INV Inventory Beginers Guide

Oracle Inventory
Beginners Guide
Beginners Guide
Oracle Inventory
Thampy Mathew
Thampy Mathew
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Oracle Inventory
Beginners Guide Foreword

These notes are compiled keeping in view of students just begin to learn Oracle Applications. Even though there is nothing very complicated in Oracle Inventory, a beginner finds it very confusing and complicated initially for some time. While attending lectures, under the guidance of the faculty, the students do all the relevant exercises. But, after the lecture hours when he/she is trying to do the same exercise all by himself/herself, he/she will find that the steps are not remembered properly. The lecture notes are not of much use because that is not written properly or there is no mention of certain steps in the notes. This in turn leads the student to a kind of desperation. The purpose of these notes is to save the students from the kind of desperation mentioned above. These notes are definitely not describing Oracle Inventory in detail. For an in depth study, the students must go through the given Course Material, Help Files and PDF Files. Any body will opt for an advanced study only when they understand the preliminaries. The object of these notes is to make a student comfortable with the preliminaries. In these notes wherever I have used the word Choose you have to pick a value from an available LOV by pressing the keys Ctrl + L. Similarly, wherever the word Enter is used you have to type the value in that field. If the students in general feel that the notes are of some help while practicing at the initial stage, I will feel that my work borne fruit.
THAMPY MATHEW
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Contents
1.0 Sequencing the implementation of Inventory 1.1 Define Flexfields 1.1.1 Item 1.1.2 Item Categories 1.1.2.1 Define Value sets 1.1.2.2 Define Flex Structure 1.1.2.3 Compile the Flex Structure 1.1.2.4 Enter Possible Values for Each Segment 1.1.2.5 Define Category Codes (Category Names) 1.1.2.6 Define Category Sets 1.1.2.7 Assign Items to Category Codes 1.1.2.8 List the Items Belonging to a Particular Category 1.1.3 1.1.4 1.1.5 1.1.6 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 1.13 1.14 1.15 1.16 1.17 1.18 1.19 1.20 1.21 1.22 Item Catalog Group Stock Locators Account Aliases Sales Orders Page 1 1 1 1 3 3 4 4 5 5 6 6 1 1 1 1 7 8 10 10 10 11 14 15 16 18 19 19 19 20 21 23 23 24 25 26 27 Page 3
Assign Default Category Sets Define Workday Calendar Define ATP Rules Define Picking Rules Define Locations Define Organizations Define Shipping Networks Define Units Of Measures Define Item Attribute Control Levels Define Item Status Templates Define User Item Types Define User Item Type Templates Define Asset Items and Assign to Organizations Define Expense Items and Assign to Organizations Define UOM Conversions Define Item Revisions Define Item Relationships Create Item Catalog Define Asset Subinventories and Assign Items Define Expense Subinventories and Assign Items Define Vehicle
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1.23 Define Container Types 27
Contents
1.24 1.25 1.26 1.27 1.28 1.29 1.30 1.31 1.32 2.0 3.0 Define Containers Define Freight Carriers Define Transaction Source Types Define Transaction Reasons Define Account Aliases Define Shipping Methods Define Transit Times for Shipping Methods Define Organization Access Launching Transaction Managers Page 27 28 28 28 28 29 29 29 30 30 30 30 31 31 32 42 43 43 44 46 47 50 50 50 52 54 56 56 56 57 59
Open Inventory Accounting Periods Miscellaneous Transactions 3.1 3.2 3.3 3.4 3.5 Miscellaneous Receipt Miscellaneous Issue Transferring Items Between Subinventories Transferring Items Between Organizations Without ISO Tracking Materials in Intransit Inventory
4.0
Inventory Controls 4.1 4.2 4.3 4.4 Revision Control Locator Control Lot Control Serial Control
5.0
Inventory Planning 5.1 Min-Max Planning 5.1.1 Organization Level Min-Max Planning for Buy Items 5.1.2 Subinventory Level Min-Max Planning for Buy Items 5.1.3 Organization Level Min-Max Planning for Make Items Reorder Point Planning 5.2.1 5.2.2 5.2.3 5.2.4 Set the Required Item Attributes Define a Forecast Define or Generate Safety Stock Run the Reorder Point Report
5.2
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5.2.5 Do Requisition Import from Purchasing 59
Contents
5.2.6 5.3 5.4 6.0 Page Find out the Requisition Number from the Requisition Summary window. Page 60
Replenishment 61 Kanban
63 65 65 68 70 73 73 73 74 75 76 76 77 77 77 78 79
Accuracy 6.1 6.2 6.3 ABC Analysis Cycle Counting Using ABC Compile Physical Inventory
7.0
Inventory Costing 7.1 7.2 7.3 7.4 7.5 7.6 Cost Elements Cost Sub-elements Cost Types Define Item Cost Updating Item Cost Viewing Different Costs of an Item at Different Times
8.0 9.0 10.0 11.0 12.0
Purchase Order Receipts Checking ATP Attaching Documents Transferring Transactions to GL Closing Inventory Accounting Periods
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Oracle Inventory
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1.1 Define Flexfields 1.1.1 Item Refer the Item Categories described in 1.1.2 1.1.2 Item Categories 1.1.2.1 Define Value sets 1.1.2.2 Define Flex Structure 1.1.2.3 Compile the Flex Structure 1.1.2.4 Enter Possible Values for Each Segment 1.1.2.5 Define Category Codes (Category Names) 1.1.2.6 Define Category Sets 1.1.2.7 Assign Items to Category Codes 1.1.2.8 xList the Items Belonging to a Particular Category 1.1.3 Item Catalog Group Refer the Item Categories described in 1.1.3 1.1.4 Stock Locators Refer the Item Categories described in 1.1.3 1.1.5 Account Aliases Refer the Item Categories described in 1.1.3 1.1.6 Sales Orders Refer the Item Categories described in 1.1.3
Flexfields
Flexfields are of two types (1) Descriptive Flexfields and (2) Key Flexfields. As the name suggests, Descriptive Flexfields are used for providing extra information about a particular record. They normally remain hidden. On the screen, you will find only a very small box slightly bigger than a check box. When the cursor enters into the box, a bigger text box appears in which the user can enter the required information. When finished the longer text box disappears and it will Thampy Mathew Page 6
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appear as a small box as usual. With the help of this type of an arrangement, the programmers save the much needed screen space. Key Flexfields are slightly different in its construction. They are attached to certain specific fields of the screen. As the cursor enters that particular text box to which a Flexfield is attached, multiple text boxes, which otherwise remain hidden, pop up. The user enters values in the text boxes that pop up and when finished, they disappear and the values arranged one after another, separated by a dot or hyphen, appears as a single value in the normal text box. For example, suppose we have attached a Flexfield with three text boxes in one of the text boxes, Text Box 1 on your screen. In the normal situation, you will not see the three text boxes of the Flexfield. But, as the cursor enters the Text Box 1 to which the Flexfield is attached, the three text boxes will pop up. Suppose you entered a value of 01 in the first text box, a value of 02 in the second text box and a value of 03 in the third text box. When you click on OK, all the three text boxes disappear, and a value of 01.02.03 appears in Text Box 1. Which field in your screen can be made a Flexfield is decided in the Application Level. A user cannot change it. But, how many text boxes should pop up when the cursor enters into it is decided at the user level. The user can also decide what shall be the kind of data (Character or Numeric) that can go into each one of the text box that pop up and also he can decide how many characters or digits a pop up text box can accept. Technically, a pop up text box is called a Segment and the combination of the data type (Character or Numeric) and the maximum length (Maximum number of characters or digits that can go into a text box) is called a Value Set. You have to create one value set for each segment and you can choose as high as 30 segments for a Flexfield. The method of defining the Flexfield remains the same through out Oracle Applications. Though there are six flexfields, as listed above, can be created in Oracle Inventory, as the method of creation is exactly the same, we will discuss only one, which is the Item Category Flexfield. Suppose you want to segregate all the items in your subinventories. You have decided to classify them as Electronic, Mechanical and Others. After the first classification, you will get three groups of items under three different headings. Now, you have decided to classify each group as Buy, Make and Others. After the second classification you will get nine groups of items as Electronic.Buy, Electronic.Make, Electronic.Others Mechanical.Buy, Mechanical.Make, Mechanical.Others, Others.Buy, Others.Make and Others.Others.
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Now, look at the classification names. Each one is made up of two words, one is to the left side of the dot and the other is to the right side of the dot. So, we can say that category names in the example given above are made up of two segments. Now, if we list the possible values for Segment 1 and Segment 2, it will be as follows. Possible Values for Segment 1 Electronic Mechanical Others Possible Values for Segment 2 Buy Make Others
From the above list we can find that the values for Segment 1 are made up of characters and the length of the longest value is 10. Similarly, the values for Segment 1 are also made up of characters and the length of the longest value is 6. So, we can finalize that we have to define two value set as follows. Value Set 1 Data Type Max Length : Character : 10 (12 on safer side) Value Set 2 Data Type Max Length : Character : 6 (8 on safer side)
We have now made all basic preparations needed for creating a Flex Structure. Now, we will see how it can be implemented. 1.1.2.1
Define Value sets

Value Set for the First Segment (a) N Setup Flexfield Validation Sets (b) Enter a Name (Say VS 1) (c) Enter a Description (d) Choose a Data Type (Char) (e) Choose the Max Size (12) (f) Save Value Set for the Second Segment (a) N Setup Flexfield Validation Sets (b) Enter a Name (Say VS 2) (c) Enter a Description (d) Choose a Data Type (Char) (e) Choose the Max Size (8) (f) Save
1.1.2.2
Define Flex Structure

(a) N Setup Flexfield Key Segments (b) F11, Keep the cursor in Application, Type O%I%, Ctrl + F11
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See that Oracle Inventory appeared in the field Applications (c) Move Cursor to the field Flexfield Title (d) Press the down arrow key repeatedly till the value Item Categories appears in the field. (e) Enter a name for your Structure (Say My Structure) (f) Optionally enter a description (g) Click on the push button Segments (h) Enter Num (1) (i) Enter a name for your first segment (Elect/Mech) (j) Enter a window prompt for your first segment (Electronic/Mechanical) (k) In the field Column choose the value SEGMENT1 (l) In the Value set field choose the name of the Value Set defined for the first segment. That is VS 1 (m)Move cursor to the next line (n) Enter Num (2) (o) Enter a name for your second segment (Buy/Make) (p) Enter a window prompt for your first segment (Buy/Make) (q) In the field Column choose the value SEGMENT2 (r) In the Value set field choose the name of the Value Set defined for the second segment. That is VS 2 (s) Save 1.1.2.3
Compile the Flex Structure

(Continuation) (t) Come back to the first window by closing the current window (u) Check the check box Freeze Flexfield Definition (v) Click on the push button Compile (w) Click on OK (x) Help View My Request (y) Click on the push button Find (z) See that the Server processed your request to compile the Flexfield definition
1.1.2.4
(a) (b) (c) (d) (e) (f) Thampy Mathew
Enter Possible Values for Each Segment

N Setup Flexfields Key Values Choose the radio button Value Set Enter the name of the first Value Set (VS 1) Click on the push button Find Enter values Electronic, Mechanical and Others Save Page 9
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(g) (h) (i) (j) (k) (l) (m) Close N Setup Flexfields Key Values Choose the radio button Value Set Enter the name of the first Value Set (VS 2) Click on the push button Find Enter values Buy, Make and Others Save
1.1.2.5
Define Category Codes (Category Names)

Here, you are defining the necessary combinations. In our example, we have seen that nine combinations are possible. But it is absolutely not essential that you should create all the possible combinations. You need to create only that many combinations which you wish to use as Category Names. (a) N Setup Item Categories Category Codes (b) Keep the cursor in line one and choose the Structure Name (My Structure) (c) Tab. As soon as the cursor enters the field Category, the flexfields pop up with two text boxes named Mechanical/Electronic and Buy/Make. Choose the value Electronic in the first field and a value of Buy in the second field. (d) Click on OK (e) Optionally enter a description for the combination just created (f) Move Cursor to he next line and repeat steps (b) to (d) till all the required combinations are made. (g) Save
1.1.2.6 Define Category Sets

(a) (b) (c) (d) (e) N Setup Item Categories Category Sets Enter a name for the Category Set (My Inventory CS) Optionally enter a description Choose the Flex Structure (My Structure) Choose a value for the Controlled At field (Organization or Master). If Master is selected as value for this field, the Items assigned to this Category Set can not have different category names in different organizations and if it is controlled at Organization level the Items assigned to this Category set can have different Category Names in different organizations. (Further explanation for this shall be given in step 1.2) (f) Choose the combination Others.Others as Default Category Thampy Mathew Page 10
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(Explanation shall be provided in step 1.2 (g) Check the check box Enforce Valid Categories (h) In the lines below create only those combinations that you want a user to use them as category names. (i) Save You will be able to create combinations that are already defined in step 1.1.2.5. But, here you are permitted to exclude certain combinations that are already created in step 1.1.2.5. Because you have checked the check box Enforce Valid Categories a user will be able to use only those combinations that are made below. When creating combinations, see that you are not creating the same combination that is already mentioned in step (f) above (Others.Others in this case).
1.1.2.7 Assign Items to Category Codes

(Continuation) (j) Click on the push button Assign (k) Choose the first item and Tab to the field Category (l) Choose a Category Code (m)Move cursor to next line and repeat steps (j) to (l) (n) Repeat till all the required items are assigned to the required Category Code (o) save
1.1.2.8 List the Items Belonging to a Particular Category

Change organization to V1-Vision Operations (a) (b) (c) (d) Help View My Request Click on the push button Submit a New Request Choose the report named Item Categories Report Enter the following parameters Category Set : My Inventory CS Category From:(Choose a combination to which you have already assigned items. Category To : Choose the same value mentioned above. Click on OK Click on the push button Submit Click on No Click on Find
(e) (f) (g) (h)
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(i) When the report processing is completed, click on the push button View Output. You will see that the report lists all items that were assigned to the category selected in step (d) above.
1.2
Assign Default Category Sets

Oracle Applications identifies eight functional areas in any organization as follows. Inventory Purchasing Planning Service Costing Engineering Order Entry Internal Orders Out of the 158 attributes of an item, eight are called Key Attributes or Status Attribute. Each Key Attribute stands for one of the functional areas given above. It is mandatory that every functional area must have a Category Set and each item must be assigned to the respective Category Set as soon as you enable the corresponding Key Attribute. To achieve this we assign a Default Category Set to each functional area listed above. Functional Area Inventory Purchasing Planning Service Costing Engineering Order Entry Internal Orders 1.2.1 1.2.2 1.2.3 Key Defining Attribute Inventory Item Purchased MS/MRP Planning Enabling Value Yes Yes MRP Planning MPS Planning Serviceable Product Yes Costing Enabled Yes Engineering Item Yes Customer Ordered Yes Internal Ordered Yes
or
N Setup Items Categories Default Category set Choose a Category Set against each functional area. Save
(Please do not change the existing Category Set) In step 1.1.2.6 (e) we have seen that a Control Level is required to be defined when you define a Category Set. Similar to this the Item attributes also can be controlled at two levels (Master or Organization). Also we
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have seen that enabling the Key Attribute is the point of time when an Item is assigned to its respective functional area by the system. Because of this very reason, if a particular Key Attribute is controlled at Master Level, the Category Set assigned to its corresponding functional area also must be controlled at Master Level and if the Key Attribute is controlled at Organization Level, then the Category Set assigned to its corresponding functional area also must be controlled at Organization Level. We have also seen that in a Category Set there will be many Category Names. Now, the question is, out of the many Category Names available in a Category Set assigned to a particular functional area, the system should assign the item to which Category Name. The system will always assign all the items only to that particular Category Name which you have defined as the Default Category in the Category Set defining window. Refer step 1.1.2.6 (f). After defining the items, you have to reassign the actual category as follows. From the Item defining window, Special Categories In the window that appears, you can change the category name.
1.3
Define Workday Calendar

1.3.1 1.3.2 1.3.3 1.3.4 1.3.5 1.3.6 1.3.7 1.3.8 1.3.9 1.3.10 1.3.11 1.3.12 1.3.13 1.3.14 1.3.15 N Setup Organization Calendars Enter a name for the Calendar Optionally enter a description Select a Quarterly Type Choose the Calendar Date Ranges (Choose the From date in such a way that the starting day is a Monday) Click on the push button Workday Pattern Enter a Seq. Number Enter days On (say 6) Enter days Off ( say 1) If your calendar starts on a Monday, this pattern means that Sunday is Off. Optionally enter a description Click on the push button Shifts Enter a Shift No (say 1) Optionally enter a description Move cursor to the next line and enter 2 and so on Keep the cursor in shift number 1 and click on the push button Workday Pattern
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Assuming that your calendar stats on Monday, if you want Wednesday Off for your first shift enter the pattern as follows. Seq On Off 1 2 1 2 4 0 Always ensure that the total of the On/Off must be equal to 7 1.3.16 Save and close the window 1.3.17 Keep the cursor in shift number 2 and define the workday pattern as mentioned above. 1.3.18 Keep the cursor in Shift 1 and click on the push button Times Suppose the first shift timing is from morning 7.00 to evening 3.30 with a break of an hour from 11.00 to11.30, enter the values as follows. Start Stop 7:00:00 11:30:00 11:00:00 15:30:00
1.3.19 Save and Close the window. 1.3.20 Move cursor to the next shift and define the second shift timings as above. 1.3.21 Click on the push button Dates 1.3.22 Whichever dates you want to make as holidays, just click on those dates.
Creating Holidays Using Calendar Exception Templates

This is an alternate way of marking the holidays. If you adapt this method, then you need not to do step 1.3.22.
Creating a Calendar Exception Template

(a) (b) (c) (d) (e) N Setup Organization calendar Exception Templates Enter a name for the template Optionally enter a description In the field named Dates, enter all dates which are the holidays Save
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Applying the Exception Template to Your Calendar
1.3.23 After step 1.3.21 skip step 1.3.22 and click on the push button Exception List 1.3.24 Click on the push button Load 1.3.25 Choose the Template that you have created 1.3.26 Click on OK 1.3.27 Save The dates that entered in the template will be marked as holidays in your Calendar.
Building the Calendar

1.3.28 Special Build 1.3.29 Help View My Request 1.3.30 Click on Find See that your request is processing is complete. Any changes made in a Calendar will come into effect only after Building it.
1.4
Define ATP Rules

N Setup Rules Available To Promise (Refer page 347 of the Inventory Course Material)
1.5
Define Picking Rules

N Setup Rules Picking Refer page 58 of Inventory Course Material
1.6
Define Locations
N Setup Organizations Locations Refer page 6 of Inventory Course Material An organization can have multiple locations defined for it. The name and address of the exact place where the organization is located will be the primary location. Apart from this you can define additional locations for this organization. The other locations may be the locations of the organizations Godowns at other places.
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If an outside location is shared by more than one organization, dont attach an Inventory Organization in the location definition. If the location is used by single organization, it is always suggested to attach the corresponding organization name in the location definition. Note: If you choose a particular location as the Ship-To location in one of your purchase orders and if no Inventory Organization is attached to that location, then you have to pen the Shipment window of the PO and select the organization there. On the contrary, if the Ship-To location selected in your PO is having an Inventory Organization attached to it, the corresponding organization will automatically default in the Shipment window of your PO.
1.7
Define Organizations
1.7.1 1.7.2 1.7.3 1.7.4 1.7.5 1.7.6 1.7.7 1.7.8 1.7.9 1.7.10 1.7.11 N Setup Organizations Organizations Enter the name of your organization Choose a Type Enter the Establishment date of your organization Choose the location of your organization Choose Internal as value for the field Internal/External Save Bring the cursor to the Organization Classification block Choose the classification Inventory Organization Check the check box Enabled Save
Entering Accounting Information of the Organization

1.7.12 1.7.13 1.7.14 1.7.15 1.7.16 1.7.17 1.7.18 1.7.19 1.7.20 lick on the push button Others Choose Accounting Information Press the tab key (Flexfield pop up) Choose Vision Operations as the GRE/Legal Entity Choose Vision Operations as the Operating Unit Choose Vision Operations as the Set Of Books Click on OK Click on OK Save
Entering Inventory Parameters of the Organization

1.7.21 Click on the push button Others again 1.7.22 Choose Inventory Information
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1.7.23 Enter an organization Code (Can use a maximum of 3 alphanumeric characters) 1.7.24 Choose Vision Operations as the Item Master Organization Though you can choose any Inventory Organization as the Item Master organization, so long as you practice in Concourse, always choose Vision Operations as the Item Master Organization. If the Item Master Organization is any thing other than Vision Operations, when you try to assign items to organizations, you will find that your organization is not listed. 1.7.25 Choose the Calendar that you have already defined 1.7.26 Check or uncheck the check box Allow Negative Balances If the check box is checked, during inventory transactions, if the qty of any item is driven negative, the system will not object. If the check box is unchecked, you will not be able to do any transaction by which the qty of any item will be driven negative. 1.7.27 Chose the locator control 1.7.28 Change region to Costing Information 1.7.29 Choose a Costing Method If BOM and WIP are installed always Standard as the Costing Method, because Average Costing is not possible were BOM and WIP are installed. 1.7.30 Check or uncheck the check box Transfer Details to GL If this check box is unchecked, only summary of the Inventory Transactions will be transferred to GL, and not the complete details. Checking this check box can lead to system slow down when the transactions are transferred to GL. 1.7.31 Check or uncheck the check box Reverse Encumbrance 1.7.32 Choose all the Valuation Accounts 1.7.33 Change region to Revision, Lot, Serial 1.7.34 Enter a Starting Revision (any single alphanumeric character) Any item assigned o this organization, if placed under revision control will use this value as the first revision. 1.7.35 Choose a Lot Control Uniqueness (Across Items or None) 1.7.36 Choose a Lot Number Generation Level (At organization level, At item level or User-defined) 1.7.37 Enter a Lot Number Prefix (Any alphanumeric characters) 1.7.38 Enter the total length of the Lot Numbers 1.7.39 Choose the Serial Number Uniqueness (Within Inventory Items, Within Organization, Across Organizations)
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1.7.40 hoose the Serial Number Generation Level (At item level, At organization level) 1.7.41 Enter a Serial Number Prefix (any alphanumeric character) 1.7.42 Enter a Starting Serial Number 1.7.43 Change region to ATP Pick, Item Sourcing 1.7.44 Choose an ATP Rule If no ATP Rule is attached, you will not be able to do Sales Order Scheduling in Order Entry. 1.7.45 Choose a Picking Rule 1.7.46 Enter a Subinventory Order (The value you enter here will be used as a default for all the Subinventories of the organization) 1.7.47 Enter a Locator Order (The value you enter here will be used as a default for all the Subinventories of the organization) 1.7.48 Choose the Item Source Type (Supplier or Inventory) 1.7.49 If Inventory is selected as the Source Type, choose the Organization from where you source the items. 1.7.50 If the organization name is entered, choose the name of the Subinventory from where you source the material. (The values you enter here doesnt have too much of meaning. Even if you enter Inventory as the Source Type, you can purchase items from Suppliers) 1.7.51 Change region to Inter-org Information 1.7.52 Choose a Inter-organization Transfer Charge type 1.7.53 Choose all the Accounts 1.7.54 Change region to Other Accounts 1.7.55 Choose all the Accounts 1.7.56 Save and Close
Entering Receiving Options for the Organization

If you fail to define the Receiving Options for the Organization, you will not be allowed to make any purchase order receipts in that organization. 1.7.57 Click on the push button Others again 1.7.58 Choose Receiving Information 1.7.59 The options you select in this window will be used as default values.
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The critical information that the system seeks from this window is the Receiving Account. Without providing an account you will not be allowed to save. This account is used to create automatic journal entries when PO receipts are made.
1.8 Define Shipping Networks

If you want to transfer materials between organizations, you have to define the Shipping Network We assume that we want to transfer from M1 to M2 and M2 to M1 1.8.1 1.8.2 1.8.3 1.8.4 1.8.5 1.8.6 1.8.7 1.8.8 N Setup Organizations Shipping Network Choose your current organization in the field Organization Choose a Scope (To Organization, From Organization or From or To Organization) Move cursor to the lines Choose M1 in the From field Choose M2 in the To field Choose the Transfer Type (Direct or Intransit) If you have chosen Direct as the Transfer Type, then the remaining two fields will be disabled. If you have selected Intransit as the Transfer Type, then choose an FOB Receipt : The shipping organization owns the goods until the receiving organization receives it. Shipment : The destination organization owns the goods as soon as the shipping organization ships it. 1.8.9 If the Transfer Type is selected as Intransit, then choose a Receipt Routing (Direct, Standard or Inspection Required) 1.8.10 Check or uncheck the check box Internal Orders Required. If this check box is checked, you will have to create an Internal Sales Order, whenever you want to transfer material from M1 to M2. 1.8.10 1.8.11 1.8.12 1.8.13 1.8.14 Move cursor to the next line Choose M2 in the From field Choose M1 in the To field Repeat steps 1.8.7 to 1.8.10 Save
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1.9 Define Unit Of Measures
The UOM definition involves two steps as follows Define UOM Classes Define UOM
Define UOM Classes

1.9.1 1.9.2 1.9.3 1.9.4 1.9.5 N Setup Unit Of Measure Classes Create a blank row by pressing Ctrl + Down Arrow keys Enter a name for the UOM Class Optionally enter a description Enter the name of the UOM that you want to use as the base unit of measure. There is no hard and fast rule to decide the Base UOM for a UOM Class. The very frequently used UOM can be taken as the base UOM for that class. When UOM Conversions are defined, the conversions will be defined as one particular UOM of the same class is equal to how many base UOMs. For example, if KG is defined as the base UOM of a UOM Class named weight then the conversions will be defined as: 1 Quintal 1 Ton 1 Gm 1.9.6 1.9.7 = 100 KGs = 1000 KGs = 0.001 KG
Enter a Code for the defined UOM Save
Define Unit Of Measures

(Continuation) 1.9.8 1.9.9 1.9.10 1.9.11 1.9.12 1.9.13 Thampy Mathew Click on the push button Unit of Measure In this window, you will find that the Base UOM is there already. But, you can define additional UOMs for this Class as follows Enter a name for the next UOM of the same Class where your cursor was when you clicked on the push button Unit Of Measure. Enter a code for the above UOM Optionally enter a description Save Page 20
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1.10 Define Item Attribute Control Levels
One hundred and fifty eight attributes are there for every Item. The way in which we set the attributes decides the functionality of he item. The attributes can be controlled at two levels (1) Master and (2) Organization.
Master Level Item Attribute Control

If a particular attribute is controlled at Master Level, you will be able to update it only at the Master Level. (That is, you have to enter into the item definition window by the navigation N Items Master Items.) When ever you update an attribute that is controlled at the Master Level, the made change will reflect in all organizations to which the item is assigned.
Organization Level Item Attribute Control

If a particular attribute is controlled at organization level, you will be able to update it only at the Organization Level. (That is, you have to enter into the item definition window by the navigation N Items Organization Items.) When ever you update an attribute that is controlled at the Organization Level, the made change will not reflect in any organization other than the organization where the change is done. For example, suppose the attribute Inventory Item is controlled at Organization Level. When you defined an item you set the above attribute to No and assigned to two organizations M1 and M2. After that you updated the item definition by setting Yes to Inventory Item from the Item Master Organization (V1). If you check the organization attribute in M1 or M2 for the above item, you will find that the attribute Inventory Item is still disabled. In this case, if you want to enable Inventory Item in M1, first you change the working organization to M1 and then navigate N Items Organization Items and enable the attribute Inventory Item. If you want to enable this attribute in M2 also, then change your working organization to M2 and then navigate N Items Organization Items and enable the attribute Inventory Item In short we can say that an attribute controlled at Master level will have the same value always in all the organizations, but an attribute controlled at organization level can have different valuesindifferent organizations Out of the 158 attributes the below given 2 attributes can be controlled only at the master level 18 can be controlled only at the organization level.
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Attributes That Can Be Controlled Only At The Master Level
1. Base Model 2. BOM Item Type
Attributes That Can Be Controlled Only At The Organization Level

1. 2. 3. 4. 5. 6. 7. 8. Engineering Item Preprocessing Lead Time Processing Lead time Post processing Lead Time Cumulative Manufacturing Lead Time Cumulative Total Lead Time Fixed Lead Time Variable Lead Time
9. Cost of Goods Sold Account 10. Encumbrance Account 11. Expense Account 12. Sales Account 13. Planner 14. Planning Exception Set 15. Source Organization 16. Source Subinventory 17. WIP Supply Locator 18. WIP Supply Subinventory 1.10.1 N Setup Items Attributes This window is divided into two blocks. In the upper block, 150 attributes are listed and in the lower block, the 8 Status Attributes or Key Attributes are listed.Inthe upper block, against each attribute you can choose a value for the Controlled At field. (Master or Organization) In the lower block also you can choose a value of Master or Organization for the Controlled At field. Apart from the control level setting, in the case of Status Attributes, you have to choose a value for the field Status Setting
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Status Setting of the Key Attributes
In the Status Setting field of the key attributes, you can choose either Defaults Value or Sets Value. If Defaults Value is selected, the users will be able to make changes whenever they want. On the contrary, if Sets Value is selected, a user will not be able to update the values even at the Master Level. The window of Attribute Control will be accessible only by a very high authority of the organization in a real situation.
1.11 Define Item Status Templates

1.11.1 N Setup Items Status Codes 1.11.2 Enter a name for the template 1.11.3 Optionally enter a description You can see that all the 8 Status Attributes are listed below with a check box against each one of them. Whether you can check or uncheck the check box as per your requirement. The Usage field is only a display field where you can see what is the Status Setting for each Key Attribute. For example, in the Attribute Control window, suppose you have selected a value of Defaults Value for the attribute BOM Allowed, a value of Sets Value for the attribute Build in WIP and a value of None for the attribute Purchasable. In the current window you will see the following values in the Usage field. Status Attribute BOM Allowed Build in WIP Purchasable Status Setting Defaults value Sets Value None Usage Default Item Attribute Sets Item Attribute Not Used
Once when this template is applied to an item and hen saved, even from the master organization no body will be able to update the attribute Build in WIP. If any situation arises in which you want to update the Build in WIP attribute of the above-mentioned item, you have to change the Status Setting of Build in WIP to Defaults Value from the Attribute Control window. The Attribute Control window will be normally available for a higher authority of an organization. Thampy Mathew Page 23
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1.12 Define User Item Types
User Item Types are nothing but a label for the item. In a given time when a user wants to find out the general functionality of an item, it is difficult to go through all the regions of the item definition window. To save a user from the difficulty mentioned above, we use a label or name or Item Type to roughly understand the way in which the attributes are set in general. By seeing the name, say, Purchased Item we get an idea about the possible attribute setting of that item. Similarly, by seeing the name, say, Finished Good we get an idea about the possible attribute setting of that item. This name or better to say this User Item Type is assigned in the first window of Item definition. 1.12.1 N Setup Items Item Types 1.12.2 Click on the Lines 1.12.3 If no blank row is available, create one by pressing the keys Ctrl and Down Arrow together. 1.12.4 Enter a Code for the Item Type 1.12.5 Enter a Meaning for the Code The word(s) you enter as Meaning will be the word(s) that is going to be displayed in the LOV of the field named User Item Type in the Item definition window. 1.12.6 Optionally enter a description 1.12.7 Optionally enter an Effective From date. 1.12.8 Check the check box Enabled 1.12.9 Save
1.13 Define User Item Type Templates

1.13.1 1.13.2 1.13.3 1.13.4 N Setup Items Templates Enter a name for the Template Optionally enter a description Choose an organization code only if you want to restrict the use of this template only n a particular organization, otherwise leave this field blank 1.13.5 Choose values for all those attributes that are common for a set of items. 1.13.6 Save
1.14 Define Asset Items and Assign to Organizations

Caution: In no case, the Primary Unit Of Measure assigned to an item CAN NOT be changed after saving. Thampy Mathew Page 24
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1.14.1 Items Master Items 1.14.2 Enter a name (code) for the item 1.14.3 Enter a description for the item (mandatory field) Setting the Attributes by Copying from a User Item Type Template 1.14.4 Special Copy From 1.14.5 Choose the required Template name (Leave the item field blank) 1.14.6 Click on the push button Done 1.14.7 Save Assigning the Items to Different Organizations (This must be done in continuation to the step 11.14.7) 11.14.8 Special Organization Assignment (This option in the Special menu will be available only if the item definition is saved) 11.14.9 The names and codes of all organizations that are coming under the current item master organization will be there in this window with a check box to the right of each organization name. Check the above said check box against all those organization names to which you want to assign the current item. 11.14.10 Save Note: In your organization definition, if any organization other than V1Vision Operations, then you will not find your organization in the above window.
1.15 Define Expense Items and Assign to Organizations

1.15.1 The complete procedure is exactly the same as in the case of defining an asset item. All that you have to do is, after step 11.14.6, that is, after applying the template, change the region to Costing and set the following attributes. Costing Enabled Asset Item - No - No
After ensuring the above attribute setting, you can proceed with the steps from 11.14.7
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1.16 Define UOM Conversions
You can define two types of UOM Conversions.

Standard Conversions Item Specific Conversions
The Item Specific Conversions can conversions can again be made in two ways. o Inter Class Conversions o Intra Class Conversions
Standard Conversions
Standard Conversions are defined between standard UOMs like Kilogram, Gram, Meter, Centimeter, Each, Dozen etc. As the defined conversion factors are universally accepted figures, it can be made applicable to any item. Standard Conversions can be defined even before defining the item Assumptions: Unit of Measure Class : Weight UOMs defined for the above class : Gm, Kg, Quintal and Ton Base UOM : Kg StandardConversion factor for: Gm = 0.001 Quintal = 100 Ton = 1000 1.16.1 N Setup Unit of Measures Conversions 1.16.2 Choose the region Standard 1.16.3 Choose a UOM other than the Base Unit of Measure in the field Unit. (Gm, Quintal or Ton) 1.16.4 Tab to the field Conversion. 1.16.5 Enter the Conversion factor (for Gm, enter the value 0.001, for Quintal, enter the value 100 and for Ton, enter the value 1000) 1.16.6 Save Read the display field at the bottom of the screen
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Item Specific Conversions
Item Specific Conversions can be defined only after defining items. There will be many situations when you want to use a different UOM for an item when transacting it. If a different UOM is used, naturally there must be a relationship established between the involved UOMs. We have already seen that when standard conversions are defined between different UOMs of the same class, it is not item specific. It need not be item specific because the conversions are done between UOMs of the same class and moreover, the used conversion factors are world wide accepted standards. Now, let us look into a practical situation where you use a UOM of Box for a particular item. Here the question is 1 Box = How Many. Even though both the UOMs involved in this conversion belong to the same class, the answer to this question can be given only if the item is specified. We can say that if the item A01 is packed into the box, 1 Box = 50 Each. If item A02 is packed into the box, 1 Box = 25 Each. That is, if conversions are defined for non-standard UOMs, they must be Item Specific. Now, let us analyze a situation when you want to define a conversion between UOMs of two different classes. Assume that we want to define conversion between KG and Cubic Meter. In this case also, we will be able to derive a conversion factor only if the item is known. So, a conversion between UOMs of different classes, is also will be Item Specific. A conversion defined for an item between two UOMs of the same class is known as Intra Class Conversion. A conversion defined for an item between two UOMs of different classes is known as Inter Class Conversion.
Intra Class Conversions

1.16.7 N Setup Unit Of Measures Conversions 1.16.8 Change region to Intra-class 1.16.9 Choose an item 1.16.10 Choose a UOM other than the Base UOM in the field named Unit 1.16.11 Choose a conversion factor in the field named Conversion 1.16.12 Save 1.16.13 Move cursor to the next line and repeat steps 1.16.9 to 1.16.12
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Inter Class Conversions
The conversions of this type are always defined with the primary UOM of the item. 1.16.7 N Setup Unit Of Measures Conversions 1.16.8 Change region to Inter-class 1.16.9 Choose an item As soon as you choose the item, in the Source block the Base Unit of the class to which the items primary UOM belongs will default. 1.16.10 Choose a base UOM of a different class other than the Class to which the primary UOM of the selected item belongs, in the field named Base Unit of the Destination block 1.16.11 Choose a conversion factor in the field named Conversion 1.16.12 Save 1.16.13 Move cursor to the next line and repeat steps 1.16.9 to 1.16.12
1.17 Define Item Revisions

When an item is placed under Revision Control, the value assigned to the field Starting Revision in the organization definition will be used as the first revision. When subsequent revision numbers are required you have to define it separately as follows. 1.17.1 1.17.2 1.17.3 1.17.4 1.17.5 1.17.6 1.17.7 N Items Organization Items Enter the item name Click on the push button Find Special Revisions Enter a new revision Optionally enter a description Enter an effective From date. You can assign a future date also as the effective date 1.17.8 Save
1.18 Define Item Relationships

1.18.1 N Items Item Relationships 1.18.2 Choose a From Item 1.18.3 Choose a To Item 1.18.4 Choose the relation Type (Related or Substitute)
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1.18.8 Indicate whether the relationship is one way or reciprocal by checking or unchecking the check box Reciprocal
1.19 Create Item Catalog

Item Catalog is used to query item by one of its values. We will create a Catalog with the items and values as given below. Descriptive Elements CCD Color/Mono Lens Size Resolution Monitor Size Pixels A01 Color 6 x 24 330 A02 1/3 Mono 6 x 36 400 Values for Items A03 Color 6 x 48 450 A04 Color 300 17 300 x 400 A05 Mono 400 14 600 x 400 A06 Color 400 21 800 x 400
Define Catalog Group and assign Descriptive Elements

1.19.1 1.19.2 1.19.3 1.19.4 1.19.5 1.19.6 1.19.7 N setup Items Catalog Group Enter a name for the Catalog Group Optionally enter a description Click on the push button Details Change region to Descriptive Elements Enter a Seq number Enter the first name of the Descriptive Elements of this catalog Group 1.19.8 Check or uncheck the check box Required If this check box is checked, when you assign an item to the Catalog Group, for any item, you will have to enter a value for this descriptive element. On the other hand, if this check box is unchecked, a value for this field, while assigning items to the Catalog Group, will be optional. 1.19.9 Move Cursor to the next line 1.19.10 Repeat steps 1.20.5 to 1.20.8 till all the descriptive elements are entered.
Assign Items to the Catalog Group

1.19.11 N Items Master Items
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1.19.12 1.19.13 1.19.14 1.19.15 1.19.16 1.19.17 F11, enter a partial item name, Ctrl + F11 Special Catalog Choose the Catalog Group Name Check the check box Catalog Complete Click on the Lines All the descriptive elements that you have entered for the Catalog Group defaults. 1.19.18 Enter values of the item queried in step 1.20.10 for each Descriptive Element. If a particular descriptive element is not applicable for a particular item, then you can leave that field blank. 1.19.19 Query the next item and repeat steps 1.20.11 to 1.20.16 till all the required items are assigned to the Catalog Group
Searching for Item in the Catalog by Specifying a Descriptive Element Value

1.19.20 1.19.21 1.19.22 1.19.23 N Items Items Search Choose the required organization Change the region to Item Catalog Choose the catalog Group Name All the descriptive elements defined for the catalog group will default 1.19.24 Enter a value against one of the descriptive elements. Say, we entered a value of 400 against the descriptive element Resolution. 1.19.25 Click on the push button Find The items A02, A05 and A06 must be listed as these three items are having a value of 400 for the descriptive element Resolution.
1.20 Define Asset Subinventories and Assign Items

Subinventories are always organization specific. So, you have to define subinventories separately for each organization. Between organizations, the subinventory names can be repeated. 1.20.1 1.20.2 1.20.3 1.20.4 1.20.5 1.20.6 1.20.7 N Setup Subinventories Click on the push button New Enter a name for the Subinventory Optionally enter description Check the check box Qty Tracked Check the check box Asset Subinventory Check or uncheck the remaining check boxes (Include in ATP, Allow Reservation, Nettable) as per your requirement. Page 30
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1.20.8 Choose a Locator Control option (None, Prespecified, Dynamic Entry or Item Level) 1.20.9 Optionally enter a Picking Order 1.20.10 Optionally enter the following Lead Times. Preprocessing, Processing Post Processing 1.20.11 Optionally enter the following item Sourcing details Type : (Supplier or Inventory) Organization : (If Type is selected as Inventory, then optionally choose an organization Subinventory : (If Type is selected as Inventory, then optionally choose a Subinventory) 1.20.12 1.20.13 1.20.14 Change region to Accounts Choose all the accounts Save
Assign Items
(Continuation) 1.20.15 1.20.16 1.20.17 1.20.18 1.20.19 Click on the push button Item/Subinventory Choose the Item Move cursor to the next line and choose the next item Repeat the above step till you finish assigning all the items Save
1.21 Define Expense Subinventories and Assign Items

1.21.1 1.21.2 1.21.3 1.21.4 1.21.5 N Setup Subinventories Click on the push button New Enter a name for the Subinventory Optionally enter description Uncheck the check box Qty Tracked As soon as you uncheck the check box Qty Tracked, al the remaining check boxes will be automatically unchecked. 1.21.6 Change region to Accounts 1.21.7 Choose all the accounts 1.21.8 Save
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Assign Items
(Continuation) 1.21.9 Click on the push button Item/Subinventory 1.21.10 Choose the Item 1.21.11 Move cursor to the next line and choose the next item 1.21.12 Repeat the above step till you finish assigning all the items 1.21.13 Save
1.22 Define Vehicle

1.22.1 1.22.2 1.22.3 1.22.4 1.22.5 1.22.6 1.22.7 1.22.8 N Items Master Items Enter the name of the vehicle in the Name field Enter a description (mandatory) Choose the User Item Type as Vehicle from the LOV. Do not copy any template) Change region to Physical Attributes Check the check box Vehicle Optionally you can enter the remaining Physical Attributes Save
1.23 Define Container Types

1.23.1 1.23.2 1.23.3 1.23.4 1.23.5 1.23.6 1.23.7 1.23.8 N Setup Items Container Types Click on the Lines Enter a Code for the Container Type that you are defining Enter a meaning for the Code. This meaning that you enter here will be available every where else in the LOV where ever you want to choose a Container Type Optionally enter a description Enter an effective From date Check the check box Enabled Save
1.24 Define Containers

1.24.1 1.24.2 1.24.3 1.24.4 N Items Master Items Enter the Container Name Enter a description Choose the User Item Type as Box, carriage etc from the LOV. Do not copy any template) 1.24.5 Change region to Physical Attributes 1.24.6 Check the check box Container
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1.24.7 Choose a Container Type from the LOV 1.24.8 Optionally choose the remaining Physical Attributes 1.24.9 Save
1.25 Define Freight Carriers

Normally people consider Freight carrier as a Vehicle. As far as Oracle Applications is concerned this is not true. In Oracle Appps, the term Freight Carrier means, a transporting company. Vehicle you have to define as an Item as mentioned in 1.23. 1.25.1 1.25.2 1.25.3 1.25.4 1.25.5 N Setup Freight Carriers Enter a CarrierName Optionally enter a description Choose a Distribution Account Save
1.26 Define Transaction Source Types

1.26.1 1.26.2 1.26.3 1.26.4 1.26.5 N Setup Transactions Types Change region to User-defined Choose a Source Type Choose an action Save
Note: Refer page 190 of the Course Material to find the list of Source Types and actions that you can choose in steps 1.27.3 and 1.27.4
1.27 Define Transaction Reasons

1.27.1 1.27.2 1.27.3 1.27.4 N Setup Transactions Reasons Enter a transaction reason Optionally enter a description Save
1.28 Define Account Aliases

1.28.1 1.28.2 1.28.3 1.28.4 1.28.5 N Setup Account Aliases Enter an Alias Optionally enter a description Choose an Account for which the Alias is defined Save
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1.29 Define Shipping Methods
1.29.1 N Setup Organization Shipping Methods 1.29.2 Enter a Code for the new shipping method 1.29.3 Enter a meaning for the above Code. This meaning that you enter here will be the value that you are going to get in the LOV wherever a Shipping Method is to be selected. 1.29.4 Optionally enter a description 1.29.5 Enter an effective From date 1.29.6 Check the check box Enabled 1.29.7 Save
1.30 Define Transit Times for Shipping Methods

1.30.1 1.30.2 1.30.3 1.30.4 1.30.5 N Setup Choose the From Organization and Location Choose the To Organization and Location Choose the Shipping Method Enter the number of days that the specified shipping method will take to transfer material between the organizations mentioned in steps 1.31.2 and 1.31.3. 1.30.6 Move cursor to the next line and repeat steps 1.31.4 and 1.31.5 till then Intransit Times for all the possible Shipping Methods are defined. 1.30.7 Check the check box Default Method only for that Shipping Method which you frequently used. 1.30.8 Save
1.31 Define Organization Access

1.31.1 N Setup Organizations Organization Access 1.31.2 Choose an Organization 1.31.3 Choose a application (Oracle Purchasing, Oracle Human Resources etc) in the field named Application 1.31.4 Choose a Responsibility name in the field named Name 1.31.5 Move cursor to the next line and repeat steps 1.32.2 to 1.32.4 1.31.6 Save Note: The organization names can be repeated The combination of Application and Responsibility cannot be repeated. That is, the value derived by combining the values of Application and Responsibility must be unique. You can make combinations as follows. Thampy Mathew Page 34
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Application Oracle Purchasing Oracle Purchasing Name PO Super User Local User
1.32 Launching Transaction Managers

If the Cost Manager is inactive for an organization, in WIP, the Resources and Materials will not be costed when assemblies are moved from operation to operation or during Closing the Job. If the Cost Manager is inactive, you can activate it as follows. 1.32.1 N Setup Transactions Interface Managers If the status of the Cost Manager is Active do not do anything. Else activate it as follows. 1.32.2 Keep the cursor in Cost Manager 1.32.3 Special Launch Manager 1.32.4 Close the Form 1.32.5 N Setup Transactions Interface Managers See that the status of Cost Manager is change to Active
2.0
Open Inventory Accounting Periods

You will be permitted to do any transaction in Oracle Inventory, only in an Open Period. 2.1 N Accounting Close Cycle Open Inventory Accounting Periods 2.2 Keep the cursor in the current month and click on the push button Change Status 2.3 Choose the option Open 2.4 Move cursor to one step above and repeat steps 2.2 and 2.3
3.0
Miscellaneous Transactions
3.1 Miscellaneous Receipt
3.1.1 3.1.2 3.1.3 3.1.4 3.1.5 N Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose an Item Choose the Subinventory Page 35
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3.1.6 3.1.7 3.1.8 3.1.9 Enter the Qty Choose the Account Optionally choose a Reason Save
Checking the On-hand Quantities

3.1.10 3.1.11 3.1.12 3.1.13 N On-hand Availability On-hand Quantities Enter the Item Click on the push button Find If On-hand quantity exists for the item a new window will be opened with details of the on-hand quantities 3.1.14 Click on the push button Subinventory You can now see Subinventory wise distribution of the item.
3.2
Miscellaneous Issue
3.2.1 3.2.2 3.2.3 3.2.4 3.2.5 3.2.6 3.2.7 3.2.8 3.2.9 N Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Issue Click on the push button Transaction Lines Choose an Item Choose the Subinventory Enter the Qty Choose the Account Optionally choose a Reason Save
Checking the On-hand Quantities

3.2.10 3.2.11 3.2.12 3.2.13 N On-hand Availability On-hand Quantities Enter the Item Click on the push button Find If On-hand quantity exists for the item a new window will be opened with details of the on-hand quantities 3.2.14 Click on the push button Subinventory You can now see Subinventory wise distribution of the item.
3.3
Transferring Items Between Subinventories

3.3.1 3.3.2 3.3.3 3.3.4 N Transactions Subinventory Transfer Choose the Type as Inventory sub transfer Click on the push button Transaction Lines Choose the Item
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3.3.5 3.3.6 3.3.7 3.3.8 3.3.9 3.3.10 Choose the Subinventory (From Subinventory) Choose the To Subinv Enter the Qty to be transferred Optionally choose a Reason Save Check On-hand quantities. You must see that the Qty enteredinstep 3.3.7 is incremented in the Subinventory that is selected in step 3.3.6 and decremented in the subinventory that is selected in step 3.3.5.
3.4
Transferring Items Between Organizations Without ISO

You will be able to transfer items between organizations only if Shipping Network is defined for the organizations involved. Refer step 1.8 above. If the check box Internal Orders Required is checked in the Shipping Network, you will be able to transfer items only through an Internal Sales Order. How an Internal Sales Order is created shall be described in the Order Entry Notes. When you transfer items between organizations without using an Internal Sales Order, there are three ways depending upon the Transfer Type (Direct or Intransit) and Receipt Routing (Standard or Inspection Required) you defined in the Shipping Network. If the defined Transfer Type for a particular Shipping Network is Direct, the qty in the corresponding subinventory of the Destination organization will be incremented as soon as you transfer qty from the Source organization. You need not to receive the material in the Destination organization. If the defined Transfer Type is Intransit and the Receipt Routing is Standard for a particular Shipping Network, then you have to first Receive the transferred item in the destination organization and later in a separate transaction, the received items should be delivered to the required Subinventory. If the defined Transfer Type is Intransit and the Receipt Routing is Inspection Required for a particular Shipping Network, then you have to first Receive the transferred item in the destination organization. Then in a separate transaction you have to inspect the received items
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and later in a third transaction, the accepted items should be delivered to the required Subinventory.
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Direct Inter-organization Transfer
3.4.1 3.4.2 3.4.3 N Transactions Inter-org Transfers Choose the To Org Ctrl + L. The Type will default as per the definition in the Shipping Network 3.4.4 Enter a value in the field named Number in the Shipment block (This is a mandatory field) 3.4.5 Optionally enter the Freight Carrier, waybill/Airbill, Containers and Expected Receipt Date 3.4.6 Click on the push button Transaction Lines 3.4.7 Choose the item 3.4.8 Choose the (source) Subinventory 3.4.9 Choose the (destination) To Subinventory 3.4.10 Enter Qty 3.4.11 Optionally enter a Reason
Entering Inter-org Transfer Charge

If Requested Value is selected as the option in the organization definition for the field Inter-org Transfer Charge, then the actual value can be entered while doing the inter-organization transfer as follows. 3.4.12 Move cursor to the field named Added Value 3.4.13 Enter a value in this field 3.4.14 Save If Requested Percent is selected as the option in the organization definition for the field Inter-org Transfer Charge, then the actual percent can be entered while doing the inter-organization transfer as follows. This percentage that you enter here is the percentage of the Transaction Value. 3.4.14 Skip steps 3.4.12 to 3.4.14 3.4.15 Move cursor to the field named Transfer Charge 3.4.16 Enter the percentage of transaction value that you wish to include as transfer charge. 3.4.17 Save
Entering Freight Charges

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3.4.20 Save 3.4.15 Change organization to the Destination Organization
Check On-hand Quantities

3.4.16 On-hand Availability On-hand Quantities 3.4.17 Enter the transferred item 3.4.18 Click on the push button Find You must see that the transferred qty is incremented in the Destination organization.
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Intransit/Standard Inter-organization Transfer

If Requested Value is selected as the option in the organization definition for the field Inter-org Transfer Charge, then the actual value can be entered while doing the inter-organization transfer as follows. 3.4.12 Move cursor to the field named Added Value 3.4.13 Enter a valueinthis field 3.4.14 Save If Requested Percent is selected as the option in the organization definition for the field Inter-org Transfer Charge, then the actual percent can be entered while doing the inter-organization transfer as follows. This percentage that you enter here is the percentage of the Transaction Value. 3.4.15 Skip steps 3.4.12 to 3.4.14 3.4.16 Move cursor to the field named Transfer Charge 3.4.17 Enter the percentage of transaction value that you wish to include as transfer charge. 3.4.18 Save

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3.4.23 N On-hand Availability On-hand Quantities 3.4.24 Enter the transferred item 3.4.25 Click on the push button Find You will see that the transferred qty is NOT incremented in the Destination organization.
Receiving the Item in the Destination Organization

3.4.26 3.4.27 3.4.28 3.4.29 3.4.30 3.4.31 3.4.32 3.4.33 3.4.34 3.4.35 N Transactions Receiving Receipts Enter the Number you entered in step 3.4.4 Click on the push button Find Close the Receipt Header You will see that there is a value of Receiving in the field named Destination Ensure that your current organizations location is defaulted as value for the field named Deliver-To Check the check box at the extreme left side of each line Save Click on the push button Header Note down he Receipt Number Close

3.4.36 N On-hand Availability On-hand Quantities 3.4.37 Enter the transferred item 3.4.38 Click on the push button Find You will see that the transferred qty is still NOT incremented in the Destination organization.
Delivering the Received Item to a Suitable subinventory of the Destination Organization

3.4.39 3.4.40 3.4.41 3.4.42 N Transactions Receiving Receiving Transactions Enter the Receipt Number noted down in step 3.4.25 Click o the push button Find Check the check box at the extreme left side of each line You will see that the Destination is automatically changed to Inventory
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3.4.43 Choose a subinventory name to which you want to deliver the received item as value for the field named Subinventory 3.4.44 Save

3.4.45 N On-hand Availability On-hand Quantities 3.4.46 Enter the transferred item 3.4.47 Click on the push button Find This time you must see that the Delivered Qty is incremented in the destination organization.
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Intransit/Inspection Required Inter-organization Transfer

If Requested Value is selected as the option in the organization definition for the field Inter-org Transfer Charge, then the actual value can be entered while doing the inter-organization transfer as follows. 3.4.12 Move cursor to the field named Added Value 3.4.13 Enter a value in this field 3.4.14 Save If Requested Percent is selected as the option in the organization definition for the field Inter-org Transfer Charge, then the actual percent can be entered while doing the inter-organization transfer as follows. This percentage that you enter here is the percentage of the Transaction Value. 3.4.15 Skip steps 3.4.12 to 3.4.14 3.4.16 Move cursor to the field named Transfer Charge 3.4.17 Enter the percentage of transaction value that you wish to include as transfer charge. 3.4.19 Save

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3.4.24 N On-hand Availability On-hand Quantities 3.4.25 Enter the transferred item 3.4.26 Click on the push button Find You will see that the transferred qty is NOT incremented in the Destination organization.
Receiving the Item in the Destination Organization

3.4.27 3.4.28 3.4.29 3.4.30 3.4.31 3.4.32 3.4.33 3.4.34 3.4.35 3.4.36 N Transactions Receiving Receipts Enter the Number you entered in step 3.4.4 Click on the push button Find Close the Receipt Header You will see that there is a value of Receiving in the field named Destination Ensure that your current organizations location is defaulted as value for the field named Deliver-To Check the check box at the extreme left side of each line Save Click on the push button Header Note down the Receipt Number Close

Inspecting the Received Item

3.4.40 N Transactions Receiving Receiving Transactions 3.4.41 Enter the Receipt Number that you noted down in step 3.4.25 You will see that the Destination is still Receiving 3.4.42 Click on the push button Inspect 3.4.43 Enter an Action 3.4.44 Choose a Status Accept 3.4.45 Enter the Qty accepted
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3.4.46 Move cursor to the next line if the accepted qty is less than the received qty 3.4.47 Enter an Action 3.4.48 Choose a status Reject 3.4.49 Enter the qty rejected The total of the accepted qty and the rejected qty should match with the qty received 3.4.50 Save

Delivering the Received Item to a Suitable subinventory of the Destination Organization

3.4.54 N Transactions Receiving Receiving Transactions 3.4.55 Enter the Receipt Number noted down in step 3.4.25 3.4.56 Click o the push button Find This time you will see that the Destination is changed to Inventory 3.4.57 Check the check box at the extreme left side of each line 3.4.58 Choose a subinventory name to which you want to deliver the received item as value for the field named Subinventory 3.4.59 Save

3.4.60 N On-hand Availability On-hand Quantities 3.4.61 Enter the transferred item 3.4.62 Click on the push button Find This time you must see that the Delivered Qty is incremented in the destination organization.
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3.5 Tracking Materials in Intransit Inventory Intransit Inventory
Intransit Inventory is not a defined subinventory. The material is in Intransit Inventory means that the material is on the road or better to say that the material is on the move. Till the transferred quantities are received in the Destination organization, you will be able to see the Intransit Inventory only from the Source Organization 3.5.1 3.5.2 3.5.3 3.5.4 3.5.5 Change Organization to the Organization from where the transfer is made. N Transactions Transaction Summaries Enter an Item Click on the push button Summarize Change region to Intransit Here you will be able to see the quantities of material lying in the Intransit Inventory.
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4.0 Inventory Controls

Inventory Control means how individual item or a group of items can be tracked when transactions are performed on it. Oracle Inventory is capable of handling four different types of controls on the items that are assigned to an organization. They are: 4.1 4.2 4.3 4.4 Revision control Locator Control Lot Control Serial Control
The purpose of each type of control and in Oracle Inventory how you can implement one or two or three or all the four controls on an item shall be discussed below.
4.1
Revision Control
Revision Control is normally adopted for identifying a modified item. Let us take the example of an item, Oracle Applications. Even though the name Oracle Applications remains the same for all the versions, they are not one and the same. Depending on the version number, the item named Oracle Applications varies though the difference is marginal in many cases. Thus, when you want to identify the changes made in an item, you can place that item under Revision Control. 4.1.1 4.1.2 4.1.3 4.1.4 4.1.5 4.1.6 N Items Organization Items Enter the item that you want to place under Revision Control Click on the push button Find Change region to Inventory Check the check box Revision Control Save Hereafter you will not be able to do any transaction with the above item without specifying a valid Revision. Caution: You cannot change revision control when an item has on-hand quantity. If Revision Control is controlled at Master level, the check for on-hand qty is against the sum of on-hand quantities in all child organizations.
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Testing
4.1.7 4.1.8 4.1.9 4.1.10 4.1.11 4.1.12 4.1.13 4.1.14 4.1.15 4.1.16 Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.1.2 Do not choose a value in the field named Rev Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Save You will see that the system does not permit you to save it, as you have not provided a valid revision in step 4.1.11. Now, chose a revision in the field Rev and save. You will see that the transaction is effected. When you want a new revision for a particular item that should be defined as given in step 1.17
4.2
Locator Control
Locator Control is adopted to find out where exactly the item is lying in a store. Normally Locator Control is adopted for items smaller in size. The locators are defined as Row, Rack Bin. You can customize your Item Locator key flexfield to suit your exact requirement.
Pre-specified Locator Control

4.2.1 4.2.2 4.2.3 4.2.4 4.2.5 4.2.6 4.2.7 4.2.8 In the organization definition (Inventory Parameters region), ensure that you selected the option Determined at Subinventory Level for the field named Locator Control In the subinventory definition, ensure that you selected the value Item Level for the field named Locator Control N Items Organization Items Enter the item that you want o place under Locator Control Click on the push button Find Change region to Inventory Choose a value Prespecified in the field named Locator Control Save
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Defining Locators for a Subinventory
4.2.9 4.2.10 4.2.11 4.2.12 4.2.13 N Setup Organization Subinventories F11, Enter the Subinventory name, Ctrl + F11 Click o the push button Open Click o the push button Locators By keeping the cursor in the first item, define the locators for it in the lower block named Locators for this Item Subinventory 4.2.14 Move cursor to the next item in the upper block and repeat the above step. 4.2.15 Save Now, you cannot do transactions with the above item without choosing a valid locator.
Testing
4.2.16 4.2.17 4.2.18 4.2.19 4.2.20 4.2.21 4.2.22 4.2.23 4.2.24 4.2.25 4.2.26 Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.2.4 Choose a value in the field named Rev Do not choose a value for the field named Locator Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Save You will see that the system does not permit you to save it, as you have not provided a valid Locator in step 4.2.21. Now, chose a Locator in the field Locator and save. You will see that the transaction is effected.
Dynamic Entry Locator Control

4.2.27 In the organization definition (Inventory Parameters region), ensure that you selected the option Determined at Subinventory Level for the field named Locator Control 4.2.28 In the subinventory definition, ensure that you selected the value Item Level for the field named Locator Control 4.2.29 N Items Organization Items 4.2.30 Enter the item that you want o place under Locator Control 4.2.31 Click on the push button Find Thampy Mathew Page 50
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4.2.32 Change region to Inventory 4.2.33 Choose a value Dynamic Entry in the field named Locator Control 4.2.34 Save 4.2.35 Do the Testing as mentioned in step 4.2.16 to 4.2.26
4.3
Lot Control
Lot Control is adopted to identify a group of items. If you are a Textile Manufacturer, the cotton that you receive may be placed under lot control. Each truckload of cotton may be treated as one lot. 4.3.1 Ensure the following values for Lot Control fields (Revision, Lot, Serial region) in your organization definition. Uniqueness : Across Items Generation : At Item Level Prefix : Enter an alphanumeric character as prefix Total Length : Enter a value of 4 if you want to generate three-digit lot number. (The extra 1 is for the prefix) 4.3.2 4.3.3 4.3.4 4.3.5 4.3.6 4.3.7 4.3.8 4.3.9 N Items Organization Items Enter the item that you want to place under Lot Control Click on the push button Find Change region to Inventory Choose a value of Full Control for the field named Lot Control Enter a Starting Lot Prefix (an alphanumeric character) Enter a Starting Lot Number Save
Testing
4.3.10 4.3.11 4.3.12 4.3.13 4.3.14 4.3.15 4.3.16 4.3.17 4.3.18 4.3.19 Thampy Mathew Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.3.3 Choose a value in the field named Rev Choose a value for the field named Locator Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Page 51
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4.3.20 Save You will see that the system does not allow you to save the transaction as you have not selected a valid lot number for the qty received. 4.3.21 Click on the push button Lot/Serial 4.3.22 Click on the push button Generate You will fin a new lot number appears in the field named Lot 4.3.23 Enter a partial qty of the total received qty, in the field named Quantity. 4.3.24 Move cursor to the next field 4.3.25 Click on the push button Generate 4.3.26 Enter the remaining qty in the Quantity field 4.3.27 When finished click on the push button Done Note: It is definitely not necessary to do steps 4.3.24 to 4.3.26, if you wish to give the same lot number for all the received qty. In that case, you have to enter all the received qty in step 4.3.23.
4.4
Serial Control
Serial Number Control is adopted when you want to track individual pieces of an item. This is generally used for costly items. 4.4.1 Ensure the following values for Serial Control fields (Revision, Lot, Serial region) in your organization definition. Uniqueness : Within Inventory Items Generation : At Item Level Prefix : Enter an alphanumeric character as prefix Starting Serial Number : Enter a number 4.4.2 4.4.3 4.4.4 4.4.5 4.4.6 4.4.7 4.4.8 4.4.9 N Items Organization Items Enter the item that you want to place under Serial Control Click on the push button Find Change region to Inventory Choose a value of Predefined for the field named Serial Generation Enter a Starting Serial Prefix (an alphanumeric character) Enter a Starting Serial Number Save
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Generating Serial Numbers
4.4.10 N On-hand Availability Generate Serial Numbers 4.4.11 Chose the following parameters for the report Item Quantity 4.4.12 4.4.13 4.4.14 4.4.15 : Chose the item selected in 4.4.3 : Enter the total number of serial numbers you want to generate this time.
Click on OK Click on the push button Submit Help View My Request Click on the push button Find See that the server processed your request
Testing
4.4.16 4.4.17 4.4.18 4.4.19 4.4.20 4.4.21 4.4.22 4.4.23 4.4.24 4.4.25 4.4.26 Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.4.3 Choose a value in the field named Rev (assumes that the same item is under Revision control also) Choose a value for the field named Locator (assumes that the same item is under Locator control also) Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Save You will see that the system does not allow you to save the transaction as you have not selected a valid lot number and a valid serial number for the qty received. 4.4.27 Click on the push button Lot/Serial 4.4.28 4.4.29 4.4.30 4.4.31 4.4.32 4.4.33 If the item is under lot control also, then Click on the push button Generate Enter a Qty Click on the push button Serial Choose the radio button Range The Qty field will display the total qty you are receiving Choose the last number that is to be assigned to the last item of the received qty. Page 53
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Suppose you are receiving 100 items, you must ensure that 100 or more serial numbers are generated before trying to receive the item. 4.4.34 Save
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5.2 Min-Max Planning
Min-Max planning is generally adopted for items, which are regularly purchased. Say, for example, let us consider the purchase of bearings, vbelts etc. The consumption of these types of items will be more or less same every month. So, you can fix a minimum and maximum stock level for these items considering the consumption level. Once an item is placed under Min-Max Planning, you can make arrangement to create purchase requisitions automatically when the items on-hand qty falls below the minimum level fixed for the it. You can do the Min-Max planning for Buy items as well as Make items. If a Buy item is placed under Min-Max Planning, you can do the planning to generate purchase requisitions at two levels, viz Organization Level and Subinventory Level. If a Make item is placed under Min-Max Planning, the system creates WIP Discrete Jobs instead of purchase requisitions. Min-Max Planning for a make item can be done only at Organization Level
5.2.1 Organization Level Min-Max Planning for Buy Items

5.2.1.1 N Items Organization Items 5.2.1.2 Enter the item that you want to place under organization Level Min-Max Planning 5.2.1.3 Click on the push button Find 5.2.1.4 Change region to General Planning 5.2.1.5 Choose Buy as value for the field named Make or Buy 5.2.1.6 Choose Supplier as value for the field named Source Type 5.2.1.7 Choose the Min-Max Planning as value for the field named Inventory Planning Method 5.2.1.8 Enter a Minimum Qty 5.2.1.9 Enter a Maximum Qty 5.2.1.10 Enter the Minimum Order Qty 5.2.1.11 Enter the Maximum Order Qty 5.1.1.10 optionally enter the Fixed Lot Multiplier 5.1.1.11 Save
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Create Purchase Requisition Automatically
Ensure that the on-hand qty of the item is well below the MinMax minimum qty. 5.1.1.12 Help View My Request 5.1.1.13 Click on the push button Find 5.1.1.14 Click on the push button Submit a New Request 5.1.1.15 Choose the report Min-Max Planning Report 5.1.1.16 Select the following parameters for the report Planning Level : Organization Item Selection : Items under minimum quantity Items From : Choose your item To : Choose the same item Restock : Yes Include PO Supply : No Include WIP Supply : No Include Interface Supply : No 5.1.1.17 Click on OK 5.1.1.18 Click on the push button Submit 5.1.1.19 Click on No 5.1.1.20 Click on the push button Refresh till then your request is processed by the server. 5.1.1.21 Click on the push button View Output 5.1.1.22 Click on the push button Next You must see that all the relevant data have come there. Note: When you run the Min-Max Planning Report, the data required to generate a purchase requisition are transferred to the Interface Tables. These data will be converted into a purchase requisition only when you do Requisition Import from Oracle Purchasing.
Requisition Import from Oracle Purchasing

Caution: Before doing the Requisition Import from Purchasing, you must ensure the following. You have been defined as an Employee Your Employee name is attached to your User name You have bee defined as a Buyer
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5.1.1.23 Switch Responsibility to Purchasing 5.1.1.24 Help View My Request 5.1.1.25 Click o the push button Submit a New Request 5.1.1.26 Choose the report Requisition Import 5.1.1.27 Select the following parameters for the report Import Source : INV Group By : Item 5.1.1.28 Click on OK 5.1.1.29 Click on the push button Submit 5.1.1.30 Click on No 5.1.1.31 Click on the push button Refresh till then the server process your request. 5.1.1.32 Click on the push button View Output You must see the message requisition created.
Finding the Number of the Created Requisition

5.1.1.33 N Requisition Requisition Summary 5.1.1.34 Enter the item 5.1.1.35 Click on the push button Find In the window that appears, you can find out the requisition number.
5.2.2 Subinventory Level Min-Max Planning for Buy Items

5.2.2.1 N Setup Organizations Subinventories 5.2.2.2 F11, Enter the subinventory name, Ctrl + F11 5.2.2.3 Click on the push button Item/Subinventory 5.2.2.4 Click on that particular line whose item you want to place under Min-Max Planning 5.2.2.5 Check the check box Min-Max Planning 5.2.2.6 Enter a Minimum Qty 5.2.2.7 Enter a Maximum Qty 5.2.2.8 Enter the Minimum Order Qty 5.2.2.9 Enter the Maximum Order Qty 5.1.2.10 Optionally enter the Fixed Lot Multiplier 5.1.2.11 Choose Item Sourcing as Supplier 5.1.2.12 Save
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Create Purchase Requisition Automatically
Ensure that the on-hand qty of the item in the above Subinventory is well below the Min-Max minimum qty. 5.1.2.12 Help View My Request 5.1.2.13 Click on the push button Find 5.1.2.14 Click on the push button Submit a New Request 5.1.2.15 Choose the report Min-Max Planning Report 5.1.2.16 Select the following parameters for the report Planning Level : Subinventory Subinventory : Choose the Subinventory Item Selection : Items under minimum quantity Items From : Choose your item To : Choose the same item Restock : Yes Include PO Supply : No Include WIP Supply : No Include Interface Supply : No 5.1.2.17 Click on OK 5.1.2.18 Click on the push button Submit 5.1.2.19 Click on No 5.1.2.20 Click on the push button Refresh till then your request is processed by the server. 5.1.2.21 Click on the push button View Output 5.1.2.22 Click on the push button Next You must see that all the relevant data have come there. Note: When you run the Min-Max Planning Report, the data required to generate a purchase requisition are transferred to the Interface Tables. These data will be converted into a purchase requisition only when you do Requisition Import from Oracle Purchasing.
Requisition Import from Oracle Purchasing

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Your Employee name is attached to your User name You have bee defined as a Buyer 5.1.2.23 Switch Responsibility to Purchasing 5.1.2.24 Help View My Request 5.1.2.25 Click o the push button Submit a New Request 5.1.2.26 Choose the report Requisition Import 5.1.2.27 Select the following parameters for the report Import Source : INV Group By : Item 5.1.2.28 Click on OK 5.1.2.29 Click on the push button Submit 5.1.2.30 Click on No 5.1.2.31 Click on the push button Refresh till then the server process your request. 5.1.2.32 Click on the push button View Output You must see the message requisition created.
Finding the Number of the Created Requisition

5.1.2.33 N Requisition Requisition Summary 5.1.2.34 Enter the item 5.1.2.35 Click on the push button Find In the window that appears, you can find out the requisition number.
5.2.3 Organization Level Min-Max Planning for Make Items

5.2.3.1 N Items Organization Items 5.2.3.2 Enter the item that you want to place under organization Level Min-Max Planning 5.2.3.3 Click on the push button Find 5.2.3.4 Change region to General Planning 5.2.3.5 Choose Make as value for the field named Make or Buy 5.2.3.6 Choose the Min-Max Planning as value for the field named Inventory Planning Method 5.2.3.7 Enter a Minimum Qty 5.2.3.8 Enter a Maximum Qty 5.2.3.9 Enter the Minimum Order Qty 5.1.3.10Enter the Maximum Order Qty Thampy Mathew Page 59
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5.1.3.11 Optionally enter the Fixed Lot Multiplier 5.1.3.11 Save 5.1.3.12 N Items Master items 5.1.3.13 F11, Enter the Item Name, Ctrl + F11 5.1.3.14 Change region to Purchasing 5.1.3.15 Uncheck the check box named Purchasable 5.1.3.16 Save
Create Discrete Job Automatically

Ensure that the on-hand qty of the item is well below the MinMax minimum qty. 5.1.3.12 Help View My Request 5.1.3.13 Click on the push button Find 5.1.3.14 Click on the push button Submit a New Request 5.1.3.15 Choose the report Min-Max Planning Report 5.1.3.16 Select the following parameters for the report Planning Level : Organization Item Selection : Items under minimum quantity Items From : Choose your item To : Choose the same item Restock : Yes For Repetitive Item : Create discrete job Include PO Supply : No Include WIP Supply : No Include Interface Supply : No 5.1.3.17 Click on OK 5.1.3.18 Click on the push button Submit 5.1.3.19 Click on No 5.1.3.20 Click on the push button Refresh till then your request is processed by the server. 5.1.3.21 Click on the push button View Output You will get the number of the Discrete Job created from this window.
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5.2 Reorder Point Planning
A complete Reorder Point planning involves the following steps.
5.2.1 Set the Required Item Attributes

5.2.1.1 Set the following item attributes at organization level as follows. (a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k) (l) N Items Organization Items Enter the item Click on the push button Find Change region to General Planning Inventory planning Method : Reorder point Make or Buy : Buy Order Cost : Enter a value Carrying Cost Percent : Enter a value Source Type : Supplier Safety Stock Method : Non-MRP Planned Safety Stock Bucket Days : Enter a value Safety Stock Percent : Enter a value
5.2.2 Define a Forecast

5.2.2.1 N Planning Forecasts Sets 5.2.2.2 Enter a Forecast Set name 5.2.2.3 Optionally enter a description 5.2.2.4 Choose a Bucket Type (Days) 5.2.2.5 Choose a Level (Item) 5.2.2.6 Click on the Lines 5.2.2.7 Enter a Forecast name 5.2.2.8 Optionally enter a description 5.2.2.9 Move cursor to the next line 5.2.2.10 Enter the second Forecast name 5.2.2.11 Optionally enter a description for the second Forecast 5.2.2.12 Repeat till all the Forecast names are entered 5.2.2.13 Click on the first Forecast name 5.2.2.14 Click on the push button Forecast Items 5.2.2.15 Choose the item 5.2.2.16 Move cursor to the next line 5.2.2.17 Choose the second item and so on 5.2.2.18 Click on the push button Details Thampy Mathew Page 61
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5.2.2.19 Choose the Bucket Type (Days) 5.2.2.20 Choose the starting date of your demand in the field named (From) Date 5.2.2.21 Choose the last date of your demand in the field named End Date 5.2.2.22 Enter your demand in the field named (Current) Quantity The Quantity you enter here is the requirement per bucket. Say, for example, if your Bucket Type is selected Days and you entered a qty of 70 means that your demand for the item is 70 per day. If the selected Bucket Type is Weeks and if you entered a Qty of 70, means that your demand for the item is 70 per week or 10 per day. 5.2.2.23 Optionally enter a Confidence Percent The Confidence Percent represent the accuracy of Forecast. If you entered a Qty of 100 and a confidence Percent of 90, the actual demand will be considered as 100 (100 x 90/100) = 90. 5.2.2.24 Close the window 5.2.2.25 Click on the second line and repeat steps 5.2.2.18 to 5.2.2.23 5.2.2.26 Close the Details window 5.2.2.27 Close the Forecast Items window. 5.2.2.28 Click on the second Forecast name 5.2.2.29 Repeat steps 5.2.2.14 to 5.2.2.25 5.2.2.30 Save Note: One Forecast Set can contain multiple Forecasts, A Forecast can be used to define the demand for specific period of a year or to define the demand for a particular region of sales.
5.2.3 Define or Generate Safety Stock Define a safety Stock Manually

5.2.3.1 N Planning Safety stocks 5.2.3.2 Click on the push button New 5.2.3.3 Choose the item Thampy Mathew Page 62
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5.2.3.4 Enter an Effective date 5.2.3.5 Enter the Qty that you want as Safety Stock 5.2.3.6 Save
Generate Safety Stock as a Percentage of Forecast Demand

5.2.3.1 N Planning Safety Stock 5.2.3.2 F11, Enter the item you entered in step 5.2.3.3, Ctrl + F11 5.2.3.3 Click on the push button Open 5.2.3.4 Special Reload 5.2.3.5 Choose/Enter the following report parameters Selection Item Method Forecast : Specific inventory item : Choose the item : User-defined percent : Choose the Forecast (You should choose a Forecast name and not a Forecast set name Safety Stock%: Enter a value 5.2.3.6 Click on OK 5.2.3.7 Click on the pus button Submit 5.2.3.8 Help View My request 5.2.3.9 Click on the push button Find 5.2.3.10 Click on Refresh till your request is processed by the Server.
Viewing the Generated Safety Stock

5.2.3.11 N Planning Safety Stock 5.2.3.12 F11, Enter the item name, Ctrl + F11 5.2.3.13 Click on the push button Open You will see that the system has assigned a new value for the field Quantity. Also you can see that a value of 0 is assigned for the field named Quantity from the day on which there exists no demand for the item as per the Forecast selected for the Reorder Point Report parameter. Note: For doing the ROP Planning, you need to generate a Safety Stock using any one of the methods described above. Do not use both methods one after another
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5.2.4
Run the Reorder Point Report

Ensure that the on-hand qty of the item is well below the Safety Stock qty. 5.2.4.1 Help View My Request 5.2.4.2 Click on the push button Submit a New Request 5.2.4.3 Choose the report named Reorder point planning 5.2.4.4 Choose/Enter the following parameters for the report Item Selection Sort By Range From To Demand Cutoff Date Supply Cutoff Date Create Requisitions Forecast : : Inventory item : Full Listing : Enter your item : enter the same item selected above : Choose the current date : Enter todays date or a date ahead of todays date : Yes : Choose a Forecast name
5.2.4.5 Click on OK 5.2.4.6 Click on the push button Submit 5.2.4.7 Click on No 5.2.4.8 Click on the push button Find 5.2.4.9 Click on the push button Refresh till then your request is processed by the Server. 5.2.4.10 Click on the push button View Output 5.2.4.11 Click on the push button Next You must see that all the relevant data are available here.
5.2.5 Do Requisition Import from Purchasing

Caution: Before doing the Requisition Import from Purchasing, you must ensure the following. You have been defined as an Employee Your Employee name is attached to your User name You have bee defined as a Buyer 5.2.5.1 Switch Responsibility to Purchasing 5.2.5.2 Help View My request Thampy Mathew Page 64
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5.2.5.3 Click on the push button Submit a New Request 5.2.5.4 Choose the report named Requisition Import 5.2.5.5 Choose the following parameters for the report Import Source Group By : INV : Item
5.2.5.6 Click on OK 5.2.5.7 Click on the push button Submit 5.2.5.8 Click on No 5.2.5.9 Click on the push button Find 5.2.5.10 Click on the push button Refresh till then your request is processed by the Server 5.2.5.11 Click on the push button View Output
You must get the message requisition created
5.2.6 Find out the Requisition Number Requisition Summary window.

5.2.6.1 N Requisition Requisition Summary 5.2.6.2 Enter the item 5.2.6.3 Click on the push button Find
from
the
In the window that appears, you can find out the requisition number.
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5.3 Replenishment
The Replenishment is normally used to replenish Expense Subinventories. You can use this feature to replenish Asset Subinventories also. The Expense item, while assigning them to an expense subinventory can be placed under Min-Max Panning as usual. In the example give below, it is assumed that the item is not under Min-Max Planning. 5.3.1 5.3.2 5.3.3 5.3.4 5.3.5 5.3.6 5.3.7 5.3.8 5.3.9 5.3.10 5.3.11 N Counting Replenishment Counts Counts Click on the push button New Enter a name for the Replenishment Count Choose the Subinventory Click on the push button Lines Choose the item Choose the Count Type as Order Quantity Enter a Qty Save Close the Lines window Click on the push button Process and Report
5.3.12 Help View My Request 5.3.13 Click on the push button Find 5.3.14 Click on the push button Refresh till then your request is processed by the Server
Do Requisition Import from Purchasing

Caution: Before doing the Requisition Import from Purchasing, you must ensure the following. You have been defined as an Employee Your Employee name is attached to your User name You have bee defined as a Buyer 5.3.15 5.3.16 5.3.17 5.3.18 5.3.19 Switch Responsibility to Purchasing Help View My request Click on the push button Submit a New Request Choose the report named Requisition Import Choose the following parameters for the report Import Source Group By 5.3.20 Click on OK Thampy Mathew Page 66 : INV : Item
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5.3.21 Click on the push button Submit 5.3.22 Click on No 5.3.23 Click on the push button Find 5.3.24 Click on the push button Refresh till then your request is processed by the Server 5.3.25 Click on the push button View Output You must get the message requisition created
Find out the Requisition Number from the Requisition Summary window.
5.3.26 N Requisition Requisition Summary 5.3.27 Enter the item 5.3.28 Click on the push button Find In the window that appears, you can find out the requisition number. Note: In step 5.3.7, you can choose the options, Order Maximum or On-hand quantity provided that the item is placed under Min-Max Planning at Subinventory Level. If Order Maximum is selected as the option, you need not to enter a Qty at all. The system will generate a purchase requisition for the Min-Max maximum qty. On the other hand, if the option selected is On-hand Quantity, then the Qty you enter will be compared with the Min-Max minimum qty and if the entered qty is less than the Min-Max minimum qty, then a purchase requisition will be generated for a qty of Min-Max maximum qty. You can use the Replenishment Count to replenish an asset item assigned to an Asset Subinventory also if required.
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5.4 Kanban
5.4.1 5.4.2 5.4.3 5.4.4 5.4.5 5.4.6 5.4.7 5.4.8 5.4.9 5.4.10 5.4.11 5.4.12 5.4.13 N Kanban Pull Sequences Click on the push button New Choose the item Choose the Subinventory Choose a locator if the item is under Locator Control Choose the Status Active Choose a Card Status New Choose the Source Type as Supplier Choose a Supplier Name Tab to the field named Kanban Size and enter the Kanban size Enter he Number of Cards Enter the Min Order Qty Save
5.4.14 lick on the push button Cards 5.4.15 Enter a Card Number 5.4.16 Click on the push button Replenish See that the Card Status is changed to Empty
Do Requisition Import from Purchasing

Caution: Before doing the Requisition Import from Purchasing, you must ensure the following. You have been defined as an Employee Your Employee name is attached to your User name You have bee defined as a Buyer 5.4.17 5.4.18 5.3.17 5.3.18 5.3.19 witch Responsibility to Purchasing Help View My request Click on the push button Submit a New Request Choose the report named Requisition Import Choose the following parameters for the report Import Source Group By 5.3.20 5.3.21 5.3.22 5.3.23 Thampy Mathew Click on OK Click on the push button Submit Click on No Click on the push button Find Page 68 : INV : Item
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5.3.24 Click on the push button Refresh till then your request is processed by the Server 5.3.26 Click on the push button View Output You must get the message requisition created
Find out the Requisition Number from the Requisition Summary window.
5.3.26 N Requisition Requisition Summary 5.3.27 Enter the item 5.3.28 Click on the push button Find In the window that appears, you can find out the requisition number.
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Beginners Guide 6.0 Accuracy

In any organization, due to missing transactions or inaccurate entries of transactions, there will be every possibility for differences in the system on-hand quantities and the actual quantities lying in the Subinventory. In order to correct the differences, people physically count the items and correct the system on-hand quantities periodically. This we generally call as Stock Taking. Oracle Inventory is capable of managing the Stock Taking in two ways. The two ways are (1) Cycle Counting and (2) Physical Inventory (1) Cycle Counting Instead of counting all the items simultaneously, you can plan and count only a few items every day or every week. For doing Cycle Counting of an item, you must set the item attribute Enable Cycle Counting to Yes. Normally high value items are placed under Cycle Counting. For planning the number of times an item to be counted per year, you can use an ABC compile. (2) Physical Inventory In Physical Inventory you will have to count all the items. This is equal to the Half Yearly or Annual Stock Taking of an organization.
6.1
ABC Analysis
A complete ABC Analysis includes the following

Define a ABC Compile Define ABC Classes Define ABC Assignment Group and Assign Classes to it Assign Items to Various Classes
Define an ABC Compile

An ABC Compile is nothing but sorting the items based on a specific criterion. 6.1.1 6.1.2 6.1.3 6.1.4 Thampy Mathew ABC Codes ABC Compiles Enter a name for the Compile Choose a Content Scope (Organization) Choose a Valuation Scope (Organization) Page 70
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6.1.5 6.1.6 6.1.7 6.1.8 6.1.9 Choose a Criterion in the Compile Specification block. (Current on-hand value) Click on the push button Compile
Help View My Request Click on the push button Find Click on the push button Refresh till then the server process your request. 6.1.10 Click on the push button View Output In this window, you can see the result of the ABC Compile Content Scope: The Content Scope specifies list of items to be considered in the ABC Compile. If a value of organization is selected here, all the items assigned to the current organization will be included in the ABC Compile. If a value of Subinventory is selected, then you have to specify a Subinventory. In this case, the items assigned to the selected Subinventory only will be included in the ABC Compile. Valuation Scope The Valuation Scope specifies, in which all areas the system should search for the items selected as per the Content Scope. For example, if Subinventory is selected as the Content Scope and Organization is selected as the Valuation Scope, then the system will search all subinventories of the current organization for finding the items assigned to the Subinventory selected in the Content Scope. Compile Criteria that You can Use 1. Current on-hand quantity 2. Current on-hand value 3. Historical usage value 4. Historical usage quantity 5. Historical number of transactions 6. Forecasted usage value 7. Forecasted usage quantity 8. Previous cycle count adjustment quantity 9. Previous cycle count adjustment value 10. MRP demand usage quantity 11. MRP demand usage value
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Define ABC Classes
6.1.11 6.1.12 6.1.13 6.1.14 6.1.15 6.1.16 6.1.17 6.1.18 N ABC Codes ABC Classes Enter a Class name Optionally enter description for the above class Move cursor to the next line Enter the name of the second Class Optionally enter a description for the second Class Repeat steps 6.1.14 to 61.1.16 till all the Class names are entered Save
Note: You can enter any number of classes. Need not to limit to only three classes named A, B and C.
Define ABC Assignment Group and Assign Classes to it

6.1.19 N ABC Codes ABC Assignment Groups 6.1.20 Enter a Group Name 6.1.21 Choose an ABC Compile name in the field named Compile Name 6.1.22 6.1.23 6.1.24 6.1.25 6.1.26 6.1.27 Click on the push button Group Classes Choose a Priority (say 1) Choose an ABC Class name in the field named Class Name Move cursor to the next line and repeat steps 6.1.23 and 6.1.24 Repeat till all the classes are assigned to the Group Save
Assign Items to Various Classes

6.1.28 Close the Group Classes window opened in step 6.1.22 6.1.29 Click on the push button Assign Items All the Classes belong to the Group defaults 6.1.30 Enter a value in the field named Seq Suppose you entered a value of 100 in the above step, means that the first 100 items listed in the ABC Compile is assigned to the A Class. Refer step 6.1.10. 6.1.31 Move cursor to the next line 6.1.32 Enter a value for the field named Seq Suppose you entered a value of 200 in the above step, means that the items from 101 to 200 listed in the ABC Compile is assigned to the B Class. Thampy Mathew Page 72
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6.1.33 Repeat steps 6.1.31 and 6.1.32 till all the items are assigned. 6.1.34 Save
6.2
Cycle Counting Using ABC Compile

6.2.1 6.2.2 6.2.3 6.2.4 6.2.5 6.2.6 6.2.7 6.2.8 6.2.9 6.2.10 6.2.11 6.2.12 6.2.13 6.2.14 N Counting Cycle Counting Cycle Counts Enter a name for the Cycle Count Optionally enter a description for the Cycle Count Choose a Workday Calendar Choose an Adjustment Account Check the check box Auto Schedule Choose an auto schedule frequency (day) Check the check box Count Zero Quantity Enter a value in the field named Starting Seq Check the check box Unscheduled Entries Check the check box Display system Qty Choose the option All for Count Subinventories Change region to Adjustments, ABC Choose If out of tolerance as value for the field named Required in the Approval block 6.2.15 Enter the tolerances 6.2.16 Choose the ABC Assignment Group as value for the field named Group in the ABC Initialization block. Refer step 6.1.20 6.2.17 Choose the option None in the field named Option in the above block.
Entering Count Frequencies

6.2.18 Click on the push button Classes 6.2.19 Choose the first Class name 6.2.20 Enter the number of times you wish to count the A class items in the field named Counts Per Year 6.2.21 Move cursor to the next line 6.2.22 Choose the second Class name 6.2.23 Enter the number of times you wish to count the B class items in the field named Counts Per Year 6.2.24 Repeat steps 6.2.21 to 6.2.23 till count frequencies are entered for all the items.
Generating and Listing the Count Schedules

6.2.25 6.2.26 6.2.27 6.2.28 N Counting Cycle Counting Cycle Counts F11, Enter your Cycle Count Name, Ctrl + F11 Click on the push button Open Special Perform Full Cycle Count This request is comprised of three reports as follows Page 73
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Generate automatic schedule requests Generate cycle count requests Cycle count listing 6.2.29 Click in the field Parameters of the first report and enter the following parameters. All Cycle Counts : No Cycle Count Name : Choose your cycle count name Include Control Items : No 6.2.30 Click on OK 6.2.31 Click in the field Parameters of the second report and enter the following parameters. All Cycle Counts : No Cycle Count Name : Choose your cycle count name Include Control Items : No 6.2.32 Click on OK 6.2.33 Click in the field Parameters of the third report and enter the following parameters. All Cycle Counts : No Cycle Count Name : Choose your cycle count name Include Control Items : No 6.2.34 6.2.35 6.2.36 6.2.37 6.2.38 Click on OK Click on the push button Submit Help View My Request Click on the push button Find Click on the push button Refresh till then the server process your request. 6.2.39 Click on the report name Cycle Count Listing 6.2.40 Click on the push button View Output You must see the items scheduled for cycle counting
Entering Count Quantities

6.2.41 N Counting Cycle Counting Cycle Count Entries 6.2.42 Enter the Cycle Count name 6.2.43 Click on the push button Find
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6.2.44 Enter the counted quantities for all the listed items in the field named Quantity 6.2.45 Save
Approving the Cycle Count Entries

6.2.46 6.2.47 6.2.48 6.2.49 N Counting Cycle Counting Approve Counts Enter the Cycle Count name Click on the push button Find Choose the required radio button (None, Approved, Rejected or Recount) for each line as appropriate. 6.2.50 Save
6.3
Physical Inventory
A complete Physical Inventory involves the following actions

Define Physical Inventory Take a Snapshot of System On-hand Quantities Generate Physical Inventory Tags Print the Generated Tags Attach the Tags to its respective item Count the actual quantities and enter them in the respective tag. Collect all the Tags Enter the quantities recorded in the Tag in the System Approve the Physical Inventory Launch Adjustments
Define Physical Inventory

6.3.1 6.3.2 6.3.3 6.3.4 6.3.5 6.3.6 6.3.7 6.3.8 N Counting Physical Inventory Physical Inventories Enter a name for your Physical Inventory Optionally enter a description Choose If out of tolerance as value for the field named Required in the Approvals block. Enter the tolerances Choose All as value for the field Count Subinventories Check the check box named Allow Dynamic Tags Save
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Take a Snapshot of System On-hand Quantities
6.3.8 Click on the push button Snapshot
Generate Physical Inventory Tags

6.3.9 6.3.10 6.3.11 6.3.12 6.3.13 6.3.14 N Counting Physical Inventory Tag Generation Choose the physical inventory name in the Name field Choose the Type as Default Check or uncheck the check box Show Serial on Tags Enter a Starting Tag Enter the Digit Increment If the Starting Tag is entered as A001, then the Digit Increment must be entered as 0111 6.3.15 Enter an Ending Tag The Number of Tags will default 6.3.16 Click on the push button Generate
Print the Generated Tags

6.3.17 6.3.18 6.3.19 6.3.20 6.3.21 6.3.22 6.3.23 Help View My Request Click on the push button Submit a New Request Choose the report Physical Inventory Tag Report Click on the push button Submit Click on No Click on the push button Find Click on the push button Refresh till then the request is processed by the Server 6.3.24 Click on the push button View Output 6.3.25 Action Print
Attach the Tags to its respective item

This has to be done manually
Count the actual quantities and enter them in the respective tag.
This has to be done manually
Collect all the Tags

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Enter the quantities recorded in the Tag in the System
6.3.26 6.3.27 6.3.28 6.3.29 6.3.30 6.3.31 N Counting Physical Inventory Tag Counts Enter the Physical Inventory name Click on the push button Find All the items will be listed now in the lines Enter the counted quantities in the field named Qty for each item. Check the check box named Void for all those items, which are not deliberately counted. If voiding is not done for any missing entry, the system will assume a qty of zero when posting adjustments 6.3.32 Save
Approve the Physical Inventory

6.3.32 6.3.33 6.3.34 6.3.35 6.3.36 N Counting Physical Inventory Approve Adjustments Enter the Physical Inventory name Click on the push button Find Choose the action None, Approve or Reject for each line. Save
Launch Adjustments
6.3.37 6.3.38 6.3.39 6.3.40 6.3.41 6.3.42 N Counting Physical Inventory Physical Inventories F11, Enter the Physical Inventory name, Ctrl + F11 Special Launch Adjustments Enter an Adjustment Account Enter an Adjustment Date Click on the push button Launch Adjustments
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Beginners Guide 7.0 Inventory Costing

Costing is broadly classified into Standard Costing and Average Costing. Under Standard Costing, you will have to manually define the item cost. The system will not generate the cost by averaging the PO prices. In Average Costing, you need not define the Item Cost. The system will automatically generate the Cost by averaging the PO prices. If BOM and WIP are installed, you cannot adopt Average Costing. The only option you can select is Standard Costing. (The Costing Method for an organization is selected in the organization definition.) Because of this reason, we will discuss only the things that you are supposed to do under Standard Costing. Using Oracle Inventory is installed you can do the Inventory Costing. In Inventory Costing, you can define and update the item costs. If Inventory and BOM are installed, you can find out the Expected Cost of manufacturing of an item. If Inventory, BOM and WIP are installed, you can find out the Actual Cost of manufacturing of an item.
7.1
Cost Elements
The following are the Cost Elements

Material (Material Cost) Material Overhead (Procurement cost of materials) Resource (Resource Cost) Overhead (Any overhead cost other than the Material overhead) Outside processing (the cost incurred due to outside processing)
These elements are standard you cannot add or remove the above stated Cost Elements. But, for each Cost Element, you can define as many Subelements as you like. When you define a Sub-element, you have to specify, for which Cost Element you are defining the Sub-element.
7.2
Cost Sub-elements
Sub-elements are containers to hold a piece of cost of cost of a particular Cost Element. For example, you can have two Sub-elements named Order Cost and Unloading Cost for the Element Material of a particular item.
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Material Sub-element
7.2.1 7.2.2 7.2.3 7.2.4 7.2.5 N Setup Costs Sub-elements Material (for defining Material Sub-elements) Enter a Sub-element name in the field named Material Optionally enter a description for the Sub-element Choose the Default Basis as Item Save
Overhead Sub-element
7.2.6 N Setup Costs Sub-elements Overhead (for defining Overhead Sub-elements) 7.2.7 Enter an Overhead Sub-element name in the field named Overhead 7.2.8 Choose the Cost Element as Overhead 7.2.9 Optionally enter a description 7.2.10 Choose an Absorption Account 7.2.11 Save
7.3
Cost Types
Cost Types are logical containers for holding the cost of an item. A Cost Type is made up of certain or all Cost Elements and their corresponding Sub-elements. It should be note that the values of cost are held by Subelements and not by Cost Elements. Even if there is only one piece of cost for a particular Cost Element, say, Material, you have to define a Material Sub-element for holding that piece of cost. Oracle Inventory provides two predefined Cost Types. (1) Frozen and (2) Current. Frozen is used as the Default Cost Type under Standard Costing and Current is used as the Default Cost Type under Average Costing. Under standard costing, we have seen that the item cost is defined manually by a user. This will necessitate to updating the cost of an item periodically. The updation cannot be done directly by changing the values once after transacting the item. What you have to do for updating the cost of an item is to create a separate set of costs under a different Cost Type and then update the original cost from the new Cost Type created. Now the item is having two Cost Types associate with it. One is the running cost held by the Default Cost Type (Frozen) and the other is the cost held by another Cost Type created for updating the Default Cost. In this way you can create any number of costs for an item using different Cost Types. Afterwards, if you want, you can compare the costs of different Cost Types.
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Suppose you have created Cost Types named Cost 2000, Cost 2001 for holding the item costs of the year 2000 and 2001. You used this Cost Types to update the Default Cost Type (Frozen) in the years 2000 and 2001. Now, you got three Cost Types with values in it. You can now make comparison among the costs of 2000 and 2001. 7.3.1 7.3.2 7.3.3 7.3.4 7.3.5 7.3.6 N Setup Costs Cost Types Click on the push button New Enter a name for the Cost Type Optionally enter a description Choose the Default Cost Type as Frozen Check the check box named Multi-Org if you want this Cost Type name to be available in organizations other than your current organization. If this check box is checked, only the Cost Type name will be available to other organizations and not the cost defined in it. 7.3.7 Check the check box named Allow Update 7.3.8 Check the check box named Available To Engineering 7.3.9 Check the check box named Component Yield 7.3.10 Check the check box named Element 7.3.11 Check the check box named Operation 7.3.12 Save
7.4
Define Item Cost

You will be able to define the cost of an item directly only before performing transactions on the item. If any transaction is performed, the system will assign a cost of zero for the item and you will not be permitted to change it directly. In such cases, you have to define the costs in a new Cost Type and then update the existing cost from the new Cost Type. 7.4.1 7.4.2 7.4.3 N Costs Item Costs F11, Enter the item name, Ctrl + F11 Keep the cursor in the Cost Type Frozen and click on the push button Open 7.4.4 Enter the Lot Size 7.4.5 Click on the push button Costs 7.4.6 Choose the Cost Element (Material) 7.4.7 Choose a Sub-element defined for the Cost Element Material 7.4.8 Choose the Basis Item 7.4.9 Enter the Rate or Amount. 7.4.10 Move cursor to the next line 7.4.11 Choose the Cost Element (Material Overhead) 7.4.12 Choose a Sub-element
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7.4.13 Choose a Basis Lot 7.4.14 Enter a Rate or Amount The entered value will be divided by the Lot Size entered in step 7.4.4 to derive the Unit Cost due to this sub-element. 7.4.15 Move cursor to the next line 7.4.16 Repeat steps 7.4.11 to 7.4.14 7.4.17 Save
7.5
Updating Item Cost

7.5.1 7.5.2 N Costs Standard Cost Update View Cost Update Choose/enter the following parameters Cost Type : Choose the Cost Type from which you want to update the existing cost Adjustment Account : Choose Description : Enter Item Range : Specific Item Update Option : Item costs Specific Item : Choose Save Details : Yes 7.5.3 7.5.4 7.5.5 7.5.6 7.5.7 Click on OK Click on the push button Submit Help View My Request Click on the push button Find Click on the push button Refresh till then the Server processes your request.
Testing
7.5.8 N Costs Item Costs 7.5.9 F11, Enter the item name, Ctrl + F11 7.5.10 Keep the cursor in the Cost Type Frozen and click on the push button Open 7.5.11 Click on the push button Views You must see that the item cost is changed.
7.6
Viewing Different Costs of an Item at Different Times

7.6.1 7.6.2 7.6.3 N Costs Standard Costs Update View Cost History Enter the item whose cost you want to see Click on the push button Find
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You can now see the various costs under different Cost Types
8.0
Purchase Order Receipts

Refer the Purchasing Notes.
9.0
Checking ATP
You can check ATP for an item from inventory with different ATP Rules. By using different ATP Rules you can find out the supply level by including/excluding Supply and Demand Sources of your choice. 9.1 9.2 9.3 9.4 9.5 9.6 9.7 9.8 9.9 9.10 9.11 N On-hand Availability Available To Promise Choose an ATP Rule in the field named Default ATP Rule Choose the organization in the field named Calendar Organization Choose a date in the field Default Required Date Click on the push button Items Choose the Organization Chose the item Enter the Required Quantity Enter the Required Date Click on the push button View Results Click on the push button Period ATP for viewing ATP by periods (The periods are automatically created by the system. One period is the duration of time between one supply date and one day before the next supply date.)
10.0 Attaching Documents

Creating and adding an attachment to a record is a common feature supported by many modules of Oracle Applications like Inventory, Purchasing, Order Entry, BOM, WIP etc. The method of creation and attaching a document is more or less the same in all the modules.
Creating a Document
10.1 10.2 10.3 N Setup Attachments Enter a Description for your document (mandatory field) Choose a Data Type Short Text for text below 2000 characters Long Text for text above 2000 characters Image for pictures
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10.4 10.5 10.6 Check the check box named Share Enter the document content in the blank area below Save
Attaching the Document to a Record

10.7
10.8 10.9 10.10 10.11 10.12 10.13
N Items Organization Items Enter the item name Click on the push button Find Edit Attachments Click on the push button Document Catalog Enter the Description of your document Click on the push button Find
The Document details appears in the lower block 10.14 Click on the push button Attach 1 The Document is attached to the item. You can attach the same document to different items at the same time.
Deleting an Attachment
10.15 10.16 10.17 10.18 N Items Organization Items Enter the item name Click on the push button Find Edit Attachments If any document is attached to this item, it appears now. 10.19 Edit Delete Note: When you delete an attachment, the original document is not getting deleted. Instead the association of the document with the record is removed.
11.0 Transferring Transactions to GL

A summarized Inventory/WIP activity for a given period can be transferred into the GL interface tables. Then, using Journal Import in General Ledger the information can be posted to GL. The General Ledger transfers can be done at any time in an open period not just at period close. When more than one period is open, the transfer selects the transactions from the first open period up to the entered transfer date and passes the correct accounting date and financial information to the GL Interface, including both Inventory and WIP entries. When detail entries are transferred, the
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transaction date is the accounting date with a line for line transfer. When summary entries are passed with two periods open, and a transfer date is entered in the second period, the transfer process assigns an end date to period one for all the summarized transactions in period one, and assigns the entered transfer date for the summarized transactions in period two. Using Journal Import and Post Journal Process in GL, this information can be posted to GL. 11.1 N Accounting Close Cycle Transfer Transactions to GL
12.0 Closing Inventory Accounting Periods

When you close a period, all Inventory and WIP transactions will be automatically transferred to GL. 12.1 12.2 12.3 12.4 N Accounting Close Cycle Inventory Accounting Periods Keep the cursor in the period that is to be closed. Click on the push button Change Status Choose the option Close
Note: You cannot close a period if any prior period(s) is open. That is, if the period Jan 2001 is open, you cannot close the period Feb 2001. First you have to close Jan 2001 and then Feb 2001
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Oracle Inventory

Beginners Guide Foreword

8.0 9.0 10.0 11.0 12.0

Beginners Guide 1.0 Sequencing the implementation of Inventory

Define Value sets

Define Flex Structure

Compile the Flex Structure

Enter Possible Values for Each Segment

Define Category Codes (Category Names)

1.1.2.6 Define Category Sets

1.1.2.7 Assign Items to Category Codes

1.1.2.8 List the Items Belonging to a Particular Category

(e) (f) (g) (h)

Assign Default Category Sets

Define Workday Calendar

Creating Holidays Using Calendar Exception Templates

Creating a Calendar Exception Template

Building the Calendar

Define ATP Rules

Define Picking Rules

Entering Accounting Information of the Organization

Entering Inventory Parameters of the Organization

Entering Receiving Options for the Organization

1.8 Define Shipping Networks

Define UOM Classes

Enter a Code for the defined UOM Save

Define Unit Of Measures

Master Level Item Attribute Control

Organization Level Item Attribute Control

Attributes That Can Be Controlled Only At The Organization Level

1.11 Define Item Status Templates

1.13 Define User Item Type Templates

1.14 Define Asset Items and Assign to Organizations

1.15 Define Expense Items and Assign to Organizations

Standard Conversions Item Specific Conversions

Intra Class Conversions

1.17 Define Item Revisions

1.18 Define Item Relationships

1.19 Create Item Catalog

Define Catalog Group and assign Descriptive Elements

Assign Items to the Catalog Group

Searching for Item in the Catalog by Specifying a Descriptive Element Value

1.20 Define Asset Subinventories and Assign Items

1.21 Define Expense Subinventories and Assign Items

1.22 Define Vehicle

1.23 Define Container Types

1.24 Define Containers

1.25 Define Freight Carriers

1.26 Define Transaction Source Types

1.27 Define Transaction Reasons

1.28 Define Account Aliases

1.30 Define Transit Times for Shipping Methods

1.31 Define Organization Access

1.32 Launching Transaction Managers

Open Inventory Accounting Periods

Checking the On-hand Quantities

Checking the On-hand Quantities

Transferring Items Between Subinventories

Transferring Items Between Organizations Without ISO

Entering Inter-org Transfer Charge

Entering Freight Charges

Check On-hand Quantities