48929122 Training INV 5 Days

ORACLE INVENTORY TRAINING

ORACLE APPLICATIONS INVENTORY TRAINING HAND-OUT

Author:

Dhanunjay

Updated: May29, 2003 Version: 1

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ORACLE INVENTORY TRAININGINDEX ORACLE INVENTORY TERMINOLOGY..................................................................................................................................4 DAY 2 PRE LUNCH SESSION.................................................................................................................................................9 1. Define Work Day Exception Template.....................................................................................................9 2. Define a new Workday Calendar.............................................................................................................9 3. Define Location......................................................................................................................................14 4. Define Organization...............................................................................................................................15 5. Attach Organization at Location Definition.............................................................................................20 DAY 2 POST LUNCH SESSION.............................................................................................................................................21 6. Define Subinventories............................................................................................................................21 7. Define Stock Locators............................................................................................................................22 8. Define and update unit of measure classes...........................................................................................23 9. Define Units of Measure........................................................................................................................24 10. Define Unit of Measure Conversions..................................................................................................25 DAY3 PRE LUNCH SESSION................................................................................................................................................27 11. Define Transaction Source Types:.......................................................................................................27 12. Define Transaction Types....................................................................................................................27 13. Define Transactions Reasons..............................................................................................................28 14. Define Inter-Organization Shipping Networks......................................................................................29 15. Define Items.........................................................................................................................................30 16. Define Item Relationships....................................................................................................................33 17. Define Cross reference Types.............................................................................................................34 18. Define Customer items and Cross References....................................................................................35 19. Item Transaction Defaults....................................................................................................................36 20. Deletion Groups...................................................................................................................................37 DAY 3 POST LUNCH SESSION.............................................................................................................................................39 21. Defining Item Attribute Control levels...................................................................................................39 22. Define Item Status...............................................................................................................................41 23. Item Template......................................................................................................................................43 24. Define Category Codes.......................................................................................................................44 25. Category Set........................................................................................................................................48

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ORACLE INVENTORY TRAINING26. Define Items and Assign Newly Defined Categories............................................................................50 DAY 4 PRE LUNCH SESSION...............................................................................................................................................54 27. Locator Controlled Items......................................................................................................................54 28. Revision Controlled Items....................................................................................................................57 29. Lot Controlled Items.............................................................................................................................60 30. Serial Controlled Items.........................................................................................................................64 31. Revision / Locator / Lot / Serial Controlled Items.................................................................................67 32. Miscellaneous Transactions.................................................................................................................72 33. Define Account Aliases........................................................................................................................74 34. Account Alias Receipt..........................................................................................................................75 35. Account Alias Issue..............................................................................................................................76 DAY 4 POST LUNCH SESSION.............................................................................................................................................79 36. Sub Inventory Transfers.......................................................................................................................79 37. Inter organization Transfers.................................................................................................................81 38. Move Orders........................................................................................................................................83 39. PO Receipting......................................................................................................................................89 DAY 5 PRE LUNCH SESSION...............................................................................................................................................99 40. On-Hand Availability............................................................................................................................99 41. ABC Analysis.....................................................................................................................................101 42. Cycle Count.......................................................................................................................................108 DAY 5 POST LUNCH SESSION...........................................................................................................................................117 43. Physical inventory..............................................................................................................................117 44. Viewing Forecast rules & Forecasts...................................................................................................124 45. Setting up Manual Forecast...............................................................................................................125 46. Re Order Point Planning....................................................................................................................128 47. Min Max Planning..............................................................................................................................130 48. Replenishment Planning....................................................................................................................133 49. Average Costing................................................................................................................................142

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Oracle Inventory Terminology Terms used in the conventional Inventory system and as referred in Oracle Inventory may be different. A brief explanation of the Oracle Inventory terms vis--vis the existing terminology is provided the following paragraphs. These terms are extensively used in documenting the Inventory - To Be flows and it is recommended that the various users of this system get acquainted with the same. Item Validation Organization: The organization that contains your master list of items. You define it by setting the OE: Item Validation Organization profile option. Logical organization: A business unit that tracks items for accounting purposes but does not physically exist. Organization: A business unit such as a plant, warehouse, division, department, and so on. Order Management refers to organizations as warehouses on all Order Management windows and reports. Destination organization: An inventory organization that receives item shipments from a given Organization. Workday calendar: A calendar that identifies available workdays for one or more organizations. Master Scheduling/MRP, Inventory, Work in Process, and Capacity plan and schedule activities based on a calendars available workdays. Workday exception set: An entity that defines mutually exclusive sets of workday exceptions. For each organization, you can specify a workday calendar and exception set. Primary unit of measure: The stocking unit of measure for an item in a particular organization. Unit of measure: The unit that the quantity of an item is expressed. Unit of measure class: A group of units of measure and their corresponding base unit of measure. The standard unit classes are Length, Weight, Volume, Area, Time, and Pack. Unit of measure conversions: Numerical factors that enable you to perform transactions in units other than the primary unit of the item being transacted.

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ORACLE INVENTORY TRAININGCategory: Code used to group items with similar characteristics, such as plastics, metals, or glass items. Category set A feature in Inventory where users may define their own group of categories. Typical category sets include purchasing, materials, costing, and planning. Purchased item: An item that you buy and receive. If an item is also an inventory item, you may also be able to stock it. Standard item: Any item that can have a bill or be a component on a bill except planning items, option classes, or models. Standard items include purchased items, subassemblies, and finished products. Substitute item: An item that can be used in place of a component. Master Scheduling/MRP suggests substitutes items on some reports. Inventory item: Items you stock in inventory. You control inventory for inventory items by quantity and value. Typically, the inventory item remains an asset until you consume it. You recognize the cost of an inventory item as an expense when you consume it or sell it. You generally value the inventory for an item by multiplying the item standard cost by the quantity on hand. Item attribute control level: To maintain item attributes at the item master attribute level or the Organization specific level by defining item attribute control consistent with your company policies. For example, if your company determines serial number control at headquarters regardless of where items are used, you define and maintain serial number attribute control at the item master level. If each organization maintains serial number control locally, they maintain those attributes at the organization specific level. Item attributes: Specific characteristics of an item, such as order cost, item status, revision control, COGS account, etc. Item master level attribute: An item attribute you control at the item master level as opposed to controlling at the organization level. Item status: Code used to control the transaction activity of an item. Deletion constraint: A business rule that restricts the entities you can delete. A deletion constraint is a test that must succeed before an item, bill, or routing can be deleted. Current onhand quantity: Total quantity of the item onhand before a transaction is processed.

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ORACLE INVENTORY TRAININGOnhand quantity: The physical quantity of an item existing in inventory. Subinventory: Subdivision of an organization, representing either a physical area or a logical grouping of items, such as a storeroom or receiving dock. Locator: Physical area within a subinventory where you store material, such as a row, aisle, bin, or shelf. Locator control: An Oracle manufacturing technique for enforcing use of locators during a material transaction. Revision A particular version of an item, bill of material, or routing. Revision control: An inventory control option that tracks inventory by item revision and forces you to specify a revision for each material transaction. Lot: A specific batch of an item identified by a number. Lot control: An Oracle Manufacturing technique for enforcing use of lot numbers during material transactions thus enabling the tracking of batches of items throughout their movement in and out of inventory. Serial number: A number assigned to each unit of an item and used to track the item. Serial numbers control: A manufacturing technique for enforcing use of serial numbers during a material transaction. Minmax planning: An inventory planning method used to determine when and how much to order based on a fixed user entered minimum and maximum inventory levels. Reorder point planning: An inventory planning method used to determine when and how much to order based on customer service level, safety stock, carrying cost, order setup cost, lead time and average demand. Safety stock: Quantity of stock planned to have in inventory to protect against fluctuations in demand and/or supply. ABC classification: A method of classifying items in decreasing order of importance, such as annual dollar volume or your companys transaction history.

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ORACLE INVENTORY TRAININGCycle counting: An inventory accuracy analysis technique where inventory is counted on a cyclic schedule rather than once a year. Physicals inventory: A periodic reconciliation of item counts with system onhand quantities. Account alias: An easily recognized name or label representing an account charged on miscellaneous transactions. You may view, report, and reserve against an account alias. Interorganization transfer: Transfer of items from one inventory organization to another You can have freight charges and transfer credits associated with interorganization transfer. You can choose to ship items directly or have them go through intransit inventory. Material transaction: Transfer between, issue from, receipt to, or adjustment to an inventory organization, subinventory, or locator. Receipt of completed assemblies into inventory from a job or repetitive schedule. Issue of component items from inventory to work in process. Transaction cost: The cost per unit at which the transaction quantity is valued. Transaction interface: An open interface table through which you can import transactions. Transaction manager: A concurrent program that controls your manufacturing transactions. Receipt: A shipment from one supplier that can include many items ordered on many purchase orders. Return to supplier: A transaction that allows you to return to the supplier items from a fully or partially received purchase order and receive credit for them. Supplier: Provider of goods or services. Accounting period: The fiscal period a company uses to report financial results, such as a calendar month or fiscal period. Average costing: A costing method which can be used to cost transactions in both inventory only and manufacturing (inventory and work in process) environments. As you perform transactions, the system uses the transaction price or cost and automatically recalculates the average unit cost of your items.

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ORACLE INVENTORY TRAININGStandard costing: A costing method where a predetermined standard cost is used for charging material, resource, overhead, period close, job close, and cost update transactions and valuing inventory. Any deviation in actual costs from the predetermined standard is recorded as a variance.

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Day 2 Pre Lunch Session 1. Define Work Day Exception Template Add a Workday Exception set to identify calendar exceptions. Navigation: Screen: Field Name Template Description Inactive On Dates Inventory > Setup > Organizations > Calendar Exception Templates Exception Templates Remarks Enter the Exception Template name TXX-EXCEP TXX MFG EXCEPTION Leave the field Blank Enter the dates. You can either choose from LOV or enter the date in the format 25-DEC2001 01-JAN-2001 01-JAN-2002 01-JAN-2003 25-DEC-2000 25-DEC-2001 25-DEC-2002 25-DEC-2003 Leave the field unchecked for all the dates

Days On Click on the SAVE icon

Tables: BOM_EXCEPTION_SETS, BOM_EXCEPTION_SET_DATES 2. Define a new Workday Calendar Define the workday calendar with calendar type, days on, days off, start and end dates.

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ORACLE INVENTORY TRAININGNavigation: Screen: Inventory > Setup > Organizations > Calendars Workday Calendar Field Name Name Description Quarterly type Calendar Date range From To Click on the SAVE icon Table: BOM_CALENDARS Click on Work Day Pattern Button Screen: Workday Pattern Field Name Seq Days On Days Off Description 1 5 2 Regular Work Day pattern Remarks Remarks TXX-CAL TXX-Standard Calendar Choose 4/4/5 Week Pattern from LOV Select the Date from the LOV or enter Manually 03-JAN-2000 Enter 01-JAN-2007

Click on the SAVE icon and Close the Window. Table: BOM_WORKDAY_PATTERNS Click on Dates Button on the Screen workday Calendar.

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ORACLE INVENTORY TRAININGClick on Exception List Button Click on Load Button Load Exceptions Window appears Field Name Load From Template Click on OK. Click on OK. Close the Calendar Window. Click on Shifts Button on screen workday Calendar. Shift Window for TXX-CAL opens Field Name Shift Number Description Click on Workday Patterns Button Workday Patterns (under Shifts) opens.. Field Name Seq Days On Days Off 1 5 2 Remarks Remarks 1 First Shift 7:00 to 15:00 Remarks Template TXX-EXCEP ( Enter or choose from LOV)

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ORACLE INVENTORY TRAININGField Name Description Click on SAVE icon. Close the window. Click on Times Button for 1st Shift. Shift Times (under Shifts) Field Name Start time Stop time Start time Stop time Click on SAVE icon. Close the window. Shifts Window (first blank line) Field Name Shift Number Description Click on Workday Patterns Button Workday Patterns (under Shifts) opens.. Field Name Seq Days On 1 5 Remarks Remarks 2 Second Shift 15:00 to 23:00 07:00 11:15 11:45 15:00 Remarks Regular Work Week Pattern Remarks

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ORACLE INVENTORY TRAININGField Name Days Off Description Click on SAVE icon. Close the window. Click on Times Button for 2nd Shift. Shift Times (under Shifts) Field Name Start time Stop time Start time Stop time Click on SAVE icon. Close the Shift times window. Close Shifts window. Table: BOM_SHIFT_TIMES In the Workday Calendar window review you calendar dates by clicking on the Dates button. different color. While still in the Workday Calendar Window, run the calendar build process Tools Menu > Build Verify your requested job has completed View > Requests > Find Verify 25-DEC-2001 is a 15:00 18:45 19:15 23:00 Remarks 2 Regular Work Week Pattern Remarks

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ORACLE INVENTORY TRAINING Verify your calendar built correctly Setup > Organization > Calendar > View Menu > Find

3. Define Location Set up and name a location for your organization Navigation: Screen: Field Name Name Description Address Style Address Address Line 1 Address Line 2 Address Line 3 City State Zip Code County Country Telephone TXX-LOCATION TXX Location Stay on Address Details Tab United States Location Address window opens.. 123 MAIN STREET Inventory > Setup > Organizations > Locations Locations Remarks

Select: Atlanta GA 30010 Select: Fulton Select: United States Click on OK. Go to Shipping Details Tab TXX-LOCATION Check the box Check the box

Ship-to Location Ship-to Site Bill-to Site

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ORACLE INVENTORY TRAININGField Name Office Site Internal Site Receiving Site Click on the Save icon. Table: HR_LOCATIONS_V 4. Define Organization Set up and name your organization for your team Navigation: Screen: Field Name Name Type Field Name Dates From Dates To Location Internal or External Location Address Internal Address Organization Classifications Name TXX-ORG Plant Remarks Use the Default Leave Blank TXX-LOCATION Internal Use the Default Leave Blank Click on the Save icon. Table: HR_ORGANIZATION_UNITS_V Inventory > Setup > Organizations > Organizations > Click on New Organization Remarks Remarks Check the box Check the box Check the box

Inventory Organization ( Enter or Choose from the LOV)

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ORACLE INVENTORY TRAININGField Name Enabled Remarks Click the Check Box Click on the Save icon. HR_ORGANIZATION_INFORMATION_V With cursor in Name Click on Others button Select Accounting Information Click on OK then press tab Vision Operations (USA) Vision Operations Vision Operations Click on OK Click on OK Click on Save icon Click on Others button Select Inventory Information Stay on the Inventory Parameters tab

Accounting Information Set of Books Legal Entity Operating Unit

Field Name Organization Code Master Organization Calendar Process Enabled Demand Class Move Order Timeout Period Move Order Timeout Action Allow Negative Balances Locator Control Costing Information Costing Organization

Remarks TXX Vision Operations TXX-CAL Do not check the box 60 Approve Automatically Check the Box Determined at Sub Inventory level Go to Costing Information Tab Display - Cannot be changed

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ORACLE INVENTORY TRAININGField Name Costing Method Rates Cost Type Transfer to GL Reverse Encumbrance Default Material SubElement Valuation Accounts Material Outside Processing Material Overhead Overhead Resource Expense Starting Revision Lot Control: Uniqueness Lot Control: Generation Zero Pad Suffix Lot Control: Prefix Lot Control: Total Length Serial Control: Uniqueness Serial Control: Generation Serial Control: Prefix Serial Control: Starting Number ATP, Pick, Item Sourcing ATP Defaults Rule Picking Defaults Rule Picking Defaults: Subinventory Order Picking Defaults: Locator Remarks Average Summary Do not check the box

01-000-1410-0000-000 01-000-1450-0000-000 01-000-1420-0000-000 01-000-1430-0000-000 01-000-1440-0000-000 01-520-7530-0000-000 Go to Revision, Lot, Serial tab A Across items At item level Do not check the box LOT# 30 Within Inventory Items At Organization Level SER# 1000 Go to ATP, Pick, Item Sourcing tab Total ATP, No DC RevSub

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ORACLE INVENTORY TRAININGField Name Order Item Sourcing Detail: Type Item Sourcing Detail: Org Item Sourcing Detail: Subinv Inter-org Information Inter-org Transfer Charge Predefined Percent Inter-org Transfer Accounts Transfer Credit Purchase Price Variance Receivable Payable Intransit Inventory Other Accounts Invoice Price Variance Accounts Payable Accrual Encumbrance Profit and Loss Accounts Sales Cost of Goods Sold Remarks Supplier

Go to Inter-org Information tab Check the radio button Predefined Percent 10

01-520-5290-0000-000 01-520-5210-0000-000 01-000-1810-0000-000 01-000-2370-0000-000 01-000-1460-0000-000 Go to Other Accounts Tab 01-520-5220-0000-000 01-000-2220-0000-000

01-520-4110-0000-000 01-520-5110-0000-000 Click on the Save icon

Table: MTL_PARAMETERS_VIEW Close the window Click on the Others Button

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Select Receiving Information

Field Name Receipt Date: Days Early Days Late Action Over Receipt Controls: Tolerance Action Miscellaneous: Allow Substitute Receipts Allow Unordered Receipts Allow Express Transactions Allow Cascade Transactions Allow Blind Receiving Receipt Routing Enforce Ship-To ASN Control Action Receipt Number Options: Action Type Next Receipt Number Receiving Inventory Account Clearing Account

Remarks 5 5 Warning 5 Warning Check the Box Check the Box Check the Box Check the Box Do not check the Box Standard Receipt Warning Warning Automatic Numeric 1001 01-000-1410-0000-000

Click on the Save icon RCV_RECEIVING_PARAMETERS_V Close the Receiving Options Window Close the Organizations window.

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5. Attach Organization at Location Definition Tie the Location to the Organization Navigation: Screen: Steps: Field Name Location Remarks Enter Query (F11) Enter TXX-LOCATION Execute Query (CTRL F11) Go to Other Details tab TXX ( Enter or Pick the value from LOV) Click on Save icon Inventory > Setup > Organizations > Locations Location

Inventory Organization

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Day 2 Post Lunch Session 6. Define Subinventories You define one or more subinventories for each inventory organization. A Subinventory is a physical or logical grouping of your inventory, such as raw material, finished goods, defective material, or a freezer compartment. Navigation: Inventory > Setup > Organizations > Subinventories Choose Organization (M1)

Screen: Subinventories (M1) Define two Sub inventories named TXX-STORES and TXX-SHOP Field Name Remarks Inventory > Setup > Organizations > Subinventories Choose Organization M1 from the List of values if asked. Click on New TXX-STORES TXX Stores Check the Box Check the Box Check the Box Check the Box Check the Box Check the Box Item Level

Name Description Quantity Tracked Asset Subinventory Depreciable Include in ATP Allow Reservation Nettable Locator Control Picking Order Inactive On

Click on Save icon Field Name Remarks Inventory > Setup > Organizations > Subinventories Choose Organization M1 from the List of values if asked.

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ORACLE INVENTORY TRAININGField Name Name Description Quantity Tracked Asset Subinventory Depreciable Include in ATP Allow Reservation Nettable Locator Control Picking Order Inactive On Click on New TXX-SHOP TXX Shop Floor Check the Box Check the Box Check the Box Check the Box Do not check the Box Check the Box None Remarks

Click on Save icon 7. Define Stock Locators

MTL_SECONDARY_INVENTORIES_FK_V

Locators are optional structures within subinventories. Locators may represent rows, aisles, or bins in warehouses. You can receive items directly into and ship items directly from locators. Navigation: Screen: Field Name Click on the New Button Click on the LOV TXX First Row TXX First Rack TXX Fifth Bin Leave it blank Leave it blank Inventory > Setup > Organizations > Stock Locators Stock Locators Remarks

Row Rack Bin Project Task

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ORACLE INVENTORY TRAININGField Name Description Type Status Subinventory Picking order Inactive On Remarks TXX Stock Locator Pick the Value Storage locator from LOV Active Choose from the LOV TXX Stores Leave it blank Leave it blank Click on Save icon MTL_ITEM_LOCATIONS

8. Define and update unit of measure classes You are on the implementation team to set up the UOM classes and conversions for the new Oracle software. Use your unique identifier T(XX) to set up your UOM classes and save your entries. Use your unique identifier to set up multiple UOMs for your classes. Set up UOMs for Dozen, Gross, and Case and save your entries. Create standard conversions for your UOM in multiples of dozen, gross, and case. Also create an inter-class conversion. Navigation: Screen: Inventory > Setup > Unit of Measures > Classes Unit of Measure classes

Note: Be sure to add a new row by clicking on the New icon Field Name Name Description Base Unit of Measure UOM Remarks TXX-QTY TXX Quantity Class TXX-EACH EXX

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ORACLE INVENTORY TRAININGField Name Inactive Date Remarks Leave it blank Click on Save icon MTL_UOM_CLASSES_VL

9. Define Units of Measure Define and update units of measure used for tracking, issuing, receiving and storing inventory items. Navigation: Screen: Inventory > Setup > Unit of Measures > Unit of Measures Unit of Measures

Note: Scroll down the screen to find the UOM Name TXX-EACH. This was created automatically when your class was defined as above in sub heading no 8. Field Name Name UOM Description Base Unit Class Inactive Date Click on New Icon TXX-Dozen DXX TXX DOZEN UOM NO TXX-QTY Click on the Save icon Click on the New icon TXX-GROSS GXX TXX-GROSS UOM Do not check the box TXX-QTY Click on the Save icon Remarks

Name UOM Description Base Unit Class Inactive Date

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ORACLE INVENTORY TRAININGField Name Name UOM Description Base Unit Class Inactive Date Click on the New icon TXX-CASE CXX TXX-CASE UOM Do not check the box TXX-QTY Click on the Save icon MTL_UNITS_OF_MEASURE_VL Remarks

10. Define Unit of Measure Conversions Define and update the conversions between the base unit of measure and other units of measure within a class. Navigation: Screen: Field Name Stay on the Standard tab Click on New Icon TXX-DOZEN TXX-QTY 12 TXX-EACH Click on the Save icon Click on the New icon TXX-GROSS TXX-QTY 144 TXX-EACH Inventory > Setup > Unit of Measures > Conversions Unit of Measure Conversions Remarks

Unit Class Conversion Base Unit Inactive Date

Unit Class Conversion Base Unit

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ORACLE INVENTORY TRAININGField Name Inactive Date Remarks Click on the Save icon Click on the New icon TXX-CASE TXX-QTY 24 TXX-EACH MTL_UOM_CONVERSIONS Click on the Save icon Go to Inter-class tab Click on New icon AS18947 MTL_SYSTEM_ITEMS_FVL TXX-EACH TXX-QTY 2 EACH QUANTITY Click on the Save icon

Unit Class Conversion Base Unit Inactive Date

Item Base Unit Class Conversion Base Unit Class

MTL_UOM_CLASS_CONVERSIONS

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Day3 Pre Lunch Session 11.Define Transaction Source Types: Oracle Inventory predefines a list of transaction source types for you. You can add more source types to this list or update the predefined types, however, you cannot delete the predefined types. You can add source types for miscellaneous transactions, inter-organization and sub inventory transfers, and account transactions. Navigation: Inventory > Setup > Transactions > Source Types Screen: Transaction Source types Field Name Remarks Click on the User tab Click on New Icon TXX Maintenance Transactions Maintenance Transactions None Leave the field blank Leave the field blank Click on the save icon MTL_TXN_SOURCE_TYPES

Name Description Type Context Inactive on

12.Define Transaction Types You define transaction types by combining transaction actions and transaction source types. You define transaction source types in the Transaction Source Types window. Oracle Inventory provides the list of transaction actions. Navigation: Inventory > Setup > Transactions > Types

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ORACLE INVENTORY TRAININGScreen: Transaction Types Field Name Click on the User tab Click on New Icon TXX Maintenance Issues Maintenance Issues TXX Maintenance Transactions Issue from stores Do not check the Box Do not check the Box Do not check the Box Leave it Blank Click on the Save icon Click on New Icon TXX Maintenance Receipts Maintenance Receipts TXX Maintenance Transactions Receipt into stores Do not check the Box Do not check the Box Do not check the Box Leave it Blank Click on the Save icon Remarks

Name Description Source Type Action Project Shortage Message Online Shortage Message Notification Inactive Date

Name Description Source Type Action Project Shortage Message Online Shortage Message Notification Inactive Date

MTL_TRANSACTION_TYPES

13.Define Transactions Reasons Navigation: Inventory > Setup > Transactions > Reasons

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ORACLE INVENTORY TRAININGScreen: Field Name Name Description Click on the New icon TXX-Training Transactions during training Click on the Save icon Transaction Reasons Remarks

MTL_TRANSACTION_REASONS

14.Define Inter-Organization Shipping Networks Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping (from) organization that ships inventory to a destination (to) organization. Navigation: Screen: Field Name Click on the Find Button Stay on the Main Tab M1 TXX Intransit Choose Receipt Do not check the box Standard Do not check the box Inventory > Setup > Organizations > Shipping Networks Shipping Networks Remark

Organization from Organization to Transfer Type FOB Elemental Visibility enabled Receipt Routing Internal Order

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ORACLE INVENTORY TRAININGField Name required Manual receipt at Expense destination Do not check the box Click on the Save icon Click on the Transfer, Distance Tab Predefined Defaults from Organization Parameters ( You can change this value from LOV;s) Defaults from Organization (Or enter a percentage value) Click on Primary Accounts Tab Check whether all accounts have defaulted from Organization parameters Click on Secondary Accounts Tab Check whether all accounts have defaulted from Organization parameters Click on Intransit Account Tab Check whether all accounts have defaulted from Organization parameters Click on Save icon TXX Maintenance Transactions Remark

Transfer Charge Type %

15.Define Items Navigation: Inventory > Items > Master Items Screen: Master Items (V1)

A. Define items by copying from Item templates

Field Name

Remark

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ORACLE INVENTORY TRAININGField Name Item Description Unit of Measure: Primary User Item type Template User Item type TXX-10001000 TXX Purchased Item Stay on Main Tab Use default Each Keep the cursor on User Item Type and click on Tools Menu Click on Copy From Choose @Purchased Item from LOV Click on Apply and Done Shows now as Purchased Item Click on Save icon Click on all tabs and review the attributes MTL_SYSTEM_ITEMS_FVL Remark

B. Define items by copying from existing item. Field Name Item Description Unit of Measure: Primary User Item type Item User Item type TXX-10001001 TXX Purchased Item Stay on Main Tab Use default Each Keep the cursor on User Item Type and click on Tools Menu Click on Copy From Choose TXX-10001000 from LOV Click on Apply and Done Shows now as Purchased Item Click on Save icon Remark

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ORACLE INVENTORY TRAININGField Name Remark Click on all tabs and review the attributes C. Assign items to Child Organizations. Field Name Remark click on Tools Menu while staying on item TXX-10001001 Click on Organization Assignment Check the box against organization M1 Check the box against organization TXX Click on Save icon Repeat the same steps for item TXX-10001000 and assign M1 and TXX

Assigned

D. Review Categories assigned to items.

Field Name

Remark click on Tools Menu while staying on item TXX-10001000 Click on Categories TXX-10001000 Purchasing Master Default MISC.MISC Click on LOV to select values for Item category and Commodity, if item belongs to different category Inventory Org Default NEW.MISC Click on LOV to select values for Family and Class, if item belongs to different category

Item Category Set Control Level Category

Category Set Control Level Category

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ORACLE INVENTORY TRAININGField Name Remark Click on Save icon Repeat the same steps for item TXX-10001001 and Review Categories assignment.

16.Define Item Relationships You can define relationships between items. This allows you to search for items through these relationships. Except in Oracle Purchasing, these relationships are for inquiry and reporting purposes only. Item Relationships with Oracle Purchasing Within Oracle Purchasing you can define acceptable substitute items for receiving. You must define a list of substitutes before you receive a substitute item in place of an originally ordered item. Attention: If you receive a substitute item, you must have previously defined a unit of measure conversion between the unit of measure on the purchase order and the unit of measure on the receipt. Navigation: Inventory > Items > Item Relationships Screen: Item Relationships (V1)

Click on New icon.

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ORACLE INVENTORY TRAININGFrom item TXX-10001000 Click on SAVE icon. To Item TXX-10001001 Substitute Type Reciprocal Check the Box

17.Define Cross reference Types Navigation: Screen: Inventory > Items > Cross References Cross reference Types

Cross-reference types define relationships between items and entities such as old item numbers or supplier item numbers. For example, you can create a cross-reference type Old to track the old item numbers, and a type Supplier to track supplier part numbers

Type

Description

Inactive On

TXX Substitute

Click on New icon TXX Substitute

N/A

Click on Save icon Click on Assign Button

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ORACLE INVENTORY TRAININGItem TXX-10001000 Click on Save icon Close the window. 18.Define Customer items and Cross References Use the Customer Items Summary and Customer Items Detail windows to define and update customer items. You can toggle between these windows with the Summary/Detail option in the Go option on the Toolbar. You can cross reference customer items to your Oracle Inventory items to support processing orders and shipments Navigation: Screen: Field Name Click on New icon Stay on Commodity Tab Choose A. C. Networks from LOV Enter CXX-ACNT001 Use default. Box is checked. Finished Good Description Defaults Click on Save icon Click on Cross Reference Button CXX-ACNT001 defaults TXX-10001000 Defaults from Item Master Inventory > Items > Customer Items > Customer Items Customer Items Summary (V1) Remark Applicable to All Organizations Check the Box Org N/A Value TXX-10000000 Description Old Supplier Item

Customer Name Customer item Level: Customer Code Description

Customer Item Item Item Description

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ORACLE INVENTORY TRAININGField Name Rank Active 1 Leave the default. ( Checked) Click on Save icon Close the window. Remark

19.Item Transaction Defaults Use this form to define a default subinventory and/or locator for an item for shipping, receiving, and move order transactions. Navigation: Screen: Inventory > Setup > Transactions > Item Transaction Defaults Item Transaction Defaults

Field Name Click on New icon Subinventories Tab Item Description Default for Subinventory Item Description Default for Subinventory TXX-10001000 Defaults from Item Master Receiving Stores Tab to go to the next line TXX-10001000 Defaults from Item Master Move order Receipt Stores Click on Save icon

Remark

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ORACLE INVENTORY TRAININGField Name Locator Tab Remark Please do the same steps as above if Locator Control is enabled for this Item to define Locator along with Sub inventory.

20.Deletion Groups Set up groups of entities to check, delete and optionally archive. Entities can include items, bills of material, components, routings, or operations. Navigation: Screen: Inventory > Items > Delete items Deletion groups

Field Name Group Type Description Entities to Delete Item Description Organization Type Alternate

Remarks TXX-DG Item TXX-Deletion Group Stay on the Details tab TXX-10001000 Defaults Defaults Defaults Click on Save icon Click on Delete Group Button. Concurrent request will be fired. View the status of the concurrent request to

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ORACLE INVENTORY TRAININGField Name Remarks Complete. After successful completion, Query the Deletion Group TXX-DG Click on the results tab Shows as Deleted if no references are found against the item. Close the window. Open the Master Item and Query the item TXX10001000 Click on Tools Menu and Select Organization Assignment Notice that Organization assignment to your organization in which item is deleted is unassigned from the Organization. Close the window.

Results

Status

Item Query

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Day 3 Post Lunch Session 21.Defining Item Attribute Control levels Navigation: Screen: Inventory > Set Up > Items > Attribute Controls Item Attribute Controls

You can choose between centralized and decentralized control of item attributes. The control level you define for an attribute applies to all items. Defining attribute controls does not determine the value of an attribute, only the level at which it is controlled. You assign values to the attributes when you define an item. Just review the Attribute controls, which have only two values of control: 1. Master Level 2. Organization Level Below are set up as per the business requirements. Group Name Main Inventory Bills of Material Costing Asset Management Purchasing Receiving Physical Attributes General Planning MPS/MRP Planning Lead Times Work In Process Attribute Name 7 Attributes 26 Attributes 4 Attributes 5 Attributes 5 Attributes 23 Attributes 10 Attributes 20 Attributes 19 Attributes 23 Attributes 8 Attributes 7 Attributes Controlled at Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level Master or Org level

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ORACLE INVENTORY TRAININGOrder Management Invoicing Service Web Option 20 Attributes 6 Attributes 16 Attributes 3 Attributes Master Master Master Master or or or or Org Org Org Org level level level level

Lab exercise on attribute controls Navigation: Screen: Field Name Inventory > Items > Master Items Master Items (V1) Remarks Stay on Master Item screen Click on View menu. Select Query by Example and Enter Enter AS54888 Click on View menu. Select Query by Example and Run AS54888 item Displays

Item

Answer the following Queries Question 1. 2. 3. 4. 5. What is the status of this item? Can I have a BOM for this item? Can I build this item in WIP? Can a customer order this item? Can I invoice a customer for this item? Answer ( Yes / No )

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ORACLE INVENTORY TRAININGQuestion 6. Can I order this item internally from another organization in my company? 7. Is this item transactable in inventory? 8. Can I purchase this item from a supplier? 9. Can I stock this item in inventory? 10. In how many organizations can this part be used? Hint: ( Click on Tools menu, Select Organization Assignment) Answer ( Yes / No )

22.Define Item Status You can use statuses to provide default values for certain item attributes to control the functionality of an item. When you update the values for a status, all items to which it is assigned are also updated. Navigation: Screen: Field Name Status Description Inactive Date Inventory > Set up > Items > Status Codes Item Status Remarks TXX-Status Item status-Customer Order and Invoicing Pending N/A Value Check the Box Check the Box Do not Check the Box Check the Box Value Defaults Defaults Defaults Defaults value value value value

Status Attribute BOM Allowed Build in WIP Customer Order enabled Internal Order enabled

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ORACLE INVENTORY TRAININGStatus Attribute Invoice enabled Transactable Purchasable Stockable Click on Save icon Notice the effect of item status code by doing the following steps: Navigation: Screen: Field Name Inventory > Items > Master Items Master Items Remarks Stay on Master Item screen Click on View menu. Select Query by Example and Enter Enter TXX-10001001 Click on View menu. Select Query by Example and Run TXX-10001001 item Displays Stay on Main Tab Notice that status is active. Check for attributes Customer Orders enabled in Order Management tab and Invoice enabled in Invoicing tab. They are enabled and checked.. Go to Main Tab Change the Item status from Active to TXX-Status Check for attributes Customer Orders enabled in Order Management tab and Invoice enabled in Invoicing tab. They are disabled and unchecked. Value Do not Check the Box Check the Box Check the Box Check the Box Value Defaults Defaults Defaults Defaults value value value value

Item

Item Status

Item Status

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ORACLE INVENTORY TRAINING23.Item Template A template is a defined set of attribute values. When you apply a template to an item, you overlay or default in the set of attribute values to the item definition. You can apply the same or different templates to an item multiple times. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (for example, the Primary Unit of Measure, which is never updatable). Navigation: Screen: Inventory > Items > Master Items Master Items

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001002 Copying Item attributes from Item Template

Select the Following: Template Press Screen: (B) Done Master Items TXX-Item Template (Defined in the class)

Observe the Following: Region Main Field Name Values

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ORACLE INVENTORY TRAININGRegion Field Name Use Item Type Item Status Conversions - Both Purchased Purchasable Allow Description Update RFQ Required Taxable Receipt Required Buyer List Price Invoicing Invoiceable Item Invoice Enabled Sales Account Save your work. (Ctrl + S) Yes Yes Choose Sales Account from LOV Values Purchased Item Active Yes Yes Yes Yes Yes No Yes Enter Default Buyer Name here Enter the list price to default on PO

Purchasing

24. Define Category Codes You can define an unlimited number of categories and group subsets of your categories into category sets. A category can belong to multiple category sets. You can assign a category to a category set either at the time you define a category set or at the time you assign an item to the category. A category is a logical classification of your items. Step 1: Enter the new values for Family and Class Key Segments Navigation: Inventory > Setup > Flexfields > Key > Values

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ORACLE INVENTORY TRAININGScreen: Region Find Values By Find Key Flexfield segment Field Name Key Flexfield Application Title Structure Segment Screen Segment Values Value Translated value Description Values Check the box Oracle Inventory Item Categories Item Categories Choose Family Click on the Find Button Stay on the Values, Effective Tab Click on New icon Enter LAPTOP Use the default Laptop Click on the Save icon Click on New icon Enter GIVEAWAYS Use the default Giveaways Click on the Save icon Close the window.

Value Translated value Description

Navigation: Screen: Region Find Values By

Inventory > Setup > Flexfields > Key > Values Find Key Flexfield segment Field Name Key Flexfield Values Check the box

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ORACLE INVENTORY TRAININGRegion Field Name Application Title Structure Segment Independent Value Screen Segment Values Value Translated value Description Values Oracle Inventory Item Categories Item Categories Choose Class Choose LAPTOP Click on Find Button Stay on the Values, Effective Tab Click on New icon Enter TOSHIBA Use the default Toshiba Click on the Save icon Click on New icon Enter DELL Use the default Dell Click on the Save icon Close the window.


Navigation: Screen: Region Find Values By

Inventory > Setup > Flexfields > Key > Values Find Key Flexfield segment Field Name Key Flexfield Application Title Structure Segment Values Check the box Oracle Inventory Item Categories Item Categories Choose Class

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ORACLE INVENTORY TRAININGRegion Field Name Independent Value Screen Segment Values Value Translated value Description Values Choose GIVEAWAYS Click on Find Button Stay on the Values, Effective Tab Click on New icon Enter CUPS Use the default Cups Click on the Save icon Click on New icon Enter BAGS Use the default Bags Click on the Save icon Close the window.


Step 2: Create the Category Codes with new values defined above Navigation: Screen: Click on new Button Inventory > Setup > Item > Categories > Category Codes Categories

Structure Name Choose Item Categories from LOV Item Categories

Category LAPTOP.DELL LAPTOP.TOSHIBA Dell Laptop Toshiba Laptop

Description

Inactive on

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ORACLE INVENTORY TRAININGStructure Name Item Categories Item Categories Category GIVEAWAYS.CUPS GIVEAWAYS.BAGS Description Give away Cups Give away Bags Inactive on

Click on Save icon and close the Window. 25.Category Set A category set is a set or group of categories. Each functional area viz. Purchasing, Inventory, Costing, Order entry can have a separate default Category set. You can use categories and category sets to group items for various reports and programs. Navigation: Setup > Items > Categories > Category Sets Screen: Field Name Name Category Sets Values Click on (M) View , select Query by example and Enter Enter Inv.Items Click on (M) View , select Query by example and Run Inv.Items Category Set displays Inv.Items Inventory Category Set Item Categories Org Level NEW.MISC Yes Enter Below values which are created by you in above session Click on New icon LAPTOP.DELL

Name Description Flex Structure Controlled At Default Category Enforce Valid Category List of Valid Category

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ORACLE INVENTORY TRAININGField Name Values LAPTOP.TOSHIBA GIVEAWAYS.CUPS GIVEAWAYS.BAGS Click on Save icon

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ORACLE INVENTORY TRAINING26.Define Items and Assign Newly Defined Categories Navigation: Items > Item Master Screen: Master Item

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001004 Dell laptop Category Assignment

Select the Following: Template Press Screen: (B) Done Master Items Purchased Item

Observe the Following: Region Main Field Name Use Item Type Item Status Conversions - Both Purchasing Purchased Purchasable Yes Yes Values Purchased Item Active Yes

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ORACLE INVENTORY TRAININGRegion Field Name Allow Description Update RFQ Required Taxable Receipt Required Buyer List Price Values Yes Yes No Yes Enter Default Buyer Name here Enter the list price to default on PO

Invoicing Invoiceable Item Invoice Enabled Sales Account Select the Following: Region Main Field Name Primary Unit of Measure Expense Account Values Each Choose Expense Account from LOV Yes Yes Choose Sales Account from LOV

Save your work. (Ctrl + S) Go to Screen: Category Set Inv.Items (M) Tools > Categories Category Assignment Screen Category The default is NEW.MISC Select your category LAPTOP.DELL

Please Define the following items as per the steps followed in above session: Lab Exercise: 1

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ORACLE INVENTORY TRAININGName Description Copy from Template: @Purchased Go to Screen: Category Set Inv.Items Lab Exercise: 2 Name Description Copy from Template: @Purchased Go to Screen: Category Set Inv.Items Lab Exercise: 3 Name Description Copy from Template: @Purchased TXX-10001007 Giveaway Bags Category Assignment (M) Tools > Categories Category Assignment Screen Category The default is NEW.MISC Select your category GIVEAWAYS.CUPS TXX-10001006 Giveaway Cups Category Assignment (M) Tools > Categories Category Assignment Screen Category The default is NEW.MISC Select your category LAPTOP.TOSHIBA TXX-10001005 Toshiba laptop Category Assignment

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ORACLE INVENTORY TRAININGGo to Screen: Category Set Inv.Items (M) Tools > Categories Category Assignment Screen Category The default is NEW.MISC Select your category GIVEAWAYS.BAGS

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Day 4 Pre Lunch Session

27.Locator Controlled Items Step 1: Define a new item with Locator control enabled as Prespecified Navigation: Items > Item Master Screen: Master Item

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001008 Purchased Item Locator Controlled


Enter the Following:

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ORACLE INVENTORY TRAININGRegion Main Field Name Use Item Type Item Status Conversions - Both Inventory Locator Control Purchasing List Price Choose Prespecified 10 Values Purchased Item Active Yes

Save your work. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001008 to M1, M2 and TXX Organization Click on Save icon

Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org)

Before performing a miscellaneous transaction, please check whether your accounting periods for M1 organization are open Navigation: Inventory > Accounting Close Cycle > Inventory Accounting periods (Check whether Period in which you are transacting is open) Screen: Miscellaneous Transaction (M1)

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ORACLE INVENTORY TRAININGRegion Transaction Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Account Values Defaults to Todays date Choose Miscellaneous Receipt Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1.1.1 100 01-580-7740-0000-000 Click on Save icon Close the windows.

Step 3: View the On Hand Quantity Navigation: Screen: Inventory > On Hand, Availability > On Hand Quantity Find On-Hand Quantities (M1)

Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Values M1 TXX-10001008 Defaults from item Master

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ORACLE INVENTORY TRAININGRegion Field Name Values Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1.1.1.. 100 Close the Window.

Organization Item Subinventory UOM Locator On-Hand Qty

28.Revision Controlled Items Step 1: Define a new item with Revision control enabled Navigation: Items > Item Master Screen: Master Item

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001009 Purchased Item Revision Controlled

Select the Following: Template Purchased Item

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ORACLE INVENTORY TRAININGPress Screen: (B) Done Master Items

Enter the Following: Region Main Field Name Use Item Type Item Status Conversions - Both Inventory Revision Control Purchasing List Price Check the box to enable revision Control on this item 10 Values Purchased Item Active Yes

Save your work. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001009 to M1 M2 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org)

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ORACLE INVENTORY TRAININGRegion Transaction Field Name Date Type Source Account Transaction lines Item Revision Subinventory Quantity Account Values Defaults to Todays date Choose Miscellaneous Receipt Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001009 Choose A from LOV Stores 100 01-580-7740-0000-000 Click on Save icon Close the windows.


Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Values M1 TXX-10001009 Defaults from item Master

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ORACLE INVENTORY TRAININGRegion Field Name Values Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001009 Stores Ea A 100 Close the Window.

Organization Item Subinventory UOM Revision On-Hand Qty

29.Lot Controlled Items Step 1: Define a new item with Lot control enabled Navigation: Items > Item Master Screen: Master Item

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001010 Purchased Item Lot Controlled

Select the Following: Template Purchased Item

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ORACLE INVENTORY TRAININGPress Screen: (B) Done Master Items

Enter the Following: Region Main Field Name Use Item Type Item Status Conversions - Both Inventory Lot Control Lot Starting Prefix Lot Starting Number Purchasing List Price Choose Full Control LOT 001 10 Values Purchased Item Active Yes

Save your work. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001010 to M1 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org)

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Region Transaction

Field Name Date Type Source Account

Values Defaults to Todays date Choose Miscellaneous Receipt Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001010 Stores 100 Ea Leave Blank 01-580-7740-0000-000 Click on Lot / Serial Button Click on Generate Button Lot number displays as per the Parameters set up in Org. Sxxxxx or LOTxxx 50 Click on Generate Button Lot number displays as per the Parameters set up in Org. Sxxxxx or LOTxxx 50 Click on Done button Click on Save icon Close the windows.

Transaction lines Item Subinventory Quantity UOM Lot Account

Screen: Lot Entry (M1) Lot Qty Lot Qty

Step 3: View the On Hand Quantity Navigation: Inventory > On Hand, Availability > On Hand Quantity

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ORACLE INVENTORY TRAININGScreen: Find On-Hand Quantities (M1)

Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001010 Stores Ea 100 Click on Lot / Serial Button Observe the below: Sxxxx 50 Sxxxx 50 Close the Windows. Values M1 TXX-10001010 Defaults from item Master

Organization Item Subinventory UOM On-Hand Qty Lot On-Hand Quantities (M1) TXX-10001010 Screen Appears Lot Qty Lot Qty

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ORACLE INVENTORY TRAINING30.Serial Controlled Items Step 1: Define a new item with Lot control enabled Navigation: Items > Item Master Screen: Master Item

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001011 Purchased Item Serial Controlled


Enter the Following: Region Main Field Name Use Item Type Item Status Conversions - Both Inventory Serial Generation Choose At Receipt Values Purchased Item Active Yes

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ORACLE INVENTORY TRAININGRegion Field Name Serial Starting Prefix Serial Starting Number List Price Values SC 00001 10

Purchasing

Save your work. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001011 to M1, M2 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Quantity Values Defaults to Todays date Choose Miscellaneous Receipt Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001011 Stores 100 (Choose M1 Org)

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ORACLE INVENTORY TRAININGRegion Field Name UOM Account Values Ea 01-580-7740-0000-000 Click on Lot / Serial Button Screen: Serial Entry (M1) appears Serial Number entry Mode

Range Start Serial Number End Serial Number

Check the Box. (Use the default) SC00001 SC00100 Click on Done button Click on Save icon Close the windows.


Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Values M1 TXX-10001011 Defaults from item Master

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ORACLE INVENTORY TRAININGRegion Field Name Organization Item Subinventory UOM On-Hand Qty Serial OH Quantities (M1) TXX-10001011 Screen Appears Serial Values Observe the following details M1 TXX-10001011 Stores Ea 100 Click on Lot / Serial Button Observe the below: SC00001 to SC00100 appears Close the Windows. 31.Revision / Locator / Lot / Serial Controlled Items Step 1: Define a new item with Revision / Locator / Lot / Serial control enabled Navigation: Items > Item Master Screen: Master Item

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001012 Purchased Item Revision / Locator / Lot / Serial control enabled

Select the Following:

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Template Press Screen: (B) Done Master Items

Purchased Item

Enter the Following: Region Main Field Name Use Item Type Item Status Conversions - Both Inventory Locator Control Revision Control Lot Control Lot Starting Prefix Lot Starting Number Serial Generation Serial Starting Prefix Serial Starting Number Purchasing List Price Choose Prespecified Check the box to enable revision Control on this item Choose Full Control LT 001 Choose At Receipt SC 00001 10 Values Purchased Item Active Yes

Save your work. (Ctrl + S) Go to Screen: (M) Tools > Organization Assignment Organization Assignment

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ORACLE INVENTORY TRAININGAssign Item: TXX-10001012 to M1 and TXX Organization Click on Save icon Step 2: Perform a Miscellaneous Transaction with the item defined above Navigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Revision Subinventory UOM Locator Quantity Values Defaults to Todays date Choose Miscellaneous Receipt Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001012 Choose A Stores Ea 1.1.1 100 Click on Lot / Serial Button Screen: Lot Entry (M1) appears Lot Qty Click on Generate button LOT001 Appears Enter 50 and Tab (Choose M1 Org)

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ORACLE INVENTORY TRAININGRegion Field Name Lot Qty Values Click on Generate button LOT002 Appears Enter 50 Stay on LOT001 Line Click on Serial Button

Screen: Serial Entry (M1) appears Serial Number entry Mode


Check the Box. (Use the default) Enter SC00001 and Press Tab SC00050 ( Appears) Click on Done button Stay on LOT002 Line Click on Serial Button

Screen: Serial Entry (M1) appears Serial Number entry Mode


Check the Box. (Use the default) Enter SC00051 and Press Tab SC00100 ( Appears) Click on Done button Click on Done button Click on Save icon Close the windows.


Choose M1 Organization

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Region

Field Name Organization Item Description

Values M1 TXX-10001012 Defaults from item Master

Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001012 Stores A Ea 1.1.1 100 Click on Lot / Serial Button Observe the below: LOT001 50 LOT002 50 Stay on LOT001 Line Click on Serial Button

Organization Item Subinventory Revision UOM Locator On-Hand Qty Lot OH Quantities (M1) TXX-10001012, A Screen Appears Lot Qty Lot Qty

Serial OH Quantities (M1) TXX-10001012, A Screen Appears

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ORACLE INVENTORY TRAININGRegion Field Name Serial Values SC00001 to SC00050 Appears. Close the window Stay on LOT002 Line Click on Serial Button

Serial OH Quantities (M1) TXX-10001012, A Screen Appears Serial SC00051 to SC000100 Appears Close the Windows. 32.Miscellaneous Transactions With a miscellaneous transaction you can issue material to or receive material from general ledger accounts in your current organization. This allows you to issue material to groups that are not inventory, receiving, or work in process such as a research and development group or an accounting department. You can also make manual adjustments to the general ledger by receiving material from one account to inventory, and then issuing that material from inventory to another account. You can use your user-defined transaction types and sources to further classify and name your transactions. You can use this feature to issue items to individuals, departments, or projects; or to issue damaged items to expense accounts such as scrap. You can perform the receipts for items that were acquired by means other than a purchase order from a supplier. You can also use this feature to load all item on-hand quantities when you start implementing Oracle Inventory. We have seen Miscellaneous Receipts in the above sessions. There are other types of Miscellaneous transactions which are: 1. Miscellaneous Issues. 2. Account Aliases Issues / Receipts. Step 1: Perform Miscellaneous Issue item TXX-10001008 whose current on Hand qty is 100 Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org)

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Region Transaction

Field Name Date Type Source Account

Values Defaults to Todays date Choose Miscellaneous Issue Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1.1.1 40 01-580-7740-0000-000 Click on Save icon Close the windows.

Transaction lines Item Subinventory Locator Quantity Account


Choose M1 Organization Region Field Name Organization Item Description Display Values M1 TXX-10001008 Defaults from item Master

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ORACLE INVENTORY TRAININGRegion Field Name Detailed Values Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1.1.1.. 60 (Depleted to 60 from earlier on Hand 100) Close the Window.


33.Define Account Aliases An account alias is an easily recognized name or label representing a general ledger account number. You can view, report, and reserve against an account alias. During a transaction, you can use the account alias instead of an account number to refer to the account. Navigation: Screen: Field Name Alias Description Account Effective On Inventory > Set Up > Account Aliases Account Aliases (M1) Values Click on New Icon TXX-MISC-TRANSACTION TXX-MISC-TRANSACTION 01-520-7740-0000-000 Todays Date defaults Click on Save icon (Choose M1 Organization)

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34.Account Alias Receipt Step 1: Perform Account Alias Receipt for item TXX-10001008 whose current on Hand qty is 60 Navigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Values Defaults to Todays date Choose Account alias receipt Choose TXX-MISC-TRANSACTION Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1.1.1 40 Click on Save icon Close the windows. (Choose M1 Org)


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ORACLE INVENTORY TRAININGChoose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1.1.1.. 100 (Replenished to 100 earlier on Hand 60) Close the Window. Values M1 TXX-10001008 Defaults from item Master


35.Account Alias Issue Step 1: Perform Account Alias issue for item TXX-10001008 whose current on Hand qty is 100 Navigation: Screen: Inventory > Transactions > Miscellaneous Transaction Miscellaneous Transaction (M1) (Choose M1 Org)

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ORACLE INVENTORY TRAININGRegion Transaction Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Values Defaults to Todays date Choose Account alias Issue Choose TXX-MISC-TRANSACTION Leave Blank Click on Transaction Lines Button TXX-10001008 Stores 1.1.1 20 Click on Save icon Close the windows.


Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Values M1 TXX-10001008 Defaults from item Master

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ORACLE INVENTORY TRAININGRegion Field Name Values Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001008 Stores Ea 1.1.1.. 80 (On Hand Qty 80 from earlier 100) Close the Window.


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Day 4 Post Lunch Session 36.Sub Inventory Transfers You can transfer material within your current organization between subinventories, or between two locators within the same subinventory. You can transfer from asset to expense subinventories, as well as from tracked to non-tracked subinventories. If an item has a restricted list of subinventories, you can only transfer material from and to subinventories in that list. Oracle Inventory allows you to use user-defined transaction types when performing a subinventory transfer. Step 1: Perform a Sub Inventory Transaction with Serial Controlled item TXX-10001011 Navigation: Screen: Region Transaction Inventory > Transactions > Sub Inventory Transfer Subinventory Transfer (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Quantity To Subinv Screen: Serial Entry Values Defaults to Todays date Choose Subinventory Transfer Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001011 Stores 25 FGI Click on Lot / Serial Button (Choose M1 Org)

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ORACLE INVENTORY TRAININGRegion (M1) appears Serial Number entry Mode Field Name Range Start Serial Number End Serial Number Values Check the Box. (Use the default) SC00001 SC00025 Click on Done button Click on Save icon Close the windows.


Choose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001011 Stores Ea Values M1 TXX-10001011 Defaults from item Master

Organization Item Subinventory UOM

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ORACLE INVENTORY TRAININGRegion Field Name On-Hand Qty Values 75 Click on Lot / Serial Button Observe the below: SC00026 to SC00100 appears Close the Windows. M1 TXX-10001011 FGI Ea 25 Click on Lot / Serial Button Observe the below: SC00001 to SC00025 appears Close the Windows.

Serial OH Quantities (M1) TXX-10001011 Screen Appears Serial Organization Item Subinventory UOM On-Hand Qty Serial OH Quantities (M1) TXX-10001011 Screen Appears Serial

37.Inter organization Transfers You can transfer material from your current organization to another organization, or from your current organization to intransit inventory. To enable inter org transfers, prerequisites is to define Shipping networks and it is defined in our earlier session. Navigation: Screen: Inventory > Transactions > Inter-Organization Transfer Inter-Organization Transfer (M1) (Choose M1 Org)

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ORACLE INVENTORY TRAININGStep 1: Perform Direct Inter Org Transfer with Revision Controlled item TXX-10001009 Enter the Following: Region Transaction Field Name Date To Org Type Shipment Type Number Fright Waybill/Airbill Containers Direct Org Transfer (M1) screen Appears Item Revision Sub Inventory To Sub Inv UOM Quantity Percent of Transaction value Account TXX-10001009 A Stores Stores Ea 25 7 ( defaults from Shipping network) 01-520-7220-0000-000 ( defaults from Shipping network) Click on Save icon Close the Windows. Do not use in-transit inventory defaults DHL TXX123 Click on Transaction Lines Values Todays Date defaults Choose M2 from the LOV Direct Org Transfer Defaults from Shipping Network

Step 2: Change the Organization to (M2)

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ORACLE INVENTORY TRAININGNavigation: Inventory > Change Organization (Choose M2 Organization from List of values)

Step 3: View the On Hand Quantity for TXX-10001009 Navigation: Screen: Inventory > On Hand, Availability > On Hand Quantity Find On-Hand Quantities (M1)

Choose M2 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M2 TXX-10001009 Stores Ea 25 Close the Windows. Values M2 TXX-10001009 Defaults from item Master

Organization Item Subinventory UOM On-Hand Qty

38.Move Orders Move orders are requests for the movement of material within a single organization.

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ORACLE INVENTORY TRAINING Manage all material requisition and request processes within an organization by manually or automatically creating, approving, and transacting a move order. Used for movement of material within a warehouse or facility for purposes like replenishment, material storage relocations, and quality handling.

Step 1: Define a new item for Move Orders Cycle testing Navigation: Screen: Items > Item Master Master Item

Enter the Following: Name Description Go to Screen: (M) Tools > Copy From Copy From TXX-10001013 Purchased Item Move order


Enter the Following: Region Main Field Name Use Item Type Item Status Values Purchased Item Active

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ORACLE INVENTORY TRAININGRegion Inventory Locator Control Purchasing List Price Choose Dynamic Entry 10 Field Name Conversions - Both Values Yes

Save your work. (Ctrl + S) Go to Screen: Assign Item: (M) Tools > Organization Assignment Organization Assignment TXX-10001013 to M1 and TXX Organization Click on Save icon Step 2: Review the time-out periods and time-out actions for move orders in organization M1. Verify that the timeout period is 0 for automatic approval Navigation: Screen: Inventory > Setup > Organizations > Parameters Organization parameters Field Name Move Order Timeout Period Move Order Timeout Action Remarks Stay on the Inventory Parameters tab Enter 0 Approve Automatically Click on Save icon and Close the window.

Step 3: Create a miscellaneous receipt for 500 pieces of your item TXX-10001013 and receive them into two locators, 01.1.1 and 02.1.1.

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ORACLE INVENTORY TRAININGNavigation: Screen: Region Transaction Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org) Miscellaneous Transaction (M1) Field Name Date Type Source Account Transaction lines Item Subinventory Locator Quantity Account Item Subinventory Locator Quantity Account Values Defaults to Todays date Choose Miscellaneous Receipt Leave Blank Leave Blank Click on Transaction Lines Button TXX-10001013 FGI Enter 03.1.1 250 01-580-7740-0000-000 Tab to the Next Line TXX-10001013 FGI Enter 04.1.1 250 01-580-7740-0000-000 Click on Save icon Close the windows. Step 4: View the On Hand Quantity Navigation: Screen: Inventory > On Hand, Availability > On Hand Quantity Find On-Hand Quantities (M1)

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ORACLE INVENTORY TRAININGChoose M1 Organization Region Field Name Organization Item Description Display Detailed Check the Box Click on Find Button Detailed On-Hand Quantities window opens Observe the following details M1 TXX-10001013 FGI Ea 03.1.1.. 250 M1 TXX-10001013 FGI Ea 04.1.1.. 250 Values M1 TXX-10001013 Defaults from item Master

Organization Item Subinventory UOM Locator On-Hand Qty Organization Item Subinventory UOM Locator On-Hand Qty

Step 5: Create a move order for your item. Move 10 pieces from one of the FGI subinventory locators you received. Make a note of the move order number. Navigation: Inventory > Move Orders > Move Orders

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ORACLE INVENTORY TRAININGScreen: Region Move Orders (M1) Field Name Number Description Default Line Item UOM Transaction Type Date Required Subinventory Locator Subinventory Approve order your move Values Tab out of the Number field to have this automatically assigned. TXX-10001013 Tab through the Default section (this will give you more flexibility in the body of the transaction.) Stay on Item tab 1 Defaults TXX-10001013 Ea Defaults NL Sub-inventory Transfer Defaults to Todays date Click on the Source tab Choose FGI 03.1.1.. Click on the Destination tab Choose FloorStock Click on Approve Button Note your move order number. The transaction is committed by the Approve step

Step 6: Find your move order number. Navigation: Screen: Inventory > Move Orders > Transact Move Orders Find Move Order Lines (M1)

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ORACLE INVENTORY TRAINING1. Enter your move order number on the Header tab and press Tab. 2. Click Find. Step 7: Allocate the line of the move order you created.

1. Select the line of the move order you created. Click on View/Update Allocations button.2. Review the details of your move order 3. Click on Transact button. 4. Close the windows

Step 8: View the results to make sure your material moved Navigation: Screen: Inventory > On-hand, Availability > On-hand Quantity Find On-hand Quantities (M1)

1. Fill in your item TXX-10001013 and click on Find button 3. Check your subinventories to see that the Quantities of items changed. Organization M1 M1 M1 Item TXX-10001013 TXX-10001013 TXX-10001013 Subinventory FGI FGI FloorStock UOM Ea Ea Ea Locator 03.1.1.. 04.1.1.. On-Hand Qty 240 250 10

39.PO Receipting This practice covers creating a purchase order and following it through the approval and receiving process. Steps 1: Creation of Purchase Orders

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ORACLE INVENTORY TRAININGNavigation: Screen: Scenario: Purchasing > Purchase Orders> Purchase Orders Purchase Orders Manually creating Standard Purchase Orders with Item Number

Observe the following: Field Type Created Ship-To Bill-To Currency Buyer Status Total Select the following: Region Header Level Field Supplier Supplier Site Description Values Choose Advanced Network Devices Choose FRESNO Free form text field to enter information Click on the PO Lines Items Item Quantity Price Need By Date Select your Item TXX-10001001 10 (enter) 1 (enter) Select from Calendar Todays Date Values Standard Purchase Order SYS DATE Defaults based on your Financial Options. Choose M1- Seattle Defaults based on your Financial Options. Use Default V1- New York City Functional currency. Defaults to USD Your name defaults. For Mfg user Smith, Mr. Jonathan defaults Incomplete 0.00

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ORACLE INVENTORY TRAININGRegion Field Promised Date Values Optionally choose

Observe the following: Region Items Field Number Type Category Description UOM Amount Values Defaults Defaults Defaults Defaults Defaults 10.00

1 to GOODS type based on Item choosen above based on Item choosen above based on primary UOM of Item choosen above

Press (B) Shipment Screen: Shipments

Observe the Following: Region Shipments Field Num Org Ship-To UOM Quantity Need-By Press (B) Receiving Controls Screen: Receiving Controls Values Defaults Defaults Defaults Defaults Defaults Defaults to 1 based on Ship to Location at header. based on Ship to Location at header. from Line level from Line level from Line level

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ORACLE INVENTORY TRAININGObserve the Following: Region Receipt Date Field Days Early Days Late Action Over Receipt Quantity Tolerance Action Miscellaneous Allow Substitute Receipt Receipt Routing Enforce Ship-To Press (B) OK Screen: Shipments Defaults based on Item-Org level values. Can override. Defaults based on Item-Org level values. Choose Standard Defaults based on Item-Org level values. Can override. Defaults based on Item-Org level values. Can override. Defaults based on Item-Org level values. Can override. Values Defaults based on Item-Org level values. Can override. Defaults based on Item-Org level values. Can override. Defaults based on Item-Org level values. Can override.

Press (B) Distributions Screen: Distributions

Observe the Following: Region Destination Field Num Type Quantity GL Date Select the Following: Values Defaults 1 Defaults based on Item type used. Optionally can change . Defaults from shipment line qty

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Region Destination

Field Requestor Deliver To Sub Inventory Charge Account

Values (Your name) Leave Blank M1-Seattle Stores (Click) Defaults. Can override for an Expense item.

Observe the following: Region More Field Accrual Account Budget Account Variance Account Save your work. (Ctrl + S) Return to the Purchase Orders Screen by closing the Distribution and Shipments screens Please Note your Purchase Order Number # Steps 2: Approval of Purchase Order Press (B) Approve Screen: Approve Document Press (B) OK Your Purchase order is approved. Steps 3: Receipt of Purchase Order Navigation: Inventory > Transactions > Receiving > Receipts Values Defaults. Can override for an Expense item Defaults. Can override for an Expense item Defaults. Can override for an Expense item

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ORACLE INVENTORY TRAININGScreen: Find Expected Receipts (M1)

Choose the appropriate Inventory organisation code where the Receipts are being made. Select the following: Field Purchase order Values (select your purchase order)

Alternatively enter other search information. Press (B) Find Screen: Receipt Header

Enter the relevant information such as Packing slip, Way bill number etc. Click on the lower half of the screen below the Receipt header Screen: Receipts

Select the Line you wish to receive by checking the check box against that line Observe: All the entered fields become highlighted.

Please note that all the Shipment lines against the subject Purchase order appear. The quantity against each lines indicate the Open PO quantity eligible for Receipt. Save your work. (Ctrl +S) Please Note your Receipt Number by clicking (B) Header

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ORACLE INVENTORY TRAININGNavigation: Screen: Note: Inventory > Receiving > Receipts > Receiving Transactions Find Receiving Transactions For Receiving Transactions supports receipts which have receipt routing set as Standard or inspection required.

Select the Following: Region Supplier and Internal Field Source Type Receipt Purchase Order Requisition Supplier Press (B) Find Screen: Receiving Transactions Values All Enter the Receipt number created above

Select the line you wish to receive by checking the check box against that line. Save your work. (Ctrl + S) Steps 4: Verify On-Hand Quantity Navigation: Screen: Inventory > On-hand, Availability > On-hand Quantity Find On-hand Quantities (M1)

1. Fill in your item TXX-10001001 and click on Find button2. Check your subinventories to see that the Quantities of items received.

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Organization M1

Item TXX-10001001

Subinventory Stores

UOM Ea

On-Hand Qty 10

Steps 5: Check Material Distributions

Navigation: Screen:

Inventory > Transactions > Material Transactions Find Material Transactions (M1)

Select your item TXX-10001001 and Tab. Click on find button View information in the following tabbed regions Location: Displays the item, subinventory, locator, revision, transfer locator, transfer subinventory, transfer organization, transaction date, and transaction type information. Intransit: Displays the item, shipment number, waybill/airbill number, freight code, container, quantity, and transaction type information. Reason, Reference: Displays the item, transaction reason, transaction reference, costed indicator, supplier lot, source code, source line ID, and transaction type information. Transaction ID: Displays the item, transfer transaction ID, transaction header number, receiving transaction ID, move transaction ID, transaction UOM, completion transaction ID, department code, operation sequence number, transaction quantity, transaction ID, transaction date, source type, source, transaction type, source project number, source task number, project number, task number, to project number, to task number, expenditure type, expenditure organization, error code, and error explanation informati

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48929122 Training INV 5 Days