Oracle Applications: Oracle Inventory Training Manual

Oracle Inventory Terminology

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”.

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 1^st 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 2^nd 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
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 as “Prespecified”

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
		Click on Lot / Serial Button
Serial OH Quantities (M1) – XXAA-10001011 Screen Appears		Observe the below:
	Serial	SC00001 to SC00100 appears

		Close the Windows.

31. Revision / Locator / Lot / Serial Controlled Items

Step 1: Define a new item with Revision / Locator / Lot / Serial control enabled

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name	XXAA-10001012
Description	Purchased Item Revision / Locator / Lot / Serial control enabled

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”

	Revision Control	Check the box to enable revision Control on this item

	Lot Control	Choose “Full Control”
	Lot Starting Prefix	LT
	Lot Starting Number	001

	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-10001012 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-10001012
	Revision	Choose “A”
	Subinventory	Stores
	UOM	Ea
	Locator	1.1.1
	Quantity	100

		Click on Lot / Serial Button
Screen: Lot Entry (M1) appears
		Click on “Generate” button
	Lot	LOT001 Appears
	Qty	Enter “50” and Tab
		Click on “Generate” button
	Lot	LOT002 Appears
	Qty	Enter “50”
		Stay on LOT001 Line
		Click on Serial Button
Screen: Serial Entry (M1) appears
Serial Number entry Mode	Range	Check the Box. (Use the default)
	Start Serial Number	Enter “SC00001” and Press Tab
	End Serial Number	SC00050 ( Appears)
		Click on Done button
		Stay on LOT002 Line
		Click on Serial Button
Screen: Serial Entry (M1) appears
Serial Number entry Mode	Range	Check the Box. (Use the default)
	Start Serial Number	Enter “SC00051” and Press Tab
	End Serial Number	SC00100 ( Appears)
		Click on Done button
		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-10001012
	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-10001012
	Subinventory	Stores
	Revision	A
	UOM	Ea
	Locator	1.1.1
	On-Hand Qty	100
		Click on Lot / Serial Button
Lot OH Quantities (M1) – XXAA-10001012, A Screen Appears		Observe the below:
	Lot	LOT001
	Qty	50
	Lot	LOT002
	Qty	50
		Stay on LOT001 Line
		Click on “Serial” Button
Serial OH Quantities (M1) – XXAA-10001012, A Screen Appears
	Serial	SC00001 to SC00050 Appears. Close the window
		Stay on LOT002 Line
		Click on “Serial” Button
Serial OH Quantities (M1) – XXAA-10001012, A Screen Appears
	Serial	SC00051 to SC000100 Appears

		Close the Windows.

32. Miscellaneous Transactions

With a miscellaneous transaction you can issue material to or receive material from general ledger accounts in your current organization. This allows you to issue material to groups that are not inventory, receiving, or work in process such as a research and development group or an accounting department. You can also make manual adjustments to the general ledger by receiving material from one account to inventory, and then issuing that material from inventory to another account.

You can use your user-defined transaction types and sources to further classify and name your transactions. You can use this feature to issue items to individuals, departments, or projects; or to issue damaged items to expense accounts such as scrap. You can perform the receipts for items that were acquired by means other than a purchase order from a supplier. You can also use this feature to load all item on-hand quantities when you start implementing Oracle Inventory.

We have seen Miscellaneous Receipts in the above sessions. There are other types of miscellaneous transactions which are:

1. Miscellaneous Issues.

2. Account Aliases Issues / Receipts.

Step 1: Perform Miscellaneous Issue item XXAA-10001008 who’s current on Hand qty is 100

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 Issue”
	Source	Leave Blank
	Account	Leave Blank

Transaction lines		Click on Transaction Lines Button
	Item	XXAA-10001008
	Subinventory	Stores
	Locator	1.1.1
	Quantity	40
	Account	01-580-7740-0000-000
		Click on Save icon
		Close the windows.

Step 2: 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	60 (Depleted to 60 from earlier on Hand 100)
		Close the Window.

33. Define Account Aliases

An account alias is an easily recognized name or label representing a general ledger account number. You can view, report, and reserve against an account alias. During a transaction, you can use the account alias instead of an account number to refer to the account.

Navigation: Inventory > Set Up > Account Aliases (Choose M1 Organization)

Screen: Account Aliases (M1)

Field Name	Values
	Click on New Icon
Alias	XXAA-MISC-TRANSACTION
Description	XXAA-MISC-TRANSACTION
Account	01-520-7740-0000-000
Effective On	Today’s Date defaults
	Click on Save icon

34. Account Alias Receipt

Step 1: Perform Account Alias Receipt for item XXAA-10001008 whose current on Hand qty is 60

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 “Account alias receipt”
	Source	Choose XXAA-MISC-TRANSACTION
	Account	Leave Blank

Transaction lines		Click on Transaction Lines Button
	Item	XXAA-10001008
	Subinventory	Stores
	Locator	1.1.1
	Quantity	40
		Click on Save icon
		Close the windows.

Step 2: 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 (Replenished to 100 earlier on Hand 60)
		Close the Window.

35. Account Alias Issue

Step 1: Perform Account Alias issue for item XXAA-10001008 whose current on Hand qty is 100

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 “Account alias Issue”
	Source	Choose XXAA-MISC-TRANSACTION
	Account	Leave Blank

Transaction lines		Click on Transaction Lines Button
	Item	XXAA-10001008
	Subinventory	Stores
	Locator	1.1.1
	Quantity	20
		Click on Save icon
		Close the windows.

Step 2: 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	80 (On Hand Qty 80 from earlier 100)
		Close the Window.

36. Sub Inventory Transfers

You can transfer material within your current organization between subinventories, or between two locators within the same subinventory. You can transfer from asset to expense subinventories, as well as from tracked to non-tracked subinventories. If an item has a restricted list of subinventories, you can only transfer material from and to subinventories in that list. Oracle Inventory allows you to use user-defined transaction types when performing a subinventory transfer.

Step 1: Perform a Sub Inventory Transaction with Serial Controlled item XXAA-10001011

Navigation: Inventory > Transactions > Sub Inventory Transfer (Choose M1 Org)

Screen: Subinventory Transfer (M1)

Region	Field Name	Values
Transaction
	Date	Defaults to Today’s date
	Type	Choose “Subinventory Transfer”
	Source	Leave Blank
	Account	Leave Blank

Transaction lines		Click on Transaction Lines Button
	Item	XXAA-10001011
	Subinventory	Stores
	Quantity	25
	To Subinv	FGI
		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	SC00025
		Click on Done button
		Click on Save icon
		Close the windows.

Step 2: 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	75
		Click on Lot / Serial Button
Serial OH Quantities (M1) – XXAA-10001011 Screen Appears		Observe the below:
	Serial	SC00026 to SC00100 appears
		Close the Windows.
	Organization	M1
	Item	XXAA-10001011
	Subinventory	FGI
	UOM	Ea
	On-Hand Qty	25
		Click on Lot / Serial Button
Serial OH Quantities (M1) – XXAA-10001011 Screen Appears		Observe the below:
	Serial	SC00001 to SC00025 appears
		Close the Windows.

37. Inter organization Transfers

You can transfer material from your current organization to another organization, or from your current organization to intransit inventory.

To enable inter org transfers, prerequisites is to define Shipping networks and it is defined in our earlier session.

Navigation: Inventory > Transactions > Inter-Organization Transfer (Choose M1 Org)

Screen: Inter-Organization Transfer (M1)

Step 1: Perform Direct Inter Org Transfer with Revision Controlled item XXAA-10001009

Enter the Following:

Region	Field Name	Values
Transaction
	Date	Today’s Date defaults
	To Org	Choose M2 from the LOV
	Type	“Direct Org Transfer” Defaults from Shipping Network

Shipment
	Type	“Do not use in-transit inventory” defaults
	Number
	Fright	DHL
	Waybill/Airbill	XXAA123
	Containers
		Click on Transaction Lines
Direct Org Transfer (M1) screen Appears
	Item	XXAA-10001009
	Revision	A
	Sub Inventory	Stores
	To Sub Inv	Stores
	UOM	Ea
	Quantity	25
	Percent of Transaction value	7 ( defaults from Shipping network)
	Account	01-520-7220-0000-000 ( defaults from Shipping network)
		Click on Save icon
		Close the Windows.

Step 2: Change the Organization to (M2)

Navigation: Inventory > Change Organization (Choose M2 Organization from List of values)

Step 3: View the On Hand Quantity for XXAA-10001009

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

Screen: Find On-Hand Quantities (M1)

Choose M2 Organization

Region	Field Name	Values

	Organization	M2
	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	M2
	Item	XXAA-10001009
	Subinventory	Stores
	UOM	Ea
	On-Hand Qty	25
		Close the Windows.

38. Move Orders

· Move orders are requests for the movement of material within a single organization.

· Manage all material requisition and request processes within an organization by manually or automatically creating, approving, and transacting a move order.

· Used for movement of material within a warehouse or facility for purposes like replenishment, material storage relocations, and quality handling.

Step 1: Define a new item for Move Orders Cycle testing

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name	XXAA-10001013
Description	Purchased Item Move order

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 “Dynamic Entry”

Purchasing	List Price	10

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001013 to M1 and XXAA Organization

Click on Save icon

Step 2: Review the time-out periods and time-out actions for move orders in organization M1. Verify that the time-out period is 0 for automatic approval

Navigation: Inventory > Setup > Organizations > Parameters

Screen: Organization parameters

Field Name	Remarks
	Stay on the Inventory Parameters tab
Move Order Timeout Period	Enter “0”
Move Order Timeout Action	Approve Automatically
	Click on Save icon and Close the window.

Step 3: Create a miscellaneous receipt for 500 pieces of your item XXAA-10001013 and receive them into two locators, 01.1.1 and 02.1.1.

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-10001013
	Subinventory	FGI
	Locator	Enter “03.1.1”
	Quantity	250
	Account	01-580-7740-0000-000
		Tab to the Next Line
	Item	XXAA-10001013
	Subinventory	FGI
	Locator	Enter “04.1.1”
	Quantity	250
	Account	01-580-7740-0000-000

		Click on Save icon
		Close the windows.

Step 4: 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-10001013
	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-10001013
	Subinventory	FGI
	UOM	Ea
	Locator	03.1.1..
	On-Hand Qty	250

	Organization	M1
	Item	XXAA-10001013
	Subinventory	FGI
	UOM	Ea
	Locator	04.1.1..
	On-Hand Qty	250

Step 5: Create a move order for your item. Move 10 pieces from one of the FGI subinventory locators you received. Make a note of the move order number.

Navigation: Inventory > Move Orders > Move Orders

Screen: Move Orders (M1)

Region	Field Name	Values

	Number	Tab out of the Number field to have this automatically assigned.
	Description	XXAA-10001013
Default		Tab through the Default section (this will give you more flexibility in the body of the transaction.) Stay on Item tab
	Line	1 Defaults
	Item	XXAA-10001013
	UOM	Ea Defaults
	Transaction Type	NL Sub-inventory Transfer
	Date Required	Defaults to Today’s date
		Click on the Source tab
	Subinventory	Choose “FGI”
	Locator	03.1.1..
		Click on the Destination tab
	Subinventory	Choose “FloorStock”

Approve your move order		Click on “Approve” Button
		Note your move order number. The transaction is committed by the Approve step

Step 6: Find your move order number.

Navigation: Inventory > Move Orders > Transact Move Orders

Screen: Find Move Order Lines (M1)

1. Enter your move order number on the Header tab and press Tab.

2. Click Find.

Step 7: Allocate the line of the move order you created.

1. Select the line of the move order you created. Click on View/Update Allocations button.

2. Review the details of your move order

3. Click on Transact button.

4. Close the windows

Step 8: View the results to make sure your material moved

Navigation: Inventory > On-hand, Availability > On-hand Quantity

Screen: Find On-hand Quantities (M1)

1. Fill in your item XXAA-10001013 and click on Find button

3. Check your subinventories to see that the Quantities of items changed.

Organization	Item	Subinventory	UOM	Locator	On-Hand Qty
M1	XXAA-10001013	FGI	Ea	03.1.1..	240
M1	XXAA-10001013	FGI	Ea	04.1.1..	250
M1	XXAA-10001013	FloorStock	Ea		10

39. PO Receipting

This practice covers creating a purchase order and following it through the approval and receiving process.

Steps 1: Creation of Purchase Orders

Navigation: Purchasing > Purchase Orders> Purchase Orders

Screen: Purchase Orders

Scenario: Manually creating Standard Purchase Orders with Item Number

Observe the following:

Field	Values
Type	Standard Purchase Order
Created	SYS DATE
Ship-To	Defaults based on your Financial Options. Choose “M1- Seattle”
Bill-To	Defaults based on your Financial Options. Use Default “V1- New York City”
Currency	Functional currency. Defaults to “USD”
Buyer	Your name defaults. For Mfg user “Smith, Mr. Jonathan” defaults
Status	Incomplete
Total	0.00

Select the following:

Region	Field	Values
Header Level
	Supplier	Choose “Advanced Network Devices
	Supplier Site	Choose “FRESNO”
	Description	Free form text field to enter information

		Click on the PO Lines
Items
	Item	Select your Item “XXAA-10001001”
	Quantity	10 (enter)
	Price	1 (enter)
	Need By Date	Select from Calendar Today’s Date
	Promised Date	Optionally choose

Observe the following:

Region	Field	Values
Items	Number	Defaults 1
	Type	Defaults to GOODS type
	Category	Defaults based on Item choosen above
	Description	Defaults based on Item choosen above
	UOM	Defaults based on primary UOM of Item choosen above
	Amount	10.00

Press (B) Shipment

Screen: Shipments

Observe the Following:

Region	Field	Values
Shipments
	Num	Defaults to 1
	Org	Defaults based on Ship to Location at header.
	Ship-To	Defaults based on Ship to Location at header.
	UOM	Defaults from Line level
	Quantity	Defaults from Line level
	Need-By	Defaults from Line level

Press (B) Receiving Controls

Screen: Receiving Controls

Observe the Following:

Region	Field	Values
Receipt Date
	Days Early	Defaults based on Item-Org level values. Can override.
	Days Late	Defaults based on Item-Org level values. Can override.
	Action	Defaults based on Item-Org level values. Can override.
Over Receipt Quantity
	Tolerance	Defaults based on Item-Org level values. Can override.
	Action	Defaults based on Item-Org level values. Can override.
Miscellaneous
	Allow Substitute Receipt	Defaults based on Item-Org level values. Can override.
	Receipt Routing	Defaults based on Item-Org level values. Choose “Standard”
	Enforce Ship-To	Defaults based on Item-Org level values. Can override.

Press (B) OK

Screen: Shipments

Press (B) Distributions

Screen: Distributions

Observe the Following:

Region	Field	Values
Destination
	Num	Defaults 1
	Type	Defaults based on Item type used. Optionally can change .
	Quantity	Defaults from shipment line qty
	GL Date

Select the Following:

Region	Field	Values
Destination
	Requestor	(Your name) Leave Blank
	Deliver To	M1-Seattle
	Sub Inventory	Stores
	Charge Account	(Click) Defaults. Can override for an Expense item.

Observe the following:

Region	Field	Values
More
	Accrual Account	Defaults. Can override for an Expense item
	Budget Account	Defaults. Can override for an Expense item
	Variance Account	Defaults. Can override for an Expense item

Save your work. (Ctrl + S)

Return to the Purchase Orders Screen by closing the Distribution and Shipments screens

Please Note your Purchase Order Number #

Steps 2: Approval of Purchase Order

Press (B) Approve

Screen: Approve Document

Press (B) OK

Your Purchase order is approved.

Steps 3: Receipt of Purchase Order

Navigation: Inventory > Transactions > Receiving > Receipts

Screen: Find Expected Receipts (M1)

Choose the appropriate Inventory organisation code where the Receipts are being made.

Select the following:

Field	Values
Purchase order	(select your purchase order)

Alternatively enter other search information.

Press (B) Find

Screen: Receipt Header

Enter the relevant information such as Packing slip, Way bill number etc.

Click on the lower half of the screen below the Receipt header

Screen: Receipts

Select the Line you wish to receive by checking the check box against that line

Observe: All the entered fields become highlighted.

Please note that all the Shipment lines against the subject Purchase order appear. The quantity against each lines indicate the Open PO quantity eligible for Receipt.

Save your work. (Ctrl +S)

Please Note your Receipt Number by clicking (B) Header

Navigation: Inventory > Receiving > Receipts > Receiving Transactions

Screen: Find Receiving Transactions

Note: For Receiving Transactions supports receipts which have receipt routing set as Standard or inspection required.

Select the Following:

Region	Field	Values
Supplier and Internal
	Source Type	All
	Receipt	Enter the Receipt number created above
	Purchase Order
	Requisition
	Supplier

Press (B) Find

Screen: Receiving Transactions

Select the line you wish to receive by checking the check box against that line.

Save your work. (Ctrl + S)

Steps 4: Verify On-Hand Quantity

Navigation: Inventory > On-hand, Availability > On-hand Quantity

Screen: Find On-hand Quantities (M1)

1. Fill in your item XXAA-10001001 and click on Find button

2. Check your subinventories to see that the Quantities of items received.

Organization	Item	Subinventory	UOM	On-Hand Qty
M1	XXAA-10001001	Stores	Ea	10

Steps 5: Check Material Distributions

Navigation: Inventory > Transactions > Material Transactions

Screen: Find Material Transactions (M1)

Select your item “XXAA-10001001” and Tab.

Click on find button

View information in the following tabbed regions

Location: Displays the item, subinventory, locator, revision, transfer locator, transfer subinventory, transfer organization, transaction date, and transaction type information.

Intransit: Displays the item, shipment number, waybill/airbill number, freight code, container, quantity, and transaction type information.

Reason, Reference: Displays the item, transaction reason, transaction reference, costed indicator, supplier lot, source code, source line ID, and transaction type information.

Transaction ID: Displays the item, transfer transaction ID, transaction header number, receiving transaction ID, move transaction ID, transaction UOM, completion transaction ID, department code, operation sequence number, transaction quantity, transaction ID, transaction date, source type, source, transaction type, source project number, source task number, project number, task number, to project number, to task number, expenditure type, expenditure organization, error code, and error explanation information.

Transaction Type: Displays the item, source, source type, transaction type, transaction action, transaction UOM, transaction quantity, transaction ID, and transaction date information.

To view transaction distribution information:

Choose the Distributions button.

The Material Transactions Distributions window displays transaction dates and five tabbed regions: Account, Location, Type, Currency, and Comments.

Account: Displays the account, transaction value, item, revision, and the accounting type.

Location: Displays the subinventory, locator, operation sequence, and transaction ID.

Type: Displays the transaction type (such as miscellaneous issue, sales order issue, or cycle count adjustment), source type (the origin of the inventory transaction), source (such as account number), the UOM, and the primary quantity (in the item's primary UOM).

Currency: Displays currency, the transaction value (for foreign currency), and displays the conversion (exchange) rate, type (such as Spot, Corporate, or User Defined), and exchange rate date.

Comments: Displays transaction reason, transaction reference, and the general ledger batch ID (if transferred to the general ledger).

40. On-Hand Availability

· Oracle Inventory provides a variety of windows to view on–hand quantities, reservations, supply/demand, available to promise, supply chain available to promise, and capable to promise information.

· Depending on the function security assigned to your responsibility, you can view the on–hand quantities for an item in a single organization or across all organizations. Your function security determines whether you have the ability to look across multiple organizations

Navigation: On-Hand, Availability > On-Hand Quantity

Choose from the List of Values, the desired Inventory organisation

Screen: Find On-Hand Quantities (M1)

Step 1: To narrow the focus of the information you want to view, enter search criteria for the following fields:

· Item: Enter an item whose quantities you want to view.

· Revision: If the item is under revision quantity control enter a value to view on-hand quantities for that revision only.

· Subinventory: Enter a subinventory to view on-hand quantities in that subinventory only.

· Locator: If under locator control, enter a locator to view on-hand quantities for that locator only.

· Lot: If the item is under lot control, enter a lot number to view on-hand quantities for that lot only.

· Quantity: Enter a range of quantities to limit the search.

Step 2: Select how you want to display the information:

Item: Display the on-hand quantity by item.

Revision: Display the on-hand quantity for each revision of the item or a specific revision.

Subinventory: Display the on-hand quantity for the item in each subinventory or a specific subinventory in which it is located.

Detailed: Display the on-hand quantity for the item in each subinventory and locator or a specific subinventory and locator in which it is located.

Step 3: Choose the Find button to start the search.

The information displays in a detail folder window corresponding to the quantity type and display options you select.

Requesting the Multi-Organization Quantity Report

Use the Multiple Organization Inventory Report to show the inventory quantity on hand for items in more than one organization. The report has no limitations on the number of organizations you can enter. The report is sorted by inventory item for all of the organizations. You can include quantities that are in transit. If you have revision control items, you can report on the revision quantities individually (for each revision) or summed for the item. You can run the report for all items, or you can specify a range of items

Navigation: Inventory > On-Hand, Availability > Multi-Organization Quantity

Screen: Run Multi-Organization Quantity Report

Region	Field	Values
Include
	Revision Detail	Check the box
	Non-Nettable Subinventories	Check the box
	Expense Sub Inventories	Check the box
	In-Transit Quantities	Check the box
	Cost Detail	Check the box

	Format	Use Default
Items
	Low	XXAA-10001001
	High	XXAA-10001013
		Click on OK

Organizations	Seq	10
	Code	Choose “M1”
	Name	Defaults

	Seq	20
	Code	Choose “M2”
	Name	Defaults

		Click on Run Button to submit the report.

View the report ran above using the below Navigation.

Navigation: View (M) > Requests > Find Requests > Find

Allow program to complete Successfully.

Click on View output button and review.

41. ABC Analysis

Step1: Defining ABC Classes

You use ABC classes to identify the value groupings to which your items belong. You define these classes using your own terminology. For example, you might define classes High, Medium, Low, and later assign your items of highest rank to the High class, those of lower rank to the Medium class, and those of lowest rank to the Low class. You can add to the list of classes you have already defined

Attention: You must assign an ABC class to at least one ABC group.

You can use ABC classes to group items for a cycle count where you count "A" items more frequently than "B" items. When you use ABC classes in this way, you perform an ABC analysis and assign items to classes based on the results of that analysis.

Navigation: Inventory > ABC Codes > ABC Classes

Screen: ABC Classes (M1)

DO NOT TYPE OVER EXISTING DATA! Click on New icon

Class name	Description	Inactive On
Enter “XXAA-Class A”	Most Important Items
Enter “XXAA-Class B”	Medium Importance Items
Enter “XXAA-Class C”	Lower Importance Items

Click on Save icon and Close the Window.

Step2: Defining and Running an ABC Compile

You can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization. You choose the compilation criterion, the scope of your analysis, the cost type to use in determining item values, and any additional information that may be conditionally necessary, based on your compilation criterion. The combination of all these parameters constitutes an ABC compile header, identified by the ABC compile name. You use this name to identify any activity pertaining to this ABC analysis.

Navigation: Inventory > ABC Codes > ABC Compiles

Screen: ABC Compiles (M1)

Navigate to the ABC Compiles folder window and choose New. The Define ABC Compile window appears.

2. Enter a unique name for the ABC compile.

3. Determine the scope of the analysis by selecting the content level for items to include in the compile.

If you use the entire organization, Oracle Inventory includes all items defined for your current organization in the ABC compile, even those with zero cost or zero quantity. If you use a particular subinventory, Oracle Inventory includes all items for which you have defined an item/subinventory relationship.

Attention: You cannot compile an ABC analysis for a subinventory that is defined as a non-quantity tracked subinventory. You can, however, use non-asset (expense) subinventories for which you track quantities.

4. Select the valuation scope for determining the ranking of items.

Ranking must be done at the Organization level if you did not select a subinventory in the Content Scope field.

If you only want to include items in a subinventory but you want the ranking to be done based on the organization wide ranking, select Organization.

5. Select the compile criterion or method of ranking items in the ABC compile.

Oracle Inventory uses the compile criterion to value the items you include in your ABC compile. After determining each item's compile value, Oracle Inventory ranks all the items in your ABC compile.

6. Enter a cost type.

You can select a value here only if you selected Current on-hand quantity, Current on-hand value, Forecasted usage quantity, Forecasted usage value, MRP demand usage quantity, or MRP demand usage value in the Criterion field. If you are compiling by quantity criterion, the cost type is used for reporting purposes only.

7. Select an MRP forecast name.

You can select a value here only if you selected Forecasted usage quantity or Forecasted usage value in the Criterion field.

8. Select an MRP plan name.

You can enter a value here only if you enter MRP demand usage quantity or MRP demand usage value in the Criterion field.

9. Enter a start (from) date.

You must enter a value in this field if you choose an option other than Current on-hand quantity or Current on-hand value in the Criterion field.

10. Enter an end (to) date.

You must enter a value in this field if you choose an option other than Current on-hand quantity or Current on-hand value in the Criterion field.

Click on New button.

Region	Field	Values
	Compile Name	Enter “XXAA-Compile”
	Description	XXAA-Compile
Content Scope	Organization
	Subinventory	Check the Box
		Choose “Stores”
Valuation Scope	Organization
	Subinventory	Check the Box
Compile Specification
	Criterion	Choose “Current on hand quantity”
	Cost Type	Defaults to ‘Frozen”
		Click on Save icon
To run an ABC compile		Click on Compile button
		This submits a request to run the compile program

Step3: To view ABC Compile results:

Navigation: Inventory > ABC Codes > ABC Compiles

Choose Open Button

Screen: Define ABC Compile (M1)

Go To View Menu, Query by Example and Select Enter

Enter Compile name: XXAA-Compile

Go To View Menu, Query by Example and Select Run

XXAA-Compile window appears

Go To Tools Menu, View Compile

Step4: Defining ABC Assignment Groups

ABC assignment groups associate ABC classes with an ABC compile. You assign items to ABC classes within a particular group. This allows you to assign items to different ABC classes in different groups.

Navigation: Inventory > ABC Codes > ABC Assignment Groups

Screen: ABC Assignment Groups (M1)

Click on New icon

Group Name

Compile Name

Sub Inventory

Valuation Scope

Enter “XXAA-AG-M1-Current-OH Qty”

Choose from LOV

“XXAA-Compile”

Stores defaults

Restricted to subinventory

defaults

Click on Save icon

Choose “Group Classes” Button

Step 5: To enter classes to use with an ABC group:

The ABC Group Class Assignments window appears.

Priority	Class Name	Description
1	Choose “XXAA-Class A”	Most Important Items Defaults
2	Choose “XXAA-Class B”	Medium Importance Items
3	Choose “XXAA-Class C”	Lower Importance Items
		Click on Save icon Click on “Assign Items” Button

Step 6: Defining ABC Item Assignments

You can assign and update ABC classes to an ABC assignment group where an ABC compile was also entered. From the ABC Descending Value Report you determine the cutoff points for assigning ABC classes. You can then use the classifications for other purposes such as determining how often you cycle count a given item.

Screen: Assign ABC Items (M1)

Class	Seq	Remarks
XXAA-Class A (defaults)	Enter “10”	Rest of the fields defaults after entering Seq
XXAA-Class B (defaults)	Enter “30”	Rest of the fields defaults after entering Seq
XXAA-Class C (defaults)	Defaults to last Item number	Rest of the fields defaults after entering Seq
		Click on Save icon Click on “Assign” Button. Concurrent Program runs.

Observe the following documentation on defining ABC assignments:

Navigate to the Assign ABC Items window, or navigate to the ABC Assignment Groups window and choose the Assign Items button.

Enter the ABC group for which to assign items to classes.

If you navigate from the ABC Assignment Groups window this field is already entered

The Compile Name, Subinventory, Number of Items, and Total Compile Value fields display information for the compile used by the ABC Group.

Specify the cutoff point for each ABC class. Each ABC class must have at least one item assigned to it, and all items in the ABC compile must be assigned to an ABC class. You can use any of the following fields to determine the cutoff points:

Seq: You can enter the sequence number from the ABC Descending Value Report for the last item to be included in each ABC class. Oracle Inventory automatically calculates this value if you choose to assign classes by another method. Oracle Inventory displays the last sequence number as the default for the last class.

Inventory Value: You can enter the cumulative value from the ABC Descending Value Report for the last item to include in each ABC class. Oracle Inventory automatically calculates the maximum value. This maximum value is restricted to the total inventory value compiled and is displayed in the Total Compile Value field. Oracle Inventory displays the total inventory value as the default for the last class.

% Items: You can enter the percent of number of items compiled from the ABC Descending Value Report to include in each class. Oracle Inventory automatically calculates this value if you choose to assign classes by another method.

% Value: You can enter the percent of total compile value from the ABC Descending Value Report to include in each class. Oracle Inventory automatically calculates this value if you choose to assign classes by another method.

Attention: It is possible to have several items in the ABC compile with zero value. If any item with zero value is in a class other than the last class, you may only assign items using the sequence number or item percent.

4. Choose the Assign button to launch the concurrent request to assign the items to the classes in the ABC group.

42. Cycle Count

Cycle counting is a process used to periodically count selected items in the inventory to make sure that the actual inventory balances agree with the computer records. By setting up a cycle counting program, you can count practically all items in the inventory over a period of 12 months. This eliminates the need for an annual physical inventory, though some companies do both. In the Oracle Inventory application, the cycle counting process starts with assigning an ABC value to each item. Then you select the frequency of counts per year for each category of items. You want to count A class items more often than C class items.

Before creating a cycle count, you need to generate ABC codes and assign items to these ABC codes. Also, for items that you intend to cycle count, the Item attribute “Cycle Count Enabled” must be set to “Yes”

Defining and maintaining a Cycle Count

A combination of parameters constitutes a cycle count header, identified by the cycle count name. You use this name to identify any activity pertaining to this cycle count.

You can define and maintain an unlimited number of cycle counts in Oracle Inventory. For example, you can define separate cycle counts representing different sets of Subinventories in your warehouse.

Prerequisites

Define ABC classes.

Define your workday calendar.

When determining cycle count classes based on ABC analysis, you must compile an ABC analysis and assign your compiled items' ABC classes.

Items that you intend to cycle count, the Item attribute “Cycle Count Enabled” must be set to “Yes”

Step1: To define a new cycle count:

Navigation: Inventory > Counting > Cycle Counting > Cycle Counts

Choose (M1) Organization

Screen: Cycle Counts Summary (M1)

Choose New to open the Cycle Counts window.

Screen: Cycle Counts (M1)

Region	Fields	Values
	Name	XXAA-Cycle Count
	Description	XXAA-Cycle Count
	Calendar	Vision01 (Use the default for training purposes)
	Adjustment Account	01-580-7740-0000-000

		Stay on Scope and Control Tab
Count Controls	Inactive On	Leave it Blank
	Late Days	Enter “1”
	Starting Seq	Enter “1”
	Unscheduled Entries	Check the Box.
	Display System Qty”	Check the Box.

Count Sub Inventories		Select “Specific”
	SubInventory	Enter “Stores”

Automatic Recounts		Check the Box
	Maximum	Enter 1

		Click on Serial and Schedule Tab
Serial Control Option
	Count	Use the default “Not Allowed”
	Detail
	Adjustment
	Discrepancy

Auto Schedule
	Frequency	Choose “Daily”. Available values are Daily, weekly, Period
	Next Date	Choose date from the calendar.

		Click on Adjustments and ABC Tab
Approval	Required	Choose “If out of Tolerance” from LOV
	Tolerances Qty Variances	Enter +10 and –10 %age

ABC Initialization	Group	Choose “XXAA-AG-M1-Current-OH Qty” from LOV

		Click on Save icon
		Choose the Classes button
		Cycle Count Classes (M1) window opens
Classes	Name	Choose “XXAA-Class A” from LOV
	Counts per Year	6
		Click on the next line
	Name	Choose “XXAA-Class B” from LOV
	Counts per Year	4
		Click on the next line
	Name	Choose “XXAA-Class C” from LOV
	Counts per Year	2
		Close the Cycle Count Classes window
		Click on Items Button
		Cycle Count Items (M1) window opens
Items	Class Name	Choose XXAA-Class A
	Item	Choose 3 to 4 Items from LOV Items belonging to XXAA-Class A. Items can be picked from ABC Compile report
	Class Name	Choose XXAA-Class B
	Item	Choose 3 to 4 Items from LOV Items belonging to XXAA-Class B. Items can be picked from ABC Compile report
	Class Name	Choose XXAA-Class C
	Item	Choose 3 to 4 Items from LOV Items belonging to XXAA-Class C. Items can be picked from ABC Compile report
		Click on Save icon
		Close the Cycle Count Items (M1) window.
		Stay on Cycle Counts (M1) Window
		Click on the Tools Menu and choose Cycle Count scheduler
Cycle Count Scheduler Parameters window opens		Select the Include Control Group Items box and Click on OK Button. You will see a message notifying a concurrent program has been kicked off. Click on OK.

Manual Schedule Requests

Note: This is an optional Step.

Use this process to count any items associated with a cycle count at any time. For example, you may suspect the system quantity of an item is incorrect. Even if this is not the automatically scheduled time to count the item, you can still count it using a manual schedule request. All qualifiers are optional. You can enter a combination of qualifiers to perform the manual scheduling.

Navigation: Inventory > Counting > Cycle Counting > Manual Requests.

Screen: Manual Schedule Requests window:

Region	Fields	Values
	Cycle Count Name	XXAA-Cycle Count
	Description	XXAA-Cycle Count (Defaults)
		Click on Find Button
Schedule Requests	Item	Enter the item(s) to be counted.
	Revision	Enter if required
	Subinventory	Enter the Subinventory of the item “Stores”
	Locator	Enter the locator of the item if required
	Lot	Enter the lot of the item if required
	Schedule Date	Enter the date of the count. The date must be today or greater
	Zero Count	Check to count even if the system quantity is zero
		Click on Save icon
		Close the Manual Schedule Requests window

Step2: Generating a Cycle Count Request and Printing the Count listing

Navigation: Inventory > Counting > Cycle Counting > Cycle Counts

Screen: Cycle Count window:

Query the Cycle Count Name “XXAA-Cycle Count” and click on Open Button

Go To Tools Menu

Select Perform Full Cycle Count. It will kick off a concurrent request. Enter the below parameters for the requests.

Choose the Cycle Count name as XXAA-Cycle Count for the request “Generate automatic schedule requests”

Choose the Cycle Count name as XXAA-Cycle Count for the request “Generate cycle count requests”

Select the Cycle Count Listing Report. Cycle Count Listing Parameters window opens. Select the Start and End dates. Choose Stores as Sub Inventory. Check the Box for Display on Hand Quantities.

Select the Submit Request button to run the cycle. Submit a request. It kicks off a Concurrent Request. Click on OK

Step3: Enter Cycle Counts

Navigation: Inventory > Counting > Cycle Counting > Cycle Count Entries

Screen: Cycle Count Entries (M1) window:

Region	Fields	Values
	Cycle Count Name	Enter “XXAA-Cycle Count” and Tab
	Description	XXAA-Cycle Count (Defaults)
		Click on Find Button and a Decision window will open
		Select the Yes button to find all open count requests and the Cycle Count Entries window will reopen.
Count Defaults section	Date	Will display the current date and time
	Counted By	Smith, Mr. Jonathan “Defaults” In Actual Scenario: Enter the name of the person who conducted the count
	Adjustment Account	01-580-7740-0000-000

Count Tab	Count Seq	Will display the count sequence in order of value
	New Count	Is checked if this is a new count request
	Item	Will display the item number to be counted
	Rev	Will display the revision of the item if applicable
	Subinventory	Displays the subinventory if applicable
	Locator	Displays the locator code
	Lot	Displays the lot number
	Serial Number	Displays the serial number
	UOM	Displays the primary unit of measure for the item
	Quantity	Enter the quantity that you counted for your item
In the Count Reference tab:
	Count Seq	Remains the count sequence
	New Count	Remains checked if this is a new request
	Item	Displays the item counted
	Reason	Optional - Enter a reason for the count if desired
	Reference	Optional - Enter a reference
	Counted By	Will default to the Counted By default entered in the Count Defaults section. This can be changed here though.
	Count Date	Will default to the Date entered in the Count Defaults section
		Click on Save Icon
		Note: Adjustments Processed Pops up. Click on OK

Step3: Approve Cycle Counts

This section explains the approval process for cycle count adjustments that Oracle Inventory submits for approval.

At the time a count is entered, the system will compare the count quantity with the on-hand balance quantity. If there is a discrepancy, the system checks the item’s Measurement Error values (an item attribute). If the discrepancy is outside the measurement error, the system checks the approval options and adjustment tolerances defined in the Cycle Count. If the cycle count calls for approvals and the discrepancy is outside the adjustment tolerance, the system will generate a recount request if recounts are turned on in the cycle count, or submit the count for approval. If recounts are turned on and the maximum number of recounts has been reached, the adjustment is submitted for approval.

When Cycle Counts require approval, the person authorized to do approvals must have access to the Count Adjustments Approvals Summary window. Those without approval authority must not have access to this window.

Navigation: Inventory > Counting > Cycle Counting > Approve Counts

Screen: Count Adjustment Approvals Summary window

Region	Fields	Values
	Cycle Count Name	Enter “XXAA-Cycle Count” and Tab
	Description	XXAA-Cycle Count (Defaults)
		Click on Find Button and a Decision window will open
		Select the No button to find all count requests wh8ich requires approval.
Approval Defaults section	Date	Will display the current date and time
	Approver	Smith, Mr. Jonathan “Defaults” In Actual Scenario: Enter the name of the person who Approves the count
	Adjustment Account	01-580-7740-0000-000

In the Adjustments section:

To approve a count, select Approved. The adjustments will post to the transaction manager for processing.

To reject a count, select Rejected. An adjustment is not posted, and there is no further processing of this count.

To request a recount, select Recount. An adjustment is not posted and a recount request is processed.

To display count history information for the current item, select the Count History button. This window displays count and variance information for the current, prior, and first counts.

To approve the count for the current item, select the Open button. You can use this window to view and enter approval and adjustment information for the current line.

Save your work.

43. Physical inventory

Physical inventory is a process to count all items in selected subinventories or all subinventories for an organization. A physical inventory may be defined for a single subinventory, selected subinventories, or an entire inventory organization. Subinventories must be defined as “Quantity Tracked” to be included in a physical inventory. A physical inventory assumes that all on-hand balances within the scope of the physical inventory will be counted.

The physical inventory process takes a snapshot of the on-hand balances, and generates tags for all items with an on-hand balance. Counts are recorded against the tag number and compared to the snapshot quantity. Deltas between the snapshot quantity and the counted quantity will generate adjustment transactions.

Physical inventory counts are generally performed at the end of a fiscal year, although you may create a physical inventory and perform a count at any time. When a count is being performed, material movement transactions may continue, but should be limited and controlled if an accurate count is to be assured. The physical count is compared to a snapshot or frozen on-hand balance quantity, so material movements should not be done from the time the snapshot is taken until the count is completed.

Scenario: Place five items into your subinventory to use for a physical inventory.

Step1: Perform Miscellaneous transactions for five items into Subinventory XXAA-STORES to use for a physical inventory in M1 Organization

Navigation: Inventory > Transactions > Miscellaneous Transaction

Screen: Miscellaneous Transactions (M1)

Fields	Values
Date	(Take the default)
Type	Account Alias Receipt
Source	INVENTORY ADJ
	Click on Transaction Lines Button
Note: Enter all items before saving.
Account Alias Receipt (M1) screen Appears
Item	CM13375
Subinventory	XXAA-STORES
Lot
Quantity	125
UOM	(Take the default)
Reason	Setup
	Press the down arrow key
Item	CM13139
Subinventory	XXAA-STORES
Lot
Quantity	72
UOM	(Take the default)
	Press the down arrow key
Item	AS54888
Subinventory	XXAA-STORES
Lot
Quantity	87
UOM	(Take the default)
Reason	Setup
	Press the down arrow key
Item	AS18947
Subinventory	XXAA-STORES
Lot
Quantity	112
UOM	(Take the default)
Reason	Setup
	Press the down arrow key
Item	AS72111
Subinventory	XXAA-STORES
Lot
Quantity	90
UOM	(Take the default)
Reason	Setup
	Click on the Save icon
	Close the Windows

Step2: Define Physical Inventory and make an Inventory Snapshot. Use the Physical Inventories window to: Setup a physical inventory definition for your subinventory.

Navigation: Inventory > Counting > Physical Inventory > Physical Inventories

Screen: Physical Inventories Summary (M1)

Region	Fields	Values
		Click on New Button
Define Physical Inventory Screen Appears
	Name	XXAA-PHYS
	Description	XXAA Physical Inventory
	Date	(Take the default)
		Tab to the Approval Area
Approvals	Required	Select: If Out of Tolerance
	Quantity	+10% and -10%
	Value	+10% and -10%
		Tab to the Count Subinventories Area
Count Subinventories	Specific	Check the Box
	Subinventory	XXAA-STORES
	Allow Dynamic Tags	Uncheck the Box
		Click on Snapshot button

· Record the concurrent request # ___________________

· Click OK

· Close the Define Physical Inventory screen

· Close the Physical Inventory Summary screen

· Go to the View menu and select Requests

· Click on the Find button in the Find Requests screen

· Verify your concurrent request completes normally

· Close the Requests screen

Step3: Generate Tags. Use the Tag Generation window to: Generate default tags for your physical inventory definition.

Navigation: Inventory > Inventory Counting > Physical Inventory > Tag Generation

Screen: Generate Physical Inventory Tags (M1)

Region	Fields	Values
	Name	XXAA-PHYS
	Description	XXAA Physical Inventory
	Date	(Take the default)
	Tag Type	Select Default
	Show Serial on Tags	Leave Checked
		Tab to the Tags Area
Tags	Starting Tag	XXAA001
	Digit Increments	000111 (Defaults)
	Ending Tag	System calculated
	Number of Tags	System calculated
		Click on Generate button

· Record the concurrent request # ___________________

· Click OK

· Close the Generate Tags screen

· Go to the View menu and select Requests

· Verify your concurrent request completes normally and close the window.

Step3: Enter Counts Use the Tag Counts window to: Enter tag counts using the default tags.

Navigation: Inventory > Inventory Counting > Physical Inventory > Tag Counts

Screen: Physical Inventory Tag Counts (M1)

Region	Fields	Values
	Name	XXAA-PHYS
		Click on the Find button Click on Yes on Decision Box Use arrow keys to move from line to line and enter a count for each item
	AS54888	100
	AS18947	111
	CM13375	125
	CM13139	60
	AS72111	90
		Click on the Save icon Close the window.

Step4: Approve the Adjustments.

Use the Approve Physical Adjustments Summary window to: Approve all the adjustments.

Navigation: Inventory > Inventory Counting > Physical Inventory > Approve Adjustments

Screen: Approve Physical Adjustment Summary (M1)

Region	Fields	Values
	Name	XXAA-PHYS
		Click on the Find button Click No on Decision Box
		Click on the Approve All button
		Click on the Save icon Close the window.

Step5: Launch the Adjustments Program

Use the Physical Inventories Summary window to: Adjust the physical inventory quantities.

Navigation: Inventory > Inventory Counting > Physical Inventory > Physical Inventories

Screen: Physical Inventory Summary (M1)

Fields	Values
	Click on the line which lists your Physical Inventory XXAA-PHYS
	Go to the Tools Menu and select: Launch Adjustments
The Launch Adjustments screen will open
Adjustment Account	01-000-5250-0000-000
	Click on the Launch Adjustments button

· Record the concurrent request # ___________________

· Click OK

· Close the Physical Inventory Summary screen

· Go to the View menu and select Requests

· Verify your concurrent request completes normally and close the window.

Step6: Physical Inventory Report.

Use the Request Window to: Run the Physical Inventory Accuracy Analysis report

Navigation: Inventory > Reports > ABC and Counting

· Select Single Request in the dialog box and click OK.

· Select the report name: Physical Inventory Accuracy Analysis.

· Enter the name of your physical inventory definition “XXAA-PHYS”

· Click on OK and then Submit.

· Record the concurrent request # ___________________

· Click on No.

· Go to the View menu and select Requests.

· Verify your concurrent request completes normally .

· Click on the line which lists your request.

· Click on the View Output button to review the report.

· Close the report output window and the requests screen.

Step7: Purge Physical Inventory

Use the Physical Inventories window to: Run the physical inventory purge program

Navigation: Inventory > Counting > Physical Inventory > Physical Inventories

Screen: Physical Inventories Summary (M1)

· Click on the line which lists your Physical Inventory XXAA-PHYS

· Click on Open Button to verify that the Adjustment Posted box is checked

· Go to the Tools Menu and select: Perform Purge

The Perform Purge screen will open

Select: All in the dialog box.

Click on the Purge button.

Record the concurrent request # __________________.

Click OK.

Close the Physical Inventory Summary screen.

Go to the View menu and select Requests.

Verify your concurrent request completes normally and close the window.

Reopen the Physical Inventories Summary screen to verify the purge has removed your definition “XXAA-PHYS”.

44. Viewing Forecast rules & Forecasts

Guided Practice 1 - Viewing Forecast Rules

Purpose: In this practice you navigate to the Forecast Rules window to view the rules set up for a seasonal forecast.

When you finish this practice, exit the Forecast Rules window and return to the Oracle Inventory navigator.

1. Navigate to the Item Forecast Rules window.

Navigation: Inventory > Setup > Rules > Forecast

2. The Organizations list of values appears. Select the M1 organization from the list of values, and then click the OK button. The Forecast Rules window opens.

3. Press [F11] to enter query mode. In the Rule field, enter Season%. Press [CTRL] + [F11] to execute the query.

4. Forecast rules for a seasonal forecast appear.

5. View the various details about the forecast.

Guided Practice 2 - Viewing Forecasts

Purpose: In this practice you navigate to the Item Forecast Entries window to view a forecast.

When you finish this practice, exit the Forecast Forecast Entries window and return to the Oracle Inventory navigator.

1. Navigate to the Item Forecast Entries window.

Navigation: Inventory > Planning > Forecasts > View Entries

The Forecast Entries window opens.

Press [F11] to enter query mode.

In the Forecast Set field, enter FS%.

Press [CTRL] + [F11] to execute the query.

View the various details about the forecast.

45. Setting up Manual Forecast

In this practice, you will use the Forecast Sets and Forecast Entries windows to set up a manual forecast. After you set it up, you access the Forecast Bucketed Entries window to view your results.

Step1: Create an Item XXAA10001014

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name	XXAA-10001014
Description	Purchased Item Forecast and Reorder Planned Item

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

Purchasing	List Price	10

General Planning
	Inventory Planning Method	Choose “Re-Order Point”
	Planner	Enter “J. Smith”
	Minimum Order Qty	35
	Ordering Cost	45
	Carrying Cost %age	12

Lead Times
	Processing Lead times	5

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001014 to M1, M2 and XXAA Organization

Click on Save icon

Step2: Setting Up a Manual Forecast

Navigation: Inventory > Planning > Forecasts > Sets

Screen: Forecasts Sets (M1)

Region	Field Name	Values
	Forecast Set	XXAA-FCSET
	Description	XXAA-Forecast Set
	Bucket type	Choose “Weeks”
		Leave rest of the fields as Defaults
Forecast Lines	Forecast	XXAA-FCNAME
	Description	XXAA-Forecast Name
		Click on Save icon
		Click on Forecast Items Button
Forecast Items (M1) Opens
	Item	XXAA-10001014
		Rest of the fields defaults from item Master
		Click on Detail Button
Forecast entries (M1) Screen opens
	Date	Enter a start date that is greater than today
	End Date	Enter an end date that is approximately 6 weeks from the start date
		Close the window
		Click on Bucketed detail
Forecasted Bucketed entries screen opens		Review and verify your forecast

Close all the Forecast windows.

46. Re Order Point Planning

· You can perform-reorder point planning for the entire organization.

· You can use Reorder-point planning for items under independent demand.

· You can specify Reorder-point planning as the inventory planning method when you define an item.

· You can use Reorder-point planning for items that you do not need to control very tightly and that are not very expensive to carry in inventory.

Purpose: In this practice, you will use the item defined earlier in Forecast session “XXAA-10001014´to perform Reorder-point planning for that item. You will also run and view the Reorder-point planning report.

Step1: Enter safety stock for the item [XXAA-10001014]

Navigation: Inventory > Planning > Safety Stocks

Screen: Find Item Safety Stocks (M1)

Click the New button

Tab through the default item field and navigate to the Item field. Enter the following information:

Item XXAA-10001014

Effective date Choose Today’s date (example: 01-JAN-2000)

Quantity 50

Click on the Save icon

Step2: Request the Reorder Point Planning report

Navigation: Inventory > Planning > Reorder Point Planning

Screen: Parameters window for the Reorder Point Planning report opens

Enter the following parameters:

Parameters Items under reorder point

Demand cut off date 4 months from now

Supply cut off date 4 months from now

Restock No

Forecast Your forecast “XXAA-FCNAME”

Accept all other defaults

Click the OK button to return to the Reorder Point Planning submit requests window.

Click the Submit button to submit the Reorder Point Planning report.

Write down your request number____________________

Click the No button when prompted to enter another request.

Select (M) View > Requests to view your report. Click on View Output

How many of this item should you reorder?________________

47. Min Max Planning

· You can use Min-max planning for items with independent demand.

· Because you specify the minimum and maximum inventory levels, you can use Min-max planning for those items that you want to tightly control.

· You can perform Min-max planning for the entire organization.

· You can perform Min-Max planning for a specific subinventory.

Step1: Create a Min Max Planned Item

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name	XXAA-10001015
Description	Purchased Item Min Max Planned Item

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

Purchasing	List Price	10

General Planning
	Inventory Planning Method	Choose “Min-Max”
	Planner	Enter “J. Smith”
	Min Max Qty Minimum	500
	Min Max Qty Maximum	3000
	Minimum Order Qty	500
	Maximum Order Qty	1000

Lead Times
	Processing Lead times	5

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001015 to M1, M2 and XXAA Organization

Click on Save icon

Step2: Enter Min Max attributes in Subinventory for the Min Max Planned Item

In this practice, you run your Min-Max report by subinventory, so you need to enter the min-max quantities for the item/subinventory combination, or special item/subinventory.

Navigation: Inventory > Setup > Organizations > Subinventories

Screen: Subinventories Summary (M1)

Select the FGI subinventory

Region	Field Name	Values
		Click on Item / Subinventory Button
Item Subinventories Screen displays		Stay on Planning Tab
		Click on New icon
	Item	Enter XXAA-10001015
	Description	Defaults
	Min Max Planning	Check the Box
	Min Qty	300
	Max Qty	900
		Click on Order Modifiers Tab
	Order Qty Minimum	250
	Order Qty Maximum	600
		Click on Lead times Tab
	Processing	5

		Click on Save icon
		Close the windows.

Note: These general planning attributes affect organization-level planning, not subinventory planning.

Step3: Run Min Max planning report at Sub Inventory level “FGI Sub Inventory”

Navigation: Inventory > Planning > Min Max Planning

Screen: Min Max Planning Parameters

Choose the parameters as below:

Planning level: Subinventory

Subinventory: FGI

Item Selection: Items under minimum quantity (Defaults)

Items From:

Low XXAA-10001015 (Tab)

High XXAA-10001015 (Defaults) Click on OK

Leave rest of the fields with defaults.

Click the OK button to return to the Min Maxa Planning submit requests window.

Click the Submit button to submit the Min Max Planning report.

Write down your request number____________________

Click the No button when prompted to enter another request.

Select (M) View > Requests to view your report. Click on View Output

How many of this item should you Order?________________

48. Replenishment Planning

Recall that replenishment counting is a method of ordering items for nontracked subinventories. You can perform counts for the nontracked subinventories and then have Oracle Inventory check these counts against the minimum quantities that you have specified. Oracle Inventory creates requisitions that are based on the sourcing options that you specify for each item.

Specifying Min-Max Planning

To enter replenishment counts for an item, you must specify subinventory-level min-max planning for the item.

Entering Subinventory-Level Min-Max Minimum and Maximum Quantities

You can use the Min-max method to replenish subinventories. In one replenishment count entry method, you can order the min-max maximum quantity.

In another replenishment count entry method designed only for non-tracked subinventories, you can enter an on-hand quantity, after which Oracle Inventory performs min-max calculations.

You use the following windows to set up and process Subinventories for which you want to enter replenishment counts:

· Subinventories

· Item Subinventories

· Replenishment Count Headers

· Replenishment Count Lines

· Process Replenishment Counts

· Purge Replenishment Counts

Step1: Subinventories

Lets choose two sub inventories for our training purposes, which are already defined in Organization M1.

1. Quantity Tracked Subinventory: FGI

2. Non Quantity tracked Subinventory: Consumable

Step2: Define Item for Replenishment counting

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name	XXAA-10001016
Description	Purchased Item Replenishment counting

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

Purchasing	List Price	10
	Default Buyer	Smith, Mr. Jonathan
General Planning
	Inventory Planning Method	Choose “Min-Max”
	Planner	Enter “J. Smith”
	Min Max Qty Minimum	500
	Min Max Qty Maximum	3000
	Minimum Order Qty	500
	Maximum Order Qty	1000

Costing	Inventory Asset Value	Un Check the Box
	Costing enabled	Un Check the Box
	Include in Roll up	Un Check the Box

Lead Times
	Processing Lead times	5

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001016 to M1, M2 and XXAA Organization

Click on Save icon and Stay on Organization assignment screen itself.

Step3: Enter Min Max attributes in Subinventories for the Replenishment Counting Item

1. Quantity Tracked Subinventory: FGI

2. Non Quantity tracked Subinventory: Consumable

Navigation: Stay on M1 Org line and Click on Organization Attributes Button

Screen: Organization Item (M1) opens

Click on Tools Menu and Select Item / Subinventories

Screen: Item Subinventories (M1) Opens

Region	Field Name	Values

Item Subinventories Screen displays		Stay on Planning Tab

Qty Tracked Subinventory FGI	Subinventory	FGI
	Description	Defaults
	Min Max Planning	Check the Box
	Min Qty	300
	Max Qty	900
		Click on Order Modifiers Tab
	Order Qty Minimum	250
	Order Qty Maximum	600
		Click on Lead times Tab
	Processing	5

		Click on Save icon
		Click on the Next Line
Non Quantity tracked Sub inventory	Subinventory	Consumable
	Description	Defaults
	Min Max Planning	Check the Box
	Min Max Planning	Check the Box
	Min Qty	100
	Max Qty	500
		Click on Order Modifiers Tab
	Order Qty Minimum	100
	Order Qty Maximum	400
		Click on Lead times Tab
	Processing	5
		Click on Save icon
		Close the Windows.

Step4: Enter Replenishment Counts for the item in Tracked “FGI” Subinventory

You can enter counts to replenish Subinventories. Oracle Inventory replenishes Subinventories according to the method that you use to enter counts.

Oracle Inventory does not store on-hand quantity information for non-tracked Subinventories.

Use the following navigation path to access the Replenishment Count Header window:

Navigation: Inventory > Counting > Replenishment Counts > Counts

Screen: Replenishment Count Headers (M1)

Click on New Button

Screen: Replenishment Count Headers (M1)

Region	Field Name	Values
	Name	XXAA-FGI-01
	Subinventory	FGI
	Supply Cut off date	Defaults to today’s Date
	Count Date	Defaults to today’s date
	Default Deliver to	Choose M1- Seattle
	Status	System Generated “Hold” Cannot be changed
		Click on Lines button
Replenishment Count Lines
	Item	Enter XXAA-10001016
	Count Type	Choose Order Maximum
		Click on Save icon
		Close the Replenishment Count Window and stay on Replenishment Count Headers screen

Step5: Processing Replenishment Counts for an item

Click on Process and Report Button

Concurrent Program kicks off. Click on OK.

Go To View Menu and Select Requests

Click on Find

Click on Item replenishment count report.

Select View Output button

Study the Output and observe how much is the Reorder Quantity.

Step6: Enter Replenishment Counts for the item in Non Tracked “Consumable” Subinventory

You can enter counts to replenish Subinventories. Oracle Inventory replenishes Subinventories according to the method that you use to enter counts.

Oracle Inventory does not store on-hand quantity information for non-tracked Subinventories.

Use the following navigation path to access the Replenishment Count Header window:

Navigation: Inventory > Counting > Replenishment Counts > Counts

Screen: Replenishment Count Headers (M1)

Click on New Button

Screen: Replenishment Count Headers (M1)

Region	Field Name	Values
	Name	XXAA-Con-01
	Subinventory	Consumable
	Supply Cut off date	Defaults to today’s Date
	Count Date	Defaults to today’s date
	Default Deliver to	Choose M1- Seattle
	Status	System Generated “Hold” Cannot be changed
		Click on Lines button
Replenishment Count Lines
	Item	Enter XXAA-10001016
	Count Type	Choose On-Hand Quantity
Enter Count of the Item	Quantity	10
		Click on Save icon
		Close the Replenishment Count Window and stay on Replenishment Count Headers screen

Step7: Processing Replenishment Counts for an item

Click on Process and Report Button

Concurrent Program kicks off. Click on OK.

Go To View Menu and Select Requests

Click on Find

Clicks on Item replenishment count report.

Select View Output button

Study the Output and observe how much is the Reorder Quantity.

Step8: Purge Your Replenishment Counts XXAA-FGI-01 and XXAA-Con-01

Navigation: Inventory > Counting > Replenishment Counts > Purge

Screen: Purge Replenishment Counts Parameters screen opens

1. Select the following: for Count Header XXAA-FGI-01

Processing: Concurrent processing

Count Name: XXAA-FGI-01

Delete Errored Counts: Yes

Click on OK

Click on Submit Button on requests screen

Click on No when asked for submitting another request.

2. Select the following: for Count Header XXAA-Con-01

Processing: Concurrent processing

Count Name: XXAA-Con-01

Delete Errored Counts: Yes

Click on OK

Click on Submit Button on requests screen

Click on No when asked for submitting another request.

Step9: Review Your Replenishment Counts XXAA-FGI-01 and XXAA-Con-01 in Replenishment Count Headers

Navigation: Inventory > Counting > Replenishment Counts > Counts

Screen: Find Replenishment Count Headers Summary (M1)

Click on Find

Observe that Your Replenishment Counts are Purged from the Headers and no longer available.

49. Average Costing

Step1: Define a Purchased Item in M3 (Average Costing Organization)

Change Organization to M3- Dallas

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name	XXAA-10001017
Description	Purchased Item Average Costing

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

Purchasing	List Price	10
	Default Buyer	Smith, Mr. Jonathan

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001017 to M3, M2 and XXAA Organization

Click on Save icon

Choose ‘M3’ inventory organization.

Step-2: Note the Item cost

Navigation: Inventory > Costs > Item Costs

Screen: Find Item / Cost type

Enter Item XXAA-10001017 and Click on Find.

Item cost is ‘0’.

Step-3: Create Miscellaneous Receipt as follows for the subject item.

Navigation: Inventory > Transactions > Miscellaneous Transaction

Choose transaction type as ‘Miscellaneous Receipt’.

Click Transactions Lines button.

Select item code as XXAA-10001017

Choose ‘Stores’ Subinventory.

Quantity = 10

Unit price = 10

Account = Choose appropriate account.

Save the record.

Step-3: Verify the Subject Item cost.

Navigation: Costs > Item cost > Item code as above > Find.

Unit Cost =10

Step-4: Repeat ‘ Miscellaneous Receipt’ transaction for the same Item with the following values.

Navigation: Inventory > Transactions > Miscellaneous Transaction

Choose transaction type as ‘Miscellaneous Receipt’.

Click Transactions Lines button.

Select item code as XXAA-10001017

Choose ‘Stores’ Subinventory.

Quantity = 10

Unit price = 20

Account = Choose appropriate account.

Save the record.

Step-5: Verify the Subject Item cost.

Navigation: Costs > Item costs > Item code as above > Find.

Unit Cost =15

Pages

Thursday, March 15, 2018

Oracle Inventory Training Manual

1. Define Work Day Exception Template

10. Define Unit of Measure Conversions

11. Define Transaction Source Types:

15. Define Items

17. Define Cross reference Types

19. Item Transaction Defaults

23. Item Template

24. Define Category Codes

26. Define Items and Assign Newly Defined Categories

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