oracle inventory- prats

7/23/2019 Oracle Inventory- PRATS

1/84

Beginners Guide

Oracle Inventory

Aditya Patro

i


2/84

Foreword

These notes are compiled keeping in view of students just begin to learn Oracle

Applications. Even though there is nothing very complicated in Oracle Inventory, a

beginner finds it very confusing and complicated initially for some time. hile attending

lectures, under the guidance of the faculty, the students do all the relevant e!ercises. "ut,after the lecture hours when he#she is trying to do the same e!ercise all by

himself#herself, he#she will find that the steps are not remembered properly. The lecturenotes are not of much use because that is not written properly or there is no mention of

certain steps in the notes. This in turn leads the student to a kind of desperation. The

purpose of these notes is to save the students from the kind of desperation mentionedabove.

These notes are definitely not describing Oracle Inventory in detail. $or an in depth study,

the students must go through the given %ourse &aterial, 'elp $iles and ()$ $iles. Anybody will opt for an advanced study only when they understand the preliminaries. The

object of these notes is to make a student comfortable with the preliminaries.

In these notes wherever I have used the word *%hoose+ you have to pick a value from an

available O- by pressing the keys %trl . /imilarly, wherever the word *Enter+ is used

you have to type the value in that field. If the students in general feel that the notes are ofsome help while practicing at the initial stage, I will feel that my work borne fruit.

Aditya Patro

ii


3/84

ContentsPage

1.0 Sequencing te i!"le!entation o# Inventory 1

0.0 )efine $le! fields 0

0.0.0 Item 0

0.0.1 Item %ategories 0

0.0.1.0 )efine -alue sets 2

0.0.1.1 )efine $le! /tructure 20.0.1.2 %ompile the $le! /tructure 3

0.0.1.3 Enter (ossible -alues for Each /egment 3

0.0.1.4 )efine %ategory %odes 5%ategory 6ames7 40.0.1.8 )efine %ategory /ets 4

0.0.1.9 Assign Items to %ategory %odes 80.0.1.: ist the Items "elonging to a (articular %ategory 8

0.0.2 Item %atalog ;roup 0

0.0.3 /tock ocators 00.0.4 Account Aliases 0

0.0.8 /ales Orders 0

0.1 Assign )efault %ategory /ets 9

0.2 )efine orkday %alendar :

0.3 )efine AT( ations 0?

0.04 )efine E!pense Items and Assign to Organi>ations 1=0.08 )efine @O& %onversions 10

0.09 )efine Item


4/84

0.12 )efine %ontainer Types 19

ContentsPage

0.13 )efine %ontainers 19

0.14 )efine $reight %arriers 1:0.18 )efine Transaction /ource Types 1:

0.19 )efine Transaction ation Access 1?0.21 aunching Transaction &anagers 2=

$.0 O"en Inventory Accounting Periods %0

%.0 &iscellaneous 'ransactions %0

2.0 &iscellaneous ations ithout I/O 21

2.4 Tracking &aterials in Intransit Inventory 31

(.0 Inventory Controls (%

3.0 ation evel &in&a! (lanning for "uy Items 4=

4.0.1 /ubinventory evel &in&a! (lanning for "uy Items 41

4.0.2 Organi>ation evel &in&a! (lanning for &ake Items 43

4.1


5/84

v


6/84

%ontents

Page

4.1.8 $ind out the


7/84

1


8/84

1.0 Sequencing te i!"le!entation o# Inventory

1.1 Define Flex fields

Item


9/84

Fle2 #ields

$le!fields are of two types 507 )escriptive $le!fields and 517 Cey $le!fields. Asthe name suggests, )escriptive $le!fields are used for providing e!tra information

about a particular record. They normally remain hidden. On the screen, you will

find only a very small bo! slightly bigger than a check bo!. hen the cursorenters into the bo!, a bigger te!t bo! appears in which the user can enter the

reBuired information. hen finished the longer te!t bo! disappears and it will

appear as a small bo! as usual. ith the help of this type of an arrangement, theprogrammers save the much needed screen space.

Cey $le!fields are slightly different in its construction. They are attached tocertain specific fields of the screen. As the cursor enters that particular te!t bo! to

which a $le!field is attached, multiple te!t bo!es, which otherwise remain hidden,

pop up. The user enters values in the te!t bo!es that pop up and when finished,

they disappear and the values arranged one after another, separated by a dot or

hyphen, appears as a single value in the normal te!t bo!. $or e!ample, supposewe have attached a $le!field with three te!t bo!es in one of the te!t bo!es, Text

Box 1on your screen. In the normal situation, you will not see the three te!t bo!esof the $le!field. "ut, as the cursor enters the Text Box 1to which the $le!field is

attached, the three te!t bo!es will pop up. /uppose you entered a value of 01in

the first te!t bo!, a value of 02in the second te!t bo! and a value of 03in thethird te!t bo!. hen you click on OC, all the three te!t bo!es disappear, and a

value of 01.02.03appears in Text Box 1.

hich field in your screen can be made a $le!field is decided in the Applicationevel. A user cannot change it. "ut, how many te!t bo!es should pop up when the

cursor enters into it is decided at the user level. The user can also decide whatshall be the kind of data 5%haracter or 6umeric7 that can go into each one of thete!t bo! that pop up and also he can decide how many characters or digits a pop

up te!t bo! can accept.

Technically, a pop up te!t bo! is called aSegmentand the combination of the data

type 5%haracter or 6umeric7 and the ma!imum length 5&a!imum number of

characters or digits that can go into a te!t bo!7 is called a Value Set.

Dou have to create one value set for each segment and you can choose as high as

2= segments for a $le!field.

The method of defining the $le!field remains the same through out Oracle

Applications. Though there are si! fle!fields, as listed above, can be created in

Oracle Inventory, as the method of creation is e!actly the same, we will discussonly one, which is the Item %ategory $le!field.

/uppose you want to segregate all the items in your subinventories. Dou havedecided to classify them as Electronic, Mechanical and Others. After the first

1


10/84

classification, you will get three groups of items under three different headings.

6ow, you have decided to classify each group as Buy, Make andOthers. After the

second classification you will get nine groups of items as Electronic.Buy,Electronic.Make, Electronic.Others Mechanical.Buy, Mechanical.Make,

Mechanical.Others, Others.Buy, Others.Make and Others.Others.

6ow, look at the classification names. Each one is made up of two words, one is

to the left side of the dot and the other is to the right side of the dot. /o, we can

say that category names in the e!ample given above are made up of twosegments. 6ow, if we list the possible values for /egment 0 and /egment 1, it will

be as follows.

(ossible -alues for /egment 0 (ossible -alues for /egment 1Electronic "uy

&echanical &ake

Others Others

$rom the above list we can find that the values for /egment 0 are made up of

characters and the length of the longest value is 0=. /imilarly, the values for/egment 0 are also made up of characters and the length of the longest value is 8.

/o, we can finali>e that we have to define two value set as follows.

-alue /et 0 -alue /et 1

)ata Type %haracter )ata Type %haracter

&a! ength 0= 501 on safer side7 &a! ength 8 5: on safer side7

e have now made all basic preparations needed for creating a $le! /tructure.

6ow, we will see how it can be implemented.

e#ine 3alue sets

3alue Set #or te First Seg!ent

6/etup$le!field-alidation/ets

Enter a 6ame 5/ay -/ 07

Enter a )escription

%hoose a )ata Type 5%har7

%hoose the &a! /i>e 5017

/ave

-alue /et for the /econd /egment6/etup$le!field-alidation/ets

Enter a 6ame 5/ay -/ 17

Enter a )escription%hoose a )ata Type 5%har7

%hoose the &a! /i>e 5:7

2


11/84

/ave

e#ine Fle2 Structure

6/etup $le!fieldCey/egments

$00, Ceep the cursor in *Application+, Type O%I%, %trl $00/ee that Oracle Inventory appeared in the field *Applications+

&ove %ursor to the field *$le!field Title+(ress the down arrow key repeatedly till the valueItem Cateories

appears in the field.

Enter a name for your /tructure 5/ay *&y /tructure+7Optionally enter a description

%lick on the push button */egments+

Enter 6um 507Enter a name for your first segment 5Elect#&ech7

Enter a window prompt for your first segment 5Electronic#&echanical7In the field %olumn choose the value !E"ME#T1

In the -alue set field choose the name of the -alue /et defined for thefirst segment. That is -/ 0

&ove cursor to the ne!t line

Enter 6um 517Enter a name for your second segment 5"uy#&ake7

Enter a window prompt for your first segment 5"uy#&ake7

In the field %olumn choose the value !E"ME#T2In the -alue set field choose the name of the -alue /et defined for the

second segment. That is -/ 1

/ave

Co!"ile te Fle2 Structure5%ontinuation7

%ome back to the first window by closing the current window

%heck the check bo!$reee $lex&iel' (e&inition

%lick on the push button *%ompile+%lick on OC

'elp-iew &y


12/84

%hoose the radio button -alue /et

Enter the name of the first -alue /et 5-/ 07

%lick on the push button *$ind+Enter valuesElectronic, Mechanical an' Others

/ave

%lose6/etup$le!fieldsCey -alues

%hoose the radio button -alue /et

Enter the name of the first -alue /et 5-/ 17%lick on the push button *$ind+

Enter valuesBuy, Make and Others

/ave

1.1.$.) e#ine Category Codes 6Category 7a!es8

'ere, you are defining the necessary combinations. In our e!ample, wehave seen that nine combinations are possible. "ut it is absolutely not

essential that you should create all the possible combinations. Douneed to create only that many combinations which you wish to use as

%ategory 6ames.

6/etupItem%ategories%ategory %odes

Ceep the cursor in line one and choose the /tructure 6ame 5&y

/tructure7Tab. As soon as the cursor enters the field %ategory, the fle!fields pop

up with two te!t bo!es named *&echanical#Electronic+ and

*"uy#&ake+. %hoose the value Electronicin the first field and avalue ofBuyin the second field.

%lick on OC

Optionally enter a description for the combination just created

&ove %ursor to he ne!t line and repeat steps 5b7 to 5d7 till all thereBuired combinations are made.

/ave

e#ine Category Sets

6/etup Item%ategories%ategory /ets

Enter a name for the %ategory /et 5&y Inventory %/7Optionally enter a description

%hoose the $le! /tructure 5&y /tructure7%hoose a value for the *%ontrolled At+ field 5Organi>ation or

&aster7. IfMasteris selected as value for this field, the

Items assigned to this %ategory /et can not have differentcategory names in different organi>ations and if it is

controlled at Organi>ation level the Items assigned to this

0


13/84

%ategory set can have different %ategory 6ames in

different organi>ations.

5$urther e!planation for this shall be given in step 0.17%hoose the combination Others.Othersas )efault %ategory

5E!planation shall be provided in step 0.1

%heck the check bo!En&orce )ali' CateoriesIn the lines below create only those combinations that you want

a user to use them as category names.

/ave

You will be able to create combinations that are already

defined in step 1.1.2.5. But here you are permitted to

e!clude certain combinations that are already created in

step 1.1.2.5. Because you ha"e chec#ed the chec# bo!

$%nforce Valid &ategories' a user will be able to use only

those combinations that are made below.

(hen creating combinations see that you are not

creating the same combination that is already mentioned

in step )f* abo"e )+thers.+thers in this case*.

Assign Ite!s to Category Codes5%ontinuation7

%lick on the push button *Assign+

%hoose the first item and Tab to the field %ategory%hoose a %ategory %ode

&ove cursor to ne!t line and repeat steps 5j7 to 5l7ation to -0-ision Operations

'elp-iew &y


14/84

%lick on 6o

%lick on *$ind+

hen the report processing is completed, click on the push button *-iewOutput+. Dou will see that the report lists all items that were

assigned to the category selected in step 5d7 above.

1.$ Assign e#ault Category Sets

Oracle Applications identifies eight functional areas in any organi>ation asfollows.

Inventory(urchasing

(lanning

/ervice

%osting

EngineeringOrder Entry

Internal Orders

Out of the 04: attributes of an item, eight are called Cey Attributes or

/tatus Attribute. Each Cey Attribute stands for one of the functional areasgiven above. It is mandatory that every functional area must have a

%ategory /et and each item must be assigned to the respective %ategory

/et as soon as you enable the corresponding Cey Attribute. To achieve this

we assign a )efault %ategory /et to each functional area listed above.

,unctional -rea ey /efining -ttribute %nabling Value

Inventory Inventory Item Des

(urchasing (urchased Des(lanning &/#&


15/84

In step 0.0.1.8 5e7 we have seen that a %ontrol evel is reBuired to be

defined when you define a %ategory /et. /imilar to this the Item attributes

also can be controlled at two levels 5&aster or Organi>ation7. Also wehave seen that enabling the Cey Attribute is the point of time when an

Item is assigned to its respective functional area by the system. Because o#

tis very reason9 i# a "articular :ey Attri5ute is controlled at &asterevel9 te Category Set assigned to its corres"onding #unctional area

also !ust 5e controlled at &aster evel and i# te :ey Attri5ute is

controlled at Organi;ation evel9 ten te Category Set assigned to its

corres"onding #unctional area also !ust 5e controlled at Organi;ation

evel.


16/84

0.2.04 Ceep the cursor in shift number 0 and click on the push button

*orkday (attern+

Assuming that your calendar stats on &onday, if you wantednesday Off for your first shift enter the pattern as follows.

/eB On Off

0 1 01 3 =

Always ensure tat te total o# te On=O## !ust 5e equal to +

0.2.08 /ave and close the window

0.2.09 Ceep the cursor in shift number 1 and define the workday pattern

as mentioned above.

0.2.0: Ceep the cursor in /hift 0 and click on the push button *Times+

/uppose the first shift timing is from morning 9.== to evening 2.2=

with a break of G an hour from 00.== to00.2=, enter the values asfollows.

/tart /top

9==== 00====002=== 042===

0.2.0? /ave and %lose the window.0.2.1= &ove cursor to the ne!t shift and define the second shift timings as

above.

0.2.10 %lick on the push button *)ates+0.2.11 hichever dates you want to make as holidays, just click on those

dates.

Creatin oli'ays -sin Calen'ar Exce+tion Tem+lates

'is is an alternate way o# !ar/ing te olidays. I# you ada"t tis

!etod9 ten you need not to do ste" 1.%.$$.

Creatin a Calen'ar Exce+tion Tem+late

6/etupOrgani>ationcalendar E!ception Templates

Enter a name for the templateOptionally enter a description

In the field named )ates, enter all dates which are the holidays

/ave

4


17/84

++lyin the Exce+tion Tem+late to /our Calen'ar

0.2.12 After step 0.2.10 skip step 0.2.11 and click on the push button

*E!ception ist+0.2.13 %lick on the push button *oadH+

0.2.14 %hoose the Template that you have created

0.2.18 %lick on OC0.2.19 /ave

The dates that entered in the template will be marked as holidays in

your %alendar.

Building the Calendar

0.2.1: /pecial

"uild0.2.1? 'elp-iew &y


18/84

If an outside location is shared by more than one organi>ation, don+t attach

an Inventory Organi>ation in the location definition. If the location is usedby single organi>ation, it is always suggested to attach the corresponding

organi>ation name in the location definition.

7ote>

I# you coose a "articular location as te Si"?'o location in one o#

your "urcase orders and i# no Inventory Organi;ation is attaced to

tat location9 ten you ave to "en te Si"!ent window o# te PO

and select te organi;ation tere. On te contrary9 i# te Si"?'o

location selected in your PO is aving an Inventory Organi;ation

attaced to it9 te corres"onding organi;ation will auto!atically

de#ault in te Si"!ent window o# your PO.

1.+ e#ine Organi;ations

0.9.0 6/etupOrgani>ationsOrgani>ations

0.9.1 Enter the name of your organi>ation0.9.2 %hoose a Type

0.9.3 Enter the Establishment date of your organi>ation

0.9.4 %hoose the location of your organi>ation0.9.8 %hooseInternal as value for the field Internal#E!ternal

0.9.9 /ave

0.9.: "ring the cursor to the Organi>ation %lassification block0.9.? %hoose the classificationInentory Oraniation

0.9.0= %heck the check bo! *Enabled+

0.9.00 /ave

Enterin ccountin In&ormation o& the Oraniation

1.0.12lick on the push button *Others+

1.0.1%hooseccountin In&ormation

1.0.1(ress the tab key 5$le!field pop up7

1.0.15%hoose )ision O+erationsas the ;


19/84

1.0.21%lick on the push button *Others+ again

1.0.22%hooseInentory In&ormation

1.0.2Enter an organi>ation %ode 5%an use a ma!imum of 2alphanumeric characters7

1.0.2%hoose )ision O+erationsas the Item &aster Organi>ationThough you can choose any Inventory Organi>ation as the Item

&aster organi>ation, so long as you practice in %oncourse, always

choose )ision O+erationsas the Item &aster Organi>ation.

I# te Ite! &aster Organi;ation is any ting oter tan Vision

+perations9 wen you try to assign ite!s to organi;ations9 you

will #ind tat your organi;ation is not listed.

1.0.25%hoose the %alendar that you have already defined

1.0.23%heck or uncheck the check bo!llo #eatie BalancesIf the check bo! is checked, during inventory transactions, if theBty of any item is driven negative, the system will not object. If thecheck bo! is unchecked, you will not be able to do any transaction

by which the Bty of any item will be driven negative.

1.0.20%hose the locator control

1.0.24%hange region to @Costing In#or!ation

1.0.2%hoose a %osting &ethodIf "O& and I( are installed always !tan'ar' as the %osting

&ethod, because Average %osting is not possible were "O& and

I( are installed.1.0.6%heck or uncheck the check bo! *Transfer )etails to ;

If this check bo! is unchecked, only summary of the Inventory

Transactions will be transferred to ;, and not the complete

details. %hecking this check bo! can lead to system slow downwhen the transactions are transferred to ;.

1.0.1%heck or uncheck the check bo! *


20/84

1.0.4Enter the total length of the ot 6umbers

0.9.2? %hoose the /erial 6umber @niBueness 5ithin Inentory Items,5ithin Oraniation, cross Oraniations

1.0.6hoose the /erial 6umber ;eneration evel t item leel, t

oraniation leel1.0.1Enter a /erial 6umber (refi! 5any alphanumeric character7

1.0.2Enter a /tarting /erial 6umber

1.0.%hange region to @A'P Pic/9 Ite! Sourcing

1.0.%hoose an AT( ation from where you source the items.

1.0.56If the organi>ation name is entered, choose the name of the/ubinventory from where you source the material.

5The values you enter here doesn+t have too much of meaning.

Even if you enterInentory as the /ource Type, you can purchaseitems from /uppliers7

1.0.51%hange region to @Inter?org In#or!ation

1.0.52%hoose a Interorgani>ation Transfer %harge type

1.0.5%hoose all the Accounts

0.9.43 %hange region to @Oter Accounts0.9.44 %hoose all the Accounts

0.9.48 /ave and %lose

4ntering -eceiving O"tions #or te Organi;ation

I# you #ail to de#ine te -eceiving O"tions #or te Organi;ation9 you

will not 5e allowed to !a/e any "urcase order recei"ts in tat

organi;ation.

1.6.76 %lick on the push button *Others+ again

?


21/84

1.6.78 %hoose*eceiin In&ormation

1.6.79 The options you select in this window will be used as default

values.

'e critical in#or!ation tat te syste! see/s #ro! tis

window is te -eceiving Account. ations, you have to define

the /hipping 6etwork

(e assume that we want to transfer from 71 to 72 and 72 to 71

6/etupOrgani>ations/hipping 6etwork

%hoose your current organi>ation in the field Organi>ation

%hoose a /cope To Oraniation, $rom Oraniation or $rom or To

Oraniation&ove cursor to the lines

%hoose &0 in the $rom field

%hoose &1 in the To field%hoose the Transfer Type (irect orIntransit

If you have chosen(irect as the Transfer Type, then the remaining

two fields will be disabled.If you have selectedIntransitas the Transfer Type, then choose an $O"

*ecei+t The shipping organi>ation owns the goods until

the receiving organi>ation receives it.

!hi+ment The destination organi>ation owns the goods as soon as

the shipping organi>ation ships it.

If the Transfer Type is selected asIntransit, then choose a


22/84

166 ;'s

1 8on > 1666 ;'s

1 ;m > 6.661 ;

Enter a %ode for the defined @O&

/ave

Define Unit Of Measures

5%ontinuation7

%lick on the push button *@nit of &easure+

In this window, you will find that the "ase @O& is there already. "ut, youcan define additional @O&+s for this %lass as follows

Enter a name for the ne!t @O& of the same %lass where your cursor was

when you clicked on the push button *@nit Of &easure+.

Enter a code for the above @O&Optionally enter a description

00


23/84

/ave

e#ine Ite! Attri5ute Control evels

One hundred and fifty eight attributes are there for every Item. The way inwhich we set the attributes decides the functionality of he item. The

attributes can be controlled at two levels 507 &aster and 517 Organi>ation.

Master ;eel Item ttriations to which the item is assigned.

Oraniation ;eel Item ttriation level, you will be ableto update it only at the Organi>ation evel. 5That is, you have to enter into

the item definition window by the navigation 6 ItemsOrgani>ation

Items.7 hen ever you update an attribute that is controlled at the

Organi>ation evel, the made change will not reflect in any organi>ationother than the organi>ation where the change is done. $or e!ample,

suppose the attribute Inentory Itemis controlled at Organi>ation evel.

hen you defined an item you set the above attribute to *6o+ and assignedto two organi>ations &0 and &1. After that you updated the item

definition by setting *Des+ to Inentory Item from the Item &asterOrgani>ation 5-07. If you check the organi>ation attribute in &0 or &1 for

the above item, you will find that the attribute Inentory Item is still

disabled. In this case, if you want to enableInentory Itemin &0, first you

change the working organi>ation to &0 and then navigate 6 Items

Organi>ation Items and enable the attributeInentory Item. If you want to

enable this attribute in &1 also, then change your working organi>ation to

&1 and then navigate 6 ItemsOrgani>ation Items and enable the

attributeInentory Item

?n short we can say that an attribute controlled at 7aster le"el will ha"e

the same "alue always in all the organi@ations but an attribute

controlled at organi@ation le"el can ha"e different "aluesindifferent

organi@ations

Out of the 04: attributes the below given 1 attributes can be controlled

only at the master level 0: can be controlled only at the organi>ation level.

01


24/84

ttriation08. /ource /ubinventory

09. I( /upply ocator0:. I( /upply /ubinventory

6/etupItemsAttributes

This window is divided into two blocks. In the upper block, 04=

attributes are listed and in the lower block, the : /tatus Attributes

or Cey Attributes are listed.Inthe upper block, against eachattribute you can choose a value for the *%ontrolled At+ field.

Master or Oraniation

In the lower block also you can choose a value of Master orOraniation for the *%ontrolled At+ field. Apart from the control

level setting, in the case of /tatus Attributes, you have to choose a

value for the field */tatus /etting+

02


25/84

Status Setting o# te :ey Attri5utesIn the */tatus /etting+ field of the key attributes, you can chooseeither (e&aults )alue or !ets )alue. If(e&aults )alue is selected,

the users will be able to make changes whenever they want. On the

contrary, if !ets )alue is selected, a user will not be able to updatethe values even at the &aster evel.

8he window of -ttribute &ontrol will be accessible only by a "ery

high authority of the organi@ation in a real situation.

e#ine Ite! Status 'e!"lates

6/etupItems/tatus %odes

Enter a name for the templateOptionally enter a description

Dou can see that all the : /tatus Attributes are listed below with a

check bo! against each one of them. hether you can check or

uncheck the check bo! as per your reBuirement.

The *@sage+ field is only a display field where you can see what is

the /tatus /etting for each Cey Attribute. $or e!ample, in theAttribute %ontrol window, suppose you have selected a value of

(e&aults )alue for the attribute *"O& Allowed+, a value of !ets

)aluefor the attribute *"uild in I( and a value of#onefor theattribute =urchasaation no body will be able to update theattributeBuil' in 5I=.If any situation arises in which you want to

update theBuil' in 5I=attribute of the abovementioned item, youhave to change the /tatus /etting of Buil' in 5I= to *)efaults

-alue+ from the *Attribute %ontrol+ window. The Attribute %ontrol

window will be normally available for a higher authority of an

organi>ation.

03


26/84

e#ine ser Ite! 'y"es

@ser Item Types are nothing but a label for the item. In a given time whena user wants to find out the general functionality of an item, it is difficult

to go through all the regions of the item definition window. To save a user

from the difficulty mentioned above, we use a label or name or Item Typeto roughly understand the way in which the attributes are set in general.

"y seeing the name, say, *(urchased Item+ we get an idea about the

possible attribute setting of that item. /imilarly, by seeing the name, say,*$inished ;ood+ we get an idea about the possible attribute setting of that

item. This name or better to say this @ser Item Type is assigned in the first

window of Item definition.

6/etupItemsItem Types

%lick on the inesIf no blank row is available, create one by pressing the keys %trl and

)own Arrow together.Enter a %ode for the Item Type

Enter a &eaning for the %odeThe or's you enter as 7eaning ill ation code only if you want to restrict the use of this

template only n a particular organi@ation otherwise lea"e this

field blan#

%hoose values for all those attributes that are common for a set of items.

/ave

e#ine Asset Ite!s and Assign to Organi;ations

&autionation Assignment 5This option in the /pecial

menu will be available only if the item definition is saved7

00.03.? The names and codes of all organi>ations that are coming under

the current item master organi>ation will be there in this windowwith a check bo! to the right of each organi>ation name.

%heck the above said check bo! against all those organi>ation

names to which you want to assign the current item.

00.03.0= /ave

7ote>

In your organi;ation de#inition9 i# any organi;ation oter tan 31?

3ision O"erations9 ten you will not #ind your organi;ation in te

a5ove window.

e#ine 42"ense Ite!s and Assign to Organi;ations

The complete procedure is e!actly the same as in the case of defining an

asset item. All that you have to do is, after step 00.03.8, that is,after applying the template, change the region to *%osting+ and set

the following attributes.

%osting Enabled 6o

Asset Item 6o

After ensuring the above attribute setting, you can proceed with thesteps from 00.03.9

08


28/84

e#ine O& Conversions

Dou can define two types of @O& %onversions.

Standard ConversionsIte! S"eci#ic Conversions

The Ite! S"eci#ic Conversions can conversions can again be made intwo ways.

o Inter Class Conversions

o Intra Class Conversions

!tan'ar' Conersions

/tandard %onversions are defined between standard @O&+s likeCilogram, ;ram, &eter, %entimeter, Each, )o>en etc. As the defined

conversion factors are universally accepted figures, it can be made

applicable to any item.

Standard &on"ersions can be defined e"en before defining the item

Assu!"tions>

nit o# &easure Class > G!9 :g9 uintal and 'on

Base O& > :g

StandardConversion #actor #or>

G! D 0.001

uintal D 100

'on D 1000

6/etup@nit of &easures%onversions

%hoose the region */tandard+

%hoose a @O& oter tan te Base nit o# &easurein the field *@nit+.5;m, Fuintal or Ton7

Tab to the field *%onversion+.Enter the %onversion factor 5for ;m, enter the value =.==0, for Fuintal,

enter the value 0== and for Ton, enter the value 0===7

/ave

Read the display field at the bottom of the screen

09


29/84

Item Specific Conversions

Ite! S"eci#ic Conversions can 5e de#ined only a#ter de#ining ite!s.

There will be many situations when you want to use a different @O& for an item

when transacting it. If a different @O& is used, naturally there must be arelationship established between the involved @O&+s. e have already seen that

when standard conversions are defined between different @O&+s of the same

class, it is not item specific. It need not be item specific because the conversions

are done between @O&+s of the same class and moreover, the used conversionfactors are world wide accepted standards.

6ow, let us look into a practical situation where you use a @O& of Box for aparticular item. 'ere the Buestion is 1 Box @ o Many. Even though both the

@O&+s involved in this conversion belong to the same class, the answer to thisBuestion can be given only if the item is specified. e can say that if the item A=0is packed into the bo!, 1 Box @ 70 Each. If item A=1 is packed into the bo!, 1

Box @ 27 Each. That is, if conversions are defined for nonstandard @O&+s, they

must be Item /pecific.

6ow, let us analy>e a situation when you want to define a conversion between

@O&+s of two different classes. Assume that we want to define conversion

between C; and %ubic &eter. In this case also, we will be able to derive aconversion factor only if the item is known. /o, a conversion between @O&+s of

different classes, is also will be Item /pecific.

A conversion defined for an item between two @O&+s of the same class is known

as Intra Class Conversion.

A conversion defined for an item between two @O&+s of different classes is

known as Inter Class Conversion.

Intra Class Conversions

0.08.9 6/etup@nit Of &easures%onversions

0.08.: %hange region to Intra?class0.08.? %hoose an item

0.08.0= %hoose a @O& other than the "ase @O& in the field named *@nit+0.08.00 %hoose a conversion factor in the field named *%onversion+

0.08.01 /ave

0.08.02 &ove cursor to the ne!t line and repeat steps 0.08.? to 0.08.01

0:


30/84

Inter Class Conversions

'e conversions o# tis ty"e are always de#ined wit te "ri!ary O& o# te

ite!.

0.08.9 6/etup@nit of &easures%onversions

0.08.: %hange region to Inter?class0.08.? %hoose an item

As soon as you choose the item, in the Source 5loc/ the *"ase @nit+ of theclass to which the item+s primary @O& belongs will default.

0.08.0= %hoose a base @O& of a different class other than the %lass to which theprimary @O& of the selected item belongs, in the field named *"ase

@nit+ of the estination 5loc/0.08.00 %hoose a conversion factor in the field named *%onversion+

0.08.01 /ave0.08.02 &ove cursor to the ne!t line and repeat steps 0.08.? to 0.08.01

e#ine Ite! -evisions

hen an item is placed under ation Items

Enter the item name

%lick on the push button *$ind+/pecial


31/84

0.0:.: Indicate whether the relationship is one way or reciprocal by

checking or unchecking the check bo! *


32/84

%hoose the %atalog ;roup 6ame

%heck the check bo! *%atalog %omplete+

%lick on the *ines+All the descriptive elements that you have entered for the %atalog ;roup

defaults.

Enter values of the item Bueried in step 0.1=.0= for each )escriptiveElement. If a particular descriptive element is not applicable for a

particular item, then you can leave that field blank.

Fuery the ne!t item and repeat steps 0.1=.00 to 0.1=.08 till all thereBuired items are assigned to the %atalog ;roup

Searcing #or Ite! in te Catalog 5y S"eci#ying a

escri"tive 4le!ent 3alue

6ItemsItems /earch

%hoose the reBuired organi>ation

%hange the region toItem Catalo%hoose the catalog ;roup 6ame

All the descriptive elements defined for the catalog group will

default

Enter a value against one of the descriptive elements. /ay, we entered a

value of 3== against the descriptive element *ation specific. /o, you have to definesubinventories separately for each organi>ation. "etween organi>ations,

the subinventory names can be repeated.

6/etup/ubinventories

%lick on the push button *6ew+

Enter a name for the /ubinventory

Optionally enter description

%heck the check bo! *Fty Tracked+%heck the check bo! *Asset /ubinventory+

%heck or uncheck the remaining check bo!es Inclu'e in T=, llo

*eseration, #etta


33/84

=re+rocessin,

=rocessin=ost =rocessin

Optionally enter the following item Sourcingdetails

Ty+e !u++lier orInentory

Oraniation I& >Ty+e? is selecte' as >Inentory?, theno+tionally choose an oraniation

!uTy+e? is selecte' as >Inentory?, then

o+tionally choose a !u


34/84

Assign Items

5%ontinuation7

%lick on the push button *Item#/ubinventory+%hoose the Item

&ove cursor to the ne!t line and choose the ne!t item


35/84

Optionally choose the remaining (hysical Attributes

/ave

e#ine Freigt Carriers

6ormally people consider $reight carrier as a -ehicle. As far as OracleApplications is concerned this is not true. In Oracle Appps, the term

$reight %arrier means, a transporting company. -ehicle you have to define

as an Item as mentioned in 0.12.

6/etup$reight %arriers

Enter a %arrier6ameOptionally enter a description

%hoose a *)istribution Account+

/ave

e#ine 'ransaction Source 'y"es

6/etupTransactionsTypes

%hange region to *@serdefined+

%hoose a /ource Type

%hoose an action/ave

7ote>

-e#er "age 10 o# te Course &aterial to #ind te list o# Source 'y"es

and actions tat you can coose in ste"s 1.$+.% and 1.$+.(

e#ine 'ransaction -easons

6/etupTransactions


36/84

e#ine Si""ing &etods

6/etupOrgani>ation/hipping &ethods

Enter a %ode for the new shipping method

Enter a meaning for the above %ode. This meaning that you enter here willbe the value that you are going to get in the O- wherever a

/hipping &ethod is to be selected.

Optionally enter a descriptionEnter an effective $rom date

%heck the check bo! *Enabled+

/ave

e#ine 'ransit 'i!es #or Si""ing &etods

6/etup

%hoose the $rom Organi>ation and ocation%hoose the To Organi>ation and ocation

%hoose the /hipping &ethodEnter the nu!5er o# daysthat the specified shipping method will take to

transfer material between the organi>ations mentioned in steps

0.20.1 and 0.20.2.&ove cursor to the ne!t line and repeat steps 0.20.3 and 0.20.4 till then

Intransit Times for all the possible /hipping &ethods are defined.

%heck the check bo! *)efault &ethod+ only for that /hipping &ethodwhich you freBuently used.

/ave

e#ine Organi;ation Access

6/etupOrgani>ationsOrgani>ation Access

%hoose an Organi>ation

%hoose a application Oracle =urchasin, Oracle uman *esources etc

in the field named *Application+%hoose a -es"onsi5ilityname in the field named *6ame+

&ove cursor to the ne!t line and repeat steps 0.21.1 to 0.21.3

/ave

7ote>'e organi;ation na!es can 5e re"eated

'e co!5ination o# $-pplication' and $Responsibility' cannot 5e

re"eated. 'at is9 te value derived 5y co!5ining te values o#

$-pplication' and $Responsibility' !ust 5e unique. Eou can !a/e

co!5inations as #ollows.

A""lication 7a!e

14


37/84

+racle Purchasing P+ Super 9ser

Oracle Purcasing ocal ser

1.%$ auncing 'ransaction &anagers

If the %ost &anager is inactive for an organi>ation, in I(, the


38/84

/ave

Che!ing the On"hand #uantities

6

Onhand Availability

Onhand FuantitiesEnter the Item

%lick on the push button *$ind+

If Onhand Buantity e!ists for the item a new window will be opened withdetails of the onhand Buantities

%lick on the push button */ubinventory+

Dou can now see /ubinventory wise distribution of the item.

%.$ &iscellaneous Issue

2.1.0 6Transactions&iscellaneous Transactions

2.1.1 %hoose the Type asMiscellaneous Issue2.1.2 %lick on the push button *Transaction ines+2.1.3 %hoose an Item

2.1.4 %hoose the /ubinventory

2.1.8 Enter the Fty2.1.9 %hoose the Account

2.1.: Optionally choose a


39/84

Optionally choose a


40/84

Diret Inter"organization $ransfer

6TransactionsInterorg Transfers

%hoose the To Org%trl . The Type will default as per the definition in the /hipping

6etwork

Enter a value in the field named *6umber+ in the */hipment+ block5This is a mandatory field7

Optionally enter the $reiht Carrier, ayation

definition for the field *Interorg Transfer %harge+, then the actual

value can be entered while doing the interorgani>ation transfer as

follows.

&ove cursor to the field named @Added 3alue

Enter a valueinthis field2.3.03 /ave

If Re:uested Percentis selected as the option in the organi>ationdefinition for the field *Interorg Transfer %harge+, then the actual

percent can be entered while doing the interorgani>ation transfer

as follows. 'is "ercentage tat you enter ere is te

"ercentage o# te 'ransaction 3alue.

/kip steps 2.3.01 to 2.3.03

&ove cursor to the field named *Transfer %harge+

Enter the percentage of transaction value that you wish to include astransfer charge.

/ave

4ntering Freigt Carges

&ove cursor to the field named *Transportation %ost+Enter the freight charge in this field

1?


41/84

/ave

%.(.1) Cange organi;ation to te estination Organi;ation

Cec/ On?and uantities

3.A.1D Onhand AvailabilityOnhand Fuantities3.A.16 Enter the transferred item

3.A.18 %lick on the push button *$ind+

Eou !ust see tat te trans#erred qty is incre!ented in te

estination organi;ation.

2=


42/84

Intransit%&tandard Inter"organization $ransfer

..1 6TransactionsInterorg Transfers

..2 %hoose the To Org.. %trl . The Type will default as per the definition in the /hipping

6etwork

.. Enter a value in the field named *6umber+ in the */hipment+ block5This is a mandatory field7

..5 Optionally enter the $reiht Carrier, ayation



follows.

..12 &ove cursor to the field named @Added 3alue

..1 Enter a valueinthis field2.3.03 /ave





/kip steps 2.3.01 to 2.3.03

&ove cursor to the field named *Transfer %harge+

Enter the percentage of transaction value that you wish to include astransfer charge.

/ave


&ove cursor to the field named *Transportation %ost+Enter the freight charge in this field

20


43/84

/ave

Cange organi;ation to te estination Organi;ation


6Onhand AvailabilityOnhand FuantitiesEnter the transferred item


Eou will see tat te trans#erred qty is 7O' incre!ented in te


-eceiving te Ite! in te estination Organi;ation6Transactions


44/84

/ave

Cec/ On?and uantities6Onhand AvailabilityOnhand Fuantities

Enter the transferred item


'is ti!e you !ust see tat te elivered ty is incre!ented in te

destination organi;ation.

22


45/84

Intransit%Inspetion 'e(uired Inter"organization $ransfer

..1 6TransactionsInterorg Transfers

..2 %hoose the To Org.. %trl . The Type will default as per the definition in the /hipping

6etwork

.. Enter a value in the field named *6umber+ in the */hipment+ block5This is a mandatory field7

..5 Optionally enter the $reiht Carrier, ayation



follows.

..12 &ove cursor to the field named @Added 3alue

..1 Enter a value in this field2.3.03 /ave





2.3.04 /kip steps 2.3.01 to 2.3.03

2.3.08 &ove cursor to the field named *Transfer %harge+

2.3.09 Enter the percentage of transaction value that you wish to includeas transfer charge.

3.A.19 /ave


3.A.20 &ove cursor to the field named *Transportation %ost+3.A.21 Enter the freight charge in this field

23


46/84

3.A.22 /ave

..2 Cange organi;ation to te estination Organi;ation


3.A.2A 6Onhand AvailabilityOnhand Fuantities3.A.27 Enter the transferred item

3.A.2D %lick on the push button *$ind+

Eou will see tat te trans#erred qty is 7O' incre!ented in te


-eceiving te Ite! in te estination Organi;ation3.A.266Transactions


47/84

3.A.A8 %hoose a status*eect

3.A.A9 Enter the Bty rejected

8he total of the accepted :ty and the reected :ty should match

with the :ty recei"ed

3.A.70 /ave

Cec/ On?and uantities3.A.71 6Onhand AvailabilityOnhand Fuantities

3.A.72 Enter the transferred item3.A.73 %lick on the push button *$ind+

Eou will see tat te trans#erred qty is still 7O' incre!ented in te


elivering te -eceived Ite! to a Suita5le su5inventory o#

te estination Organi;ation3.A.7A 6Transactions


48/84

%.) 'rac/ing &aterials in Intransit Inventory

Intransit InventoryIntransit Inventory is not a de#ined su5inventory. 'e !aterial is in

Intransit Inventory !eans tat te !aterial is on te road or 5etter tosay tat te !aterial is on te !ove.

'ill te trans#erred quantities are received in te estination

organi;ation9 you will 5e a5le to see te Intransit Inventory only #ro!

te Source Organi;ation

%.).1 Cange Organi;ation to te Organi;ation #ro! were te

trans#er is !ade.

2.4.1 6TransactionsTransaction /ummaries

2.4.2 Enter an Item

2.4.3 %lick on the push button */ummari>e+2.4.4 %hange region to *Intransit+

ere you will 5e a5le to see te quantities o# !aterial lying in

te Intransit Inventory.

29


49/84

(.0 Inventory Controls

*Inventory %ontrol+ means how individual item or a group of items can be tracked

when transactions are performed on it. Oracle Inventory is capable of handling

#ourdifferent types of controls on the items that are assigned to an organi>ation.They are

3.0


50/84

Transactions&iscellaneous Transactions

%hoose the Type asMiscellaneous *ecei+t%lick on the push button *Transaction ines+

%hoose the item selected in step 3.0.1

o not coose a value in te #ield na!ed @-ev

%hoose the /ubinventoryEnter Fty

%hoose the Account

Optionally choose a e your Item

ocator key fle!field to suit your e!act reBuirement.

Pre?s"eci#ied ocator Control

In the organi>ation definition 5Inventory (arameters region7, ensure that

you selected the option/etermined at Subin"entory Ce"elfor thefield named *ocator %ontrol+

In the subinventory definition, ensure that you selected the value ?tem

Ce"elfor the field named *ocator %ontrol+6ItemsOrgani>ation Items

Enter the item that you want o place under ocator %ontrol


%hange region to *Inventory+%hoose a valuePrespecifiedin the field named *ocator %ontrol+

/ave

2?


51/84

e#ining ocators #or a Su5inventory

6/etupOrgani>ation/ubinventories

$00, Enter the /ubinventory name, %trl $00

%lick o the push button *Open+%lick o the push button *ocators+

"y keeping the cursor in the first item, define the locators for it in the

lower block named @ocators #or tis Ite! Su5inventory&ove cursor to the ne!t item in the upper block and repeat the above step.

/ave

7ow9 you cannot do transactions wit te a5ove ite! witout

coosing a valid locator.

'esting


%hoose the Type asMiscellaneous *ecei+t

%lick on the push button *Transaction ines+

%hoose the item selected in step 3.1.3

%hoose a value in the field named *ation Items

Enter the item that you want o place under ocator %ontrol

%lick on the push button *$ind+%hange region to *Inventory+

%hoose a value/ynamic %ntry in the field named *ocator %ontrol+

3=


52/84

/ave

3.1.24 )o the Testing as mentioned in step 3.1.08 to 3.1.18

(.% ot Control

ot %ontrol is adopted to identify a group of items. If you are a Te!tile&anufacturer, the cotton that you receive may be placed under lot control.

Each truckload of cotton may be treated as one lot.

3.2.0 Ensure the following values for ot %ontrol fields 5ation definition.

@niBueness Across Items

;eneration At Item evel(refi! Enter an alphanumeric character as prefi!

Total ength Enter a value of 3 if you want to generatethreedigit lot number. 5The e!tra 0 is for the prefi!7

6ItemsOrgani>ation Items

Enter the item that you want to place under ot %ontrol


%hange region to *Inventory+%hoose a value of ,ull &ontrolfor the field named ot %ontrol

Enter a /tarting ot (refi! 5an alphanumeric character7

Enter a /tarting ot 6umber/ave

'esting


%hoose the Type asMiscellaneous *ecei+t

%lick on the push button *Transaction ines+%hoose the item selected in step 3.2.2

%hoose a value in the field named *


53/84

Eou will see tat te syste! does not allow you to save te

transaction as you ave not selected a valid lot nu!5er #or te

qty received.

%lick on the push button *ot#/erial+

%lick on the push button *;enerate+/ou ill &in a ne lot num

It is de#initely not necessary to do ste"s (.%.$( to (.%.$*9 i# you wis to

give te sa!e lot nu!5er #or all te received qty. In tat case9 you

ave to enter all te received qty in ste" (.%.$%.

(.( Serial Control

/erial 6umber %ontrol is adopted when you want to track individual

pieces of an item. This is generally used for costly items.

3.3.0 Ensure the following values for /erial %ontrol fields 5ation definition.

@niBueness 5ithin Inentory Items;eneration t Item ;eel

(refi! Enter an alphanumeric character as prefi!

/tarting /erial 6umber Enter a number

..2 6ItemsOrgani>ation Items

.. Enter the item that you want to place under /erial %ontrol

.. %lick on the push button *$ind+

..5 %hange region to *Inventory+

..3 %hoose a value of Predefined for the field named /erial

;eneration..0 Enter a /tarting /erial (refi! 5an alphanumeric character7

..4 Enter a /tarting /erial 6umber

.. /ave

Generating Serial 7u!5ers

..16 6Onhand Availability;enerate /erial 6umbers

31


54/84

..11 %hose the following parameters for the report

Item %hose the item selected in 3.3.2Fuantity Enter the total number of serial numbers

you want to generate this time.

..12 %lick on OC..1 %lick on the push button */ubmit+

..1 'elp-iew &y


55/84

).0 Inventory Planning

).$ &in?&a2 Planning

&in&a! planning is generally adopted for items, which are regularlypurchased. /ay, for e!ample, let us consider the purchase of bearings, v

belts etc. The consumption of these types of items will be more or lesssame every month. /o, you can fi! a minimum and ma!imum stock level

for these items considering the consumption level.

Once an item is placed under &in&a! (lanning, you can make

arrangement to create purchase reBuisitions automatically when the item+s

onhand Bty falls below the minimum level fi!ed for the it.

Dou can do the &in&a! planning for "uy items as well as &ake items. If

a "uy item is placed under &in&a! (lanning, you can do the planning togenerate purchase reBuisitions at two levels, vi>Organi>ation evel and /ubinventory evel.

If a &ake item is placed under &in&a! (lanning, the system creates I()iscrete Kobs instead of purchase reBuisitions. &in&a! (lanning for a

make item can be done only at Organi;ation evel

).$.1 Organi;ation evel &in?&a2 Planning #or Buy Ite!s

4.1.0.0 6ItemsOrgani>ation Items4.1.0.1 Enter the item that you want to place under organi>ation

evel &in&a! (lanning

4.1.0.2 %lick on the push button *$ind+4.1.0.3 %hange region to *;eneral (lanning+

4.1.0.4 %hooseBuyas value for the field named *&ake or "uy+

4.1.0.8 %hoose !u++lieras value for the field named */ource Type+4.1.0.9 %hoose the 7inD7a! Planning as value for the field

named *Inventory (lanning &ethod.

4.1.0.: Enter the list price of item. 5$or report generation7.

4.1.0.? Enter a &inimum Fty

4.1.0.0= Enter a &a!imum Fty4.1.0.00 Enter the &inimum Order Fty

4.1.0.01 Enter the &a!imum Order Fty4.0.0.0= optionally enter the $i!ed ot &ultiplier

4.0.0.00 /ave

33


56/84

Create Purcase -equisition Auto!atically

4nsure tat te on?and qty o# te ite! is well 5elow te &in?

&a2 !ini!u! qty.

4.0.0.01 'elp-iew &y


57/84

4.0.0.12 /witch


58/84

Create Purcase -equisition Auto!atically

4nsure tat te on?and qty o# te ite! in te a5ove

Su5inventory is well 5elow te &in?&a2 !ini!u! qty.

4.0.1.01 'elp-iew &y


59/84

4.0.1.12 /witch


60/84

4.0.2.02 $00, Enter the Item 6ame, %trl $00

4.0.2.03 %hange region to *(urchasing+

4.0.2.04 @ncheck the check bo! named *(urchasable+4.0.2.08 /ave

Create iscrete o5 Auto!atically

4nsure tat te on?and qty o# te ite! is well 5elow te &in?

&a2 !ini!u! qty.

4.0.2.01 'elp-iew &y


61/84

).$ -eorder Point Planning

A complete ation level as

follows.

a 6ItemsOrgani>ation Items


62/84

4.1.1.0? %hoose the "ucket Type (ays

4.1.1.1= %hoose the starting date of your demand in the field

named 5$rom7 )ate4.1.1.10 %hoose the last date of your demand in the field named

*End )ate+

4.1.1.11 Enter your demand in the field named 5%urrent7 Fuantity

'e uantity you enter ere is te require!ent "er 5uc/et.

Say9 #or e2a!"le9 i# your Buc/et 'y"e is selected/aysand you

entered a qty o# +0 !eans tat your de!and #or te ite! is +0

"er day. I# te selected Buc/et 'y"e is (ee#sand i# you entered

a ty o# +09 !eans tat your de!and #or te ite! is +0 "er

wee/ or 10 "er day.

4.1.1.12 Optionally enter a *%onfidence (ercent+

'e @Con#idence Percent re"resent te accuracy o# Forecast. I#you entered a ty o# 100 and a con#idence Percent o# 09 te

actual de!and will 5e considered as 100 H 6100 2 0=1008 D 0.

4.1.1.13 %lose the window

4.1.1.14 %lick on the second line and repeat steps 4.1.1.0: to4.1.1.12

4.1.1.18 %lose the )etails window

4.1.1.19 %lose the $orecast Items window.4.1.1.1: %lick on the second $orecast name

4.1.1.1?

One @Forecast Set can contain !ulti"le @Forecasts9 A Forecast

can 5e used to de#ine te de!and #or s"eci#ic "eriod o# a year

or to de#ine te de!and #or a "articular region o# sales.

).$.% e#ine or Generate Sa#ety Stoc/

e#ine a sa#ety Stoc/ &anually

4.1.2.0 6(lanning/afety stocks

%lick on the push button *6ew+

%hoose the item

Enter an Effective date

Enter the Fty that you want as /afety /tock/ave

40


63/84

Generate Sa#ety Stoc/ as a Percentage o# Forecast

e!and

7.2.3.16(lanning/afety /tock

7.2.3.2 $00, Enter the item you entered in step 4.1.2.2, %trl $007.2.3.3 %lick on the push button *Open+

7.2.3.A /pecial


64/84

4nsure tat te on?and qty o# te ite! is well 5elow te Sa#ety

Stoc/ qty.

7.2.A.1 'elp-iew &y


65/84

;roup "y Item

7.2.7.D%lick on OC7.2.7.6%lick on the push button */ubmit+

7.2.7.8 %lick on 6o

7.2.7.9 %lick on the push button *$ind+

4.1.4.0= %lick on the push button *


66/84

).% -e"lenis!ent

The


67/84

4.2.11 %lick on 6o

4.2.12 %lick on the push button *$ind+

4.2.13 %lick on the push button *


68/84

).( :an5an

7.A.1 6Canban(ull /eBuences

7.A.2 %lick on the push button *6ew+

7.A.3 %hoose the item7.A.A %hoose the /ubinventory

7.A.7 %hoose a locator if the item is under ocator %ontrol

7.A.D %hoose the /tatusctie7.A.6 %hoose a %ard /tatus#e

7.A.8 %hoose the /ource Type as !u++lier

7.A.9 %hoose a /upplier 6ame7.A.10 Tab to the field named *Canban /i>e+ and enter the Canban si>e

7.A.11 Enter he 6umber of %ards

7.A.12 Enter the &in Order Fty7.A.13 /ave

7.A.1A lick on the push button *%ards+

7.A.17 Enter a %ard 6umber7.A.1D %lick on the push button *


69/84

4.2.13 %lick on the push button *


70/84

*.0 Accuracy

In any organi>ation, due to missing transactions or inaccurate entries of

transactions, there will be every possibility for differences in the system onhand

Buantities and the actual Buantities lying in the /ubinventory. In order to correctthe differences, people physically count the items and correct the system onhand

Buantities periodically. This we generally call as /tock Taking. Oracle Inventoryis capable of managing the /tock Taking in two ways. The two ways are 507 %ycle

%ounting and 517 (hysical Inventory

618 Cycle Counting

Instead of counting all the items simultaneously, you can plan and count only a

few items every day or every week. $or doing %ycle %ounting of an item, youmust set the item attribute Ena


71/84

D.1.7 %hoose a %riterion in the *%ompile /pecification+ block. Current

on4han' alue

D.1.D %lick on the push button *%ompile+

D.1.6 'elp-iew &y


72/84

e#ine ABC Classes

D.1.11 6A"% %odesA"% %lasses

D.1.12 Enter a %lass name

D.1.13 Optionally enter description for the above classD.1.1A &ove cursor to the ne!t line

D.1.17 Enter the name of the second %lass

D.1.1D Optionally enter a description for the second %lassD.1.16

Eou can enter any nu!5er o# classes. 7eed not to li!it to only tree

classes na!ed A9 B and C.

e#ine ABC Assign!ent Grou" and Assign Classes to it

D.1.19 6A"% %odesA"% Assignment ;roups

D.1.20 Enter a ;roup 6ame

D.1.21 %hoose an A"% %ompile name in the field named *%ompile

6ame+

D.1.22 %lick on the push button *;roup %lasses+

D.1.23 %hoose a *(riority+ 5say 07D.1.2A %hoose an A"% %lass name in the field named *%lass 6ame+

D.1.27 &ove cursor to the ne!t line and repeat steps 8.0.12 and 8.0.13

D.1.2D


73/84

D.1.33


74/84

"enerate cycle count re:uests

Cycle count listin

8.1.1? %lick in the field *(arameters+ of the first report and enter the

following parameters.

All %ycle %ounts 6o

%ycle %ount 6ame %hoose your cycle count name

Include %ontrol Items 6o

8.1.2= %lick on OC

8.1.20 %lick in the field *(arameters+ of the second report and enter the


All %ycle %ounts 6o



8.1.21 %lick on OC8.1.22 %lick in the field *(arameters+ of the third report and enter the


All %ycle %ounts 6o



%lick on OC

%lick on the push button */ubmit+

'elp-iew &y


75/84

6%ounting%ycle %ountingApprove %ounts

Enter the %ycle %ount name


%hoose the reBuired radio button #one, ++roe', *eecte' or *ecount

for each line as appropriate./ave

*.% Pysical Inventory

A complete (hysical Inventory involves the following actions

)efine (hysical Inventory Take a /napshot of /ystem Onhand Fuantities ;enerate (hysical Inventory Tags

(rint the ;enerated Tags Attach the Tags to its respective item %ount the actual Buantities and enter them in the respective

tag.

%ollect all the Tags Enter the Buantities recorded in the Tag in the /ystem Approve the (hysical Inventory

aunch Adjustments

e#ine Pysical Inventory

6%ounting(hysical Inventory(hysical Inventories

Enter a name for your (hysical Inventory

Optionally enter a description

%hooseI& out o& toleranceas value for the field named *


76/84

'a/e a Sna"sot o# Syste! On?and uantities

8.2.: %lick on the push button */napshot+

Generate Physial Inventory $ags

6%ounting(hysical InventoryTag ;eneration

%hoose the physical inventory name in the *6ame field

%hoose the *Type+ as(e&ault

%heck or uncheck the check bo! */how /erial on Tags+Enter a /tarting Tag

Enter the )igit Increment

I& the >!tartin Ta? is entere' as 001, then the >(iit Increment?must


77/84

This has to be done manually

Enter the (uantities reorded in the $ag in the &ystem

6%ounting(hysical InventoryTag %ounts

Enter the (hysical Inventory name

%lick on the push button *$ind+All the items will be listed now in the lines

Enter the counted Buantities in the field named *Fty+ for each item.

%heck the check bo! named *-oid+ for all those items, which are notdeliberately counted.

?f "oiding is not done for any missing entry the system will

assume a :ty of @ero when posting adustments

8.2.21 /ave

Approve the Physial Inventory

6%ounting(hysical InventoryApprove Adjustments

Enter the (hysical Inventory name


%hoose the action#one, ++roe or*eect for each line.

/ave

)aunh Ad*ustments

6%ounting(hysical Inventory(hysical Inventories

$00, Enter the (hysical Inventory name, %trl $00/pecialaunch Adjustments

Enter an Adjustment Account

Enter an Adjustment )ate%lick on the push button *aunch Adjustments+

88


78/84

+.0 Inventory Costing

%osting is broadly classified into /tandard %osting and Average %osting. @nder

/tandard %osting, you will have to manually define the item cost. The system will

not generate the cost by averaging the (O prices.

In Average %osting, you need not define the Item %ost. The system willautomatically generate the %ost by averaging the (O prices.

If "O& and I( are installed, you cannot adopt Average %osting. The onlyoption you can select is /tandard %osting. 5The %osting &ethod for an

organi>ation is selected in the organi>ation definition.7 "ecause of this reason, we

will discuss only the things that you are supposed to do under /tandard %osting.

@sing Oracle Inventory is installed you can do the Inventory %osting. In

Inventory %osting, you can define and update the item costs. If Inventory and"O& are installed, you can find out the E!pected %ost of manufacturing of anitem. If Inventory, "O& and I( are installed, you can find out the Actual %ost

of manufacturing of an item.

+.1 Cost 4le!ents

The following are the %ost Elements

&aterial 5&aterial %ost7

&aterial Overhead 5(rocurement cost of materials7


79/84

6.2.1 6 /etup %osts /ubelements &aterial 5for defining

&aterial /ubelements76.2.2 Enter a /ubelement name in the field named *&aterial+

6.2.3 Optionally enter a description for the /ubelement

6.2.A %hoose the )efault "asis asItem

6.2.7 /ave

Overead Su5?ele!ent6.2.D 6 /etup %osts/ubelementsOverhead 5for defining

Overhead /ubelements7

6.2.6 Enter an Overhead /ubelement name in the field named

*Overhead+6.2.8 %hoose the %ost Element as Oerhea'

6.2.9 Optionally enter a description

6.2.10 %hoose an Absorption Account6.2.11 /ave

+.% Cost 'y"es

%ost Types are logical containers for holding the cost of an item. A %ost

Type is made up of certain or all %ost Elements and their corresponding/ubelements. It should be note that the values of cost are held by /ub

elements and not by %ost Elements. Even if there is only one piece of cost

for a particular %ost Element, say, &aterial, you have to define a &aterial/ubelement for holding that piece of cost.

Oracle Inventory provides two predefined %ost Types. 507 $ro>en and 517%urrent. Fro;enis used as the )efault %ost Type under /tandard %osting

and Currentis used as the )efault %ost Type under Average %osting.

@nder standard costing, we have seen that the item cost is definedmanually by a user. This will necessitate to updating the cost of an item

periodically. The updation cannot be done directly by changing the values

once after transacting the item. hat you have to do for updating the costof an item is to create a separate set of costs under a different %ost Type

and then update the original cost from the new %ost Type created. 6ow the

item is having two %ost Types associate with it. One is the running cost

held by the )efault %ost Type 5$ro>en7 and the other is the cost held byanother %ost Type created for updating the )efault %ost. In this way you

can create any number of costs for an item using different %ost Types.Afterwards, if you want, you can compare the costs of different %ost

Types.

/uppose you have created %ost Types named >Cost 2000?, >Cost 2001?forholding the item costs of the year 1=== and 1==0. Dou used this %ost

8:


80/84

Types to update the )efault %ost Type 5$ro>en7 in the years 1=== and

1==0. 6ow, you got three %ost Types with values in it. Dou can now make

comparison among the costs of 1=== and 1==0.

6.3.1 6/etup%osts%ost Types

6.3.2 %lick on the push button *6ew+6.3.3 Enter a name for the %ost Type

6.3.A Optionally enter a description

6.3.7 %hoose the )efault %ost Type as$roen6.3.D %heck the check bo! named *&ultiOrg+ if you want this %ost

Type name to be available in organi>ations other than your current

organi>ation. If this check bo! is checked, only the %ost Typename will be available to other organi>ations and not the cost

defined in it.

6.3.6 %heck the check bo! named *Allow @pdate+

6.3.8 %heck the check bo! named *Available To Engineering+

6.3.9 %heck the check bo! named *%omponent Dield+6.3.10 %heck the check bo! named *Element+

6.3.11 %heck the check bo! named *Operation+6.3.12 /ave

+.( e#ine Ite! Cost

Eou will 5e a5le to de#ine te cost o# an ite! directly only 5e#ore

"er#or!ing transactions on te ite!. I# any transaction is "er#or!ed9

te syste! will assign a cost o# ;ero #or te ite! and you will not 5e

"er!itted to cange it directly. In suc cases9 you ave to de#ine te

costs in a new Cost 'y"e and ten u"date te e2isting cost #ro! tenew Cost 'y"e.

6.A.1 6%ostsItem %osts

6.A.2 $00, Enter the item name, %trl $006.A.3 Ceep the cursor in the %ost Type $ro>en and click on the push

button *Open+

6.A.A Enter the ot /i>e6.A.7 %lick on the push button *%osts+

6.A.D %hoose the %ost Element 5&aterial7

6.A.6 %hoose a /ubelement defined for the %ost Element *&aterial+

6.A.8 %hoose the "asisItem6.A.9 Enter the


81/84

The entere' alue ill


82/84


83/84

0=.9 6ItemsOrgani>ation Items

0=.: Enter the item name0=.? %lick on the push button *$ind+

0=.0= EditAttachments

0=.00 %lick on the push button *)ocument %atalogH+

0=.01 Enter the )escription of your document0=.02 %lick on the push button *$ind+

The )ocument details appears in the lower block0=.03 %lick on the push button *Attach 0+

The )ocument is attached to the item. Dou can attach the same documentto different items at the same time.

eleting an Attac!ent0=.04 6ItemsOrgani>ation Items

0=.08 Enter the item name0=.09 %lick on the push button *$ind+

0=.0: EditAttachments

I& any 'ocument is attache' to this item, it a++ears no.

0=.0? Edit)elete

7ote>

ed Inventory#I( activity for a given period can be transferred intothe ; interface tables. Then, using Kournal Import in ;eneral edger the

information can be posted to ;.

The ;eneral edger transfers can be done at any time in an open period N not just

at period close. hen more than one period is open, the transfer selects the

transactions from the first open period up to the entered transfer date and passesthe correct accounting date and financial information to the ; Interface,

including both Inventory and I( entries. hen detail entries are transferred, thetransaction date is the accounting date with a line for line transfer. hen summary

entries are passed with two periods open, and a transfer date is entered in thesecond period, the transfer process assigns an end date to period one for all the

summari>ed transactions in period one, and assigns the entered transfer date for

the summari>ed transactions in period two.

91


84/84

@sing Kournal Import and (ost Kournal (rocess in ;, this information can be

posted to ;.

00.0 6Accounting %lose %ycleTransfer Transactions to ;

1$.0 Closing Inventory Accounting Periods

hen you close a period, all Inventory and I( transactions will be

automatically transferred to ;.

12.1 6Accounting %lose %ycleInventory Accounting (eriods

12.2 Ceep the cursor in the period that is to be closed.

12.3 %lick on the push button *%hange /tatus+

12.A %hoose the option Close

7ote>Eou cannot close a "eriod i# any "rior "eriod6s8 is o"en. 'at is9 i# te "eriod

an $001 is o"en9 you cannot close te "eriod Fe5 $001. First you ave to

close an $001 and ten Fe5 $001

oracle inventory- prats

Documents