Thursday, March 15, 2018

Oracle Inventory Training Manual

 

Terms used in the conventional Inventory system and as referred in Oracle Inventory may be different. A brief explanation of the ‘Oracle Inventory’ term’s vis-à-vis the existing terminology is provided in the following paragraphs. These terms are extensively used in documenting the ‘Inventory - To Be’ flows and it is recommended that the various users of this system get acquainted with the same.

 

 

Item Validation Organization: The organization that contains your master list of items. You define it by setting the OE: Item Validation Organization profile option.

 

Logical organization: A business unit that tracks items for accounting purposes but does not physically exist.

 

Organization: A business unit such as a plant, warehouse, division, department, and so on. Order Management refers to organizations as warehouses on all Order Management windows and reports.

 

Destination organization: An inventory organization that receives item shipments from a given Organization.

 

Workday calendar: A calendar that identifies available workdays for one or more organizations. Master Scheduling/MRP, Inventory, Work in Process, and Capacity plan and schedule activities based on a calendar’s available workdays.

 

Workday exception set: An entity that defines mutually exclusive sets of workday exceptions. For each organization, you can specify a workday calendar and exception set.

 

Primary unit of measure: The stocking unit of measure for an item in a particular organization.

 

Unit of measure: The unit that the quantity of an item is expressed.

 

Unit of measure class: A group of units of measure and their corresponding base unit of measure. The standard unit classes are Length, Weight, Volume, Area, Time, and Pack.

 

Unit of measure conversions: Numerical factors that enable you to perform transactions in units other than the primary unit of the item being transacted.

 

Category:  Code used to group items with similar characteristics, such as plastics, metals, or glass items.

 

Category set A feature in Inventory where users may define their own group of categories. Typical category sets include purchasing, materials, costing, and planning.

 

Purchased item: An item that you buy and receive. If an item is also an inventory item, you may also be able to stock it.

 

Standard item: Any item that can have a bill or be a component on a bill except planning items, option classes, or models. Standard items include purchased items, subassemblies, and finished products.

 

Substitute item: An item that can be used in place of a component. Master Scheduling/MRP suggests substitute items on some reports.

 

Inventory item: Items you stock in inventory. You control inventory for inventory items by quantity and value. Typically, the inventory item remains an asset until you consume it. You recognize the cost of an inventory item as an expense when you consume it or sell it. You generally value the inventory for an item by multiplying the item standard cost by the quantity on hand.

 

Item attribute control level: To maintain item attributes at the item master attribute level or the Organization specific level by defining item attribute control consistent with your company policies. For example, if your company determines serial number control at headquarters regardless of where items are used, you define and maintain serial number attribute control at the item master level. If each organization maintains serial number control locally, they maintain those attributes at the organization specific level.

 

Item attributes: Specific characteristics of an item, such as order cost, item status, revision control, COGS account, etc.

 

Item master level attribute: An item attribute you control at the item master level as opposed to controlling at the organization level.

 

Item status: Code used to control the transaction activity of an item.

 

Deletion constraint: A business rule that restricts the entities you can delete. A deletion constraint is a test that must succeed before an item, bill, or routing can be deleted.

 

Current on–hand quantity: Total quantity of the item on–hand before a transaction is processed.

 

On–hand quantity: The physical quantity of an item existing in inventory.

 

Subinventory:  Subdivision of an organization, representing either a physical area or a logical grouping of items, such as a storeroom or receiving dock.

 

Locator: Physical area within a subinventory where you store material, such as a row, aisle, bin, or shelf.

 

Locator control: An Oracle manufacturing technique for enforcing use of locators during a material transaction.

 

Revision A particular version of an item, bill of material, or routing.

 

Revision control: An inventory control option that tracks inventory by item revision and forces you to specify a revision for each material transaction.

 

Lot: A specific batch of an item identified by a number.

 

Lot control: An Oracle Manufacturing technique for enforcing use of lot numbers during material transactions thus enabling the tracking of batches of items throughout their movement in and out of inventory.

 

Serial number: A number assigned to each unit of an item and used to track the item.

 

Serial numbers control: A manufacturing technique for enforcing use of serial numbers during a material transaction.

 

Min–max planning: An inventory planning method used to determine when and how much to order based on a fixed user–entered minimum and maximum inventory levels.

 

Reorder point planning: An inventory planning method used to determine when and how much to order based on customer service level, safety stock, carrying cost, order setup cost, lead time and average demand.

 

Safety stock: Quantity of stock planned to have in inventory to protect against fluctuations in demand and/or supply.

 

ABC classification: A method of classifying items in decreasing order of importance, such as annual dollar volume or your company’s transaction history.

 

Cycle counting: An inventory accuracy analysis technique where inventory is counted on a cyclic schedule rather than once a year.

 

Physicals inventory: A periodic reconciliation of item counts with system on–hand quantities.

 

Account alias: An easily recognized name or label representing an account charged on miscellaneous transactions. You may view, report, and reserve against an account alias.

 

Inter–organization transfer: Transfer of items from one inventory organization to another You can have freight charges and transfer credits associated with inter–organization transfer. You can choose to ship items directly or have them go through intransit inventory.

 

Material transaction: Transfer between, issue from, receipt to, or adjustment to an inventory organization, subinventory, or locator. Receipt of completed assemblies into inventory from a job or repetitive schedule. Issue of component items from inventory to work in process.

 

Transaction cost: The cost per unit at which the transaction quantity is valued.

 

Transaction interface: An open interface table through which you can import transactions.

 

Transaction manager: A concurrent program that controls your manufacturing transactions.

 

Receipt: A shipment from one supplier that can include many items ordered on many purchase orders.

 

Return to supplier: A transaction that allows you to return to the supplier items from a fully or partially received purchase order and receive credit for them.

 

Supplier: Provider of goods or services.

 

Accounting period: The fiscal period a company uses to report financial results, such as a calendar month or fiscal period.

 

Average costing: A costing method which can be used to cost transactions in both inventory only and manufacturing (inventory and work in process) environments. As you perform transactions, the system uses the transaction price or cost and automatically recalculates the average unit cost of your items.

 

Standard costing: A costing method where a predetermined standard cost is used for charging material, resource, overhead, period close, job close, and cost update transactions and valuing inventory. Any deviation in actual costs from the predetermined standard is recorded as a variance.

 

1.       Define Work Day Exception Template

Add a Workday Exception set to identify calendar exceptions.

Navigation:                 Inventory > Setup > Organizations > Calendar Exception Templates

Screen:                         Exception Templates

 

Field Name

Remarks

 

 

Template

Enter the Exception Template name  “XXAA-EXCEP”

Description

XXAA MFG EXCEPTION

Inactive On

Leave the field Blank

 

 

Dates

Enter the dates. You can either choose from LOV or enter the date in the format “25-DEC-2001”

 

01-JAN-2001     01-JAN-2002       01-JAN-2003

 

25-DEC-2000     25-DEC-2001     25-DEC-2002     25-DEC-2003

 

 

Days On

Leave the field unchecked for all the dates

 

Click on the SAVE icon

 

2.       Define a new Workday Calendar

Define the workday calendar with calendar type, days on, days off, start and end dates.

Navigation:                 Inventory > Setup > Organizations > Calendars

Screen:                         Workday Calendar

 

Field Name

Remarks

Name

XXAA-CAL

Description

XXAA-Standard Calendar

Quarterly type

Choose “4/4/5 Week Pattern” from LOV

Calendar Date range

 

From

Select the Date from the LOV or enter Manually  “ 03-JAN-2000”

To

Enter   01-JAN-2007

 

Click on the SAVE icon

 

Click on “Work Day Pattern” Button

 

Screen:                         Workday Pattern

 

Field Name

Remarks

Seq

1

Days On

5

Days Off

2

Description

Regular Work Day pattern

 

Click on the SAVE icon and Close the Window.

Click on “Dates” Button on the Screen workday Calendar.

 

Click on “Exception List” Button

 

Click on “Load” Button

 

“Load Exceptions” Window appears

 

Field Name

Remarks

Load From

Template

Template

XXAA-EXCEP  ( Enter or choose from LOV)

 

Click on “OK”.

 

Click on “OK”.

 

Close the “Calendar” Window.

 

Click on “Shifts” Button on screen workday Calendar.

 

Shift Window for XXAA-CAL opens…

 

Field Name

Remarks

Shift Number

1

Description

First Shift 7:00 to 15:00

 

Click on “Workday Patterns” Button

 

Workday Patterns (under Shifts) opens..

 

Field Name

Remarks

Seq

1

Days On

5

Days Off

2

Description

Regular Work Week Pattern

 

Click on SAVE icon.

 

Close the window. Click on “Times” Button for 1st Shift.

 

Shift Times (under Shifts)

 

Field Name

Remarks

Start time

07:00

Stop time

11:15

Start time

11:45

Stop time

15:00

 

Click on SAVE icon.

 

Close the window.

 

Shifts Window (first blank line)

       

Field Name

Remarks

Shift Number

2

Description

Second Shift 15:00 to 23:00

 

Click on “Workday Patterns” Button

 

Workday Patterns (under Shifts) opens..

 

 

Field Name

Remarks

Seq

1

Days On

5

Days Off

2

Description

Regular Work Week Pattern

 

Click on SAVE icon.

 

Close the window. Click on “Times” Button for 2nd  Shift.

 

Shift Times (under Shifts)

 

Field Name

Remarks

Start time

15:00

Stop time

18:45

Start time

19:15

Stop time

23:00

 

Click on SAVE icon.

 

Close the Shift times window.

 

Close Shifts window.

 

In the Workday Calendar window review you calendar dates by clicking on the Dates button.  Verify 25-DEC-2001 is a different color.

 

·         While still in the Workday Calendar Window , run the calendar build process

Tools Menu > Build

 

·         Verify your requested job has completed

View > Requests > Find

 

·         Verify your calendar built correctly

Setup > Organization > Calendar > View Menu > Find

 

3.       Define Location

Set up and name a location for your organization

 

Navigation:                 Inventory > Setup > Organizations > Locations

Screen:                         Locations

 

Field Name

Remarks

Name

XXAA-LOCATION

Description

XXAA Location

 

Stay on Address Details Tab

Address Style

United States

Address

Location Address window opens..

Address Line 1

123 MAIN STREET

Address Line 2

 

Address Line 3

 

City

Select: Atlanta

State

GA

Zip Code

30010

County

Select: Fulton

Country

Select: United States

Telephone

 

 

Click on OK.

Go to Shipping Details Tab

Ship-to Location

XXAA-LOCATION

Ship-to Site

Check the box

Bill-to Site

Check the box

Office Site

Check the box

Internal Site

Check the box

Receiving Site

Check the box

 

Click on the Save icon.

 

4.       Define Organization

Set up and name your organization for your team

 

Navigation:                 Inventory > Setup > Organizations > Organizations > Click on “New”

Screen:                         Organization

 

Field Name

Remarks

Name

XXAA-ORG

Type

Plant

 

Field Name

Remarks

Dates From

Use the Default

Dates To

Leave Blank

Location

XXAA-LOCATION

Internal or External

Internal

Location Address

Use the Default

Internal Address

Leave Blank

 

Click on the Save icon.

Organization Classifications

 

Name

Inventory Organization  ( Enter or Choose from the LOV)

Enabled

Click the Check Box

 

Click on the Save icon.

 

With cursor in Name

Click on Others button

 

Select Accounting Information

 

Click on OK then press tab

Accounting Information

 

Set of Books

Vision Operations (USA)

Legal Entity

Vision Operations

Operating Unit

Vision Operations

 

Click on OK

Click on OK

 

Click on Save icon

 

Click on Others button

 

Select Inventory Information

 

Stay on the Inventory Parameters tab

 

 

Field Name

Remarks

Organization Code

XXAA

Master Organization

Vision Operations

Calendar

XXAA-CAL

Process Enabled

Do not check the box

Demand Class

 

Move Order Timeout Period

60

Move Order Timeout Action

Approve Automatically

Allow Negative Balances

Check the Box

Locator Control

Determined at Sub Inventory level

 

Go to Costing Information Tab

Costing Information

 

Costing Organization

Display - Cannot be changed

Costing Method

Average

Rates Cost Type

 

Transfer to GL

Summary

Reverse Encumbrance

Do not check the box

Default Material Sub-Element

 

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

 

Go to Revision, Lot, Serial tab

Starting Revision

A

Lot Control: Uniqueness

Across items

Lot Control: Generation

At item level

Zero Pad Suffix

Do not check the box

Lot Control: Prefix

LOT#

Lot Control: Total Length

30

Serial Control: Uniqueness

Within Inventory Items

Serial Control: Generation

At Organization Level

Serial Control: Prefix

SER#

Serial Control: Starting Number

1000

 

Go to  ATP, Pick, Item Sourcing tab

ATP, Pick, Item Sourcing

 

ATP Defaults Rule

Total ATP, No DC

Picking Defaults Rule

RevSub

Picking Defaults: Subinventory Order

 

Picking Defaults: Locator Order

 

Item Sourcing Detail: Type

Supplier

Item Sourcing Detail: Org

 

Item Sourcing Detail: Subinv

 

 

Go to Inter-org Information tab

Inter-org Information

 

Inter-org Transfer Charge

Check the radio button “Predefined Percent”

Predefined Percent

10

Inter-org Transfer Accounts

 

Transfer Credit

01-520-5290-0000-000

Purchase Price Variance

01-520-5210-0000-000

Receivable

01-000-1810-0000-000

Payable

01-520-2370-0000-000

Intransit Inventory

01-000-1460-0000-000

 

Go to Other Accounts Tab

Other Accounts

 

Invoice Price Variance

01-520-5220-0000-000

Accounts Payable Accrual

01-000-2220-0000-000

Encumbrance

 

Profit and Loss Accounts

 

Sales

01-520-4110-0000-000

Cost of Goods Sold

01-520-5110-0000-000

 

·         Click on the Save icon

·         Close the window

·         Click on the Others Button

·         Select Receiving Information

 

Field Name

Remarks

Receipt Date:

 

Days Early

5

Days Late

5

Action

Warning

Over Receipt Controls:

 

Tolerance

5

Action

Warning

Miscellaneous:

 

Allow Substitute Receipts

Check the Box

Allow Unordered Receipts

Check the Box

Allow Express Transactions

Check the Box

Allow Cascade Transactions

Check the Box

Allow Blind Receiving

Do not check the Box

Receipt Routing

Standard Receipt

Enforce Ship-To

Warning

ASN Control Action

Warning

Receipt Number Options:

 

Action

Automatic

Type

Numeric

Next Receipt Number

1001

Receiving Inventory Account

01-000-1410-0000-000

 

Click on the Save icon

 

Close the Receiving Options Window

 

Close the Organizations window.

 

5.       Attach Organization at Location Definition

Tie the Location to the Organization

 

Navigation:                 Inventory > Setup > Organizations > Locations

Screen:                         Location

Steps:

 

Field Name

Remarks

 

Enter Query (F11)

Location

Enter “XXAA-LOCATION

 

Execute Query (CTRL F11)

 

Go to Other Details tab

Inventory Organization

XXAA  ( Enter or Pick the value from LOV)

 

Click on Save icon

 

 

6.       Define Subinventories

You define one or more subinventories for each inventory organization. A Subinventory is a physical or logical grouping of your inventory, such as raw material, finished goods, defective material, or a freezer compartment.

 

Navigation:                 Inventory > Setup > Organizations > Subinventories   Choose Organization (M1)

Screen:                         Subinventories (M1)

Define two Sub inventories named XXAA-STORES and XXAA-SHOP

 

Field Name

Remarks

 

Inventory > Setup > Organizations > Subinventories

 

Choose Organization “M1” from the List of values if asked.

 

Click on New

Name

XXAA-STORES

Description

XXAA Stores

Quantity Tracked

Check the Box

Asset Subinventory

Check the Box

Depreciable

Check the Box

Include in ATP

Check the Box

Allow Reservation

Check the Box

Nettable

Check the Box

Locator Control

Item Level

Picking Order

 

Inactive On

 

 

Click on Save icon

 

Field Name

Remarks

 

Inventory > Setup > Organizations > Subinventories

 

Choose Organization “M1” from the List of values if asked.

 

Click on New

Name

XXAA-SHOP

Description

XXAA Shop Floor

Quantity Tracked

Check the Box

Asset Subinventory

Check the Box

Depreciable

Check the Box

Include in ATP

Check the Box

Allow Reservation

Do not check the Box

Nettable

Check the Box

Locator Control

None

Picking Order

 

Inactive On

 

 

Click on Save icon

 

7.       Define Stock Locators

Locators are optional structures within subinventories. Locators may represent rows, aisles, or bins in warehouses. You can receive items directly into and ship items directly from locators.

 

Navigation:                 Inventory > Setup > Organizations > Stock Locators

Screen:                         Stock Locators

 

Field Name

Remarks

 

Click on the New Button

 

Click on the LOV

Row

XXAA First Row

Rack

XXAA First Rack

Bin

XXAA Fifth Bin

Project

Leave it blank

Task

Leave it blank

Description

XXAA Stock Locator

Type

Pick the Value “Storage locator” from LOV

Status

Active

Subinventory

Choose from the LOV “XXAA – Stores”

Picking order

Leave it blank

Inactive On

Leave it blank

 

Click on Save icon

 

 

 

8.       Define and update unit of measure classes

You are on the implementation team to set up the UOM classes and conversions for the new Oracle software. Use your unique identifier T(XX) to set up your UOM classes and save your entries.

 

Use your unique identifier to set up multiple UOMs for your classes. Set up UOMs for Dozen, Gross, and Case and save your entries.

 

Create standard conversions for your UOM in multiples of dozen, gross, and case.  Also create an inter-class conversion.

 

Navigation:                         Inventory > Setup > Unit of Measures > Classes

Screen:                 Unit of Measure classes

Note:  Be sure to add a new row by clicking on the New icon

 

Field Name

Remarks

Name

XXAA-QTY

Description

XXAA Quantity Class

Base Unit of Measure

XXAA-EACH

UOM

EXX

Inactive Date

Leave it blank

 

Click on Save icon

 

9.       Define Units of Measure

Define and update units of measure used for tracking, issuing, receiving and storing inventory items.

 

Navigation:                         Inventory > Setup > Unit of Measures > Unit of Measures

Screen:                 Unit of Measures

 

Note:  Scroll down the screen to find the UOM Name XXAA-EACH.  This was created automatically when your class was defined as above in sub heading no 8.

 

Field Name

Remarks

 

Click on New Icon

Name

XXAA-Dozen

UOM

DXX

Description

XXAA DOZEN UOM

Base Unit

NO

Class

XXAA-QTY

Inactive Date

 

 

Click on the Save icon

Click on the New icon

Name

XXAA-GROSS

UOM

GXX

Description

XXAA-GROSS UOM

Base Unit

Do not check the box

Class

XXAA-QTY

Inactive Date

 

 

Click on the Save icon

Click on the New icon

Name

XXAA-CASE

UOM

CXX

Description

XXAA-CASE UOM

Base Unit

Do not check the box

Class

XXAA-QTY

Inactive Date

 

 

Click on the Save icon

 

10.     Define Unit of Measure Conversions

Define and update the conversions between the base unit of measure and other units of measure within a class.

 

Navigation:                         Inventory > Setup > Unit of Measures > Conversions

Screen:                                 Unit of Measure Conversions

 

Field Name

Remarks

 

Stay on the Standard tab

 

Click on New Icon

Unit

XXAA-DOZEN

Class

XXAA-QTY

Conversion

12

Base Unit

XXAA-EACH

Inactive Date

 

 

Click on the Save icon

Click on the New icon

Unit

XXAA-GROSS

Class

XXAA-QTY

Conversion

144

Base Unit

XXAA-EACH

Inactive Date

 

 

Click on the Save icon

Click on the New icon

Unit

XXAA-CASE

Class

XXAA-QTY

Conversion

24

Base Unit

XXAA-EACH

Inactive Date

 

 

Click on the Save icon

Go to Inter-class tab

Click on New icon

Item

AS18947

 

 

 

 

Base Unit

XXAA-EACH

Class

XXAA-QTY

Conversion

2

Base Unit

EACH

Class

QUANTITY

 

Click on the Save icon

 

11.    Define Transaction Source Types:

Oracle Inventory predefines a list of transaction source types for you. You can add more source types to this list or update the predefined types, however, you cannot delete the predefined types. You can add source types for miscellaneous transactions, inter-organization and subinventory transfers, and account transactions.

 

 

Navigation: Inventory > Setup > Transactions > Source Types

Screen:                 Transaction Source types

 

Field Name

Remarks

 

Click on the User tab

 

Click on New Icon

Name

XXAA Maintenance Transactions

Description

Maintenance Transactions

Type

None

Context

Leave the field blank

Inactive on

Leave the field blank

 

Click on the save icon

 

12.    Define Transaction Types

You define transaction types by combining transaction actions and transaction source types. You define transaction source types in the Transaction Source Types window. Oracle Inventory provides the list of transaction actions.

 

Navigation: Inventory > Setup > Transactions > Types

Screen:                 Transaction Types

 

Field Name

Remarks

 

Click on the User tab

 

Click on New Icon

Name

XXAA Maintenance Issues

Description

Maintenance Issues

Source Type

XXAA Maintenance Transactions

Action

Issue from stores

Project

Do not check the Box

Shortage Message Online

Do not check the Box

Shortage Message Notification

Do not check the Box

Inactive Date

Leave it Blank

 

Click on the Save icon

 

Click on New Icon

Name

XXAA Maintenance Receipts

Description

Maintenance Receipts

Source Type

XXAA Maintenance Transactions

Action

Receipt into stores

Project

Do not check the Box

Shortage Message Online

Do not check the Box

Shortage Message Notification

Do not check the Box

Inactive Date

Leave it Blank

 

Click on the Save icon

 

13.    Define Transactions Reasons

Navigation:                 Inventory > Setup > Transactions > Reasons

Screen:                         Transaction Reasons

 

Field Name

Remarks

 

Click on the New icon

Name

XXAA-Training

Description

Transactions during training

 

Click on the Save icon

 

14.    Define Inter-Organization Shipping Networks

Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping (from) organization that ships inventory to a destination (to) organization.

 

Navigation:                 Inventory > Setup > Organizations > Shipping Networks

Screen:                         Shipping Networks

 

Field Name

Remark

 

 

 

Click on the Find Button

 

Stay on the Main Tab

Organization from

M1

Organization to

XXAA

Transfer Type

Intransit

FOB

Choose Receipt

Elemental Visibility enabled

Do not check the box

Receipt Routing

Standard

Internal Order required

Do not check the box

Manual receipt at Expense destination

Do not check the box

 

Click on the Save icon

 

Click on the Transfer, Distance Tab

Transfer Charge Type

Predefined

Defaults from Organization Parameters ( You can change this value from LOV;s)

%

Defaults from Organization ( Or enter a percentage value)

 

Click on Primary Accounts Tab

 

Check whether all accounts have defaulted from Organization parameters

 

Click on Secondary Accounts Tab

 

Check whether all accounts have defaulted from Organization parameters

 

Click on Intransit Account Tab

 

Check whether all accounts have defaulted from Organization parameters

 

Click on Save icon

 

15.    Define Items

Navigation: Inventory > Items > Master Items

Screen:                 Master Items (V1)

 

A. Define items by copying from Item templates

 

Field Name

Remark

 

 

 

 

Item

XXAA-10001000

Description

XXAA Purchased Item

 

Stay on Main Tab

Unit of Measure: Primary

Use default “Each

User Item type

Keep the cursor on User Item Type and click on Tools Menu

 

Click on Copy From

Template

Choose @Purchased Item from LOV

 

Click on Apply and Done

User Item type

Shows now as “Purchased Item”

 

Click on Save icon

 

Click on all tabs and review the attributes

 

 

 

B. Define items by copying from existing item.

 

Field Name

Remark

 

 

 

 

Item

XXAA-10001001

Description

XXAA Purchased Item

 

Stay on Main Tab

Unit of Measure: Primary

Use default “Each

User Item type

Keep the cursor on User Item Type and click on Tools Menu

 

Click on Copy From

Item

Choose XXAA-10001000 from LOV

 

Click on Apply and Done

User Item type

Shows now as “Purchased Item”

 

Click on Save icon

 

Click on all tabs and review the attributes

 

C. Assign items to Child Organizations.

 

Field Name

Remark

 

 

 

click on Tools Menu while staying on item XXAA-10001001

 

Click on Organization Assignment

Assigned

Check the box against organization “M1

 

Check the box against organization “XXAA

 

Click on Save icon

 

Repeat the same steps for item “XXAA-10001000” and assign M1 and XXAA

 

D. Review Categories assigned to items.

 

Field Name

Remark

 

 

 

click on Tools Menu while staying on item XXAA-10001000

 

Click on Categories

Item

XXAA-10001000

Category Set

Purchasing

Control Level

Master

Category

Default “MISC.MISC

 

Click on LOV to select values for Item category and Commodity, if item belongs to different category

Category Set

Inventory

Control Level

Org

Category

Default “NEW.MISC

 

Click on LOV to select values for Family and Class, if item belongs to different category

 

Click on Save icon

 

Repeat the same steps for item “XXAA-10001001” and Review Categories assignment.

 

16.    Define Item Relationships

You can define relationships between items. This allows you to search for items through these relationships. Except in Oracle Purchasing, these relationships are for inquiry and reporting purposes only.

 

Item Relationships with Oracle Purchasing

Within Oracle Purchasing you can define acceptable substitute items for receiving. You must define a list of substitutes before you receive a substitute item in place of an originally ordered item.

 

Attention: If you receive a substitute item, you must have previously defined a unit of measure conversion between the unit of measure on the purchase order and the unit of measure on the receipt.

 

Navigation: Inventory > Items > Item Relationships

 

Screen:                 Item Relationships (V1)

 

Click on New icon.

 

From item

To Item

Type

Reciprocal

 

 

 

 

XXAA-10001000

XXAA-10001001

Substitute

Check the Box

 

Click on SAVE icon.

 

17.    Define Cross reference Types

Navigation:                         Inventory > Items > Cross References

 

Screen:                 Cross reference Types

 

Cross-reference types define relationships between items and entities such as old item numbers or supplier item numbers.

 

For example, you can create a cross-reference type Old to track the old item numbers, and a type Supplier to track supplier part numbers

 

 

Type

Description

Inactive On

 

 

 

 

Click on New icon

 

XXAA Substitute

XXAA Substitute

N/A

 

Click on Save icon

Click on Assign Button

 

 

Item

Applicable to All Organizations

Org

Value

Description

 

 

 

 

 

XXAA-10001000

Check the Box

N/A

XXAA-10000000

Old Supplier Item

 

Click on Save icon

Close the window.

18.    Define Customer items and Cross References

 

Use the Customer Items Summary and Customer Items Detail windows to define and update customer items. You can toggle between these windows with the Summary/Detail option in the Go option on the Toolbar. You can cross reference customer items to your Oracle Inventory items to support processing orders and shipments

 

 

Navigation:                         Inventory > Items > Customer Items > Customer Items

 

Screen:                                 Customer Items Summary (V1)

 

Field Name

Remark

 

 

 

Click on New icon

 

Stay on Commodity Tab

Customer Name

Choose “A. C. Networks” from LOV

Customer item

Enter “CXX-ACNT001

Level: Customer

Use default. Box is checked.

Code

Finished Good

Description

Description Defaults

 

Click on Save icon

 

Click on “Cross Reference” Button

Customer Item

CXX-ACNT001 defaults

Item

XXAA-10001000

Item Description

Defaults from Item Master

Rank

1

Active

Leave the default. ( Checked)

 

Click on Save icon

 

Close the window.

 

19.    Item Transaction Defaults

 

Use this form to define a default subinventory and/or locator for an item for shipping, receiving, and move order transactions.

 

Navigation:                         Inventory > Setup > Transactions > Item Transaction Defaults

 

Screen:                                 Item Transaction Defaults

 

 

 

Field Name

Remark

 

 

 

 

 

Click on New icon

Subinventories Tab

 

 

 

Item

XXAA-10001000

 

Description

Defaults from Item Master

 

Default for

Receiving

 

Subinventory

Stores

 

 

Tab to go to the next line

 

Item

XXAA-10001000

 

Description

Defaults from Item Master

 

Default for

Move order Receipt

 

Subinventory

Stores

 

 

Click on Save icon

Locator Tab

 

Please do the same steps as above if Locator Control is enabled for this Item to define Locator along with Sub inventory.

 

 

20.    Deletion Groups

 

Set up groups of entities to check, delete and optionally archive. Entities can include items, bills of material, components, routings, or operations.

 

Navigation:                         Inventory > Items > Delete items

 

Screen:                                 Deletion groups

 

 

 

 

 

 

Field Name

Remarks

 

 

 

 

Group

XXAA-DG

 

Type

Item

 

Description

XXAA-Deletion Group

Entities to Delete

 

Stay on the Details tab

 

Item

XXAA-10001000

 

Description

Defaults

 

Organization

Defaults

 

Type

Defaults

 

Alternate

 

 

 

Click on Save icon

 

 

Click on “Delete Group” Button. Concurrent request will be fired. View the status of the concurrent request to Complete.

 

 

After successful completion, Query the Deletion Group “XXAA-DG”

 

 

Click on the “results” tab

Results

Status

Shows as “Deleted” if no references are found against the item.

 

 

Close the window.

 

 

 

Item Query

 

Open the Master Item and Query the item XXAA-10001000

 

 

Click on Tools Menu and Select Organization Assignment

 

 

Notice that Organization assignment to your organization in which item is deleted is unassigned from the Organization.

 

 

Close the window.

 

 

 

 

 

 

21.    Defining Item Attribute Control levels

 

Navigation:                         Inventory > Set Up > Items > Attribute Controls

 

Screen:                                 Item Attribute Controls

 

You can choose between centralized and decentralized control of item attributes. The control level you define for an attribute applies to all items. Defining attribute controls does not determine the value of an attribute, only the level at which it is controlled. You assign values to the attributes when you define an item.

Just review the Attribute controls, which have only two values of control:

 

1.       Master Level

2.       Organization Level

 

Below are set up as per the business requirements.

 

 

Group Name

Attribute Name

Controlled at

Main

7 Attributes

Master or Org level

Inventory

26 Attributes

Master or Org level

Bills of Material

4 Attributes

Master or Org level

Costing

5 Attributes

Master or Org level

Asset Management

5 Attributes

Master or Org level

Purchasing

23 Attributes

Master or Org level

Receiving

10 Attributes

Master or Org level

Physical Attributes

20 Attributes

Master or Org level

General Planning

19 Attributes

Master or Org level

MPS/MRP Planning

23 Attributes

Master or Org level

Lead Times

8 Attributes

Master or Org level

Work In Process

7 Attributes

Master or Org level

Order Management

20 Attributes

Master or Org level

Invoicing

6 Attributes

Master or Org level

Service

16 Attributes

Master or Org level

Web Option

3 Attributes

Master or Org level

 

 

 

 

Lab exercise on attribute controls

 

Navigation:                         Inventory > Items > Master Items

 

Screen:                                 Master Items (V1)

 

Field Name

Remarks

 

 

 

Stay on Master Item screen

 

Click on View menu. Select “Query by Example” and “Enter

Item

Enter AS54888

 

Click on View menu. Select “Query by Example” and “Run

 

AS54888 item Displays

 

 

Answer the following Queries

 

Question

Answer  ( Yes / No )

 

 

1.  What is the status of this item?

 

2.  Can I have a BOM for this item?

 

3.  Can I build this item in WIP?

 

4.  Can a customer order this item?

 

5.  Can I invoice a customer for this item?

 

6.  Can I order this item internally from another     organization in my company?

 

7.  Is this item transactable in inventory?

 

8.  Can I purchase this item from a supplier?

 

9.  Can I stock this item in inventory?

 

10.       In how many organizations can this part be used?

Hint: ( Click on Tools menu, Select Organization Assignment)

 

 

 

22.    Define Item Status

 

You can use statuses to provide default values for certain item attributes to control the functionality of an item. When you update the values for a status, all items to which it is assigned are also updated.

 

Navigation:                         Inventory > Set up > Items > Status Codes

 

Screen:                                 Item Status

 

Field Name

Remarks

 

 

Status

XXAA-Status

Description

Item status-Customer Order and Invoicing Pending

Inactive Date

N/A

 

Status Attribute

Value

Value

 

 

 

BOM Allowed

Check the Box

Defaults value

Build in WIP

Check the Box

Defaults value

Customer Order enabled

Do not Check the Box

Defaults value

Internal Order enabled

Check the Box

Defaults value

Invoice enabled

Do not Check the Box

Defaults value

Transactable

Check the Box

Defaults value

Purchasable

Check the Box

Defaults value

Stockable

Check the Box

Defaults value

 

Click on Save icon

 

Notice the effect of item status code by doing the following steps:

 

Navigation:                         Inventory > Items > Master Items

 

Screen:                 Master Items

 

Field Name

Remarks

 

 

 

Stay on Master Item screen

 

Click on View menu. Select “Query by Example” and “Enter

Item

Enter XXAA-10001001

 

Click on View menu. Select “Query by Example” and “Run

 

XXAA-10001001 item Displays

 

Stay on Main Tab

Item Status

Notice that status is active. Check for attributes “Customer Orders enabled” in Order Management tab and “Invoice enabled” in Invoicing tab. They are enabled and checked..

 

Go to Main Tab

Item Status

Change the Item status from “Active” to “XXAA-Status

 

Check for attributes “Customer Orders enabled” in Order Management tab and “Invoice enabled” in Invoicing tab. They are disabled and unchecked.

 

NOT WORKING

23.    Item Template

 

A template is a defined set of attribute values. When you apply a template to an item, you overlay or default in the set of attribute values to the item definition.

 

You can apply the same or different templates to an item multiple times. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (for example, the Primary Unit of Measure, which is never updatable).

 

Navigation:                         Inventory > Items > Master Items

 

Screen:                 Master Items

 

Enter the Following:

 

Name

XXAA-10001002

Description

Copying Item attributes from Item Template

 

Go to                      (M) Tools > Copy From

 

Screen:                 Copy From

 

Select the Following:

 

Template

XXAA-Item Template  (Defined in the class)

 

Press                      (B) Done

 

Screen:                 Master Items

 

Observe the Following:

 

Region

Field Name

Values

Main

 

 

 

Use Item Type

Purchased Item

 

Item Status

Active

 

Conversions - Both

Yes

Purchasing

 

 

 

Purchased

Yes

 

Purchasable

Yes

 

Allow Description Update

Yes

 

RFQ Required

Yes

 

Taxable

No

 

Receipt Required

Yes

 

Buyer

Enter Default Buyer Name here

 

List Price

Enter the list price to default on PO

 

 

 

Invoicing

 

 

 

Invoiceable Item

Yes

 

Invoice Enabled

Yes

 

Sales Account

Choose Sales Account from LOV

 

Save your work. (Ctrl + S)

 

 

24.     Define Category Codes

 

You can define an unlimited number of categories and group subsets of your categories into category sets. A category can belong to multiple category sets. You can assign a category to a category set either at the time you define a category set or at the time you assign an item to the category.

 

A category is a logical classification of your items.

 

Step 1: Enter the new values for “Family” and “Class” Key Segments

 

Navigation:                         Inventory > Setup > Flexfields > Key > Values

 

Screen:                 Find Key Flexfield segment

 

Region

Field Name

Values

Find Values By

 

 

 

Key Flexfield

Check the box

 

 

 

 

Application

Oracle Inventory

 

Title

Item Categories

 

Structure

Item Categories

 

Segment

Choose “Family

 

 

Click on the Find Button

Screen Segment Values

 

Stay on the Values, Effective Tab

 

 

Click on New icon

 

Value

Enter “LAPTOP”

 

Translated value

Use the default

 

Description

Laptop

 

 

Click on the Save icon

 

 

Click on New icon

 

Value

Enter “GIVEAWAYS”

 

Translated value

Use the default

 

Description

Giveaways

 

 

Click on the Save icon

 

 

Close the window.

 

Navigation:                         Inventory > Setup > Flexfields > Key > Values

 

Screen:                 Find Key Flexfield segment

 

Region

Field Name

Values

Find Values By

 

 

 

Key Flexfield

Check the box

 

 

 

 

Application

Oracle Inventory

 

Title

Item Categories

 

Structure

Item Categories

 

Segment

Choose “Class

 

 

 

 

Independent Value

Choose “LAPTOP

 

 

Click on Find Button

Screen Segment Values

 

Stay on the Values, Effective Tab

 

 

Click on New icon

 

Value

Enter “TOSHIBA

 

Translated value

Use the default

 

Description

Toshiba

 

 

Click on the Save icon

 

 

Click on New icon

 

Value

Enter “DELL

 

Translated value

Use the default

 

Description

Dell

 

 

Click on the Save icon

 

 

Close the window.

 

Navigation:                         Inventory > Setup > Flexfields > Key > Values

 

Screen:                 Find Key Flexfield segment

 

Region

Field Name

Values

Find Values By

 

 

 

Key Flexfield

Check the box

 

 

 

 

Application

Oracle Inventory

 

Title

Item Categories

 

Structure

Item Categories

 

Segment

Choose “Class

 

 

 

 

Independent Value

Choose “GIVEAWAYS

 

 

Click on Find Button

Screen Segment Values

 

Stay on the Values, Effective Tab

 

 

Click on New icon

 

Value

Enter “CUPS

 

Translated value

Use the default

 

Description

Cups

 

 

Click on the Save icon

 

 

Click on New icon

 

Value

Enter “BAGS

 

Translated value

Use the default

 

Description

Bags

 

 

Click on the Save icon

 

 

Close the window.

 

 

Step 2: Create the Category Codes with new values defined above

 

Navigation:                         Inventory > Setup > Item > Categories > Category Codes

 

Screen:                 Categories

 

Click on new Button

 

 

Structure Name

Category

Description

Inactive on

 

 

 

 

Choose “Item Categories” from LOV

LAPTOP.DELL

Dell Laptop

 

Item Categories

LAPTOP.TOSHIBA

Toshiba Laptop

 

Item Categories

GIVEAWAYS.CUPS

Give away Cups

 

Item Categories

GIVEAWAYS.BAGS

Give away Bags

 

 

Click on Save icon and close the Window.

 

25.    Category Set

 

A category set is a set or group of categories.

Each functional area viz. Purchasing, Inventory, Costing, Order entry can have a separate default Category set.

You can use categories and category sets to group items for various reports and programs.

 

Navigation:         Setup > Items > Categories > Category Sets

 

Screen: Category Sets

 

Field Name

Values

 

Click on (M) View , select “Query by example”  and Enter

Name

Enter “Inv.Items

 

Click on (M) View , select “Query by example”  and Run

 

Inv.Items” Category Set displays

Name

Inv.Items

Description

Inventory Category Set

Flex Structure

Item Categories

Controlled At

Org Level

Default Category

NEW.MISC

Enforce Valid Category

Yes

List of Valid Category

Enter Below values which are created by you in above session

 

Click on New icon

 

LAPTOP.DELL

 

LAPTOP.TOSHIBA

 

GIVEAWAYS.CUPS

 

GIVEAWAYS.BAGS

 

Click on Save icon


26.    Define Items and Assign Newly Defined Categories

 

Navigation: Items > Item Master

 

Screen: Master Item

 

Enter the Following:

 

Name

XXAA-10001004

Description

Dell laptop – Category Assignment

 

Go to                      (M) Tools > Copy From

 

Screen:                 Copy From

 

Select the Following:

 

Template

Purchased Item

 

Press                      (B) Done

 

Screen:                 Master Items

 

Observe the Following:

 

Region

Field Name

Values

Main

 

 

 

Use Item Type

Purchased Item

 

Item Status

Active

 

Conversions - Both

Yes

Purchasing

 

 

 

Purchased

Yes

 

Purchasable

Yes

 

Allow Description Update

Yes

 

RFQ Required

Yes

 

Taxable

No

 

Receipt Required

Yes

 

Buyer

Enter Default Buyer Name here

 

List Price

Enter the list price to default on PO

 

 

 

Invoicing

 

 

 

Invoiceable Item

Yes

 

Invoice Enabled

Yes

 

Sales Account

Choose Sales Account from LOV

 

 

Select the Following:

 

Region

Field Name

Values

Main

Primary Unit of Measure

Each

 

Expense Account

Choose Expense Account from LOV

 

Save your work. (Ctrl + S)

 

Go to                      (M) Tools > Categories

 

Screen: Category Assignment Screen

 

Category Set

Category

Inv.Items

The default is NEW.MISC  Select your category “LAPTOP.DELL

 

 

Please Define the following items as per the steps followed in above session:

 

Lab Exercise: 1

 

Name

XXAA-10001005

Description

Toshiba laptop – Category Assignment

 

Copy from Template: @Purchased

 

Go to                      (M) Tools > Categories

 

Screen: Category Assignment Screen

 

Category Set

Category

Inv.Items

The default is NEW.MISC  Select your category “LAPTOP.TOSHIBA

 

Lab Exercise: 2

 

Name

XXAA-10001006

Description

Giveaway Cups – Category Assignment

 

Copy from Template: @Purchased

 

Go to                      (M) Tools > Categories

 

Screen: Category Assignment Screen

 

Category Set

Category

Inv.Items

The default is NEW.MISC  Select your category “GIVEAWAYS.CUPS

 

 

Lab Exercise: 3

 

Name

XXAA-10001007

Description

Giveaway Bags – Category Assignment

 

Copy from Template: @Purchased

 

Go to                      (M) Tools > Categories

 

Screen: Category Assignment Screen

 

Category Set

Category

Inv.Items

The default is NEW.MISC  Select your category “GIVEAWAYS.BAGS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

27.    Locator Controlled Items

 

Step 1: Define a new item with Locator control enabled asPrespecified

 

Navigation: Items > Item Master

 

Screen: Master Item

 

Enter the Following:

 

Name

XXAA-10001008

Description

Purchased Item – Locator Controlled

 

Go to                      (M) Tools > Copy From

 

Screen:                 Copy From

 

Select the Following:

 

Template

Purchased Item

 

Press                      (B) Done

 

Screen:                 Master Items

 

Enter the Following:

 

Region

Field Name

Values

Main

 

 

 

Use Item Type

Purchased Item

 

Item Status

Active

 

Conversions - Both

Yes

Inventory

 

 

 

Locator Control

Choose “Prespecified

 

 

 

Purchasing

List Price

10

 

 

Save your work. (Ctrl + S)

 

Go to                      (M) Tools > Organization Assignment

 

Screen:                 Organization Assignment

 

Assign Item:                        XXAA-10001008 to M1, M2 and XXAA Organization

                                                Click on Save icon

 

Step 2: Perform a Miscellaneous Transaction with the item defined above

 

Navigation:                         Inventory > Transactions > Miscellaneous Transaction   (Choose M1 Org)

 

Screen:                 Miscellaneous Transaction (M1)

 

Before performing a miscellaneous transaction, please check whether your accounting periods for M1 organization are open

 

Navigation:                         Inventory > Accounting Close Cycle > Inventory Accounting periods  (Check whether Period in which you are transacting is open)

 

Screen:                 Miscellaneous Transaction (M1)

 

Region

Field Name

Values

Transaction

 

 

 

Date

Defaults to Today’s date

 

Type

Choose “Miscellaneous Receipt

 

Source

Leave Blank

 

Account

Leave Blank

 

 

 

Transaction lines

 

Click on Transaction Lines Button

 

Item

XXAA-10001008

 

Subinventory

Stores

 

Locator

1.1.1

 

Quantity

100

 

Account

01-580-7740-0000-000

 

 

Click on Save icon

 

 

Close the windows.

                               

 

Step 3: View the On Hand Quantity

 

Navigation:                         Inventory > On Hand, Availability > On – Hand Quantity

 

Screen:                 Find On-Hand Quantities (M1)

 

Choose M1 Organization

 

 

Region

Field Name

Values

 

 

 

 

Organization

M1

 

Item

XXAA-10001008

 

Description

Defaults from item Master

 

 

 

Display

 

 

 

Detailed

Check the Box

 

 

Click on Find Button

 

 

Detailed On-Hand Quantities window opens

 

 

Observe the following details

 

Organization

M1

 

Item

XXAA-10001008

 

Subinventory

Stores

 

UOM

Ea

 

Locator

1.1.1..

 

On-Hand Qty

100

 

 

Close the Window.

 

 

28.    Revision Controlled Items

 

Step 1: Define a new item with Revision control enabled

 

Navigation: Items > Item Master

 

Screen: Master Item

 

Enter the Following:

 

Name

XXAA-10001009

Description

Purchased Item – Revision Controlled

 

Go to                      (M) Tools > Copy From

 

Screen:                 Copy From

 

Select the Following:

 

Template

Purchased Item

 

Press                      (B) Done

 

Screen:                 Master Items

 

Enter the Following:

 

Region

Field Name

Values

Main

 

 

 

Use Item Type

Purchased Item

 

Item Status

Active

 

Conversions - Both

Yes

Inventory

 

 

 

Revision Control

Check the box  to enable revision Control on this item

 

 

 

Purchasing

List Price

10

 

Save your work. (Ctrl + S)

 

Go to                      (M) Tools > Organization Assignment

 

Screen:                 Organization Assignment

 

Assign Item:                        XXAA-10001009 to M1 M2 and XXAA Organization

 

                                                Click on Save icon

 

Step 2: Perform a Miscellaneous Transaction with the item defined above

 

Navigation:                         Inventory > Transactions > Miscellaneous Transaction   (Choose M1 Org)

 

Screen:                 Miscellaneous Transaction (M1)

 

 

Region

Field Name

Values

Transaction

 

 

 

Date

Defaults to Today’s date

 

Type

Choose “Miscellaneous Receipt

 

Source

Leave Blank

 

Account

Leave Blank

 

 

 

Transaction lines

 

Click on Transaction Lines Button

 

Item

XXAA-10001009

 

Revision

Choose “A” from LOV

 

Subinventory

Stores

 

Quantity

100

 

Account

01-580-7740-0000-000

 

 

Click on Save icon

 

 

Close the windows.

                               

 

Step 3: View the On Hand Quantity

 

Navigation:                         Inventory > On Hand, Availability > On – Hand Quantity

 

Screen:                 Find On-Hand Quantities (M1)

 

Choose M1 Organization

 

 

Region

Field Name

Values

 

 

 

 

Organization

M1

 

Item

XXAA-10001009

 

Description

Defaults from item Master

 

 

 

Display

 

 

 

Detailed

Check the Box

 

 

Click on Find Button

 

 

Detailed On-Hand Quantities window opens

 

 

Observe the following details

 

Organization

M1

 

Item

XXAA-10001009

 

Subinventory

Stores

 

UOM

Ea

 

Revision

A

 

On-Hand Qty

100

 

 

Close the Window.

 

 

29.    Lot Controlled Items

 

Step 1: Define a new item with Lot control enabled

 

Navigation: Items > Item Master

 

Screen: Master Item

 

Enter the Following:

 

Name

XXAA-10001010

Description

Purchased Item  Lot Controlled

 

Go to                      (M) Tools > Copy From

 

Screen:                 Copy From

 

Select the Following:

 

Template

Purchased Item

 

Press                      (B) Done

 

Screen:                 Master Items

 

Enter the Following:

 

Region

Field Name

Values

Main

 

 

 

Use Item Type

Purchased Item

 

Item Status

Active

 

Conversions - Both

Yes

Inventory

 

 

 

Lot Control

Choose “Full Control

 

Lot Starting Prefix

LOT

 

Lot Starting Number

001

 

 

 

Purchasing

List Price

10

 

Save your work. (Ctrl + S)

 

Go to                      (M) Tools > Organization Assignment

 

Screen:                 Organization Assignment

 

Assign Item:                        XXAA-10001010 to M1 and XXAA Organization

 

                                                Click on Save icon

 

Step 2: Perform a Miscellaneous Transaction with the item defined above

 

Navigation:                         Inventory > Transactions > Miscellaneous Transaction   (Choose M1 Org)

 

Screen:                 Miscellaneous Transaction (M1)

 

 

Region

Field Name

Values

Transaction

 

 

 

Date

Defaults to Today’s date

 

Type

Choose “Miscellaneous Receipt

 

Source

Leave Blank

 

Account

Leave Blank

 

 

 

Transaction lines

 

Click on Transaction Lines Button

 

Item

XXAA-10001010

 

Subinventory

Stores

 

Quantity

100

 

UOM

Ea

 

Lot

Leave Blank

 

Account

01-580-7740-0000-000

 

 

 

 

 

Click on Lot / Serial Button

Screen: Lot Entry (M1)

 

Click on “Generate” Button

 

Lot

Lot number displays as per the Parameters set up in Org.

“ Sxxxxx” or “LOXXAAx”

 

Qty

50

 

 

Click on “Generate” Button

 

Lot

Lot number displays as per the Parameters set up in Org.

“ Sxxxxx” or “LOXXAAx”

 

Qty

50

 

 

Click on Done button

 

 

Click on Save icon

 

 

Close the windows.

                               

 

Step 3: View the On Hand Quantity

 

Navigation:                         Inventory > On Hand, Availability > On – Hand Quantity

 

Screen:                 Find On-Hand Quantities (M1)

 

Choose M1 Organization

 

 

Region

Field Name

Values

 

 

 

 

Organization

M1

 

Item

XXAA-10001010

 

Description

Defaults from item Master

 

 

 

Display

 

 

 

Detailed

Check the Box

 

 

Click on Find Button

 

 

Detailed On-Hand Quantities window opens

 

 

Observe the following details

 

Organization

M1

 

Item

XXAA-10001010

 

Subinventory

Stores

 

UOM

Ea

 

On-Hand Qty

100

 

 

Click on Lot / Serial Button

Lot On-Hand Quantities (M1) – XXAA-10001010 Screen Appears

 

Observe the below:

 

Lot

Sxxxx

 

Qty

50

 

Lot

Sxxxx

 

Qty

50

 

 

Close the Windows.

 

 

30.    Serial Controlled Items

 

Step 1: Define a new item with Lot control enabled

 

Navigation: Items > Item Master

 

Screen: Master Item

 

Enter the Following:

 

Name

XXAA-10001011

Description

Purchased Item  Serial Controlled

 

Go to                      (M) Tools > Copy From

 

Screen:                 Copy From

 

Select the Following:

 

Template

Purchased Item

 

Press                      (B) Done

 

Screen:                 Master Items

 

Enter the Following:

 

Region

Field Name

Values

Main

 

 

 

Use Item Type

Purchased Item

 

Item Status

Active

 

Conversions - Both

Yes

Inventory

 

 

 

Serial Generation

Choose “At Receipt

 

Serial Starting Prefix

SC

 

Serial Starting Number

00001

 

 

 

Purchasing

List Price

10

 

Save your work. (Ctrl + S)

 

Go to                      (M) Tools > Organization Assignment

 

Screen:                 Organization Assignment

 

Assign Item:                        XXAA-10001011 to M1, M2 and XXAA Organization

 

                                                Click on Save icon

 

Step 2: Perform a Miscellaneous Transaction with the item defined above

 

Navigation:                         Inventory > Transactions > Miscellaneous Transaction   (Choose M1 Org)

 

Screen:                 Miscellaneous Transaction (M1)

 

 

Region

Field Name

Values

Transaction

 

 

 

Date

Defaults to Today’s date

 

Type

Choose “Miscellaneous Receipt

 

Source

Leave Blank

 

Account

Leave Blank

 

 

 

Transaction lines

 

Click on Transaction Lines Button

 

Item

XXAA-10001011

 

Subinventory

Stores

 

Quantity

100

 

UOM

Ea

 

Account

01-580-7740-0000-000

 

 

 

 

 

Click on Lot / Serial Button

Screen: Serial Entry (M1) appears

 

 

Serial Number entry Mode

Range

Check the Box. (Use the default)

 

Start Serial Number

SC00001

 

End Serial Number

SC00100

 

 

Click on Done button

 

 

Click on Save icon

 

 

Close the windows.

                               

 

Step 3: View the On Hand Quantity

 

Navigation:                         Inventory > On Hand, Availability > On – Hand Quantity

 

Screen:                 Find On-Hand Quantities (M1)

 

Choose M1 Organization

 

 

Region

Field Name

Values

 

 

 

 

Organization

M1

 

Item

XXAA-10001011

 

Description

Defaults from item Master

 

 

 

Display

 

 

 

Detailed

Check the Box

 

 

Click on Find Button

 

 

Detailed On-Hand Quantities window opens

 

 

Observe the following details

 

Organization

M1

 

Item

XXAA-10001011

 

Subinventory

Stores

 

UOM

Ea

 

On-Hand Qty

100