Oracle Inventory Labs

2.1 Guided Demonstration - Setting up Locations

Responsibility = Inventory, Vision Operations USA

1. Navigate to the Locations window.

(N) > Setup > Organizations > Locations.

2. Define a Location using the following information:

Name: M12 Orlando (Give your own Name: lalit location3)

Description: Orlando Manufacturing

3. (T) Address Details

Address Style: United States

4. Enter the following address information:

Address Line 1: 100 Buena Vista Drive

City: Orlando

State: FL

Zip Code: 32803

County: Orange

Country: United States

Telephone: (407) 828-5000

5. Select the following Timezone from the list of values:

Eastern

6. (T) Shipping Details

Ship-To Location: M12 Orlando

7. Verify the following boxes are checked

Ship-To Site

Receiving Site

Office Site

Bill-To Site

Internal Site

8. Save and Close form.

1

Wokday Calendar: lalitcale3

2.2. Guided Demonstration - Setting Up Organizations

Responsibility: Inventory, Vision Operations USA

1. Navigate to the Organizations window.

(N) > Setup > Organizations > Organizations.

2. (B) New in Find window

3. Set up a new organization using the following information:

Name: M12 Orlando MFG lalit Inventory Org3

Type: Plant

Location: M12 Orlando MFG

4. Save your work.

5. In the Organization Classification alternative region, select the following

information:

Name: Inventory Organization

Enabled: Selected

6. Save your work.

Define Accounting Information

7. (B) Others > Accounting Information.

8. Enter the following accounting information:

Primary Ledger: Vision Operations

Legal Entity: Vision Operations

Operating Unit: Vision Operations

9. Save your work.

Define Inventory Parameters

10. (B) Others > Inventory Information > (T) Inventory Parameters

11. Enter the following inventory parameters:

Organization Code: M12

2

Item Master Organization: Vision Operations

Calendar: Vision01

Demand Class: Blank

Move Order Timeout Period: 60 Days

Mover Order Timeout Action: Approve automatically

Locator Control: Determined at Subinventory Level

Auto Delete Allocations at Move Order Cancel: Selected

12. (T) Costing Information

13. Enter the following costing parameters:

Costing Method: Standard

Transfer to GL: Yes

Reverse Encumbrance: No

Project Cost Collect Enabled: No

Defer Logical Transactions: No

Cost Cutoff Date: Blank

Default Material Sub-Element: Blank

Material Overhead Sub-Element: Blank

14. Enter the following valuation accounts:

Account Type Account

Material 01-000-1410-0000-000

Outside Processing 01-000-1450-0000-000

Material Overhead 01-000-1420-0000-000

Overhead 01-000-1430-0000-000

Resource 01-000-1440-0000-000

Expense 01-520-7530-0000-000

15. (T) Other Accounts

16. Enter the following other account information:


Purchase Price Variance 01-520-5210-0000-000

Invoice Price Variance 01-520-5220-0000-000

3

Inventory AP Accrual 01-000-2220-0000-000

Sales 01-520-4110-0000-000

Cost of Goods Sold Account 01-450-5110-0000-000

Deferred COGS Account 01-450-5110-0000-000

17. (T) Revision, Lot, Serial And LPN

18. Enter A in the Starting Revision field.

19. Enter the following Lot Control parameters:

Uniqueness: Across Items

Generation: At Item Level

Total Length: 30

Generation: At item level

Auto Create Lot UOM Conversion: Blank

Allow Different Lot Status: With exception

20. Enter the following Serial Control parameters:

Uniqueness: Within organization

Generation: At Item level

Prefix SER lal

Starting Serial Number: 0000000001 1

21. (T) ATP, Pick, Item-Sourcing

22. Enter the following information:

ATP Defaults Rule: Total ATP, No DC (select second)

Picking Defaults: Rule: Default Picking Rule PR1

Subinventory Order: Blank

Locator Order: Blank

Pick Confirmation Required: Blank

Over Picking for Manufacturing: Blank

Over Picking for Transfer Orders: Selected

Enable Rules Override for Lot-Level Res.: Selected

Item Sourcing Detail: Type: Supplier

4

Item Sourcing Detail: Organization: Blank

Item Sourcing Detail: Subinventory: Blank

23. (T) Inter-org Information


Inter-organization Transfer Charge: Predefined percent

Predefined Percent: 10%

Transfer Credit: 01-520-5290-0000-000

Purchase Price Variance: 01-520-5210-0000-000

Receivable: 01-000-1810-0000-000

Payable: 01-000-2370-0000-000

Intransit Inventory 01-000-1460-0000-000

25. ((M) File > Close Form

Define Receiving Information

26. (B) Others > Receiving Information

27. Enter the following Receiving Information:

Enforce Ship-To: None

ASN Control Action: None

Receipt Days Early and Late: 5

Receipt Days Exceed-Action Warning

Over Receipt Tolerance (%) 5%

Over Receipt Action Warning

RMA Receipt Routing: Standard

Receipt Routing: Standard

Allow Substitute Receipts: Selected

Allow Unordered Receipts: Selected

Allow Express Transactions: Selected

Allow Cascade Transactions: Selected

Validate Serial Numbers on RMA Receipts: elected

Receipt Number Generation: Automatic

Receipt Number Type: Alphanumeric

Next Receipt Number: 1

5

Validate Lots on RMA Receipts: Restricted

Receiving Inventory Account: 01-000-1410-0000-000

Clearing Account: 01-000-1410-0000-000

28. (B) Save

29. Click Close Window.

30. Save your work.

31. Close the Organizations window.

Link the Location to the Inventory Organization

32. Navigate to the Location window.

(N) Setup > Organizations > Location

33. Find M12 Orlando.

(M) > View > Query By Example > Enter

34. Enter %M12% in the Name field.

(M) > View > Query By Example > Run

35. (T) Other Details


Inventory Organization: M12 Orlando MFG

37. Save your work and close the window.

6

2.3. Solution - Creating Sub inventories


1. Change Organization to M1 Seattle.

(N) Change Organization

Choose Seattle Manufacturing

Select OK

2. Navigate to the Sub-inventories window.

(N) Setup > Organizations > Sub inventories

3. (B) New

Name: ##FGI

Description: Finished Goods Inventory

Status: Active

Type: Storage

Locator Control: Item Level

lal subin3 lalit subinventory3-RM

lal subin4 lalit subinventory4-FG

7

4. (M) File > Save

5. (M) File > New.

Name: ##Main

Description: Main Stores

Type: Storage

Status: Active

Locator Control: Dynamic Entry

8

6. (M) File > Save

7. (M) File > New

Name: ##RM

Description: Raw Materials

Status: Active

Type: Storage

Locator Control: None

9

8. (M) File > Save

9. (M) File > New

Name: ##LV

Description: Low Value Inventory

Status: Unserviceable: Not Available for Netting, ATP and Reservations

Type: Storage

Locator Control: None

Quantity Tracked: Deselected

10

10. Save and Close window.

(M) File > Save

(M) File > Close Form

11. In which organization are your new subinventories? M1 Seattle

Manufacturing

Verifying Subinventories

12. Does a subinventory called ##FGI exist in M2 Boston Manufacturing? No,

you created your sub inventories in M1 Seattle Manufacturing.

13. (N) Change Organization.

Select M2 Boston Manufacturing.

14. (N) Setup > Organizations > Subinventories

15. (M) View > Find.

11

16. (M) File > Close Form.

12

2.4. Solution – Setting Up Locator Control

Defining Stock Locators

1. Navigate to the Stock Locators window.

(N) Setup > Organizations > Stock Locators

(B) New

2. Enter the following new locators using the following information:

Row: (your team #) ##

Rack: 1

Bin: 01

Description: Anything you want

Type: Storage Locator

Subinventory: ##FGI

Locator Status: Active

Row: ##

Rack: 1

Bin: 02


Type: Storage Locator

Subinventory: ##FGI

Locator Status: Active : Not Available for Netting, ATP and

Reservations

Row: ##

Rack: 2

Bin: 01


Subinventory ##Main

Locator Status: Active

Row: ##

Rack: 2

13

Bin: 02


Subinventory ##Main

Locator Status: Active : Available for ATP and Reservations

3. Select (M) File > Save

4. Select (M) File > Close

14

3.1 Guided Demonstration - Creating Units of Measure


1. (N) > Setup > Units of Measure > Units of Measure.

2. (M) File > New.

3. Use the following information to create two new units of measure:

Name UOM Description Class

00-Centimeter 00C 00 Centimeter 00-Metric

00-Kilometer 00K 00 Kilometer 00-Metric

4. (M) File > Save.


15

3.2 Guided Demonstration - Creating Unit of Measure Classes


1. (N) > Setup > Units of Measure > Classes.

2. (M) File > New.

3. Enter the following unit of measure information:

Name: 00-Metric

Description: 00-Metric Class

Base Unit 00-Meter

UOM: 00M

4. (M) File > Save.


16

3.3 Guided Demonstration - Defining Unit of Measure Conversions


1. (N) Setup > Units of Measure > Conversions

2. (M) File > New.

3. Enter 00-Centimeter in the Unit field.

4. Enter 0.01 in the Conversion field.

5. (M) File > New.

6. Enter 00-Kilometer in the Unit field.

7. Enter 1000 in the Conversion field.

8. (M) File > Save.


17

3.4 Solution – Defining Units of Measure


Defining Unit of Measure Classes

1. Navigate to the UOM Classes window.

(N) Setup > Units of Measure > Classes

2. The application prompts you to select an organization if it is a first-time access

to the database. Select M1 Seattle Manufacturing from the list of values.

3. (M) File > New

Name ##-QTY

Description ##-Quantity Class

Base Unit ##-Each

UOM (abbreviation) ##E

4. (M) File > Save.

Defining Units of Measure

5. Navigate to the Units of Measure window.

(B) Units of Measure

6. (M) File > New

7. Enter the units of measure information according to the following table:

18

Name UOM Description

##-Dozen ##D ## Dozen UOM

## Gross ##G ## Gross UOM

# Case ##C# ## Case UOM

Note: Select (M) File > New between each new unit of measure.

8. (M) File > Save.

9. (M) File > Close form

Setting up Unit of Measure Conversions

10. Navigate to the Unit of Measure Conversions window.

(B) Setup > Units of Measure > Conversions

11. (M) File > New

12. Enter the unit of measure conversion information according to the following

table:

Unit Class Conversion Base Unit

##-Dozen ##-Qty 12 ##-Each

##-Gross ##-Qty 144 ##-Each

##-Case ##-Qty 24 ##-Each

19

Note: Select (M) File > New between each new unit of measure conversion.

Note: Verify that you are creating a standard unit of measure conversion.

13. (M) File > Save.

14. (M) File >Close Form.

Setting up Lot-Level Unit of Measure Conversions

Navigate to the Lot Inter-Class Unit of Measure Conversions window.

(N) Setup > Units of Measure > Lot Specific Conversions


Item: CM20001

Lot: BC2500

Base Unit 00-Each

Conversion: 1

16. (B) On-hand Quantities

17. Enter a value in the New Primary quantity field (for example, 480).

20



20. What types of updates can you perform on the Update Quantities window?

________________________________________________________________

________________________________________________________________

21

4.1 Guided Demonstration - Define Item


1. (N) > Items > Master Items.

2. Define an item using the following information.

− Item: AS18456

− Description: Lap Top Assembly

3. (M) Tools > Copy From.

4. Select Finished Good template from LOV.

5. Select Apply.

6. Select Done.

7. (M) File > Save.

8. (M) Tools > Organization Assignment.

9. Enable the Item in M1 Seattle.



22

4.2 Guided Demonstration - Viewing Item Attributes

Responsibility: Oracle Inventory, Vision Operations USA

1. (N) Items > Master Items.

2. (M) View > Query by Example > Enter.

3. Enter item %AS20000.

4. (M) View > Query by Example > Run.

5. (T) Inventory.

6. Select the Master radio button from the Display Attributes zone.

7. Select the Org radio button from the Display Attributes zone.

8. (T) Purchasing

9. (T) Receiving

10. (T) Order Management


23

4.3 Solution – Viewing Item Attributes

Viewing Item Attributes


1. Navigate to the Master Items Window.

(N) Items > Master Items

2. Query Item # AS20000.

• (M) View > Query by Example > Enter

− Enter AS20000% in the Item field.

• (M) View > Query by Example > Run

3. (T) Bills of Material

A BOM is allowed for item for AS20000. This attribute is controlled at the master

level.

24

4. (T) Process Manufacturing

Item AS20000 is recipe enabled. This attribute is controlled at the organization

level.

25

5. Find Item AS54888.

• (M) View > Find

26

• Click Find.

6. (T) Main

Item AS5488 Item Status is active, and master controlled.

27

7. (T) Bills of Material

A Bill of Material is allowed for this item, and the attribute is master controlled.

8. (T) Order Management

Customer orders are enabled for this item, and the attribute is master controlled

28

9. (T) Invoicing

Invoicing is enabled for this item, and the attribute is master controlled.

10. (T) Inventory

29

This item is transactable, and stockable. These attributes are master controlled

11. In how many Organizations can this part be used?

30

4.4. Guided Demonstration - Creating Item Templates

Responsibility: inventory, Vision Operations (USA)

1. Navigate to the Item Templates window.

• (N) Setup > Items > Templates

2. (B) New

3. Use the following information to create an item template:

− Template: 00-Leadtime

− Description: Standard lead times for new parts

− Organization: M1

4. Save your work.

• (M) File > Save

5. Select Lead Times from the show drop-down menu.

6. Enable the following item attributes in the following table:

Attribute Name Value

Preprocessing Lead Time 5

Processing lead Time 44

Post Processing Lead Time 1

7. Save your work.

• (M) File > Save

8. Close the window.

• (M) File > Close Form

31

4.5. Solution - Defining Items

Responsibility, Inventory, Vision Operations USA

Create Items

1. Navigate to the Master Items window


2. Create the no inventory controls item: lalitFG3

Name: ##-Item01

Description Team ## No Inventory Controls

3. (M) Tools > Copy From

4. Enter Finished Goods in the Template field

5. (B) Apply.

6. (B) Done

32

7. (M) File > Save

8. (M) Tools > Organization Assignment

9. Assign the item to the following inventory organizations:

Org: M1 Seattle Manufacturing

Org: M2 Boston Manufacturing

33

10. (M) File > Save

11. Click the Attribute Groups tab.

12. File > New

13. (T) Inventory

14. Create your locator-controlled item. Enter the item name and description.

Repeat steps 2-6 to copy the finished good template. Enable the following

additional item attributes for you locator-controlled item:

−Name: ##-Item02

−Description Team ## Locator Controlled Item

−Locator Control: Prespecified

34

15. (M) File > Save

16. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2

Boston Manufacturing.


18. (M) File > New

19. (T) Inventory

20. Create your revision-controlled item. Enter the item name and description.


additional item attributes for your revision-controlled item:

−Name: ##-Item03

−Description Team ## Revision Controlled Item

Revision Control: Selected

35

21. (M) File > Save




24. (M) File > New

25. (T) Inventory

26. Create your lot-controlled item. Enter the item name and description. Repeat

steps 2-6 to copy the finished good template. Enable the following additional item

attributes for your lot controlled item:

Name: ##-Item04

Description Team ## Lot Controlled Item

Lot Control: Full Control

Starting Prefix: A

Starting Number: 001

Maturity Days: 10

Hold Days: 5

36

27. (M) File > Save




30. (M) File > New

31. (T) Inventory

32. Create your parent and child lot-controlled item. Enter the item name and

description.


additional item attributes for your parent and child-lot-controlled item:

− Name: ##-Item05

− Description Team ## Child and Parent Lot Item

− Lot Control: Full Control

− Maturity Days: 10

− Hold Days: 5

37

− Child Lot Enabled: Selected

− Child Generation: Parent+Child

− Prefix: A

− Starting Number: 001

33. (M) File > Save




36. (M) File > New

37. (T) Inventory

38. Create your grade-controlled item. Enter the item name and description.


additional item attributes for your grade-controlled item:

− Name: ##-Item06

38

− Description Team ## Grade controlled item


− Starting Prefix: A



− Hold Days: 5

− Grade Controlled: Selected

− Default Grade: A

39. (M) File > Save




42. (M) File > New

43. (T) Inventory

44. Create your serial-controlled item. Enter the item name and description.


additional item attributes for your serial-controlled item:

− Name: ##-Item07

39

− Description Team ## Serial Controlled Item

− Generation: Predefined



45. (M) File > Save




48. (M) File > New

49. (T) Main

50. Create your dual unit of measure and lot expiration-controlled item. Enter the

item name and description. Repeat steps 2-6 to copy the finished good template.

Enable the following additional item attributes to enable dual unit of measure

control:

− Primary: 00-Each

− Tracking: Primary and Secondary

40

− Pricing: Primary

− Secondary: 00-Meter

− Defaulting: No Default

− Deviation + 0

− Deviation – 0

51 (T) Inventory

52. Enter the following lot control parameters:

− Name: ##-Item08

− Description Team ## Dual UOM and Lot expiration controlled tiem

− Lot Expiration (Shelf Life Control) Full Control

− Shelf Life Days: 30

− Retest Interval: 10

− Expiration Action Interval: 5

− Expiration Action: Dispose




41


− Hold Days: 5

53. (M) File > Save



55. (M) File > Save

56. (M) File > Close Form

Create a Unit of Measure Conversion for your Dual UOM controlled item

57. Navigate to the Unit of Measure Conversions window

58. (N) Setup > Units of Measure > Conversions

59. (T) Inter-Class

60. Enter the following information

− Item: ##-Item-08

− Destination: ##-Meter

− Conversion: .05

42

61. (M) File > Save


.

43

5.11


1. Navigate to the Organizations window.

(N) > Setup > Organizations > Organizations.

2. (B) New in Find window

3. Set up a new organization using the following information: Name: M12 Orlando MFG Type: Plant Location: M12 Orlando MFG

4. Save your work.

5. In the Organization Classification alternative region, select the following information:

Name: Inventory Organization Enabled: Selected

6. Save your work.

Define Accounting Information

7. (B) Others > Accounting Information.

8. Enter the following accounting information: Primary Ledger: Vision Operations Legal Entity: Vision Operations Operating Unit: Vision Operations

9. Save your work.

Define Inventory Parameters

10. (B) Others > Inventory Information > (T) Inventory Parameters

11. Enter the following inventory parameters: Organization Code: M12 Item Master Organization: Vision Operations Calendar: Vision01 Demand Class: Blank Move Order Timeout Period: 60 Days Mover Order Timeout Action: Approve automatically Locator Control: Determined at

Subinventory Level

44

Allow Negative Balances: Selected Auto Delete Allocations at Move Order Cancel: Selected

12. (T) Costing Information

13. Enter the following costing parameters: Costing Method: Standard Transfer to GL: Yes Reverse Encumbrance: No Project Cost Collect Enabled: No Defer Logical Transactions: No Cost Cutoff Date: Blank Default Material Sub-Element: Blank Material Overhead Sub-Element: Blank

14. Enter the following valuation accounts:


Material 01-000-1410-0000-000

Outside Processing 01-000-1450-0000-000

Material Overhead 01-000-1420-0000-000

Overhead 01-000-1430-0000-000

Resource 01-000-1440-0000-000

Expense 01-520-7530-0000-000

15. Other Accounts

16. Enter the following other account information:


Purchase Price Variance 01-520-5210-0000-000

Invoice Price Variance 01-520-5220-0000-000

Inventory AP Accrual 01-000-2220-0000-000

Sales 01-520-4110-0000-000

Cost of Goods Sold Account 01-450-5110-0000-000

17. (T) Revision, Lot, Serial And LPN

18. Enter A in the Starting Revision field.

19. Enter the following Lot Control parameters:

45

Uniqueness: Across Items Generation: At Item Level Total Length: 30 Generation: At item level Auto Create Lot UOM Conversion: Blank Allow Different Lot Status: With exception

20. Enter the following Serial Control parameters: Uniqueness: Within organization Generation: At organization level Prefix SER Starting Serial Number: 0000000001

21. ATP, Pick, Item-Sourcing

22. Enter the following information: ATP Defaults Rule: Total ATP, No DC (select

second) Picking Defaults: Rule: Default Picking

Rule PR1 Subinventory Order: Blank Locator Order: Blank Pick Confirmation Required: Blank Over Picking for Manufacturing: Blank Over Picking for Transfer Orders: Selected Enable Rules Override for Lot-Level Res.: Selected Item Sourcing Detail: Type: Supplier Item Sourcing Detail: Organization: Blank Item Sourcing Detail: Subinventory: Blank

23. (T) Inter-org Information

24. Enter the following information: Inter-organization Transfer Charge: Predefined percent Predefined Percent: 10% Transfer Credit: 01-520-5290-0000-

000 Purchase Price Variance: 01-520-5210-0000-000 Receivable: 01-000-1810-0000-000 Payable: 01-000-2370-0000-000 Intransit Inventory 01-000-1460-0000-000


Define Receiving Information

26. (B) Others > Receiving Information

46

27. Enter the following Receiving Information: Enforce Ship-To: None ASN Control Action: None Receipt Days Early and Late: 5 Receipt Days Exceed-Action Warning Over Receipt Tolerance (%) 5% Over Receipt Action Warning RMA Receipt Routing: Standard Receipt Routing: Standard Allow Substitute Receipts: Selected Allow Unordered Receipts: Selected Allow Express Transactions: Selected Allow Cascade Transactions: Selected Validate Serial Numbers on RMA Receipts: Selected Receipt Number Generation: Automatic Receipt Number Type: Alphanumeric Next Receipt Number: 1 Validate Lots on RMA Receipts: Restricted Receiving Inventory Account: 01-000-1410-0000-

000 Clearing Account: 01-000-1410-0000-000

28. (B) Save

29. Click Close Window.

30. Save your work.

31. Close the Organizations window.

Link the Location to the Inventory Organization

32. Navigate to the Location window.

(N) Setup > Organizations > Location

33. Find M12 Orlando.

(M) > View > Query By Example > Enter

34. Enter %M12% in the Name field.

(M) > View > Query By Example > Run

35. (T) Other Details

36. Enter the following information: Inventory Organization: M12 Orlando MFG

47

37. Save your work and close the window.

48

5.21

Responsibility: Inventory, Vision Operations

1. Navigate to the Master Items window.


2. Create an item with the following information Item: lot_control_item Description: Lot control item

3. (N) Tools > Copy From Template: Finished Good

4. (B) Apply

5. (B) Done

6. (T) Inventory

7. Enable the following Item Attributes: Lot Control: Full Control Maturity Days: 15 Hold Days: 5 Lot Expiration (Shelf Life): Shelf Life Days Shelf Life Days: 60 Retest Interval: 30 Expiration Action Interval: 10 Expiration Action: Dispose Grade Controlled: Enabled Default Grade: A

8. (M) File > Save

9. (T) Organization Assignment

10. Enable the item in the following organizations: M1 Seattle Manufacturing M2 Boston Manufacturing

11. (M) File > Save


13. Navigate to the Lots window.

49

(N) On-hand, Availability > Lots

14. (B) New

15. Enter lot_control_item in the Item field.

16. (B) Generate Lot

50

5.31


1. Navigate to the Maintain Grades window.

(N) Setup > Maintain Grades

2. (M) File > New

3. Enter the following grade information. Grade: AVG Description: Average grade

4. (M) File > Save


51

5.4Solution – Using the Lot Master

Generating Lots

Responsibility, Inventory, Vision Operations USA

1. Navigate to the Item Lots window.

(N) On-hand, Availability > Lots

2. (B) New

3. Enter Item ##-Item04 in the Item field where ## represents your team number.

4. Press Enter.

5. (B) Generate Lot

6. (M) File > Save

52

7. (M) > New

8. Enter item ##-Item05 in the Item field where ## represents your team number.

9. Press Enter.

53

10. (B) Generate Parent Lot


12. (M) File > Save

54

13. (M) File > New


55


16. Where does the Grade field default from? ______________

17. (M) File > Save

18. (M) File > New


56


21. Enter the current date in the Origination Date field.

57

22. Enter date information in the following fields: Expiration Date Expiration Action Date Expiration Retest Date

Note: The dates do not appear in these fields

23. (M) File > Save

24. (M ) File > Close Form

58

5.51


Creating New Revisions

1. If you are not in M1 organization, change your organization to M1.

(N) Change Organization.

Select M1 Seattle Manufacturing from the organization list.

2. (N) Items > Organization Items.


4. (T) Inventory.

5. Select the Revision Control check box.

6. (M) Tools > Revisions.

7. (M) File > New.

8. Enter the following revision information: Revision: B Revision Label: B Description: Lap Top Assembly Revision Effective Date: Today's Date.

9. (M) File > Save.


Enabling Lot Control


12. Find item AS18456.

13. (T) Inventory.

14. Select Full Control in the Lot alternative region.

15. Enter the starting lot prefix.

16. Enter the lot starting number.

60



Enabling Serial Control



21. (T) Inventory.

22. Select Predefined from the Serial alternative region: Starting Prefix: AS Starting Number: 000001



Generating Serial Numbers

25. (N) On-hand, Availability > Generate Serial Numbers.

26. Enter the following information to generate serial numbers: Item: AS42001 Quantity: 1000

27. Choose Submit.

Transacting Locator Controlled Items.

28. (N) Transactions > Miscellaneous Transactions.

29. Enter the following transaction information: Type: Miscellaneous receipt Account: Miscellaneous

30. Choose Transaction Lines.

31. Enter the following receipt information: Item: AS18456 Revision: B Subinventory: FGI Quantity: 10

32. Choose Lot /Serial.

33. Choose Generate.

61

Lot Quantity: 10

34. Choose Done.

35. (M) File > New.

36. Enter the following receipt information: Item: AS42001 Subinventory: FGI Quantity: 15

37. Choose Lot /Serial.

38. Select the first available serial number from the list of values.

Note: The End Serial Number field populates automatically according to the transaction quantity.

39. Choose Done.



62

5.6Solution –Generating and Maintaining Serial Numbers


Generate Serial Numbers

1. Navigate to the Generate Serial Numbers window.

(N) On-hand, Availability > Generate Serial Numbers.

2. Enter the following information: Item: ##- Item-07 Quantity: 10000

3. (B) OK.

63

4. (B) Submit

5. (B) Yes

6. (M) File > Save


Find Serial Numbers

8. Navigate to the Serial Numbers window.

(N) On-hand, Availability > Serial Numbers


64

Item: ##-Item07

If you place your cursor in the item field then you can enter information in that field.

10. (B) Find

65

11. (B) Serial Info

66

The serials are in the Defined but not used state.


67

5.71


1. (N) On-hand, Availability > Lots

2. Select an item

3. (B)View Genealogy

4. (T) Lot Attributes

Explain the Lot Attributes tab. This tab contains information about the lot.

5. (T) Material Transactions

Explain the Material Transactions tab. If you transacted this lot, then the transactions appear in this tab. You can also access the Grade /Status history as well as reservations and on-hand quantity.

6. (T) Pending Txns and Allocations

Explain the Pending Txns and Allocations tab. If there are any pending transactions or allocations for the lot, then you can view it on this tab. You can access the existing reservations and the on-hand quantity as well.

7. (T) Products or Components

Explain the Product and Components tabs. If you are viewing the lot by source, then you can view the Lot components. If you are viewing where the lot is used, then you can view the lot products. You can view the product or information such as transaction information and work, batch, or work order details.

8. (T) Quality Collections or Quality Samples

Explain the Quality Collections and Quality Samples tabs. If you are using Oracle Quality, or Process Quality then you can view these tabs.

9. (T) Lot Based Jobs

Explain the Lot Based Job Transactions tab.If you have Oracle Shop Floor Management installed, then you can see the Lot Based Job Transactions tab. The Lot Based Job Transactions tab displays the Oracle Shop Floor Management transactions, such as splitting, merging, bonus lots, and updating assemblies. It displays the previous values for WIP Lot Name, Start Quantity, and Assembly Number, and the resulting values after the transaction.

68

6.11


Setting Up Source Types

1. (N) Setup > Transactions > Source Types

2. Select the User tab.

3. (M) File > New.

4. Use the following information to define a source type. Name: Charitable Donation Description: Charitable Donation

5. (M) File > Save.


Setting Up Transaction Types

7. (N) Setup > Transactions > Types.

8. Select the User tab.

9. (M) File > New.

10. Use the following information to define a transaction type. Name: Goodwill Donation Description: Goodwill Donation Source Type: Charitable Donation Action: Issue from Stores



Setting Up Transaction Reasons

13. (N) Setup > Transactions > Reasons

14. (M) File > New.

15. Use the following information to define a transaction reason. Name: Goodwill Description: Charitable donation to Goodwill

69



70

6.21


1. Navigate to the Inventory Picking Rules window.

(N) Setup > Rules > Picking

2. Enter the following information: Name: Sales_Order_Partial_Lot_Subinventry Description: Sales order partial lot allocation allowed Partial Allocation Allowed: Enabled Subinventory: RECEIPT DATE DESC Rank: 1

3. (M) File > Save

4. Select the Enabled check box.

5. (M) File > Save

6. (B) Assignment

7. Assign the rule to the following item: Item: AS18947

8. (M) File > Save



71

6.31


1. Navigate to the Inventory Accounting Periods window.

(N) Accounting Close Cycle > Inventory Accounting Periods

2. Select a Future accounting period.

3. (B) Change Status.

4. (B) OK


72

7.1Solution – Processing Miscellaneous Receipts

Responsibility = Inventory, Vision Operations (USA)

1. Navigate to the Miscellaneous Transactions window.

(N) Transactions > Miscellaneous Transactions

2. Enter the following information: Type: Miscellaneous receipt Account: 01-580-7740-0000-000

3. (B) Transaction Lines Enter the following information for item ##item-01: Item: ##-Item-01 Subinventory: ##FGI Quantity: 1000

73

4. (M) > New

5. Enter the following information for ##-Item02: Item: ##-Item02 Subinventory: ##FGI Locator: ##.1.01 Quantity: 1000

6. (M) File > New

7. Enter the following information for ##-Item03: Item: ##-Item03 Subinventory: ##FGI Revision: A Quantity: 1000

74

8. (M) File > New

9. Enter the following information for ##Item04: Item: ##-Item04 Subinventory: 00FGI Quantity: 1000

75

10. (B) Lot/Serial


12. Enter the following lot information: Quantity: 500

13. (M) File > New


76


16. (B) Done

17. (M) File > New

18. Enter following information for ##Item05: Item: ##Item05 Subinventory: ##FGI Quantity: 1000 Lot: Select an existing lot from the list of values

77

19. (M) File >New

20. Enter the following information for item ##-Item06: Item: ##-Item06 Subinventory: 00FGI Quantity: 1000

21. (B) Lot/Serial


23. Enter the following information: Lot Quantity: 1000

78

24. (M) File > New

25. Enter the following information for item ##-Item07: Item: ##-Item07 Subinventory: 00FGI Quantity: 500

26. (B) Lot/Serial

27. Enter a range of serial numbers.

79

28. (B) Done

29. (M) File > New

30. Enter the following information for ##-Item08: Item: ##-Item08 Subinventory: 00FGI Quantity: 1000

Note: Because of the defaulting rule you selected during setup, the secondary quantity appears automatically.

31. (B) Lot/Serial



80

34. (B) Done

35. (M) File >Save



Verify the Transactions Processed

38. Navigate to the Material Transactions window.

(N) Transactions > Material Transactions

39. Verify today’s date appears in the Transactions Dates fields.

81

40. (B) Find

41. What is the Source Type for item ##-Item03? ________________________________

82

7.2Solution – Processing Subinventory Transfers

Transferring Items between Subinventories


1. Navigate to the Subinventory Transfers window.

(N) Transactions >Subinventory Transfer

2. Enter Subinventory Transfer in the Type field.

3. (B) Transaction Lines

4. Enter the information according to the following table:

Item Subinventory Quantity To Subinv Locator To Locator

##-Item01 ##FGI 10 ##Main N/A ##.2.01

##-Item-02 ##FGI 10 ##Main ##.1.01 ##.2.01

83

Why do you have to enter a locator for both items in the ##Main subinventory? The ##Main subinventory is a Dynamic entry subinventory. All items in this subinventory are under locator control.

5. (M) File > Save

6. (M) Close > Form

Verify the Transaction Processed


(N) Transactions > Material Transactions

8. Verify today’s date appears in the Transactions Dates fields.

84

9. (B) Find

10. Verify the transaction processed.


85

7.3Solution – Performing Interorganization Transfers

Transacting Items


1. Navigate to the Inter Organization Transfer Window.

(N) Transactions > Inter-organization Transfer To Org: M2 Boston Manufacturing Transact Type: Intransit shipment Shipment Number: T## Freight: DHL Waybill: T## Containers: 1 Expected Receipt date: 1 week from today.


3. Enter the following information: Item: your choice From subinventory: ##-FGI To subinventory: Stores Quantity: 1

86

4. (B) Lot / Serial

5. Select the Lot from the lot LOV. The parent lot appears automatically.

6. Enter the 10 in the Quantity field.

7. (B) Done

Viewing Transactions


87

(N) Transactions > Material Transactions.

9. Enter your part number.

10. (B) Find

11. (T) Intransit

88


89

7.41


Receipts

1. (N) Change Organization. M2 Boston Manufacturing

2. (N) Transactions > Receiving > Receipts.

3. Enter the following transaction information: Source Type: Internal Item: AS18947

4. Choose Find.

5. Select the Item to receive.

6. Enter the M2-Boston as the receiving Location.

7. (M) File > Save.


Receiving Stock

9. (N) Transactions > Receiving > Receiving Transactions.

10. Enter the following transaction information: Type: Internal Item: AS18947

11. Choose Find.

12. Select the transaction to deliver.

13. Enter the following receiving information: Location: M2 Boston Subinventory: Stores



Verifying Receipts and Receiving Transacitons

16. (N) Transactions > Receiving > View Receiving Transactions

90

17. Enter the following transaction information: Type: Internal Item: AS18947

18. Choose Find.

19. Select the appropriate receipt number.

20. Choose Transactions.


91

7.5Solution – Transacting Move Orders

Create a Move Order


Create a Move Order

1. Navigate to the Move Order window.

(N) Move Orders > Move Orders

2. Define a Move Order Using the following Information: Number: ##-1 Description: Team ## move order Transaction Type: Move Order Transfer Source Subinventory: ##FGI Item: ##-Item08 Quantity: 10

3. (T) Destination Subinventory: ##Main Locator: ##.02.01

92

4. (B) Approve


Transact Move Order

6. Navigate to the Transact Move Orders window.

(N) Move Orders > Transact Move Orders

7. Find your move order.

Numbers: ##-1

93

8. (B) Find

9. Update your Move Order.

(B) View/Update Allocations

Verify/Update the following: Subinventory: ##FGI To Subinventory: ##Main To Locator: ##.2.01 Quantity: 10

94

10. (B) Transact

11. (B) OK


Verify the Results

13. View the results to verify the transaction processed.

(N) Transactions >Material Transactions

14. Enter Item ##-Item08 in the Item field

95

15. (B) Find

16. Verify the transaction processed.

96

7.61



Verify you are in organization M1 Seattle.

2. (M) File > New

3. Enter the following subinventory information:

Name: Raw Description: Raw Materials Locator Control: Item Level

4. (B) Open.

5. Select Receiving as the subinventory Type.

Explain to the students the difference between storage and receiving subinventory types.

6. (M) File > Save.



Verifying Subinventories

9. (N) Change Organization.

10. Select M2 Boston Manufacturing.



13. Enter Raw in the Find Field.

14. Click OK.

15. Note that subinventory Raw is not available in M2.


97

7.7Solution – Mobile Transactions

Interorganization Transfers Using the Mobile Interface

Responsibility = Materials & Mfg

1. Start the Telnet session. Windows Start menu > Run Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where

xxxx is the instance number.

2. Select Default from the Device List.

3. Enter your user name and password. Note that “Materials & Mfg” responsibility must be assigned to your user name.

98

4. If more than one responsibility had been assigned to your user name, then select Materials & Mfg from the list.

5. Select Inventory from the Materials & Mfg Menu.

99

6. Select Transfers from the Inventory Menu.

7. Select Org Transfer from the Transfers Menu.

100

8. Enter your item to transfer using the following information: (The mobile device is case sensitive)

Org Code: M1 To Org: M2 Trx Type: Intransit Shipment Shipment Number: ## Item: Your Choice From Sub: ##FGI Quantity: 1 To Sub: Stores

101

9. Select Done.

Note: Use the down arrow to advance to Done.

10. Select Logout.

102

8.1. Solution – Using the Material Workbench

Use the Material Workbench to view all On-hand Quantity in a Subinventory


1. Navigate to the Material workbench

• (N) On-hand, Availability, On-hand Quantity



− Subinventory: ##FGI

− On-hand: Selected

− View by: Location

103

4. Click Organizations

5. Click M1

6. Click Onhand

104

7. Select Item ##-03 in the right pane.

8. (B) Availability

105

9. What is the total quantity? _______________________________________

10. What is the available to reserve quantity? ____________________________

11. What is the available to transact quantity? ___________________________


106

8.2. Guided Demonstration - Creating an ATP Rule


1. Navigate to the ATP Rules window.

(N) Setup > Rules > Available to Promise


Name: ATP_Backward

Description: ATP Backward

consumption

Backward Selected

Past Due Days Demand: 10

Infinite Supply: User-defined time fence

Aggregate Order Promising Time Fence: User Defined

3. Select the following Demand Sources:

Sales Orders

Internal Orders

Discrete WIP

Repetitive WIP

4. Select the following Supply Sources:

Discrete WIP

Repetitive WIP

Internal Reqs

Supplier Reqa

Purchase Orders

On-hand Available

Interorg Transfers

5. (M) File > Save


107

8.3. Solution – Creating Reservations

Create a Reservation

Responsibility = Inventory, Vision Operations

1. Navigate to the Item Reservations window.

• (N) On-hand, Availability > Reservations

2. (B) New

3. Enter the following Demand information:


− Item: ##-Item02

− Type: Inventory

− Name: Team ## Reservation

− Need by date: Today’s date

− UOM: Ea

− Quantity: 10

4. (T) Supply

5. Enter the following Supply information:

− Type: Inventory

108

− Name: Team ## Reservation

6. (M) File > Save


109

9. Solution – Setting up Material Status Control

Verify Transaction Type

Responsibility = Inventory, Vision Operations

1. Navigate to the Transaction Types window.

• (N) Setup > Transactions > Types

2. (T) System

3. Verify Status Control is selected for the Subinventory Transfer transaction

type.


Define a Material Status

5. Navigate to the Material Status window.

• (N) Setup > Transactions > Material Status


− Name: Team ## Material Status

− Description: Team ## disallow subinventory transfers

− Usage: Subinventory

110

7. Select transfer material between subinventories from the Allowed Transactions

list.

8. (B) > (A)

(M) File > Save


Assign a Material Status

Navigate to the Subinventories Summary window.

• (N) Setup > Organizations > Subinventories

9. Select your ##LV Subinventory.

111

10. (B) Open

11. Select your material status from the Status list of value.

12. (B) Ok

112

13. (M) File > Save



Perform a Transaction with Your Material Status

16. Navigate to the Miscellaneous Transactions window.

(N) Transactions > Miscellaneous Transaction


− Type: Miscellaneous Receipt

− Account: 01-580-7740-0000-000

113



− Item: ##-Item01

− Subinventory: ##LV

− Quantity: 15

114

20. (M) File > Save



23. Navigate to the Subinventory Transfers window.

• (N) Transactions > Subinventory Transfer


− Type: Subinventory Transfer



− Item: ##-Item01


115

Can you perform subinventory transfer? No, ##LV is missing from the list of

subinventories.

Why is ##LV missing from the list of Subinventories? ____________________

27. (B) Cancel

28. (M) Edit > Clear > Record



116

10.1. Guided Demonstration - Creating a Manual Forecast


Creating a Forecast Set

1. (N) Planning > Forecasts > Sets

2. Enter the following the information to create a forecast set:

Forecast Set: FG Set

Description: Finished Goods forecast set

Bucket Type: Weeks

Level: Item

Forecast: FGI

Description: Finished Goods forecast

3. (M) File > Save.


Setting Up Forecast Entries

5. (N) Planning > Forecasts > Entries

6. (M) View > Find

7. Select the FG Set forecast set.

8. Enter the following forecast entry information

Item: AS54888

Bucket: Weeks

Date: Today’s Date

End Date: 1 week in advance.

Current: 1000

Item: AS18947

Date: 1 week in advance

End Date: 2 weeks in advance

Current: 2000

Item: AS18947

Date: 2 weeks in advance

117

End Date: 3 weeks in advance.

Current: 3000

9. (M) File > Save.


Viewing Forecast Quantities

11. (N) Planning > Forecasts > View Entries


13. Select the FG Set Forecast set.

14. Choose Bucketed



118

10.2. Guided Demonstration - Setting up Reorder Point Planning


Setting up Reorder Point Planning for an Item

1. Navigate to the Organization Items window.

(N) Items > Organization Items.

2. Enter item AS18947 in the Item field.

3. (B) Find.

4. (T) General Planning.

5. Change the Inventory Planning Method to Reorder Point.

6. Change the Minimum Order Quantity to 35.

7. Change the Order Cost to 45.

8. Change the Carrying Cost % to 12.

9. (T) Lead Times.

10. Change the Processing lead time to 5.



Running the Reorder Point Planning Report

13. Navigate to the Reorder Point Planning window.

(N) > Planning > Reorder Point Planning.

14. Select Items under reorder point as the Item Selection.

15. Enter Demand and Supply cut off dates.

16. Select FG Set from the list of values.

17. Submit your request.

Viewing the Reorder Point Planning Report

18. (N) Requests.

119

10.3. Solution – Performing Min-max Planning

Enable Min-Max Planning for Item


1. Navigate to the Organization Items window and find your ##-Item03 item.

(N) Items > Organization Items

2. Find your ##-Item03 item.

3. (T) General Planning

Inventory planning Method: Min-Max

4. (M) File > Save

5. (M) Tools > Item Subinventories

6. Enter the minimum and maximum quantities for the item/subinventory

combination as follows:

Name: ##FGI

Minimum Quantity: 300

Maximum Quantity: 900

120


(M) File > Save


Request a Min-Max Planning Report

8. Navigate to the Min-Max Planning window.

(N) Planning > Min-Max Planning

9. Enter the following information in the Parameters window:

Planning Level: Subinventory

Subinventory: ##-FGI

Demand Cuttoff Date: 1 month from today

Supply Cuttoff Date 1 month from today

121

10. (B) OK.

11. (B) Submit.

12. (B) No.

122

View the Min-Max Planning Report

13. (N) Requests

14. Select My Completed Requests

123

15. Select Find.

16. Select your request.

124

17. (B) View Output.

18. (M) File > Close.


125

10.4. Solution - Performing a Replenishment Count Using Forms

Define Item-Subinventory Relationship and Sourcing Information


1. Verify the on-hand quantity of ##-Item02 in your ##FGI subinventory.

(N) On-hand, Availability > On-hand Quantity

o Subinventory: ##FGI

o Item / Revision: ##-Item02

2. (B) Find

126

• (M) File > Close Form

3. Navigate to the Subinventories window.

• (N) Setup > Organizations > Subinventories

4. Select the ##LV subinventory from the list.

127

5. (B) Item/Subinventory

6. Define the item-subinventory relationship using the following information:

• (T) Planning

− Item: ##-Item02

− Min-Max Planning: Yes

− Min Qty: 10

− Max Qty: 50

• (T) Sourcing

− Type: Subinventory


128

7. (M) File > Save

Enter Replenishment Count Header Information

8. Navigate to the Replenishment Count Headers window.

• (N) Counting > Replenishment Counts > Counts

9. (B) New

10. Create a new replenishment count header using the following information:

− Name: ##RC1


− Count Using Mobile: No

129

Enter Replenishment Count Using Forms

11. (B) Default Items


− Count Type: Onhand Quantity

− Quantity: 5

13. (M) File > Save

Process the Count Information Using Forms

14. Return to the Replenishment Count Headers window.

15. (B) Process and Report

130

16. (B) Ok

17. View the details of the Replenishment Count Report by querying for the

request number in the Requests window.

Note: Because ##-Item02 is sourced from another subinventory, Oracle Inventory

automatically creates a move order after you process the count. To complete this

transaction you must transact this move order using the Transact Move Orders

window.

18. What is the reorder quantity for ##RC1? The reorder quantity is 45 (maximum

quantity – on-hand quantity).

131

10.5. Solution - Performing a Replenishment Count Using the Mobile Application

Enter Replenishment Count Header Information


1. Navigate to the Replenishment Count Headers window.

• (N) Counting > Replenishment Counts > Counts

2. (B) New

3. Create a new replenishment count header using the following information:

− Name: ##RC2

− Subinventory: ##-LV

− Count Using Mobile: Yes

Enter Replenishment Count Lines

4. (B) Default Items.


− Count Type: Order Quantity

132

6. (M) File > Save


Enter Replenishment Count Using the Mobile Application


8. Start the Telnet session.

− Windows Start menu > Run

− Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where xxxx

is the instance number.

9. Select <Default> from the Device List.

133

10. Enter your user name and password. Note that Materials & Mfg responsibility

must be assigned to your user name.

11. Select <Materials & Mfg>

134

12. Select <Inventory> from the Materials & Mfg Menu.

13. Select <Counting> from the Inventory menu.

135

14. Select <Repl Count> from the Counting menu.

15. Enter the following information when prompted.

Note: The mobile application screen is case sensitive.

− Organization Code: M1

− Subinventory: ##-LV

− Replenishment Count Name: ##RC2

136

16. Select <Count> to enter the order quantity.

17. Enter ##-Item02 in the Item field.

18. Enter 30 in the Order Qty field.

19. Select <Save/Next>

137

20. Press Ctrl+B to view the Message Page.

Process the Count Information Using the Mobile Application

21. Select <Process and Report>

22. Press Ctrl+B to view the Message Page. The request number is displayed.

You can view the details of the Replenishment Count Report by querying for the

request number in the Requests window.

138

23. Select Logout to exit the mobile application.

24. Can you enter the count in the Replenishment Count Lines window for

##RC2? Why? No, you cannot enter the count in the Replenishment Count Lines

for ##RC2. This is because you would have selected the Count Using Mobile

check box in the Replenishment Count Headers window, you can enter the count

only using the mobile application.

139

10.6. Solution – Performing Kanban Replenishment

Setting up a Kanban Pull Sequence


1. Navigate to the Pull Sequences window.

(N) Kanban > Pull Sequences > (B) New.

2. Use the following information to define a new pull sequence:

o Item: ##-Item03


o Source Type: Supplier

o Supplier: Advanced Network Devices

o Supplier Site: Santa Clara

(T) Kanban

o Calculate: Number of Cards

o Size: 10

o Number of Cards: 10

o Minimum Order Quantity: 20

140

3. (M) File > Save

Generate Kanban Cards

4. (B) Generate Cards

5. Yes to print Kanban cards.

6. Verify your Kanban cards printed.

(M) View > Requests

Select All My Requests

(B) Find

141


Replenish Kanban Cards

7. Navigate to the Kanban Cards Summary window.

(B) Cards or (N) Kanban > Kanban Cards.

8. Replenish Kanban cards.

Select the first Kanban card in the list.

(B) Replenish.

Verify the supply status changed to Wait.

Select the second Kanban card in the list.

(B) Replenish.

Verify the supply status is Empty.

142

9. (N) File > Save.

10. (N) File > Close Form.

11.1. Solution – Compiling an ABC Analysis

143

Compile an ABC Analysis


1. Navigate to the ABC Compile window.

• (N) ABC Codes > ABC Compiles

• (M) File > New

2. Compile an ABC Analysis using the following information:

− Name: ##FGI-ABC

− Description: ABC Compile for Team ##FGI

− Content and Valuation Scope: Subinventory


− Criterion: Current on hand quantity

− Cost Type: Frozen

• (B) Compile

• (B) OK

• Note your report request number. ___________________

• (B) Yes

144

• (B) OK

• Note your request number. _________________


Define ABC Classes

4. Navigate to the ABC Classes window.

• (N) ABC Codes > ABC Classes

• (M) File > New

5. Define three ABC Classes using the following naming conventions:

− Name: ##Class A

− Description: A items

− Name: ##Class B

− Description: B items

− Name: ##Class C

− Description: C items


(M) File > Save.

(M) File > Close Form.

Define an ABC Group

145

7. Navigate to the ABC Assignment Groups window.

(N) ABC Codes > ABC Assignment Groups.

(M) File > New

8. Define an ABC group using the following information:

Group Name: ##ABC Group

Compile Name: ##FGI-ABC

Note: Make sure that ##ABC Group (the group that you created) is selected.

(B) Group Classes

Define an ABC Sequence

9. Define an ABC Sequence using the classes you created earlier.

Class Name

##Class A

##Class B

##Class C

146

10. Save your work.

(M) File > Save

Assign Item Valuation

11. (B) Assign Items.

12. Enter the following percentages in the % Items field:

##Class A: 50

##Class B: 80

##Class C: (system calculates)

147

13. (B) Assign

14. (B) OK

Update ABC Codes

15. Review and update the ABC codes assigned to items in the ##FGI sub

inventory.

Select ##ABC Group in the ABC Assignment Groups window.

(B) Update Items

1 6 16.67%2 33.33%3 50.00%4 66.67%5 83.33%6 100.00%

148

Change one item from ##Class C to ##Class A.

Change one item from ##Class B to ##Class C.

(M) File > Save


149

11.2. Solution – Performing a Cycle Count

Define a Cycle Count Header


1. Navigate to the Cycle Counts Window.

(N) Counting > Cycle Counting > Cycle Counts

2. (B) New

3. Enter a new cycle count header using the following information:

(T) Scope and Control

o Name: ##Cycle Count

o Description Team ##Cycle Count

o Calendar: Vision01

o Adjustment Account: Miscellaneous

o Late Days: 1

o Starting Sequence: ##

o Unscheduled entries Yes

o Display System qty: Yes

o Count Subinventories: Specific


150

(T) Serial and Schedule

o Count: Not Allowed

o Auto Schedule: Yes

o Frequency: By Period

151

(T) Adjustments and ABC

o Approval Required: If out of Tolerance

o QTY 3%

o Adjust Value: 50

o Hit/Miss: 10%

o Group: ##ABC Group

o Option: (Re)initialize

152

(B) Classes

o ##Class A: 150 counts per year

o ##Class B: 100 counts per year

o ##Class C: 50 counts per year

153

4. (M) File > Save

5. (B) OK

Perform a Cycle Count

6. (M) Tools > Perform Full Cycle Count

154

7. Enter the following parameters. After entering each power click OK.

Generate automatic schedule (Parameters field): ##Cycle Count

Generate cycle count requests (Parameters field): ##Cycle Count

Cycle Count Listing (Parameters field): ##Cycle Count

155

8. (B) Submit

9. (B) OK

10. (M) File >Close >Form

11. (M) File >Close Form

Note: Do not proceed until after your concurrent request completes.

Enter Cycle Count Entries

12. Navigate to the Cycle Count Entries window.

156

(N) Counting > Cycle Counting > Cycle Count Entries

13. Enter ##Cycle Count in the Cycle Count name field, or select your cycle

count from the list of values.

14. (B) Find

15. (B) Yes

16. (T) Adjustments

17. Enter Count Quantities for your items. Enter a few quantities that are out of

tolerance, a few quantities within tolerance, and at least one that matches the

system quantity.

157


(M) File > Save


Approve, Reject or Recount Cycle Count

19. Navigate to the cycle count approvals window.

(N) Counting > Cycle Counting > Approve Counts

20. Select your cycle count from the LOVs in the Cycle Count field.

21. (B) Find

22. (B) No

158

23. Why are some of the items already approved? They fall within set approval

limits.

24. Approve, reject or recount your items.


(M) File > Save

(B) OK


See adjustment in material transactuion summary window

Or On hand availability weindow if you know the earlier on hand quatiioties

159

11.3. Solution – Mobile Counting

Entering Item Quantities Using the Mobile


1. Start the Telnet session.

Windows Start menu > Run

Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where xxxx is

the instance number.

2. Select Default from the Device List.

160

3. Enter your user name and password. Note that “Materials & Mfg” responsibility

must be assigned to your user name.

4. If more than one responsibility had been assigned to your user name, select

Materials & Mfg from the list.

5. Select Inventory from the Materials & Mfg Menu.

161

6. Select Counting from the Inventory Menu.

7. Select Cycle Count from the Counting Menu.

162

9. Enter the following information when prompted.

Note: The mobile application screen is case sensitive.

Org Code: M1

Cycle Count Name: ##Cycle Count

Sub: ##FGI

Item: Enter an item in your ##FGI subinventory

Qty: Enter a quantity

163

10. Select Done to apply your cycle count.

11. Select Logout to exit the Mobile.

164

Oracle Inventory Labs

Documents

Transcript of Oracle Inventory Labs