Inventory Basic Setup Lab R12

8/13/2019 Inventory Basic Setup Lab R12

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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


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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


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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


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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


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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


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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.)


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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

_____________


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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

__________


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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.

________


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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


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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


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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?_______________________


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


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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


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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.


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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


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and then press the tab key to dQuery run (Ctrl F11)


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


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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


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



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,

____________


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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


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


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3. Define an item that uses locatolocations in your subinventory

Items>Master Items

Item

XX-track


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-


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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


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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 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 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:


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


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


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)


24/57

Items>Master ItemsItem: XX-revisionDescription: Revision Control


Click on Copy FromTemplate: Finished Good

Click on Apply and then Don

Select alternative region - Inve

Revision Control: Enable by c

Save


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 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


eceipt of 10units ofXX-revisionrevision B into XXn

24

2) organizations.

, please refer to

mXX-revision

k OK

-subinv


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?


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


Lot Expiration Control: ShelfliShelf life days: 20

Lot Control: FuStarting Prefix: XX Starting Number: 00

Save


_________________________________________

item? ____________

_________________________________________

, is it possible to enable it? ______

________________________________________

________________________________________

pdate the revision for itemXX-revision, or just accus receipt


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.


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


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.


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)


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?



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


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


28/57

Item: XX-serial_rDesc: Serial numbers ent


Click on Copy From

Item: XX-serial_p


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-


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.


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


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.


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..


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


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:


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


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


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


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



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


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 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


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 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


40/57

XX-Class A 22 XX-Class B 75

XX-Class C 50Save

4. Initiate the cycle counting functcounts.


Select Perform Full Cycle CouClick on the Parameters field fNameGen. AutoSchedGen. CycleCountReg.Cycle Count Listing

Click on the Submit button, th



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


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


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


Click on the Find buttonFind all open count requests =Enter quantities:

Save

8. Approve, reject or recount youCounting>Cycle Counting>A



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


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


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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



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


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


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,


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Reports>ABC and CountingSingle request CliRequest Name: PhName: XX

Once the request has complet

Number of Missing


Click on the Find or use the sHighlight your request, and

Click on the View Report butt

5 Approve all of the adjustments


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


Query your physical inventory.


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


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


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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 Find or use the sWhen the program name CYC


3. Enter several preapproved cyclcounted for your cycle count, X

Counting>Cycle Counting>C

Cycle Count: XX-CYCL


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


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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





If you do not have any counts t

4. Recount any of your cycle cou


Click on the Find buttonFind all open count requests =Enter quantities:

Save


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


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


YES


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.


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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 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


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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


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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


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Click on the Submit RequestWrite down the concurrent req

Click on the Help MenuClick on View my request


When the program Reorder P


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


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


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.


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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


When the program Min\Max P


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


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

____


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____________________________Now, perform a Miscellaneous RecFGIa quantity of 75, and then rerunIf you need help performing the tran

(For the report, use the same i

Inventory Basic Setup Lab R12

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Transcript of Inventory Basic Setup Lab R12