oracle ebs r12 inventory features

8/12/2019 Oracle ebs R12 Inventory Features

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Inventory Organizations


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Locations

Setting Up Locations

Define information describing the physicallocation of employees and organization

Locations are shared between OracleInventory, Oracle Purchasing and Oracleuman !esources "anagement Systems#

Locations flagged as global locations areavailable to all business groups

$ssociate organization with only onelocation,however you can associate more

than one organization with same location


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Defining Organizations

Sample Inventory Organization

Locator Locator

Subinventory

Locator

Subinventory

Inventory Organization $

Locator

Subinventory

Locator

Subinventory

Inventory Organization %

Operating Unit

Ledger


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"ulti&Organization Structure $pplications and database enhancement

'nables you to consolidate your operations under

one installation of Oracle $pplications on a single

global instance

'nables you to (eep transactions data secure by line

of business


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"ulti&Organization Structure


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Inventory Parameters 'nables you to

Setup organization information 'nable specific products and features

Oracle Process ')ecution

Oracle 'nterprise asset management

Oracle *arehouse "anagement


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Inventory Parameters

+continued Organization -eatures Organization codes

Item master organization

Product -eatures

Oracle Process ')ecution

Oracle 'nterprise $sset "anagement

Oracle *arehouse "anagement


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.osting Parameters *hich .osting method is the

organization going to use/ Standard

$verage

-I-O + -irst in -irst Out .osting method where items that were received

earliest are transacted first

LI-O + Last in -irst Out

.osting method where items that were receivedmost recently are transacted first


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!evision, Lot, Serial, and License

Plate 0umber+LP0 Parameters


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$1P, Pic(, Item&Sourcing

Parameters1he $1P, Pic(, Item&SourcingParameters enables you to

Set the available to promise+$1P default rule

for the organization

Set the pic(ing defaults for the organization Set the Item&sourcing defaults for the

organization


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Interorganization Parameters 1he Inter&organization Information tab

enables you to determine the parametersthe organization uses when it transfers

material between organizations

D"2 Organization D"3 Organization


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Other $ccounting Parameters Other $ccounting Parameters tab enables

you to setup receiving accountinformation,profit and loss account

information, and other additional account

information


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Subinventory Physical or logical separation of material

$t least one subinventory must be defined for eachorganization


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Locator control Locators are structures within sub

inventories

Locators may represent rows, aisles or

bins in warehouse

Dynamic Locators 4enerate during a transaction as needed

Static Locators Predefined


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Sub inventory Locator

!elationship


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Interorganization Shipping 0etwor( !elationships between shipping

organization and destination organization

5ou must define a shipping networ(

between two organizations

Shipping "ethod


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$dditional Organizational

Setups

"aterial Shortage Parameters

Define parameters for the system to determinewhen unsatisfied demand e)ceeds available supply

Organizational $ccess

.ontrols access to the organization based on users

responsibility assigned to user by the systemadministrator


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Organizational ierarchy Organization ierarchy enables you to

$ssign items to organizations

.opy item attributes

6iew item information

Open and .lose accounting information

Purge 1ransactions


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Organization !eportsReport Description

Item-subinventory Report Lists items assigned tosub inventories

Locator Quantities Report Shows the inventory item uantitiesstored in speci!ic "ocators

Subinventory QuantitiesReport Shows the inventory item uantitiesby subinventory

#reight $arrier Listing Lists the !reight carrier codes !orthe current organization

Inter-organization Shipping

In!ormation Listing

Lists the shipping networ%s !or the

current organization


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Organization !eports +.ontinuedReport Description

Locator Listing Lists the "ocators !or the currentorganization

Organization &arametersListing

Lists the organization parameters !orthe current organization

Subinventory Listing Lists the sub inventories !or thecurrent organization

Organization 'ierarchy()ception Report

Disp"ays a"" organizations be"ong to a"ega" entity that are not assigned to

an organization hierarchy


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Profile Options&ro!i"e Option Description

I*+, ""ow Inventory sset to .rans!er Indicates whether you cantrans!er an item !rom e)pensedsub inventory to an asset"ocation

I*+, Inter-Organization $urrency

$onversion

Indicates the currency

conversion !or inter organizationtrans!ers between organizationsusing di!!erent currencies

I*+, Override *eg !or /ac% !"ush Indicates whether bac% !"ushtransactions can drive the

inventory negative even i!inventory parameter a""ownegative ba"ances unchec%ed


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*hat is an Item$n item is a part or services you

Purchase Sell

Plan

"anufacture

Stoc(

Distributive

Prototypes


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Defining Items Use the "aster item window to define and update items and

item attributes


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Item "aster Organization $n item master Organization is a logical entity that you use to

define items

Defining Item "aster Organization

$ h i " d O r g a n i z a t i o n D 0 1 $ h i " d O r g a n i z a t i o n D 0 2

0 a s t e r O r g a n i z a t i o n D 0 0


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Item $ttributes Item attributes are the collection of information about an item#


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Item $ttribute 4roups


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Item Status *hen you define an item you use the

item status attribute to assign an item

status


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Unit of "easure $ttributes +.ontinuedDefaulting

$ttribute controls the behavior of dual unit ofmeasure controlled Item

-i)ed

System stores inventory in both the primary andsecondary units of measure

'nter an item 7uantity in one unit of measure, andthe system converts the 7uantity to the secondaryunits of measure and displays both the 7uantities#


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Item Statuses and $ttributes Item attributes describe an item Status attributes are item attributes that enable the (ey functionality of

an item# Status $ttributes and -unctionality

Status ttribute #unctiona"ity rea #unctiona"ity

Stoc%ab"e Inventory (nab"es you to store the item inan asset subinventory

.ransactab"e Inventory3 Order0anagement3&urchasing3 4or% in

&rocess

(nab"es you to transact the itemin Orac"e Inventory3 Orac"eOrder 0anagement3Orac"e

&urchasing and Orac"e 4or% in&rocess


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Item Statuses and $ttributes+.ontinued

Status ttribute #unctiona"ity rea #unctiona"ity

&urchasab"e &urchasing (nab"es you to p"ace the itemon a &urchase Order

/ui"d in 4I& 4or% in &rocess (nab"es you to bui"d the itemon a discrete 5ob3 a repetitive

schedu"e or both$ustomer Orders(nab"ed

Order 0anagement (nab"es you to p"ace the itemon Sa"es Order !or the item

Interna" Orders(nab"ed

Inventory3 Order0anagement3

&urchasing

(nab"es you to create aninterna" Sa"es Order !or the

item


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Status $ttribute Dependenciesttribute 0ust be Set to I!

Stoc%ab"e *o Inventory Item is set to6es

Stoc%ab"e 6es SL is +0I enab"ed

.ransactab"e *o Stoc%ab"e set to 6es

.ransactab"e 6es SL is +0I enab"ed


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Status $ttribute Dependencies +.ontinuedttribute 0ust be Set to I!

/O0 a""owed *o Inventory Item is set to*o

Invoice (nab"ed *o Invoiceab"e item set to*o

&rocess ()ecution(nab"ed

*o Inventory or Recipe(nab"ed !"ag set to *o


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Item 1emplates $n item template can be assigned when you

create or update an inventory item# 1he templatecontains values for any number of item attributes

'nabling attributes in a template

'nable item attributes and assign them values in each

template that you create

*hen you apply template to an item,Oracle Inventory

updates only the attributes that are enabled for the

template

Define templates with relatively few attributes enabledbecause you can apply more than one template to

define one item

Organization $ssignment and


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Organization $ssignment andOrganization Items

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.ontrol levelsMaster Level Controls

$n attribute you maintain at the master level has

identical values across all organizations that use theItem

Organization-Level Control $n attribute you maintain at the Organization level

may have different values for each organization that

uses it#Attribute Control

Some attributes can be maintained at only themaster level or organization level# Units of measureare controlled at the "aster level# If you are using

multiple organizations, then you should maintain min&ma) planning at the organization level#

! i i . l


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!evision .ontrol $ revision is a particular version of an item,

bill of material, or routing#

Use the !evision control to trac( the item7uantities by item revision and specify arevision for each material transaction#

'nable revision control for items you musttrac( version changes that are significantenough to trac( but do not affect the functionand feature of the item#

5ou cannot change the revision control itemattributes when an item has 7uantity on hand


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It ! l ti hi


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Item !elationship 5ou can define relationship between items# 1his allows you to

search for items through these relationships#

. t i d . t S t


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.ategories and .ategory Sets $ category is a logical classification of

items that have similar characteristics $ .ategory set is a distinct grouping

scheme and consists of categories

5ou can define an unlimited number ofcategories and group subsets of your

categories into category sets

$ category can belong to multiple categorysets

.ategories and .ategory Sets


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.ategories and .ategory Sets+.ontinued

*hen you install Oracle Inventory, you

must assign default .ategory set Inventory

Purchasing

Order "anagement

.osting

'ngineering and Planning

It . t l


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Item .atalogItem catalogs enable you to add descriptive information to items and

to partition your Item "aster into groups of items that share common

characteristics

Deletion .onstraints and Deletion


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Deletion .onstraints and Deletion4roups

If you want to enforce specific business rules and add custom

chec(s

before you can delete an item, you must define the delete constraints

to supplement the standard predefined item deletion conditions

5ou can delete items that have incorrect attribute information#

-or ')ample, if you ma(e a mista(e in entering an Item number, use the

Deletion 4roups window to delete the item

If you decided to purge the item immediately after defining it and

before using it anywhere in the system you will be able to delete it#

D l ti . t i t


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Deletion .onstraints If you want to enforce specific business rules and add custom

chec(s before Oracle Inventory allows deletion of an item, you must

define item deletion constraints to supplement the standardpredefined item deletion conditions

1he ma9or use of item deletion is to correct the data entry errors

-or e)ample, if you defined an item with the

wrong primary unit of measure,you can usethe delete function to remove the item from

your database# If you decide to purge the item

immediately after incorrectly defining it and

before using it anywhere in the system, youwill be able to delete it#

Deletion .onstraints


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Deletion .onstraints +.ontinued $fter an item is used, for e)ample in an assembly Oracle Inventory

automatically creates references to it#

Oracle Inventory chec(s all possible references to an item and doesnot allow it to be deleted until every reference is removed


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Item !eports


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Item !eports +.ontinuedReport Description

$ustomer Items Report Lists customer items

Inactive Items Report Lists items that have nothad inventory transactionsince the date youspeci!y

Item Organization ssignment Report ssigns an item3 range o!items3 category set orrange o! categories tomu"tip"e organizationsbe"onging to the sameItem 0aster

Organization7

Item De!inition Detai"s Lists comprehensive itemin!ormation


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Profile Options


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Profile Options +.ontinued&ro!i"e Option Description

I*+, De!au"t Item .emp"ate .his pro!i"e option enab"es you to seta de!au"t item temp"ate !or a"" itemsyou create

I*+, $ross re!erence type .his pro!i"e option communicates tothe receiving pages o! the mobi"e

device to use assignments !or thisparticu"ar cross re!erence type tova"idate the items whi"e receivingreceipt

I*+, +iew Item category type .his pro!i"e option enab"es you to

show on"y current organizationemp"oyees in the peop"e LO+ o! thecategory grants window


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Lot .ontrol

$ lot can represent a 7uantity of an

item that shares the samespecifications#

5ou can divide each lot into childlots that can reflect whatever

characteristics you choose for itemswithin a lot#


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Setting up Lot .ontrol


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Setting up Lot .ontrol+Organization Parameters

Lot .ontrol uni7ueness

Lot generation

.hild lot generation control

-ormat validation

.opy lot attributes

$uto create lot UO" conversion

$llow different lot status

Setting Up Lot .ontrol + Item


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Setting Up Lot .ontrol + Item$ttributes

Lot .ontrol

Starting prefi) and number "aturity and hold days

.hild lot enabled

-ormat validation

.opy lot attributes

Lot ')piration

Shelf life days

!etest interval

')piration action interval and action

4rade .ontrol 4rade

" i L t


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"anaging Lots$ssigning lots

Pre assign on lot master

$ssign during transactions

$dd 7uantities to e)isting lots

Split Inventory receipts into several lots "aintain Lots

Update lot e)piration date

6iew lot information

6iew Supplier lot information

' i d L t


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')pired Lots$n e)pired lot

Is not considered as on hand supply when you areperforming "in&"a), reorder point,or "!P planningcalculations

.annot be reserved for a date beyond the e)pirationdate

.an be transacted and is included in on&hand7uantities

Included in all in7uiries and reports, includinginventory valuation reports

Included in a cycle count and count entry andad9ustments are allowed

Included in a physical inventory and tag entry andad9ustments are allowed

Di bl d L t


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Disabled LotsDisabled Lot

Is included in available to transact, available to

promise, and to available to reserve calculations

Is included as on&hand supply when you are

performing min&ma),reorder point or "!P

planning calculations

Is included as on&hand in all in7uiries and reports,

including inventory valuation reports#

.an be transacted with Inventory functions and the

1ransactions Open Interface

.an be reserved

L t 0 b P i


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Lot 0umber Purging 5ou can purge all lot transaction information

from your current organization# 1he

transactions must be in closed accounting

period#

Purging lot transactions eliminates

information used in lot reports and in7uiries#

.ycle .ounts Under Lot


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.ycle .ounts Under Lot

.ontrol 1he cycle count listing includes the lotnumbers of the items to be cycle counted

$ssign lot numbers to all items under lot

control for which you enter counts

If there is a difference between cycle count

7uantity and the system on&hand 7uantity#Oracle Inventory ad9usts the item 7uantity in

that lot#


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4enerating Serial 0 mbers


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4enerating Serial 0umbers "any serial numbers as you want for any item

under serial number If you specify 0o .ontrol

as the serial control type then the systemdoes not enforce serial number control#

If you specify Predefined as the serial numbercontrol type, then you must predefine serial

numbers for that item#

If you select $t Inventory receipt or $t salesorder issue, then you can optionally predefineserial numbers for the item#

4enerating Serial 0umbers


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4enerating Serial 0umbers+.ontinued Oracle Inventory uses the starting serial

number prefi) and the starting serial number

you specify in the Item window to load thenumber of predefined serial numbers youre7uest# 5ou can load as control#

1he process of generating serial numbers is

done through a concurrent report# 1he process does not assign numbers to

units in inventory, it simply reserves specifyserial numbers for an item for later use#

"aintaining Serial 0umbers


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"aintaining Serial 0umbers 5ou can use serial numbers window to update

supplier information associated with your

serial numbers

5ou can view all the serial numbers you

created in your current organization#

5ou can view location and status informationand update supplier information associated

with your serialized units

Lot 4enealogy


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Lot 4enealogy Lot genealogy trac(s the relationship between

lots and provides lot traceability that results

from inventory transactions, includes all lot

splits, merges, and translations#

Serial genealogy trac(s the transaction and

multilevel composition history of any serialcontrolled item from receipt to customer sale#

Lot and Serial !eport


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p

Report Description

Lot .ransaction Register 6ou can use this report to audit "ottransaction !or a speci!ied timeinterva"3!or a range o! dates3 !or rangeso! items or categories3 o! !or othercriteria

()pired Lots Report 6ou use this report to iso"ate "ots thatare about to e)pire3!ind e)pired "ots3and !ind seria" assigned to e)pired "ots

Seria" *umber .ransactionRegister

6ou can use this report to audit seria"number transaction !or a speci!ied timeinterva"3 "ocation or group o! "ocations3reason or group o! reasons or othercriteria

Lot and Serial !eport


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Lot and Serial !eport +.ontinuedReport Description

Lot Inventory Report .his report provides you with anoverview o! item "ots3uantities and "otsstatuses in a"" or the se"ected subinventories or "ocators within theorganization7

Lot 0aster Report .his report provide you with an overviewo! an in!ormation you set up in the "otmatter7 6ou can run this report !or aspeci!ic item3 or a"" items in theorganization7


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Profile Options&ro!i"e Option Description

I*+,


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Profile Options +.ontinued&ro!i"e Option DescriptionI*+, +a"idate Returned Lot .his pro!i"e option determines whether

the component "ot that is returned !rom4I& shou"d be va"idated against "ots thatare issued to the same 5ob7

I*+, +a"idate Returned Seria" .his pro!i"e option determines whethercomponent seria"s that are returned !rom

4I& shou"d be va"idated against seria"sthat are issued to the same 5ob7

I*+, Restrict Receipts o!Seria"s

Indicate whether the system per!ormstwo va"idation chec%s !or seria" numbersOrac"e wor% in process uses7 .his pro!i"e

option a"so indicates i! you can re-receivea seria" number via a R0 receipt !or anitem with seria" contro" set at sa"es orderissue7


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"aterial Status .ontrol "aterial Status controls the transactions

and planning actions that can beperformed on an Item#

"aterial Status brings in a granular level

control, which is very effective

It can be assigned to a specific Sub

inventory, Locator, Lot 0umber and Serial

0umber#


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"aterial Status 1ransactions


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.umulative 'ffect


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"aterial Status ')ample


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Setting Up# Define 1ransaction 1ypes

'nable 1ransaction

1ypes for "aterial

Status .ontrol

Define "aterial Status

'nable Profile Option

'nable "aterial Status

$ssign "aterial

Status

Defining Item "aterial Status. t l


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.ontrol#

$ssigning "aterial Status .ontrol toS b i t i L t


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Sub inventories Locators#

$ssigning Planning Statuses


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$ssigning Planning Statuses#

Disabling "aterial Statuses


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sab g ate a Statuses#

"aterial Status !eports


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p# Report Description

0ateria" Status De!inition Report &rovides you an overview o!each materia" status and howit is used

0ateria" Status 'istory Report &rovides you the !u"" statushistory o! who changed the

materia" status and whatreason was given

Profile Option


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p# Report Description

I*+, 0ateria" Status Support .his &ro!i"e Option determines whether0ateria" Status is en!orced7 I! 0ateria"Status is not used in the insta""ation3 it isrecommended to switch it o!! to increasethe per!ormance o! the system

O i f I t Pl i


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Overview of Inventory Planning Oracle Inventory provides four types of

!eplenishment "ethods:

= "in&"a) Planning

= !eorder&point Planning

= ;anban !eplenishment Planning

= !eplenishment .ounting

O d Pl i


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Order Planning

" h t O d


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ow "uch to Order

Overview of Inventory


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-orecasting Inventory -orecasting is the process ofe)trapolating the e)pected demand of an item

over a number of periods in the future

-orecasting 1ypes


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-orecasting 1ypes

-orecast setup and


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p

"aintenance


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!eplenishment "ethods Levels


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!eplenishment "ethods Levels< Inventory !eplenishment can be performed at Organization or Sub

inventory Level

Planning "ethod Organization Sub inventory

!eorder&point 5es 0o

"in&"a) 5es 5es

!eplenishment .ounting 0o 5es

;anban 0=$ 0=$

!eorder Point Planning


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!eorder Point Planning !eorder Point Planning as the name

suggests places an Order when theInventory level falls to a predefined !e&

order Point#

1he Order Size is e7ual to the 'O>#

!eorder Point Planning is recommended

for those items, which are not verye)pensive.


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Uses of !eorder Point Planning


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Uses of !eorder Point Planning

!eorder Point Planning Steps


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!eorder Point Planning Steps

"in "a) Planning


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"in& "a) Planning In this method, the Inventory is planned based on

user defined "inimum and "a)imum >uantity#

Inventory is replenished to the "a)imum level

whenever the Stoc( Level falls to the "inimum

level#

It can be applied to $ll or selected Items#

It is a simple method used for low value item

which doesn?t need strict monitoring.

"in "a) Planning


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"in& "a) Planning

>uantity

1ime

"a)imum Level

"inimum Level

Stoc( Level

"in "a) Planning


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"in& "a) Planning

"in&"a) at Org Level

Set Inventory Planning "ethod

to "in&"a)

Specify "in @ "a) >ty

!un the "in&"a) !eport

;anban Planning


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;anban Planning ;anban is a Pull based replenishment in

"anufacturing System#

It leads to shorter lead times and reducedinventory#

;anban is typically applied to items withrelatively constant demand and medium&to&highproduction volume#

;anban represents replenishment signals thatare usually manual and highly visible li(e .olor&coded .ards, Light and 'mpty bin#

1ypes of ;anban


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!eplenishment

Inter Org: !eplenishes by creatingInternal !e7uisition

Intra Org: 1riggers "aterial movementfrom a subinventory in the sameOrganization#

Production: .reates or releases aProduction Aob

Supplier: .reates a Purchase !e7uisition#

;anban 'lements


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;anban 'lements Pull Se7uence is a group of information that defines

a ;anban location, source information, and planningparameters for an Item#

;anban chain is a series of Pull Se7uences, whichdefines the replenishment networ(# '#g#: $ssembly toStores#

;anban .ards are created for Item, Subinventoryand Locator +optional and uni7uely identified by a;anban number

!eplenishable .ards can be created automaticallythrough Pull Se7uence or manually through B;anban.ards? window#

;anban : Using .ards


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;anban : Using .ards


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Profile Options


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p&ro!i"e Option Description

I*+, !i"" >anban on &artia" 0ove OrderReceipt

Determine whether or not a>anban card can beconsidered !i""ed i! the moveorder created to !i"" it was on"ypartia""y trans!erred7

I*+, Rep"enishment 0ove Order


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p + &ro!i"e Option Description

I*+, Rep"enishment $ount Reuisitionpprova"

Indicates the status o! subinventory Rep"enishmentreuisition created by therep"enishment processor7

I*+,Rep"enishment $ount Line #ai"ure Indicates the action ta%en

when a !ai"ure is detected whi"eprocessing a rep"enishmentcount "ine

I*+, 0inma) Reorder pprova" Indicates the status o!reuisitions created by the

min-ma) p"anning report

oracle ebs r12 inventory features

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