Oracle Inventory IV

®

Inventory: Part 4 Release 11i

Classroom Lab Exercises

Prepared by Oracle University:

Author: Larry PhillipsCreation Date: November 24, 2000Last Updated: November 24, 2000

TABLE OF CONTENTS

LAB 50: DEFINE ITEMS FOR INVENTORY PLANNING..................................................................................................LAB 51: ENABLING REORDER POINT AND SAFETY STOCK PLANNING........................................................................LAB 52: ASSIGN REORDER POINT ITEM TO A FORECAST NAME.................................................................................LAB 53: VIEW FORECAST ENTRIES...........................................................................................................................LAB 54: REQUESTING REORDER-POINT REPORT........................................................................................................LAB 55: RUN REQUISITION IMPORT..........................................................................................................................LAB 56: REVIEW PURCHASE REQUISITIONS..............................................................................................................LAB 57: ENABLING MIN/MAX PLANNING.................................................................................................................LAB 58: REQUESTING MIN - MAX PLANNING REPORT..............................................................................................LAB 59: GENERATE REQUISITIONS FOR MIN - MAX PLANNING................................................................................LAB 60: RUN REQUISITION IMPORT..........................................................................................................................LAB 61: REVIEW PURCHASE REQUISITIONS..............................................................................................................LAB 62: SET UP FOR KANBAN REPLENISHMENT........................................................................................................LAB 63: EXECUTE A KANBAN REPLENISHMENT.......................................................................................................LAB 64: TRANSACT THE REPLENISHMENT MOVE ORDER.........................................................................................LAB 65: DEFINE A ATP RULE..................................................................................................................................LAB 66: ENTER A DEFAULT ATP RULE FOR AN ITEM...............................................................................................LAB 67: VIEW AVAILABLE TO PROMISE INFORMATION.............................................................................................

Copyright Oracle Corporation. All rights reserved.Inventory 11i: Part 4 4/11/2023 4/11/2023

Lab 50: Define Items for Inventory Planning

.6-14, 4.40-42,Þ Step Description: Defining New Items to be used for Reorder Point Planning and Min-Max Planning.

Enable your item TXX-007 for reorder-point planning using reorder-point planning, minimum order quantity of 85 and carrying cost percent of 24. Use lead time of 5. Enable your item TXX-008 for Min - Max planning

1. Inventory2. Items3. Master Items

Master Item Window

ItemTXX-007 TXX-008

DescriptionTXX REORDER POINT ITEM

TXX MIN-MAX ITEM

<Descriptive Flexfields will be shown> <Tab thru fields or click on OK>

<Descriptive Flexfields will be shown> <Tab thru fields or click on OK>

Display Attributes All All

Window Tab

Main Main

Primary Unit of Measure Each Each

<Menu Bar ® Tools><Menu Bar ® Tools>

Copy From Copy From

Copy From Window

Template <blank> <blank>

Item TXX-003 TXX-003

<click on Done> <click on Done>

Primary Unit of Measure Each Each

User Item TypePurchased Item Purchased Item

Item Status Active Active

Copyright Oracle Corporation. All rights reserved.Inventory 11i: Part 4 4/11/2023 4/11/2023 Page 3

Window Tab

General Planning General Planning

Inventory Planning Method

Reorder Point Min-Max

Make or Buy Buy Buy

Min-Max Quantity: Minimum

<blank> < blank>

Min-Max Quantity: Maximum

<blank> < blank>

Order Quantity: Minimum

85 < blank>

Order Quantity: Maximum

<blank> < blank>

Carrying Cost Percent<blank> <blank>

Source Type Supplier Supplier

Window Tab

Lead Time Lead Time

Processing 5 5

Save Save

<Go to Menu Bar> = Tools

Organization Assignment

Organization Assignment

Organization Assignment Window

Org M1 M1

Assigned

Save Save <close window> and <click on New Icon

>


Lab 51: Enabling Reorder Point and Safety Stock Planning

Þ Step Description: Enter item safety stock with effective date of today and quantity of 50 units.

1. Inventory2. Planning3. Safety Stocks

Find Organization Items<click on the New button>

Default ItemTXX-007

Item TXX-007

Description <default.

Effective Date <today’s date>

UOMEa

Quantity 50

Save


Lab 52: Assign Reorder Point Item to a Forecast Name

Instructor Note: Set up a Forecast Set and Forecast Name.

Þ Step Description: Assign TXX-007 item to a Forecast Name.

1. Inventory2. Planning3. Forecasts4. Sets

Forecast Sets

<click on the Find Icon >

Forecast Set CLASS-FSET

DescriptionCLASS FORECAST SET

<click on the Find button>

Bucket Type Days Days

Level Item

Consume

Outlier Update 100 %

Backward Days 0

Forward Days 0

Forecast Name<place your cursor on the line for CLASSFCAST>

Description CLASS FORECAST FOR REORDER POINT ITEMS

Demand Class

<click on the Forecast Items button>


Forecast Items<be sure your cursor is on a blank line>

Item TXX-007

<click on Detail button>

Forecast Entries

Bucket Weeks

Date < This week Monday’s date >

End Date <6 weeks from Monday’s date

Number of Buckets 6

Current 3000

Total 18000 (calculated)

Save


Lab 53: View Forecast Entries

Þ Step Description: Review the forecast entries for the TXX-007.

1. Inventory 2. Planning3. Forecast4. View Entries

Item Forecast Entries

<click on the Find Icon >

Forecast Set CLASS-FSET

Description CLASS FORECAST SET


<place your cursor on your part number and click on the Bucketed button>< view your entries by Weeks>

< view your entries by Days by clicking on the Options, Bucket Type >


Lab 54: Requesting Reorder-point Report

Þ Step Description: Request the reorder-point planning report. Choose No for Create Requisitions. Pick your forecast name, and click OK, and Submit.

NOTE: Instructor will run this as a demo for the whole class.

1. Inventory2. Planning3. Reorder Point Planning

Parameters

Item Selection All reorder point planned items

Demand Cutoff Date<today’s date>

Supply Cutoff Date< today’s date >

Restock No

Default Delivery To M1 - Seattle

ForecastCLASSFCAST

First Sort Inventory item

Second Sort No sort

Third SortNo sort

Items From T00-000

Items To TZZ-999

<review remaining choices>

<click on OK button>

<click on Submit button>

Request Id _____________________

How many item should you be reordering?__________________

What is the Reorder Point Level quantity?__________________


View your Output to review the report.

If you have reasonable data on you report rerun the Reorder Point Planning report and answer Yes to Restock prompt. Use the following to create and view a requisition.

Note: If the report give a message such as “Unable to generate Requisition” verify that Source = Supplier in the Item, General Planning attribute group.

1. Inventory2. Planning3. Reorder Point Planning

Parameters

Item Selection Items under Reorder point


Supply Cutoff Date<today’s date>

Restock Yes


ForecastTXX- FCAST

First Sort Inventory item

Second Sort No sort

Third SortNo sort

Items From T00-000

Items To TZZ-999



<click on Submit Request button>

Request Id _____________________


Lab 55: Run Requisition ImportÞ Step Description: Submit the Requisition Import program to generate approved requisitions.

NOTE: The instructor will run this utility for “ALL” students.

1. Purchasing2. Reports3. Run

Submit Request Window

Type Single Request

Request Name Requisition Import

Parameters

Import SourceInv

Note: If Inv is not listed as a LOV then there are no Req’s to import

Import Batch ID<blank>

Group By Item

Last Requisition Number <blank>




Lab 56: Review Purchase RequisitionsÞ Step Description: Use Requisition Summary to verify the creation and import of a purchase requisition from Reorder Point Planning

1. Purchasing2. Requisitions3. Requisition Summary

Find Requisitions <click on Clear button>

Item TXX-007

<all other fields should be blank>

<click on Find button>

Your Requisition should be there!


Lab 57: Enabling Min/Max Planning

Þ Step Description: Setup a Subinventory to perform Min/Max planning at the Subinventory level.

NOTE: In order for this Lab to work you should have zero On-hand quantity and zero on Supply(purchases Orders).

1. Inventory2. Setups3. Organizations4. Subinventory

Inventory Summary<click on Find button>

Name TXX-FGI

Description <default>

<click on Item/Subinventory button>

Item Subinventories

ItemTXX-008

<default>

Min - Max Planning

Min300

Max900

Save


Lab 58: Requesting Min - Max Planning Report

Þ Step Description: Request the Min - Max planning report . Choose No for Create Requisitions.

1. Inventory2. Planning3. Min - Max Planning

Parameters

Planning LevelSubinventory

Subinventory TXX-FGI

Item Selection All Min - Max planned items



Restock No


Purchasing by Revision No




Request Id _____________________

Review your Min - Max report for results!


Lab 59: Generate Requisitions for Min - Max Planning

Þ Step Description: Choose Yes for Restock to Create Requisitions.

1. Inventory2. Planning3. Min - Max Planning

Parameters

Planning LevelSubinventory

Subinventory TXX-FGI

Item Selection Items under minimum order quantity



Restock Yes





Request Id _____________________

Review your Min - Max report for results!


Lab 60: Run Requisition ImportÞ Step Description: Submit the Requisition Import program to generate approved requisitions.

NOTE: The instructor will run this utility for “ALL” students.

1. Purchasing2. Reports3. Run

Submit Request Window

Type Single Request

Request Name Requisition Import

Parameters

Import SourceInv

Note: If Inv is not listed as a LOV then there are not Req’s to import

Import Batch ID<blank>

Group By Item

Last Requisition Number <blank>




Lab 61: Review Purchase RequisitionsÞ Step Description: Use Requisition Summary to verify the creation and import of a purchase requisition from Min - Max Planning

1. Purchasing2. Requisitions3. Requisition Summary

Find Requisitions <click on Clear button>

Item TXX-008

<all other fields should be blank>


Your Requisition should be there!


Lab 62: Set up for Kanban ReplenishmentÞ Step Description: Setup Pull Sequences for TXX-003 to Supply TXX-PROD Subinventory from TXX-STORES.

1. Inventory2. Kanban3. Pull Sequences

Pull Sequences<click on the New button>

Pull Sequence Summary<click on the Open button>

Pull Sequence

ItemTXX-003

Subinventory TXX-PROD

Source: Type Intra Org

Source: Organization M1

Source: Subinventory TXX-STORES

Planning

Kanban: Calculate No of Cards

Kanban: Size 100

Kanban: Number of Cards 5

Kanban: Minimum<blank>

Save <click on Generate Cards>

Print Kanban Cards Yes

<click on the Cards button to view card that you just created>


Lab 63: Execute a Kanban ReplenishmentÞ Step Description: Someone has pulled a card for replenishment. Execute a supply replenishment

1. Inventory2. Kanban3. Kanban Cards

Find Kanban Cards

ItemTXX-003


Kanban Cards Summary <you should see 5 cards(lines)>

<place your cursor on the first card and click on the Open button>

Kanban Cards

Replenishable

Size 100

Card StatusActive

Supply StatusNew

<click on the Replenish button>


Lab 64: Transact the Replenishment Move OrderPages: Þ Step Description: Transact a Move Order which was created with a Kanban card

1. Inventory2. Move Orders3. Transact Move Orders

Find Move Order Lines

Window Tab Lines

ItemTXX-003


Transact Move Orders<you should see a Replenishment Type line>

Select

<click on the View/Update Allocations button>

Transact Move Order Line Allocations

Subinventory <defaults>

Quantity <move the window over one field so you can see the Requested Quantity field><enter Qty. = 100> <click on the Update button>

<click on OK on the Caution message if there is one> <click on the Transact button>


View Quantity On-Hand

Þ Step Description: View Quantity on Hand for TXX-003 in Subinventory TXX-PROD

1. Inventory2. On-Hand, Availability3. On Hand Quantity

Find On-Hand Quantities

Organizations<leave Organizations blank>

ItemTXX-003

Display Detailed <click on the Find button>

<review the results>


Lab 65: Define a ATP RuleÞ Step Description:: Define a ATP rule name TXX-RULE with 50 past due demand days and 50 past due supply days.

1. Inventory2. Setup3. Rules4. Available to Promise

ATP Rules

Name TXX-RULE

DescriptionTXX ATP RULE

Consumption:

Forward

Backward

Accumulation:

Accumulate Available

Window <blank>

Past Due Days

Demand 50

Supply 50

Infinite Supply User-defined time fence

Infinite Supply Days 15

ATP by Demand Class

<go to the demand source information and supply sources, include every except User Defined Demand.

Save


Lab 66: Enter a Default ATP Rule for an Item

Þ Step Description:: Enter a default ATP rule for an Item. When you are in Order Entry and you execute an ATP request then this Rule will be primary choice

1. Inventory2. Items3. Master Items

Master Items<click on the Find Icon

>

Item TXX-001


Window Tab

Order Management

Check ATP Material Only

ATP Rule TXX-RULE

Save


Lab 67: View Available to Promise InformationÞ Step Description:: Run available to promise and view your results.

1. Inventory2. On Hand Availability3. Available to Promise

ATP Information

Default ATP Rule TXX-RULE

Calendar Organization M-1

Default Required Date<one week from today>

Demand Class <blank>

ATP Type Standard <click on the ATP Criteria button>

ATP Criteria

Org M1

Item TXX-001

ATP RuleTXX-RULE

UOMEa

Required Quantity100

Required Date <one week from today>

<click on the ATP Results button>

<Review and click on Supply/Demand button>

<Review and click on the Open button>


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