Inventory Kk

8/10/2019 Inventory Kk

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OracleRelease 11i

TrainingORACLE INVENTORY


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Course Objectives

Review the new features of the R11i product Describe the business value of using the new

features

Demonstrate the key features Discuss the implementation considerations Explain how the new features work within the product

family

Supplement the R11i new features with hands-onreview quizzes, labs and exercises.


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Course Overview (Contd.)

ABC Analysis Cycle Counting and Physical Inventory Workday Calendar

Unit Of Measure Available To Promise (ATP) Forecasting Review Exercises

Summary


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INVENTORY STRUCTURE


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Objectives

Enterprise Structure Inventory Organization and Parameters Subinventories Locators


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Enterprise Structure

Human Resources View Business Group Legal Entity Operating Unit Work areas for:

Inventory/warehousing Costing Manufacturing etc.


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Accounting View Set of Books Legal Entity Operating Unit Work areas for:

Inventory/warehousing Costing Manufacturing etc.


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Business transactions affected by: Set of Books Costing Methods Item Costs Workday Calendars Movement Between Inventory Sites Planning Method Forecasting Accuracy Analysis


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Inventory Organization

Inventory Organization is the first level ofstratification of inventory items

An Inventory Organization is an inventory locationdefined by its set of books, item

and costing Following Oracle Modules are controlled at theInventory Organization level: Inventory, BOM/ENG, Costing, WIP, MS/MRP


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Inventory Organization

Following are controlled at OperatingUnit Level Purchasing, Order Entry, AR, AP

Inventory Organization Master organization Child organizations


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Defining Enterprise Structure

Define Location Define Business Group

Or use default

Define Set of Books

Define Legal Entities Define Operating Units Define Inventory Organizations

Define organization parameters


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Organization Parameters

Organization Code Definition of a Master Organization Costing Parameters Locator Control

Serial Control Lot Control Revision Control


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Source Information for Replenishments Workday Calendar Exception Set Demand Class

Perform Reverse Encumbrance


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Inventory Asset Account Parameters Inter-organization Transactions & Account

Parameters Receiving Accounts Parameters

Profit and Loss Account Parameters


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Key Flexfields

Facilitate defining of codes using meaningfulsegments to codify GL accounts, part numbers, andotherbusiness entities Called as key flexfields Flexible mechanism to define coding scheme without

programming

Defined using the define key flexfields form


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Sub-Inventory

Logical or physical subdivision of an inventoryorganization Raw inventory, finished goods, or defective material. All material held in sub-inventories At least one sub-inventory must be defined

Defined using the define sub-inventory form


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Sub-Inventory

Sub-inventories can be: Asset sub -inventories Expense sub -inventories Quantity tracked Non quantity tracked Can allow/disallow reservations of Items Can allow/disallow netting of the quantity held in the

sub -inventory Used in calculation of ATP


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Sub-Inventory

Sub-inventories can be used to: Restrict certain items to specific sub--inventories by:

associating items with specific sub-inventories using item/ sub-inventory form

setting item attributes for restrictingsub-inventories


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Sub-Inventory


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Locators

Further optional subdivisions of a sub- inventory Row, Rack, Bin Defined using the locator key flex field Ability to restrict certain items to specific locators


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Locators


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ITEM SETUP AND ITEMS


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Objectives

What is an Item? Item Types Item Attributes Status Attributes

Attribute Controls Master Organization Creating Items Item Templates

Item Relationship Cross Reference


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Item

An Item is:Any unique manufactured or purchased part,service, material, intermediate, subassembly, orproduct

Item Data Shared data in Oracle Manufacturing & Oracle Financials Purchasing, Order Entry, Cost Management,

Bill of Material, Engineering, MRP / MPS,Work in Process, Receivable , Payable,Fixed Assets, Sales & Marketing,Quality, Service etc.


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Types of Items

Seeded Item Types Standard Component Item Purchased Item Internally Ordered Item Service Items Finished Goods Planning Items Subassembly ATO Model ATO Item


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Types of Items

Seeded Item Types Kit PTO Item Outside Processing Item Consignment Items Phantom Item PTO Model Option Class Option Item Reference Item Supply Item


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Item Type


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Item Attributes

An Attribute is a property of item controlling thebehavior of an Item in various functional areas andbusiness processes Set during item definition Oracle Inventory uses around 160 Mandatory and optional

attributes for defining items Attributes can be module dependent i.e. can be set only if

the concerned Oracle Product is installed For example :Item can be sold by setting attribute Customer

Order Enabled to yes only when OE is installed


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Item Attributes

Item attributes grouped into groups Main Inventory Bill of Material Costing Purchasing Receiving


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Item Attributes

Item attributes grouped into groups ( contd .) General Planning MS/MRP Planning Lead Times WIP Order Entry Service


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Item Status Attributes

Item Status Attributes Item Attributes that enable an item to be visible in key

Oracle modules and enable key functionality for that item

Eight status attributes Mandatory if the item is to be used in the module


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Stockable Allows to store the Item in an asset

sub-inventory

Transactable

Allows to transact the item in Oracle Inventory, OracleOrder Entry, Oracle Purchasing and Oracle Work in Process

Purchasable Allows to place the item on a purchase order

BOM Allowed Allows to create a bill of material for the item


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Build in WIP Allows to build the item on a discrete job,

and/or repetitive schedule

Customer Orders Enabled Allows to place the item on a sales order

Internal Orders Enabled Allows to place the item on an internal sales order

Invoice Enabled Allows to create an invoice for the item


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Attribute Dependencies

Certain attributes depend on each other. For example: Stockable must be no

if Inventory item attribute is no Transactable must be no

if Stockable attribute is no Purchasable must be no

if Purchased item is no Build in WIP must be no

if Inventory item is no


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Attribute Dependencies

Certain attributes depend on each other. For example:

Customer order enabled must be noif Customer ordered item is no

Internal orders enabled must be noif Internal ordered Item attribute is no BOM allowed must be no

if Inventory item attribute is no

Invoice enabled must be noif Invoice item attribute is no


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Attribute Controls

Two types of Controls for Item attributes Status Control

Only for control of item status attributes

Attribute Control Level Can be used for almost all item attributes


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Item Status Control Attribute

Used to set the group of 8 status attributes bydefining status codes and using status codes toupdate the status attributes


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For example, a status code of Activecould specify Stockable Yes Transactable Yes Purchasable Yes

Build in WIP Yes Customer ordered Yes Internal orderable Yes BOM allowed Yes Invoice enabled Yes


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A Status of Obsolete could specify Stockable Yes Transactable No Purchasable No Build in WIP No

Customer order No Internal order No BOM allowed No Invoice enabled Yes


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When a user changes the status of anitem from active to inactive, inventory willimmediately update the 8 attributes as per theirstatus control settings

Status control settings Not used Defaults Value Sets Value


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Define Item Status


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Attribute Control Level

Attributes define functionality of an item in variousorganizations

Different item functionality may be required indifferent organizations Example:

An item may be a sales item in a distributioncenter but it would be an assembly in the manufacturingorganization

Its primary unit of measure could be same in allorganizations


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Attribute control allows user to standardize the levelat which each attribute is controlled Master level

Used for attributes that typically have the same value for anitem in all inventory organizations

Organization level Used for attributes having different values in different

organizations


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Attribute control form applies to all inventoryorganizations in the Installation Attribute Control Level Applies to all Items using

the specific attribute


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Item Master Organization

Like any other inventory organization; Can be used for all purposes for which an inventory

organization can be used Desirable to use it only for defining Items Multiple Item master organizations can be defined but each

inventory organization can have only one master or it isdefined as its own master Used to specify Attribute Control Levels

Each Item can have different attribute settings for differentorganizations in which it is defined

Copying of Items from an item master organization toanother master organization is not allowed directly


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Defining Master Items

Done using the Define Master Item Form Inventory automatically locates the correct master

organization of your current inventory organization


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Defining Master Items


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Defining Organization Items

Used to specify item attributes in inventoryorganization where the item is going to be used

Done using the organization assignment feature inthe special menu of the define master item form Enable the item in the desired organizations by checking

the boxes The specific attributes for each organization are set by

selecting the organization and using organization attributes Only those attributes that are controlled at Organization

level are updatable


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Organization Assignment


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Item Templates

Used to define attribute settings for generic itemtypes Oracle provides pre-defined item templates Can be updated or modified Custom / new templates can be defined

Items can be defined by: Providing the template reference while defining items Using previous item definitions as templates for new items Multiple templates can be applied in succession to the

same item


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Item Templates

Custom item templates defined using define itemtemplate form

Custom templates specific to an inventoryorganization can be defined Template defined for an organization can only be used in

that organization


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Item Template


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Item Cross-Reference

Item Cross-Reference Item Cross-Reference allows cross referencing of Inventory

item codes to other codification schemes such as Old and new item codes User names and item code relationships Used mainly for reporting purposes

Item Cross-References are defined in the Define Cross-Referenced Type form


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Item Relationships

Used to improve purchasing management and itemsearching capabilities

Types of Item Relationships Item Cross-References Substitute Items Related Items Manufacturer Part Number Customer Items


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Item Relationships

Used to define whether items are substitutes ofeach other or if there is some non-specificrelationship between them Allows usage of substitute relationships in purchasing to

order and receive Item substitutes

Non-specific relationships used mainly for reportingpurposes

Can be reciprocal

Defined using the Item Relationships form


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Manufacturer Part Number

Manufacturer Part Number Used to link item definitions in inventory to the

corresponding Manufacturers Part Numbers foruse in reports and forms

Defined using the define Manufacturer Part Number

form by Manufacturer or by Item


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LAB 1 Inventory Setup

How do you set up multiple sites under one OracleInventory Organization, when you want to trackinventory for shipments between these sites?

How many child organizations can be associatedwith a master organization?

What is an item attribute? Give an example. What is an item attribute group? Two inventory organizations have different UOM. At

what level would you set the Primary UOMattribute?


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LAB 1 Inventory Setup (contd.)

Create an item template XX_PUR_TEMPLATE forpurchased items.

Create a Purchased item XX_PUR_ITEM1 in usingabove template.

Enable above item to 2 child organizations. Create one more item XX_PUR_ITEM2 using item

XX_PUR_ITEM1. Define substitute relationship for above items.


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ITEM CLASSIFICATION


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Objectives

Item Classification & Cataloging Item Categories Category Sets Usage of Categories


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Item Catalogs

Catalog is a group of items that share commoncharacteristics.

Catalogs descriptive elements can be used assearch criteria for items.

An item catalog group can have any number ofdescriptive elements.

When an item is assigned to catalog group,descriptive elements values can be set.


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Assign Item to Item Catalog Group


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Item Categories

Used to group items for querying, reporting,accounting, assigning responsibility purposes Accomplished by defining category sets

and categories A Category is a logical classification of items that have

similar characteristics A category set is a logical grouping of categories

Category set is a flex field structure Can have multiple segments


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Item Categories

Each item should belong to at least one categoryset Each item can belong to many categories Each category can have many items

A category set can have many categories


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Item Categories


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Assign Item to Categories


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Item Categories

Used in various Oracle Modules to: Specify a group or groups of Items for submission of

various programs, reports, screens and queries Assign default overhead rates to specific category of Items Summarize demand history and generate forecasts for a

group of Items Perform min-max planning and reorder point planning for arange of Item categories


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Item Categories

Used in various Oracle Modules to: Calculate lead times for Items within a category Schedule orders and update price lists for Items in a

category Group purchase orders by Item category

Receive Items that belong to a particular category Schedule sales order lines by Item category Prorate discounts across Item categories


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Category Flex-field

Implementation of Category and Category Sets KeyFlexfields is a mandatory step

Different category set structures can be designed tofulfill unique grouping requirement

For Warehouse For Purchasing For Accountants For Order Entry

Each Category Set can have a different Flexfield

Structure to satisfy unique needs

f l


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Default Category Set

Used to specify the default category set for each offollowing functional areas Inventory Purchasing Order Entry Engineering Cost Management Service Planning

Used for automatically defaulting categories for theitem in these modules

f l


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Default Category Set

LAB 2 I Cl ifi i


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LAB 2 Item Classification

Define two categories. Define a category set and include above

categories. Make one of them default for the set. How many categories can you assign to an item?


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INVENTORY CONTROLS

Obj i


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Objectives

Understand and implement Inventory controls Describe Lot and Serial Number Control on item Understand stock locator control List different types of controls in Oracle Inventory

It C t l i O l I t


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Item Controls in Oracle Inventory

Lot

Control

S erial Number

Control

Locator

Control

Revision

Control

Inventory Controls

L t C t l


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Lot Control

Used for tracking a specific batch of items identifiedby a number

Method referred to as Lot control Applies to a batch of items you might receive,

manufacture, or ship to a customer Lot number in inventory can be manually entered or

generated automatically Used in

Inventory , OE, WIP

L t C t l


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Lot Control

Uniqueness Unique lot number for items across all inventory

organization No uniqueness requirement

Numbering scheme Combination of prefix and a number

Generated at item level or Inventory organization level or Can be user entered Cosmetic features available

It S t f L t C t l


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Item Setups for Lot Control

Used during transactions Lot Control for a specific item No Control Full control

Define Shelf Life Control No shelf life control Shelf life days User defined shelf life

Lot based picking rules

Serial Number Control


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Used for tracking each unit of an item andits disposition Provides the tightest control on items Assigns a unique serial number to individual units

of an item

Tracks its inventory movement very closely



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Uniqueness Unique serial number for items across all inventoryorganizations

Unique serial number for items within an inventoryorganization

Unique serial number for items within inventory items



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Numbering scheme Combination of prefix and a number Generated at item level or At inventory organization level

Item Setups for Serial Control


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Item Setups for Serial Control

Used during transactions No serial control for item Use pre defined serial numbers Dynamic entry at inventory receipt Dynamic entry at sales order issue

Uses the prefix and starting number to generateserial numbers

Locator Control


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Locator Control

Used for numbering physical locations / addressesin a sub-inventory Often to restrict item transactions to or from specific

locations

Implemented by:

Defining stock locator flexfield structure Defining locators (Predefined / dynamically) Associating sub inventories and locators Associating items to sub-inventory / locator combinations

Locator Control


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Locator Control

Uniqueness Locators (based on segment combination) are alwaysunique in an inventory organization and can be setup foruniqueness across organizations

Locator control level

Entire Inventory organization can be under locator control Only specific sub-inventories can be under locator control Only specific items in a sub-inventory may be under locator

control No locator control

Locator Control


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Locator Control

Items can be restricted to specific sub-inventory /locator combinations for transactions by: Setting up locator control for items to be restricted in item

attributes Specifying restrict sub -inventories and restrict locators in

item attributes for those items concerned inventoryorganization attributes

Defining sub-inventory and locators in those sub-inventories

Associating items with sub-inventory / locator combinationsusing the item/sub-inventory form


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How To Implement Locator Control

Define Stock Locator Flexfield

Choose Locator Control Option AT:

1. Organization Level 2.

Sub-inventory Level 3. Item Level

Define Sub-inventories

Define Locators

Enter Locator Information when Performing Transactions

Inventory Controls


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Inventory Controls

LAB 3 Inventory Controls


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LAB 3 Inventory Controls

Define an item that is under locator control. Define two locators for any subinventory. Define an item that is under lot control. Define another item that is under lot and self life

control. Create a miscellaneous receipt for three units of

each of the two items that you just defined. Define an item that is under predefined serial

number control. Predefine 5 serial numbers for above item. Create miscellaneous receipt to receive 3 units of

the this item.


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INVENTORY TRANSACTIONS

OBJECTIVES


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OBJECTIVES

Definition Inventory Transaction Transaction Setup

Transaction Types and Source Types Transaction Actions Transaction Managers

Inventory Accounting Periods

Identify different transactions Receiving Transactions Sub-Inventory Transfers Inter-Org Transfers

Miscellaneous transactions WIP Material Transactions Shipment Transactions RMA

Transaction Inquiries

Inventory Transactions


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An inventory transaction is: Any business event/process that results in changes toeither quantity or value of items

Used to control the flow of material in the organization

A transaction could be:

The receipt of returned material from a vendor or sub-inventory or organization

The inspection and issue of material The movement of material from one physical/logical source

of inventory to another inventory or to and from the shopfloor

Cost update


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When do

transactions

occur?

Change in Physical/Logicallocation of material

Change in quantityof item(s)

Change in accountedvalue of item(s)

Generation of AccountingTransaction to supportthe Parent Transaction


Transaction Types


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Transaction Types

Oracle inventory supports a large number ofstandard (36) transaction types to satisfy variousbusiness needs for inventory control

Transaction types can be customized or newtransaction types created

Transaction type defined using Transaction source type Transaction action Transaction types form

Transaction Source Types


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Indicates the entity originating the transaction Oracle provides system defined transaction sources whichcan be customized

User can create user defined transaction sources Using the transaction source type form



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Pre-defined transaction sources: Purchase Order Sales Order

Account Job or Schedule Account Alias Internal Requisition



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yp

Pre-defined transaction sources: Internal Order Cycle Count Physical Inventory

Standard Cost Update RMA (Return Material Authorization) Inventory



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yp


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Transaction Actions


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Pre-defined actions: Physical inventory adjustment Intransit receipt Intransit shipment Cost update

Receipt into stores Delivery adjustments WIP scrap transaction


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Transaction Types Screen


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yp

Transaction Managers


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g

The transaction managers execute the followingprocesses: Material transaction Demand reservation Move transaction

Resource cost transaction Material cost transaction

Transaction Managers


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g

Inventory Accounting Periods


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Inventory transactions fall in following broad categories: Receiving Transactions Sub-inventory Transactions Move Orders

Inter-organization Transfers Miscellaneous Transactions WIP Material Transactions Shipment Transactions

Return Material Transactions

Receiving Transactions


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Used primarily for receiving against supplierpurchase orders Materials received into an inventory location

Transaction type used is Receive into Stores Increases the on hand quantity in sub-inventory and locator

Oracle also increases the appropriate inventory values Generates material distributions as specified in the PO

Distributions Reduces the open PO quantity

Receiving Transactions


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Sub-Inventory Transfers


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Used primarily to transfer material between Two sub-inventories or Two locators of a sub-inventory of an inventory

organization

Allowed transactions controlled by

Settings of sub-inventory Asset / expense

Item type settings Asset / expense



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Inter-Organization Transfers


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Inter-Organization Transfers Used to move material between two inventory

organizations within an operating unit Requires defining shipping networks between them Types :

Direct transfer In transit transfer



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Direct Transfer - issuing and receiving transactionsperformed simultaneously Immediately reflected in the system quantities

In-transit Transfer - a two-step process First, the material is issued out of the shipping organization

and into in-transit inventory On arrival at the destination,a normal receiving transaction

is performed to destination Shipment information can be kept up to date while in transit



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Used widely for replenishment of Inventories Min-max or reorder point planning creates internal requisitions

Fulfilled by requesting an inter-organization transfer Requires Purchasing, Order Entry in addition to Inventory for

internal order processing

Miscellaneous Transfers


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Miscellaneous transfers are used to perform anymiscellaneous issues out or receipts into inventory To perform receipts other than against a PO to a vendor Creates distributions directly to the sub-inventory and other

specified account numbers or account aliases



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WIP Material Transactions


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WIP Material Transactions Are used to perform shop floor related tasks like:

Pushing components to jobs / schedules from inventory issue components for a complete job, individually or by

department or based on specific routing operation

Forms for executing these transactions are found in WIP

Shipment Transactions


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Shipment Transactions Used to fulfill customer orders Through the Ship Confirm

Return Material Authorizations


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Return Material Authorization Used for authorizing return of products sold to

customers Entered in Order Entry Customer return received in Inventory

Receiving


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InventoryTransactions

WIP Material

Transaction

MiscellaneousTransfers

Sub-inventoryTransfers

Return MaterialTransaction

Inter-Organization

Transfer

ShipmentTransaction

Transaction

Transaction Inquiries


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View Material Transaction View Transaction Summaries View Pending Transactions View Material Transaction Distributions

Transaction Inquiries (MaterialTransactions)


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)

Common Features


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Control and Validation Revision control validation Sub-inventory restriction validation Stock locator control and locator restriction validation Lot control validation

Serial number control validation Item status validation Transaction date open period validation

Common Features


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Screen Supports: Multi-line orientation Multiple units of measure with item primary UOM default Item description display Descriptive flex fields

Transaction reason codes Transaction reference Negative inventory parameter validation Quantities displayed in UOM Dynamic on-hand quantity and available quantity display

Available quantity = on-hand quantity - reservations

LAB - 4 Inventory Transactions


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Define a transaction typeXX_RECV_TRANS_TYPE to receive items. Ifneeded create a new source type also.

Perform a transaction with above transaction type. Transfer item XX_ITEM from a subinventory

XX_SUB1 to XX_SUB2 (within same organization). Perform an inter-org transfer to an organization that

require intransit inventory.


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INVENTORY TRANSACTIONSR11i New Features

OBJECTIVES


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Move Orders Material Shortages Serial Genealogy

Move orders


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Move orders Used for moving stock within an inventory organization as

a better managed material flow Traditionally done using Miscellaneous transactions, account

transfers or sub inventory transfers Previously a one step activity providing no visibility, planner

intervention or documentation Defined as separate transaction types and there fore can

be transacted through the Material transaction openinterface

Result in either an account issue or sub inventory transfer

Move orders


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Move orders Faster and managed inventory movement

User can request a move order which gets sent to a picker foractual execution

Replenishment mechanisms can auto trigger move orders

Integrated to Picking

Move orders utilize the same mechanism of pick slips andinventory visibility as a sales order

APIs APIs allow move orders to be transacted through mobile

devices

Move orders Types


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Move order types made available in 11i Move order requisition

Manually created The request can be for subinventory transfer or account

transfer

The requisition can go through a workflow approval processbefore it becomes a move order (optional)

Two or three step process Create move order Detail move order Transact move order

Print move order pick slip before or after transacting Sub inventories affected only after Transacting

Move orders Types


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Move order requisition (Contd.) Ability to transact through mobile devices

Using the open transaction interface API

Approval handled through workflow Indicated by setting the approval time out period in

organization parameters window along with time out action Planner can be notified if one is associated with the item Individuals in the notification list attached to source and

destination sub inventories can be notified of plannerapprovals

Notifications accessed through the viewer

Move orders Types


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Move order types made available in 11i Replenishment move order

Can be automatically created by Kanban replenishment, MinMax, or replenishment count process

Pre approved with a transaction type of sub inventory transfer

A sub inventory type replenishment source needs to be

specified at the kanban pull sequence level for kanbanplanned items

Move orders Types


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Replenishment move order (Contd.) A sub inventory type replenishment source needs to be

specified at any of the following levels for replenishmentsusing min max planning / replenishment counts

Master/Org item level Sub inventory level

Item/Sub inventory level

Move orders Types


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Move order types made available in 11i Pick wave move order

To be made available with release of order management Used for staging material to a staging location (set up as a

subinventory) from source location after Pick release process Effectively a sub inventory transfer Is Pre approved

Move orders Process


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Move order creation Manually create a Requisition move order Other move orders generated automatically

pick release kanban replenishment min max replenishment count report

Header Stores the move order source type , default source and destination ,

requested date Line

Stores item , requested quantity , source , destination , any specificserial or lot information

Line Detail Auto Filled during detailing or entered manually

Move Order


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Move orders Process


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Move Orders detailing Creation of line details suggesting inventory transactions

needed to fulfill the move order Occurs by clicking the Location details button Uses picking rules set up at organization or item level to

suggest source locators Destination details have to be specified at the time of

request entry, otherwise uses item subinventory locatordefault

Line details are considered as pending transactions andthe quantity taken away from the availability picture

Desist from detailing a move order line till ready to transact

Move orders Process


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Move Orders Approval Uses Workflow Item Planner receives notification for approval

Move orders Setups


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Set up steps for move order Set up organization level time outs (length of time the move

orders are allowed to sit in pending approval status) anddefault approval actions

After one timeout reminder sent to approver After two timeouts , preset time out action performed

If time out period is 0 , order is auto approved Define planners Associate planner with items.

If no planner then move order auto approved

Move orders Setups


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Set up steps for move order Create notification lists

email is sent to the ECO approval list attached to the moveorder source and destination subinventory

Attach notification lists to sub inventories Set up inventory picking rules

Use standard Oracle Inventory picking rules

Set up item-sub inventory locator defaults If the item is locator controlled then the location to be

specified at the time of move order request

Set up min max planning Set item sourcing to sub inventory Set up kanban planning

Move Order Setup - OrganizationParameters


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Move Order Setup - Create NotificationList


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Material shortages


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Purpose To inform receiving personnel about potential cross

docking opportunities for incoming material to alleviateshortages else where by

Enabling shortage monitoring for items Receiving real time messages at receiving time of items that

may be in short supply using Alerts or Workflow notifications

Viewing potential shortages Viewing actual shortages

No automation of cross docking

Material shortages


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Enabling shortage monitoring for items Set up shortage parameters Enable item for shortage messages Enable the desired transaction types for shortage

notifications

Documents

Inventory Kk