the Create icon to create a new Subinventory.
19. In the Create Subinventory dialog window, enter your Subinventory (Initials followed by
SUB). For example: MJSUB.
20. Provide a Subinventory Description.
21. In field Material Status, select the newly created Material Status.
23. Review confirmation message “Your changes were saved.” Click the OK button.
You have set up Material Status Control using the Manage Material Statuses UI.
DRAFT
Demonstration 14-2: Create Subinventory Transfer for Disallowed
Transaction
Show how material status is used to disallow a subinventory transfer transaction from being
created. Guided Demonstration 2-1 shows how to setup Material Status Control. Guided
Demonstration 2-2 show how Material Status Control is used to disallow the creation of a
subinventory transfer transaction.
Overview
In this scenario, the Warehouse Manager will attempt to create a subinvetnory transfer
transaction. The subinventroy transfer transaction will be used to validate the setup performed
in Guided Demonstration 2.1 – Material Status Control Setup. The demonstration will show that
creation of a subinventory transfer will be prevented.
Navigate to the Inventory Work Area. This will take you to the Manage Item Quantities page.
This is the landing page for the Inventory Work Area. From this page, you can navigate to all
Inventory Management related tasks. Navigate to the Create Subinventory Transfer task to
initiate the process of creating a subinventory transfer transaction.
Prerequisites: None
Login: Frank.Eagan
Data Entry Details

Item AS65001
Subinventory Initials followed by SUB
Create Subinventory Transfer Transaction

1. Click the Main Menu Navigator and click the Inventory link under Warehouse Operations.
2. If the Select Organization pop-up does not display, click the Change Organization button
3. Select, Search, or enter Your Organization and click the OK button.
4. This will open the Manage Item Quantities UI.
5. Click on the Tasks icon to open the Task Drawer.
DRAFT
6. Click on the task Create Subinventory Transfer task.
7. Select the Inventory Transaction Type Subinventory Transfer.
8. Click the Add icon to add a row to the Transaction Lines table.
9. Enter or select the Item.
10. Enter or select your Subinventory.
11. You will notice your Subinventory MJSUB is unavailable for selection. This is because the
Material Status associated with the your Subinventory prohibits the transaction type
Subinventory Transfer.
You have created a Subinventory Transfer for Disallowed Transaction.
DRAFT
Demonstration 15-1: Run Min-Max Planning at the Organization Level
Show process of setting up and executing min max planning at the Organization level. The
user defines the min max parameters for the item and runs the min max planning report for the
item in an organization.
Overview
Inventory Control personnel will periodically run the min-max planning process to generate the
min-max planning report and to generate requisitions to buy, transfer or manufacture parts to
replenish the warehouse. The report can be run for all min-max planned items in an
organization or for individual items, categories of items or items controlled by individual planners
or buyers.
In this demonstration the min-max process will be run for an individual item.
First we will create an item to be used as we run the min-max planning process. Navigate to the
Create Item page and create a new item. The new item will be configured to allow min-max
planning at the organization level.
Once the item is configured, run the min-max planning process for the newly defined item. The
report will run and a requisition will be generated to replenish the inventory level up to the
maximum quantity defined for the item.
Prerequisites: None
Login: scmXX.instructor
Data Entry Details

Steps
Define New Item to use in Min-Max Planning
1. Click on the Main Menu Navigator and select Product Information Management under
DRAFT
Product Management.
2. In the task drawer, select the Create Item task.
3. Enter the organization where you are creating the item: 000.
4. Leave the default Create New radio button.
5. Select Item Class Root Item Class.
6. Select Template Purchased Item from the Available List.
7. Click on the single arrow to move it to the Selected List.
8. Click the OK button to close the Create Item dialog window.
9. The Create Item page is displayed.
10. Enter an item description in the Description field.
12. Record the Item _______________. This item will be used later in this demo.
14. Click Planning under Item Organization.
15. Select Inventory Planning Method Min-max planning.
16. Under the Min-Max Quantity section, enter Minimum Quantity 1.
17. Under the Min-Max Quantity section, enter Maximum Quantity 15.
18. Under the Source section, select Organization for Replenishment Type.
20. Click the Select and Add icon.
21. Search for Organization 001 and Apply.
22. Search for Organization 002 and Apply.
23. Click on the Done button when Organizations 001 and 002 have been added.
24. Click the Save and Close button at the top of the page.
25. In the task drawer, select the Manage Items task.
26. Enter your newly defined item from Step 12 in the Item field.
28. Click on your Item for the record with Item>Organization 001.
30. Click Planning under Item Organization.
31. Under the Source section, select Organization Atlanta 002.
Run the Min-Max Scheduled Process
33. Click on the Main Menu Navigator and select Scheduled Processes under Tools.
34. Click the Schedule New Process button.
35. Select Scheduled Process Print Min-Max Planning Report.
36. Enter the Process Detail Parameters.
Organization: 001
DRAFT
Sort By: Inventory Item
From Item: Your New Item (This is the item number you recorded in Step 12)
To Item: Your New Item (This is the item number you recorded in Step 12)
Planning Level: Organization
Item Selection: All min-max planned items
Lot Control: Include both lot and not lot controlled items.
Demand Cutoff Date: Current Date
Demand Cutoff Date Offset: 0
Supply Cutoff Date: Current Date
Supply Cutoff Date Offset: 0
Restock: Yes
Click the Advanced button
Click the Output tab.
Click the Add icon
Select Format PDF
38. Record the Scheduled Process identifier.
39. Click the OK button to close the confirmation message.
40. Click the Close button on the Process Details window.
View the Min-Max Report
41. Click on the Refresh button and select the line with the Print Min-Max Planning report
process that was just executed.
42. Scroll down to the Output section on the Schedule Process page.
43. Click the Republish button.
44. Click the View Report icon.
45. Select PDF.
46. View the Report Details.
47. Confirm the Minimum Quantity, Maximum Quantity, and Reorder Quantity.
You have run Min-Max Planning at the Organization Level.
DRAFT
Practice 15-1: Run Min-Max Planning at the Subinventory Level
Overview
In this activity, you will walk through the steps used to run the Min-Max Planning report at the
subinventory level.
In this scenario you need to replenish one of your subinvnetories that has been configured to
support min-max planning. Min-max planning is performed by running the Min-max planning
report. By selecting the subinventory level planning and specifying a subinventory, you run min-
max planning for a single subinventory only.
Prerequisites: None
Steps
Perform the following steps:
1. Create a new item.
2. Create a subinventory with required min-max parameters.
3. Run the min-max planning process for the subinventory.
4. View the Min-Max Report.
Data Entry Details

User Login
Define New Item to use in Min-Max Planning
1. Click on the Main Menu Navigator and select Product Information Management under
Product Management.
2. In the task drawer, select the Create Item task.
3. Enter the organization where you are creating the item: 000.
4. Leave the default Create New radio button.
DRAFT
5. Select Item Class Root Item Class.
6. Select Template Purchased Item from the Available List.
7. Click on the single arrow to move it to the Selected List.
8. Click the OK button to close the Create Item dialog window.
The Create Item page is displayed.
9. Enter an item description in the Description field.
11. Record your Item _______________. This Item will be used later in this practice.
13. Click the Select and Add icon.
14. Search for Organization 001 by entering 001 in the Search field and click the Search icon.
15. Select the Organization 001 and click Apply.
16. Click the Done button once Organization 001 has been added.
Create New Subinventory to use in Min-Max Process
Data Entry Details

Subinventory User Defined
(InitialsMINMAX)
18. Click on the Main Menu Navigator and select Setup and Maintenance.
19. Enter the task Manage Subinventories and Locators in the Search field and click the
Search icon.
20. Click on the task name Manage Subinventories and Locators.
21. Select Organization 001 and click OK.
23. Enter Subinventory Name (InitialsMINMAX), For example, MJMINMAX.
Note. You will need to remember your subinventory name for later in this practice.
24. Enter a Subinventory Description.
26. Click the OK button to close the Confirmation dialog window.
27. Click the Manage Item Subinventories button.
28. Click the Add icon.
29. Enter your Item that you recorded earlier in this practice in Step 11.
30. Click the Min-Max planning check box.
31. Enter the Minimum Quantity 1 and Maximum Quantity 10.
32. Select Source Type of Subinventory.
Note. Selecting Subinventory causes the min-max planning to create a movement request.
To create a transfer order that does a subinventory transfer within the same organization,
select Organization as the Source Type and enter the same organization you are creating
DRAFT
the new subinventory under (001 in this use case).
35. Click the Done button on the Manage Subinventory page.
Run the Min-Max Scheduled Process
36. Click on the Main Menu Navigator and select Scheduled Processes under Tools.
37. Click the Schedule New Process button.
38. Select Scheduled Process Print Min-Max Planning Report and click OK.
39. Enter the Process Detail Parameters.
Organization: 001
Sort By: Inventory Item
From Item: Your New Item (This is the item number you recorded in Step 11)
To Item: Your New Item (This is the item number you recorded in Step 11)
Planning Level: Subinventory
Item Selection: All min-max planned items
Subinventory: Your Subinventory
Lot Control: Include both lot and not lot controlled items.
Demand Cutoff Date: Current Date
Demand Cutoff Date Offset: 0
Supply Cutoff Date: Current Date
Supply Cutoff Date Offset: 0
Restock: Yes
Click the Advanced button
Click the Output tab.
Click the Add icon
Select Format PDF
41. Click the OK button in the Confirmation window.
42. Click the Close button.
View the Min-Max Report
43. Click the Refresh button and select the line with the Print Min-Max Planning report process
that was just executed.
44. Scroll down to the Output section on the Schedule Process page.
45. Click the Republish button. The Oracle BI Publisher window displays.
46. Click the View Report icon.
47. Select PDF.
48. View the Report Details.
Confirm the Minimum Quantity, Maximum Quantity, and Reorder Quantity.
49. Close the Oracle BI Publisher Window by clicking the “X” in the upper right hand corner.
View Movement Request Created by Min-max Planning Process

50. Click on the Main Menu Navigator and select Inventory under Warehouse Operations.
DRAFT
51. In the task drawer, select Manage Movement Requests.
52. Enter your item in the Item search field, then click on the Search button.
53. View the movement request that was created by min-max processing.
Practice Complete:
You have run Min-Max Planning at the Subinventory Level.
Demonstration 16-1: Create Cycle Count, Record Count Sequences,
and Approve Count Sequences
Overview
In this scenario the warehouse manager will perform a miscellaneous receipt into a
subinventory, define a cycle count, generate count sequences, record count sequences and
approve count sequences. This process will show adjusting inventory with the correct item
quantity.
Perform a miscellaneous receipt to assure there is inventory to count prior to creating a cycle
count. Show how a cycle count is defined, and how the counts are recorded and approved using
the Manage Cycle Counts UI and the Counts Work Area.
Navigate to Counts Work Area. The main page is a work area that shows count sequences that
need to be recorded as well as count sequences that have been recorded but have discrepant
quantities from the current system quantity and needs to be approved based on the approval
settings of the cycle count.
Prerequisites: Prior to running this demo, the user needs to complete create a subinventory.
Data Entry Details

Organization 001
Count Name Your Initials_CYCLE1
Item Your Item
Subinventory Your Initials Subinventory
Steps
Create a Subinventory
2. In the Search field, enter task Manage Subinventories and Locators.
DRAFT
3. Click the task name link Manage Subinventories and Locators.
6. Enter your Subinventory using your Initials followed by SUB. For example, MJSUB.
7. Enter your Subinventory description.
9. Click the OK button to close the Confirmation Message dialog.
10. Click the Done button to return to the search page.
Perform a Miscellaneous Receipt

12. From the Home page click the Warehouse Operations icon.
13. Click the Inventory icon.
The Manage Item Quantities page is displayed.
14. Enter Organization 001
15. Click the task list panel drawer and select the Create Miscellaneous Transaction link.
The Create Miscellaneous transaction page is displayed.
16. Select Miscellaneous Receipt from the list of values on the Type field.
17. Select any Account from the list of values on the Account field.
18. On the Transaction Lines table click the Plus icon.
19. In the Item field, enter Your Item , tab out.
20. In the Subinventory field, enter Your Initials Subinventory.
21. In the quantity field, enter a quantity of 10.
22. Click Submit.
You will receive a message stating your transaction processed with no issues.
Create a Cycle Count

1. Click the Counts icon at the top of the page. The Cycle Counts Overview Page is displayed.
2. From the Overview page, click the task list icon and select Create Cycle Count.
The Create Cycle Count: Enter Primary Details page is displayed.
3. Enter the desired information into the Count Name field. Enter "Your Initials _CYCLE1".
4. Enter the desired information into the Description field. Enter "Your Initials _Cycle Count
1 ".
5. Select Your Subinventory and click the Include in Count button.
The Create Cycle Count: Define Items and Classes page displays.
7. On the ABC Classes table, click the Add Row icon.
8. Select Class A from the choice list in the ABC Class column.
9. Enter the counts per year for Class A in the Counts per Year column. Enter 152 and tab out
of field
10. Click the Add Row icon on the Class A: Items table.
DRAFT
11. Enter Your Item in the item field and tab out. Click Save
The Create Cycle Count: Define Schedules and Approvals page displays.
13. In the Schedules section select the Automatically Schedule checkbox.
14. In the Frequency field, select Daily.
15. In the Workday Schedule field, select Operations.
16. In the Approvals Section click the Approval required option.
17. Select Always for the Approval Type option.
The Create Cycle Count: Define Parameters page displays.
19. Enter a number into the Starting Count Sequence field. Enter 10000.
20. Enter a number into the Maximum Suggested Days Late field. Enter 1.
21. Accept the default settings under the Serial Number Options sub-header
The Create Cycle Count: Review page is displayed.
23. Review all Cycle Count Settings in the Create Cycle Count: Review page.
24. Click the Define Items and Classes step in the Cycle Count Definition train and verify the
counts per year is 152. Click Save and Close.
The Manage Cycle Counts page is displayed with the cycle count just created listed in the
search results.
Generate Count Schedules and Count Sequences

25. Select the "Your Initials_CYCLE1 "
26. Click the Actions list on the menu bar and select Generate Count Schedules.
28. Review the concurrent process from this action. Click the navigator and select Scheduled
Processes under the Tools heading.
29. The Scheduled Processes Overview page displays. Click the refresh icon and verify the
Generate Count Schedules process has a status of Succeeded.
30. Do not attempt the next action until the Generate Count Schedules process has
succeeded.
31. Click the Navigator, select Counts under Warehouse Operations
32. Click the Task panel and select the Manage Cycle Counts link.
33. Search for Your Cycle Count by expanding the Advanced Search and entering Your Cycle
Count in the Count Name field. Click Search.
34. Select Your Cycle Count, and then click the Actions list on the menu bar. Select Generate
Count Sequences.
Generate Count Sequences process has a status of Succeeded.
37. Navigate back to the Counts work area by clicking the Navigator and selecting Counts
under Warehouse Operations.
38. Click the task list panel drawer and select the Record Count Sequences link.
The Record Count Sequence Page displays.
DRAFT
39. Enter Your Initials_Cycle1 in the Count Name field in Advanced Search.
The Count Sequence is shown in the Search Results table.
41. Select the Count Sequence. Enter a quantity of 5 in the Count Quantity field.
42. Accept the default, or select a name from the Counted By list of values.
43. Click Submit.
You will receive a confirmation message indicating the number of count sequences
processed.
Navigation brings you back to the Overview page of the Counts work area. In the Count
Sequences to Approve table, count sequences needing approval are displayed.
45. Click the number link in the Total column for your count.
The Approve Count Sequences page displays with the count sequence populated in the
Search Results table.
46. Accept the default, or select from the list of values a Reviewed By name and click the
Approve button.
The Count Sequence Status changes from Pending approval to Approved not
submitted.
48. You will receive a confirmation message indicating the approval process was completed and
the adjustments were processed.
49. This concludes the demo of creating a cycle count, recording a count sequence, and
approving the count sequence.
You have created Cycle Count, recorded Count Sequences, and approved Count Sequences.
DRAFT
Practice 16-1: Create Cycle Count, Record Count Sequences, and
Approve Count Sequences
Overview
In this scenario the warehouse manager will perform a miscellaneous receipt into a
subinventory, define a cycle count, generate count sequences, record count sequences and
approve count sequences. This process will show adjusting inventory with the correct item
quantity.
Perform a miscellaneous receipt to assure there is inventory to count prior to creating a cycle
count. Show how a cycle count is defined, and how the counts are recorded and approved using
the Manage Cycle Counts UI and the Counts Work Area.
Navigate to Counts Work Area. The main page is a work area that shows count sequences that
need to be recorded as well as count sequences that have been recorded but have discrepant
quantities from the current system quantity and needs to be approved based on the approval
settings of the cycle count.
Prerequisites
 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
 Prior to running this demo, you must complete these practices:
o Creating a Basic Item
Data Entry Details

Organization 001
Count Name Your Initials_CYCLE1
Example: MJ_CYCLE1
Subinventory Use the Subinventory you
created in the Create
Subinventory practice. Initials
DRAFT
followed by SUB. Example:
MJSUB
Steps
Perform a Miscellaneous Receipt

1. Navigate to the Inventory work area by clicking the Warehouse Operations icon on the
Home page.
2. Click Inventory icon
3. The Manage Item Quantities page is displayed.
4. Click the task list panel drawer and select the Create Miscellaneous Transaction link.
The Create Miscellaneous transaction page is displayed.
5. Select Miscellaneous Receipt from the list of values on the Type field.
6. Select the icon to the right of the Account field.
7. In the Account window, click the Search button.
8. Select Account number 101.10.24220.000.000.000 from the list of values.
Note. Make sure that the account number is selected (highlighted in blue).
10. On the Transaction Lines table click the Add icon.
11. In the Item field, enter Your Item (the item that you created in the Create a Basic Item
lesson)
12. In the Subinventory field, select your Subinventory.
Note. This is the subinventory that you previously created in the Create Subinventory
Practice. Your Initials followed by SUB. For example, MJSUB
13. In the quantity field, enter a quantity of 10.

14. Click Submit. You will receive a message stating your transaction processed with no issues.
Create a Cycle Count

15. Click the Counts icon at the top of the page. The Cycle Counts Overview Page is displayed.
16. From the Overview page, click the task list icon and select Create Cycle Count.
The Create Cycle Count: Enter Primary Details page is displayed.
17. Enter the desired information into the Count Name field. Enter "Your Initials _CYCLE1".
18. Enter the desired information into the Description field. Enter "Your Initials _Cycle Count
1 ".
19. Select Your Subinventory and click the Include in Count button.
The Create Cycle Count: Define Items and Classes page displays.
21. On the ABC Classes table, click the Add Row icon.
22. Select Class A from the choice list in the ABC Class column.
23. Enter the counts per year for Class A in the Counts per Year column. Enter 152 and tab out
of field
24. Click the Add Row icon on the Class A: Items table.
DRAFT
25. Enter Your Item in the item field and tab out.
The Create Cycle Count: Define Schedules and Approvals page displays.
27. In the Schedules section select the Automatically Schedule checkbox.
28. In the Frequency field, select Daily.
29. In the Workday Schedule field, select Operations
30. In the Approvals Section click the Approval Required option.
31. Select Always for the Approval Type option.
The Create Cycle Count: Define Parameters page displays.
33. Enter a number into the Starting Count Sequence field. Enter 10000.
34. Enter a number into the Maximum Days Before Late field. Enter 1.
35. Accept the default settings under the Serial Number Options sub-header
The Create Cycle Count: Review page is displayed.
37. Review all Cycle Count Settings in the Create Cycle Count: Review page.
38. Click the Define Items and Classes step again in the Cycle Count Definition train and verify
the counts per year is 152. Click Save and Close.
The Manage Cycle Counts page is displayed with the cycle count just created listed in the
search results.
Generate Count Schedules and Count Sequences

1. Select the "Your Initials_CYCLE1 "
2. Click the Actions list on the menu bar and select Generate Count Schedules.
Generate Count Schedules process has a status of Succeeded.
6. Do not attempt the next action until the Generate Count Schedules process has
succeeded.
7. Click the Navigator, select Counts under Warehouse Operations
8. Click the Task panel and select the Manage Cycle Counts link.
9. Search for Your Cycle Count by expanding the Advanced Search and entering Your Cycle
Count in the Count Name field. Click Search.
10. Select Your Cycle Count, and then click the Actions list on the menu bar. Select Generate
Count Sequences.
Generate Count Sequences process has a status of Succeeded.
13. Navigate back to the Counts work area by clicking the Navigator and selecting Counts
under Warehouse Operations.
14. Click the task list panel drawer and select the Record Count Sequences link.
DRAFT
The Record Count Sequence Page displays.
15. Enter Your Initials_Cycle1 in the Count Name field in Advanced Search.
The Count Sequence is shown in the Search Results table.
17. Select the Count Sequence. Enter a quantity of 5 in the Count Quantity field.
18. Accept the default, or select a name from the Counted By list of values.
19. Click Submit.
You will receive a confirmation message indicating the number of count sequences
submitted for approval.
Navigation brings you back to the Overview page of the Counts work area. In the Count
Sequences to Approve table, count sequences needing approval are displayed.
21. Click the number link in the Total column for your count.
The Approve Count Sequences page displays with the count sequence populated in the
Search Results table.
22. Select the Count Sequence line, accept the default, Reviewed By name and click the
Approve button.
The Count Sequence Status changes from Pending approval to Approved not
submitted.
24. You will receive a confirmation message indicating the approval process was completed and
the adjustments were processed. Click OK.
25. This concludes the demo of creating a cycle count, recording a count sequence, and
approving the count sequence.
Practice Complete:
You have created Cycle Count, recorded Count Sequences, and approved Count Sequences.
DRAFT
Demonstration 18-1: Load Inventory Data from External Source Using
File-Based Loader Template
Overview
This demonstration shows how to upload inventory opening balances for an inventory
organization from an external source, using the Inventory Transaction File-Based Loader
template.
Use the Logistics External Data Integration Services to load data into Oracle Fusion
Applications from external sources, such as legacy systems and third-party applications.
Oracle Fusion Applications External Data Integration Services include:
 Templates and control files for: structuring and formatting data according to the
requirements for the target application tables; and generating the data file.
 Enterprise Scheduler Service (ESS) jobs for: loading data into intermediary tables
called interface tables; validating the data in the interface tables; importing valid data
into the application tables.
Prerequisites
The Warehouse Manager needs to upload inventory opening balances for an inventory
organization. The inventory opening balances should also include the associated item cost. The
Warehouse Manager will use the inventory transaction type Miscellaneous Receipt to create the
inventory opening balances.
Prior to loading the data into Oracle Fusion Applications, the Inventory Transaction File Based
Loader Template must be completed. The instructor will provide the Inventory Transaction File
Based Loader Template for this exercise.
Note: You will need access the Integration Lesson Sample Spreadsheet.xlsm to complete
this demonstration.
Data Entry Details

User Login
Organization Name 001 Seattle
Inventory Item
Subinventory
Transaction Date
DRAFT
Your Item
Stores
Today’s Date
Quantity 250
Cost 5.00
Steps
Review Current On-Hand Quantity
Prior to uploading the inventory balances, you will review and record the current on-hand
quantity for the item.
1. Review current on-hand item quantity by clicking the Navigator in the upper left-hand
corner of the page.
2. Click the Inventory link under the Warehouse Operations menu.
3. On the Manage Item Quantities page, search for item Your Item.
4. Enter Item Your Item in the Item field and enter Stores in the Subinventory field.
6. Record the Item Quantity ________________. The quantity recorded will be used to
compare against on-hand quantity after completing the data upload demonstration.
Demonstration: Upload Inventory Balances
7. Prior to starting the practice, you will need access to the file based loader template
Integration Lesson Sample Spreadsheet.xlsm
8. Open the Integration Lesson Sample Spreadsheet.xlsm template
9. Open the Worksheet ‘INV_TRANSACTIONS_INTERFACE’.
10.Review the Organization Name in the ORGANIZATION_NAME field.
11.Enter the Item Your Item in the ITEM_NUMBER field.
12.Review the Subinventory in the SUBINVENTORY_CODE field.
13.Review the Transaction Quantity for your item in the TRANSACTION_QUANTITY field.
DRAFT
14.Review the Transaction Date in the TRANSACTION DATE field.
15.Open the Worksheet ‘CST_I_INCOMING_TXN_COSTS’.
16.Review the Cost in the COST field.
17.Open the Worksheet ‘Instructions and CSV Generation.’

18.Generate CSV File by clicking the Generate CSV File button.
Note: the Generate CSV File button runs an Excel Macro to generate a .zip file. If the
Excel Macro does not run, check the Security Warning message at the top of the Excel
Spreadsheet.
Clicking the Options button in the Security Warning message will display the dialog
window below. Select the Enable this content option and click the OK button.
19.Once you click the Generate CSV File button, a file of type Zip Files (*.zip) is generated.
Select a location to save the file.
IMPORTANT NOTE: When saving your Zip File make sure that you put your initials
in the file name. For example, InvTransactionsInterface_MJ.zip. This will ensure
that you can select your file when performing the File import.
DRAFT
20.Two separate .CSV files are created for each of the worksheets that were populated with
data. These two files can be saved to the same directory as the (*.zip) file.
21.Click OK in the Microsoft Excel dialog CSV and ZIP file have been created.
22.Click the Main Menu Navigator in the upper left-hand corner of the page.
23.Click the File Import and Export link under the Tools menu.
24.On the File Import and Export page, click on the Create icon in the toolbar. Clicking the
DRAFT
Create icon opens the Upload File dialog window.
25.Click the Browse button and select the .ZIP File saved to your directory.
26.Select the scm/inventoryTransaction/import account and click the Save and Close
button.
IMPORTANT NOTE: Ensure you select the file saved with your initials. For
example, select file InvTransactionsInterface_MJ.zip. This will ensure that you are
uploading the file you created.
The file will appear in the Search Results within the File Import and Export page.
28.Click on the Scheduled Processes link under the Tools menu.
29.In the Scheduled Processes page, click the Schedule New Process button.
30.Search and Select the Load Interface File for Import scheduled process.
31.Click the OK button to open the Process Details dialog window.
32.Select the Import Process Create Inventory Transaction and select your zip file.
DRAFT
33.Click the Submit button and the Confirmation dialog window appears.
The Status of the Scheduled Process should be Succeeded.
35.Search and select the Manage Inventory Transactions scheduled process and click
the OK button to open the Process Details dialog window.
DRAFT
Confirm On-Hand Quantity
After completing the data upload, confirm the on-hand quantity.
37.Confirm the on-hand item quantity by clicking the Navigator in the upper left-hand
corner of the page.
38.Click the Inventory link under the Warehouse Operations menu.

39.Enter Organization 001 click OK.
40.On the Manage Item Quantities page, search for item Your Item.
41.Enter Item Your Item in the Item field and enter Stores in the Subinventory field.
42.Click the Search button.
43. Record the Item Quantity ________________. The quantity recorded should reflect the
beginning on-hand balance plus the inventory balance uploaded.
You have loaded Inventory Data from an External Source Using a File-Based Loader Template.
DRAFT
Practice 18-1: Load Inventory Data from External Source Using File-
Based Loader Template
Overview
This practice will show how to upload inventory opening balances for an inventory organization
from an external source, using the Inventory Transaction File-Based Loader template.
Note: The instructor will provide instructions to access the Integration Lesson Sample
Spreadsheet.xlsm
Prerequisites: None
Data Entry Details

Organization Name 001 Seattle
Subinventory Stores
Transaction Date Today’s Date
Quantity 250
Cost 5.00
Steps:
Review Current On-Hand Quantity
Prior to uploading the inventory balances, you will review and record the current on-hand
quantity for your item.
1. Review current on-hand item quantity by clicking the Navigator in the upper left-hand
corner of the page.
DRAFT
2. Click the Inventory link under the Warehouse Operations menu.
3. On the Manage Item Quantities page, search for your item created in the Create Basic
Item practice.
4. Enter Your Item in the Item field and enter Stores in the Subinventory field.

6. Record the Quantity for your item ________________. You will use the quantity
recorded to compare against the on-hand quantity after completing the data upload
practice.
Upload Inventory Balances
7. Prior to starting the practice, you will need access to the file based loader template
Integration Lesson Sample Spreadsheet.xlsm
8. Open the Integration Lesson Sample Spreadsheet.xlsm template
9. Open the Worksheet ‘INV_TRANSACTIONS_INTERFACE’.
10. Review the Organization Name of Seattle in the ORGANIZATION_NAME field.
IMPORTANT NOTE: You must enter the item you created in the Create Basic Item
practice in the ITEM_NUMBER field.
11. Enter Your Item you created in the Create Basic Item practice in the ITEM_NUMBER
field.
12.Review the Subinventory name Stores in the SUBINVENTORY_CODE field.
13.Review the Transaction Quantity of 250 for your item in the

TRANSACTION_QUANTITY field.
14.Review the Transaction Date in the TRANSACTION DATE field.
15.Open the tab ‘CST_I_INCOMING_TXN_COSTS’.
16.Review the Cost of 5.00 in the COST field.
17.Open the tab ‘Instructions and CSV Generation.’
18.Generate the CSV File by clicking the Generate CSV File button.
Note: the Generate CSV File button runs an Excel Macro to generate a .zip file. If the
Excel Macro does not run, check the Security Warning message at the top of the Excel
Spreadsheet.
DRAFT
Clicking the Options button in the Security Warning message will display the dialog
window below. Select the Enable this content option and click the OK button.
19.Once you click the Generate CSV File button, a file of type Zip Files (*.zip) is generated.
Select a location to save the file.
IMPORTANT NOTE: When saving your Zip File make sure that you put your initials
in the file name. For example InvTransactionsInterface_MJ.zip. This will ensure
that you can select your file when performing the File import.
20.Two separate .CSV files are created for each of the worksheets that were populated with
data. These two files can be saved to the same directory as the (*.zip) file.
21.Click OK in the Microsoft Excel dialog CSV and ZIP file have been created.
22.In your environment, click the Main Menu Navigator in the upper left-hand corner of the
page.
23.Click the File Import and Export link under the Tools menu.
24.On the File Import and Export page, click on the Upload icon in the toolbar.
Clicking the Upload icon opens the Upload File dialog window.
25.Click the Browse or Choose File button and select the .ZIP File saved to your directory.
26.Select the scm/inventoryTransaction/import account and click the Save and Close
button.
DRAFT
IMPORTANT NOTE: Ensure you select the file saved with your initials. For
example, select file InvTransactionsInterface_MJ.zip. This will ensure that you are
uploading the file you created.
The file will appear in the Search Results within the File Import and Export page.
28.Click on the Scheduled Processes link under the Tools menu.

30.Search and Select the Load Interface File for Import scheduled process.
31.Click the OK button to open the Process Details dialog window.
32.Select the Import Process Create Inventory Transaction and select the Data File
InvTransactionsInterface_(Your Initials).zip.
35.Search and select the Manage Inventory Transactions scheduled process. Click OK.
Click the OK button again to open the Process Details dialog window.
37.Click OK to close the Confirmation window.
38.Click Close to close the Process Details window.
39.Click the Refresh icon on the Scheduled Processes page.
Confirm On-Hand Quantity
After completing the data upload, confirm the on-hand quantity.
40.Confirm the on-hand item quantity by clicking the Navigator in the upper left-hand
DRAFT
corner of the page.
41.Click the Inventory link under the Warehouse Operations menu.
42.On the Manage Item Quantities page, search for Your Item.
43.Enter Your Item in the Item field and enter Stores in the Subinventory field.
44.Click the Search button.

45.Record the Item Quantity ________________. The quantity recorded should reflect the
beginning on-hand balance plus the inventory balance uploaded.
You have loaded Inventory Data from an External Source Using a File-Based Loader Template.
DRAFT
Practice 19-1: Create an Ad-Hoc OTBI Analysis Using BI Answers
Overview
You will navigate to BI Answers and build an OTBI report to analyze inventory balances.
User Login: scmXX.student
Steps:
Navigate to the BI Answers Page

1. In the Overview landing page, click on Tools.
2. Next, click on Reports and Analytics.
3. On the Reports and Analytics page, click the Browse Catalog icon on the left
hand top of the page.
4. These steps should take you from the Applications login page to BI Answers.
Build an ad-hoc OTBI report

5. On the BI Answers page, click the New icon on the left hand top of the page.
6. Next, click on Analysis under Analysis and Interactive Reporting.

7. On the Select Subject Area pane, scroll down to find Inventory – Inventory Balance
Real Time subject area. Click on this object to start building the report.
DRAFT
Build an Inventory Balances sample report
8. After selecting the Inventory Balance Real Time subject area, you will see this subject
area with a series of folders on the left hand side of the BI Answers. These folders have
the attributes and measures that you may require to build reports for a certain content
area, in this case Inventory Balances.
9. To start building a report, you drag and drop the desired attributes or metrics into the
Selected Columns pane on the right to build the ad-hoc report. As an alternative to
drag and drop, you can also double click the desired attribute or measure
10. Drill on the Item dimension folder, then the Main sub folder and select the following
attributes.
 Item Name
 Item Description
 Item Primary Unit of Measure
11. Next, click on dimension folder Inventory Organization and select

 Inventory Organization Code
 Inventory Organization Name
12. Next, select the folder Current On-Hand Inventory and double click on On-hand quantity
to add this metric to the analysis.
13. Next, switch over to the Results tab to see the default tabular report that is generated.
14. Click the Save As icon on the right hand top and provide a name and save it under /My
Folders.
Practice Complete:
You have learned how to navigate to BI Answers and create an ad-hoc report using an existing
SCM OTBI subject area. In this practice exercise we have created a simple report to review on
hand quantity by item and inventory organization.
DRAFT

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Data Entry Details

Select the offering Manufacturing and Supply Chain Materials Management.

Data Entry Details

User Login: scmXX.instructor

5. Click Quick Setup.

User Login: scmXX.instructor

1. Click the Navigator icon on the toolbar.

User Login: scmXX.instructor

User Login: scm00.instructor

3. In the Organization field, select 000.

Demonstration Complete: DRAFT

User Login: scmXX.student

Add Items and Categories to the Catalog

User Login: scm00.instructor

Data Entry Details

Navigating to the Setup and Maintenance Work Area

Create User-Defined Inventory Transaction Source

Create User-Defined Inventory Transaction Type

Data Entry Details

Review Inventory Organization Level Lot and Serial Number Parameters

Navigating to the Setup and Maintenance Work Area

Review Inventory Organization Level Lot and Serial Number Parameters

4. Search and Select Organization 001 in the Organization list of values.

Inventory Organization 001

Navigating to the Inventory Work Area

Navigating to the Inventory Work Area

Confirm that the Inventory Reservation was Successfully Created

Data Entry Details

Create a Miscellaneous Issue Transaction

Data Entry Details

Perform the following steps:

Create a Miscellaneous Receipt Transaction

Data Entry Details

Create Movement Request

26. Click the Save and Close button.

Perform Movement Request Pick

Data Entry Details

Review Item On-Hand Quantity

Create Movement Request

9. Click the Manage Movement Requests link in task drawer.

Pick Movement Request

Confirm Pick Slip

Review Item On-Hand Quantity

Data Entry Details

Manage Interorganization Parameters

8. Click the Cancel button.

Data Entry Details

Create Interorganizaton Transfer

Data Entry Details

Data Entry Details

Create Interorganization Transfer

9. Click the Change Organization button.

Navigate to Receipts Work Area

Review the On-hand Quantity in the Destination Organization

Data Entry Details

Create Material Status

1. From the Main Menu Navigator select Setup and Maintenance.

Assign Material Status to Subinventory

Data Entry Details

Create Subinventory Transfer Transaction

Data Entry Details

Define New Item to use in Min-Max Planning