Fast Track Item Creation Process in Oracle Inevntory Using Workflow

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Fast-Track Item-Creation Process in Oracle Inventory using WorkflowVikas Khurana, Infosys Technologies Limited Lalitha Valli Malkapuram, Infosys Technologies Limited

Learning Objectives! Appreciate the requirement for Automating the Item-Creation process ! Understand how Conventional Item-Creation process works ! Learn how to leverage Oracle API's/Interfaces and Fast-track the Conventional process through automation ! Appreciate the usage-context of Automated process

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Speakers 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 on Design/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 8 years in IT industry in various capacities

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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

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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

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

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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

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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

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Conventional Item Creation ProcessThe Details

ProcessStep 1 : Item-Creation in Inventory

Sub-ProcessC1.1 Item-Creation in Master Inventory Org C1.2 Category Assignment Master Category Sets C1.3 Template Assignment Master Inventory Org C1.4 Org Assignment C1.5 Template Assignment Inventory Org C1.6 Category Assignment Org Category Sets

NavigationInventory $ Items $ Master Items Inventory $ Items $ Master Items $ Tools $ Categories Inventory $ Items $ Master Items $ Tools $ Copy Inventory $ Items $ Master Items $ Tools $ Org Assignment Inventory $ Items $ Master Items $ Tools $ Copy Inventory $ Items $ Master Items $ Tools $ Categories

HyperlinkMaster Item Master Category Sets Template Assignment Org Assignment Org Template Assignment Org Category Sets

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Conventional Item Creation ProcessThe Details

ProcessStep 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

Sub-ProcessC2.0 Costing in Cost Manager / Inventory C3.0 Pricelist Assignment in Order Management C4.0 Sourcing Rule Assignment in Purchasing C5.1 Cross reference Creation in Inventory C5.2 Mfg Part Number Creation in Inventory / Purchasing C5.3 Customer Item Number Creation in Inventory / Order Management

NavigationInventory $ Costs $ Item Costs Order Management Super User $ Price Lists $ Price List Setup Purchasing Super User $ Supply Base $ Assign Sourcing Rules Inventory $ Items $ Cross References Inventory $ Items $ Manufacturers Part Numbers $ By Items Order Management Super User $ Items $ Customer Items

HyperlinkCosting Pricelist Assignment Souring Rule Assignment Cross Reference Mfg Cross Reference Customer Item Reference

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C1.1 : Item Creation in Master Inventory Org

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C1.2 : Category Assignment Master Category Sets

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C1.3 : Template Assignment Master Inventory Org

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C1.4 : Org Assignment

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C1.5 : Template Assignment Inventory Org

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C1.6 : Category Assignment Org Category Sets

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C2.0 : Costing in Cost Manager / Inventory

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C3.0 : Pricelist Assignment in Order Management

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C4.0 : Souring Rule Assignment in Purchasing

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C5.1 : Cross Reference Creation in Inventory

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C5.2 : Mfg Part Number Creation in Inventory

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C5.3 : Customer Item Number Creation in Inventory

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Gap Analysis As Against Sample RequirementS No1 2 3 4 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 4.9 5

RequirementUser 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 New Item Creation / Assignment of Item to Inventory Organizations Item Category Assignment Item Template Assignment Costing Pricelist Assignment Souring Rule Assignment Cross Reference Creation Manufacturing Part Number Creation Customer Item Number Creation User should receive a Automatic Notification for Item-Creation / Item-Rejection

Conventional WayNo No No No Yes Yes Yes Yes No No No Yes No No

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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

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Fast tracking Item-Creation A Solution Framework

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RequirementUser places a request for Item-Creation to Shared-services admin Admin should receive a Automatic notification of the newly logged request

Solution CommentsStep 1 : Item-Creation Request Custom Item-Creation Request Form XXINVICR.fmb Step 2 : Item Request Notification Custom Notification Workflow - XXINVICR.wft associated with XXINVICR.fmb Step 3 : Item Approval Custom Item-Request Approval Form XXINVIAP.fmb Step 4 : Item-Creation Process Custom Item-Creation concurrent program XXINV_ITEM_CRTN_PKG.main() Wrapper program associated with XXINVIAP.fmb Item Category Import - INV_ITEM_CAT_ASSIGN_OI Spawned from XXINV_ITEM_CRTN_PKG.main() Custom Item-Request Approval Form XXINVIAP.fmb Souring Rule Assignment API - MRP_SRC_ASSIGNMENT_PUB Spawned from XXINV_ITEM_CRTN_PKG.main()

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Admin should be able to Approve/Reject the request Admin should be able to complete the Item creation process from a central location

4.1 4.2 4.3

Category Assignment Template Assignment Sourcing Rule Assignment

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Fast tracking Item-Creation A Solution FrameworkS No4.4 4.5 4.6 4.7

RequirementItem Accounts Org Assignment Pricelist Assignment Costing

Solution CommentsCustom Item-Request Approval Form XXINVIAP.fmb Item Import INCOIN Spawned from XXINV_ITEM_CRTN_PKG.main() Pricelist API - QP_PRICE_LIST_PUB Spawned from XXINV_ITEM_CRTN_PKG.main() 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 Cost in Frozen State 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 the processes used to launch workflow

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Admin / User should receive a Automatic notification on completion of Item-Creation / Item- Rejection

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Fast tracking Item-Creation ProcessThe DetailsProcessStep 1 : Item-Creation Request

Sub-ProcessA1.1 Item-Creation Request by User A1.2 Org Assignment A1.3 Pricelist Assignment

NavigationInventory $ Item-Creation Request

HyperlinkItem Creation Request Org Assignment Pricelist Assignment Item Request Notification

Step 2 : Item Request Notification Step 3 : Item Approval Step 4 : Item-Creation Process

A2.0 Workflow Notification for Item-Creation request A3.0 Item Approval Form A4.1 Category Assignment A4.2 Template Assignment A4.3 Sourcing Rule Assignment A4.4 Item Accounts A4.5 Org Assignment A4.6 Pricelist Assignment A4.7 Costing Inventory $ Item Approval Inventory $ Item Approval

Item Approval Item Approval Item Approval Item Approval Item Accounts Org Assignment Pricelist Assignment Costing Item Creation Notification Item Rejection Notification

Step 5 : Item-Creation / Item Rejection Notification

A5.0 Workflow Notification for Item-Creation / Item-Rejection

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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

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A1.1 : Item Creation Request Form

Item Request Type

Item Type

Item Number

Item Attributes

Pricelists Item Categories Request Notification

Inventory Organizations

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A1.2 : Org Assignment

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A1.3 : Pricelist Assignment

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A2.0 : Item