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Enhancements in Oracle INV Release 12 New and Enhanced Features in Oracle Inventory Date : 03-May-2009 Gaurav Dhiman

1_INV R12 Enhancements

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Page 1: 1_INV R12 Enhancements

Enhancements in Oracle INV Release 12

New and Enhanced Features in Oracle Inventory

Client logo

Date : 03-May-2009

Gaurav Dhiman

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AgendaAgenda

Introduction

Inventory Process Convergence Features

Picking Rule Enhancements

Enhanced Lot Transactions

Inter-company Invoicing of CTO on Internal Orders

Genealogy Enhancements

Enhanced Reservations

Enhanced Manual Material Allocations

Material Workbench Enhancements

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New and Changed Features for Inventory Process ConvergenceNew and Changed Features for Inventory Process Convergence

Oracle Process Inventory Obsolescence

Oracle Inventory Support for Oracle Process Manufacturing (OPM) Organizations

New functionality within Oracle Inventory– Dual Unit of Measure Control

– Material Status Control

– Advanced Lot Control

– Support for Indivisible Lots

– Material Aging Workflow

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Oracle Process Inventory ObsolescenceDescription: Before ChangesOracle Process Inventory ObsolescenceDescription: Before Changes

Order ManagementOrder Management ProcurementProcurement

OPM InventoryOPM Inventory

ASCPASCP

OPM Quality

OPM Quality

OPM Costing

OPM Costing

OPM Production

OPM Production

Discrete InventoryDiscrete Inventory

QualityQualityCostingCostingWIPWIP

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Oracle Process Inventory ObsolescenceDescription: After ChangesOracle Process Inventory ObsolescenceDescription: After Changes

Order ManagementOrder Management ProcurementProcurement ASCPASCP

OPM Quality

OPM Quality

OPM Costing

OPM Costing

OPM Production

OPM Production

Oracle InventoryOracle Inventory

QualityQualityCostingCostingWIPWIP

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Oracle Process Inventory Obsolescence BenefitsOracle Process Inventory Obsolescence Benefits

Maintain One Item MasterAdd Process Attributes to Item Definition

Dual Quantity Tracking for any item

Integrated Supply ChainSeamless integration to other products like

WMS & MSCA available to Process users

Central View of InventoryOn-hand balances in one applicationInventory transacted by one system

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Oracle Process Inventory ObsolescenceBenefits – New FunctionalityOracle Process Inventory ObsolescenceBenefits – New Functionality

• Dual Unit of Measure Control• Material Status Control• Advanced Lot Control• Support for Indivisible Lots• Material Aging Workflow

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Dual Unit of Measure Control - AgendaDual Unit of Measure Control - Agenda

Introduction– Description

Setup and Process– How to Set Up this Feature

– How to Use this Feature

Dependencies and Interactions

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Dual Unit of Measure ControlDescriptionDual Unit of Measure ControlDescription

Track on hand balances in two separate units of measure where there is no constant conversion– Eg – number of chickens and weight

– Eg – rods of rebar and actual length or weight

Transact, reserve, view on hand and availability by multiple units of measure

Planning and Costing will still be done based on the primary quantity

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Dual Unit of Measure ControlSetupDual Unit of Measure ControlSetup

Define Tracking for Single or Dual

UOMs

Specify defaulting logic for secondary

UOM

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Dual Unit of Measure ControlProcess – Enter TransactionsDual Unit of Measure ControlProcess – Enter Transactions

Enter Secondary Quantity at Receipt and all

subsequent transactions

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Dual Unit of Measure ControlProcess – On-hand materialDual Unit of Measure ControlProcess – On-hand material

View onhand and availability in both

UOMs

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Dual Unit of Measure Control Dependencies and InteractionsDual Unit of Measure Control Dependencies and Interactions

Note that not all modules will support secondary quantity entry– Oracle Shipping Execution, Receiving, Order Management,

Inventory, WMS, MSCA and the Process Manufacturing Modules will honor dual UOM

– For all other products, refer to the product documentation to determine if the user interfaces will allow secondary quantity entry

If another module in the e-Business Suite or a third party application posts a transaction to Inventory via the transaction open interface that does not indicate the secondary quantity, the default conversion will be used

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Material Status ControlAgendaMaterial Status ControlAgenda

Introduction– Description

– Benefits

Setup and Process– How to Set Up this

Feature

– How to Use this Feature

Dependencies and Interactions

Products

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Material Status ControlDescriptionMaterial Status ControlDescription

DesignDesign BetaBeta ProductionProduction Maintain / Service

Maintain / Service ObsoleteObsolete

Item Status(item master)

Un-inspectedUn-inspected ImmatureImmature ActiveActive ExpiredExpired

Material Lifecycle(each individual inventory instance of an item)

DefectiveDefective

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Material Status ControlDescriptionMaterial Status ControlDescription

Material Status– List of Allowed and Disallowed Transactions

– Determination of whether or not the product is nettable, ATP-able & Reservable

Applied to Lot, Serial, Subinventory & Locator– Assigned at receipt of new lot or serial

– Assigned in subinventory & Locator forms

– Disallowed transactions & planning actions are cumulative

– Note location status applies to material in location and not the location itself

– Planning attributes are not available for serial status

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Material Status ControlDescriptionMaterial Status ControlDescription

Status is assigned when the lot or serial is first received or created– This status remains with the lot or serial through all inventory

transactions (including organization transfers)

Update status in material workbench or mobile status update forms

Status change history report

View on hand balances by material status

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Material Status ControlSetup – Enable TransactionsMaterial Status ControlSetup – Enable Transactions

Specify which transaction types can be restricted by status

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Material Status ControlSetup – Define Status CodesMaterial Status ControlSetup – Define Status Codes

Specify planning attributes for

material status

Specify allowed and disallowed transactions for this material status

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Material Status ControlSetup – Enable ItemsMaterial Status ControlSetup – Enable Items

Enable status control selectively for Items

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Material Status ControlProcess – Perform TransactionsMaterial Status ControlProcess – Perform Transactions

Assign material status to appropriate entity– Material status can be assigned to Subinventory, Locator, Lot, or

Serial

– Status can be assigned to Lot or Serial as part of receipt transaction

Status restrictions enforced during transactions– Transactions prohibited by status at any level will not be allowed

– Material will not be allocated for transaction not allowed to complete

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Material Status ControlDependencies and InteractionsMaterial Status ControlDependencies and Interactions

Note that not all modules will honor material status restrictions– Oracle Shipping Execution, Receiving, Advanced Planning &

Scheduling, Inventory and the Process Manufacturing Modules will honor material status

– For all other products, refer to the product documentation to determine if the user interfaces will restrict users from posting transactions based on the material status

If another module in the e-Business Suite or a third party application posts a transaction to Inventory via the transaction open interface that violates a material status restriction, that transaction will be allowed

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Advanced Lot ControlAgendaAdvanced Lot ControlAgenda

Introduction– Description

Setup and Process– How to Set Up this Feature

– How to Use this Feature

Dependencies and Interactions

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Advanced Lot ControlDescription – Feature OverviewAdvanced Lot ControlDescription – Feature Overview

Additional Lot Attributes– Grade, Origination, Retest Date, Expiration Action Code, Expiration

Action Date, Maturity Date, Hold Release Date

Sublot Tracking

Lot Level UOM Conversions

Support for Indivisible Lots

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Advanced Lot ControlAdditional Lot Attributes – DescriptionAdvanced Lot ControlAdditional Lot Attributes – Description

Several additional lot attributed have been added to the lot table:– Grade, Origination, Retest Date, Expiration Action Code, Expiration

Action Date, Maturity Date, Hold Release Date

– Grade attribute allows for allocating a particular grade of material for specific customer or order

– Expiration Action Code allows for particular action to be taken on material when lot has expired

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Advanced Lot ControlSublot Tracking – DescriptionAdvanced Lot ControlSublot Tracking – Description

Sublot is a lot with a parent

Users can automatically generate sublot numbers and parent lot numbers at receipt

Search for lots by parent or by sublot (lot)

Automatically name lots as a concatenation of parent lot and sublot name

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Advanced Lot ControlSublot Tracking – SetupAdvanced Lot ControlSublot Tracking – Setup

Enable Sublot Control on Item Master

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Advanced Lot ControlSublot Tracking – ProcessAdvanced Lot ControlSublot Tracking – Process

Parent Lot number entered during transaction for sublot

controlled Items

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Advanced Lot ControlLot Level UOM Conversions – DescriptionAdvanced Lot ControlLot Level UOM Conversions – Description

Lot level conversions automatically stored as part of initial receipt transaction for Item.

Update conversion for the lot and automatically adjust on hand balances accordingly

View lot level conversions in lot maintenance forms

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Advanced Lot ControlLot Level UOM Conversions – ProcessAdvanced Lot ControlLot Level UOM Conversions – Process

Conversions can be created or modified for particular lots

Conversion can also be added as part of receipt transaction.

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Advanced Lot ControlSupport for Indivisible Lots – DescriptionAdvanced Lot ControlSupport for Indivisible Lots – Description

Some items cannot be physically “broken” apart by users without special equipment– Eg. – metal pipe, textiles etc.

New item level attribute to determine indivisibility

Oracle Inventory will not suggest pick for part of the lot’s quantity

System will over or under allocate accordingly so that only full lots are chosen

Indivisible lots may be manually split, but other transactions for partial quantities are prevented– Exception for receipt into same locator and miscellaneous issue

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Advanced Lot ControlSupport for Indivisible Lots – SetupAdvanced Lot ControlSupport for Indivisible Lots – Setup

‘Lot Divisible’ flag indicates whether lots of this Item can be divided

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Advanced Lot ControlMaterial Aging Workflow – DescriptionAdvanced Lot ControlMaterial Aging Workflow – Description

Concurrent Request can be scheduled to take action on any date attribute of a lot or serial

Workflow is initiated when any selected date attribute of a lot or serial is within X days of the current date

Default workflow sends notification, but can be customized to support any functionality

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Picking Rule EnhancementsPicking Rule Enhancements

Introduction

Description

Benefits

Setup and Process

How to set up the feature

How to use the feature

Dependencies and Interactions

Summary

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Picking Rule Enhancements Description

Availability of OPM allocation logic in WMS Rules engine – Auto-allocation based on OPM allocation criteria– Set up as Rules in WMS – Additional Rules Engine Objects and Parameters

OPM Allocation Logic available in Inventory Org– New form to allow users to enter rules with OPM Features– Modeled in WMS Rules engine but only visible to Inv orgs

Support for Dual UOM and Grade– Dual UOM - Support at Allocation and Pick Confirm

• Grade - Users can specify a preferred grade on SO line, in process or discrete. Value on Move Order Drive allocation

Support for lot Indivisible items– Ensure reservations and allocations occur in their entirety

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Picking Rule Enhancements Description

Additional Rules Engine Objects and Parameters to WMS

WMS Rules Parameters

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Picking Rule Enhancements Description

New Picking Rules Form for Inventory Orgs

• Rules shared across organizations

Allocation rules with OPM characteristics in Inv Org

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Assign allocation rules /strategies in Inventory organizations

Picking Rule Enhancements Description

In an Inv Org, assign inventory allocation rules to various objects in a striped-down version of the

WMS Rules Workbench.

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Quality Spec matching for WMS Rules Engine for OPM – Additional objects / parameters must be seeded to enable this

matching

Rules Engine for non-locator controlled sub-inventories– Rules Engine now supports locator control specified at item definition

or disabled

Manually created reservations for lot indivisible items– Must be reserved to the lot level detail– System validates on-hand quantity of lot is equal to ATR – Prevent reservations from order pad for lot indivisible items

Transaction restrictions for reserved lot indivisible items– Any transaction that increases ATR, Receipt, Lot Split, Merge, or

Translate is prevented

Reservations from ATO completions for lot indivisible items – WIP will validate lot indivisibility restrictions are not violated

Picking Rule Enhancements Description

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Allocations for lot indivisible items – Attempt to allocate entire lot in sequence specified by rule

– Within upper tolerances of source

– Mfg or Move Order tolerance based on Org Parameters

Manual allocation of pick wave move orders in TMO form – Transact Move Order form currently doesn’t allow pick wave move

– Material that does not meet the rule restrictions can still be allocated and picked.

Run component pick release with auto-allocation disabled– Create unallocated manufacturing move orders by running component

pick release with auto-allocation disabled

– Flag in the component pick release form.

Picking Rule Enhancements Description

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Picking Rule Enhancements Description

New Org Parameters

If checked, user is able to keep the detail reserved

lot when pick occurs.

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Process Picking Rule requirements are met in a converged model with Discrete

Greater flexibility for Discrete users in Picking Rule definition

WMS Runs Engine as a central repository for all Rules

Better control over allocation of Lot Indivisible items

Picking Rule Enhancements Benefits

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Setup and Process

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Picking Rule Enhancements Setup

Inventory Org

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Picking Rule Enhancements Setup

Inventory Org only

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Picking Rule Enhancements Set Up

WMS Org only

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Picking Rule Enhancements Setup

WMS Org only

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Enhanced Lot Transactions

Introduction

Description

Benefits

Setup and Process

How to set up the feature

How to use the feature

Dependencies and Interactions

Summary

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Lot Split, Merge, Translate support for both Lot and Serial control items

New APIs to update Serial numbers Restrict Serial number LOV for WIP Assembly completion Prevent loss of information when performing Lot transactions View Lot/Serial information in Material Transactions form Open Transactions Interface support for Lot and Serial control Enhanced genealogy support for lot transactions.

Enhanced Lot TransactionsDescription

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Enhanced Lot Transactions

Control / Transaction

Lot onlyLot and Serial

Serial only

SplitYes Yes No

MergeYes Yes No

TranslateYes Yes No

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Lot Transactions supported if: Items are under a similar level of control

– Lot & Serial merged to Lot & Serial = Allowed– Lot merged to Lot & Serial = Not Allowed

Lot & Serial uniqueness controls are honored

Material Statuses are not violated

Enhanced Lot TransactionsDescription

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Improve OSFM and OPM support for items that are both lot and serial number

controlled

Visibility to Lot and Serial Number information

Reduce User frustration by restricting the SN LOV at component issue to show only

those from the current WIP job

Increase Flexibility by allowing import of Lot Split, Merge, Translate transactions

of lot and serial control items through the Open Transactions Interface

Enhanced Lot Transactions

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Setup and Process

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Enhanced Lot Transactions Process

Lot = Lot 1, Item = Item A Qty =10

Serial #’s = S1,S2,S3,S4,S5,S6,S7,S8,S9,S10

Split a partial qty of 6 into two new lots

Result

Lot = Lot 1, Item = Item A, Qty = 4, Serial #’s S7,S8,S9,S10

Lot = Lot 2, Item = Item A, Qty = 3 , Serial #’s S1,S2, S3

Lot = Lot 3, Item = Item A, Qty = 3, Serial #’s S4, S5, S6

Lot Split

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Enhanced Lot Transactions Process

Merge partial qty from Lot L1 (S7, S8) and lot L2 (S3) into Lot L3.

Result

Lot = Lot 1, Item = Item A, Qty = 4, Serial #’s S7,S8,S9,S10

Lot = Lot 2, Item = Item A, Qty = 3 , Serial #’s S1,S2, S3

Lot = Lot 3, Item = Item A, Qty = 3, Serial #’s S4, S5, S6

Lot Merge

Lot = Lot 1, Item = Item A, Qty = 2, Serial #’s S9,S10

Lot = Lot 2, Item = Item A, Qty = 2 , Serial #’s S1,S2,

Lot = Lot 3, Item = Item A, Qty = 6, Serial #’s S3,S4,S5,S6,S7,S8

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Inter-company Invoicing of CTO on Internal Orders

Introduction

Description

Benefits

Setup and Process

How to set up the feature

How to use the feature

Dependencies and Interactions

Summary

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Inter-company Invoicing of CTO on Internal Orders Description

Enhancement:

• This feature allows the system to automatically calculate the pricing of CTO items on Internal Sales Orders for Inter-company Invoicing

• The system sums up the price of the Model item and the individual components and uses it as the transfer price on the inter-company invoice

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Inter-company Invoicing of CTO on Internal Orders Description

A1-111

Comp 1 Comp 2 Comp 3 Comp 4

Price - $ 10

Price - $ 1 Price - $ 2 Price - $ 3

–‘*A1-111’ includes Comp2 and Comp 4 as optional components

– Transfer Price for ‘*A1-111’ is $ 14

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Improve

Flexibility, by providing the option to invoice CTO Items based on the sum of its components.

Reduce

Set up and maintenance of Inter-company price list

Inter-company Invoicing of CTO on Internal Orders Benefits

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Setup and Process

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Inter-company Invoicing of CTO on Internal Orders – Set Up

Profile Value INV:Intercompany Currency Conversion

INV:Advanced Pricing for Intercompany Invoice

INV: Intercompany Invoice for Internal Orders

Yes

MO: Operating Unit

GL Set of Books

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Inter-company Invoicing of CTO on Internal Orders – Set Up

Components and Model must be added to the Inter-company price

list

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Inter-company Invoicing of CTO on Internal Orders – Process

8. Ship Confirm the Delivery

9. Create Inter-company AR Invoice

10. Run Auto Invoice

11. View AR Invoice

12.Create Inter-company AP Invoice

13. Run Payables Interface Import

14. View AP Invoice

1. Enter ATO Model, ATO Item & Components to Inter-company Price List

2. Create Requisition and Approve

3. Create Internal Order

4. Import Order

5. Progress the line

6. Release and Complete the WIP Job

7. Pick Release the Delivery Line

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Inter-company Invoicing of CTO on Internal Orders Dependencies and Interactions

Oracle Configure to Order– The dependency on Oracle CTO is a call to

INV_TRANSACTION_FLOW_PUB .qet_transfer_price which internally makes a call to CTO_TRANSFER_PRICE_PK.CTO_TRANSFER_PRICE to get the rolled up price for the item

User Interaction Changes– If users specify a transfer price for the ATO configured item on the Internal

Sales Order on the Inter-company Price List, the system will use that price as the transfer price on the Inter-company Invoice. If the ATO configured item is not on the Inter-company price list, the system will call the CTO API and create one invoice line whose transfer price consists of a sum of the components in the ATO Model

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Genealogy EnhancementsAgenda

Introduction– Description

– Benefits

Setup and Process– How to set up the feature

– How to use the feature

Dependencies and Interactions

Summary

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Genealogy EnhancementsDescription

Unified view of Lot and Serial Genealogy– Provides both lot and serial genealogy in a single view

– Displays genealogy through the job for lot and serial components

– Displays direct genealogy for the exact lot and serial component details

– ‘Source’ tab displays the child genealogy in both job and direct fashions

– ‘Where Used’ tab displays the parent genealogy in both job and direct fashions

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Genealogy EnhancementsDescription

Direct Genealogy

Genealogy through Job

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Genealogy EnhancementsDescription

Direct Genealogy

Genealogy through Job

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Genealogy EnhancementsDescription

Lot/Serial Exclusivity– Ability to establish direct genealogy linkage

– Allows users to enter the assembly lot and serial information while performing WIP material transactions

– Enabled for transactions performed using desktop forms only and not through mobile

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Genealogy EnhancementsDescription

Lot/serial validation on component returns– Enable/Disable using profile options

– Validates component lots/serials returned with those issued to the job

– LOVs are restricted to lots and serials issued to the job

– Deletes any genealogy linkage of lot/serial components once all the quantity is returned

Supplier Lot number tracking– Allows looking up supplier lot number using the ‘Material

Transactions’ tab of the genealogy view

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Genealogy EnhancementsBenefits

Improve the product/component traceability – By providing genealogy view in both direct and through the job

fashions, displaying the supplier lot numbers, etc.

Reduce the user navigation and input effort– By providing the lot-serial genealogy in a unified view, allowing to

access the serials maintenance from query lots, and the lots maintenance from the query serials forms

Increase the level of service/maintenance– By the ability to recall or service the defective parts quickly and

accurately with the enhanced traceability

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Setup and Process

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Genealogy EnhancementsSetup – Set Key Profile Options

INV: Validate returned lot– Dictates the system whether or not to validate component lot being

returned

Profile Value Description

Yes

Validate the lot being returned against the lots issued to the job. If not valid, display an error appropriately. Also remove any genealogy linkage once all the quantity of a component lot is returned.

NoDo not validate the lot being returned against the lots issued to the job.

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Genealogy EnhancementsSetup – Set Key Profile Options

INV: Validate returned serial– Dictates the system whether or not to validate component serial being

returned

Profile Value Description

Yes

Validate the serial being returned against the serials issued to the job. If not valid, display an error appropriately. Also remove any genealogy linkage to the job and parent assembly as required.

NoDo not validate the serial being returned against the serials issued to the job.

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Genealogy EnhancementsProcess – Accessibility

Navigate to Query Serial Numbers form

Select a serial number

If the item is lot controlled, optionally click the ‘Lot’ button to go to lots maintenance form

Click ‘View Genealogy’

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Genealogy EnhancementsProcess – Accessibility

Navigate to Query Lot Numbers form

Select an item lot number

If the item is serial controlled, optionally click the ‘Serial’ button to go to serials maintenance form

Click ‘View Genealogy’

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Genealogy EnhancementsProcess – Accessibility

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Genealogy EnhancementsProcess – Linking Assembly Lot/Serial to Component Lot/Serial

Navigate to lot or serial entry form while performing WIP material transactions

Optionally enter the assembly lot number if its lot controlled

Optionally enter the assembly serial number if its serial controlled

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Genealogy EnhancementsDescription

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Genealogy EnhancementsDescription

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Genealogy EnhancementsProcess – Component Returns

Navigate to lot or serial entry form while performing WIP material transactions for component returns

Optionally select the lot number from LOV if its lot controlled

Optionally select the serial number from the LOV if its serial controlled

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Genealogy EnhancementsDescription

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Genealogy EnhancementsDescription

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Genealogy EnhancementsProcess – Viewing Supplier Lot Number

Navigate to the genealogy form

Select the ‘Material Transactions’ tab

Look up the ‘Supplier Lot Number’ on the material transaction

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Genealogy EnhancementsDescription

Material Transactions Tab

Supplier Lot Number

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New and Changed Features forEnhanced Reservations

New Supply sources for reservation

New demand sources for reservation

Cross-docking Infrastructure

Serial reservations

Enhancements to support OPM Convergence

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Enhanced Reservations Agenda

Introduction– Description

– Benefits

Setup and Process– How to set up the feature

– How to use the feature

Dependencies and Interactions

Summary

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Enhanced Reservations Description

Reservations– A guarantee of material (from a specific supply) for a demand

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Enhanced Reservations Description – Supply Sources

New Supply sources

Purchase Orders , Internal requisition

Discrete jobs, OPM batches, OSFM jobs

For WMS Orgs only - ASN, In-transit Shipments, Receiving

Document Validation checks

Availability checks

Transfer of reservation to Receiving on receipt (WMS org)

Transfer of reservation to Inventory on delivery

Change management

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Enhanced Reservations Description – Demand Sources

New demand sources

Components for OPM batches

Document Validation checks

Availability checks

Change management

Relieve reservations on job completion

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Enhanced Reservations Description – Serial reservations

Only allowed against sales orders/internal orders from reservations UI

Also allowed against account/account aliases and CMRO work orders using API

Only allowed for Inventory as supply source

Serial can be used as a “find” criteria

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Enhanced Reservations Description – Serial reservations

Reservation can be serial triggered

A reservation can be partially at serial level

Serials button to query/reserve more than one serials

Enabled only if reservation quantity is more than 1

This can be used to reserve one serial

This indicates the number of serials

reserved

This can be used to reserve more than one

serial

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Enhanced Reservations Description – Serial reservations

New User Interface for entering/querying reserved serials

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Enhanced Reservations Description – Serial reservations

Impact on Pick Release

Allocate reserved serials

Use the organization parameter ‘Allocate serial numbers’ for remaining demand

Allow serial substitution during picking and shipping even for reserved serials.

A reserved serial is available for serial triggered sub-inventory transfer

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Enhanced Reservations Description – Crossdock

Reservation entity to maintain the planned cross-dock link

A new attribute “Include crossdock”

A parameter for the “find” criteria

One can use this to find reservations that are

planned for cross-dock.

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Enhanced Reservations Description – Crossdock

Creation/modification of cross-dock reservation not allowed from reservations UI

Deletion of cross-dock reservation not allowed from reservation UI for ‘receiving’ supply type

Cross-dock attribute

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Cross-dock planning and execution

CMRO and depot repair flows

CTO flows

OPM flows

Drop Ship flows

Enhanced Reservations Benefits

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Setup and Process

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Demand is created in the system

Fulfill demand using on-hand inventory

No

Yes

Automated process

Enhanced Reservations Setup and Process

SETUP PROCESS

Create reservation

Receive material

Reservation

against on-hand

supply?

Reservation

against

manufacturing

supply

Yes

No

Yes

Complete Manufacturing

job

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Introduction– Description

– Benefits

Setup and Process– How to set up the feature

– How to use the feature

Dependencies and Interactions

Summary

Enhanced Manual Material AllocationsAgenda

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All converged inventory users will now use the Transact Move Order form

New manual allocation form available to all Inventory users Users may manually select the material with which to detail the

move order line Select Available Inventory Form will be available from the

Transact Move Order form for all the move order types with an open status

Enhanced Manual Material AllocationsDescription

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Flexible Material Allocation – Users have the flexibility to select for themselves the material that

should be picked

– The Select Available Inventory form presents all allocation options allowing the user to choose specific allocations to commit

– Support the needs of Oracle Process Manufacturing users to manually allocate an order line

Enhanced Manual Material AllocationsBenefits

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Setup and Process

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Enhanced Manual Material AllocationsProcess

Manual Material

Allocation

Manual Material Allocation

Pick Release

Transact Move Order

Move Order

Inventory

Allocate

Order Management

Manufacturing

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Process : Enhanced Manual Material Allocations

Check Source Warehousing

Check Status Pending

Transaction Type

View / Update Allocations

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Process : Enhanced Manual Material Allocations

Check Source Warehousing

Check Status Pending

Select Available Inventory

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Process: Enhanced Manual Material Allocations

Search by a specific rule nameEnter Selected Transaction

Quantity to Allocate

Form Buttons

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Introduction

Description

Setup and Process

How to use the feature

Dependencies and Interactions

Material Workbench EnhancementsAgenda

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Material Workbench EnhancementsDescription

In-transit Visibility

Users are now able to view in-transit material through the Material Workbench. Material due to be received from a supplier or internal organization can be displayed and queried against.

Summary and Detail View

The Material Workbench provides a new Summary view that allows users to see material in different material locations, including In-transit, Receiving, and Onhand. All locations can be viewed across organizations on one screen.

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Material Workbench EnhancementsDescription

Other enhancements:– View and Query dual Unit of Measure

– View and Query additional lot attributes

– View serial availability

– Use of flex grid for display of query results

– Ability to save and reuse queries

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Process

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Material Workbench EnhancementsProcess – Enter Query

Query against multiple Item cross-references

Multi-selectable material locations

Query by In-transit criteria

View inbound material with or without ASN

Save queries for future or public use

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Material Workbench EnhancementsProcess – View Results

Tree shows material in three

different locations

Summary view shows On-hand, Receiving, and

Inbound material across organizations

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Material Workbench EnhancementsProcess – Query Dual Unit of Measure

Results window shows secondary UOM and quantity

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Material Workbench EnhancementsProcess – Availability

More attributes on availability screen

Availability by serial

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Material Workbench EnhancementsProcess – Lot enhancements

Grade attribute enabled on Material Workbench– Query by Grade

– View by Grade

Additional Lot attributes in results pane

“Grade Update” Tools menu option

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Thank You