326145 Fast Track Item Creation Process in Oracle Inevntory Using Workflow

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Fast-Track Item-Creation Process inOracle Inventory using Workflow

Vikas Khurana, Infosys Technologies LimitedLalitha Valli Malkapuram, Infosys Technologies Limited



Learning Objectives

!Appreciate the requirement for Automating the Item-Creationprocess

! Understand how Conventional Item-Creation process works

! Learn how to leverage Oracle API's/Interfaces and Fast-track theConventional process through automation

! Appreciate the usage-context of Automated process



Speaker’s Qualifications

"Vikas Khurana

• Vikas is Technical Consultant in Enterprise Solutions (ES ) group of Infosys Technologies

• Vikas has 4+ years of experience in Oracle Apps arena and has worked extensively onDesign/Development of various applications

" Lalitha Valli Malkapuram

• Lalitha is Project Manager in Enterprise solutions (ES) group of Infosys Technologies

• Lalitha has 4+ years of experience in Oracle Apps domain and an overall experience of 8years in IT industry in various capacities



Presentation Agenda

" Item-Creation Automation – A Sample Requirement

" Item-Creation – The Conventional way

" Fast tracking Item-Creation – A Solution Framework

" Item-Creation – Conventional vs. Automated way

" Conclusion



Item Creation Automation – A Sample Requirement

" Context :# Shared Services environment with Centralized Administrative control

" Functional Requirement :

# User places a System-based request for Item-Creation to Shared-services admin

# Admin should receive a Automatic notification of the newly logged request

#Admin should be able to Approve/Reject the request

# Admin should be able to complete the Item-Creation process from a central location

• Item-Creation in Inventory

• Costing in Cost manager / Inventory

• Pricelist Assignment in Advanced Pricing / Order Management

• Sourcing Rule Assignment in Purchasing

• Cross References Creation

# Upon completion, User should receive a Automatic notification for Item-Creation



Presentation Agenda





" Conclusion



Item Creation – The Conventional way

" Step 1 : Item-Creation in Inventory

" Step 2 : Costing in Cost Manager / Inventory

" Step 3 : Pricelist Assignment in Advanced Pricing / Order Management

" Step 4 : Sourcing Rule Assignment in Purchasing

" Step 5 : Cross Reference Creation in Inventory



Conventional Item Creation Process–The Details

Process Sub-Process Navigation Hyperlink

C1.1 – Item-Creation in MasterInventory Org

Inventory$ Items$ Master Items Master Item

C1.2 – Category Assignment -Master Category Sets

Inventory$ Items$ Master Items$ Tools$ Categories

Master Category Sets

C1.3 – Template Assignment -Master Inventory Org

Inventory$ Items$ Master Items$ Tools$ Copy

Template Assignment

C1.4 – Org Assignment Inventory $ Items$ Master Items$ Tools$ Org Assignment

Org Assignment

C1.5 – Template Assignment -Inventory Org

Inventory$ Items$ Master Items$ Tools$ Copy

Org TemplateAssignment

C1.6 – Category Assignment -Org Category Sets

Inventory$ Items$ Master Items$ Tools$ Categories

Org Category Sets

Step 1 :Item-Creation in Inventory



Conventional Item Creation Process–The Details


Step 2 :Costing in Cost Manager / Inventory

C2.0 – Costing in Cost Manager / Inventory

Inventory $ Costs $ Item Costs Costing

Step 3 :Pricelist Assignment in AdvancedPricing / Order Management

C3.0 – Pricelist Assignment inOrder Management Order Management Super User$ Price Lists $ Price List Setup PricelistAssignment

Step 4 :Sourcing Rule Assignment inPurchasing

C4.0 – Sourcing Rule Assignmentin Purchasing

Purchasing Super User $Supply Base $ Assign SourcingRules

Souring RuleAssignment

C5.1 – Cross reference Creation inInventory

Inventory $ Items$ CrossReferences

CrossReference

C5.2 – Mfg Part Number Creation

in Inventory / Purchasing

Inventory $ Items$

Manufacturers’ Part Numbers $

By Items

Mfg Cross

Reference

C5.3 – Customer Item Number

Creation in Inventory / Order Management

Order Management Super User

$ Items$ Customer Items

Customer Item

Reference

Step 5 :Cross Reference Creation inInventory



10

C1.1 : Item Creation in Master Inventory Org



11

C1.2 : Category Assignment – Master Category Sets



12

C1.3 : Template Assignment – Master Inventory Org



13

C1.4 : Org Assignment



14

C1.5 : Template Assignment – Inventory Org



15

C1.6 : Category Assignment – Org Category Sets



16

C2.0 : Costing in Cost Manager / Inventory

C O



17

C3.0 : Pricelist Assignment in Order Management

C4 0 S i R l A i i P h i



18

C4.0 : Souring Rule Assignment in Purchasing



19

C5.1 : Cross Reference Creation in Inventory

C5 2 Mf P t N b C ti i I t



20

C5.2 : Mfg Part Number Creation in Inventory

C5 3 Customer Item Number Creation in Inventory



21

C5.3 : Customer Item Number Creation in Inventory

G A l i A A i S l R i



22

Gap Analysis – As Against Sample Requirement

S No RequirementConventional

Way

1 User places a system-based request for Item-Creation to Shared-services admin No

2 Admin should receive a Automatic Notification of the newly logged request No

3 Admin should be able to Approve/Reject the request No

4 Admin should be able to complete the Item-Creation process from a Central location No

4.1 New Item Creation / Assignment of Item to Inventory Organizations Yes

4.2 Item Category Assignment Yes

4.3 Item Template Assignment Yes

4.4 Costing Yes

4.6 Souring Rule Assignment No

4.8 Manufacturing Part Number Creation Yes

4.9 Customer Item Number Creation No

4.5 Pricelist Assignment No

4.7 Cross Reference Creation No

5 User should receive a Automatic Notification for Item-Creation / Item-Rejection No

P t ti A d



23

Presentation Agenda





" Conclusion

Fast tracking Item Creation A Solution Framework



24

Fast tracking Item-Creation – A Solution Framework

S No Requirement Solution Comments

1 User places a request for Item-Creation toShared-services admin

Step 1 : Item-Creation Request

Custom Item-Creation Request Form – XXINVICR.fmb

2 Admin should receive a Automatic

notification of the newly logged request

Step 2 : Item Request Notification

Custom Notification Workflow - XXINVICR.wft

associated with XXINVICR.fmb

3 Admin should be able to Approve/Reject therequest

Step 3 : Item Approval

Custom Item-Request Approval Form – XXINVIAP.fmb

4.1 Category Assignment Item Category Import - INV_ITEM_CAT_ASSIGN_OI

Spawned from XXINV_ITEM_CRTN_PKG.main()

4.3 Sourcing Rule Assignment Souring Rule Assignment API - MRP_SRC_ASSIGNMENT_PUB


4.2 Template Assignment Custom Item-Request Approval Form – XXINVIAP.fmb

4 Admin should be able to complete the Item

creation process from a central location

Step 4 : Item-Creation Process

Custom Item-Creation concurrent program – XXINV_ITEM_CRTN_PKG.main()

Wrapper program associated with XXINVIAP.fmb

Fast tracking Item Creation A Solution Framework



25

Fast tracking Item-Creation – A Solution Framework

S No Requirement Solution Comments

4.4 Item Accounts Custom Item-Request Approval Form – XXINVIAP.fmb

4.5 Org Assignment Item Import – INCOIN


4.6 Pricelist Assignment Pricelist API - QP_PRICE_LIST_PUB


4.7 Costing Costing Interface – CSTPCIMP

Spawned from XXINV_ITEM_CRTN_PKG.main() to import Cost

in Pending State

Standard Cost Update – CMCICU

Spawned from XXINV_ITEM_CRTN_PKG.main() to import Costin Frozen State

5 Admin / User should receive a Automatic

notification on completion of Item-Creation /Item- Rejection

Step 5 : Item Request Notification

Custom Notification Workflow - XXINVICR.wft

Spawned from XXINV_ITEM_CRTN_PKG.main

Workflow Create process - WF_ENGINE.CreateProcess ,

Workflow Start process -WF_ENGINE.StartProcess are theprocesses used to launch workflow

Fast tracking Item Creation Process The Details



26

Fast tracking Item-Creation Process–The Details


A1.1 – Item-Creation Request

by User

Item Creation Request

A1.2 – Org Assignment Org Assignment

A1.3 – Pricelist Assignment Pricelist Assignment

Step 2 :

Item Request Notification

A2.0 – Workflow Notification for

Item-Creation request

Item Request Notification

A4.7 – Costing Costing

Step 3 :

Item Approval

A3.0 – Item Approval Form Inventory $ Item Approval Item Approval

A4.1 – Category Assignment Item Approval

A4.2 – Template Assignment Item Approval

A4.3 – Sourcing Rule Assignment Item Approval

A4.4 – Item Accounts Item Accounts

A4.5 – Org Assignment Org Assignment

A4.6 – Pricelist Assignment Pricelist Assignment

Step 5 :Item-Creation / Item

Rejection Notification

A5.0 – Workflow Notification forItem-Creation / Item-Rejection

Item Creation Notification

Item Rejection Notification

Inventory $ Item ApprovalStep 4 :Item-Creation Process

Inventory $ Item-Creation

Request

Step 1 :

Item-Creation Request

Presentation Agenda



27

Presentation Agenda





" Conclusion

A1 1 : Item Creation Request Form



28

A1.1 : Item Creation Request Form

Item RequestType

Item Type

ItemNumber

ItemCategories

InventoryOrganizations

Pricelists

Item Attributes

RequestNotification

A1 2 : Org Assignment



29

A1.2 : Org Assignment

A1.3 : Pricelist Assignment



30


A2 0 : Item Creation Request Notification



31

A2.0 : Item Creation Request Notification

Item Approvalform

A3 0 : Item Approval Form



32

A3.0 : Item Approval Form

Item RequestType

Item Attributes

Item Accounts

InventoryOrganizations

Pricelists

Costing

Approve / Reject

A4 4 : Item Accounts



33

A4.4 : Item Accounts




34





35


A4.7 : Costing



36

A4.7 : Costing

A5.0 : Item Creation Notification



37

A5.0 : Item Rejection Notification



38

Item Creation – Conventional vs. Automated way



39

S No Requirement

Conventional

Way

Automated

Way

1 User places a system-based request for Item-Creation to Shared-services admin No Yes

2 Admin should receive a Automatic Notification of the newly logged request No Yes

3 Admin should be able to Approve/Reject the request No Yes

4 Admin should be able to complete the Item-Creation process from a Central location No Yes

4.1 New Item-Creation / Assignment of Item to Inventory Organizations Yes Yes

4.2 Item Category Assignment Yes Yes

4.3 Item Template Assignment Yes Yes

4.3 Costing Yes Yes

4.4 Pricelist Assignment No Yes

4.5 Souring Rule Assignment No Yes

4.6 Cross Reference Creation No No

4.7 Manufacturing Part Number Creation Yes No

4.8 Customer Item Number Creation No No

5 User should receive a Automatic Notification for Item-Creation / Item-Rejection No Yes

Presentation Agenda



40

g





" Conclusion

Automated Item Creation – Advantages & Limitations



41

S No Type Advantages Limitations

1 Process Optimization

Consolidates and streamlines thenavigations Cannot be used for mass-upload of items

Enhances the std. functionality byproviding workflow notifications atvarious stages

2 Costing / Pricelist / Item-attributes

control

Optimizes the process ofassociating multiple pricelists

Centralized control for Costing, thatwould import material, material-overhead costs

Cannot be used where resource/resourceoverhead costs are involved

Facilitates Centralized control overitem-attributes

Cannot be used for updating Item-attributes



Q & A



Thank You!

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326145 Fast Track Item Creation Process in Oracle Inevntory Using Workflow