SCM - Oracle Inventory Cloud - Running Min-Max Planning at the Organization Level

 You set up and execute min max planning at the Organization level. You define the min max parameters for the item and run the min max planning report for the item in an organization.

After an item is configured, you run the min-max planning process for the newly defined item. The report runs and a requisition is generated to replenish the inventory level up to the maximum quantity defined for the item.

Inventory Control personnel periodically run the min-max planning process to generate the min-max planning report and to generate requisitions to buy, transfer or manufacture parts to replenish the warehouse. The report can be run for all min-max planned items in an organization or for individual items, categories of items or items controlled by individual planners or buyers.

In this scenario, you run the min-max process for an individual item.

Define New Item to use in Min-Max Planning

1. From the Navigator, under Product Management, click Product Information Management.

2. Click the Tasks panel tab and then, select the Create Item task.

3. In the Create Item dialog box, in the Organization field, enter: 000.

4. Leave the Create New option selected.

5. In the Item Class list, select Root Item Class.

6. In the Available List column, select Purchased Item.

7. Click the icon to move it to the Selected List column. Notice that the Selected List column now has Finished Goods and Purchased Items.

Note: Finished Goods may appear as FG – Design Items.

8. Click the OK button to close the Create Item dialog box. The Create Item page appears.

9. In the Item field, enter: ASXX100. 

10. In the Description field, enter: Item XX for min-max. 

11. Click the Save button.

12. Note the item number here: ASXX100. This item will be used later in this demo.

13. Click the Specifications tab.

14. Under Item Organization, click the Planning link.

15. In the General Planning region, in the Inventory Planning Method list, select Min-max planning.

16. In the Min-Max Quantity region, in the Minimum field, enter: 1 and in the Maximum field, enter: 15

17. In the Source section, in the Replenishment Type list, select Organization.

18. Click the Associations tab.

19. Click the Select and Add icon.

20. Search for Organization 001 and then, click the Apply button.

21. Search for Organization 002 and then, click the Apply button.

22. Click the Done button to close the Select and Add: Organization dialog box.

23. Click the Save and Close button at the top of the page.

24. Click the Tasks panel tab and then, select the Manage Items task.

25. In the Advanced Search region, in the Item field, enter: ASXX100.

26. Click the Search button.

27. Click the item link for the record with Organization 001.

28. Click the Specifications tab.

29. Under Item Organization, click the Planning link.

30. In the Source region, in the Organization list, select Atlanta 002.

31. Click the Save and Close button at the top of the page.

Run the Min-Max Scheduled Process

32. From the Navigator, under Tools, select Scheduled Processes.

33. Click the Schedule New Process button. The Schedule New Process dialog box appears.

34. In the Name field, enter Print Min-Max and tab out of the field. Notice that Print Min-Max Planning Report scheduled process appears. Click OK to close the dialog box.

35. Click OK to close the Schedule New Process dialog box.

36. In the Process Detail dialog box, in the Basic Options region, select or enter values as follows:

Organization: 001

Sort By: Inventory item

From Item: ASXX100

To Item: ASXX100

Planning Level: Organization

Item Selection: All min-max planned items

Lot Control: Include both lot and not lot controlled items.

Demand Cutoff Date: Current Date

Demand Cutoff Date Offset: 0

Supply Cutoff Date: Current Date

Supply Cutoff Date Offset: 0

Restock: Yes

37. Additionally, perform the following steps:

a. On the top-right of the Process Details dialog box, click the Advanced button.

b. Click the Output tab.

c. Click the Add Output Document icon.

d. In the Format list, select PDF.

e. Click the Submit button.

38. Record the Scheduled Process identifier 8717075 .

39. Click the OK button to close the confirmation message.

View the Min-Max Report

40. Click the Refresh icon. Wait until the status is succeeded.

41. Select the line with the Print Min-Max Planning report process that was just executed.

42. Scroll down to the Output section and click the file name link.

43. Review the Minimum Quantity, Maximum Quantity, and Reorder Quantity in the report.

44. Click the Schedule New Process button. The Schedule New Process dialog box appears.

45. In the Name field, enter Process Supply and tab out of the field.

46. The Process Supply Chain Orchestration Interface scheduled process appears. Click OK.

47. In the Process Details dialog box, in the Supply Request System list, select Oracle Fusion Inventory Management.

48. Click Submit and note down the Scheduled Process identifier 8717087 .

49. Click OK to close the confirmation message.

50. Click the Refresh icon. Wait until the status is Succeeded.

Process Supply Orchestration and View the Transfer Order

51. From the Navigator, under Supply Chain Execution, select Inventory Management.

52. Click the Tasks panel tab and show tasks for Inventory.

53. Select the Manage Transfer Orders task.

54. On the Manage Transfer Orders page, ensure that Organization 001 is selected in the top right. If not, click Change Organization and select Organization 001.

Note: If you have returned to the Inventory Management page, repeat steps 52 and 53.

55. In the Source Organization list, select 002 Atlanta.

56. Click Search.

57. In the Search Results region, notice that a Transfer Order has been created for the item that you created in step# 9 (example: ASXX100).

SCM - Oracle Inventory Cloud - Setting Up Material Status Control and Creating Subinventory Transfer for Disallowed Transaction

 You use the Material Status Control functionality to control subinventory transfer transactions for the given subinventory. In addition, you use material status to disallow a subinventory transfer transaction from being created.

In this scenario, the Supply Chain Application Administrator is creating a new material status. The Supply Chain Application Administrator needs to disallow subinventory transfer transactions for a particular subinventory. You can use this subinventory to store defective material and transfers from this subinventory to other subinventories need to be prohibited.

Create Material Status

1. From the Navigator, under Others, select Setup and Maintenance.

2. On the Setup and Maintenance page, select the Manufacturing and Supply Chain Materials Management offering from the top-left.

3. In the Functional Areas region, select the Inventory Management functional area. A list of corresponding tasks appears on the right.

4. In the Task region, click the Manage Material Statuses task. The Manage Material Statuses page appears.

5. In the Search Results region, click the Create icon. The Create Material Status dialog box appears.

6. In the Name field, enter: XX Material Status.

7. In the Description field, enter: XX Material Status.

8. In the Allowed column, select Subinventory Transfer and then, click the icon to move it to the Disallowed column. Subinventory Transfer should now appear in the Disallowed column.

9. In the Usage region, select the Subinventory check box.

10. Click OK to close the Create Material Status dialog box.

11. Click Save and Close on the Manage Material Statuses page to return to the Setup and Maintenance page.

Assign Material Status to Subinventory

12. On the Setup and Maintenance page, in the Task region, click the Manage Subinventories and Locators task. The Manage Subinventories page appears.

13. If the Select Organization pop-up is not displayed, click the Change Organization button to see a list of Inventory Organizations.

14. Select Organization 001 and click OK.

15. Click the Create icon to create a new Subinventory. The Create Subinventory page appears.

16. In the Subinventory field, enter: XX_SUB_RJ. For example: 01_SUB_JD if your student number is 01 and your name is John Doe.

17. In the Description field, enter: XX_SUB_RJ.

18. In the Material Status list, select: XX Material Status that you created in step# 6. Replace XX with your student number.

19. Click Save and Close.

20. Click OK to close the confirmation message.

Create Subinventory Transfer Transaction

21. From the Navigator, under Supply Chain Execution, select Inventory Management.

22. Click the Tasks panel tab and then, select Create Subinventory Transfer.

23. Ensure that Organization 001 is selected. If not, click the Change Organization button and select 001. Then, click OK.

24. On the Create Subinventory Transfer page, in the Transaction region, in the Type list, Subinventory Transfer.

25. In the Transaction Lines region, click the Add icon.

26. In the Item field, enter: AS65001.

27. In the Subinventory Locator field, enter or select: XX_SUB_RJ This is the subinventory you created in step# 16.

28. Notice that your Subinventory XXSUB is not available for selection. This is because the Material Status associated with your Subinventory prohibits the transaction type Subinventory Transfer.

SCM - Oracle Inventory Cloud - Creating and Receiving an In-Transit Interorganization Transfer

You create an Interorganization Transfer transferring material between two different warehouses in separate inventory organizations.

In this scenario, material is being shipped via carrier from the main distribution warehouse to a second warehouse. This requires the use of an “in-transit” interorganization transfer. The “in-transit” interorganization transfer must be created in the source warehouse and then the product must be received and put away in the destination warehouse.

Prerequisites:

Interorganization parameters need to be set up for the “from” and “to” organizations with an “in-transit” transfer type in order to complete this practice. The Receipt Routing should be set to “Standard”.

Review On-Hand Quantity in Destination Organization

1. From the Navigator, under Supply Chain Execution, select Inventory Management.

2. Click the Tasks panel tab, and in the Show Tasks list, select Inventory.

3. Click the Manage Item Quantities link.

4. On the Manage Item Quantities page, ensure that the organization 002 is selected. If not, click Change Organization and select 002.

Note: If you have returned to the Inventory Management page, repeat steps 2 and 3.

5. In the Advanced Search region, in the Item field, enter: CM28287.

6. Click Search.

7. Click the Expand icon next to the Item to view on-hand quantity in the Inventory Organization.

8. Click the Expand icon next to the Organization to view the on-hand quantity in the Subinventory.

9. Note the On-Hand Quantity for Subinventory Stores here 108

10. Click Done to return to the Inventory Management page.

Create Interorganization Transfer

11. Click the Tasks panel tab and then, select Create Interorganization Transfer.

12. Ensure that Organization 001 is selected. If not, click Change Organization and then, select 001 in the Organization list.

Note: If you have returned to the Inventory Management page, repeat step 11.

13. In the Destination Organization list, select 003- Chicago.

14. In the Transaction Type list, select Intransit Shipment. This field should automatically populate for you.

15. Click the Generate Shipment Number button and record your shipment number 1120690

16. In the Transaction Lines region, click the Add icon.

17. In the Item field, enter: CM28287.

18. In the Source Subinventory field, select Stores.

19. In the Destination Subinventory field, select Stores.

20. In the Quantity field, enter: 3

21. Click the Submit button. A message that your transactions have been processed appears on the screen. Click OK.

Navigate to Receipts Work Area

22. On the Inventory Management page, click the Tasks panel tab and then, in the Show Tasks list, select Receipts.

23. Select Receive Expected Shipments.

24. Ensure that Organization 003 is selected. If not, click Change Organization and then, select 003 in the Organization field.

Note: If you have returned to the Inventory Management page, repeat steps 22 and 23.

25. On the Receive Expected Shipments, in the In-Transit Shipment field, enter your in-transit shipment number that you recorded in step# 15.

26. Click the Search button.

27. Select the record and then, click the Receive button.

28. Click the Show Receipt Quantity button. This action defaults the quantity entered for Interorganization transfer.

29. Click the Create Receipt button.

30. On the Create Receipt page, click the Submit button. Note the receipt number here 30040  for use later in the exercise.

31. Click OK to confirm.

32. Click Done to return to the Inventory Management page.

33. Click the Tasks panel tab and then, in the Show Tasks list, select Inventory.

34. Select Manage Item Quantities.

35. In the Item field, enter CM28287.

36. Click Search. Review the On Hand Quantity column for Organization 003

37. Click Done to return to the Inventory Management page.

38. Click the Tasks panel tab and then, in the Show Tasks list, select Receipts.

39. Select Put Away Receipts.

40. Enter your Receipt (that you noted in step# 29) or In-Transit Shipment number.

41. Click the Search button.

42. Select the record and click the Put Away button

.43. Click the Submit button.

44. Click the OK button to close the confirmation message.

45. Click Done to return to the Inventory Management page.

Review the On-hand Quantity in the Destination Organization

46. On the Inventory Management page, click the Tasks panel tab and show tasks for Inventory.

47. Select the Manage Item Quantities task.

48. In the Advanced Search region, in the Item field, enter: CM28287.

49. Click the Search button.

50. Click the Expand icon next to your organization to see on-hand in all subinventories.

51. Click the Expand icon next to the subinventory that was received against.

52. Verify the on-hand quantity is correct based upon the transactions you performed. The on-hand quantity should have increased by 3.

SCM - Oracle Inventory Cloud - Creating and Processing Movement Request

In this practice, you create, pick, and pick confirm a movement request, requesting an item to be moved from one storage location to another.

You are a warehouse manager who wants to move inventory from one subinventory to another. You create a movement request requisition that tells the warehouse operator the “from” and “to” locations to use to transfer the material. The warehouse operator uses the Movement Request Pick Slip Report to print the pick slip. The warehouse operator then physically transfers the material and records this material movement in the system using the Confirm Pick Slips page.

Create a Miscellaneous Receipt Transaction

1. From the Navigator, under Supply Chain Execution, select Inventory Management.

2. Click the Tasks panel tab and then, select Create Miscellaneous Transaction.

Note: Ensure that Organization 001 is selected. If not, change organization to 001.

3. In the Type list, select Miscellaneous Receipt.

4. In the Use Current Item Cost, select Yes.

5. In the Account field, enter: 101.10.24220.000.000.000.

6. In the Transaction Lines region, click the Actions menu and select Add. Alternatively, click the Add icon.

7. In the Item field, enter: AS00104.

8. In the Subinventory field, enter: Stores.

9. In the Quantity field, enter: 15.

10. Click Submit.

11. Click OK to close the confirmation message. You return to the Inventory Management page.

Review Item On-Hand Quantity

12. On the Inventory Management page, click the Tasks panel tab, and in the Show Tasks list, select Inventory.

13. Select the Manage Item Quantities link. The Manage Item Quantities page appears.

14. Ensure that Inventory Organization 001 is selected in the top-right of the page. If not, click the Change Organization button, select 001, and then click OK. Note: If you returned to the Inventory Management page after selecting organization 001, repeat steps 12 and 13.

15. In the Advanced Search region, in the Item field, enter: AS00104.

16. Click Search.

17. Click the Expand icon next to Item AS00104 to view on-hand quantity in the Inventory Organization.

18. Click the Expand icon next to Organization 001 to view the on-hand quantity in the Subinventory. Note the On-Hand Quantity for subinventory Stores and subinventory Inspection here 15.

19. Click Done to return to the Inventory Management page.

Create Movement Request

20. Click the Tasks panel tab and then, select Manage Movement Requests.

Note: You can create a movement request transfer to move material from a source subinventory to a destination subinventory. This is done using the Manage Movement Request page.

21. In the Search Results region, click the Create icon. 

The Create Movement Request page opens with a pre-numbered movement request. Note down your movement request number 332900 for use later in the exercise.

22. In the Description field, enter: Movement request.

23. In the Transaction Type list, select Movement Request Transfer.

24. In the Source Subinventory field, select Stores.

25. In the Destination Subinventory field, select Inspection.

26. In the Lines region, click the Create icon.

27. In the Item field, enter: AS00104 and tab out of the field.

28. In the Requested Quantity field, enter: 5.

29. Click Submit.

30. Click OK to close the confirmation message.

31. Click Done to return to the Inventory Management page.

Run Movement Request Pick Slip Report

32. From the Navigator, under Tools, click Scheduled Processes.

33. Click Schedule New Process.

34. In the Name field, enter: Print Movement, then tab out of the field.

35. Click Search.

36. Select Print Movement Request Pick Slip Report and then, click OK.

37. Click OK to close the Schedule New Process dialog box.

38. In the Process Details dialog box, in the Organization field, select 001.

39. In the From Movement Request field, enter the Movement Request number created in the previous section.

40. In the To Movement Request field, enter the Movement Request number created in the previous section.

41. Scroll down and in the Release Approved Lines field, select Yes.

42. Click Submit.

43. Click OK.

44. Click the Refresh icon until your process is Succeeded.

Confirm Pick Slip

45. From the Navigator, under Supply Chain Execution, select Inventory Management.

46. Click the Tasks panel tab and in the Show Tasks list select Shipments.

47. Select the Confirm Pick Slips task.

48. In the Movement Request field, enter the movement request number you noted in step# 21.

49. Click the Search button.

50. Click the Pick Slip number for your movement request.

51. Select the Ready to Confirm checkbox.

52. In the Picked Quantity field, enter: 5.

53. Click Confirm.

54. Click Cancel to return to the Confirm Pick Slips page.

55. Click Done to return to the Inventory Management page.

Review Item On-Hand Quantity

56. On the Inventory Management page, click the Tasks panel tab, and in the Show Tasks list, select Inventory.

57. Select the Manage Item Quantities link. The Manage Item Quantities page appears.

58. In the Manage Item Quantities page, in the Advanced Search region, in the Item field, enter: AS00104.

59. Click Search.

60. Click the Expand icon next to Item AS00104 to view on-hand quantity in the Inventory Organization.

61. Click the Expand icon next to the Organization 001 to view the on-hand quantity in the Subinventory. Note the On-Hand Quantity for subinventory Stores and subinventory Inspection. Notice that the on-hand quantity in subinventory stores is reduced by 5 and the on-hand quantity in subinventory inspection is increased by 5.

SCM - Oracle Cloud - Creating Miscellaneous Inventory Transaction

The Manage Item Quantities page allows you to search for items with on-hand quantities as well as items with inbound quantities on known shipments that have not yet been received. Additionally, you can search for items in receiving waiting to be put away into inventory locations. You can also review item quantities at various material storage locations including inventory organization, subinventory, and locator. You can use the Manage Item Quantities page to identify the location where the item exists so that it can be picked and delivered to the Engineering department.

Review Item On-Hand Quantity

1. From the Navigator, under Supply Chain Execution, select Inventory Management.

2. Click the Tasks panel tab, and in the Show Tasks list, select Inventory.

3. Select the Manage Item Quantities link. The Manage Item Quantities page appears.

4. Ensure that Inventory Organization 001 is selected in the top-right of the page. If not, click the Change Organization button and select 001.

5. Click the OK button.

6. On the Manage Item Quantities page, in the Advanced Search region, in the Item field, enter: AS65001.

7. Click the Search button.

8. Click the Expand icon next to Item CM42049 to view on-hand quantity in the Inventory Organization.

9. Click the Expand icon next to the Organization 001 to view the on-hand quantity in the Subinventory. Note the On Hand quantity for Subinventory Stores.

10. Click Done to return to Inventory Management page.

Create a Miscellaneous Issue Transaction

11. Click the Tasks panel tab, and in the Show Tasks list, select Inventory.

12. Select the Create Miscellaneous Transaction link. The Create Miscellaneous Transaction page appears.

13. In the Transaction region, in the Type list, select Miscellaneous issue.

14. In the Use Current Item Cost, select Yes.

15. In the Account field, enter: 101.10.24220.000.000.000.

16. In the Transaction Lines region, click the Actions menu and select Add. Alternatively, click the Add icon.

17. In the Item field: enter CM42049 .

18. In the Quantity field, enter: 1.

19. Click the Submit button.

20. Click the OK button to close the confirmation message to return to the Manage Item Quantities page.

Find Location Where Item Exists and Review the Current Balance

21. On the Manage Item Quantities page, review the on-hand quantity.

22. Click the Expand icon next to Item CM42049  to view on-hand quantity in the Inventory Organization.

23. Click the Expand icon next to Organization 001 to view the on-hand quantity in Subinventory. Note the On Hand quantity for subinventory Stores. Notice that the on-hand quantity for Item CM42049  in subinventory Stores is reduced by 1.