8/13/2019 Inventory Basic Setup Lab R12
1/57
E-Business Suite R12
These labs were prepared for the purpose of
demonstrating basic Inventory functions.Created By Edgar ArroyoDecember 12, 2005
Updated by Daniel Newman, Rodrigo Castro
November 9, 2008
8/13/2019 Inventory Basic Setup Lab R12
2/57
PREFACE
These labs were prepared for tto assist an applications suppor
Providing an introd
Listing initial step ba support analystapplication maintai
Demonstrating varifunctions such usinSystem Administrat
Performing commomaintaining items, ireplenishment.
Reinforcing Invento
As a source of refe
Feel free to do these labs as of
Experiment, change an item attinventory controls. If some of thmay just become part of your d
Remember; dont be afraid to
The Labs can be performed onHowever, several of the labs mApplications. Examples would
- Different item attribut- Different organization- Data that may not exi
Should you have any questions, pleaseIf you find any inconsistencies within thi
e purpose of demonstrating basic Inventory functiot analyst by:
ction to navigating through Inventory application fo
y step instructions for data entry within the Inventorith the features and functions of common Inventoryance
ous support tips for Oracle Applications, while perfog the List of Values feature, submitting concurrentor functions (System Administrator Responsibility)
n inventory functions that all customers perform, sussuing and receiving stock (items) into inventory, an
ry concepts and functional issues that were discuss
rence for future support issues that may arise
en as you want.
ribute, initialize a cycle count in a different fashion oe terms mentioned here are unfamiliar to you, beforily vocabulary while working in the support environ
ake a mistake, YOU are here to learn.
any release instance that has the Vision Demonstray not be able to be completed due to the flexibilitye
settingsparameters
st
contact [email protected] .is document, please email [email protected] .
2
s. They were developed
ms
application to familiarizemovements and
ming common formrequests, and general
h as defining andd performing stock (item)
ed during class lectures
r define items with greaterthe week is out, theyent.
tion Database installed.f implementing Oracle
8/13/2019 Inventory Basic Setup Lab R12
3/57
Tabl
LAB 1 Setu
LAB 2 Setu
LAB 3 Setu
LAB 4 Usin
LAB 5 Usin
LAB 6 Item
LAB 7 Items
Manu
LAB 8 Item
LAB 9 Perfo
LAB 10 Inven
LAB 11 Inven
LAB 12 Inven
LAB 13 Inven
LAB 14 Creat
LAB 15 Perfo
LAB 16 Proc
LAB 17 Perfo
LAB 18 Imple
LAB 19 Imple
LAB 20 Physi
LAB 21 Perfo
LAB 22 Initial
LAB 23 UsinLAB 24 Usin
LAB 25 Avail
APPENDIX A Navig
Of Contents
: Inventory Structures
: Units of Measure
: Item Attribute Control
Status Codes
Categories and Category Sets
emplates & Items Copy
: Relationships, Cross References,
facturers Part Numbers
atalog Groups
rming Item Searches
tory Controls Using Stock Locators
tory Controls Item Revisions
tory Controls Using Lot Control
tory Controls Using Serial Numbers
ing Custom Transaction Sources\Types
rming Inventory Transactions
ssing Return Material Authorizations (R
rm Receiving Transactions (Purchasing)
menting ABC Analysis
menting Cycle Counting
cal Inventories
rming 2ndDay Cycle Counting
izing Forecasts and Forecasts Sets
Reorder Point Planning for replenishmMin-Max Planning for replenishment
ble to Promise (ATP)
ation Hot Keys
3
A)
nt
8/13/2019 Inventory Basic Setup Lab R12
4/57
LAB 1 - Inventory Structure
- Application Navigation path
- Button
- Menu navigation path
Log on to Oracle Applications.
User: Password:
Responsibility: Inventory or Manuf
1. Create New Organizations
Inventory> Setup> Organi
Enter Organization Name (XX-orgaType: Plant
Location: M1- SeattleInternal or External: Internal
Save
2. Create a Location for this Invento
Inventory> Setup> Organizati
Enter Location Name:XX-Location1
Description:
Address Details TABEnter Address
Shipping Details TABTake all defaults
Other Details TABNo information to enter
Save
Enter Organization Classification
NOTE: For all Labs, the value -
cturing, Vision Operations (USA)
zations> Organizations
nization1)
ry Organization
ons> Locations
X- denotes the student initials or first name.
4
8/13/2019 Inventory Basic Setup Lab R12
5/57
8/13/2019 Inventory Basic Setup Lab R12
6/57
3. Define Subinventories
Setup>Organizations>SubinClick on the New buttonName: XX-subinvDescription:
XX-(your Name)
Locator Control: At Item LeNote: Accept all other field defauCreate at least three subinventori
Use Existing Inventory
Save
LAB 2
1. Define a Unit of Measure clasbase UOM will then be used a
Setup>Units of Measure>Cla Add a new UOM Class
Name Description
XX-QTY XX Quantity
Save (Ctrl S)
Add 2 non-base units of measure fo
Click on the Unit of MeasureSetup>Units of Measure>
Add a new UOM Class
Name
XX-Dozen
XX-Gross
Save
Note: By enteringXX-Each in the
Notice that your base unit alreadconversion rate will always have
ventories
vel
lts
es
Units of Measure
and new base Unit of Measure (UOM) for your UOa default for items you will be defining in later labs.
sses
Base Unit UOM
XX-Each EXX
r you new UOM class, XX-Qty.
button ((if you are at the Navigator, then choseConversions
Unite of Measure Description
DXX XX-Dozen XX-QTY
GXX XX-Gross XX-QTY
base unit field, you have effectively just defined a n
has a conversion defined for it - Since this is a bas1 to 1 relationship with itself.
6
class. This new
ew UOM.
e unit, the
8/13/2019 Inventory Basic Setup Lab R12
7/57
3. Add conversion rates between
Click on the Conversions butSetup>Units of Measure>
Add conversions between you
Choose your non-base unit of- Use List of Values (LOV) ico- Use theCTRL L keyto displ- Enter a partial valueand th
Enter the conversion rates foAdd another UOM Conversion
Choose your non-base unit of- Use List of Values (LOV) ico- Use the CTRL L key to displ- Enter a partial valueand th
Enter the conversion rates fo
Save
LAB 3
1. Define a new Status Code for yhave the following attributes
Be allowed to be place
Be available to be the p
Stockable in Inventory
Be transactable in Inve
Setup>Items>Status CodesName: XX-StatusDescription: XX My ne(Tab to move to each attribute.
BOM AllowedBuild in WIPCustomer Orders EnabledInternal Orders Enabled
Invoice EnabledTransactablePurchasableStockable
2. Define a new item called XX-it
Items>Master Items
your base unit of measure and your 2 non-base uni
on (if you are at the Navigator, then choseConversionsr base unit and non-base units.
easure for XX-Dozen, and enter the appropriate cn and select XX-Dozen, ORay LOV and select XX-Dozen, ORe use the keyto display the LOV and select
r dozen - 12
easure for XX-Gross, and enter the appropriate cn and select XX-Gross, ORy LOV and select XX-Gross, OR
e use the keyto display the LOV and select
r gross - 144
Status Codes
our items. Items that will be defined using this statuenabled:
on a Bill of Material
urchasing module
tory
statusClicking on the CHECK BOX sets the attribute cont
YesNoNoNo
NoYesYesYes
em.
7
ts of measure.
nversion rate:
X-Dozen
nversion rate:
X-Gross
code will always
rol value=YES.)
8/13/2019 Inventory Basic Setup Lab R12
8/57
Name
XX-item
Click on the top Menu click onClick on Copy FromTemplate: Purchased Item (
Use the CTRL Lkeys OREnter a partial value and press
Click on Apply, then DoneSave (Ctrl S)
Should you be asked for your
Determine some of your item
From the top menu, chose To
Choose the appropriate attributhe following item attributes:Group Ite
MAIN Ite
INVENTORY Tr
St
ORDER MANAGEMENT Cu
Int
INVOICE Inv
WORK IN PROCESS Bui
3. Change the Item Status itemFrom the Main region put youClick on the icon for List of ValUse the CTRL Lkeys OREnter a partial value and press
Choose XX-StatusSave
In the Order Management alte
attribute back to yes. What h
________________________
In the WIP alternative region, cWhat happened and why did it
________________________
Description
XX - My item
Tools
se the LOV icon OR
the tab to display a list to chose from)
nits of Measure (UOM) select
ttributes.
ls > Find Attributes OR
te group from the Alternative Region, and write dow
Attribute Value
Status _________________
nsactable _________________
ckable _________________
stomer Orders Enabled _________________
rnal Orders Enabled _________________
oice Enabled _________________
ild in WIP _________________
attribute from its current value to your new status cr cursor on the Item Status fieldues OR
the tab to display a list to chose from)
native region try to change the Customer order En
ppened and why did it happen?
________________________________________
hange the item attribute WIP ALLOWED to be Nohappen?
________________________________________
8
n the values for
___
___
___
___
___
___
___
de, XX-Status
bled item
_____________
Enabled
_____________
8/13/2019 Inventory Basic Setup Lab R12
9/57
Name 1 of the 2 ways discussattributes.
1. ______________________
2. ______________________
4. Assign your new item to Seattl
Save
Items>Organization Items
From the organizational item fClick on Item costsItem: XX-item
Click the Find buttonWhen the Item cost Summary
Click the CostsbuttonYou may receive a forms error
FRM-40350: Query cause
Click okOR
You will have a default record for cthis record, select OK, and then sa
Cost Element SubeleMATERIAL Materi
You can also navigate to th
Costs>Ite
LAB 4
1. Determine the attribute groupattributes settings for your Or
Setup>Items>Attribute Cont
Attribute Name
BOM Item TypeCost of Goods SoldCustomer OrderedInspection requiredLot control
d during class lecture that will enable you to update
_________________________________________
_________________________________________
e Manufacturing (M1).
rm, Click on the top Menu under Tools
orm appears,
pop up box stating:no records to be retrieved
st element=material overhead and subelement= Puve the transaction and add the following:
ment Basis Rate oral Item 5
e Item Costs form by:
Costs
Item Attribute Controls
ame and the control level (Master \ Organization) oanization (XX-organization1):
ols
Group Name Controlled At:
_______________ ________________ _______________ ________________ _______________ ________________
_______________ _______________________________ ________________
9
these 2
______________
______________
rchasing - delete
mount
the following
__________
8/13/2019 Inventory Basic Setup Lab R12
10/57
Inventory itemMin-Max Maximum quantity
2. Define your item XX-item1in t
Items>Master ItemsQuery enter (F11).
Key in item number: XX-item1 OREnter a partial value and the wildcaXX-item1is displayed in the item n
Query run (Ctrl F11)
From the Main region get the Item
From the alternative regions choosfollowing item attributes (if the box iunchecked, consider the attribute
Attribute AL
Inventory Item __WIP Supply Type __Lot Control __Costing Enabled __Inv. Planning Method __Default Shipping Org __Purchasable __User Item Type __3. Determine the actual item attrib
Items>Organization Items
Item: XX-item1
Click then Find buttonAttribute AL
Inventory Item __WIP Supply Type __Lot Control __Costing Enabled __Inv. Planning Method __Default Shipping Org __Purchasable __User Item Type __
LAB 5 C
ENSURE YOU ARE IN Orga
Enter Inventory > Setup > Flex
_______________ ________________ _______________ ________________
he master organization you created (XX-organiz
d character (%) XX-%% and then use the down arme field
Status code. ___________________
the appropriate region to display and then record ts checked, consider the attribute Enabledor set tOT enabledor set to No).
T Region Value
____________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ ___________
ute values for item XX-item1,in the organization c
T Region Value
____________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ ___________
ategories and Category Sets
ization Seattle Manufacturing (M1)
fields > Key > Values
10
____
tion1):
row key until iteM
e values of theo Yes; if
________
reated.
________
8/13/2019 Inventory Basic Setup Lab R12
11/57
In Find Key Flexfield StructureUnder Dependent Segment, E
Click Find
Under Values, Effective enter
1. Define 3 new categories
Setup>Items>Categories>Ca
Click on the New buttonStructure Name: Item categ
Category: (Click on the Edit i
Family: XX-deskClass: XX-brown
Click on the OK buttonDescription: XX-brown deskTab to the next line, and add y
Structure Name
Item categories
Tab to the next line, and add y
Structure Name Famil
Item categories XX-c
Save
2. Define a Category Set and incluse when you assign items to y
Setup>Items>Categories>Ca
Name: XX Description: Items Set
Categoriesanization level
hoose one of your categories you defined)s = Yes
s to you category set, so that when you update an inly categories you can choose from:
Enforce List of Valid Categories.e back to a cursor pointer.
11
)
)
r data entry)
ion
n car
egories you can
tem with your
8/13/2019 Inventory Basic Setup Lab R12
12/57
Add a new category code toEnter a % and then use the Templates
Click on the New button
Template: XX-sellDescription: XX-items for sal
Select the appropriate Group f
Group
Main
Inventory
Costing
Order Management
Save after each Tab/Group
2. Define a new item using yo
Items>Master Items
Notice that the default catevalid list. This is because twhenever you assignyour
your category set:b> to display LOV for category code combinations.s you just defined, (except the default of course) anur other category code you defined.
es to your item XX-item
b> key and then choose a category code
Item Templates & Item Copy
h 8 attributes enabled.
om 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 YESCustomer Ordered YES
Customer Orders Enabled YES
ur template
gory you entered for your Category Set has been ple default category for a category set must be a valiategory set to an item.
12
Choose one ofthen repeat this
ced in thecategory
8/13/2019 Inventory Basic Setup Lab R12
13/57
Item: XX-item2Description: Created fr
Click on the top Menu under Click on Copy FromTemplate: XX-sell
Click on Apply then DoneSave
How did the item attribute UsGood?______________________Is your new item able to be purchas
Why\Why not? ________________
Can you disable the costing enable
Why\Why not?________________Increase the operating functionalitypurchased.
Either applies the Purchased Item
Save
Why did the item attribute User IteGood to PurchasedItem?_______________________
3. Assign your new item to Seattl
Then assign your categoryorganization, then from the topand when the organization itemthe organization items form, theform, Assign button and assigplease ask. Also, update the frneed help with this step, see La
Save
4. Define another item by copyinenabled that item XX-item2ha
Add a new record
Name
XX-item3
m my template
ools
r Item Type under the Main alternative region get s________________________________________
ed? ________
_________________________________________
d item attribute for this item? ___________
________________________________________
of your item by updating the item attributes that ena
Template, ORupdate the appropriate item attribute
Type under the Main alternative region change fr
_________________________________________
Manufacturing (M1) and Boston Manufacturing (M
set to your item in both organizations. Either do thiMenu under Tools, organization assignment, org as form appears, use the top Menu under Tools, can the top Menu under Tools, categories, ORuse tn your category set to both organization items. If yozen cost for item XX-item2 in org M1, Seattle Man
b 4, step 5.
g item XX-item2. This item will have the exact samenabled
Description
item copied from XX-item2
13
et to Finished_____________
_____________
_
______________
ble an item to be
.
om Finished
__________
) organizations.
from the masterttributes button,egories; OR usee category setsneed help,facturing. If you
e attributes
8/13/2019 Inventory Basic Setup Lab R12
14/57
Click on top Menu under Tool Click on Copy From
Item: XX-item2
(Note: Ensure that you are onlyvalue.)
Click on Apply then DoneSave
5. Assign your new item to SeattlThen assign your category set
3 of this lab.Save
6. You are going to copy an existioccur first or does the template get(Hint: you must have a value in the
not sure of the answer, try defining
LAB 7
1. Define a substitute relationshipOrganization, V1
Items>Item Relationships
Click on New button
From Item To Item
XX-item2 XX-item
Save
2. Define a customer cross-refere
Items>Cross References
Type
XX-xref
Save
Click on Assign button
Item Applicable
XX-item DO NOT C
Save
3. Define a new Manufacturer to t
opying an item, and that the template field does
e Manufacturing (M1) and Boston Manufacturing (Mto your item in both organizations. If you need help
ing item and apply a template at the same time. Doapplied before the item is copied?template field and the item field on the copy pop-up
a new item and applying a template and copying an
Item Relationships
between XX-item2and XX-item3. - Ensure you ar
Type Re
Substitute Y
nce type and assign one of your items to the type.
Description
XX-include in set
to all Orgs Org Value Desc
HECK BOX M1 XX-brown set Inclu
he system.
14
not have a
2) organizations., please see step
s the copy item
window. If you are
ther item!!)
e in the Master
ciprocal
s
ription
e in set
8/13/2019 Inventory Basic Setup Lab R12
15/57
Items> Manufacturers Part
Manufacturer
XX-USA Parts
Save
4. Enter the Manufacturers Part
Items>Manufacturers Part N
Click on New buttonManufacturer: XX-USA Parts
Add the following information:
Manufacturer Part
USA-XX01
USA-XX02
Save
LAB 8
1. Define a new item catalog grou
additional information that youfor items with similar characteri
Setup>Items>Catalog Group
Name: XX-Autom Description: XX-auto
Click on the Details button an
Seq Name De 1 Type Ty
2 Make Ma3 Model Mo 4 Color Co
Save
2. Define 2 new items XX-Vanan
NOTE: You can also naviga
Items> Manufacturers
Query manufacturer if n
umbers>By Manufacturers
Description
XX-Manufacturer
umbers for your items: XX-item and XX-item2.
umbers>By Items
Item
XX-item
XX-item2
Item Catalog Groups
p with 4 descriptive elements. This catalog will be u
would like to search for when generating purchaseistics (descriptive elements)
s
obile
d add the following catalog sequences
scription Req. Description Defaulte Yes Yes
ke Yes Yesdel Yes Yeslor Yes Yes
d XX-Car,assign your catalog group, XX-Automob
e to this same form using:
Part Numbers>By Manufacturers
ot listed, then click the button Parts
15
sed to capture
rders or to search
ile to these items.
8/13/2019 Inventory Basic Setup Lab R12
16/57
Items>Master Items
Name: XX-CarDescription: XX-My aut
Click on the on the top Menu uClick on Copy From
Template: XX-sell (use the La list to chose from)
Click on Apply, then Done
Save
Item: XX-VanDescription: XX-other
Click on the top menu under Click on Copy From
Item: XX-Car
Click on Apply, then Done
Save
Click on the top Menu under
Click on CatalogCatalog Group: XX-Automobil
Name ValueType VanMake HondaModel OdysseyColor Silver
Click on Update DescriptionSaveClose Item Catalog window
2. Now, perform the same cataloggroup descriptive elements to t
Either use the up key to get toQuery entry (F11)Item: XX-Car ORa partial valu
Notice that the item description fo
elements from the catalog group.
omobile
nder Tools
OV icon, CTRL L, or enter a partial value and press
ools
ools
e
E
utton
assignment for item XX-Car, changing the values fe information below, but DO NOT UPDATE DESC
the previous record OR
e and wildcard (XX%)
XX-Van has been updated to include the additiona
You should see XX-My other.Van.Honda.Odyssey
16
the tab to display
r the catalogIPTION.
descriptive
E.Silver
8/13/2019 Inventory Basic Setup Lab R12
17/57
and then press the tab key to dQuery run (Ctrl F11)
Click on the top Menu under
Click on Catalog
Catalog Group: XX-Automobil
Name ValueType 4 DoorMake HondaModel Accord LE
Color Red
Save
Close Item Catalog window
LAB 9
Perform various item searches to fa
1. Use the Item Search form to fi
Items>Item SearchOrganization: M1Click on alternative region andType: S and then the ke
Item: XX-item2
Click on Find button to view sWas anything returned after yoWhy\Why not? _________
2. Use the Item Search form to find
Items>Item Search
Organization: M1Ensure alternative region has Cross Reference Type: XX
Value: XX
Click on Find button to view s
Was anything returned after yoWhy\Why not? _________
Notice that the item description forelements from the catalog group. It sattached to the item for searching, si
isplay a list to choose from
ools
e
Item Searches
miliarize yourself with form functionality
d substitute parts for item XX-item2.
choose Item RelationshipORclickthe and select Substitute
earch resultsu clicked the Find button? ______
_____________________________________
the cross-reference part for item XX-item within org
Cross References displayed-xref-brown set
earch results
u clicked the Find button? ____________________________________________
-Car has NOT been updated to include the additiotill reads XX-My automobile, but the descriptive elence the iytem catalog was assigned to the item.
17
anization M1
al descriptiveents are still
8/13/2019 Inventory Basic Setup Lab R12
18/57
3. Use the Item Search form to fiOrganization: M2Click ok after the following mAPP-05197: Changing organi
Ensure alternative region has Cross Reference Type: XX-xr
Value: XX-br
Did the system allow you to en
Why\Why not? _________
4. Use the Manufacturers Part Nu
Items>Manufacturers Part NItem: XX-item2
Click on Find button to vie
Was anything returned after yo
________________________5. Use the Manufacturers Part Nu
Items>Manufacturers Part N Manufacturer: XX-USA Parts
Click on Find button to view s
Items>Manufacturers Part N
Manufacturer: XX-USA Parts, clic
6. Use the Item Search form to finXX-Automobilewithin organization
Organization: V1Click ok after the followingAPP-05197: Changing orga
Ensure alternative region has Catalog: XX-AutomobilePress the tab key
Name: Make ValName: Model Val
Click on Find button to view s
Was anything returned after yo
Why\Why not?____________
d the cross-reference part for item XX-item within o
ssage appears:zation will clear associated queries
Cross References displayedefown set
ter value:XX-brown set ________
_____________________________________
bers form to find a manufacturer for part XX-item2
umbers>By Items
w search results
u clicked the Find button?
_____________________
bers form to find parts manufactured by XX-USA P
umbers> By Items
earch results OR
umbers>By Manufacturers With cursor
k the Parts button
d items that have specific descriptive elements for yV1
essage appears:nization will clear associated queries
Item Catalog displayed
lue: Hondalue: Accord LE
earch results
u clicked the Find button? _____________
________________________________________
18
rganization M2.
rts
laced on
our catalog group,
____________
8/13/2019 Inventory Basic Setup Lab R12
19/57
7. Use the Item Search form agaigroup, XX-Automobilewithin
Organization: V1Click ok after the followingAPP-05197: Changing org
Ensure alternative region has Catalog: XX-AutomobilePress the tab keyName: Make Val
Was anything returned after yo
Why\Why not?____________
LAB 10 In
What is the organization level locatXX-organization1? ___________
Inventory>Setup>Organizatio
2. What is the locator control optiManufacturing (M1) organization?
Inventory>Setup>Organizati
Click on the Open buttonQuery Enter (F11)Name: XX-SUBINVEnter a partial value with a wil
Engineer _________
Query Enter (F11)Name:Restricted OREnter a partial value with a wilQuery Run (Ctrl F11)
Restricted _________
Are there any locators defined
How did you determine if there
________________________
to find items that have a specific descriptive eleme rganization V1
essage appears:nization will clear associated queries
Item Catalog displayed
lue: Honda
u clicked the Find button? _____________
________________________________________
entory Controls: Item Locators
r control option for Seattle Manufacturing (M1) or________________
ns>Parameters
on for each of the following subinventories in the Se___________________________
ns>Subinventories
card (XX%) or your subinventories
________
card (Res%)
___________
for this subinventory? __________
were locations defined?
____________________________________
19
nt for your catalog
_____________
your organization
attle
8/13/2019 Inventory Basic Setup Lab R12
20/57
3. Define an item that uses locatolocations in your subinventory
Items>Master Items
Item
XX-track
Click on the top Menu under
Click on Copy FromTemplate: Purchase
Click on Apply and then Do
Click on the Alternative RegionLocator Control: Dynamic Ent
Save
Assign your new item to SeattlThen assign your category setLab 6, step 3.
Note: If you havent yet create
Inventory>Setup>Organi
Under Name enter XX-subinv
Under Description Enter XX S
Define 6 specific locations (loca
show a user 2 of the 3 differentApplication.
Inventory>Setup>OrganizatiEnsure you have switched org
Click on the New buttonClick on the Edit icon to pop tvalues
Row Rack
Locator: XX 101
5. Define your last 3 stock locato
Inventory>Setup>Organizati Click the Flashlight icon andsubinv.
Click on the Locators button,\
control so you can track specific quantities of this it
Description
Locator Controlled item
ools
Item
e
: Inventoryry
e Manufacturing (M1) and Boston Manufacturing (Mto your item in both organizations. If you need help
Subinventory XX-subinv you will need to do this be
ations>Subinventories
binventory, Status = Active
tors) within your subinventory. This will be a two st
methods that stock locators can be defined to the O
ns>Stock Locatorsanizations (if necessary)
he stock locator key flexfield and enter the following
in Description Subinventory Statu
X 101 Locator XX-subinv Activ
s for your subinventory.
ns>Subinventorieselect subinventory XX-subinvORrun a query for s
and enter the following stock locators:
20
em in specific
2) organizations., please refer to
fore the next step.
p process to
racle Inventory
three segment
s
e
ubinventory XX-
8/13/2019 Inventory Basic Setup Lab R12
21/57
Row Rack
Locator: XX 102
Locator: XX 103
Locator: XX 104
Locator: XX 105
Locator: XX 106
Save and return to the Navigat
6. Use the Miscellaneous Transacti
Inventory>Transactions>Mis
Date: (Accept default)Type: Miscellaneous Re
Click on the Transaction Line
Item Subinventory
XX-item XX-subinv
Save
7. Verify that the system performefor itemXX-item.
On-hand, Availability>On-haOrganization: M1Item: XX-item
Click on Find
What is the Total Quantity f
Is this value correct? ____
Why? ________________
8. Use the Miscellaneous Transaccontrolled item. If you need hel
Transactions>Miscellaneous
Date Type
XX-item Miscellaneous
Notice that the subinventory automdefining stock locators while using t
in Description
X 102 Locator
X 103 Locator
X 104 Locator
X 105 Locator
X 106 Locator
or.
n, Miscellaneous Receipt to receive 50 dozen units
cellaneous Transaction
ceipt(use CTRL L, List of Values icon, or type in a
button
UOM Quantity Account
DXX 50
d you unit of measure conversion correctly for you r
d Quantities
or your item, XX-item? ____________
_______________
________________________________________
tion, Miscellaneous Receipt to receive 20 units of yp, refer to step 6.
Transaction
Item Subinventory Loca
eceipt XX-track XX-subinv XX.1
tically defaulted for each locator entered - this is bee Subinventories form, for a specific subinventory.
21
of item XX-item
partial value)
ceipt transaction
____
ur locator
or
7.XX
ause you are
8/13/2019 Inventory Basic Setup Lab R12
22/57
Did the system accept this loc
Why\Why Not?________________________
Quantity: 20Account: Use the C
Save
9. Define another item that is unddefine the subinventory (ies) the iterestrict an item to specific locators,restricted to, prior to performing a trXX-subinvyou can use these locat
Items>Master Items
Item Description
XX-track_r Item restricted
Click on the top Menu under
Click on Copy FromTemplate: Purchased ItemClick on the alternative region
Locator Control: PrespecifiedRestricted Subinventories: Ye
Restricted Locators: Ye
Save
10. Assign your item to Seattle MaOrganization M1.
Save
11. To specify which subinventoriescursor on org M1, and click the Or
Click on the top Menu under
Click on Item SubinventoriesPlace cursor on the Subinvent
Subinventory: XX-subinv Place cursor on the Locators fi
Locator: XX.105. X
Save
If cursor is not on a blank line
Subinventory: FGI
tor? ______
________________________________________
RL L key or click the LOV icon - type in M then clic
r restricted locator control. If you restrict subinventis restricted to prior to performing a transaction wi
ou must define the subinventory (ies)\locator(s) theansaction with this item. Since you have already defor combinations to restrict your item to.
to specific subinv and pre-specified locator.
ools
and choose Inventory
ss
ufacturing (M1) AND assign your category set to th
and locators item XX-track_r can use in organizatiAttributes button
ools
ry field and enter
eld and add the following:
nder subinventory field, place cursor on the Subinv
22
_____________
k OK
ries, you mustth this item. If youitem will be
ined 6 locators for
e new item in
n M1, place you
ntory field:
8/13/2019 Inventory Basic Setup Lab R12
23/57
Place cursor on the Locators fiLocator: XX.106. X
Save
12. Use the Miscellaneous TransaDate: (Let default to todaType: Miscellaneous Rec
Click on the Transaction LineItem: XX-track_
Subinventory: Stores
What happens? ___________
WHY? __________________
Subinventory: XX-subinv Locator: % to
Quantity: 3Account: Use the C
Save
13. Name 2 of the 3 ways you can
1. _________________________
2. _________________________3. _________________________
LAB 11 I
1. What is the default starting revisi
Setup>Organizations>Para
Click on the alternative region:
Starting Revision: ________
Remember, this is the defaultManufacturing (M1) organizati
2. Add an item that is revision coperforming a movement or adjustm
You have just restricted itemXX-
movement and adjustment transa
eld and add the following:
ction Miscellaneous Receipt to receive 3 units of ite's date)
eipt (use CTRL L or List of Values icon to find valu
button
________________________________________
________________________________________
open flexfield (select one of your restricted locato
RL L key or click the LOV icon - type in M then clic
define stock locators to the Oracle Inventory Applic
_________________________________________
_________________________________________
_________________________________________
ventory Controls: Item Revision
n for the Seattle Manufacturing (M1) organization?
eters
Rev, Lot, Serial
evision that will be added to all items you assign ton, regardless of value for the item attribute Revisio
trolled, where you must specify a specific revisionnt transactions.
rack_rto 2 specific subinventory-locator combinati
ctions within organization Seattle Manufacturing (M
23
XX-track_r
e)
______________
______________
rs
k OK
tion.
________
________
________
he Seattlen Control
henever
ns for all
1)
8/13/2019 Inventory Basic Setup Lab R12
24/57
Items>Master ItemsItem: XX-revisionDescription: Revision Control
Click on the top Menu under
Click on Copy FromTemplate: Finished Good
Click on Apply and then Don
Select alternative region - Inve
Revision Control: Enable by c
Save
3. Assign your new item to Seattl
Then assign your category setLab 6,step 3.
Save
4. Define a second revision for ite
Items>Master ItemsRequery item XX-revision i
Click on the top Menu under
Click on Revisions
Click on the + icon to add an o
Revision Description B 2nd revisi
Save
5. Use the Miscellaneous Transarevision A, and 10 units ofXX-revis
Date: Today's dateType: Miscellaneous Rec
Item: XX-revisio
Rev: A
Subinventory: XX-subinv Quantity: 2Account: Use the C
Save
Now, perform your Miscellaneous RItem: XX-revisio
Rev: B
led item
ools
entory
hecking the revision control checkbox
e Manufacturing (M1) and Boston Manufacturing (M
to your item in both organizations. If you need help
m XX-revision
if necessary
ools
her revision
Effective Daten Use today's date
ction, Miscellaneous Receipt to receive 2 units of iteionrevision B into subinventory XX-subinv
eipt
n
RL L key or click the LOV icon - type in M then clic
eceipt of 10units ofXX-revisionrevision B into XXn
24
2) organizations.
, please refer to
mXX-revision
k OK
-subinv
8/13/2019 Inventory Basic Setup Lab R12
25/57
What happened? ____________Is Revision B a valid revision for thi
Why \ Why not? _______________If revision B is not valid for this item
How?___________________________________________________Either clear the current record andrevision to complete the miscellane
Subinventory: XX-subinv Quantity: 10
Account: Use the CT
Save
LAB 12 In
1. What are the lot number unique(M1) organization?
Setup>Organizations>Para
Click on the alternative region
Lot Control Uniqueness: __
Generation: __
2. Define an item that utilizes Lot
Items>Master Items
Item: XX-200 lotDescription: Lot/Shelf lTemplate: Purchase
Click on the alternative region
Lot Expiration Control: ShelfliShelf life days: 20
Lot Control: FuStarting Prefix: XX Starting Number: 00
Save
3. Assign your new item to Seattl
_________________________________________
item? ____________
_________________________________________
, is it possible to enable it? ______
________________________________________
________________________________________
pdate the revision for itemXX-revision, or just accus receipt
RL L key or click the LOV icon - type in M then clic
entory Controls: Lot Control
ness and lot generation control options for the Seat
etersRev, Lot, Serial
_______________________
_______________________
Control, and always has a shelf life expiration date
ife controlled itemItem
Inventory
e days
ll Control
01
e Manufacturing (M1) and Boston Manufacturing (M
25
____________
_______
______________
______________
pt the default
OK
le Manufacturing
f 200 days.
2) organizations.
8/13/2019 Inventory Basic Setup Lab R12
26/57
Thenassign your category setLab 6,step 3.
Save
4. Use the Miscellaneous Transasubinventory
Date: Today's d Type: Miscellan
Item: XX-200 lotSubinventory: XX-subinv
Enter Lot #: B00XX00
Was the expiration date filed a
How does the system know wh
________________________
Is there a way to allow a user tlot controlled? ____________How? ___________________
Quantity: 20Account: Use the CTRL L ke
Save
5. Receive another 5 units of itemto partially generate lot numbers for
Item: XX-200 lotSubinventory: XX-subinv
Quantity: 5Account: Use the C
Click on the Lot\Serial buttonWith the cursor placed in the LLot Number: XXLotXXQuantity: 3Press the TABkey twiceQuantity: 1Press the TABkey twice
Quantity: 1
Click on the Done button
Save
to your item in both organizations. If you need help,
ction form to receive 20 units of item XX-200 lotinto
teous Receipt
utomatically populated? ______________
en your items lot will expire?
___________
o specify the EXACT expiration date for a particular___
________________________________________
y or click the LOV icon - type in M then click OK
XX-200 lotinto subinventory XX-subinv, allowing tyou.
RL L key or click the LOV icon - type in M then clic
ot field, enter (Use Control Down Arrow to create ne
26
please refer to
your
item if the item is
_____________
e system
k OK
w rows)
8/13/2019 Inventory Basic Setup Lab R12
27/57
6. If you were complete another rwould the next lot number geneM1?) ____________________
LAB 13 In
1. What are the serial number uni(M1) organization?
Setup>Organizations>Para
Click on the alternative region
Serial Control Uniqueness: __
Generation: __
2. Define an item that is under prgenerated serial numbers for titem.
Items>Master Items
Item: XX-serial_pDesc: Predefined SerialTemplate: XX_Sell
Click on the alternative region:
Serial Generation: Predefine Starting Prefix: XX
Starting Number: 00001
Save
3. Assign your new item to Sea
organizations, or your organiz
Then assign your category setLab 6,step 3.
Save
4. Define another item that is und
Notice that as you tabbed out ofsequential values, based upon tset for the organization items, aattributes starting prefix and nu
eceiving transaction for itemXX-200 lotin organizarated by the system be? (Hint: What is the lot ge________________________________________
entory Controls: ItemSerial numbers
iqueness and generation control options for the Sea
eters
Rev, Lot, Serial
__________________
__________________
defined serial number control. If you do not have ahis item, you will not be able to perform any transac
Numbers
Inventory
ttle Manufacturing (M1) and Boston Manufacturi
tion XX-organization1.
o your item in these organizations. If you need help
er serial number control, using the option at receipt:
the lot field, the lot numbers that were added to thee settings in the organization parameters form andd that the first lot number generated by the systember, for your item,XX-200 lot
27
ion M1, whateration set to for______________
tle Manufacturing
ny system- tions utilizing this
g (M2)
, please refer to
system werethe item attributescame from the item
8/13/2019 Inventory Basic Setup Lab R12
28/57
Item: XX-serial_rDesc: Serial numbers ent
Click on the top Menu under
Click on Copy From
Item: XX-serial_p
Click on the alternative region:
Serial Generation: At Receipt Starting Prefix: AXX
Starting Number: 00001
Save
5. Predefine 20 serial numbers foutilizing this item.
ON-HAND, AVAILABILITY>G
Item: XX-serial_pQuantity: 20
Click on the Submit button, thMonitor your concurrent reque
Click on the Help MenuClick on View my requests
Click on the Find button or u****DO NOT proceed to ste
6. Perform a Miscellaneous Receserial_r into your subinventory
Transactions>MiscellaneousDate: Today's dateType: Miscellaneous Re
Source: (your name)Account: View my reques
e the single request functionp 6 until your concurrent request has completed nor
ipt to receive 5 units of item XX-serial_pand 50 uni
Transaction
ceipt
rmation>
button
p
n (CTRL L)
l number
RL and DOWN arrow key
p
28
nsactions
ts
mally!!!
ts of item XX-
8/13/2019 Inventory Basic Setup Lab R12
29/57
Subinventory: XX-subinv Quantity: 4
Click on the Lot/Serial but With your cursor in the Seria
Choose the first available se
Click on the Done buttonSave
Now, perform your Miscellane
Item: XX-serial_ Subinventory: XX-subinv Quantity: 2
Click on the Lot/Serial buttonClick the Individual radio butt
Serial Number: XX00XX
Serial Number: XX01XX
Click on the Done buttonAdd new record ORuse the C
Item: XX-serial_ Subinventory: XX-subinv Quantity: 48
Click on the Lot/Serial buttonSerial Number: 01XX
Save
Why didnt you manually have
________________________
Notice how you now have a lisand then hit the Find button a
Notice how the system calculatfact that the serial number entrnumbers that were not sequentand then you can select individ
Notice that you were able to ente
onl number field, type % and then hit the tab key
rial number-
us Receipt to receive 50 units of item XX-serial_r
r
on
RL and DOWN arrow key
r
to enter an account for these transactions?
________________________________________
t of values immediately, as opposed to having to clis in the previous example
s the to serial number based upon the transactionmode radial button is set to Ranges - if you wan
ial, change the serial number entry mode radial butt al serial numbers.
specific serial numbers individually or by specifying
29
-
______________
k the LOV button
quantity and theted to enter serialon to Individual,
a starting number.
8/13/2019 Inventory Basic Setup Lab R12
30/57
7. Verify that the system updated
On-hand, Availability>SerialItem: XX-serial_
Click the Find buttonReview the status for your serireview our serial numbers you
Query Enter (F11)Item: XX-serial_rQuery Run (Ctrl F11)
Review the status for your serireview your serial numbers yo
LAB 14 Cr
Create custom transaction souyour company's practice to set asidonce a year. You will need to perfosubinventory to the charity (donatioitems to the charity.
Set up a new subinventory in orghaving trouble.
2. Define a new transaction sourc
Setup>Transactions>Source
Switch to User Defined TabName De
XX-CHARITIES XX
Save
3. Define 2 new transaction types
Setup>Transactions>TypesUnder atl region User Defined
Name DXX-HOLD-CHARITY HXX-ISSUE-CHARITY Is
Save
4. Create 2 new Transaction Reaorganization
Setup>Transactions>Reaso Add a record
Name De
your serial number statuses for item XX-serial_p a
Numbersp
al numbers for item XX-serial_p - toggle to alt regiojust received.
al numbers for item XX-serial_p - toggle to alt regiojust received.
ating Custom Transaction Sources\Types
rce types and transaction types to track your donatie inventory in a spare subinventory and then issuerm a subinventory transfer to move the stock from) subinventory, and then perform an issue from st
anization M1 called XX-Donate - refer to lab 1, st
e type.
Types
scription Validation Typ's Charity Transactions None
for your transaction source type XX-CHARITIES
, add a 2 new transaction types.
scription Actionld for Charity Subinventory Transferue to Charity Issue from stores
on Codes to track all your charity movement transa
s
scription
30
d XX-serial_r
Status and
Status and
ns to charity. It isit to a local charityyourres to ship your
ep 4, if you are
e
tions in your
8/13/2019 Inventory Basic Setup Lab R12
31/57
XX-DONATION DoXX-CHARITY-HOLD Ho
Save
5. You just received a call from yitem to charity. Use the Subin
your subinventory into the subi
Inventory>Setup>Organization
Under Name enter XX-Donate
Under Description Enter XX Subinv
Transactions>Subinventory
Date: Today's da Type: XX-HOLD- Source: (your name
Click on the Transaction LineItem: XX-itemSubinventory: XX-subinv
To Subinv: XX-Donat Quantity: 1
Reason: XX-CHARI
Save
5. Now, perform your issue to a c
Transactions> Miscellaneou
Date: Today's d Type: XX-ISSUE- Source: Goodwill
Click on the Transaction LineItem: XX-itemSubinventory: XX-Donat
Quantity: 1Account: Use the CTRL L keReason: XX-DONA
Save
LAB 15 Pe
1. Perform a Miscellaneous Tranhaving problems, refer to one o
Note: If you havent yet created Su
nate to Charityld for Charity
ur supervisor informing you that the company is goientory Transfer transaction to transfer 1 unit of ite
nventory XX-Donate.
s>Subinventories
entory, Status = Active
Transfer
eCHARITY)
button
TY-HOLD
harity.
Transaction
teCHARITY
button
y or click the LOV icon - type in M then click OKION
rforming Inventory Transactions
action to receive 7 different items into your subinvethe previous labs (lab 10 thru 14)
inventory XX-Donate you will need to do this befor
31
ng to donate 1XX-itemfrom
tory. If you are
the next step.
8/13/2019 Inventory Basic Setup Lab R12
32/57
(This will be in preparation
Date: Today's da Type: Miscellane
Source: (your name Account: Inter-organiza
Date: ToTo Org: BoType: InContainers: 1Source: (yShipment Number: XX999Expected Receipt Date: To
Click on ''Transaction Lines b Item: XX-item
Can you use this item? ____ Why\Why Not?
________________________
IMPORTANT - when you savemissing lots, serial number, locperformed). Provide the additi
f our Physical Inventory and Cycle Count labs)
eus Receipt)unt information>
binventory Loc Lot Serial
-subinv
-subinv ???
-subinv ???
-subinv ???
-subinv ???
-subinv ???
-subinv ???
above, then simply select another classmates similerial_r, then look for 02-serial_ror 04-serial_r).
) has just notified you that it is short 10 pieces of X your subinventory in M1, use the Inter-organization
uring.
ion Transfer
day's dateston Manufacturingentory intransit shipment
ur name)
days Date
tton
______
________________________________________
your 7 transaction lines watch for missing inventoryators. (CURSOR is normally placed on line in erronal information required to complete transaction pr
32
Qty
10
15
1
10
2
10
3
ar item
-item. Since youTransfer to send
______________
controls such asr after a save is
ocessing..
8/13/2019 Inventory Basic Setup Lab R12
33/57
Clear the current Inter-organizitems window, assign item XX-
3. Use the Inter-organization Tra
Transactions>Inter-organiza
Date: ToTo Org: BoType: InContainers: 1Source: (yShipment: XX
Expected Receipt Date: To
Subinventory: XX-subinv To Subinventory: Stores
Tab to Quantity: 10
Will there be any transfer char
What will they be?Is the information correct?
Save
4. The Inventory Manager in Bosarrived. Change organizations to Bnumber XX999.
Change organization - MRP
Click on the Change OrganizaClose windows and return to th
Receive the intransit shipment
Transactions>Receiving>Re Click on the Shipment Number
Click on the Find buttonClose the Receipt Header Win
Click on the check boxto theChange the quantity field to 10
Save
5. Deliver the shipment XX999 to
Transactions>Receiving>Re
Click on the Find button
Click on the check boxin fron
Save
6. Verify your receiving transactio
tion Transfer information and return to the Navigatitem to M2- Boston Manufacturing
sfer to send 10 units of XX-itemto Boston Manufa
ion Transfer
day's dateston Manufacturingentory intransit shipment
ur name)999days Date
es? _______________
______________________________
on Manufacturing has been notified that the intransioston Manufacturing and do a receipt transaction fo
tion button, then Click on Boston Manufacturing (Me Navigator.
for Boston Manufacturing.
eiptsand enter XX999
dow after it is returned
ar left (in front of the quantity field) for your interorg(If need be)
Boston Manufacturing, subinventory Stores.
eiving Transactions
of the quantity field and then tab to verify subinven
n by viewing the transactions
33
r, from the master
turing.
t shipment hasr shipment
2), then Click ok
transfer.
ory=Stores
8/13/2019 Inventory Basic Setup Lab R12
34/57
Transactions>Receiving>VieYou can use either of the folloSource Type: InternalSupplier: Seattle MaShipment Number: XX999Item: XX-item
Is you receipt listed? _____7. Verify your On Hand Quantity i
On-hand, Availability>On-ha
Item: XX-itemSubinventory: Stores
Click on the Find buttonIs you On hand Quantity corre
LAB 16 Re
Ensure you are in organization Sea
First we must create a Purchase Or
Purchasing > Purchase Order
Under Supplieru use 1005, AmericaEnsure there is a Supplier Site
Under Item, RD-ITEM
Quatnity 5, Price 10
Enter Need by Date, Enter todays
Save (Control S)
Click Approve, Submit for Approval,
Check under View, Requests that t
Inventory > Transactions > Re
Enter Purchase Order, Go to Lines
Save (Control S)
Note the Receipt Number
1. Receive an RMA
Transactions>Receiving> R
Enter the the Purchase Order
w Receiving Transactionsing fields to limit your search, or any combination y
nufacturing (M1)
______
s available for transactions.
d Quantities
t? ___________ Qty ____________
turn Material Authorizations (RMAs)
tle Manufacturing M1
der to use for the RMA
> Purchase Orders
n Telephone and Telegraph
ate
Click OK
e Request submitted properly.
eiving > Receipts
and check the white box on the left for the line item
turns
umber or Receipt Number
34
u wish:
8/13/2019 Inventory Basic Setup Lab R12
35/57
Click on Find Button
Click on the Transaction LineLine number: (List of Values CSubinventory: 01-SubinvReturn to, Use the Supplier yo
Quantity: (enter quantity you In Reason: COMPdamage
) Save
LAB 17
First we must create a Purchase Or
Purchasing > Purchase Order
Under Supplier use 1005, AmericanEnsure there is a Supplier Site
Under Item, RD-ITEM
Quantity 5, Price 10
Enter Need by Date, Enter todays
Save (Control S)
Click Approve, Submit for Approval,
Check under View, Requests that t
Inventory > Transactions > Re
Enter Purchase Order, Go to Lines
Save (Control S)
Note the Receipt Number
1. You will be doing one PO receientered into the system before i
Change organizations to Seattl
Transactions>Receiving>Re Purchase Order: 90XX
Click on the Find button
If you receive the message: Thetotal RMA uantit - Just click O
buttonRL L or enter your RMA number)
used
spected)
Receiving Transactions
der to use for the PO Receiving Transaction
> Purchase Orders
Telephone and Telegraph
ate
Click OK
e Request submitted properly.
eiving > Receipts
and check the white box on the left for the line item
ing transaction; a Standard receipt, which requiretems can actually be placed (received) into inventor
le Manufacturing (M1) and perform the receipt trans
eipts
currently entered RMA quantity receipt quantity is- YOU are allowed to over-receive RMAs
35
a receipt to bey.
ction.
reater than the
8/13/2019 Inventory Basic Setup Lab R12
36/57
Close the Receipt Header'' wiClick on the check box, which
Save
2. The Standard PO line is now r
Transactions>Receiving>Re
Source Type: Su Purchase Order: 90
Click on the Find buttonClick on the Check box left of tTab to subinventory: St
Save
3. Check the results of your transquantities.
Transactions>Material Trans
Accept the default datesTab to the subinventory field a
Click on the Find buttonThe first view is of the locationClick on the alternative region:
What does the source field rep
Does it change for different typ
On-hand, Availability>On-haItem: AS18947Subinventory: StoresClick on the Find buttonIs the qty correct? _________If you had not delivered your shand quantity here? _______Why? ___________________
What menu path would you us
________________________
Lab 18
1. Define 3 ABC classes to use f
ABC Codes>ABC ClassesClick on the + icon to add a neuse the down key to get to theblank line
dowis left of the Quantity field
ady to be delivered to Storessubinventory.
eiving Transactions
pplierX
he quantity field.res
actions by viewing the transaction history and then
actions
d enter: Stores
information.Transaction Type
resent? ____________________________
es of transactions? _______________
d Quantities
_andard line into a subinventory, would you be able t____
___________________
e to find receiving transactions?
___________________
ABC Analysis
r your ABC compilation. (Ensure you are in organiz
class, ORfirst blank line, or use the mouse and place your cu
36
erify the on hand
o view the on
ation M1)
sor on the first
8/13/2019 Inventory Basic Setup Lab R12
37/57
Class Name: XX-ClassDescription: My class
Click on the + icon to add a neClass Name: XX-ClassDescription: My class
Click on the + icon to add a neClass Name: XX-ClassDescription: My classSave
2. Rank or sequence the items i
ABC Codes>ABC Compiles
Click on the New buttonName: XX-COMPI
Description: XX's Com Content Scope: Subinvent
Subinventory: XX-subinv
Valuation Scope: Subinvent Criterion: Current o
Cost type: Frozen
Click on the Compile button
Click on the OK button for thAPP-05209: Concurrent re
* * PRINT COMPIL
Click on the OK button for thAPP-05209: Concurrent re
Click on the Help MenuClick on View my requests
Click on the Find button
Ensure request ABC DES
Click on the View Output butt
Close all windows and return t
3. Create an ABC group for youryour items to your ABC classes
Notice the sequence numbersgenerated are based upon thesubinventory. The lowest seq
with the highest on hand quanin your subinventory with the l
items
class, or use the down key to get to the next blan
items
class, or use the down key to get to the next blan
items
n your subinventory by current on hand quantity
LEile
ory
oryhand quantity
caution pop up box:quest xxxxx submitted
E RESULTS --- YES *
caution pop up box:quest xxxxx submitted
ENDING VALUE REPORT completes with a statu
on to view the ABC Descending Value Report Exit
the Navigator
X-COMPILE, assign your ABC classes to this grou. This ABC group will automatically have all items t
that have been assigned to each item. These sequcompile options you chose - current on hand quaence number (1) has been assigned to the item in
ity, and the highest sequence number (x) has beenwest on hand quantity.
37
line
line
s of Normal:
file
, and then assignat were compiled
ence numberstity and specificour subinventory
assigned to the item
8/13/2019 Inventory Basic Setup Lab R12
38/57
by the system when you generyour compile.
ABC Codes>ABC AssignmeClick on the + icon to add a neGroup Name Compile N
XX-GROUP XX-COMPI Save (Ctrl S) -
Note: Make sure the cursor
Click on the Group Classes bPriority Class Name1 XX-Class A2 XX-Class B3 XX-Class CSave (Ctrl S) Close window A
Click on the Assign Items butyou linked to your ABC group.
Class SeqXX-Class A 2XX-Class B 3XX-Class C ?
What was the sequence numbWhy was this sequence numb
________________________
Are there other ways (besides
ABC compile to an ABC group
________________________
Save
Concurrent program Define Anormally before proceeding.
Concurrent request id _____
Click on the Help MenuClick on View my requests
Click on the Find button or u
When the request Define ABCwindow and requery your ABC
Click on the Update items bubecause you would like to can
ted your ABC compile because you are linking your
t Groupsgroup name
me
LE
is highlighting YOUR new group name before proc
utton to add your ABC classes to your group
C group class Assignments window.
ton to assign items within your compile to the specifi
er assigned to XX-Class C? __________r assigned to XX-Class C?
________________________________________
assigning sequence numbers to ABC classes) to as
?
________________________________________
C Assignments is then initiated - wait until this req
___________
e single request and enter your request id
assignments completes normally, close the ABC AAssignment group
ton to change the system generated item-class assichange one of the items assigned to Class A to Cla
38
ABC group to
eding
ic ABC classes
______________
sign items from an
______________
uest completes
sign Items
gnments,s B
8/13/2019 Inventory Basic Setup Lab R12
39/57
Highlight the item you wish to chanby using the LOV icon to select a n
Save
Lab 19
1. Define a cycle count header aunscheduled entries. ApproveAutomatic Scheduler.
Counting>Cycle Counting>C
Click on the New buttonName: XX
Description: XXAdjustment Account: UsCount Subinventories: Sp
Subinventory: XX
Alternative Region: Control, Sc
Late Days: 1Unscheduled Entries: Ye
Display System Qty: Ye Automatic Recounts: Cli
Maximum: 1Alternative Region: Serial ConSerial Control Option MuAuto Schedule: CliFrequency: Da
Count Zero Quantity: CliSave (Ctrl S)Alternative Region: AdjustmenApproval Required: If out of T
Qty 5% 5% Adjust. Value 5 5
Hit/Miss 10% 10 ABC Initialization
Group: XX-GROU Option: (Re) Initial
Save (Ctrl S)Write down your concurrent re
Click on the Help MenuClick on View my requests
Click on the Find or use the s
When your concurrent requestand continue to the next step
While the Cycle Count head
2. Update your cycle count with y
Click on Classes button, and
Name Counts p
e classes for, and simply update the class by enteriw class (while your cursor is in the class field)
Cycle Counting
d initialize it with the ABC compile group, XX-GRO out of tolerances only and choose the daily option f
ycle Counts
-CYCLE-COUNT's Cycle Counte the CTRL L key or click the LOV icon - type in Phecific-subinvope
ssck the check box -
rol, Scheduleltiple Per Requestck the check boxilyck the check box
s, ABClerance
ize
uest id __________________ (OK)
ingle request option
id has completed with a status of Normal, close the
r form is displayed, requery your cycle count yo
our ABC classes
update your counts per year for each class
er year Approval Variance/Quantity %
39
ng a new value or
P. Enabler running the
then click OK
request window
u just created
8/13/2019 Inventory Basic Setup Lab R12
40/57
XX-Class A 22 XX-Class B 75
XX-Class C 50Save
4. Initiate the cycle counting functcounts.
Click on the top Menu under
Select Perform Full Cycle CouClick on the Parameters field fNameGen. AutoSchedGen. CycleCountReg.Cycle Count Listing
Click on the Submit button, th
Click on the Help MenuClick on View my requests
Click on the Find or use the s
When the program name C
Click on the View Output buttThe CYCLE COUNT LISTINGbeing run, due to you setting th
5. Enter cycle count entries for yo
Counting>Cycle Counting>CCycle Count: XX-CYCL
Click on the Find buttonFind all open count requests =Enter quantities:(Note: if you change the regi
Enter several counts out of tolquantity.
Note: If you have data on the oCycle Count' process. If the prNavigator. If not, please ask f
This compile will then beyou will be defining.
2
ionality for your cycle count, so you can begin perfo
ools
nt - This is a request set composed of 3 concurrenr each requestto get the popup window for param
ParametersCycle Name: XX-CYCLE-COUNTCycle Name: XX-CYCLE-COUNTCycle Name: XX-CYCLE-COUNTEnsure that you check the save box for thi
en click no to submit another request
ingle request option
YCLE COUNT LISTING has completed normally, th
on
contains items that must be counted within 1 day ofe Late Days option to 1.
ur cycle count, XX-CYCLE-COUNT(Keep the qua
ycle Count Entries-COUNT
YES
on to Adjustments you can see the system ge
rance and make the rest of the counts entered mat
utput of the report you have successfully generatedvious step was successful, close all windows and rr assistance.
sed to assign your items to specific ABC class with
40
rming daily cycle
programs.eter inputs
s report ONLY.
en
the scheduler
tities reasonable)
erated quantity.)
h the system
an 'Automaticturn to the
in an ABC group
8/13/2019 Inventory Basic Setup Lab R12
41/57
For counts entered that are oubypass the tolerance qty at thelower portion of the cycle coun(ie..if system quantity=50, thenlevel tolerance of + or -5%, but
For serial items that appear onbutton and click the All Preseunclickthe present checkbto moving from the count field,number details for this requestOnce you have entered a counSave (Ctrl S)
Click then Ok button when th
6. Approve, reject or recount you
Counting>Cycle Counting>A
Cycle Count: XX-CYCLE
Click on Find buttonQuery counts pending approva
7. Recount any of your cycle cou
Counting>Cycle Counting>CCycle Count: XX-CYCL
Click on the Find buttonFind all open count requests =Enter quantities:
Save
8. Approve, reject or recount youCounting>Cycle Counting>A
Cycle Count: XX-CYCLE
Click on Find buttonQuery counts pending approva
Notice counts that were entecounts that are out of tolertolerance but not the same qdue to the cycle count optioAlways, then each count wneed to approve, reject or re
with an approval status of r
Notice the counts just enterefactthat automatic recountswas set to 1. If you had entitems that were recounted anumber for recounts is reach
t of tolerance, enter at least one count that will alloheader level, but not the Class (A) level (item clas
t entries screen)enter count qty of 54; this quantity variance will panot the class A tolerance of + or -2%.
your cycle count, after entering a count for that itet button if you do not want to perform an adjustmex (to enter an adjustment) If you do not click the Sa pop up not will appear informing you to Please e
t for each item on the cycle count entries form,
e note Adjustments processed window appears.
cycle count entries for your cycle count; XX-CYCL
pprove Counts
-COUNT
l only? NO
nt items that have a status of recounted
ycle Count Entries-COUNT
YES
cycle count entries for your cycle count; XX-CYCL pprove Counts
-COUNT
l only? NO
red which matched system quantities are tagged asnce are automatically set to a status of recount.uantity that the system has, then status of the adjusfor approval being set to If out of tolerance - If yo
ithin tolerance but not the same quantity as the systcount the item (if recounts were allowed). If you do
count, then you do not have to perform steps 7 an
d for recount have the approval option set to Noneere enabled for your cycle count, and the maximured 2 for the maximum number of recounts, then thd still not with tolerances would still be set to Reco
ed)41
the system toes are shown on
s the header
, click the Serialt, otherwise,rial button priorter the serial
-COUNT
E-COUNT
approved and thatIf a count is withintment is approved
set this option tom, you would either
not have any counts
8 of this lab.
. This is doing to thenumber of recounts
e action for recountedunt (until maximum
8/13/2019 Inventory Basic Setup Lab R12
42/57
8/13/2019 Inventory Basic Setup Lab R12
43/57
Click on the Help MenuClick on View my requests
Click on the Find or use the s
When the program name GENgenerate your defaulttag infor
Default tag informationName: XX- PITag Type: BlankStarting tag: This inform- If not, then enter your endin- (eg. If your ending tag nuDigit Increment: this inform
If above information defaultStarting Tag number field and
Click on the Generate button
Click on the Help MenuClick on View my requests
Click on the Find or use the s
When the program name GENproceed to the next step.
3. Enter tag counts for physical in
Counting>Physical Inventor
Name: XX-PIClick on the Find buttonQuery all existing tags:YES
Your blank tags will be displayitem you found in your subinve
Item: AS10001Subinventory XX-subinv
Qty: 100
Since this was the only item yovoid the remaining 2 blank tag
VOID: Check box
Enter quantities for all your
Save
4 Run the Physical inventory mi
ingle request option
ERATE PHYSICAL INVENTORY TAGS has compleation
ation should already be displayedg tag number +1ber was XX0004, then enter XX0005)tion should also default - if not enter001111
ed correctly, then you should simply have to place ythen hit the Tab to allow system to complete the d
ingle request option
ERATE PHYSICAL INVENTORY TAGS has comple
ventory XX-PI.
>Tag Counts
d first. For your first blank tag, enter the following intory, but that was not accounted for when the snap
u found in your subinventory that was not included i:
remaining tags, entering any count you wish.
sing tag listing
43
ted normally,
our cursor in theefault information
ted normally,
formation for anshot was taken.
n the snapshot,
8/13/2019 Inventory Basic Setup Lab R12
44/57
Reports>ABC and CountingSingle request CliRequest Name: PhName: XX
Once the request has complet
Number of Missing
Click on the Help MenuClick on View my requests
Click on the Find or use the sHighlight your request, and
Click on the View Report butt
5 Approve all of the adjustments
Counting>Physical Inventor
Name: XX-PI
Click on Find buttonQuery out of tolerance adjust
1) You MUST approve, reject or voi
2) You should always run the Phyprogram to be assured that eve
Click on Approve All button
6. Launch the adjustments progr
Counting>Physical Inventor
Query your physical inventory.
Click on the top Menu under
Click on Launch Adjustments
Account: Use the CTRL L ke
Click on Launch Adjustments
Lab 21
1. Your manager has just notified yto your Cycle Count, which was notcontrol group.
This additional count is co
Counting>Cycle Counting>CQuery enter (F11)
k Okysical Inventory Missing Tag Listings-PI
d, verify on the report output that you see:
Tags: 0
ingle request option
on to ensure you see Number of Missing Tags: 0
>Approve Adjustments
ents only?YES
d EVERY tag
ical Inventory Adjustment REPORT before runningry thing looks reasonable.
m:
>Physical Inventories
With your cursor on your physical inventory,
ools
y or click the LOV icon - type in Ph then click OK
2nd Day Cycle Counting
u that you will need to count a new item daily. Manincluded in your original ABC compile, and place th
nsidered a Manual entry, not an unscheduled entry.
ycle Counts
44
the adjustments
ually add that itemt item in the
8/13/2019 Inventory Basic Setup Lab R12
45/57
Key in: XX%Query run (Ctrl F11)
Click on the Open button
Click on the Items button
Click on the + icon to add a ne
Click on Edit, and Select Ne
Class: XX-ClassItem: AS10001Control Group:Check Box
Save
2. Now initiate the cycle counting
Click on the top Menu under Select Perform Full Cycle Cou
Name
Gen. AutoSchedGen. CycleCountReg.Cycle Count Listing
Click on the Submit button, th
Click on the Help MenuClick on View my requests
Click on the Find or use the sWhen the program name CYC
Click on the View Output butt
3. Enter several preapproved cyclcounted for your cycle count, X
Counting>Cycle Counting>C
Cycle Count: XX-CYCL
Click on the top Menu under
Select Enter Preapproved Cou Enter a count for one of your it
in a count quantity of 50,000.
Note: If you do not have data
Preapproved counts are notentered on the cycle count e
class, OR
record
(autoscheduler) for Day 2 of your cycle count.
oolsnt -
Parameters
Cycle Name: XX-CYCLE-COUNTCycle Name: XX-CYCLE-COUNTCycle Name: XX-CYCLE-COUNTEnsure that you check the save box for thi
en click no to submit another request
ingle request optionLE COUNT LISTING has completed normally
on to see what items need to be counted.
count entries and then enter the remainder of you-CYCLE-COUNT.
ycle Count
-COUNT
ools
ntsems that is unreasonable - If your system quantity is
on the output of the report, please ask for assistanc
ubject to any cycle count tolerances established; wtry form is automatically approved.
45
s report ONLY.
items to be
500, then enter
e.
atever count qty is
8/13/2019 Inventory Basic Setup Lab R12
46/57
Save (Ctrl S)
Close the Cycle Count Entries
4. Review the Approval action of t
Click on the Approvals button
5. Enter the remaining count qua
Click on the Counts button
(Note: if you change the regi
Enter you count quantities for
For serial items that appear onbutton and click the All Preseclick the present checkbox (tomoving from the count field, anumber details for this requestOnce you have entered a coun
Save
Click OK button for Adjustme
3. Approve, reject or recount you
Counting>Cycle Counting>A
Cycle Count: XX-CYCLE
Click on Find buttonQuery counts pending approva
If you do not have any counts t
4. Recount any of your cycle cou
Counting>Cycle Counting>CCycle Count: XX-CYCL
Click on the Find buttonFind all open count requests =Enter quantities:
Save
5. Approve, reject or recount you
Notice the Approval Action fthe cycle count tolerances e
form.
he count you just entered.
tities for your items.
on to Adjustments you can see the system ge
our items.
your cycle count, after entering a count for that itet button if you do not want to perform an adjustmeenter an adjustment) If you do not click the Serialop up not will appear informing you to Please ente
t for each item on the cycle count entries form
nts processed window
cycle count entries for your cycle count; XX-CYCL
pprove Counts
-COUNT
l only? NO
hat have a status of recount, then skip the step 4 a
nt items that have a status of recounted
ycle Count Entries-COUNT
YES
cycle count entries for your cycle count; XX-CYCL
r this item is Approved even though the count quastablished. This was a preapproved count requeste
46
erated quantity.)
, click the Serialt, otherwise, unutton prior to
r the serial
-COUNT
d step 5
-COUNT
ntity entered exceededd.
8/13/2019 Inventory Basic Setup Lab R12
47/57
Counting>Cycle Counting>A
Cycle Count: XX-CYCLE
Click on Find buttonQuery counts pending approva
LAB 22
1. Define an item, which will haveappropriate item attributes, whimethod, lead times, order cost
Items>Master ItemsItem: XX-reorderDesc: For testing reorde
Click on the top Menu under
Click on Copy FromTemplate: Purchase Item
Click on Apply and Done
Click on the alternative region:Inventory Planning Method = Cost:Order=6 (fixed dollar amounCarrying=. 15 (the annual carrSource Type: Supplier
Click on the alternative regionEnsure that planning method iForecast Control: None
Click on the alternative regionPreprocessing Leadtime:Processing Leadtime:
Postprocessing Leadtime:
Save
Assign to Seattle Manufacturinyour category set to the new it
Save
Notice the counts just entered fofact that automatic recounts werwas set to 1. If you had entereitems that were recounted and snumber for recounts is reached)
pprove Counts
-COUNT
l only? NO
Forecast and Forecast Sets
a general planning method of reorder point planninich enable the EOQ and reorder points to be calcula, carrying cost)
r point planning
ools
General Planningeorder Point (pop list)
t to place the order regardless of quantity)ying cost to stock one unit of the item)
MPS/MRPset to: Not Planned
Lead Times1 (number of days required to place a purchas1(number of days to procure the item)
1(number of days to deliver a Purchased Ite
g (M1) and Boston Manufacturing (M2) organizationm in both organizations.
r recount have the approval option set to None. Tenabled for your cycle count, and the maximum nu2 for the maximum number of recounts, then the a
till not with tolerances would still be set to Recount
47
g. Enter theted. (Planning
order)
into inventory)
s. Then assign
is is due to thember of recountstion for recounted(until maximum
8/13/2019 Inventory Basic Setup Lab R12
48/57
2. Create a Forecast Rule to use
Setup>Rules>ForecastName: XX
Description: MyBucket Type: W
IncludeSales Order shipments: Ch
Issues to WIP: DoMiscellaneous Issues: ChInter-org Transfers: ChForecast: Fo
Save
3. Manually load the safety stock
Planning>Safety Stocks
Click on New button
Default Item: XX-reorde Effective Date: Todays D Quantity: 100
Save
4. Create a forecast and forecastthe EOQ for your reorder point
Planning>Forecast>SetsAdd a forecast setForecast Set: XX-FC-SE
Desc: XX's FCS Bucket type: WeeksLevel: ItemConsume: YesOutlier Update: 100%Backward Days: 3Forward Days: 3Save
Forecast Description XX-FC XXs Fore Save
Click on the Forecast Items b
Item: XX-reorder(rest of
Just click ok - This warning meplanned.
Note: You should receive a po
hen you generate your Forecast in step 5.
-MY Ruleforecasting ruleeks
eckboxNOT Check box
eck boxeck boxcus
quantity for item XX-reorder
te
et, which will be used by the reorder point-planninglanned item.
T
ast
utton
information will default)
ssage is letting the user know that the item is NOT
p up note box: Warning: This item is not planned
48
lab to calculate
RP or MPS
8/13/2019 Inventory Basic Setup Lab R12
49/57
You can still plan for this item
Click on Detail button
Bucket Date E
OriginalWeeks Today's date 3(defaulted)
What happened when you trie
________________________
Why? ___________________
Save
5. Generate your forecast.
Planning>Forecasts>Genera Forecast Name: XX-FC
Forecast Rule: XX-MY Rul Selection: Specific In
Item: XX-reorde Category Set: XX-SET
Specific Category: (blank)Overwrite: All entriesStart Date: Accept de
Cutoff Date: Accept de
Click on Submit request butto
This forecast will be used for t
4. What are the two types of fore
_____________________
LAB 23
1. Run the Reorder Point Plannin
Planning>Reorder Point Pla
PARAMETERS:Item selection: Items undRestock: NoForecast: XX-FC1
stSort: Category
Category Set: XX-SET
Note: accept all other defaul
Click on OK button
sing Reorder Point Planning.
d Date No. of Buckets Curr
o. from today (accept default) 300
to put in todays date?
___________________________________
___________________________________
e
leventory Item
aultault
n
e Reorder Point lab.
asts Oracle Inventory can generate for you?
_ _______________________
Reorder Point Planning
g report to see if its time to replenish item XX-reord
ning
r reorder point
parameters
49
ent
er
8/13/2019 Inventory Basic Setup Lab R12
50/57
Click on the Submit RequestWrite down the concurrent req
Click on the Help MenuClick on View my request
Click on the Find or use the s
When the program Reorder P
Click on the View Output butt
If there is no data on the repordid you also add your categoryparameter for the ROP repor
Was the item attribute under G
Was the item attribute under M
If there is no data on the repor
2. Now, perform a Miscellaneousquantity of 50, and then rerun trunning the report)
If you need help performing a
Did the reorder qty change? _ Is the value correct? _
WHY\WHY NOT?
____________________________
LAB 24
1. Define an item, which will be mireport for either the whole orga
Items>Master Items
Item: XX-minmaxDesc: For testing min/m
Click on the top Menu under
Template: XX-sell
Click on Apply and Done
Click on the alternative regionInventory planning Method Mi
Min-Max quantities:Minimum: 50Maximum: 500
buttonest id ____________________ click No
ingle request option
oint planning has completed with a status of Norma
on to view your report
output, when assigning item XX-reorderto your chiset and category code combination that was used?
eneral Planning for planning method set to Reorde
PS/MRP Planning for planning method set to None
output, ask for assistance before proceeding to ne
Receipt transaction in organization M1 for item XX- e ROP report again. (Use the same input paramete
iscellaneous transaction, see labs 9 thru 14.
_______ Qty _____________
________________________________________
Min-Max Planning
n-max, planned. Set appropriate values to allow runization or for specific subinventories; XX-subinv a
ax planning report
ools
General Planningn-Max (pop list)
50
l
ld organization,s an input
Point Planning?
?
t step.
eorderfor ars used when first
______________
ning the min/maxd FGI.
8/13/2019 Inventory Basic Setup Lab R12
51/57
8/13/2019 Inventory Basic Setup Lab R12
52/57
XX-subinv Yes
Click on the alternative regionType: Supplier(pop list)Click on the alternative region
Preprocessing Leadtime:Processing Leadtime:Postprocessing Leadtime:
Subinventory Min-Max Pl FGI Ye
Click on the alternative regionType: Supplier(pop list)Click on the alternative region
Preprocessing Leadtime:Processing Leadtime:Postprocessing Leadtime:
Save
Note: these values entered at thespecific organization/subinvento
Close all windows and return t
4. Run the Min-Max Planning rep
Planning>Min-Max Planning
Planning Level: Su Subinventory: XX Item Select: Ite
Category Set: XX
Restock: No
(Note: accept all other defau
Click on the OK button
Click on the Submit Request
Click on the Help MenuClick on View my request
Click on the Find or use the s
When the program Min\Max P
Click on the View Output butt
Is there a suggested reorder qHow Much?Is the quantity correct?
WHY\WHY NOT?
25 500
Sourcing''
Lead Times''111
anning Min Qty Max Qtys 100 250
Sourcing''
Lead Times''111
subinventory level are used when running they specified)
the Navigator.
ort to see if it is time to replenish item XX-minmax i
binventory-subinv
s under minimum quantity-SET
lt values)
button - click No
ingle request option
lanning has completed with a status of Normal
on to view your report
antity on the report output for your item? ____________________
52
in/max for the
n XX-subinv
____
8/13/2019 Inventory Basic Setup Lab R12
53/57
____________________________Now, perform a Miscellaneous RecFGIa quantity of 75, and then rerunIf you need help performing the tran
(For the report, use the same i