30334390 INV Inventory Beginers Guide

8/6/2019 30334390 INV Inventory Beginers Guide

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Oracle Inventory

Beginners Guide

Beginners Guide

Oracle Inventory

Thampy Mathew

Thampy Mathew Page 1


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Oracle Inventory

Beginners Guide

Foreword

These notes are compiled keeping in view of students just begin to learn Oracle

Applications. Even though there is nothing very complicated in Oracle Inventory, abeginner finds it very confusing and complicated initially for some time. While attending

lectures, under the guidance of the faculty, the students do all the relevant exercises. But,

after the lecture hours when he/she is trying to do the same exercise all byhimself/herself, he/she will find that the steps are not remembered properly. The lecture

notes are not of much use because that is not written properly or there is no mention of

certain steps in the notes. This in turn leads the student to a kind of desperation. Thepurpose of these notes is to save the students from the kind of desperation mentioned

above.

These notes are definitely not describing Oracle Inventory in detail. For an in depth

study, the students must go through the given Course Material, Help Files and PDF Files.Any body will opt for an advanced study only when they understand the preliminaries.

The object of these notes is to make a student comfortable with the preliminaries.

In these notes wherever I have used the word Choose you have to pick a value from an

available LOV by pressing the keys Ctrl + L. Similarly, wherever the word Enter isused you have to type the value in that field. If the students in general feel that the notes

are of some help while practicing at the initial stage, I will feel that my work borne fruit.

THAMPY MATHEW



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ContentsPage

1.0 Sequencing the implementation of Inventory 1

1.1 Define Flexfields 1

1.1.1 Item 1

1.1.2 Item Categories 1

1.1.2.1 Define Value sets 3

1.1.2.2 Define Flex Structure 31.1.2.3 Compile the Flex Structure 4

1.1.2.4 Enter Possible Values for Each Segment 4

1.1.2.5 Define Category Codes (Category Names) 51.1.2.6 Define Category Sets 5

1.1.2.7 Assign Items to Category Codes 61.1.2.8 List the Items Belonging to a Particular Category 6

1.1.3 Item Catalog Group 1

1.1.4 Stock Locators 11.1.5 Account Aliases 1

1.1.6 Sales Orders 1

1.2 Assign Default Category Sets 7

1.3 Define Workday Calendar 8

1.4 Define ATP Rules 101.5 Define Picking Rules 101.6 Define Locations 10

1.7 Define Organizations 11

1.8 Define Shipping Networks 141.9 Define Units Of Measures 15

1.10 Define Item Attribute Control Levels 16

1.11 Define Item Status Templates 181.12 Define User Item Types 19

1.13 Define User Item Type Templates 19

1.14 Define Asset Items and Assign to Organizations 19

1.15 Define Expense Items and Assign to Organizations 201.16 Define UOM Conversions 21

1.17 Define Item Revisions 23

1.18 Define Item Relationships 231.19 Create Item Catalog 24

1.20 Define Asset Subinventories and Assign Items 25

1.21 Define Expense Subinventories and Assign Items 261.22 Define Vehicle 27



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Beginners Guide1.23 Define Container Types 27

ContentsPage

1.24 Define Containers 271.25 Define Freight Carriers 28

1.26 Define Transaction Source Types 28

1.27 Define Transaction Reasons 281.28 Define Account Aliases 28

1.29 Define Shipping Methods 29

1.30 Define Transit Times for Shipping Methods 291.31 Define Organization Access 29

1.32 Launching Transaction Managers 30

2.0 Open Inventory Accounting Periods 30

3.0 Miscellaneous Transactions 30

3.1 Miscellaneous Receipt 30

3.2 Miscellaneous Issue 313.3 Transferring Items Between Subinventories 31

3.4 Transferring Items Between Organizations Without ISO 32

3.5 Tracking Materials in Intransit Inventory 42

4.0 Inventory Controls 43

4.1 Revision Control 434.2 Locator Control 44

4.3 Lot Control 46

4.4 Serial Control 47

5.0 Inventory Planning 50

5.1 Min-Max Planning 50

5.1.1 Organization Level Min-Max Planning for Buy Items 50

5.1.2 Subinventory Level Min-Max Planning for Buy Items 52

5.1.3 Organization Level Min-Max Planning for Make Items 54

5.2 Reorder Point Planning 56

5.2.1 Set the Required Item Attributes 56

5.2.2 Define a Forecast 56

5.2.3 Define or Generate Safety Stock 575.2.4 Run theReorder Point Report 59



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Beginners Guide5.2.5 Do Requisition Import from Purchasing 59

ContentsPage

5.2.6 Find out the Requisition Number from the Requisition Summarywindow. Page 60

5.3 Replenishment61

5.4 Kanban 63

6.0 Accuracy 65

6.1 ABC Analysis 65

6.2 Cycle Counting Using ABC Compile 68

6.3 Physical Inventory 70

7.0 Inventory Costing 73

7.1 Cost Elements 73

7.2 Cost Sub-elements 737.3 Cost Types 74

7.4 Define Item Cost 75

7.5 Updating Item Cost 76

7.6 Viewing Different Costs of an Item at Different Times 76

8.0 Purchase Order Receipts 77

9.0 Checking ATP 77

10.0 Attaching Documents 77

11.0 Transferring Transactions to GL 78

12.0 Closing Inventory Accounting Periods 79



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1.0 Sequencing the implementation of Inventory

1.1 Define Flexfields1.1.1 Item

Refer the Item Categories described in 1.1.2

1.1.2 Item Categories

1.1.2.1 Define Value sets

1.1.2.2 Define Flex Structure

1.1.2.3 Compile the Flex Structure

1.1.2.4 Enter Possible Values for Each Segment

1.1.2.5 Define Category Codes (Category Names)1.1.2.6 Define Category Sets

1.1.2.7 Assign Items to Category Codes1.1.2.8 xList the Items Belonging to a Particular Category

1.1.3 Item Catalog Group


1.1.4 Stock Locators


1.1.5 Account Aliases


1.1.6 Sales Orders


Flexfields

Flexfields are of two types (1) Descriptive Flexfields and (2) Key Flexfields. As

the name suggests, Descriptive Flexfields are used for providing extra informationabout a particular record. They normally remain hidden. On the screen, you will

find only a very small box slightly bigger than a check box. When the cursor

enters into the box, a bigger text box appears in which the user can enter therequired information. When finished the longer text box disappears and it will



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Beginners Guideappear as a small box as usual. With the help of this type of an arrangement, the

programmers save the much needed screen space.

Key Flexfields are slightly different in its construction. They are attached to

certain specific fields of the screen. As the cursor enters that particular text box towhich a Flexfield is attached, multiple text boxes, which otherwise remain hidden,

pop up. The user enters values in the text boxes that pop up and when finished,

they disappear and the values arranged one after another, separated by a dot orhyphen, appears as a single value in the normal text box. For example, suppose

we have attached a Flexfield with three text boxes in one of the text boxes, TextBox 1 on your screen. In the normal situation, you will not see the three text boxes

of the Flexfield. But, as the cursor enters the Text Box 1 to which the Flexfield isattached, the three text boxes will pop up. Suppose you entered a value of01 in

the first text box, a value of 02 in the second text box and a value of 03 in the

third text box. When you click on OK, all the three text boxes disappear, and a

value of01.02.03 appears in Text Box 1.

Which field in your screen can be made a Flexfield is decided in the ApplicationLevel. A user cannot change it. But, how many text boxes should pop up when the

cursor enters into it is decided at the user level. The user can also decide what

shall be the kind of data (Character or Numeric) that can go into each one of thetext box that pop up and also he can decide how many characters or digits a pop

up text box can accept.

Technically, a pop up text box is called a Segment and the combination of thedata type (Character or Numeric) and the maximum length (Maximum number of

characters or digits that can go into a text box) is called a Value Set.

You have to create one value set for each segment and you can choose as high as

30 segments for a Flexfield.

The method of defining the Flexfield remains the same through out Oracle

Applications. Though there are six flexfields, as listed above, can be created in

Oracle Inventory, as the method of creation is exactly the same, we will discuss

only one, which is the Item Category Flexfield.

Suppose you want to segregate all the items in your subinventories. You have

decided to classify them as Electronic, Mechanical and Others. After the firstclassification, you will get three groups of items under three different headings.

Now, you have decided to classify each group asBuy, Make and Others. After the

second classification you will get nine groups of items as Electronic.Buy,

Electronic.Make, Electronic.Others Mechanical.Buy, Mechanical.Make,

Mechanical.Others, Others.Buy, Others.Make and Others.Others.



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Beginners GuideSee that Oracle Inventory appeared in the field Applications

(c) Move Cursor to the field Flexfield Title

(d) Press the down arrow key repeatedly till the valueItem Categories

appears in the field.(e) Enter a name for your Structure (Say My Structure)

(f) Optionally enter a description

(g) Click on the push button Segments(h) Enter Num (1)

(i) Enter a name for your first segment (Elect/Mech)

(j) Enter a window prompt for your first segment

(Electronic/Mechanical)(k) In the field Column choose the value SEGMENT1

(l) In the Value set field choose the name of the Value Set defined for

the first segment. That is VS 1

(m)Move cursor to the next line(n) Enter Num (2)

(o) Enter a name for your second segment (Buy/Make)(p) Enter a window prompt for your first segment (Buy/Make)

(q) In the field Column choose the value SEGMENT2

(r) In the Value set field choose the name of the Value Set defined forthe second segment. That is VS 2

(s) Save

1.1.2.3 Compile the Flex Structure(Continuation)

(t) Come back to the first window by closing the current window(u) Check the check boxFreeze Flexfield Definition

(v) Click on the push button Compile

(w)Click on OK

(x) Help View My Request

(y) Click on the push button Find(z) See that the Server processed your request to compile the Flexfield

definition

1.1.2.4 Enter Possible Values for Each Segment

(a) N Setup Flexfields Key Values

(b) Choose the radio button Value Set(c) Enter the name of the first Value Set (VS 1)

(d) Click on the push button Find

(e) Enter valuesElectronic, Mechanical and Others

(f) Save



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Beginners Guide(g) Close

(h) N Setup Flexfields Key Values

(i) Choose the radio button Value Set

(j) Enter the name of the first Value Set (VS 2)

(k) Click on the push button Find(l) Enter valuesBuy, Make and Others

(m) Save

1.1.2.5 Define Category Codes (Category Names)

Here, you are defining the necessary combinations. In our example, we

have seen that nine combinations are possible. But it is absolutely not

essential that you should create all the possible combinations. Youneed to create only that many combinations which you wish to use as

Category Names.

(a) N Setup Item Categories Category Codes(b) Keep the cursor in line one and choose the Structure Name (My

Structure)

(c) Tab. As soon as the cursor enters the field Category, the flexfieldspop up with two text boxes named Mechanical/Electronic and

Buy/Make. Choose the value Electronic in the first field and a

value ofBuy in the second field.(d) Click on OK

(e) Optionally enter a description for the combination just created

(f) Move Cursor to he next line and repeat steps (b) to (d) till all therequired combinations are made.

(g) Save

1.1.2.6 Define Category Sets

(a) N Setup Item Categories Category Sets

(b) Enter a name for the Category Set (My Inventory CS)(c) Optionally enter a description

(d) Choose the Flex Structure (My Structure)

(e) Choose a value for the Controlled At field (Organization

or Master). IfMasteris selected as value for this field, theItems assigned to this Category Set can not have different

category names in different organizations and if it iscontrolled at Organization level the Items assigned to this

Category set can have different Category Names in

different organizations.(Further explanation for this shall be given in step 1.2)

(f) Choose the combination Others.Others as Default Category



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Beginners Guide(Explanation shall be provided in step 1.2

(g) Check the check boxEnforce Valid Categories

(h) In the lines below create only those combinations that you

want a user to use them as category names.

(i) Save

You will be able to create combinations that are already

defined in step 1.1.2.5. But, here you are permitted to

exclude certain combinations that are already created in

step 1.1.2.5. Because you have checked the check box

Enforce Valid Categories a user will be able to use only

those combinations that are made below.

When creating combinations, see that you are not

creating the same combination that is already mentioned

in step (f) above (Others.Others in this case).

1.1.2.7 Assign Items to Category Codes(Continuation)

(j) Click on the push button Assign(k) Choose the first item and Tab to the field Category

(l) Choose a Category Code

(m)Move cursor to next line and repeat steps (j) to (l)

(n) Repeat till all the required items are assigned to therequired Category Code

(o) save

1.1.2.8 List the Items Belonging to a Particular Category

Change organization to V1-Vision Operations

(a) Help View My Request

(b) Click on the push button Submit a New Request(c) Choose the report namedItem Categories Report

(d) Enter the following parameters

Category Set : My Inventory CS

Category From:(Choose a combination to which you havealready assigned items.

Category To : Choose the same value mentioned above.(e) Click on OK

(f) Click on the push button Submit

(g) Click on No

(h) Click on Find



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Beginners Guide(i) When the report processing is completed, click on the push button

View Output. You will see that the report lists all items that wereassigned to the category selected in step (d) above.

1.2 Assign Default Category Sets

Oracle Applications identifies eight functional areas in any organization as

follows.

Inventory

PurchasingPlanning

Service

Costing

Engineering

Order EntryInternal Orders

Out of the 158 attributes of an item, eight are called Key Attributes or

Status Attribute. Each Key Attribute stands for one of the functional areas

given above. It is mandatory that every functional area must have aCategory Set and each item must be assigned to the respective Category

Set as soon as you enable the corresponding Key Attribute. To achieve

this we assign a Default Category Set to each functional area listed above.

Functional Area Key Defining Attribute Enabling Value

Inventory Inventory Item YesPurchasing Purchased YesPlanning MS/MRP Planning MRP Planning or

MPS Planning

Service Serviceable Product YesCosting Costing Enabled Yes

Engineering Engineering Item Yes

Order Entry Customer Ordered YesInternal Orders Internal Ordered Yes

1.2.1 N Setup Items Categories Default Category set

1.2.2 Choose a Category Set against each functional area.1.2.3 Save

(Please do not change the existing Category Set)

In step 1.1.2.6 (e) we have seen that a Control Level is required to be

defined when you define a Category Set. Similar to this the Item attributesalso can be controlled at two levels (Master or Organization). Also we



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Beginners Guidehave seen that enabling the Key Attribute is the point of time when an

Item is assigned to its respective functional area by the system. Because of

this very reason, if a particular Key Attribute is controlled at Master

Level, the Category Set assigned to its corresponding functional area

also must be controlled at Master Level and if the Key Attribute iscontrolled at Organization Level, then the Category Set assigned to its

corresponding functional area also must be controlled at

Organization Level.

We have also seen that in a Category Set there will be many Category

Names. Now, the question is, out of the many Category Names

available in a Category Set assigned to a particular functional area,

the system should assign the item to which Category Name. The

system will always assign all the items only to that particular

Category Name which you have defined as the Default Category in the

Category Set defining window. Refer step 1.1.2.6 (f). After definingthe items, you have to reassign the actual category as follows.

From the Item defining window,

Special CategoriesIn the window that appears, you can change the category name.

1.3 Define Workday Calendar

1.3.1 N Setup Organization Calendars

1.3.2 Enter a name for the Calendar

1.3.3 Optionally enter a description1.3.4 Select a Quarterly Type1.3.5 Choose the Calendar Date Ranges

(Choose the From date in such a way that the starting day is a

Monday)1.3.6 Click on the push button Workday Pattern

1.3.7 Enter a Seq. Number

1.3.8 Enter days On (say 6)1.3.9 Enter days Off ( say 1)

If your calendar starts on a Monday, this pattern means that

Sunday is Off.

1.3.10 Optionally enter a description1.3.11 Click on the push button Shifts

1.3.12 Enter a Shift No (say 1)

1.3.13 Optionally enter a description1.3.14 Move cursor to the next line and enter 2 and so on

1.3.15 Keep the cursor in shift number 1 and click on the push button

Workday Pattern



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Beginners GuideAssuming that your calendar stats on Monday, if you want

Wednesday Off for your first shift enter the pattern as follows.Seq On Off

1 2 1

2 4 0

Always ensure that the total of the On/Off must be equal to 7

1.3.16 Save and close the window

1.3.17 Keep the cursor in shift number 2 and define the workday pattern

as mentioned above.

1.3.18 Keep the cursor in Shift 1 and click on the push button Times

Suppose the first shift timing is from morning 7.00 to evening 3.30

with a break of an hour from 11.00 to11.30, enter the values as

follows.

Start Stop

7:00:00 11:00:00

11:30:00 15:30:00

1.3.19 Save and Close the window.

1.3.20 Move cursor to the next shift and define the second shift timings as

above.

1.3.21 Click on the push button Dates

1.3.22 Whichever dates you want to make as holidays, just click on thosedates.

Creating Holidays Using Calendar Exception Templates

This is an alternate way of marking the holidays. If you adapt this

method, then you need not to do step 1.3.22.

Creating a Calendar Exception Template

(a) N Setup Organization calendar Exception Templates

(b) Enter a name for the template(c) Optionally enter a description

(d) In the field named Dates, enter all dates which are the holidays

(e) Save



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Applying the Exception Template to Your Calendar

1.3.23 After step 1.3.21 skip step 1.3.22 and click on the push button

Exception List1.3.24 Click on the push button Load

1.3.25 Choose the Template that you have created

1.3.26 Click on OK1.3.27 Save

The dates that entered in the template will be marked as holidays in

your Calendar.

Building the Calendar

1.3.28 Special Build

1.3.29 Help View My Request1.3.30 Click on Find

See that your request is processing is complete.

Any changes made in a Calendar will come into effect only after

Building it.

1.4 Define ATP Rules

N Setup Rules Available To Promise

(Refer page 347 of the Inventory Course Material)

1.5 Define Picking Rules

N Setup Rules Picking

Refer page 58 of Inventory Course Material

1.6 Define Locations

N Setup Organizations Locations

Refer page 6 of Inventory Course Material

An organization can have multiple locations defined for it. The name and

address of the exact place where the organization is located will be theprimary location. Apart from this you can define additional locations for

this organization. The other locations may be the locations of the

organizations Godowns at other places.



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Beginners GuideIf an outside location is shared by more than one organization, dont attach

an Inventory Organization in the location definition. If the location is usedby single organization, it is always suggested to attach the corresponding

organization name in the location definition.

Note:

If you choose a particular location as the Ship-To location in one of

your purchase orders and if no Inventory Organization is attached to

that location, then you have to pen the Shipment window of the PO

and select the organization there. On the contrary, if the Ship-To

location selected in your PO is having an Inventory Organization

attached to it, the corresponding organization will automatically

default in the Shipment window of your PO.

1.7 Define Organizations

1.7.1 N Setup Organizations Organizations1.7.2 Enter the name of your organization

1.7.3 Choose a Type

1.7.4 Enter the Establishment date of your organization

1.7.5 Choose the location of your organization1.7.6 ChooseInternalas value for the field Internal/External

1.7.7 Save

1.7.8 Bring the cursor to the Organization Classification block1.7.9 Choose the classificationInventory Organization

1.7.10 Check the check box Enabled

1.7.11 Save

Entering Accounting Information of the Organization

1.7.12 lick on the push button Others

1.7.13 ChooseAccounting Information

1.7.14 Press the tab key (Flexfield pop up)

1.7.15 Choose Vision Operations as the GRE/Legal Entity1.7.16 Choose Vision Operations as the Operating Unit

1.7.17 Choose Vision Operations as the Set Of Books

1.7.18 Click on OK

1.7.19 Click on OK1.7.20 Save

Entering Inventory Parameters of the Organization

1.7.21 Click on the push button Others again1.7.22 ChooseInventory Information



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Beginners Guide1.7.23 Enter an organization Code (Can use a maximum of 3

alphanumeric characters)1.7.24 Choose Vision Operations as the Item Master Organization

Though you can choose any Inventory Organization as the Item

Master organization, so long as you practice in Concourse, alwayschoose Vision Operations as the Item Master Organization.

If the Item Master Organization is any thing other than Vision

Operations, when you try to assign items to organizations, you

will find that your organization is not listed.

1.7.25 Choose the Calendar that you have already defined1.7.26 Check or uncheck the check boxAllow Negative Balances

If the check box is checked, during inventory transactions, if the

qty of any item is driven negative, the system will not object. If the

check box is unchecked, you will not be able to do any transactionby which the qty of any item will be driven negative.

1.7.27 Chose the locator control

1.7.28 Change region to Costing Information1.7.29 Choose a Costing Method

If BOM and WIP are installed always Standard as the Costing

Method, because Average Costing is not possible were BOM and

WIP are installed.

1.7.30 Check or uncheck the check box Transfer Details to GLIf this check box is unchecked, only summary of the Inventory

Transactions will be transferred to GL, and not the completedetails. Checking this check box can lead to system slow downwhen the transactions are transferred to GL.

1.7.31 Check or uncheck the check box Reverse Encumbrance

1.7.32 Choose all the Valuation Accounts

1.7.33 Change region to Revision, Lot, Serial1.7.34 Enter a Starting Revision (any single alphanumeric character)

Any item assigned o this organization, if placed under revision

control will use this value as the first revision.

1.7.35 Choose a Lot Control Uniqueness (Across Items or None)

1.7.36 Choose a Lot Number Generation Level (At organization level, Atitem levelorUser-defined)

1.7.37 Enter a Lot Number Prefix (Any alphanumeric characters)

1.7.38 Enter the total length of the Lot Numbers

1.7.39 Choose the Serial Number Uniqueness (Within Inventory Items,Within Organization, Across Organizations)



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Beginners Guide1.7.40 hoose the Serial Number Generation Level (At item level, At

organization level)

1.7.41 Enter a Serial Number Prefix (any alphanumeric character)

1.7.42 Enter a Starting Serial Number

1.7.43 Change region to ATP Pick, Item Sourcing1.7.44 Choose an ATP Rule

If no ATP Rule is attached, you will not be able to do Sales Order

Scheduling in Order Entry.

1.7.45 Choose a Picking Rule1.7.46 Enter a Subinventory Order (The value you enter here will be used

as a default for all the Subinventories of the organization)

1.7.47 Enter a Locator Order (The value you enter here will be used as a

default for all the Subinventories of the organization)

1.7.48 Choose the Item Source Type (SupplierorInventory)1.7.49 If Inventory is selected as the Source Type, choose the

Organization from where you source the items.1.7.50 If the organization name is entered, choose the name of the

Subinventory from where you source the material.

(The values you enter here doesnt have too much of meaning.

Even if you enterInventory as the Source Type, you can purchase

items from Suppliers)

1.7.51 Change region to Inter-org Information

1.7.52 Choose a Inter-organization Transfer Charge type1.7.53 Choose all the Accounts

1.7.54 Change region to Other Accounts1.7.55 Choose all the Accounts1.7.56 Save and Close

Entering Receiving Options for the Organization

If you fail to define the Receiving Options for the Organization, you

will not be allowed to make any purchase order receipts in that

organization.

1.7.57 Click on the push button Others again1.7.58 ChooseReceiving Information

1.7.59 The options you select in this window will be used as default

values.



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Beginners GuideThe critical information that the system seeks from this

window is the Receiving Account. Without providing an

account you will not be allowed to save. This account is used to

create automatic journal entries when PO receipts are made.

1.8 Define Shipping Networks

If you want to transfer materials between organizations, you have to define

the Shipping Network

We assume that we want to transfer from M1 to M2 and M2 to M1

1.8.1 N Setup Organizations Shipping Network1.8.2 Choose your current organization in the field Organization

1.8.3 Choose a Scope (To Organization, From Organization orFrom orTo Organization)

1.8.4 Move cursor to the lines

1.8.5 Choose M1 in the From field

1.8.6 Choose M2 in the To field

1.8.7 Choose the Transfer Type (DirectorIntransit)

If you have chosenDirectas the Transfer Type, then the remaining

two fields will be disabled.

1.8.8 If you have selectedIntransitas the Transfer Type, then choose anFOB

Receipt : The shipping organization owns the goods untilthe receiving organization receives it.

Shipment: The destination organization owns the goods as soon as

the shipping organization ships it.

1.8.9 If the Transfer Type is selected asIntransit, then choose a Receipt

Routing (Direct, StandardorInspection Required)

1.8.10 Check or uncheck the check box Internal Orders Required.

If this check box is checked, you will have to create an Internal

Sales Order, whenever you want to transfer material from M1 to

M2.

1.8.10 Move cursor to the next line

1.8.11 Choose M2 in the From field1.8.12 Choose M1 in the To field

1.8.13 Repeat steps 1.8.7 to 1.8.10

1.8.14 Save



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1.9 Define Unit Of Measures

The UOM definition involves two steps as follows

Define UOM Classes Define UOM

Define UOM Classes

1.9.1 N Setup Unit Of Measure Classes

1.9.2 Create a blank row by pressing Ctrl + Down Arrow keys

1.9.3 Enter a name for the UOM Class

1.9.4 Optionally enter a description1.9.5 Enter the name of the UOM that you want to use as the base unit of

measure.

There is no hard and fast rule to decide the Base UOM for a

UOM Class. The very frequently used UOM can be taken as the

base UOM for that class. When UOM Conversions are defined,

the conversions will be defined as one particular UOM of the

same class is equal to how many base UOMs.

For example, if KG is defined as the base UOM of a UOM Class

named weight then the conversions will be defined as:

1 Quintal = 100 KGs1 Ton = 1000 KGs

1 Gm = 0.001 KG

1.9.6 Enter a Code for the defined UOM

1.9.7 Save

Define Unit Of Measures(Continuation)

1.9.8 Click on the push button Unit of Measure

1.9.9 In this window, you will find that the Base UOM is there already.But, you can define additional UOMs for this Class as follows

1.9.10 Enter a name for the next UOM of the same Class where yourcursor was when you clicked on the push button Unit Of

Measure.

1.9.11 Enter a code for the above UOM1.9.12 Optionally enter a description

1.9.13 Save



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1.10 Define Item Attribute Control Levels

One hundred and fifty eight attributes are there for every Item. The way inwhich we set the attributes decides the functionality of he item. The

attributes can be controlled at two levels (1) Master and (2) Organization.

Master Level Item Attribute ControlIf a particular attribute is controlled at Master Level, you will be able toupdate it only at the Master Level. (That is, you have to enter into the item

definition window by the navigation N Items Master Items.) When

ever you update an attribute that is controlled at the Master Level, the

made change will reflect in all organizations to which the item is assigned.

Organization Level Item Attribute ControlIf a particular attribute is controlled at organization level, you will be able

to update it only at the Organization Level. (That is, you have to enter into

the item definition window by the navigation N Items Organization

Items.) When ever you update an attribute that is controlled at the

Organization Level, the made change will not reflect in any organizationother than the organization where the change is done. For example,

suppose the attribute Inventory Item is controlled at Organization Level.When you defined an item you set the above attribute to No and assigned

to two organizations M1 and M2. After that you updated the item

definition by setting Yes to Inventory Item from the Item MasterOrganization (V1). If you check the organization attribute in M1 or M2 for

the above item, you will find that the attribute Inventory Item is still

disabled. In this case, if you want to enableInventory Item in M1, first you

change the working organization to M1 and then navigate N Items Organization Items and enable the attributeInventory Item. If you want to

enable this attribute in M2 also, then change your working organization to

M2 and then navigate N Items Organization Items and enable the

attributeInventory Item

In short we can say that an attribute controlled at Master level will have

the same value always in all the organizations, but an attribute

controlled at organization level can have different valuesindifferent

organizations

Out of the 158 attributes the below given 2 attributes can be controlled

only at the master level 18 can be controlled only at the organization level.



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Attributes That Can Be Controlled Only At The Master Level

1. Base Model

2. BOM Item Type

Attributes That Can Be Controlled Only At The Organization

Level

1. Engineering Item

2. Preprocessing Lead Time3. Processing Lead time

4. Post processing Lead Time

5. Cumulative Manufacturing Lead Time6. Cumulative Total Lead Time

7. Fixed Lead Time8. Variable Lead Time

9. Cost of Goods Sold Account

10. Encumbrance Account

11. Expense Account12. Sales Account

13. Planner14. Planning Exception Set

15. Source Organization16. Source Subinventory

17. WIP Supply Locator

18. WIP Supply Subinventory

1.10.1 N Setup Items Attributes

This window is divided into two blocks. In the upper block, 150attributes are listed and in the lower block, the 8 Status Attributes

or Key Attributes are listed.Inthe upper block, against each

attribute you can choose a value for the Controlled At field.

(MasterorOrganization)

In the lower block also you can choose a value of Master orOrganization for the Controlled At field. Apart from the controllevel setting, in the case of Status Attributes, you have to choose a

value for the field Status Setting



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Status Setting of the Key AttributesIn the Status Setting field of the key attributes, you can choose

eitherDefaults Value orSets Value. IfDefaults Value is selected,

the users will be able to make changes whenever they want. On thecontrary, ifSets Value is selected, a user will not be able to update

the values even at the Master Level.

The window of Attribute Control will be accessible only by a very

high authority of the organization in a real situation.

1.11 Define Item Status Templates

1.11.1 N Setup Items Status Codes1.11.2 Enter a name for the template1.11.3 Optionally enter a description

You can see that all the 8 Status Attributes are listed below with a

check box against each one of them. Whether you can check oruncheck the check box as per your requirement.

The Usage field is only a display field where you can see what isthe Status Setting for each Key Attribute. For example, in the

Attribute Control window, suppose you have selected a value of

Defaults Value for the attribute BOM Allowed, a value of SetsValue for the attribute Build in WIP and a value ofNone for the

attribute Purchasable. In the current window you will see the

following values in the Usage field.

Status Attribute Status Setting Usage

BOM Allowed Defaults value Default Item AttributeBuild in WIP Sets Value Sets Item Attribute

Purchasable None Not Used

Once when this template is applied to an item and hen saved, evenfrom the master organization no body will be able to update the

attributeBuild in WIP. If any situation arises in which you want toupdate theBuild in WIPattribute of the above-mentioned item, you

have to change the Status Setting ofBuild in WIP to Defaults

Value from the Attribute Control window. The Attribute Control

window will be normally available for a higher authority of anorganization.



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1.12 Define User Item Types

User Item Types are nothing but a label for the item. In a given time when

a user wants to find out the general functionality of an item, it is difficultto go through all the regions of the item definition window. To save a user

from the difficulty mentioned above, we use a label or name or Item Type

to roughly understand the way in which the attributes are set in general.By seeing the name, say, Purchased Item we get an idea about the

possible attribute setting of that item. Similarly, by seeing the name, say,

Finished Good we get an idea about the possible attribute setting of thatitem. This name or better to say this User Item Type is assigned in the first

window of Item definition.

1.12.1 N Setup Items Item Types

1.12.2 Click on the Lines1.12.3 If no blank row is available, create one by pressing the keys Ctrl

and Down Arrow together.

1.12.4 Enter a Code for the Item Type

1.12.5 Enter a Meaning for the CodeThe word(s) you enter as Meaning will be the word(s) that is

going to be displayed in the LOV of the field named User Item

Type in the Item definition window.

1.12.6 Optionally enter a description1.12.7 Optionally enter an Effective From date.


1.12.9 Save

1.13 Define User Item Type Templates

1.13.1 N Setup Items Templates1.13.2 Enter a name for the Template

1.13.3 Optionally enter a description

1.13.4 Choose an organization code only if you want to restrict the use of

this template only n a particular organization, otherwise leave

this field blank

1.13.5 Choose values for all those attributes that are common for a set of

items.1.13.6 Save

1.14 Define Asset Items and Assign to Organizations

Caution:

In no case, the Primary Unit Of Measure assigned to an item CAN NOT

be changed after saving.



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1.14.1 ItemsMaster Items

1.14.2 Enter a name (code) for the item

1.14.3 Enter a description for the item (mandatory field)

Setting the Attributes by Copying from a User Item Type Template

1.14.4 Special Copy From

1.14.5 Choose the required Template name (Leave the item field blank)1.14.6 Click on the push button Done

1.14.7 Save

Assigning the Items to Different Organizations

(This must be done in continuation to the step 11.14.7)

11.14.8 Special Organization Assignment (This option in theSpecial menu will be available only if the item definition is saved)

11.14.9 The names and codes of all organizations that are coming

under the current item master organization will be there in this

window with a check box to the right of each organization name.

Check the above said check box against all those organization

names to which you want to assign the current item.11.14.10 Save

Note:In your organization definition, if any organization other than V1-

Vision Operations, then you will not find your organization in the

above window.

1.15 Define Expense Items and Assign to Organizations

1.15.1 The complete procedure is exactly the same as in the case ofdefining an asset item. All that you have to do is, after step

11.14.6, that is, after applying the template, change the region to

Costing and set the following attributes.

Costing Enabled - No

Asset Item - No

After ensuring the above attribute setting, you can proceed with the

steps from 11.14.7



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1.16 Define UOM Conversions

You can define two types of UOM Conversions.

Standard Conversions

Item Specific Conversions

The Item Specific Conversions can conversions can again be made in

two ways.

o Inter Class Conversions

o Intra Class Conversions

Standard ConversionsStandard Conversions are defined between standard UOMs likeKilogram, Gram, Meter, Centimeter, Each, Dozen etc. As the definedconversion factors are universally accepted figures, it can be made

applicable to any item.

Standard Conversions can be defined even before defining the item

Assumptions:

Unit of Measure Class : Weight

UOMs defined for the above class : Gm, Kg, Quintal and Ton

Base UOM : Kg

StandardConversion factor for:

Gm = 0.001

Quintal = 100

Ton = 1000

1.16.1 N Setup Unit of Measures Conversions1.16.2 Choose the region Standard

1.16.3 Choose a UOM other than the Base Unit of Measure in the field

Unit. (Gm, Quintal or Ton)1.16.4 Tab to the field Conversion.

1.16.5 Enter the Conversion factor (for Gm, enter the value 0.001, forQuintal, enter the value 100 and for Ton, enter the value 1000)

1.16.6 Save

Read the display field at the bottom of the screen



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Item Specific Conversions

Item Specific Conversions can be defined only after defining items.

There will be many situations when you want to use a different UOM for an item

when transacting it. If a different UOM is used, naturally there must be a

relationship established between the involved UOMs. We have already seen thatwhen standard conversions are defined between different UOMs of the same

class, it is not item specific. It need not be item specific because the conversions

are done between UOMs of the same class and moreover, the used conversionfactors are world wide accepted standards.

Now, let us look into a practical situation where you use a UOM ofBox for a

particular item. Here the question is 1 Box = How Many. Even though both the

UOMs involved in this conversion belong to the same class, the answer to thisquestion can be given only if the item is specified. We can say that if the item

A01 is packed into the box, 1 Box = 50 Each. If item A02 is packed into the box,1 Box = 25 Each. That is, if conversions are defined for non-standard UOMs,

they must be Item Specific.

Now, let us analyze a situation when you want to define a conversion between

UOMs of two different classes. Assume that we want to define conversion

between KG and Cubic Meter. In this case also, we will be able to derive a

conversion factor only if the item is known. So, a conversion between UOMs ofdifferent classes, is also will be Item Specific.

A conversion defined for an item between two UOMs of the same class is knownas Intra Class Conversion.

A conversion defined for an item between two UOMs of different classes isknown as Inter Class Conversion.

Intra Class Conversions

1.16.7 N Setup Unit Of Measures Conversions

1.16.8 Change region to Intra-class

1.16.9 Choose an item1.16.10 Choose a UOM other than the Base UOM in the field named Unit

1.16.11 Choose a conversion factor in the field named Conversion1.16.12 Save

1.16.13 Move cursor to the next line and repeat steps 1.16.9 to 1.16.12



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Inter Class Conversions

The conversions of this type are always defined with the primary UOM of the

item.

1.16.7 N Setup Unit Of Measures Conversions

1.16.8 Change region to Inter-class1.16.9 Choose an item

As soon as you choose the item, in the Source block the Base Unit ofthe class to which the items primary UOM belongs will default.

1.16.10 Choose a base UOM of a different class other than the Class to which theprimary UOM of the selected item belongs, in the field named Base

Unit of the Destination block1.16.11 Choose a conversion factor in the field named Conversion1.16.12 Save

1.16.13 Move cursor to the next line and repeat steps 1.16.9 to 1.16.12

1.17 Define Item Revisions

When an item is placed under Revision Control, the value assigned to the

field Starting Revision in the organization definition will be used as thefirst revision. When subsequent revision numbers are required you have to

define it separately as follows.

1.17.1 N Items Organization Items1.17.2 Enter the item name

1.17.3 Click on the push button Find

1.17.4 Special Revisions

1.17.5 Enter a new revision


1.17.7 Enter an effective From date.You can assign a future date also as the effective date

1.17.8 Save

1.18 Define Item Relationships

1.18.1 N Items Item Relationships1.18.2 Choose a From Item

1.18.3 Choose a To Item

1.18.4 Choose the relation Type (RelatedorSubstitute)



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Beginners Guide1.18.8 Indicate whether the relationship is one way or reciprocal by

checking or unchecking the check box Reciprocal

1.19 Create Item Catalog

Item Catalog is used to query item by one of its values. We will create a

Catalog with the items and values as given below.

Descriptive

Elements

Values for Items

A01 A02 A03 A04 A05 A06

CCD 1/3 - - -

Color/Mono Color Mono Color Color Mono Color

Lens Size 6 x 24 6 x 36 6 x 48 - - -

Resolution 330 400 450 300 400 400

Monitor Size - 17 14 21Pixels - 300 x 400 600 x 400 800 x 400

Define Catalog Group and assign Descriptive Elements

1.19.1 N setup Items Catalog Group

1.19.2 Enter a name for the Catalog Group


1.19.4 Click on the push button Details1.19.5 Change region to Descriptive Elements

1.19.6 Enter a Seq number

1.19.7 Enter the first name of the Descriptive Elements of this catalogGroup

1.19.8 Check or uncheck the check box Required

If this check box is checked, when you assign an item to theCatalog Group, for any item, you will have to enter a value for this

descriptive element. On the other hand, if this check box is

unchecked, a value for this field, while assigning items to the

Catalog Group, will be optional.1.19.9 Move Cursor to the next line

1.19.10 Repeat steps 1.20.5 to 1.20.8 till all the descriptive

elements are entered.

Assign Items to the Catalog Group

1.19.11 N ItemsMaster Items



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Beginners Guide1.19.12 F11, enter a partial item name, Ctrl + F11

1.19.13 Special Catalog

1.19.14 Choose the Catalog Group Name

1.19.15 Check the check box Catalog Complete

1.19.16 Click on the Lines1.19.17 All the descriptive elements that you have entered for the

Catalog Group defaults.

1.19.18 Enter values of the item queried in step 1.20.10 for eachDescriptive Element. If a particular descriptive element is not

applicable for a particular item, then you can leave that field blank.

1.19.19 Query the next item and repeat steps 1.20.11 to 1.20.16 tillall the required items are assigned to the Catalog Group

Searching for Item in the Catalog by Specifying a

Descriptive Element Value

1.19.20 N Items Items Search

1.19.21 Choose the required organization1.19.22 Change the region toItem Catalog

1.19.23 Choose the catalog Group Name

All the descriptive elements defined for the catalog group will

default

1.19.24 Enter a value against one of the descriptive elements. Say,

we entered a value of 400 against the descriptive element

Resolution.1.19.25 Click on the push button Find

The items A02, A05 and A06 must be listed as these three items

are having a value of400 for the descriptive elementResolution.

1.20 Define Asset Subinventories and Assign Items

Subinventories are always organization specific. So, you have to definesubinventories separately for each organization. Between organizations,

the subinventory names can be repeated.

1.20.1 N Setup Subinventories

1.20.2 Click on the push button New

1.20.3 Enter a name for the Subinventory1.20.4 Optionally enter description

1.20.5 Check the check box Qty Tracked

1.20.6 Check the check box Asset Subinventory1.20.7 Check or uncheck the remaining check boxes (Include in ATP,

Allow Reservation, Nettable) as per your requirement.



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Beginners Guide1.20.8 Choose a Locator Control option (None, Prespecified, Dynamic

Entry orItem Level)

1.20.9 Optionally enter a Picking Order

1.20.10 Optionally enter the following Lead Times.

Preprocessing,

ProcessingPost Processing

1.20.11 Optionally enter the following item Sourcing details

Type : (Supplier orInventory)

Organization : (If Type is selected as Inventory, thenoptionally choose an organization

Subinventory : (If Type is selected as Inventory, then

optionally choose a Subinventory)

1.20.12 Change region to Accounts1.20.13 Choose all the accounts

1.20.14 Save

Assign Items(Continuation)

1.20.15 Click on the push button Item/Subinventory1.20.16 Choose the Item

1.20.17 Move cursor to the next line and choose the next item1.20.18 Repeat the above step till you finish assigning all the items1.20.19 Save

1.21 Define Expense Subinventories and Assign Items

1.21.1 N Setup Subinventories

1.21.2 Click on the push button New1.21.3 Enter a name for the Subinventory

1.21.4 Optionally enter description

1.21.5 Uncheckthe check box Qty Tracked

As soon as you uncheck the check box Qty Tracked, al theremaining check boxes will be automatically unchecked.

1.21.6 Change region to Accounts1.21.7 Choose all the accounts

1.21.8 Save



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Assign Items(Continuation)

1.21.9 Click on the push button Item/Subinventory1.21.10 Choose the Item

1.21.11 Move cursor to the next line and choose the next item

1.21.12 Repeat the above step till you finish assigning all the items1.21.13 Save

1.22 Define Vehicle


1.22.2 Enter the name of the vehicle in the Name field1.22.3 Enter a description (mandatory)

1.22.4 Choose the User Item Type as Vehicle from the LOV. Do notcopy any template)

1.22.5 Change region to Physical Attributes

1.22.6 Check the check box Vehicle

1.22.7 Optionally you can enter the remaining Physical Attributes

1.22.8 Save

1.23 Define Container Types

1.23.1 N Setup Items Container Types

1.23.2 Click on the Lines

1.23.3 Enter a Code for the Container Type that you are defining1.23.4 Enter a meaning for the Code. This meaning that you enter here

will be available every where else in the LOV where ever you want

to choose a Container Type

1.23.5 Optionally enter a description1.23.6 Enter an effective From date


1.23.8 Save

1.24 Define Containers


1.24.2 Enter the Container Name

1.24.3 Enter a description1.24.4 Choose the User Item Type asBox, carriage etc from the LOV.

Do not copy any template)

1.24.5 Change region to Physical Attributes1.24.6 Check the check box Container



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Beginners Guide1.24.7 Choose a Container Type from the LOV

1.24.8 Optionally choose the remaining Physical Attributes1.24.9 Save

1.25 Define Freight Carriers

Normally people consider Freight carrier as a Vehicle. As far as Oracle

Applications is concerned this is not true. In Oracle Appps, the termFreight Carrier means, a transporting company. Vehicle you have to define

as an Item as mentioned in 1.23.

1.25.1 N Setup Freight Carriers

1.25.2 Enter a CarrierName

1.25.3 Optionally enter a description1.25.4 Choose a Distribution Account

1.25.5 Save

1.26 Define Transaction Source Types

1.26.1 N Setup Transactions Types

1.26.2 Change region to User-defined1.26.3 Choose a Source Type

1.26.4 Choose an action

1.26.5 Save

Note:

Refer page 190 of the Course Material to find the list of Source Typesand actions that you can choose in steps 1.27.3 and 1.27.4

1.27 Define Transaction Reasons

1.27.1 N Setup Transactions Reasons

1.27.2 Enter a transaction reason1.27.3 Optionally enter a description

1.27.4 Save

1.28 Define Account Aliases

1.28.1 N Setup Account Aliases

1.28.2 Enter an Alias1.28.3 Optionally enter a description

1.28.4 Choose an Account for which the Alias is defined

1.28.5 Save



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1.29 Define Shipping Methods

1.29.1 N Setup Organization Shipping Methods

1.29.2 Enter a Code for the new shipping method1.29.3 Enter a meaning for the above Code. This meaning that you enter

here will be the value that you are going to get in the LOV

wherever a Shipping Method is to be selected.1.29.4 Optionally enter a description

1.29.5 Enter an effective From date

1.29.6 Check the check box Enabled1.29.7 Save

1.30 Define Transit Times for Shipping Methods

1.30.1 N Setup1.30.2 Choose the From Organization and Location

1.30.3 Choose the To Organization and Location1.30.4 Choose the Shipping Method

1.30.5 Enter the number of days that the specified shipping method will

take to transfer material between the organizations mentioned insteps 1.31.2 and 1.31.3.

1.30.6 Move cursor to the next line and repeat steps 1.31.4 and 1.31.5 till

then Intransit Times for all the possible Shipping Methods aredefined.

1.30.7 Check the check box Default Method only for that Shipping

Method which you frequently used.1.30.8 Save

1.31 Define Organization Access

1.31.1 N Setup Organizations Organization Access

1.31.2 Choose an Organization1.31.3 Choose a application (Oracle Purchasing, Oracle Human

Resources etc) in the field named Application

1.31.4 Choose a Responsibility name in the field named Name

1.31.5 Move cursor to the next line and repeat steps 1.32.2 to 1.32.41.31.6 Save

Note:

The organization names can be repeated

The combination of Application and Responsibility cannot be

repeated. That is, the value derived by combining the values of

Application and Responsibility must be unique. You can make

combinations as follows.



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Application Name

Oracle Purchasing PO Super User

Oracle Purchasing Local User

1.32 Launching Transaction Managers

If the Cost Manager is inactive for an organization, in WIP, the Resourcesand Materials will not be costed when assemblies are moved from

operation to operation or during Closing the Job. If the Cost Manager is

inactive, you can activate it as follows.

1.32.1 N Setup Transactions Interface Managers

If the status of the Cost Manager is Active do not do

anything. Else activate it as follows.

1.32.2 Keep the cursor in Cost Manager1.32.3 Special Launch Manager

1.32.4 Close the Form

1.32.5 N Setup Transactions Interface Managers

See that the status of Cost Manager is change to Active

2.0 Open Inventory Accounting Periods

You will be permitted to do any transaction in Oracle Inventory, only in an

Open Period.

2.1 N Accounting Close Cycle Open Inventory Accounting Periods

2.2 Keep the cursor in the current month and click on the push button ChangeStatus

2.3 Choose the option Open

2.4 Move cursor to one step above and repeat steps 2.2 and 2.3

3.0 Miscellaneous Transactions

3.1 Miscellaneous Receipt

3.1.1 N TransactionsMiscellaneous Transactions

3.1.2 Choose the Type as Miscellaneous Receipt

3.1.3 Click on the push button Transaction Lines

3.1.4 Choose an Item3.1.5 Choose the Subinventory



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Beginners Guide3.1.6 Enter the Qty

3.1.7 Choose the Account3.1.8 Optionally choose a Reason

3.1.9 Save

Checking the On-hand Quantities

3.1.10 N On-hand Availability On-hand Quantities3.1.11 Enter the Item


3.1.13 If On-hand quantity exists for the item a new window will beopened with details of the on-hand quantities

3.1.14 Click on the push button Subinventory

You can now see Subinventory wise distribution of the item.

3.2 Miscellaneous Issue

3.2.1 N TransactionsMiscellaneous Transactions3.2.2 Choose the Type as Miscellaneous Issue


3.2.4 Choose an Item3.2.5 Choose the Subinventory

3.2.6 Enter the Qty


3.2.9 Save

Checking the On-hand Quantities

3.2.10 N On-hand Availability On-hand Quantities3.2.11 Enter the Item


3.2.13 If On-hand quantity exists for the item a new window will beopened with details of the on-hand quantities

3.2.14 Click on the push button Subinventory

You can now see Subinventory wise distribution of the item.

3.3 Transferring Items Between Subinventories

3.3.1 N Transactions Subinventory Transfer

3.3.2 Choose the Type asInventory sub transfer

3.3.3 Click on the push button Transaction Lines3.3.4 Choose the Item



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Beginners Guide3.3.5 Choose the Subinventory (From Subinventory)

3.3.6 Choose the To Subinv3.3.7 Enter the Qty to be transferred

3.3.8 Optionally choose a Reason

3.3.9 Save3.3.10 Check On-hand quantities.

You must see that the Qty enteredinstep 3.3.7 is incremented in theSubinventory that is selected in step 3.3.6 and decremented in the

subinventory that is selected in step 3.3.5.

3.4 Transferring Items Between Organizations Without ISO

You will be able to transfer items between organizations only if

Shipping Network is defined for the organizations involved. Referstep 1.8 above.

If the check box Internal Orders Requiredis checked in the Shipping

Network, you will be able to transfer items only through an Internal

Sales Order. How an Internal Sales Order is created shall be

described in the Order Entry Notes.

When you transfer items between organizations without using an

Internal Sales Order, there are three ways depending upon the

Transfer Type (DirectorIntransit) and Receipt Routing (Standard orInspection Required) you defined in the Shipping Network.

If the defined Transfer Type for a particular Shipping Network is

Direct, the qty in the corresponding subinventory of the Destination

organization will be incremented as soon as you transfer qty from the

Source organization. You need not to receive the material in the

Destination organization.

If the defined Transfer Type is Intransit and the Receipt Routing is

Standard for a particular Shipping Network, then you have to first

Receive the transferred item in the destination organization and laterin a separate transaction, the received items should be delivered to the

required Subinventory.

If the defined Transfer Type is Intransit and the Receipt Routing is

Inspection Requiredfor a particular Shipping Network, then you have

to first Receive the transferred item in the destination organization.

Then in a separate transaction you have to inspectthe received items



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delivered to the required Subinventory.



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Direct Inter-organization Transfer

3.4.1 N Transactions Inter-org Transfers

3.4.2 Choose the To Org3.4.3 Ctrl + L. The Type will default as per the definition in the

Shipping Network

3.4.4 Enter a value in the field named Number in the Shipment block(This is a mandatory field)

3.4.5 Optionally enter the Freight Carrier, waybill/Airbill, Containers

and Expected Receipt Date


3.4.7 Choose the item

3.4.8 Choose the (source) Subinventory3.4.9 Choose the (destination) To Subinventory

3.4.10 Enter Qty3.4.11 Optionally enter a Reason

Entering Inter-org Transfer Charge

IfRequested Value is selected as the option in the organizationdefinition for the field Inter-org Transfer Charge, then the actual

value can be entered while doing the inter-organization transfer as

follows.

3.4.12 Move cursor to the field named Added Value

3.4.13 Enter a value in this field3.4.14 Save

IfRequested Percent is selected as the option in the organization

definition for the field Inter-org Transfer Charge, then the actualpercent can be entered while doing the inter-organization transfer

as follows. This percentage that you enter here is thepercentage of the Transaction Value.

3.4.14 Skip steps 3.4.12 to 3.4.14

3.4.15 Move cursor to the field named Transfer Charge

3.4.16 Enter the percentage of transaction value that you wish to includeas transfer charge.

3.4.17 Save

Entering Freight Charges

3.4.18 Move cursor to the field named Transportation Cost3.4.19 Enter the freight charge in this field



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Beginners Guide3.4.20 Save

3.4.15 Change organization to the Destination Organization

Check On-hand Quantities3.4.16 On-hand Availability On-hand Quantities

3.4.17 Enter the transferred item


You must see that the transferred qty is incremented in the




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Intransit/Standard Inter-organization Transfer



Shipping Network











follows.


3.4.13 Enter a valueinthis field3.4.14 Save




3.4.15 Skip steps 3.4.12 to 3.4.14



3.4.18 Save





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Check On-hand Quantities3.4.23 N On-hand Availability On-hand Quantities



You will see that the transferred qty is NOT incremented in the


Receiving the Item in the Destination Organization3.4.26 N Transactions Receiving Receipts3.4.27 Enter the Number you entered in step 3.4.4

3.4.28 Click on the push button Find3.4.29 Close the Receipt Header

You will see that there is a value ofReceiving in the field

named Destination

3.4.30 Ensure that your current organizations location is defaulted as

value for the field namedDeliver-To

3.4.31 Check the check box at the extreme left side of each line

3.4.32 Save

3.4.33 Click on the push button Header3.4.34 Note down he Receipt Number

3.4.35 Close

Check On-hand Quantities

3.4.36 N On-hand Availability On-hand Quantities

3.4.37 Enter the transferred item3.4.38 Click on the push button Find

You will see that the transferred qty is still NOT incremented in the


Delivering the Received Item to a Suitable subinventory of

the Destination Organization3.4.39 N Transactions Receiving Receiving Transactions3.4.40 Enter the Receipt Number noted down in step 3.4.25

3.4.41 Click o the push button Find3.4.42 Check the check box at the extreme left side of each line

You will see that the Destination is automatically changed to

Inventory



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Beginners Guide3.4.43 Choose a subinventory name to which you want to deliver the

received item as value for the field named Subinventory3.4.44 Save




This time you must see that the Delivered Qty is incremented in the

destination organization.



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Intransit/Inspection Required Inter-organization Transfer



Shipping Network











follows.


3.4.13 Enter a value in this field3.4.14 Save




3.4.15 Skip steps 3.4.12 to 3.4.14



3.4.19 Save





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You will see that the transferred qty is NOT incremented in the


Receiving the Item in the Destination Organization3.4.27 N Transactions Receiving Receipts3.4.28 Enter the Number you entered in step 3.4.4

3.4.29 Click on the push button Find3.4.30 Close the Receipt Header

You will see that there is a value ofReceiving in the field

named Destination

3.4.31 Ensure that your current organizations location is defaulted as

value for the field namedDeliver-To


3.4.33 Save

3.4.34 Click on the push button Header3.4.35 Note down the Receipt Number

3.4.36 Close






Inspecting the Received Item3.4.40 N Transactions Receiving Receiving Transactions3.4.41 Enter the Receipt Number that you noted down in step 3.4.25

You will see that the Destination is stillReceiving

3.4.42 Click on the push button Inspect3.4.43 Enter an Action

3.4.44 Choose a StatusAccept

3.4.45 Enter the Qty accepted



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Beginners Guide3.4.46 Move cursor to the next line if the accepted qty is less than the

received qty3.4.47 Enter an Action

3.4.48 Choose a statusReject

3.4.49 Enter the qty rejectedThe total of the accepted qty and the rejected qty should match

with the qty received

3.4.50 Save


3.4.51 N On-hand Availability On-hand Quantities3.4.52 Enter the transferred item




Delivering the Received Item to a Suitable subinventory of

the Destination Organization3.4.54 N Transactions Receiving Receiving Transactions

3.4.55 Enter the Receipt Number noted down in step 3.4.25

3.4.56 Click o the push button Find

This time you will see that the Destination is changed to

Inventory


3.4.58 Choose a subinventory name to which you want to deliver thereceived item as value for the field named Subinventory

3.4.59 Save




This time you must see that the Delivered Qty is incremented in the

destination organization.



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3.5 Tracking Materials in Intransit Inventory

Intransit Inventory

Intransit Inventory is not a defined subinventory. The material is inIntransit Inventory means that the material is on the road or better to

say that the material is on the move.

Till the transferred quantities are received in the Destination

organization, you will be able to see the Intransit Inventory only from

the Source Organization

3.5.1 Change Organization to the Organization from where the

transfer is made.

3.5.2 N Transactions Transaction Summaries

3.5.3 Enter an Item3.5.4 Click on the push button Summarize3.5.5 Change region to Intransit

Here you will be able to see the quantities of material lying in

the Intransit Inventory.



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4.0 Inventory Controls

Inventory Control means how individual item or a group of items can be tracked

when transactions are performed on it. Oracle Inventory is capable of handling

four different types of controls on the items that are assigned to an organization.

They are:

4.1 Revision control

4.2 Locator Control

4.3 Lot Control4.4 Serial Control

The purpose of each type of control and in Oracle Inventory how you canimplement one or two or three or all the four controls on an item shall be

discussed below.

4.1 Revision Control

Revision Control is normally adopted for identifying a modified item. Letus take the example of an item, Oracle Applications. Even though the

name Oracle Applications remains the same for all the versions, they are

not one and the same. Depending on the version number, the item namedOracle Applications varies though the difference is marginal in many

cases. Thus, when you want to identify the changes made in an item, you

can place that item under Revision Control.

4.1.1 N Items Organization Items

4.1.2 Enter the item that you want to place under Revision Control4.1.3 Click on the push button Find

4.1.4 Change region to Inventory

4.1.5 Check the check box Revision Control4.1.6 Save

Hereafter you will not be able to do any transaction with the

above item without specifying a valid Revision.

Caution:

You cannot change revision control when an item has on-hand

quantity. If Revision Control is controlled at Master level, the

check for on-hand qty is against the sum of on-hand quantities

in all child organizations.



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4.1.7 TransactionsMiscellaneous Transactions


4.1.9 Click on the push button Transaction Lines4.1.10 Choose the item selected in step 4.1.2

4.1.11 Do not choose a value in the field named Rev

4.1.12 Choose the Subinventory4.1.13 Enter Qty

4.1.14 Choose the Account

4.1.15 Optionally choose a Reason4.1.16 Save

You will see that the system does not permit you to save it, as

you have not provided a valid revision in step 4.1.11. Now,

chose a revision in the field Rev and save. You will see thatthe transaction is effected.

When you want a new revision for a particular item that

should be defined as given in step 1.17

4.2 Locator Control

Locator Control is adopted to find out where exactly the item is lying in a

store. Normally Locator Control is adopted for items smaller in size. Thelocators are defined as Row, Rack Bin. You can customize your Item

Locator key flexfield to suit your exact requirement.

Pre-specified Locator Control

4.2.1 In the organization definition (Inventory Parameters region),

ensure that you selected the option Determined at Subinventory

Levelfor the field named Locator Control

4.2.2 In the subinventory definition, ensure that you selected the value

Item Levelfor the field named Locator Control

4.2.3 N Items Organization Items4.2.4 Enter the item that you want o place under Locator Control

4.2.5 Click on the push button Find4.2.6 Change region to Inventory

4.2.7 Choose a valuePrespecifiedin the field named Locator Control

4.2.8 Save



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Defining Locators for a Subinventory

4.2.9 N Setup Organization Subinventories

4.2.10 F11, Enter the Subinventory name, Ctrl + F114.2.11 Click o the push button Open

4.2.12 Click o the push button Locators

4.2.13 By keeping the cursor in the first item, define the locators for it inthe lower block named Locators for this Item Subinventory

4.2.14 Move cursor to the next item in the upper block and repeat the

above step.4.2.15 Save

Now, you cannot do transactions with the above item without

choosing a valid locator.

Testing

4.2.16 TransactionsMiscellaneous Transactions


4.2.18 Click on the push button Transaction Lines4.2.19 Choose the item selected in step 4.2.4

4.2.20 Choose a value in the field named Rev

4.2.21 Do not choose a value for the field named Locator

4.2.22 Choose the Subinventory

4.2.23 Enter Qty


4.2.26 Save

You will see that the system does not permit you to save it, as

you have not provided a valid Locator in step 4.2.21. Now,

chose a Locator in the field Locator and save. You will see

that the transaction is effected.

Dynamic Entry Locator Control

4.2.27 In the organization definition (Inventory Parameters region),ensure that you selected the option Determined at Subinventory

Levelfor the field named Locator Control

4.2.28 In the subinventory definition, ensure that you selected the valueItem Levelfor the field named Locator Control

4.2.29 N Items Organization Items4.2.30 Enter the item that you want o place under Locator Control




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You will see that the system does not allow you to save the

transaction as you have not selected a valid lot number for the

qty received.

4.3.21 Click on the push button Lot/Serial

4.3.22 Click on the push button GenerateYou will fin a new lot number appears in the field named Lot

4.3.23 Enter a partial qty of the total received qty, in the field named

Quantity.

4.3.24 Move cursor to the next field4.3.25 Click on the push button Generate

4.3.26 Enter the remaining qty in the Quantity field

4.3.27 When finished click on the push button Done

Note:

It is definitely not necessary to do steps 4.3.24 to 4.3.26, if you wish to

give the same lot number for all the received qty. In that case, you

have to enter all the received qty in step 4.3.23.

4.4 Serial Control

Serial Number Control is adopted when you want to track individual

pieces of an item. This is generally used for costly items.

4.4.1 Ensure the following values for Serial Control fields (Revision,

Lot, Serial region) in your organization definition.

Uniqueness : Within Inventory Items

Generation :At Item Level

Prefix : Enter an alphanumeric character as prefixStarting Serial Number : Enter a number

4.4.2 N Items Organization Items

4.4.3 Enter the item that you want to place under Serial Control4.4.4 Click on the push button Find

4.4.5 Change region to Inventory

4.4.6 Choose a value of Predefined for the field named SerialGeneration

4.4.7 Enter a Starting Serial Prefix (an alphanumeric character)

4.4.8 Enter a Starting Serial Number4.4.9 Save



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Generating Serial Numbers

4.4.10 N On-hand Availability Generate Serial Numbers

4.4.11 Chose the following parameters for the report

Item : Chose the item selected in 4.4.3

Quantity : Enter the total number of serial numbersyou want to generate this time.

4.4.12 Click on OK

4.4.13 Click on the push button Submit

4.4.14 Help View My Request

4.4.15 Click on the push button FindSee that the server processed your request

Testing

4.4.16 TransactionsMiscellaneous Transactions4.4.17 Choose the Type as Miscellaneous Receipt


4.4.19 Choose the item selected in step 4.4.34.4.20 Choose a value in the field named Rev (assumes that the same

item is under Revision control also)

4.4.21 Choose a value for the field named Locator (assumes that thesame item is under Locator control also)

4.4.22 Choose the Subinventory

4.4.23 Enter Qty4.4.24 Choose the Account4.4.25 Optionally choose a Reason

4.4.26 Save

You will see that the system does not allow you to save the

transaction as you have not selected a valid lot number and a

valid serial number for the qty received.

4.4.27 Click on the push button Lot/Serial

If the item is under lot control also, then4.4.28 Click on the push button Generate

4.4.29 Enter a Qty

4.4.30 Click on the push button Serial4.4.31 Choose the radio button Range

4.4.32 The Qty field will display the total qty you are receiving

4.4.33 Choose the last number that is to be assigned to the last item of thereceived qty.



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5.0 Inventory Planning

5.2 Min-Max Planning

Min-Max planning is generally adopted for items, which are regularly

purchased. Say, for example, let us consider the purchase of bearings, v-

belts etc. The consumption of these types of items will be more or lesssame every month. So, you can fix a minimum and maximum stock level

for these items considering the consumption level.

Once an item is placed under Min-Max Planning, you can make

arrangement to create purchase requisitions automatically when the items

on-hand qty falls below the minimum level fixed for the it.

You can do the Min-Max planning for Buy items as well as Make items. Ifa Buy item is placed under Min-Max Planning, you can do the planning to

generate purchase requisitions at two levels, viz Organization Level andSubinventory Level.

If a Make item is placed under Min-Max Planning, the system creates WIPDiscrete Jobs instead of purchase requisitions. Min-Max Planning for a

make item can be done only at Organization Level

5.2.1 Organization Level Min-Max Planning for Buy Items

5.2.1.1 N Items Organization Items

5.2.1.2 Enter the item that you want to place under organization

Level Min-Max Planning5.2.1.3 Click on the push button Find

5.2.1.4 Change region to General Planning

5.2.1.5 ChooseBuy as value for the field named Make or Buy5.2.1.6 Choose Supplier as value for the field named Source

Type

5.2.1.7 Choose the Min-Max Planningas value for the field

named Inventory Planning Method5.2.1.8 Enter a Minimum Qty

5.2.1.9 Enter a Maximum Qty

5.2.1.10 Enter the Minimum Order Qty5.2.1.11 Enter the Maximum Order Qty

5.1.1.10 optionally enter the Fixed Lot Multiplier

5.1.1.11 Save



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Create Purchase Requisition Automatically

Ensure that the on-hand qty of the item is well below the Min-

Max minimum qty.

5.1.1.12 Help View My Request

5.1.1.13 Click on the push button Find5.1.1.14 Click on the push button Submit a New Request

5.1.1.15 Choose the report Min-Max Planning Report5.1.1.16 Select the following parameters for the report

Planning Level : Organization

Item Selection : Items under minimum quantity

Items From : Choose your item

To : Choose the same itemRestock : Yes

Include PO Supply : NoInclude WIP Supply : No

30334390 INV Inventory Beginers Guide

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