Oracle Inventory Copy Inventory Organization Implementation Guide
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Transcript of Oracle Inventory
世新大學 ERPERP 實驗室
Oracle Inventory
講師:莫明鳳
世新大學 ERPERP 實驗室
Outline
• Inventory Overview– Inventory introduction– Inventory components– Inventory Control
• Oracle Inventory Flow Process– Inventory Enterprise Structure– Item– Inventory Control– Miscellaneous Transaction – Accuracy control– Planning
世新大學 ERPERP 實驗室
Inventory Overview
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components• Inventory control
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components• Inventory control
世新大學 ERPERP 實驗室
Inventory Introduction
• 主要任務– 適時掌握正確的存貨狀況
• 效益– 提高帳務處理的作業效率與正確性– 掌握正確即時的庫存資訊– 掌握存貨異動狀況及料件呆滯情形– 提高盤點作業的效率
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components
– Item– subinventory
• Inventory control
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components
– Item– subinventory
• Inventory control
世新大學 ERPERP 實驗室
Inventory Components - Item
• Type• Number schema • Engineering aspect • Inventory aspect • Purchasing aspect
世新大學 ERPERP 實驗室
Inventory Components - Item
• Type– Raw material – WIP (work in process) – Semi-finished goods – Finished goods (end item) – MRO (Maintenance , Repair and Operation Suppli
es)
• Number schema • Engineering aspect • Inventory aspect • Purchasing aspect
世新大學 ERPERP 實驗室
Inventory Components - Item
• Type• Number schema
– Part number or Item number– 原則:簡單性、單一性、易記性、組織性、充足性
• Engineering aspect • Inventory aspect • Purchasing aspect
世新大學 ERPERP 實驗室
Inventory Components - Item
• Type• Number schema • Engineering aspect
– Revision– EC– Drawing
• Inventory aspect • Purchasing aspect
世新大學 ERPERP 實驗室
Inventory Components - Item
• Type• Number schema • Engineering aspect • Inventory aspect
– Locator – Safety stock – On-hand quantity – Transaction summary
• Purchasing aspect
世新大學 ERPERP 實驗室
Inventory Components - Item
• Type• Number schema • Engineering aspect • Inventory aspect • Purchasing aspect
– Lead-time – Order Policy : Reorder point、 EOQ– Supplier
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components
– Item– Subinventory
• Inventory control
世新大學 ERPERP 實驗室
Inventory Components - Subinventory
• Types– 按料件分
• 原物料倉• 半成品倉• 成品倉
– 按稅制分• 保稅倉• 非保稅倉
– 其他• 報廢倉、客供品倉等
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components• Inventory control
– ABC analysis– Reorder point– Economic Order Qty ,EOQ– Physical inventory
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components• Inventory control
– ABC analysis– Reorder point– Economic Order Qty ,EOQ– Physical inventory
世新大學 ERPERP 實驗室
ABC Analysis
• A 類– 約有 10~30% 的存貨項目,價值約佔全部庫存價值的 70~80%
• C 類– 約有 40~50% 的存貨項目,價值約佔全部庫存價值的 5~15%
• B 類– 剩餘的存貨
世新大學 ERPERP 實驗室
ABC Analysis
• A 類處理原則– 嚴密管制– 根據歷史資料及預測訂購– 縮短前置時間、嚴密控制交期– 增加循環盤點次數、提高庫存精確度– 放置於容易入出庫位置
• C 類處理原則– 可採較不嚴密管制– 定量訂購方式– 定期盤點
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components• Inventory control
– ABC analysis– Reorder point– Economic Order Qty ,EOQ– Physical inventory
世新大學 ERPERP 實驗室
Reorder Point
Quantity
Time
Reorder Point
Safety Stock
Reorder Quantity再訂購數量
Lead TimeLead Time前置時間前置時間
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components• Inventory control
– ABC analysis– Reorder point– Economic Order Qty ,EOQ– Physical inventory
世新大學 ERPERP 實驗室
EOQ
世新大學 ERPERP 實驗室
Inventory Overview
• Inventory introduction• Inventory components• Inventory control
– ABC analysis– Reorder point– Economic Order Qty ,EOQ– Physical inventory
世新大學 ERPERP 實驗室
Physical Inventory
制定盤點時程計畫制定盤點時程計畫
凍結庫存凍結庫存
列印盤點卡、盤點清冊列印盤點卡、盤點清冊
實際盤點實際盤點
輸入實際盤點數量輸入實際盤點數量
盤點差異列印盤點差異列印
盤差盈虧調整盤差盈虧調整
庫存凍結解除庫存凍結解除
盤點差異對策分析盤點差異對策分析
世新大學 ERPERP 實驗室
Oracle Inventory Flow Process
講師:莫明鳳
世新大學 ERPERP 實驗室
Oracle ERP Overview
總帳系統
GL
客戶訂單SO
主生產排程MPS
粗略產能規劃RCCP
物料需求計劃MRP
請購作業PR
採購作業PO
收料作業Receiving
生產指示DiscreteRepetitiveFlowProjectProcess
生產發料Issue
生產控制製程移轉
SFC
生產入庫Transfer
出貨作業PickingShipping
細部產能規劃CRP
應付帳款立帳
Invoice付款作業Payment
票據管理成本管理Costing
主需求排程MDS
固定資產管理Assets
供應鍊管理最佳化排程
APS
銷售預測FCST
統一發票管理
收款作業Receipts
應收帳款立帳
Invoice
庫存Inventory
世新大學 ERPERP 實驗室
庫存Inventory
Oracle ERP Overview
總帳系統
GL
客戶訂單SO
主生產排程MPS
粗略產能規劃RCCP
物料需求計劃MRP
請購作業PR
採購作業PO
收料作業Receiving
生產指示DiscreteRepetitiveFlowProjectProcess
生產發料Issue
生產控制製程移轉
SFC
生產入庫Transfer
出貨作業PickingShipping
細部產能規劃CRP
應付帳款立帳
Invoice付款作業Payment
票據管理成本管理Costing
主需求排程MDS
固定資產管理Assets
供應鍊管理最佳化排程
APS
銷售預測FCST
統一發票管理
收款作業Receipts
應收帳款立帳
Invoice
世新大學 ERPERP 實驗室
Inventory Flow Process
Enterprise StructureEnterprise Structure
ItemsItems
Inventory ControlsInventory Controls
TransactionTransaction
ABC AnalysisABC Analysis
Cycle Cycle CountingCounting
Physical Physical InventoryInventory
Inventory Inventory PlanningPlanning
世新大學 ERPERP 實驗室
Oracle Inventory Flow Process
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow Process
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Inventory Enterprise Structure
Organization AOrganization A Organization BOrganization B
Set of Books 2Set of Books 2
Location BLocation B
Location ALocation A
Set of Books 1Set of Books 1
SubinventorySubinventory SubinventorySubinventory SubinventorySubinventory SubinventorySubinventory
LocatorLocator LocatorLocator LocatorLocator LocatorLocator LocatorLocator
世新大學 ERPERP 實驗室
世新大學 ERPERP 實驗室
Inventory Organization Hierarchy
• Each oracle inventory organization must have an item master organization.
Item Master Item Master OrganizationOrganization
V1-Vision OperationV1-Vision Operation
OrganizationOrganizationM1-Seattle MFGM1-Seattle MFG
OrganizationOrganizationE1-Vision GermanyE1-Vision Germany
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item
– Unit of Measure , UOM– Item status– Define Item
• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item
– Unit of Measure , UOM– Item status– Define Item
• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Unit of Measure
Define UOM classesDefine UOM classesDefine multiple nonbaseDefine multiple nonbase
UOMs for each classUOMs for each class
Define IntraclassDefine IntraclassConversionsConversions
Define interclassDefine interclassConversionsConversions
Define one base UOMDefine one base UOMFor each UOM classFor each UOM class
Define UOM ConversionDefine UOM Conversion
Define standardDefine standardConversionsConversions
世新大學 ERPERP 實驗室
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item
– Unit of Measure , UOM– Item status– Define Item
• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Item Status
• By giving an item status you can control key functionality of an item.
BOM Allowed = YesBOM Allowed = Yes
Build in WIP = YesBuild in WIP = Yes
Customer OrdersCustomer OrdersEnabled = YesEnabled = Yes
Internal OrdersInternal OrdersEnabled = YesEnabled = Yes
Invoice Enabled =Invoice Enabled = YesYes
Transactable = YesTransactable = Yes
Purchasable = YesPurchasable = Yes
Stockable = YesStockable = Yes
ActiveActive
Item Item StatusStatus
Status Status AttributesAttributes
世新大學 ERPERP 實驗室
Item Status Control
• Control Level of status attributes– Master-level control
• Identical value– Organization-level control
• Different value
• Status Setting Level– Sets Value : nonupdatable– Defaults Value : updatable– Not Used : no value
Master Master OrganizationOrganization
OrganizationOrganization OrganizationOrganization
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item
– Unit of Measure , UOM– Item status– Define Item
• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Define Item
DefineDefineUOMsUOMs
DefineDefineStatusStatus
ControlControlLevelsLevels
DefineDefineStatusesStatuses
DefineDefineCategoriesCategories
DefineDefineCategoryCategory
SetsSets
DefineDefineDefaultDefault
CategoryCategorySetsSets
CreateCreateTemplatesTemplates
DefineDefineCatalogsCatalogs
Choose Item Attribute Control LevelsChoose Item Attribute Control Levels
11
世新大學 ERPERP 實驗室
Define Item
Copy templatesCopy templates
Copy ItemsCopy Items
Enter attribute valuesEnter attribute values
Enable in child organizationsEnable in child organizations
Update organization level attributesUpdate organization level attributes
Define Item costsDefine Item costs
11
世新大學 ERPERP 實驗室
Practice (1)~(2)
• Define your own items– Two for Finished Goods– Two for Raw Materials
• Responsibility– Inventory , Vision Operations (USA)
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control
– Locator control– Revision control– Lot control– Serial number control
• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control
– Locator control– Revision control– Lot control– Serial number control
• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Locator Control
• Track items by rack and bin locators.• Assign default shipping locators for items.• Assign default receiving locators for items.• Restrict items to particular locators.• Use locators in a material transaction
世新大學 ERPERP 實驗室
Locator Control
SubinventorySubinventory SubinventorySubinventory
LocatorLocator
OrganizationOrganization
Item with locator control iItem with locator control in this subinventoryn this subinventory
Item without locator controItem without locator control in this subinventoryl in this subinventory
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control
– Locator control– Revision control– Lot control– Serial number control
• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Revision Control
• Track items by revision information.• Enter a miscellaneous receipt with revision
control.• Enter a engineering change order with
revision number.
Revision ARevision A Revision BRevision B
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control
– Locator control– Revision control– Lot control– Serial number control
• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Lot Control
• Track specific batches of items.• Regulate the use of perishable items.• Enable lot and shelf life control of items.
Lot Lot #032698#032698
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control
– Locator control– Revision control– Lot control– Serial number control
• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Serial Number Control
• Track individual units of items that you store and transact in your organization.
• Track items that you want to maintain very tight control.
SN SN #0101549#0101549
世新大學 ERPERP 實驗室
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction
– Overview– Customize Transactions– Miscellaneous Transactions
• Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction
– Overview– Customize Transactions– Miscellaneous Transactions
• Accuracy control• Planning
世新大學 ERPERP 實驗室
Overview
Material FlowMaterial Flow
Receive GoodsReceive Goods
Move GoodsMove Goods
Ship GoodsShip Goods
Business FlowBusiness Flow
WIPWIP
MRPMRP
InventoryInventory
PurchasingPurchasing
Order Order ManagementManagement
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction
– Overview– Customize Transactions– Miscellaneous Transactions
• Accuracy control• Planning
世新大學 ERPERP 實驗室
Customize Transactions
• A transaction source type and transaction action make up a transaction type.
Transaction Source Transaction Source TypeType
Transaction ActionTransaction Action
Transaction TypeTransaction Type
世新大學 ERPERP 實驗室
Transaction Source Type
世新大學 ERPERP 實驗室
Transaction Action
• Issue from stores (-)• Receipt into stores (+)• Subinventory transfer (-+)• Direct organization transfer (-+)• Intransit shipment (-)
世新大學 ERPERP 實驗室
Transaction Type
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction
– Overview– Customize Transactions– Miscellaneous Transactions
• Accuracy control• Planning
世新大學 ERPERP 實驗室
Miscellaneous Transactions Term
OrganizatioOrganizationn
Miscellaneous Receipt Miscellaneous Issue
OrganizatiOrganizationon
Subinventory TrSubinventory Transferansfer
SubinventorSubinventoryy
SubinventorSubinventoryyLocatorLocator
LocatorLocator
LocatorLocator
LocatorLocator
Direct Inter-organization Transfer
Inter-organization Transfer by Way of Intransit
世新大學 ERPERP 實驗室
Practice (3)~(6)
• Revision Control– INV##-02 needs revision control in M1
• Miscellaneous transaction – Account Receipt of INV##-01 & INV##-02 – Subinventory Transfer of INV##-02
– Query on-hand Qty – INV##-01 & INV##-02
• Responsibility– Inventory , Vision Operations (USA)
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control
– Physical inventory – ABC analysis– Cycle counting
• Planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control
– Physical inventory – ABC analysis– Cycle counting
• Planning
世新大學 ERPERP 實驗室
Physical Inventory Flow
制定盤點時程計畫制定盤點時程計畫
凍結庫存凍結庫存
列印盤點清冊、盤點卡列印盤點清冊、盤點卡
實際盤點實際盤點
輸入實際盤點數量輸入實際盤點數量
盤點差異列印盤點差異列印
盤差盈虧調整盤差盈虧調整
庫存凍結解除庫存凍結解除
盤點差異對策分析盤點差異對策分析
世新大學 ERPERP 實驗室
Physical Inventory Flow
實際盤點實際盤點
初盤初盤itemitem 負責人員負責人員
複盤複盤交叉盤點交叉盤點
抽盤抽盤會計師會計師
世新大學 ERPERP 實驗室
Oracle Physical Inventory
Define physical inventoryDefine physical inventory
Snapshot of on-hand quantitiesSnapshot of on-hand quantities
Generate tagsGenerate tags
Count ItemsCount Items
Enter countsEnter counts
Approve countsApprove counts
Run adjustment programRun adjustment program
世新大學 ERPERP 實驗室
Define physical inventoryDefine physical inventory
Snapshot of on-hand quantitiesSnapshot of on-hand quantities
Generate tagsGenerate tags
Count ItemsCount Items
Enter countsEnter counts
Approve countsApprove counts
Run adjustment programRun adjustment program
Physical Inv. v.s Oracle Physical Inv.制定盤點時程計畫制定盤點時程計畫
凍結庫存凍結庫存
列印盤點清冊、盤點卡列印盤點清冊、盤點卡
實際盤點實際盤點
輸入實際盤點數量輸入實際盤點數量
盤點差異列印盤點差異列印
盤差盈虧調整盤差盈虧調整
庫存凍結解除庫存凍結解除
盤點差異對策分析盤點差異對策分析
世新大學 ERPERP 實驗室
Define Physical Inventory & Snapshot
世新大學 ERPERP 實驗室
Generate Tags
世新大學 ERPERP 實驗室
Enter Counts
世新大學 ERPERP 實驗室
Approve Counts
世新大學 ERPERP 實驗室
Run Adjustment Program
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control
– Physical inventory – ABC analysis– Cycle counting
• Planning
世新大學 ERPERP 實驗室
ABC Analysis
Define ABC compilationDefine ABC compilation Define ABC classesDefine ABC classes
Define ABC groupDefine ABC group
Assign Items to ABC classesAssign Items to ABC classes
Update class assignmentsUpdate class assignments
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control
– Physical inventory – ABC analysis– Cycle counting
• Planning
世新大學 ERPERP 實驗室
Cycle Count
High-Value Item to CountHigh-Value Item to Count
Low-Value Item to CountLow-Value Item to Count
High-Value Item to CountHigh-Value Item to Count
Low-Value Item to CountLow-Value Item to Count
High-Value Item to CountHigh-Value Item to Count
Low-Value Item to CountLow-Value Item to Count
Day 1 of Cycle CountDay 1 of Cycle Count
Day 2 of Cycle CountDay 2 of Cycle Count
Day 3 of Cycle CountDay 3 of Cycle Count
ComputerComputer
PrinterPrinter
ComputerComputer
MouseMouse
ComputerComputer
PrinterPrinter
世新大學 ERPERP 實驗室
Cycle Count Steps
Define cycle count header.Define cycle count header.
Update cycle-count items.Update cycle-count items.
Schedule items to count.Schedule items to count.
Generate count requests.Generate count requests.
Enter cycle counts.Enter cycle counts.
Approve cycle counts.Approve cycle counts.
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
– Reorder point、 EOQ– Min-max planning
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
– Reorder point 、 EOQ– Min-max planning
世新大學 ERPERP 實驗室
Reorder Point – Order time
Quantity
Time
Reorder Point
Safety Stock
Lead TimeLead Time
Reorder Quantity
世新大學 ERPERP 實驗室
EOQ – Order Qty
世新大學 ERPERP 實驗室
Reorder Point Steps
Enter item-planning attributes.Enter item-planning attributes.
Forecast item demand.Forecast item demand.
Define safety stocks.Define safety stocks.
Run reorder-point report.Run reorder-point report.
世新大學 ERPERP 實驗室
Oracle Inventory Flow
• Inventory Enterprise Structure• Item• Inventory Control• Miscellaneous Transaction • Accuracy control• Planning
– Reorder point 、 EOQ– Min-max planning
世新大學 ERPERP 實驗室
Min-max Planning
Enter item-planning attributes.Enter item-planning attributes.
Define subinventory-level info. (optional)Define subinventory-level info. (optional)
Run min-max report.Run min-max report.
世新大學 ERPERP 實驗室
Practice (7)
• Min-max planning– Use min-max planning for your raw material
items INV##-03 , INV##-04
• Responsibility– Inventory , Vision Operations (USA)