SCM - Oracle Cloud - Setting Up an Inventory Transaction

The Supply Chain Application Administrator creates a new user-defined inventory transaction source type. The user-defined inventory transaction source type along with a predefined inventory transaction action is used to define a new user-defined inventory transaction type. A transaction type is the combination of a transaction source type and a transaction action. It is used to classify a particular transaction for reporting and querying purposes.

Inventory Management also provides a list of predefined inventory transaction types such as Sales Order Issue, Miscellaneous Issue, and Subinventory Transfer

Navigate to the Setup and Maintenance Work Area

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

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

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

4. In the Task region, click the Manage Inventory Transaction Sources and Types task. The Manage Inventory Transaction Sources and Types page appears.

Create User-Defined Inventory Transaction Source

5. On the Manage Inventory Transaction Sources and Types page, in the Search Results: Transaction Sources area, click the Create icon. The Create Transaction Source dialog box appears.

6. In the Name field, enter: Inventory Transaction Source XX.

7. In the Description field, enter: Inventory Transaction Source XX.

8. Click Save and Close to close the Create Transaction Source dialog box. The newly created transaction source appears in the first row of the search results.

Create User-Defined Inventory Transaction Type

9. In the Search Results: Transaction Sources region, select the newly created transaction source.

10. Scroll down to the Inventory Transaction Source XX: Transaction Types region. Notice that the Transaction Source you created above is selected.

11. Click the Create icon. The Create Transaction Type dialog box appears.

12. In the Name field, enter: Inventory Transaction Type XX. 

13. In the Description field, enter: Inventory Transaction Type XX. 

14. Retain the defaults for the other fields.

15. Click Save and Close to close the Create Transaction Type dialog box and return to the Manage Inventory Transaction Sources and Types page.

16. Click Save and Close to return to the Setup: Manufacturing and Supply Chain Materials Management page.