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Oracle Inventory
Basic Setup Labs E-Business Suite R12
These labs were prepared for the purpose of
demonstrating basic Inventory functions.
Created By Edgar Arroyo
December 12, 2005
Updated by Daniel Newman, Rodrigo Castro
November 9, 2008
PREFACE
These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developedto assist an applications support analyst by:
• Providing an introduction to navigating through Inventory application forms
• Listing initial step by step instructions for data entry within the Inventory application to familiarize a support analyst with the features and functions of common Inventory movements and application maintainance
• Demonstrating various support tips for Ofunctions such using the “List of Values” feature, submitting concurrent requests, and general System Administrator functions (System Administrator Responsibility)
• Performing common inventory functions thatmaintaining items, issuing and receiving stock (items) into inventory, and performing stock (item) replenishment.
• Reinforcing Inventory concepts and functional issues that were discussed during class lectures
• As a source of reference for future support issues that may arise Feel free to do these labs as often as you want. Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater inventory controls. If some of the terms mentioned here are unfamiliar to you, before the week is out, they may just become part of your daily vocabulary while working in the support environment. Remember; don’t be afraid to make a mistake, YOU are here to learn.
The Labs can be performed on any release instance that has the Vision Demonstration Database installed. However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle Applications. Examples would be - Different item attribute settings - Different organization parameters - Data that may not exist Should you have any questions, please contact If you find any inconsistencies within this do
These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developedto assist an applications support analyst by:
Providing an introduction to navigating through Inventory application forms
Listing initial step by step instructions for data entry within the Inventory application to familiarize a support analyst with the features and functions of common Inventory movements and application maintainance
Demonstrating various support tips for Oracle Applications, while performing common form functions such using the “List of Values” feature, submitting concurrent requests, and general System Administrator functions (System Administrator Responsibility)
Performing common inventory functions that all customers perform, such as defining and maintaining items, issuing and receiving stock (items) into inventory, and performing stock (item)
Reinforcing Inventory concepts and functional issues that were discussed during class lectures
As a source of reference for future support issues that may arise
Feel free to do these labs as often as you want.
Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater If some of the terms mentioned here are unfamiliar to you, before the week is out, they
may just become part of your daily vocabulary while working in the support environment.
Remember; don’t be afraid to make a mistake, YOU are here to learn.
s can be performed on any release instance that has the Vision Demonstration Database installed. However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle Applications. Examples would be
em attribute settings Different organization parameters Data that may not exist
Should you have any questions, please contact [email protected] . If you find any inconsistencies within this document, please email [email protected] .
2
These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developed
Providing an introduction to navigating through Inventory application forms
Listing initial step by step instructions for data entry within the Inventory application to familiarize a support analyst with the features and functions of common Inventory movements and
racle Applications, while performing common form functions such using the “List of Values” feature, submitting concurrent requests, and general
all customers perform, such as defining and maintaining items, issuing and receiving stock (items) into inventory, and performing stock (item)
Reinforcing Inventory concepts and functional issues that were discussed during class lectures
Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater If some of the terms mentioned here are unfamiliar to you, before the week is out, they
may just become part of your daily vocabulary while working in the support environment.
s can be performed on any release instance that has the Vision Demonstration Database installed. However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle
Table Of Contents
LAB 1 Setup: Inventory Structures
LAB 2 Setup: Units of Measure
LAB 3 Setup: Item Attribute Control
LAB 4 Using Status Codes
LAB 5 Using Categories and Category Sets
LAB 6 Item Templates & Items Copy
LAB 7 Items: Relationships, Cross References,
Manufacturer’s Part Numbers
LAB 8 Item C
LAB 9 Performing Item Searches
LAB 10 Inventory Controls
LAB 11 Inventory Controls
LAB 12 Inventory Controls
LAB 13 Inventory Controls
LAB 14 Creating Custom Transaction Sources
LAB 15 Performing Inventory Transactions
LAB 16 Processing Return Material Authorizations (RMA)
LAB 17 Perform Receiving Transactions (Purchasi
LAB 18 Implementing ABC Analysis
LAB 19 Implementing Cycle Counting
LAB 20 Physical Inventories
LAB 21 Performing 2
LAB 22 Initializing Forecasts and Forecasts Sets
LAB 23 Using Reorder Point Pl
LAB 24 Using Min
LAB 25 Available to Promise (ATP)
APPENDIX A Navigation Hot Keys
Table Of Contents
Setup: Inventory Structures
Setup: Units of Measure
Setup: Item Attribute Control
Using Status Codes
Using Categories and Category Sets
Item Templates & Items Copy
Items: Relationships, Cross References,
Manufacturer’s Part Numbers
Item Catalog Groups
Performing Item Searches
Inventory Controls – Using Stock Locators
Inventory Controls – Item Revisions
Inventory Controls – Using Lot Control
Inventory Controls – Using Serial Numbers
Creating Custom Transaction Sources\Types
Performing Inventory Transactions
Processing Return Material Authorizations (RMA)
Perform Receiving Transactions (Purchasing)
Implementing ABC Analysis
Implementing Cycle Counting
Physical Inventories
Performing 2nd Day Cycle Counting
Initializing Forecasts and Forecasts Sets
Using Reorder Point Planning for replenishment
Using Min-Max Planning for replenishment
Available to Promise (ATP)
Navigation Hot Keys
3
Processing Return Material Authorizations (RMA)
ng)
anning for replenishment
LAB 1 - Inventory Structures
- Application Navigation path
- Button
- Menu navigation path
Log on to Oracle Applications.
User: <userid> Password: <password> Responsibility: Inventory or Manufacturing, Vision Operations (USA) 1. Create New Organizations
Inventory> Setup> Organizations> Organizations Enter Organization Name (XX-organization1 Type: Plant Location: M1- Seattle Internal or External: Internal Save 2. Create a Location for this Inventory Organization
Inventory> Setup> Organizations> Locations Enter Location Name: XX-Location1 Description: <enter description> Address Details TAB Enter Address Shipping Details TAB Take all defaults Other Details TAB No information to enter Save Enter Organization Classification
NOTE: For all Labs, the value -XX
Inventory Structures
Responsibility: Inventory or Manufacturing, Vision Operations (USA)
Inventory> Setup> Organizations> Organizations
organization1)
2. Create a Location for this Inventory Organization
Inventory> Setup> Organizations> Locations
XX- denotes the student initials or first name.
4
Inventory> Setup> Organizations> Organizations Enter Organization Name (XX-organization1 Click Find Under Organzation Classifications Section, put your cursor in the Name field. Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of the field) Select enabled checkbox Save.
Click on the “Others” button. Enter the Accounting Information Enter Set of Books, Legal Entity, and Operating Unit = (Vision Operations) Save Enter Inventory Information Enter thefollowing: Organization Code = <XXX> Item Master Organization = Vision Operations Calendar – Vision01 Under the Costing Information Tab: Costing Method = Standard Transfer to GL = Yes Enter Material Account and other accounts Under the Revision and Lot Control Tab: Serial Number uniqueness = within inventory items Enter Serial Number Prefix <XX> Enter Starting Serial Number, 000001 In the Others TAB Enter all the required accounts Save ________________________________________________________________
Inventory> Setup> Organizations> Organizations
organization1) in the Find Organization window
Under Organzation Classifications Section, put your cursor in the Name field.
Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of the field)
Click on the “Others” button.
Enter the Accounting Information
Enter Set of Books, Legal Entity, and Operating Unit = (Vision Operations)
Vision Operations
Enter Material Account and other accounts
Under the Revision and Lot Control Tab:
within inventory items
Enter Starting Serial Number, 000001
________________________________________________________________
5
Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of the field)
3. Define Subinventories
Setup>Organizations>Subinventories Click on the “New” button Name: XX-subinv Description: XX-(your Name) Locator Control: At Item Level Note: Accept all other field defaults Create at least three subinventories
Use Existing Inventory Save
LAB 2 1. Define a Unit of Measure class and new base Unit of Measure (UOM) for
base UOM will then be used as a default for items you will be defining in later labs.
Setup>Units of Measure>Classes Add a new UOM Class
Name Description
XX-QTY XX Quantity
Save (Ctrl S)
Add 2 non-base units of measure for you new UOM class,
Click on the “Unit of Measure” button ((if you are at the Navigator, then chose Setup>Units of Measure>Conversions
Add a new UOM Class
Name
XX-Dozen
XX-Gross
Save
Note: By entering XX-Each in the base unit field, you have effectively just defined a new UOM.
Notice that your base unit already has a conversion defined for itconversion rate will always have a 1 to 1 relationship with itself.
Setup>Organizations>Subinventories
At Item Level
Note: Accept all other field defaults
Create at least three subinventories
Units of Measure
Define a Unit of Measure class and new base Unit of Measure (UOM) for your UOM class. This new UOM will then be used as a default for items you will be defining in later labs.
Setup>Units of Measure>Classes
Base Unit UOM
XX-Each EXX
base units of measure for you new UOM class, XX-Qty.
Click on the “Unit of Measure” button ((if you are at the Navigator, then chose Setup>Units of Measure>Conversions
Unite of Measure Description
DXX XX-Dozen XX-QTY
GXX XX-Gross XX-QTY
in the base unit field, you have effectively just defined a new UOM.
otice that your base unit already has a conversion defined for it - Since this is a base unit, conversion rate will always have a 1 to 1 relationship with itself.
6
your UOM class. This new
in the base unit field, you have effectively just defined a new UOM.
Since this is a base unit, the
3. Add conversion rates between your base unit of measure and your 2 non
Click on the “Conversions” button (if you are at the Navigator, then chose Setup>Units of Measure>Conversions Add conversions between your base unit and non Choose your non-base unit of measure for - Use List of Values (LOV) icon and select - Use the CTRL L key to display LOV and select - Enter a partial value and the use the <tab> key Enter the conversion rates for dozen Add another UOM Conversion Choose your non-base unit of measure for - Use List of Values (LOV) icon and select - Use the CTRL L key to display LOV and select - Enter a partial value and the use the <tab> key Enter the conversion rates for gross
Save
LAB 3 1. Define a new Status Code for your items. Items that will be defined using this status code will always
have the following attributes enabled:
• Be allowed to be placed on a Bill of Material
• Be available to be the purchasing module
• Stockable in Inventory
• Be transactable in Inventory
Setup>Items>Status Codes Name: XX-Status Description: XX My new status (Tab to move to each attribute. Clicking on the BOM Allowed Build in WIP Customer Orders Enabled Internal Orders Enabled Invoice Enabled Transactable Purchasable Stockable 2. Define a new item called XX-item
Items>Master Items
conversion rates between your base unit of measure and your 2 non-base units of measure.
Click on the “Conversions” button (if you are at the Navigator, then chose Setup>Units of Measure>Conversions
Add conversions between your base unit and non-base units.
base unit of measure for XX-Dozen, and enter the appropriate conversion rate:Use List of Values (LOV) icon and select XX-Dozen, OR
to display LOV and select XX-Dozen, OR the use the <tab> key to display the LOV and select XX
Enter the conversion rates for dozen - 12 Add another UOM Conversion
base unit of measure for XX-Gross, and enter the appropriate conversion rate:f Values (LOV) icon and select XX-Gross, OR
Use the CTRL L key to display LOV and select XX-Gross, OR and the use the <tab> key to display the LOV and select XX
Enter the conversion rates for gross - 144
Status Codes
Define a new Status Code for your items. Items that will be defined using this status code will always following attributes enabled:
Be allowed to be placed on a Bill of Material
be the purchasing module
Be transactable in Inventory
XX My new status
(Tab to move to each attribute. Clicking on the CHECK BOX sets the attribute control value=YES.)
Yes No No No No Yes Yes Yes
item.
7
base units of measure.
, and enter the appropriate conversion rate:
XX-Dozen
, and enter the appropriate conversion rate:
XX-Gross
Define a new Status Code for your items. Items that will be defined using this status code will always
sets the attribute control value=YES.)
Name
XX-item
Click on the top Menu click on “Tools” Click on “Copy From” Template: “Purchased Item” (use the LOV icon Use the CTRL L keys OR Enter a partial value and press the tab to display a list to chose from)
Click on “Apply,” then “Done”
Save (Ctrl S) Should you be asked for your Units of Measure (UOM) sele Determine some of your item attributes.
From the top menu, chose Tools > Find Attributes” OR
Choose the appropriate attribute group from the Alternative Region, and write down the valuthe following item attributes:
Group Item Attribute MAIN Item Status
INVENTORY Transactable
Stockable
ORDER MANAGEMENT Customer Orders Ena
Internal Orders Enabled
INVOICE Invoice Enabled
WORK IN PROCESS Build in WIP
3. Change the “Item Status” item attribute from its current value to your new status code, From the “Main” region put your cursor on the Item Status field
Click on the icon for List of Values Use the CTRL L keys OR Enter a partial value and press the tab to display a list to chose from) Choose XX-Status
Save
In the Order Management alternative region try to change the “Customer order Enabled” item attribute back to “yes”. What happened and why did it happen?
_______________________________________________________________________________
In the WIP alternative region, change the item attribute “WIP ALLOWED” to be Not Enabled What happened and why did it happen?
___________________________________________
Description
XX - My item
Click on the top Menu click on “Tools”
Template: “Purchased Item” (use the LOV icon OR
Enter a partial value and press the tab to display a list to chose from)
Should you be asked for your Units of Measure (UOM) select <XX-Each>
Determine some of your item attributes.
From the top menu, chose Tools > Find Attributes” OR
Choose the appropriate attribute group from the Alternative Region, and write down the valu
Item Attribute Value
Item Status _____________________
Transactable _____________________
Stockable _____________________
ORDER MANAGEMENT Customer Orders Enabled _____________________
Internal Orders Enabled _____________________
Invoice Enabled _____________________
Build in WIP _____________________
Change the “Item Status” item attribute from its current value to your new status code, From the “Main” region put your cursor on the Item Status field Click on the icon for List of Values OR
ress the tab to display a list to chose from)
In the Order Management alternative region try to change the “Customer order Enabled” item attribute back to “yes”. What happened and why did it happen?
_______________________________________________________________________________
In the WIP alternative region, change the item attribute “WIP ALLOWED” to be Not Enabled What happened and why did it happen?
_______________________________________________________________________________
8
Choose the appropriate attribute group from the Alternative Region, and write down the values for
_____________________
_____________________
_____________________
_____________________
_____________________
_____________________
_____________________
Change the “Item Status” item attribute from its current value to your new status code, XX-Status
In the Order Management alternative region try to change the “Customer order Enabled” item
_______________________________________________________________________________
In the WIP alternative region, change the item attribute “WIP ALLOWED” to be Not Enabled
____________________________________
Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2 attributes.
1. _____________________________________________________________________________ 2. __________________________ 4. Assign your new item to Seattle Manufacturing (M1).
Save
Items>Organization Items
From the organizational item form, Click on the top Menu under “Tools” Click on “Item costs” Item: XX-item
Click the Find button When the Item cost Summary form appears,
Click the Costs button You may receive a forms error pop up box stating: “FRM-40350: Query caused no records to be retrieved
Click ok OR You will have a default record for cost element=mathis record, select ‘OK’, and then save the transaction and add the following:
Cost Element Subelement
MATERIAL Material
You can also navigate to the ‘Item Costs’ form by:
Costs>Item Costs
LAB 4 1. Determine the attribute group name and the control level (Master
attributes settings for your Organization (
Setup>Items>Attribute Controls Attribute Name BOM Item Type Cost of Goods Sold Customer Ordered Inspection required Lot control
Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2
1. _____________________________________________________________________________
_______________________________________________________________
Assign your new item to Seattle Manufacturing (M1).
Items>Organization Items
form, Click on the top Menu under “Tools”
When the Item cost Summary form appears,
You may receive a forms error pop up box stating: 40350: Query caused no records to be retrieved
You will have a default record for cost element=material overhead and subelement= Purchasing this record, select ‘OK’, and then save the transaction and add the following:
Subelement Basis Rate or Amount
Material Item 5
You can also navigate to the ‘Item Costs’ form by:
Costs>Item Costs
Item Attribute Controls
Determine the attribute group name and the control level (Master \ Organization) of the following your Organization (XX-organization1):
Setup>Items>Attribute Controls
Group Name Controlled At:
_______________ ___________________ _______________ ___________________ _______________ ___________________ _______________ ___________________ _______________ ___________________
9
Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2
1. _____________________________________________________________________________
__________________________________________________
Purchasing - delete
Rate or Amount
Organization) of the following
Controlled At:
___________________ ___________________ ___________________ ___________________ ___________________
Inventory item Min-Max Maximum quantity 2. Define your item XX-item1 in the master organization you created (
Items>Master Items Query enter (F11). Key in item number: XX-item1 OR Enter a partial value and the wildcard character (%) XX-item1 is displayed in the item name field Query run (Ctrl F11)
From the “Main” region get the Item Status code. ___________________
From the alternative regions choose the appropriate region to display andfollowing item attributes (if the box is checked, consider the attribute unchecked, consider the attribute “NOT enabled” Attribute ALT Region Inventory Item _______________________WIP Supply Type _______________________Lot Control _______________________Costing Enabled _______________________Inv. Planning Method _______________________Default Shipping Org _______________________Purchasable _______________________User Item Type _______________________ 3. Determine the actual item attribute values for item
Items>Organization Items Item: XX-item1
Click then “Find” button Attribute ALT Region Inventory Item _______________________WIP Supply Type _______________________Lot Control _______________________Costing Enabled _______________________Inv. Planning Method _______________________Default Shipping Org _______________________Purchasable _______________________User Item Type _______________________
LAB 5 Categories and Category ENSURE YOU ARE IN Organization Seattle Manufacturing (M1)
Enter Inventory > Setup > Flexfields > Key > Values
_______________ ___________________ _______________ ___________________
in the master organization you created (XX-organization1):
Enter a partial value and the wildcard character (%) –XX-%% and then use the down arrow key until
is displayed in the item name field
From the “Main” region get the Item Status code. ___________________
From the alternative regions choose the appropriate region to display and then record the values of the following item attributes (if the box is checked, consider the attribute “Enabled” or set to
NOT enabled” or set to “No”).
ALT Region Value
_______________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ _____________
Determine the actual item attribute values for item XX-item1, in the organization created.
ALT Region Value
_______________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ _____________
Categories and Category Sets
ENSURE YOU ARE IN Organization Seattle Manufacturing (M1)
Enter Inventory > Setup > Flexfields > Key > Values
10
___________________ ___________________
organization1):
arrow key until iteM
then record the values of the or set to “Yes”; if
_____________ _____________ _____________ _____________ _____________ _____________ _____________ _____________
in the organization created.
_____________ _____________ _____________ _____________ _____________ _____________ _____________ _____________
In Find Key Flexfield Structures field, Enter “Item Categores” Under Dependent Segment, Enter “Class” Click Find Under Values, Effective enter XX 1. Define 3 new categories
Setup>Items>Categories>Category Codes
Click on the “New” button Structure Name: Item categories Category: (Click on the “Edit” icon to open the Item Categories key flexfield window) Family: XX-desk Class: XX-brown
Click on the “OK” button Description: XX-brown desk Tab to the next line, and add your second category code
Structure Name
Item categories
Tab to the next line, and add your third category code (use either method above for data entry)
Structure Name Family
Item categories XX-car
Save 2. Define a Category Set and include your 3 new category codes as th
use when you assign items to your category set.
Setup>Items>Categories>Category Sets Name: XX Description: <last name Flex Structure: Item Categories Controlled at: Organization level Default Category: % <tab> (choose one of your categories you defined) Enforce List of Valid Categories = Yes
Save 3. Add your remaining 2 categories to
category set, they will be the only categories you can choose from: Click on Categories field below ‘Enforce List of Valid Categories’. Wait for the hourglass to change back to a cursor
In Find Key Flexfield Structures field, Enter “Item Categores” Under Dependent Segment, Enter “Class”
Under Values, Effective enter XX-desk (Use Control Down Arrow to add a new row)
Setup>Items>Categories>Category Codes
Item categories on the “Edit” icon to open the Item Categories key flexfield window)
Tab to the next line, and add your second category code
Category Description
XX-chair.brown XX-chair.brown
Tab to the next line, and add your third category code (use either method above for data entry)
Family Class Description
car XX-brown XX-brown car
Define a Category Set and include your 3 new category codes as the only valid categories you can use when you assign items to your category set.
Setup>Items>Categories>Category Sets
XX-SET last name> Items Set
Item Categories Organization level
% <tab> (choose one of your categories you defined) Enforce List of Valid Categories = Yes
Add your remaining 2 categories to you category set, so that when you update an item with your set, they will be the only categories you can choose from:
Click on Categories field below ‘Enforce List of Valid Categories’. Wait for the hourglass to change back to a cursor pointer.
11
desk (Use Control Down Arrow to add a new row)
on the “Edit” icon to open the Item Categories key flexfield window)
Tab to the next line, and add your third category code (use either method above for data entry)
Description
brown car
e only valid categories you can
en you update an item with your
Add a new category code to your category set
Enter a % and then use the <tab> to display LOV for category code combinations. Choose one of the category code combinations you just defined, (except the default of course) and then repeat this step a second time to chose your other category code you defined.
Save 3. Assign one of your category codes to your item
Click on the “Assign” button
Item: XX-item Category: Use % and then <tab> key and then
Save
LAB 6
1. Create an item template with 8 attributes enabled.
Setup>Items>Templates
Click on the “New” button
Template: XX-sell Description: XX-items for sale
Select the appropriate Group from the
Group
Main
Inventory
Costing
Order Management
Save after each Tab/Group
2. Define a new item using your template
Items>Master Items
Notice that the default category you entered for your Category Set has been valid list. This is because the default category for a category set must be a valid cawhenever you assignyour category set to an item.
category code to your category set: Enter a % and then use the <tab> to display LOV for category code combinations. Choose one of the category code combinations you just defined, (except the default of course) and then repeat this
hose your other category code you defined.
Assign one of your category codes to your item XX-item
Use % and then <tab> key and then choose a category code
Item Templates & Item Copy
Create an item template with 8 attributes enabled.
items for sale Select the appropriate Group from the alternative region.
Attribuite Value
Primary UOM XX-Each
User Item Type Finished Good
Item Status XX-Status
Inventory Item YES
Cycle Count Enabled YES
Costing Enabled YES
Inventory Assest YES
Customer Ordered YES
Customer Orders Enabled YES
Define a new item using your template
Notice that the default category you entered for your Category Set has been placed in the is because the default category for a category set must be a valid ca
whenever you assignyour category set to an item.
12
Enter a % and then use the <tab> to display LOV for category code combinations. Choose one of the category code combinations you just defined, (except the default of course) and then repeat this
placed in the is because the default category for a category set must be a valid category
Item: XX-item2 Description: Created from my template
Click on the top Menu under “Tools” Click on “Copy From” Template: XX-sell
Click on “Apply” then “Done”
Save How did the item attribute “User Item Type” under the Main alternative region get set to ‘Finished Good’?_____________________________________________________________________________ Is your new item able to be purchased? Why\Why not? _______________________________________________________________________ Can you disable the ‘costing enabled’ item attribute for this item? _____________ Why\Why not?________________________________________________________________________ Increase the operating functionality of your item by updating the item attributes thapurchased. Either applies the “Purchased Item” Template, Save Why did the item attribute “User Item TyGood’ to Purchased Item?___________________________________________________________________________ 3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organization
Then assign your category set to your item in both organizations. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu the organization items form, then the top Menu under “Tools”, categories, form, “Assign” button and assign your category set to both organization items. If you need help, please ask. Also, update the frozen cost for item need help with this step, see Lab 4, step 5.
Save 4. Define another item by copying
enabled that item XX-item2 has Add a new record
Name
XX-item3
Created from my template
Click on the top Menu under “Tools”
How did the item attribute “User Item Type” under the Main alternative region get set to ‘Finished Good’?_____________________________________________________________________________
new item able to be purchased? ________
____________________________________________________________________
Can you disable the ‘costing enabled’ item attribute for this item? _____________
Why not?________________________________________________________________________
ncrease the operating functionality of your item by updating the item attributes that enable an item to be
Either applies the “Purchased Item” Template, OR update the appropriate item attribute.
Why did the item attribute “User Item Type” under the Main alternative region change from ‘Finished
___________________________________________________________________________
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organization
assign your category set to your item in both organizations. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, categories; OR use the organization items form, then the top Menu under “Tools”, categories, OR use the category sets form, “Assign” button and assign your category set to both organization items. If you need help,
the frozen cost for item XX-item2 in org M1, Seattle Manufacturing. If you need help with this step, see Lab 4, step 5.
copying item XX-item2. This item will have the exact same attributes has enabled
Description
item copied from XX-item2
13
How did the item attribute “User Item Type” under the Main alternative region get set to ‘Finished Good’?_____________________________________________________________________________
____________________________________________________________________
Can you disable the ‘costing enabled’ item attribute for this item? _____________
Why not?________________________________________________________________________
t enable an item to be
update the appropriate item attribute.
pe” under the Main alternative region change from ‘Finished
___________________________________________________________________________
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
assign your category set to your item in both organizations. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button,
under “Tools”, categories; OR use use the category sets
form, “Assign” button and assign your category set to both organization items. If you need help, in org M1, Seattle Manufacturing. If you
. This item will have the exact same attributes
Click on top Menu under “Tools” Click on “Copy From” Item: XX-item2 (Note: Ensure that you are only copying an item, and that the template field does not havevalue.)
Click on “Apply” then “Done”
Save 5. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign your category set to your item in 3 of this lab.
Save 6. You are going to copy an existing item and apply a template at theoccur first or does the template get applied before the item is copied?(Hint: you must have a value in the template field and the item field on the not sure of the answer, try defining a new item and applying a template and copying another item!!)
LAB 7 1. Define a substitute relationship between Organization, V1
Items>Item Relationships
Click on “New” button
From Item To Item
XX-item2 XX-item3
Save
2. Define a customer cross-reference type and assign one of your items to the type.
Items>Cross References
Type
XX-xref
Save
Click on “Assign” button
Item Applicable to all Orgs
XX-item DO NOT CHECK BOX
Save 3. Define a new Manufacturer to the system.
Click on top Menu under “Tools”
(Note: Ensure that you are only copying an item, and that the template field does not have
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. assign your category set to your item in both organizations. If you need help, please see step
You are going to copy an existing item and apply a template at the same time. Does the copy item first or does the template get applied before the item is copied? you must have a value in the template field and the item field on the copy pop-up window. If you are
not sure of the answer, try defining a new item and applying a template and copying another item!!)
Item Relationships
te relationship between XX-item2 and XX-item3. - Ensure you are in the Master
Type Reciprocal
item3 Substitute Yes
reference type and assign one of your items to the type.
Description
XX-include in set
Applicable to all Orgs Org Value Description
DO NOT CHECK BOX M1 XX-brown set Include in set
3. Define a new Manufacturer to the system.
14
(Note: Ensure that you are only copying an item, and that the template field does not have a
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. organizations. If you need help, please see step
same time. Does the copy item
up window. If you are not sure of the answer, try defining a new item and applying a template and copying another item!!)
Ensure you are in the Master
Reciprocal
Yes
Description
Include in set
Items> Manufacturers’ Part Numbers>By Manufacturers
Manufacturer
XX-USA Parts
Save 4. Enter the Manufacturer’s Part Numbers for your items:
Items>Manufacturers’ Part Numbers>By Items
Click on “New” button Manufacturer: XX-USA Parts Add the following information:
Manufacturer Part
USA-XX01
USA-XX02
Save
LAB 8 1. Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture
additional information that you would like to search for when generating purchase orders or to search for items with similar characteristics (descriptive elements)
Setup>Items>Catalog Groups Name: XX-Automobile Description: XX-auto
Click on the “Details” button and add the following catalog sequences Seq Name Description 1 Type Type 2 Make Make 3 Model Model 4 Color Color
Save
2. Define 2 new items XX-Van and
NOTE: You can also navigate to this same form
Items> Manufacturers’ Part Numbers>By
Query manufacturer if not listed, then click the button Button
Items> Manufacturers’ Part Numbers>By Manufacturers
Description
XX-Manufacturer
4. Enter the Manufacturer’s Part Numbers for your items: XX-item and XX-item2.
Items>Manufacturers’ Part Numbers>By Items
Item
XX-item
XX-item2
Item Catalog Groups
Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture additional information that you would like to search for when generating purchase orders or to search
items with similar characteristics (descriptive elements)
Setup>Items>Catalog Groups
Automobile
Click on the “Details” button and add the following catalog sequences
Description Req. Description Default Type Yes Yes Make Yes Yes Model Yes Yes Color Yes Yes
and XX-Car, assign your catalog group, XX-Automobile
You can also navigate to this same form using:
Items> Manufacturers’ Part Numbers>By Manufacturers
Query manufacturer if not listed, then click the button Parts
15
Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture additional information that you would like to search for when generating purchase orders or to search
Automobile to these items.
Items>Master Items Name: XX-Car Description: XX-My automobile
Click on the on the top Menu under “Tools” Click on “Copy From”
Template: “XX-sell” (use the LOV icon, CTRL L, or enter a partial value and press thea list to chose from)
Click on “Apply,” then “Done”
Save Item: XX-Van Description: XX-other
Click on the top menu under “Tools” Click on “Copy From” Item: XX-Car
Click on “Apply,” then “Done”
Save
Click on the top Menu under “Tools” Click on Catalog Catalog Group: XX-Automobile Name Value Type Van Make Honda Model Odyssey SE Color Silver
Click on “Update Description” button Save Close Item Catalog window
2. Now, perform the same catalog assignment for item
group descriptive elements to the information below, but
Either use the ‘up key’ to get to the previous record Query entry (F11) Item: XX-Car OR a partial value and wildcard (
Notice that the item description for elements from the catalog group.
My automobile
under “Tools”
” (use the LOV icon, CTRL L, or enter a partial value and press the
on the top menu under “Tools”
Click on the top Menu under “Tools”
Automobile
Odyssey SE
Click on “Update Description” button
Now, perform the same catalog assignment for item XX-Car, changing the values for the catalog descriptive elements to the information below, but DO NOT UPDATE DESCRIPTION
key’ to get to the previous record OR
a partial value and wildcard (XX%)
Notice that the item description for XX-Van has been updated to include the additional descriptive elements from the catalog group. You should see XX-My other.Van.Honda.Odyssey SE.Silver
16
” (use the LOV icon, CTRL L, or enter a partial value and press the tab to display
e values for the catalog DO NOT UPDATE DESCRIPTION.
e the additional descriptive My other.Van.Honda.Odyssey SE.Silver
and then press the tab key to display a list to choose from Query run (Ctrl F11)
Click on the top Menu under “Tools” Click on Catalog Catalog Group: XX-Automobile Name Value Type 4 Door Make Honda Model Accord LE Color Red
Save Close Item Catalog window
LAB 9 Perform various item searches to familiarize yourself with form functionality 1. Use the Item Search form to find substitute parts for item
Items>Item Search Organization: M1
Click on alternative region and choose “Item Type: S and then the <tab> key Item: XX-item2
Click on “Find” button to view search results Was anything returned after you clicked Why\Why not? ______________________________________________ 2. Use the Item Search form to find the cross
Items>Item Search Organization: M1
Ensure alternative region has “Cross Cross Reference Type: XX Value: XX
Click on “Find” button to view search results Was anything returned after you clicked the “Find” button’? Why\Why not? _________________________________________
Notice that the item description for XXelements from the catalog group. It still reads XXattached to the item for searching, since the iytem catalog was assigned to the item.
and then press the tab key to display a list to choose from
Click on the top Menu under “Tools”
Automobile
Accord LE
Item Searches
various item searches to familiarize yourself with form functionality
Use the Item Search form to find substitute parts for item XX-item2.
Click on alternative region and choose “Item Relationship” Type: S and then the <tab> key OR click the and select ‘Substitute’
Click on “Find” button to view search results Was anything returned after you clicked the “Find” button’? ______
______________________________________________
2. Use the Item Search form to find the cross-reference part for item XX-item within organization
Ensure alternative region has “Cross References” displayed XX-xref XX-brown set
Click on “Find” button to view search results
Was anything returned after you clicked the “Find” button’? _______ ______________________________________________
XX-Car has NOT been updated to include the additional descriptive elements from the catalog group. It still reads XX-My automobile, but the descriptive elements are still attached to the item for searching, since the iytem catalog was assigned to the item.
17
within organization M1
de the additional descriptive descriptive elements are still
3. Use the Item Search form to find the cross Organization: M2 Click ok after the following message appears: APP-05197: Changing organization will clear
Ensure alternative region has “Cross References” displayed Cross Reference Type: XX-xref Value: XX-brown set Did the system allow you to enter value: Why\Why not? ______________________________________________ 4. Use the Manufacturer’s Part Numbers form to find a manufacturer for part
Items>Manufacturers’ Part Numbers>By Items Item: XX-item2
Click on “Find” button to view search Was anything returned after you clicked the “Find” button’? ______________________________________________ 5. Use the Manufacturer’s Part Numbers form to find parts manufactured by
Items>Manufacturers’ Part Num Manufacturer: XX-USA Parts
Click on “Find” button to view search results OR
Items>Manufacturers’ Part Numbers>By ManufacturersManufacturer: XX-USA Parts, click the Parts button 6. Use the Item Search form to find items that have XX-Automobile within organization
Organization: V1 Click ok after the following message appears: APP-05197: Changing organiz
Ensure alternative region has “Item Catalog” displayed Catalog: XX-Automobile Press the tab key Name: Make Value: Name: Model Value:
Click on “Find” button to view search results Was anything returned after you clicked the “Find” button’? Why\Why not?__________________________________________________________________
Use the Item Search form to find the cross-reference part for item XX-item within organization
Click ok after the following message appears: 05197: Changing organization will clear associated queries
Ensure alternative region has “Cross References” displayed xref brown set
Did the system allow you to enter value: XX-brown set ________
______________________________________________
4. Use the Manufacturer’s Part Numbers form to find a manufacturer for part XX-item2
Items>Manufacturers’ Part Numbers>By Items
Click on “Find” button to view search results
Was anything returned after you clicked the “Find” button’?
______________________________________________
5. Use the Manufacturer’s Part Numbers form to find parts manufactured by XX-USA Parts
Items>Manufacturers’ Part Numbers> By Items
Click on “Find” button to view search results OR
Items>Manufacturers’ Part Numbers>By Manufacturers With cursor placed on USA Parts, click the Parts button
Use the Item Search form to find items that have specific descriptive elements for your catalog group,within organization V1
Click ok after the following message appears: 05197: Changing organization will clear associated queries
Ensure alternative region has “Item Catalog” displayed
Value: Honda Value: Accord LE
Click on “Find” button to view search results
ing returned after you clicked the “Find” button’? _____________
__________________________________________________________________
18
within organization M2.
USA Parts
With cursor placed on
for your catalog group,
__________________________________________________________________
7. Use the Item Search form again to find items that have group, XX-Automobile within organization
Organization: V1
Click ok after the following message appears: APP-05197: Changing organization will clear associated queries
Ensure alternative region has “Item Catalog” displayed Catalog: XX-Automobile Press the tab key Name: Make Value: Was anything returned after you clicked the “Find” button’? Why\Why not?___________________________________________________________________
LAB 10 Inventory Co What is the organization level locatorXX-organization1? __________________
Inventory>Setup>Organizations>Parameters
2. What is the locator control optionManufacturing (M1) organization? __________________
Inventory>Setup>Organizations>Subinventories
Click on the “Open” button Query Enter (F11) Name: XX-SUBINV Enter a partial value with a wildcard ( Engineer _________________ Query Enter (F11) Name: Restricted OR Enter a partial value with a wildcard ( Query Run (Ctrl F11) Restricted ____________________ Are there any locators defined for this subinventory? __________ How did you determine if there were locations _____________________________________________________________
Use the Item Search form again to find items that have a specific descriptive elementwithin organization V1
Click ok after the following message appears: 05197: Changing organization will clear associated queries
Ensure alternative region has “Item Catalog” displayed
Value: Honda
Was anything returned after you clicked the “Find” button’? _____________
___________________________________________________________________
Inventory Controls: Item Locators
locator control option for Seattle Manufacturing (M1) or your organization ____________________________
Inventory>Setup>Organizations>Parameters
locator control option for each of the following subinventories in the Seattle ____________________________
Inventory>Setup>Organizations>Subinventories
Enter a partial value with a wildcard (XX%) or your subinventories
_________________
Enter a partial value with a wildcard (Res%)
____________________
Are there any locators defined for this subinventory? __________
termine if there were locations defined?
_____________________________________________________________
19
a specific descriptive element for your catalog
___________________________________________________________________
(M1) or your organization
for each of the following subinventories in the Seattle
3. Define an item that uses locator control so you can track specific quantities of this item in specific locations in your subinventory
Items>Master Items
Item
XX-track
Click on the top Menu under “Tools” Click on “Copy From” Template: Purchased Item
Click on “Apply” and then “Done”
Click on the Alternative Region: Inventory Locator Control: Dynamic Entry Save
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign your category set to your item in both organizations. If you need help, please refer to Lab 6, step 3. Note: If you haven’t yet created Subinventory XX
Inventory>Setup>Organizations>Subinventories
Under Name enter XX-subinv Under Description Enter XX Subinventory, Status = Active Define 6 specific locations (locators) within your subinventory. This will
show a user 2 of the 3 different methods that stock locators can be Application.
Inventory>Setup>Organizations>Stock Locators Ensure you have switched organizations (if necessary)
Click on the “New” button Click on the “Edit” icon to pop the stock locator key flexfield and enter the following three segment values
Row Rack Bin
Locator: XX 101 XX
5. Define your last 3 stock locators for your subinventory.
Inventory>Setup>Organizations>Subinventories Click the “Flashlight” icon and select subinventory subinv.
Click on the “Locators” button, and enter the following stock locators:\
Define an item that uses locator control so you can track specific quantities of this item in specific
Description
Locator Controlled item
under “Tools”
Purchased Item
Click on “Apply” and then “Done”
Click on the Alternative Region: Inventory Dynamic Entry
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. assign your category set to your item in both organizations. If you need help, please refer to
d Subinventory XX-subinv you will need to do this before the next step.
Inventory>Setup>Organizations>Subinventories
Under Description Enter XX Subinventory, Status = Active
ocators) within your subinventory. This will be a two step process to 2 of the 3 different methods that stock locators can be defined to the Oracle Inventory
Inventory>Setup>Organizations>Stock Locators Ensure you have switched organizations (if necessary)
Click on the “Edit” icon to pop the stock locator key flexfield and enter the following three segment
Bin Description Subinventory Status
XX 101 Locator XX-subinv Active
5. Define your last 3 stock locators for your subinventory.
Inventory>Setup>Organizations>Subinventories Click the “Flashlight” icon and select subinventory XX-subinv OR run a query for subinventory
Click on the “Locators” button, and enter the following stock locators:
20
Define an item that uses locator control so you can track specific quantities of this item in specific
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. assign your category set to your item in both organizations. If you need help, please refer to
subinv you will need to do this before the next step.
be a two step process to defined to the Oracle Inventory
Click on the “Edit” icon to pop the stock locator key flexfield and enter the following three segment
Status
Active
run a query for subinventory XX-
Row Rack Bin
Locator: XX 102 XX
Locator: XX 103 XX
Locator: XX 104 XX
Locator: XX 105 XX
Locator: XX 106 XX
Save and return to the Navigator.
6. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item
Inventory>Transactions>Miscellaneous Transaction Date: (Accept default) Type: Miscellaneous Receipt
Click on the “Transaction Lines” button
Item Subinventory
XX-item XX-subinv
Save 7. Verify that the system performed you unit of measure conversion correctly for you receipt transaction
for item XX-item.
On-hand, Availability>On-hand Quantities Organization: M1 Item: XX-item
Click on “Find What is the Total Quantity for your item, Is this value correct? ____________________ Why? ______________________________________________________________
8. Use the Miscellaneous Transaction, Miscellaneous
controlled item. If you need help, refer to step 6.
Transactions>Miscellaneous Transaction
Date Type
XX-item Miscellaneous Receipt
Notice that the subinventory automatically defaulted for each locator enterdefining stock locators while using the Subinventories form, for a specific subinventory..
Bin Description
XX 102 Locator
XX 103 Locator
XX 104 Locator
XX 105 Locator
XX 106 Locator
Save and return to the Navigator.
Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item
Miscellaneous Transaction
Miscellaneous Receipt (use CTRL L, “List of Values” icon, or type in a partial value)
Click on the “Transaction Lines” button
UOM Quantity Account
DXX 50 <Enter Account>
Verify that the system performed you unit of measure conversion correctly for you receipt transaction
hand Quantities
What is the Total Quantity for your item, XX-item? ____________
Is this value correct? ____________________
Why? ______________________________________________________________
Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 20 units of your locator controlled item. If you need help, refer to step 6.
Transactions>Miscellaneous Transaction
Item Subinventory Locator
Miscellaneous Receipt XX-track XX-subinv XX.107.XX
Notice that the subinventory automatically defaulted for each locator entered - this is because you aredefining stock locators while using the Subinventories form, for a specific subinventory.
21
Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item XX-item
(use CTRL L, “List of Values” icon, or type in a partial value)
Verify that the system performed you unit of measure conversion correctly for you receipt transaction
Why? ______________________________________________________________
Receipt to receive 20 units of your locator
Locator
XX.107.XX
this is because you are
Did the system accept this locator? ______ Why\Why Not? _______________________________________________________________________________ Quantity: 20 Account: Use the CTRL L key or
Save 9. Define another item that is under define the subinventory (ies) the item is restricted to prior to performing a transacrestrict an item to specific locators, you must define the subinventory (ies)restricted to, prior to performing a transaction with this item. Since you have already defined 6 locators for XX-subinv you can use these locator combinations to restrict your item to.
Items>Master Items
Item Description
XX-track_r Item restricted
Click on the top Menu under “Tools” Click on “Copy From” Template: “Purchased Item”
Click on the alternative region and choose “Inventory” Locator Control: Prespecified Restricted Subinventories: Yes Restricted Locators: Yes
Save 10. Assign your item to Seattle Manufacturing (M1) Organization M1.
Save 11. To specify which subinventories and locators item cursor on org M1, and click the “Org Attributes” button
Click on the top Menu under “Tools” Click on “Item Subinventories” Place cursor on the Subinventory field and enter Subinventory: XX-subinv Place cursor on the Locators field and add the following: Locator: XX.105. XX
Save If cursor is not on a blank line under subinventory field, place curso Subinventory: FGI
Did the system accept this locator? ______
_______________________________________________________________________________
Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
. Define another item that is under restricted locator control. If you restrict subinventories, you must subinventory (ies) the item is restricted to prior to performing a transaction with this item. If you
an item to specific locators, you must define the subinventory (ies)\locator(s) the item will be prior to performing a transaction with this item. Since you have already defined 6 locators for ou can use these locator combinations to restrict your item to.
Item restricted to specific subinv and pre-specified locator.
top Menu under “Tools”
Click on the alternative region and choose “Inventory”
Yes Yes
Assign your item to Seattle Manufacturing (M1) AND assign your category set to the new item in
To specify which subinventories and locators item XX-track_r can use in organization M1, place you k the “Org Attributes” button
Click on the top Menu under “Tools”
Place cursor on the Subinventory field and enter
subinv Place cursor on the Locators field and add the following:
XX.105. XX
If cursor is not on a blank line under subinventory field, place cursor on the Subinventory field:
22
_______________________________________________________________________________
type in ‘M’ then click ‘OK’
ventories, you must ith this item. If you
he item will be prior to performing a transaction with this item. Since you have already defined 6 locators for
gory set to the new item in
can use in organization M1, place you
r on the Subinventory field:
Place cursor on the Locators field and add the following: Locator: XX.106. XX
Save
12. Use the Miscellaneous Transaction Miscellaneous Receipt to re Date: (Let default to today's date) Type: Miscellaneous Receipt (use CTRL L or “List of Values” icon to find value)
Click on the “Transaction Lines” button Item: XX-track_r Subinventory: Stores What happens? ___________________________________________________________________ WHY? __________________________________________________________________________ Subinventory: XX-subinv Locator: % <tab> to open flexfield (select Quantity: 3 Account: Use the CTRL L key or click the LOV icon
Save 13. Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application. 1. __________________________________ 2. ___________________________________________________________________________ 3. ___________________________________________________________________________
LAB 11 Inventory Controls: Item Revision
1. What is the default starting revision for the Seattle Manufacturing (M1) organization?
Setup>Organizations>Parameters
Click on the alternative region: Rev, Lot, Serial Starting Revision: ________ Remember, this is the default revision that will be added to all ite Manufacturing (M1) organization, regardless of value for the item attribute 2. Add an item that is revision controlled, wherperforming a movement or adjustment transactions.
You have just restricted item XX-track_rmovement and adjustment transactions within organization Seattle Manufacturing (M1)
Place cursor on the Locators field and add the following: XX.106. XX
Use the Miscellaneous Transaction Miscellaneous Receipt to receive 3 units of item (Let default to today's date) Miscellaneous Receipt (use CTRL L or “List of Values” icon to find value)
Click on the “Transaction Lines” button track_r
___________________________________________________________________
___________________________________________________________________
v % <tab> to open flexfield (select one of your restricted locators
Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Inventory Controls: Item Revision
1. What is the default starting revision for the Seattle Manufacturing (M1) organization?
Setup>Organizations>Parameters Click on the alternative region: Rev, Lot, Serial
Remember, this is the default revision that will be added to all items you assign to the Seattle Manufacturing (M1) organization, regardless of value for the item attribute ‘Revision Control’
Add an item that is revision controlled, where you must specify a specific revision whenever movement or adjustment transactions.
track_r to 2 specific subinventory-locator combinations for all movement and adjustment transactions within organization Seattle Manufacturing (M1)
23
ceive 3 units of item XX-track_r
Miscellaneous Receipt (use CTRL L or “List of Values” icon to find value)
___________________________________________________________________
___________________________________________________________________
locators
type in ‘M’ then click ‘OK’
Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application.
_________________________________________
___________________________________________________________________________
___________________________________________________________________________
1. What is the default starting revision for the Seattle Manufacturing (M1) organization?
ms you assign to the Seattle ‘Revision Control’
fy a specific revision whenever
binations for all movement and adjustment transactions within organization Seattle Manufacturing (M1)
Items>Master Items Item: XX-revision Description: Revision Controlled item
Click on the top Menu under “Tools” Click on “Copy From” Template: Finished Good
Click on “Apply” and then “Done”
Select alternative region - Inventory Revision Control: Enable by ‘checking’ the revision control checkbox
Save 3. Assign your new item to Seattle Manufacturing (M1) and Boston M
Then assign your category set to your item in both organizations. If you neLab 6,step 3.
Save 4. Define a second revision for item
Items>Master Items Requery item XX-revision if necessary
Click on the top Menu under “Tools” Click on “Revisions” Click on the + icon to add an other revision Revision Description B 2nd revision
Save
5. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of itemrevision A, and 10 units of XX-revision Date: Today's date Type: Miscellaneous Receipt Item: XX-revision Rev: A Subinventory: XX-subinv Quantity: 2 Account: Use the CTRL L key or click the LOV icon
Save Now, perform your Miscellaneous Receipt of 10 Item: XX-revision Rev: B
Revision Controlled item
Click on the top Menu under “Tools”
Click on “Apply” and then “Done” Inventory
Enable by ‘checking’ the revision control checkbox
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
assign your category set to your item in both organizations. If you need help, please refer to
Define a second revision for item XX-revision
if necessary
Click on the top Menu under “Tools”
Click on the + icon to add an other revision Description Effective Date 2nd revision Use today's date
Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of itemrevision revision B into subinventory XX-subinv
Miscellaneous Receipt
revision
subinv
Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Now, perform your Miscellaneous Receipt of 10 units of XX-revision revision B into XX-revision
24
anufacturing (M2) organizations.
ed help, please refer to
Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of item XX-revision
type in ‘M’ then click ‘OK’
-subinv
What happened? __________________________________________________________________ Is Revision B a valid revision for this item? ____________ Why \ Why not? ______________________________________________ If revision B is not valid for this item, is it possible to enable it? ______ How?_______________________________________________________________________________ ______________________________________________________________________ Either clear the current record and update the revision for item revision to complete the miscellaneous receipt Subinventory: XX-subinv Quantity: 10 Account: Use the CTRL L key or click the LOV icon Save
LAB 12 Inventory Controls: Lot Control
1. What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing (M1) organization?
Setup>Organizations>Parameters
Click on the alternative region “Rev, Lot, Serial” Lot Control Uniqueness: __________________________ Generation: __________________________ 2. Define an item that utilizes Lot
Items>Master Items Item: XX-200 lot Description: Lot/Shelf life controlled item Template: Purchased Item
Click on the alternative region “Inventory” Lot Expiration Control: Shelf life days Shelf life days: 200 Lot Control: Full Control Starting Prefix: XX Starting Number: 00001
Save
3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
What happened? __________________________________________________________________
Is Revision B a valid revision for this item? ____________
Why not? ________________________________________________________________
If revision B is not valid for this item, is it possible to enable it? ______
______________________________________________________________________________
______________________________________________________________________
ther clear the current record and update the revision for item XX-revision, or just accept the default revision to complete the miscellaneous receipt
subinv
Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Inventory Controls: Lot Control
What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing
Setup>Organizations>Parameters Click on the alternative region “Rev, Lot, Serial”
__________________________
__________________________
Define an item that utilizes Lot Control, and always has a shelf life expiration date of 200 days.
Lot/Shelf life controlled item Purchased Item
Click on the alternative region “Inventory”
life days 200 Full Control XX 00001
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
25
What happened? __________________________________________________________________
__________________
______________________________________________________________________________
____________________________________________________________________________________
or just accept the default
type in ‘M’ then click ‘OK’
What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing
Control, and always has a shelf life expiration date of 200 days.
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
Then assign your category set to your item in both organizations. If you need help, please Lab 6,step 3.
Save 4. Use the Miscellaneous Transac
subinventory Date: Today's date Type: Miscellaneous Receipt Item: XX-200 lot Subinventory: XX-subinv Enter Lot #: B00XX00 Was the expiration date filed automatically How does the system know when your item’s lot will expire? ____________________________________
Is there a way to allow a user to specify the EXACT expiration date for a partlot controlled? ________________
How? __________________________________________________________________________ Quantity: 20 Account: Use the CTRL L key or click the LOV icon
Save 5. Receive another 5 units of item to partially generate lot numbers for you Item: XX-200 lot Subinventory: XX-subinv Quantity: 5 Account: Use the CTRL L key or click the LOV icon
Click on the “Lot\Serial” button With the cursor placed in the Lot field, enter (Use Control Down Arrow to create new rows) Lot Number: XXLotXX Quantity: 3 Press the TAB key twice Quantity: 1 Press the TAB key twice Quantity: 1
Click on the “Done” button
Save
assign your category set to your item in both organizations. If you need help, please
Use the Miscellaneous Transaction form to receive 20 units of item XX-200 lot into your
Today's date Miscellaneous Receipt
subinv
Was the expiration date filed automatically populated? ______________
How does the system know when your item’s lot will expire?
____________________________________
Is there a way to allow a user to specify the EXACT expiration date for a particular item if the item is _________
__________________________________________________________________________
Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Receive another 5 units of item XX-200 lot into subinventory XX-subinv, allowing the system to partially generate lot numbers for you.
subinv
Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
With the cursor placed in the Lot field, enter (Use Control Down Arrow to create new rows)
26
assign your category set to your item in both organizations. If you need help, please refer to
into your
icular item if the item is
__________________________________________________________________________
allowing the system
type in ‘M’ then click ‘OK’
With the cursor placed in the Lot field, enter (Use Control Down Arrow to create new rows)
6. If you were complete another receiving transaction for item would the next lot number generated by the M1?) ____________________________________________________________________________
LAB 13 Inventory Controls 1. What are the serial number uniqueness and generation control options for the Seattle Manufacturing
(M1) organization?
Setup>Organizations>Parameters
Click on the alternative region “Rev, Lot, Serial” Serial Control Uniqueness: _____________________ Generation: _____________________
2. Define an item that is under predefined serial number control. If you do not have any system
generated serial numbers for this item, you will not be able to item.
Items>Master Items Item: XX-serial_p Desc: Predefined Serial Numbers Template: XX_Sell
Click on the alternative region: Inventory Serial Generation: Predefined Starting Prefix: XX Starting Number: 00001
Save 3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2)
organizations, or your organization XX Then assign your category set to your item in these organizations. If you neLab 6,step 3.
Save 4. Define another item that is under serial number control, using the option at receipt:
Notice that as you tabbed out of the lot field, the lot numbers that were addedsequential values, based upon the settings in the organization parameters form and tset for the organization items, and that the first lot number generated by the systemattributes starting prefix and number, for your item,
If you were complete another receiving transaction for item XX-200 lot in organization M1next lot number generated by the system be? (Hint: What is the lot generation set to for
____________________________________________________________________________
Inventory Controls: Item Serial numbers
What are the serial number uniqueness and generation control options for the Seattle Manufacturing
Setup>Organizations>Parameters
Click on the alternative region “Rev, Lot, Serial”
_____________________
_____________________
Define an item that is under predefined serial number control. If you do not have any systemserial numbers for this item, you will not be able to perform any transactions utilizing this
Predefined Serial Numbers
Click on the alternative region: Inventory
Predefined
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) , or your organization XX-organization1.
assign your category set to your item in these organizations. If you need help, please refer to
Define another item that is under serial number control, using the option at receipt:
Notice that as you tabbed out of the lot field, the lot numbers that were added to the system were values, based upon the settings in the organization parameters form and torganization items, and that the first lot number generated by the system came from the item
nd number, for your item, XX-200 lot
27
in organization M1, what Hint: What is the lot generation set to for
____________________________________________________________________________
What are the serial number uniqueness and generation control options for the Seattle Manufacturing
Define an item that is under predefined serial number control. If you do not have any system-perform any transactions utilizing this
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2)
help, please refer to
Define another item that is under serial number control, using the option at receipt:
to the system were values, based upon the settings in the organization parameters form and the item attributes
came from the item
Item: XX-serial_r Desc: Serial numbers entered at receipt
Click on the top Menu under “Tools” Click on “Copy From” Item: XX-serial_p
Click on the alternative region: Inventory Serial Generation: At Receipt Starting Prefix: AXX Starting Number: 00001
Save 5. Predefine 20 serial numbers for item utilizing this item.
ON-HAND, AVAILABILITY>GENERATE SERIAL NUMBERS Item: XX-serial_p Quantity: 20
Click on the “Submit” button, then ‘No’ to submit another request Monitor your concurrent request id: (From the Menu,
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” button or use the single request function ****DO NOT proceed to step 6 until your concurrent request has completed normally!!! 6. Perform a Miscellaneous Receipt to receive 5 units of item serial_r into your subinventory
Transactions>Miscellaneous Transaction Date: Today's date Type: Miscellaneous Receipt Source: (your name) Account: <enter account information>
Click on the “Transaction Lines” button Item: XX-serial_p Subinventory: XX-subinv Quantity: 1
Click on the “Lot/Serial” button Click on the “List of Values” icon (CTRL L)
Click the “Find” button Choose the first available serial number
Click on the “Done” button Add new record OR use the CTRL and DOWN arrow key Item: XX-serial_p
Serial numbers entered at receipt
Click on the top Menu under “Tools”
Click on the alternative region: Inventory
At Receipt
Predefine 20 serial numbers for item XX-serial_p, so you will be able to perform transacti
HAND, AVAILABILITY>GENERATE SERIAL NUMBERS
Click on the “Submit” button, then ‘No’ to submit another request - Monitor your concurrent request id: (From the Menu, chose Help >View my requests
Click on the “Find” button or use the single request function DO NOT proceed to step 6 until your concurrent request has completed normally!!!
Perform a Miscellaneous Receipt to receive 5 units of item XX-serial_p and 50 units of item
Transactions>Miscellaneous Transaction
Miscellaneous Receipt
<enter account information>
Click on the “Transaction Lines” button
serial_p subinv
Click on the “List of Values” icon (CTRL L)
Choose the first available serial number
use the CTRL and DOWN arrow key
serial_p
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rm transactions
chose Help >View my requests
DO NOT proceed to step 6 until your concurrent request has completed normally!!!
and 50 units of item XX-
Subinventory: XX-subinv Quantity: 4
Click on the “Lot/Serial” button With your cursor in the Serial number field, type “%” and then hit the tab key
Choose the first available serial number
Click on the “Done” button
Save Now, perform your Miscellaneous Receipt to receive 50 units of item
Item: XX-serial_r Subinventory: XX-subinv Quantity: 2
Click on the “Lot/Serial” button Click the “Individual” radio button Serial Number: XX00XX Serial Number: XX01XX
Click on the “Done” button Add new record OR use the CTRL and DOWN arrow key Item: XX-serial_r Subinventory: XX-subinv Quantity: 48
Click on the “Lot/Serial” button Serial Number: 01XX
Save Why didn’t you manually have to enter an account for these transactions? ________________________________________________________________________________
Notice how you now have a list of values immediately, as opposed to havinand then hit the ‘Find” button as in the previous example Notice how the system calculates fact that the ‘serial number entry mode ‘radial button’ is set to “Ranges” numbers that were not sequential, change the serial number entry mode ‘radial buttand then you can select individual serial numbers.
Notice that you were able to enter specific serial
subinv
Click on the “Lot/Serial” button Serial number field, type “%” and then hit the tab key
Choose the first available serial number -
Now, perform your Miscellaneous Receipt to receive 50 units of item XX-serial_r
serial_r subinv
Click the “Individual” radio button
use the CTRL and DOWN arrow key
serial_r subinv
Why didn’t you manually have to enter an account for these transactions?
________________________________________________________________________________
Notice how you now have a list of values immediately, as opposed to having to click the LOV button then hit the ‘Find” button as in the previous example
Notice how the system calculates the ‘to’ serial number based upon the transaction quantity and the fact that the ‘serial number entry mode ‘radial button’ is set to “Ranges” - if you wanted to enter serial numbers that were not sequential, change the serial number entry mode ‘radial buttand then you can select individual serial numbers.
Notice that you were able to enter specific serial numbers individually or by specifying a starting number.
29
Serial number field, type “%” and then hit the tab key-
________________________________________________________________________________
g to click the LOV button
’ serial number based upon the transaction quantity and the if you wanted to enter serial
numbers that were not sequential, change the serial number entry mode ‘radial button’ to “Individual”,
numbers individually or by specifying a starting number.
7. Verify that the system updated your serial number statuses for item
On-hand, Availability>Serial Numbers Item: XX-serial_p
Click the “Find” button Review the status for your serial numbers for item review our serial numbers you just received.
Query Enter (F11) Item: XX-serial_r Query Run (Ctrl F11)
Review the status for your serial numbers for item review your serial numbers you just received.
LAB 14 Creating Custom Transaction Source Create custom transaction source types and transaction types to track your doyour company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a local charity once a year. You will need to perform a “subinventory transfer” to move the stocksubinventory to the charity (donation) subinventory, and then perform an “issue from stores” to ship your items to the charity. Set up a new subinventory in organization M1 called XXhaving trouble. 2. Define a new transaction source type.
Setup>Transactions>Source Types Switch to User Defined Tab Name Description XX-CHARITIES XX's Charity
Save 3. Define 2 new transaction types for your transaction source type
Setup>Transactions>Types
Under atl region “User Defined Name Description XX-HOLD-CHARITY Hold for Charity XX-ISSUE-CHARITY Issue to Charity
Save 4. Create 2 new Transaction Reason Codes to track all your charity movement transactions in your
organization
Setup>Transactions>Reasons Add a record Name Description
Verify that the system updated your serial number statuses for item XX-serial_p and
hand, Availability>Serial Numbers serial_p
Review the status for your serial numbers for item XX-serial_p - toggle to alt region “Status” and review our serial numbers you just received.
Review the status for your serial numbers for item XX-serial_p - toggle to alt region “Status” and review your serial numbers you just received.
Creating Custom Transaction Sources\Types
Create custom transaction source types and transaction types to track your donations to charity. It is company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a local charity
perform a “subinventory transfer” to move the stock from your charity (donation) subinventory, and then perform an “issue from stores” to ship your
Set up a new subinventory in organization M1 called XX-Donate - refer to lab 1, step 4, if you are
2. Define a new transaction source type.
Setup>Transactions>Source Types
Description Validation TypeXX's Charity Transactions None
3. Define 2 new transaction types for your transaction source type XX-CHARITIES
User Defined”, add a 2 new transaction types.
Description Action Hold for Charity Subinventory Transfer Issue to Charity Issue from stores
Create 2 new Transaction Reason Codes to track all your charity movement transactions in your
Setup>Transactions>Reasons
Description
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and XX-serial_r
toggle to alt region “Status” and
toggle to alt region “Status” and
nations to charity. It is company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a local charity
from your charity (donation) subinventory, and then perform an “issue from stores” to ship your
refer to lab 1, step 4, if you are
Validation Type
Create 2 new Transaction Reason Codes to track all your charity movement transactions in your
XX-DONATION Donate to Charity XX-CHARITY-HOLD Hold for Charity
Save 5. You just received a call from your supervisor informing you that the company is going to donate 1
item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item
your subinventory into the subinventory
Inventory>Setup>Organizations>Subinventories
Under Name enter XX-Donate Under Description Enter XX Subinventory, Status = Active
Transactions>Subinventory Transfer Date: Today's date Type: XX-HOLD-CHARITY Source: (your name)
Click on the “Transaction Lines” button Item: XX-item Subinventory: XX-subinv To Subinv: XX-Donate Quantity: 1 Reason: XX-CHARITY
Save 5. Now, perform your issue to a charity.
Transactions> Miscellaneous Transaction
Date: Today's date Type: XX-ISSUE- Source: Goodwill
Click on the “Transaction Lines” button Item: XX-item Subinventory: XX-Donate Quantity: 1 Account: Use the CTRL L key or click the LOV icon Reason: XX-DONATION
Save
LAB 15 Performing Inventory Transactions
1. Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are having problems, refer to one of the previous labs (lab 10 thru 14)
Note: If you haven’t yet created Subinventory XX
Donate to Charity Hold for Charity
You just received a call from your supervisor informing you that the company is going to donate 1 item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item
your subinventory into the subinventory XX-Donate.
Inventory>Setup>Organizations>Subinventories
Under Description Enter XX Subinventory, Status = Active
Transactions>Subinventory Transfer Today's date
CHARITY (your name)
Click on the “Transaction Lines” button
subinv Donate
CHARITY-HOLD
Now, perform your issue to a charity.
Transactions> Miscellaneous Transaction
Today's date -CHARITY
Click on the “Transaction Lines” button
Donate
Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’ DONATION
Performing Inventory Transactions
Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are having problems, refer to one of the previous labs (lab 10 thru 14)
: If you haven’t yet created Subinventory XX-Donate you will need to do this before the next step.
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You just received a call from your supervisor informing you that the company is going to donate 1 item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item XX-item from
Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are
Donate you will need to do this before the next step.
(This will be in preparation of our Physical Inventory and Cycle Count labs)
Date: Today's date Type: Miscellaneous Receipt Source: (your name) Account: <enter account information>
Item Subinventory
XX-Item XX
XX-200 lot XX
XX-serial_r XX
XX-track XX
XX-200 lot XX
XX-track_r XX
XX-serial_p XX
If you cannot find an item listed above, then simply select another classmates similar item
(Eg. If you cannot find 03-serial_r,
Save 2. The Boston Manufacturing (M2) has just notified you that it is short 10 pieces of
have already received 500 into your subinventory in M1, 10 of them to Boston Manufacturing.
Transactions>Inter-organization Transfer Date: Today's date To Org: Boston Manufacturing Type: Inventory intransit shipment Containers: 1 Source: (your name) Shipment Number: XX999 Expected Receipt Date: Today’s Date
Click on ''Transaction Lines” button Item: XX-item Can you use this item? __________ Why\Why Not? ________________________________________________________________________________
IMPORTANT - when you save your 7 missing lots, serial number, locators. (performed). Provide the additional information required to complete transaction processing.
(This will be in preparation of our Physical Inventory and Cycle Count labs)
Today's date Miscellaneous Receipt (your name) <enter account information>
Subinventory Loc Lot Serial
XX-subinv
XX-subinv ???
XX-subinv ???
XX-subinv ???
XX-subinv ???
XX-subinv ???
XX-subinv ???
If you cannot find an item listed above, then simply select another classmates similar itemserial_r, then look for 02-serial_r or 04-serial_r).
The Boston Manufacturing (M2) has just notified you that it is short 10 pieces of XXhave already received 500 into your subinventory in M1, use the Inter-organization Transfer to send 10 of them to Boston Manufacturing.
organization Transfer
Today's date Boston Manufacturing Inventory intransit shipment
(your name)
Today’s Date
Click on ''Transaction Lines” button
__________
________________________________________________________________________________
when you save your 7 transaction lines watch for missing inventory controls such asissing lots, serial number, locators. (CURSOR is normally placed on line in error after a save is
). Provide the additional information required to complete transaction processing.
32
Qty
10
15
1
10
2
10
3
If you cannot find an item listed above, then simply select another classmates similar item
XX-item. Since you organization Transfer to send
________________________________________________________________________________
transaction lines watch for missing inventory controls such as CURSOR is normally placed on line in error after a save is
). Provide the additional information required to complete transaction processing..
Clear the current Inter-organization Transfer information and return to items window, assign item XX-
3. Use the Inter-organization Transfer to send 10 units of
Transactions>Inter-organization Transfer Date: Today's date To Org: Boston Manufacturing Type: Inventory intransit shipment Containers: 1 Source: (your name) Shipment: XX999 Expected Receipt Date: Today’s Date Subinventory: XX-subinv To Subinventory: Stores Tab to Quantity: 10 Will there be any transfer charges? _______________ What will they be? _______________ Is the information correct? _______________ Save 4. The Inventory Manager in Boston Manufacturing has been notified that the iarrived. Change organizations to Boston Manufacturing and do a receipt transaction for shipment number XX999.
Change organization - MRP
Click on the “Change Organization” button, then Click on Boston Manufacturing (M2), then Click ok Close windows and return to the Navigator. Receive the intransit shipment for Boston Manufacturing.
Transactions>Receiving>Receipts Click on the Shipment Number and enter
Click on the “Find” button Close the Receipt Header Window Click on the check box to the far left (in front of the quantity field) for your interorg transfer. Change the quantity field to 10
Save 5. Deliver the shipment XX999 to Boston Manufacturing, subinventory
Transactions>Receiving>Receiving Transactions
Click on the “Find” button Click on the check box in front of the quantity field and then tab to verify subinventory=
Save 6. Verify your receiving transaction by viewing the
organization Transfer information and return to the Navigator, from the master -item to M2- Boston Manufacturing
organization Transfer to send 10 units of XX-item to Boston Manufacturing.
organization Transfer
Today's date Boston Manufacturing Inventory intransit shipment
(your name) XX999 Today’s Date
subinv
Will there be any transfer charges? _______________ What will they be? _______________
Is the information correct? _______________
4. The Inventory Manager in Boston Manufacturing has been notified that the intransit shipment has Change organizations to Boston Manufacturing and do a receipt transaction for shipment
Click on the “Change Organization” button, then Click on Boston Manufacturing (M2), then Click okwindows and return to the Navigator.
Receive the intransit shipment for Boston Manufacturing.
Transactions>Receiving>Receipts Click on the Shipment Number and enter XX999
Close the Receipt Header Window after it is returned
to the far left (in front of the quantity field) for your interorg transfer.10 (If need be)
Deliver the shipment XX999 to Boston Manufacturing, subinventory Stores.
Transactions>Receiving>Receiving Transactions
in front of the quantity field and then tab to verify subinventory=
Verify your receiving transaction by viewing the transactions
33
the Navigator, from the master
to Boston Manufacturing.
ntransit shipment has Change organizations to Boston Manufacturing and do a receipt transaction for shipment
Click on the “Change Organization” button, then Click on Boston Manufacturing (M2), then Click ok
to the far left (in front of the quantity field) for your interorg transfer.
in front of the quantity field and then tab to verify subinventory=Stores
Transactions>Receiving>View Receiving Transactions You can use either of the following fields to limit your search, or any combination you wish: Source Type: Internal Supplier: Seattle Manufacturing (M1) Shipment Number: XX999 Item: XX-item Is you receipt listed? ____________ 7. Verify your On Hand Quantity is available for transactions.
On-hand, Availability>On-hand Quantities Item: XX-item Subinventory: Stores
Click on the “Find” button Is you On hand Quantity correct? ___________
LAB 16 Return Material Authorizations (RMA’s) Ensure you are in organization Seattle Manufacturing First we must create a Purchase Order to use for the RMA
Purchasing > Purchase Orders > Purchase Orders Under Supplieru use 1005, American Telephone and TelegraphEnsure there is a Supplier Site Under Item, RD-ITEM Quatnity 5, Price 10 Enter Need by Date, Enter today’s date Save (Control S) Click Approve, Submit for Approval, Click OK Check under View, Requests that the Request submitted properly.
Inventory > Transactions > Receiving > Receipts Enter Purchase Order, Go to Lines and check Save (Control S) Note the Receipt Number 1. Receive an RMA
Transactions>Receiving> Returns Enter the the Purchase Order Number or Receipt Number
Transactions>Receiving>View Receiving Transactions You can use either of the following fields to limit your search, or any combination you wish:
Seattle Manufacturing (M1)
____________
Verify your On Hand Quantity is available for transactions.
hand Quantities
Is you On hand Quantity correct? ___________ Qty ____________
Return Material Authorizations (RMA’s)
Ensure you are in organization Seattle Manufacturing – M1
Order to use for the RMA
Purchasing > Purchase Orders > Purchase Orders
Under Supplieru use 1005, American Telephone and Telegraph
day’s date
Click Approve, Submit for Approval, Click OK
Check under View, Requests that the Request submitted properly.
Inventory > Transactions > Receiving > Receipts
Enter Purchase Order, Go to Lines and check the white box on the left for the line item
Transactions>Receiving> Returns
Enter the the Purchase Order Number or Receipt Number
34
You can use either of the following fields to limit your search, or any combination you wish:
Click on “Find” Button
Click on the “Transaction Lines” button Line number: (List of Values CTRL L or enter your RMA number) Subinventory: 01-Subinv Return to, Use the Supplier you used Quantity: (enter quantity you Inspected) Reason: COMPdamage
) Save
LAB 17 First we must create a Purchase Order to use for the PO Receivin
Purchasing > Purchase Orders > Purchase Orders Under Supplier use 1005, American Telephone and TelegraphEnsure there is a Supplier Site Under Item, RD-ITEM Quantity 5, Price 10 Enter Need by Date, Enter today’s date Save (Control S) Click Approve, Submit for Approval, Click OK Check under View, Requests that the Request submitted properly.
Inventory > Transactions > Receiving > Receipts Enter Purchase Order, Go to Lines and check the white box Save (Control S) Note the Receipt Number
1. You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be entered into the system before items can actually be placed (received) into in
Change organizations to Seattle Manufacturing (M1) and perform the receipt transaction.
Transactions>Receiving>Receipts Purchase Order: 90XX
Click on the “Find” button
If you receive the message: “The currently entered RMA quantity receipt quantity is greater than the total RMA quantity - Just click OK
on the “Transaction Lines” button Line number: (List of Values CTRL L or enter your RMA number)
Return to, Use the Supplier you used Quantity: (enter quantity you Inspected)
Receiving Transactions
First we must create a Purchase Order to use for the PO Receiving Transaction
Purchasing > Purchase Orders > Purchase Orders
use 1005, American Telephone and Telegraph
Enter Need by Date, Enter today’s date
Click Approve, Submit for Approval, Click OK
Check under View, Requests that the Request submitted properly.
Inventory > Transactions > Receiving > Receipts
Enter Purchase Order, Go to Lines and check the white box on the left for the line item
You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be entered into the system before items can actually be placed (received) into inventory.
Change organizations to Seattle Manufacturing (M1) and perform the receipt transaction.
>Receiving>Receipts
The currently entered RMA quantity receipt quantity is greater than the Just click OK - YOU are allowed to over-receive RMA’s
35
You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be ventory.
Change organizations to Seattle Manufacturing (M1) and perform the receipt transaction.
The currently entered RMA quantity receipt quantity is greater than the
Close the “Receipt Header'' windowClick on the check box, which is left of the Quantity field
Save 2. The Standard PO line is now ready to be delivered to
Transactions>Receiving>Receiving Transactions Source Type: Supplier Purchase Order: 90XX
Click on the “Find” button Click on the Check box left of the quantity field. Tab to subinventory: Stores
Save 3. Check the results of your transactions by viewing the transaction history and then verify the on hand
quantities.
Transactions>Material Transactions Accept the default dates Tab to the subinventory field and enter:
Click on the “Find” button The first view is of the location information.
Click on the alternative region: What does the source field represent? ____________________________ Does it change for different types of transactions? _______________
On-hand, Availability>On-hand Quantities Item: AS18947 Subinventory: Stores Click on the “Find” button Is the qty correct? __________
If you had not delivered your standard line into a subinventory, would you be able to view the on hand quantity here? ____________ Why? _______________________________________
What menu path would you use to find receiving transactions? ____________________________________________
Lab 18 1. Define 3 ABC classes to use for your ABC compilation. (
ABC Codes>ABC Classes Click on the + icon to add a new class,
use the down key to get to the first blank line, or use the mouse andblank line
Close the “Receipt Header'' window , which is left of the Quantity field
The Standard PO line is now ready to be delivered to Stores subinventory.
Transactions>Receiving>Receiving Transactions
Supplier 90XX
Click on the Check box left of the quantity field. Stores
Check the results of your transactions by viewing the transaction history and then verify the on hand
Transactions>Material Transactions
Tab to the subinventory field and enter: Stores
The first view is of the location information. Click on the alternative region: “Transaction Type”
What does the source field represent? ____________________________
Does it change for different types of transactions? _______________
hand Quantities
Is the qty correct? __________ If you had not delivered your standard line into a subinventory, would you be able to view the on hand quantity here? ____________
Why? _______________________________________
u path would you use to find receiving transactions?
____________________________________________
ABC Analysis
1. Define 3 ABC classes to use for your ABC compilation. (Ensure you are in organization M1
Click on the + icon to add a new class, OR use the down key to get to the first blank line, or use the mouse and place your cursor on the first
36
Check the results of your transactions by viewing the transaction history and then verify the on hand
If you had not delivered your standard line into a subinventory, would you be able to view the on
Ensure you are in organization M1)
place your cursor on the first
Class Name: XX-Class A Description: My class A items
Click on the + icon to add a new class, or use the down key to get to the next blank line Class Name: XX-Class B Description: My class B items
Click on the + icon to add a new class, or use the down key to get to the next blank line Class Name: XX-Class C Description: My class C items
Save 2. ‘Rank’ or sequence the items in your subinventory by
ABC Codes>ABC Compiles
Click on the “New” button Name: XX-COMPILE Description: XX's Compile Content Scope: Subinventory Subinventory: XX-subinv Valuation Scope: Subinventory Criterion: Current on hand quantity Cost type: Frozen
Click on the “Compile” button
Click on the “OK” button for the caution pop up bo APP-05209: Concurrent request xxxxx submitted * * PRINT COMPILE RESULTS
Click on the “OK” button for the caution pop up box: APP-05209: Concurrent request xxxxx submitted
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” button Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:
Click on the “View Output” button to
Close all windows and return to the Navigator 3. Create an ABC group for your XX
your items to your ABC classes. This ABC group will automatic
Notice the sequence numbers that have been assigned to each igenerated are based upon the compile options you chose subinventory. The lowest sequence number (1) has been assigned to the item in your subinventory with the highest on hand quantity, and the highest sequence nin your subinventory with the lowest on hand quantity.
Class A My class A items
a new class, or use the down key to get to the next blank lineClass B
My class B items
Click on the + icon to add a new class, or use the down key to get to the next blank lineClass C class C items
2. ‘Rank’ or sequence the items in your subinventory by “current on hand quantity”
COMPILE XX's Compile Subinventory
subinv
Subinventory Current on hand quantity
Click on the “OK” button for the caution pop up box: 05209: Concurrent request xxxxx submitted
* * PRINT COMPILE RESULTS --- YES *
Click on the “OK” button for the caution pop up box: 05209: Concurrent request xxxxx submitted
Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:
Click on the “View Output” button to view the “ABC Descending Value Report” Exit file
Close all windows and return to the Navigator
XX-COMPILE, assign your ABC classes to this group, and then assign your items to your ABC classes. This ABC group will automatically have all items that were compiled
otice the sequence numbers that have been assigned to each item. These sequence numbers generated are based upon the compile options you chose - “current on hand quantity” and specific
The lowest sequence number (1) has been assigned to the item in your subinventory highest on hand quantity, and the highest sequence number (x) has been assigned to the item
your subinventory with the lowest on hand quantity.
37
a new class, or use the down key to get to the next blank line
Click on the + icon to add a new class, or use the down key to get to the next blank line
Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:
view the “ABC Descending Value Report” Exit file
, assign your ABC classes to this group, and then assign ally have all items that were compiled
tem. These sequence numbers “current on hand quantity” and specific
The lowest sequence number (1) has been assigned to the item in your subinventory been assigned to the item
by the system when you generated your ABC compile because you are linking your ABC group to your compile.
ABC Codes>ABC Assignment Groups Click on the + icon to add a new group name Group Name Compile Name XX-GROUP XX-COMPILE
Save (Ctrl S) - Note: Make sure the cursor is highlighting YOUR new group name before proceeding
Click on the “Group Classes” button to add your ABC classes to your group Priority Class Name 1 XX-Class A 2 XX-Class B 3 XX-Class C
Save (Ctrl S) Close window ABC group class Assignments window.
Click on the “Assign Items” button to assign items within your compile to the specific ABC classes you linked to your ABC group.
Class Seq XX-Class A 2 XX-Class B 3 XX-Class C ? What was the sequence number assig Why was this sequence number assigned to ________________________________________________________________________________
Are there other ways (besides assigning sequence numbers to ABC classeABC compile to an ABC group?
________________________________________________________________________________
Save Concurrent program “Define ABC Assignments” is then initiated normally before proceeding. Concurrent request id ________________
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” button or use single request and enter your request id
When the request Define ABC assignments completes normalwindow and requery your ABC Assignment group
Click on the “Update items” button to change the system generated because you would like to can change one of the items assigned to Class A to Class B
by the system when you generated your ABC compile because you are linking your ABC group to
ABC Codes>ABC Assignment Groups Click on the + icon to add a new group name
Compile Name COMPILE
Note: Make sure the cursor is highlighting YOUR new group name before proceeding
Click on the “Group Classes” button to add your ABC classes to your group
Class B
Save (Ctrl S) Close window ABC group class Assignments window.
Click on the “Assign Items” button to assign items within your compile to the specific ABC classes
What was the sequence number assigned to XX-Class C? __________ Why was this sequence number assigned to XX-Class C?
________________________________________________________________________________
Are there other ways (besides assigning sequence numbers to ABC classes) to assicompile to an ABC group?
________________________________________________________________________________
Concurrent program “Define ABC Assignments” is then initiated - wait until this request completes
Concurrent request id ________________
Click on the “Find” button or use single request and enter your request id
When the request Define ABC assignments completes normally, close the ABC Assign Items and requery your ABC Assignment group
Click on the “Update items” button to change the system generated item-class assignments, would like to can change one of the items assigned to Class A to Class B
38
by the system when you generated your ABC compile because you are linking your ABC group to
Note: Make sure the cursor is highlighting YOUR new group name before proceeding
Save (Ctrl S) Close window ABC group class Assignments window.
Click on the “Assign Items” button to assign items within your compile to the specific ABC classes
________________________________________________________________________________
s) to assign items from an
________________________________________________________________________________
wait until this request completes
ly, close the ABC Assign Items
class assignments, would like to can change one of the items assigned to Class A to Class B
Highlight the item you wish to change classes for, and simply update the class by entering a new value or by using the LOV icon to select a new class (while your cursor is in the class field) Save
Lab 19 1. Define a cycle count header and initialize it with the ABC compile group,
unscheduled entries. Approve out of tolerances only and choose the daily option for running the Automatic Scheduler.
Counting>Cycle Counting>Cycle Counts
Click on the “New” button Name: XX Description: XX's Cycle Count Adjustment Account: Use the CTRL L key or click the LOV icon Count Subinventories: Specific Subinventory: XX
Alternative Region: Control, Scope Late Days: 1 Unscheduled Entries: Yes Display System Qty: Yes Automatic Recounts: Click the check box Maximum: 1
Alternative Region: Serial Control, Schedule Serial Control Option Multiple Per Request Auto Schedule: Click the Frequency: Daily Count Zero Quantity: Click the check box
Save (Ctrl S)
Alternative Region: Adjustments, ABC Approval Required: If out of Tolerance Qty 5% 5% Adjust. Value 5 5 Hit/Miss 10% 10% ABC Initialization Group: XX-GROUP Option: (Re) Initialize
Save (Ctrl S) Write down your concurrent request id __________________ (OK)
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” or use the single request option
When your concurrent request id has completed with a status of Normal, close the request window and continue to the next step
While the Cycle Count header form is displayed, requery your cycle count you just created 2. Update your cycle count with y
Click on “Classes” button, and update your counts per year for each class Name Counts per year
Highlight the item you wish to change classes for, and simply update the class by entering a new value or by using the LOV icon to select a new class (while your cursor is in the class field)
Cycle Counting
ader and initialize it with the ABC compile group, XX-GROUPunscheduled entries. Approve out of tolerances only and choose the daily option for running the
Counting>Cycle Counting>Cycle Counts
XX-CYCLE-COUNT XX's Cycle Count Use the CTRL L key or click the LOV icon - type in ‘Ph’ then click ‘OK’ Specific XX-subinv
ol, Scope
Yes Yes Click the check box -
Alternative Region: Serial Control, Schedule Multiple Per Request Click the check box Daily Click the check box
Alternative Region: Adjustments, ABC If out of Tolerance
5%
10%
GROUP (Re) Initialize
Write down your concurrent request id __________________ (OK)
Click on the “Find” or use the single request option
When your concurrent request id has completed with a status of Normal, close the request window
While the Cycle Count header form is displayed, requery your cycle count you just created
2. Update your cycle count with your ABC classes
Click on “Classes” button, and update your counts per year for each class
Counts per year Approval Variance/Quantity %
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Highlight the item you wish to change classes for, and simply update the class by entering a new value or
GROUP. Enable unscheduled entries. Approve out of tolerances only and choose the daily option for running the
’ then click ‘OK’
When your concurrent request id has completed with a status of Normal, close the request window
While the Cycle Count header form is displayed, requery your cycle count you just created
XX-Class A 225 XX-Class B 75 XX-Class C 50
Save 4. Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle
counts.
Click on the top Menu under “Tools” Select “Perform Full Cycle Count” Click on the Parameters field for Name Gen. AutoSched Gen. CycleCountReg. Cycle Count Listing Click on the “Submit” button, then click no to submit another request
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” or use the single request option When the program name CYCLE COUNT LISTING has completed normally, then
Click on the “View Output” button The CYCLE COUNT LISTING being run, due to you setting the Late Days option to 1.
5. Enter cycle count entries for your cycle count,
Counting>Cycle Counting>Cycle Count Entries Cycle Count: XX-CYCLE
Click on the “Find” button Find all open count requests =
Enter quantities: (Note: if you change the region to Enter several counts out of tolerance and make the rest of the counts entered match the system quantity.
Note: If you have data on the output of the report you have successfully generated an 'Automatic Cycle Count' process. If the previous step was successful, close all windows Navigator. If not, please ask for assistance.
This compile will then be used to assign your items to specific ABC you will be defining.
225 2
Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle
Click on the top Menu under “Tools”
Select “Perform Full Cycle Count” - This is a request set composed of 3 concurrent prograClick on the Parameters field for each request to get the popup window for parameter inputs
Parameters Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Ensure that you check the ‘save’ box for this report ONLY.
Click on the “Submit” button, then click no to submit another request
Click on the “Find” or use the single request option
When the program name CYCLE COUNT LISTING has completed normally, then
Click on the “View Output” button
contains items that must be counted within 1 day of the scheduler due to you setting the Late Days option to 1.
Enter cycle count entries for your cycle count, XX-CYCLE-COUNT (Keep the quantities reasonable
Counting>Cycle Counting>Cycle Count Entries CYCLE-COUNT
Find all open count requests = YES
(Note: if you change the region to “Adjustments” you can see the system generated quantity.)
Enter several counts out of tolerance and make the rest of the counts entered match the system
Note: If you have data on the output of the report you have successfully generated an 'Automatic Cycle Count' process. If the previous step was successful, close all windows and return to the Navigator. If not, please ask for assistance.
This compile will then be used to assign your items to specific ABC class within an ABC group
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Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle
This is a request set composed of 3 concurrent programs. to get the popup window for parameter inputs
Ensure that you check the ‘save’ box for this report ONLY.
When the program name CYCLE COUNT LISTING has completed normally, then
ay of the scheduler
Keep the quantities reasonable)
“Adjustments” you can see the system generated quantity.)
Enter several counts out of tolerance and make the rest of the counts entered match the system
Note: If you have data on the output of the report you have successfully generated an 'Automatic and return to the
class within an ABC group
For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on lower portion of the cycle count entries screen) (ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header level tolerance of + or -5%, but not the class A tolerance of + or
For serial items that appear on your cycle count, after entering a count for thatbutton and click the “All Present” button if you do not want to perform an adjustment, otherwise, “unclick” the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serial number details for this request” Once you have entered a count for each item on the cycle count entries form,
Save (Ctrl S)
Click then “Ok” button when the note “Adjustments process 6. Approve, reject or recount your cycle count entries for your cycle count; XX
Counting>Cycle Counting>Approve Counts Cycle Count: XX-CYCLE
Click on “Find” button Query counts pending approval only?
7. Recount any of your cycle count items that have a status of ‘recounted’
Counting>Cycle Counting>Cycle Count Entries Cycle Count: XX-CYCLE
Click on the “Find” button Find all open count requests =
Enter quantities:
Save 8. Approve, reject or recount your cycle count entries for your cycle count;
Counting>Cycle Counting>Approve Counts Cycle Count: XX-CYCLE
Click on “Find” button Query counts pending approval only?
Notice counts that were entered which matched system quantities are tagged as “approved” and that counts that are “out of tolerance” artolerance but not the same quantity that the system has, then status of the adjustment is approved due to the cycle count option for approval being set to “If out of tolerance” “Always”, then each count within tolerance but not the same quantity as the system, you would eitneed to approve, reject or recount the item (if recounts were allowed). If you do not have any couwith an approval status of ‘recount
Notice the counts just entered for recount have factthat automatic recounts were enabled for your cycle count, and the maxiwas set to 1. If you had entered items’ that were recounted and still not with tolerances would still be set to ‘Reconumber for recounts is reached)
For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on lower portion of the cycle count entries screen) ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header
5%, but not the class A tolerance of + or -2%.
For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ button and click the “All Present” button if you do not want to perform an adjustment, otherwise,
the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior , a pop up not will appear informing you to “Please enter the serial
number details for this request”
Once you have entered a count for each item on the cycle count entries form,
Click then “Ok” button when the note “Adjustments processed” window appears.
Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE
Counting>Cycle Counting>Approve Counts
CYCLE-COUNT
Query counts pending approval only? NO
7. Recount any of your cycle count items that have a status of ‘recounted’
Counting>Cycle Counting>Cycle Count Entries CYCLE-COUNT
Find all open count requests = YES
Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE
Counting>Cycle Counting>Approve Counts
CYCLE-COUNT
Query counts pending approval only? NO
Notice counts that were entered which matched system quantities are tagged as “approved” and that that are “out of tolerance” are automatically set to a status of “recount”. If a count is within
ot the same quantity that the system has, then status of the adjustment is approved ount option for approval being set to “If out of tolerance” - If you se
“Always”, then each count within tolerance but not the same quantity as the system, you would eitrecount the item (if recounts were allowed). If you do not have any cou‘recount’, then you do not have to perform steps 7 and 8 of this lab.
Notice the counts just entered for recount have the approval option set to “None”. This is doing to the that automatic recounts were enabled for your cycle count, and the maximum number of recounts
to 1. If you had entered 2 for the maximum number of recounts, then the actwere recounted and still not with tolerances would still be set to ‘Recorecounts is reached)
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For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on
ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header
item, click the ‘Serial’ button and click the “All Present” button if you do not want to perform an adjustment, otherwise,
the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior , a pop up not will appear informing you to “Please enter the serial
CYCLE-COUNT
CYCLE-COUNT
Notice counts that were entered which matched system quantities are tagged as “approved” and that e automatically set to a status of “recount”. If a count is within
ot the same quantity that the system has, then status of the adjustment is approved If you set this option to
“Always”, then each count within tolerance but not the same quantity as the system, you would either recount the item (if recounts were allowed). If you do not have any counts
form steps 7 and 8 of this lab.
ne”. This is doing to the mum number of recounts
for the maximum number of recounts, then the action for ‘recounted were recounted and still not with tolerances would still be set to ‘Recount” (until maximum
LAB 20 Change organizations to Seattle Manufacturing (M1) I. Define a physical inventory to count ALL items within your subinvnetory.
Counting>Physical Inventory>Physical Inventories
Click on “New” button Name: XX-PI Description: XX's PI Date: Today's date Approval region Required: If out of tolerance Tolerances Qty 5 5 Value 10 10 Count Subinventories
Click “Specific” (Subinventory) XX-subinv “Allow Dynamic Tags” should be checked Yes
Click on “Snapshot' button concurrent request id __________________
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” or use the single request option When your “Freeze physical inventory” request has completed with a status of Normal, closerequest window and return to the Navigator.
2. Generate both blank and default tags for physical inventory Blank tag information
Counting>Physical Inventory>Tag Generation Name: XX- PI Tag Type: Blank Starting tag: XX0001 Number of tags: 3
Write down your ending tag number Ending tag number: _______________
Click on the “Generate” button
Notice how the ending tag number is automatically generated based upon the number of tags requested.
Physical Inventories
Manufacturing (M1)
Define a physical inventory to count ALL items within your subinvnetory.
Counting>Physical Inventory>Physical Inventories
Today's date
If out of tolerance
subinv
“Allow Dynamic Tags” should be checked Yes
ncurrent request id __________________
Click on the “Find” or use the single request option
When your “Freeze physical inventory” request has completed with a status of Normal, closerequest window and return to the Navigator.
Generate both blank and default tags for physical inventory XX-PI.
Counting>Physical Inventory>Tag Generation
ending tag number. _______________
Notice how the ending tag number is automatically generated based upon the number of tags
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When your “Freeze physical inventory” request has completed with a status of Normal, close the
Notice how the ending tag number is automatically generated based upon the number of tags
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” or use the single request option
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally, generate your default tag information
Default tag information Name: XX- PI Tag Type: Blank Starting tag: This information should already be displayed
- If not, then enter your ending tag number +1 - (eg. If your ending tag number was XX0004, then enter XX0005)
Digit Increment: this information should also default
If above information defaulted correctly, then you should simply have to plac“Starting Tag number field and then hit the “Tab” to allow system to complete the default information
Click on the “Generate” button
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” or use the single request option
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally, proceed to the next step.
3. Enter tag counts for physical inventory
Counting>Physical Inventory>Tag Counts Name: XX-PI Click on the “Find” button Query all existing tags: YES
Your blank tags will be displayed first. For your first blank tag, enter the following information for an item you found in your subinventory, but that was not accounted for when the snapshot was taken.
Item: AS10001 Subinventory XX-subinv Qty: 100
Since this was the only item you found in your subinventory that was not included in the snapshot, void the remaining 2 blank tags:
VOID: Check box
Enter quantities for all your remaining tags, entering any count you wish. Save 4 Run the Physical inventory missing tag listing
Click on the “Find” or use the single request option
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally, tag information
This information should already be displayed If not, then enter your ending tag number +1 (eg. If your ending tag number was XX0004, then enter XX0005)
this information should also default - if not enter 001111
If above information defaulted correctly, then you should simply have to place your cursor in the Tag number field and then hit the “Tab” to allow system to complete the default information
Click on the “Find” or use the single request option
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,
Enter tag counts for physical inventory XX-PI.
Counting>Physical Inventory>Tag Counts
Your blank tags will be displayed first. For your first blank tag, enter the following information for an you found in your subinventory, but that was not accounted for when the snapshot was taken.
subinv
Since this was the only item you found in your subinventory that was not included in the snapshot, the remaining 2 blank tags:
Check box
Enter quantities for all your remaining tags, entering any count you wish.
Run the Physical inventory missing tag listing
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When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,
e your cursor in the Tag number field and then hit the “Tab” to allow system to complete the default information
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,
Your blank tags will be displayed first. For your first blank tag, enter the following information for an you found in your subinventory, but that was not accounted for when the snapshot was taken.
Since this was the only item you found in your subinventory that was not included in the snapshot,
Reports>ABC and Counting Single request Click Ok Request Name: Physical Inventory Missing Tag Listings Name: XX Once the request has completed, verify on the report output that you see: Number of Missing Tags: 0
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” or use the single request option Highlight your request, and
Click on the “View Report” button to ensure you see 5 Approve all of the adjustments
Counting>Physical Inventory>Approve Name: XX-PI
Click on “Find” button Query out of tolerance adjustments only? 1) You MUST approve, reject or void EVERY tag 2) You should always run the Physical Inventory Adjustment REPORT before running the adjustments
program to be assured that every thing looks reasonable.
Click on “Approve All” button 6. Launch the adjustments program:
Counting>Physical Inventory >Physical Inventories Query your physical inventory. With your cursor on your physical inventor
Click on the top Menu under “Tools” Click on “Launch Adjustments” Account: Use the CTRL L key or click the LOV icon
Click on “Launch Adjustments”
Lab 21 1. Your manager has just notified you that you will need to count a new item daily. Manually add that item to your Cycle Count, which was not included in your original ABC compile, and place that item in the control group. This additional count is considered a Manual entry
Counting>Cycle Counting>Cycle Counts Query enter (F11)
Click Ok Physical Inventory Missing Tag Listings XX-PI
Once the request has completed, verify on the report output that you see: Number of Missing Tags: 0
the “Find” or use the single request option
Click on the “View Report” button to ensure you see Number of Missing Tags: 0
Counting>Physical Inventory>Approve Adjustments
Query out of tolerance adjustments only? YES
1) You MUST approve, reject or void EVERY tag
You should always run the Physical Inventory Adjustment REPORT before running the adjustments assured that every thing looks reasonable.
Launch the adjustments program:
Counting>Physical Inventory >Physical Inventories
Query your physical inventory. With your cursor on your physical inventory,
Click on the top Menu under “Tools”
Click on “Launch Adjustments”
Use the CTRL L key or click the LOV icon - type in ‘Ph’ then click ‘OK’
Click on “Launch Adjustments”
2nd Day Cycle Counting
notified you that you will need to count a new item daily. Manually add that item to your Cycle Count, which was not included in your original ABC compile, and place that item in the
This additional count is considered a Manual entry, not an unscheduled entry.
Counting>Cycle Counting>Cycle Counts
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You should always run the Physical Inventory Adjustment REPORT before running the adjustments
notified you that you will need to count a new item daily. Manually add that item to your Cycle Count, which was not included in your original ABC compile, and place that item in the
Key in: XX% Query run (Ctrl F11)
Click on the “Open” button
Click on the “Items” button Click on the + icon to add a new class,
Click on “Edit”, and Select ‘New record’ Class: XX-Class A Item: AS10001 Control Group: Check Box
Save 2. Now initiate the cycle counting (autoscheduler) for Day 2 of your cycle count.
Click on the top Menu under “Tools” Select “Perform Full Cycle Count” Name Gen. AutoSched Gen. CycleCountReg. Cycle Count Listing Click on the “Submit” button, then click no to submit another request
Click on the “Help” Menu Click on “View my requests”
Click on the “Find” or use the single request option When the program name CYCLE COUNT LISTING has comp
Click on the “View Output” button to see what items need to be counted.
3. Enter several preapproved cycle count entries and then enter the remainder of counted for your cycle count, XX
Counting>Cycle Counting>Cycle Count
Cycle Count: XX-CYCLE
Click on the top Menu under “Tools” Select Enter Preapproved Counts Enter a count for one of your items that is unreasonable in a count quantity of 50,000.
Note: If you do not have data on the output of the report, please ask for assistance.
Preapproved counts are not subject to any cycle count tolerances estabentered on the cycle count entry form is automatically approved.
Click on the + icon to add a new class, OR
on “Edit”, and Select ‘New record’
Class A
Now initiate the cycle counting (autoscheduler) for Day 2 of your cycle count.
Click on the top Menu under “Tools” Cycle Count” -
Parameters Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Ensure that you check the ‘save’ box for this report ONLY.
Click on the “Submit” button, then click no to submit another request
Click on the “Find” or use the single request option When the program name CYCLE COUNT LISTING has completed normally
Click on the “View Output” button to see what items need to be counted.
Enter several preapproved cycle count entries and then enter the remainder of your items to be XX-CYCLE-COUNT.
Counting>Cycle Counting>Cycle Count
CYCLE-COUNT
Click on the top Menu under “Tools”
Select Enter Preapproved Counts Enter a count for one of your items that is unreasonable - If your system quantity is 500, then enter
Note: If you do not have data on the output of the report, please ask for assistance.
Preapproved counts are not subject to any cycle count tolerances established; whatever count qty is entered on the cycle count entry form is automatically approved.
45
for this report ONLY.
your items to be
If your system quantity is 500, then enter
Note: If you do not have data on the output of the report, please ask for assistance.
lished; whatever count qty is
Save (Ctrl S) Close the Cycle Count Entries form. 4. Review the Approval action of the count you just entered.
Click on the “Approvals” button
5. Enter the remaining count quantities for your items.
Click on the “Counts” button (Note: if you change the region Enter you count quantities for your items.
For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ button and click the “All Present” buttonclick’ the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serinumber details for this request” Once you have entered a count for each item on the cycle count entries form
Save
Click “OK” button for Adjustments processed window 3. Approve, reject or recount your cycle count entries for your cycle count; XX
Counting>Cycle Counting>Approve Counts Cycle Count: XX-CYCLE
Click on “Find” button Query counts pending approval only? If you do not have any counts that have a status of recount, then skip the step 4 4. Recount any of your cycle count items that have a status of ‘recounted’
Counting>Cycle Counting>Cycle Count Entries Cycle Count: XX-CYCLE
Click on the “Find” button Find all open count requests =
Enter quantities:
Save 5. Approve, reject or recount your cycle count entries for your cycle count; XX
Notice the Approval Action for this item is ‘Approved’ evthe cycle count tolerances established. This was a preapproved count
Close the Cycle Count Entries form.
Review the Approval action of the count you just entered.
Click on the “Approvals” button
Enter the remaining count quantities for your items.
(Note: if you change the region to “Adjustments” you can see the system generated quantity.)
Enter you count quantities for your items.
For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ button and click the “All Present” button if you do not want to perform an adjustment, otherwise, ‘un click’ the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serinumber details for this request”
Once you have entered a count for each item on the cycle count entries form
Click “OK” button for Adjustments processed window
Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE
Counting>Cycle Counting>Approve Counts
CYCLE-COUNT
Query counts pending approval only? NO
If you do not have any counts that have a status of recount, then skip the step 4 and step 5
4. Recount any of your cycle count items that have a status of ‘recounted’
Counting>Cycle Counting>Cycle Count Entries CYCLE-COUNT
Find all open count requests = YES
Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE
Notice the Approval Action for this item is ‘Approved’ even though the count quantity the cycle count tolerances established. This was a preapproved count requested.
46
to “Adjustments” you can see the system generated quantity.)
For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ if you do not want to perform an adjustment, otherwise, ‘un
click’ the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serial
CYCLE-COUNT
and step 5
CYCLE-COUNT
en though the count quantity entered exceeded requested.
Counting>Cycle Counting>Approve Counts Cycle Count: XX-CYCLE
Click on “Find” button Query counts pending approval only?
LAB 22 1. Define an item, which will have a general planning method of reorder point planning. Enter the
appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning method, lead times, order cost, carrying cost)
Items>Master Items Item: XX-reorder Desc: For testing reorder point planning
Click on the top Menu under “Tools” Click on “Copy From” Template: Purchase Item
Click on “Apply” and “Done”
Click on the alternative region: “General Planning” Inventory Planning Method = “Reorder Point Cost: Order=6 (fixed dollar amount to place the order regardless of quantity) Carrying=. 15 (the annual carrying cost to stock one unit of the item) Source Type: Supplier
Click on the alternative region “ Ensure that planning method is set to: “Not Planned” Forecast Control: None
Click on the alternative region “ Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime:
Save
Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. your category set to the new item in both organizations.
Save
Notice the counts just entered for recount have the approval option set to “None”. This is due to the fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts was set to 1. If you had entered items’ that were recounted and still not with tolerances would still be set to ‘Recount” (until maximum number for recounts is reached)
Counting>Cycle Counting>Approve Counts
CYCLE-COUNT
Query counts pending approval only? NO
Forecast and Forecast Sets
h will have a general planning method of reorder point planning. Enter the appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning method, lead times, order cost, carrying cost)
For testing reorder point planning
Click on the top Menu under “Tools”
Click on the alternative region: “General Planning” Reorder Point” (pop list)
(fixed dollar amount to place the order regardless of quantity) (the annual carrying cost to stock one unit of the item)
“MPS/MRP” Ensure that planning method is set to: “Not Planned”
Click on the alternative region “Lead Times” 1 (number of days required to place a purchase order)
1 (number of days to procure the item) 1 (number of days to deliver a “Purchased Item” into inventory)
Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. the new item in both organizations.
Notice the counts just entered for recount have the approval option set to “None”. This is due to the fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts was set to 1. If you had entered 2 for the maximum number of recounts, then the action for ‘recounted items’ that were recounted and still not with tolerances would still be set to ‘Recount” (until maximum
47
h will have a general planning method of reorder point planning. Enter the appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning
(number of days required to place a purchase order)
(number of days to deliver a “Purchased Item” into inventory)
Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign
Notice the counts just entered for recount have the approval option set to “None”. This is due to the fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts
umber of recounts, then the action for ‘recounted items’ that were recounted and still not with tolerances would still be set to ‘Recount” (until maximum
2. Create a Forecast Rule to use when you generate your Forecast in step 5.
Setup>Rules>Forecast Name: XX Description: My forecasting rule Bucket Type: Weeks Include Sales Order shipments: Check Issues to WIP: Do NOT Check box Miscellaneous Issues: Check box Inter-org Transfers: Check box Forecast: Focus
Save 3. Manually load the safety stock quantity for item
Planning>Safety Stocks
Click on “New” button Default Item: XX-reorder Effective Date: Today’s Date Quantity: 100
Save 4. Create a forecast and forecast set, which will be used by the reorder point
the EOQ for your reorder point planned item.
Planning>Forecast>Sets Add a forecast set Forecast Set: XX-FC-SET Desc: XX's FCSET Bucket type: Weeks Level: Item Consume: Yes Outlier Update: 100% Backward Days: 3 Forward Days: 3
Save Forecast Description XX-FC XX’s Forecast Save
Click on the “Forecast Items” button
Item: XX-reorder (rest of information will default)
Just click ok - This warning message is letting the user know planned.
Note: You should receive a pop up note box:
Create a Forecast Rule to use when you generate your Forecast in step 5.
XX-MY Rule My forecasting rule Weeks
Check box Do NOT Check box Check box Check box Focus
3. Manually load the safety stock quantity for item XX-reorder
reorder Today’s Date
Create a forecast and forecast set, which will be used by the reorder point-planning lab to calculate r point planned item.
SET XX's FCSET
Description XX’s Forecast
Click on the “Forecast Items” button
(rest of information will default)
This warning message is letting the user know that the item is NOT MRP or MPS
ote: You should receive a pop up note box: Warning: This item is not planned
48
planning lab to calculate
that the item is NOT MRP or MPS
You can still plan for this item using Reorder Point Planning.
Click on “Detail” button Bucket Date End DateOriginal Weeks Today's date 3 mo. from today (accept default) (defaulted) What happened when you tried to put in today’s date? ____________________________________________________________ Why? _______________________________________________________
Save 5. Generate your forecast.
Planning>Forecasts>Generate Forecast Name: XX-FC Forecast Rule: XX-MY Rule Selection: Specific Inventory Item Item: XX-reorder Category Set: XX-SET Specific Category: (blank) Overwrite: All entries Start Date: Accept default Cutoff Date: Accept default
Click on “Submit request” button This forecast will be used for the Reorder Point lab. 4. What are the two types of forecasts Oracle Inventory can generate for you? _______________________
LAB 23 1. Run the Reorder Point Planning report to see if its time to replenish item
Planning>Reorder Point Planning PARAMETERS: Item selection: Items under reorder point Restock: No Forecast: XX-FC 1
st Sort: Category
Category Set: XX-SET Note: accept all other default parameters
Click on “OK” button
You can still plan for this item using Reorder Point Planning.
End Date No. of Buckets Current
3 mo. from today (accept default) 300
What happened when you tried to put in today’s date?
____________________________________________________________
Why? _______________________________________________________
Planning>Forecasts>Generate
MY Rule Specific Inventory Item
reorder
Accept default
default
Click on “Submit request” button
This forecast will be used for the Reorder Point lab.
What are the two types of forecasts Oracle Inventory can generate for you?
_______________________ _______________________
Reorder Point Planning
Run the Reorder Point Planning report to see if its time to replenish item XX-reorder
Planning>Reorder Point Planning
Items under reorder point
Note: accept all other default parameters
49
Current
reorder
Click on the “Submit Request” button Write down the concurrent request id ____________________ click “No”
Click on the “Help” Menu Click on “View my request”
Click on the “Find” or use the single request option
When the program “Reorder Point planning” has completed with a status of Normal
Click on the “View Output” button to view your report
If there is no data on the report output, when assigning item XXdid you also add your category set and category code combination that was used as an input parameter for the ROP report?
Was the item attribute under General Pl Was the item attribute under MPS/MRP Planning for planning method set to “None” ? If there is no data on the report output, ask for assistance before proceeding to next step. 2. Now, perform a Miscellaneous Receipt transaction in organization M1 for item
quantity of 50, and then rerun the ROP report again. (Use the same input parameters running the report) If you need help performing a miscella
Did the reorder qty change? ________ Is the value correct? ________ WHY\WHY NOT? ____________________________________________________________________________________
LAB 24 1. Define an item, which will be min
report for either the whole organization or for specific subinventories;
Items>Master Items Item: XX-minmax Desc: For testing min/max planning report
Click on the top Menu under “Tools” Template: XX-sell
Click on “Apply” and “Done”
Click on the alternative region “General Planning” Inventory planning Method “Min Min-Max quantities: Minimum: 50 Maximum: 500
Click on the “Submit Request” button Write down the concurrent request id ____________________ click “No”
Click on the “Find” or use the single request option
When the program “Reorder Point planning” has completed with a status of Normal
Click on the “View Output” button to view your report
is no data on the report output, when assigning item XX-reorder to your child organization, also add your category set and category code combination that was used as an input
ROP report?
Was the item attribute under General Planning for planning method set to “Reorder Point Planning”?
Was the item attribute under MPS/MRP Planning for planning method set to “None” ?
If there is no data on the report output, ask for assistance before proceeding to next step.
Now, perform a Miscellaneous Receipt transaction in organization M1 for item XX-reorder50, and then rerun the ROP report again. (Use the same input parameters
If you need help performing a miscellaneous transaction, see labs 9 thru 14.
Did the reorder qty change? ________ Qty _______ Is the value correct? ________
____________________________________________________________________________________
Min-Max Planning
Define an item, which will be min-max, planned. Set appropriate values to allow running the min/max report for either the whole organization or for specific subinventories; XX-subinv and FGI.
For testing min/max planning report
Click on the top Menu under “Tools”
Click on the alternative region “General Planning” Inventory planning Method “Min-Max” (pop list)
50
When the program “Reorder Point planning” has completed with a status of Normal
r child organization, also add your category set and category code combination that was used as an input
anning for planning method set to “Reorder Point Planning”?
Was the item attribute under MPS/MRP Planning for planning method set to “None” ?
If there is no data on the report output, ask for assistance before proceeding to next step.
reorder for a 50, and then rerun the ROP report again. (Use the same input parameters used when first
____________________________________________________________________________________
max, planned. Set appropriate values to allow running the min/max subinv and FGI.
Order Quantity Minimum: 50 Maximum: 250 Cost Order: 5 Carrying: 5 Source: Supplier Fixed Order Quantity: 50
Click on the alternative region “ Planning method: Not Planned Forecast Control: None Pegging: None
Click on the alternative region “ Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime:
Save 2. Assign to Seattle Manufacturing (M1).
When the organizations items form is returned, notice all item master level default to the child org when running the min/max for the entire organization
Then assign your category set to your item in Seattle Manufacturinmaster organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, item categories; OR use the organization itOR use the category sets form, Assign button. And assign your category set to both organization items. If you need help, please ask.
Save
If you HAVE NOT assigned your category set to item within the master items form, then navigate to the organization items window (Items>Organization Items) and perform step 3. If you have assigned you category set to item organization window within the window, continue on.
Click on the “Org Attributes” button (ensure your cursor is on the correcdo this)
3. Establish min-max parameters for running the report by
Click on the top Menu under “Tools” Click on “Item Subinventories” Subinventory Min-Max Planning
Click on the alternative region “MPS/MRP” Not Planned
Click on the alternative region “Lead Times” 1 (number of days required to place a purchase order)
1 (number of days to procure the item) 1 (number of days to deliver a “Purchased Item” into inventory)
Assign to Seattle Manufacturing (M1).
When the organizations items form is returned, notice all item attribute values entered at the default to the child org -these item attribute values at the organization levelthe min/max for the entire organization)
assign your category set to your item in Seattle Manufacturing. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, item categories; OR use the organization items form, then the top Menu under “Tools”, item categories,
use the category sets form, Assign button. And assign your category set to both organization items. If you need help, please ask.
assigned your category set to item XX-minmax from the organization window within the master items form, then navigate to the organization items window (Items>Organization Items) and perform step 3. If you have assigned you category set to item XX-minmax
e master items form, DO NOT close the Organization Assignment
Click on the “Org Attributes” button (ensure your cursor is on the correct organization (M1) prior to
max parameters for running the report by subinventory.
Click on the top Menu under “Tools”
Planning Min Qty Max Qty
51
(number of days required to place a purchase order)
(number of days to deliver a “Purchased Item” into inventory)
es entered at the organization level are used
g. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, item
ems form, then the top Menu under “Tools”, item categories, use the category sets form, Assign button. And assign your category set to both organization
from the organization window within the master items form, then navigate to the organization items window (Items>Organization
minmax from the close the Organization Assignment
t organization (M1) prior to
XX-subinv Yes
Click on the alternative region “Sourcing'' Type: Supplier (pop list)
Click on the alternative region “Lead Times'' Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime: Subinventory Min-Max Planning FGI Yes
Click on the alternative region “Sourcing'' Type: Supplier (pop list)
Click on the alternative region “Lead Times'' Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime:
Save Note: these values entered at the subinventory level are used when runninspecific organization/subinventory Close all windows and return to the Navigator. 4. Run the Min-Max Planning report to see if it is time to replenish item
Planning>Min-Max Planning Planning Level: Subinventory Subinventory: XX Item Select: Items under minimum Category Set: XX Restock: No (Note: accept all other default values)
Click on the “OK” button
Click on the “Submit Request” button
Click on the “Help” Menu Click on “View my request”
Click on the “Find” or use the single request option
When the program “Min\Max Planning” has completed with a status of Normal
Click on the “View Output” button to view your report Is there a suggested reorder quantity on the report output for your item? _________ How Much? Is the quantity correct? WHY\WHY NOT?
25 500
Click on the alternative region “Sourcing''
Click on the alternative region “Lead Times'' 1
1 1
Planning Min Qty Max Qty Yes 100 250
Click on the alternative region “Sourcing''
Click on the alternative region “Lead Times'' 1
1 1
these values entered at the subinventory level are used when running the min/max for the organization/subinventory specified)
Close all windows and return to the Navigator.
Max Planning report to see if it is time to replenish item XX-minmax in XX
Subinventory XX-subinv Items under minimum quantity XX-SET No
(Note: accept all other default values)
Click on the “Submit Request” button - click “No”
single request option
Max Planning” has completed with a status of Normal
Click on the “View Output” button to view your report
Is there a suggested reorder quantity on the report output for your item? _________ ________ ________
52
g the min/max for the
minmax in XX-subinv
Is there a suggested reorder quantity on the report output for your item? _________
____________________________________________________________________________________ Now, perform a Miscellaneous Receipt transaction in organization M1 for itFGI a quantity of 75, and then rerun the minIf you need help performing the transaction, see labs 9 thru 14. (For the report, use the same input parameters used in step 4, except cha(subinventory FGI) Is there a suggested reorder quantity on the report output for your item? _________ How Much? Is the quantity correct? WHY\WHY NOT? ____________________________________________________________________________________ Run the min-max for the entire organization
Planning>Min-Max Planning Planning Level: Organization Item Select: Items under minimum quantity Category Set: XX Restock: No (Note: accept all other default values) Is there a suggested reorder quantity on the report output for your item? _________ How Much? Is the quantity correct?
WHY\WHY NOT? ____________________________________________________________________________________ 7. Now, perform a Miscellaneous Issue
subinventory FGI for a quantity of 30, and then rerun the minorganization.
(Use the same input parameters used in step 6 of this lab. Is there a suggested reorder quantity on the report output for your it How Much? Is the quantity correct? WHY\WHY NOT? ____________________________________________________________________________________ 8. Now, rerun the min-max report again for the requisitions or purchase orders. Planning Level: Organization Item Select: Items under minimum quantity
____________________________________________________________________________________
Now, perform a Miscellaneous Receipt transaction in organization M1 for item XX-minmax, a quantity of 75, and then rerun the min-max report again for specific subinventory.
If you need help performing the transaction, see labs 9 thru 14.
(For the report, use the same input parameters used in step 4, except change subinventory
Is there a suggested reorder quantity on the report output for your item? _________ ________ ________
____________________________________________________________________________________
entire organization to see if there are any items that need to be replenished.
Organization Items under minimum quantity XX-SET No
(Note: accept all other default values)
Is there a suggested reorder quantity on the report output for your item? _________ ________ ________
____________________________________________________________________________________
Now, perform a Miscellaneous Issue transaction in organization M1 for item XX-minmax, for a quantity of 30, and then rerun the min-max report again for the entire
(Use the same input parameters used in step 6 of this lab.
Is there a suggested reorder quantity on the report output for your item? _________ ________ ________
____________________________________________________________________________________
max report again for the entire organization, allowing the system to generate requisitions or purchase orders.
Organization Items under minimum quantity
53
____________________________________________________________________________________
minmax, subinventory
nge subinventory XX-subinv to
Is there a suggested reorder quantity on the report output for your item? _________
____________________________________________________________________________________
to see if there are any items that need to be replenished.
Is there a suggested reorder quantity on the report output for your item? _________
____________________________________________________________________________________
minmax, max report again for the entire
em? _________
____________________________________________________________________________________
entire organization, allowing the system to generate
Category Set: XX Restock: Yes (Note: accept all other default values)
At this point, please do not continue to the next step until all requisitions have been imported into the Purchasing module.
9. Now, rerun the min-max report again for the entire organization Planning Level: Organization Item Select: All Category Set: XX Restock: No Supply Cuttoff Date: 1 month from today (Note: accept all other default values) Is there a suggested reorder quantity on the report output for How Much? Is the quantity correct? WHY\WHY NOT? ____________________________________________________________________________________ Is the supply quantity correct? WHY\WHY NOT? ___________________________________________________________________________________
Lab 25 1. Create an ATP rule which you can run to check availability of item XX-item.
Setup>Rules>Available to Promise Name: XX Consumption: Backward = Yes Forward = Yes Accumulate avail. = Yes Infinite Supply = User Defined Time fence Days = 15 Accept all other defaults
Save 2. Perform an ATP inquiry for item
XX-SET Yes
(Note: accept all other default values)
At this point, please do not continue to the next step until all requisitions have been imported
max report again for the entire organization
Organization All min-max planned items XX-SET No 1 month from today
(Note: accept all other default values)
Is there a suggested reorder quantity on the report output for your item? _________ ________ ________
____________________________________________________________________________________
________
___________________________________________________________________________________
Available to Promise (ATP)
Create an ATP rule which you can run to check availability of item
Promise
XX-ATP-RULE
Yes Yes Yes
Infinite Supply = User Defined Time fence
Perform an ATP inquiry for item XX-item.
54
At this point, please do not continue to the next step until all requisitions have been imported
item? _________
____________________________________________________________________________________
___________________________________________________________________________________
On-hand, Availability>Available to Promise Change the Default ATP rule to: Accept all other defaults
Click on the “Item” button Item: XX ATP rule: XX Tab to required quantity: 10000 Tab to required date: Today's date
Click on the “View Results” button
Click on the “Open” button to view results presented in another format.
hand, Availability>Available to Promise
Change the Default ATP rule to: XX-ATP-RULE
XX-item XX-ATP-RULE 10000 Today's date
Click on the “View Results” button
Click on the “Open” button to view results presented in another format.
55
Navigation Function
Appendix A
Navigation Function (Hot) Keys Key
56
Filename: Inventory Basic Setup Lab.docx
Directory: C:\Documents and Settings\rcastro\Desktop\Labs Updated (Final Review)
Template: C:\Documents and Settings\rcastro\Application
Data\Microsoft\Templates\Normal.dotm
Title: Oracle Inventory Basic Setup Labs
Subject: E-Business Suite R12
Author: Rodrigo Castro - Daniel Newman
Keywords:
Comments:
Creation Date: 11/19/2008 1:02:00 PM
Change Number: 3
Last Saved On: 12/1/2008 3:06:00 PM
Last Saved By: rcastro
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