oracle+applications+-+inventory+_+purchasing+r12+-+v1.pdf

Version 1

By

Sikandar Hayat Awan

Pakistan

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Oracle Applications R12 Inventory & Purchasing www.erpstuff.com

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The document is written by using Oracle Release 12 Vision Instance on Linux Red Hat AS. Please also suggest if you think any major feature is missing and you think that should also be part of this document. You can post your feedback directly on the web site www.erpstuff.com or email to [email protected]. If both options are not working due to any reason then please email directly to [email protected]. Your comments and feedback will be really appreciated. Thanks Last updated: September - 2007

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PPrreeffaaccee Anyone who is interested to learn, teach Oracle Inventory & Purchasing can use this document for his/her as a basic reference document. Although the document will cover most of the required but this is not the whole Oracle HRMS. So please consider it as a basic or reference document. I will also recommend reading the Oracle Documentation provided by Oracle of each module. Pre Requisites

o Oracle Applications R12 instance access References:

Document Change Log

Date Version Description 03-Sep-07 1 Users and Key Flexfields Setup.



CCoonntteennttss CCOONNTTEENNTTSS............................................................................................................................................... 4 IINNVVEENNTTOORRYY SSEETTUUPP ................................................................................................................................. 5 1 -- IINNVVEENNTTOORRYY SSEETTUUPP CCHHEECCKK LLIISSTT ....................................................................................................... 6 2 -- RREESSPPOONNSSIIBBIILLIITTYY && UUSSEERR................................................................................................................. 8

1. DEFINE INVENTORY RESPONSIBILITY ............................................................................................................ 8 2. RESPONSIBILITY ASSIGNMENT TO USER ........................................................................................................ 9 3. DEFINE PURCHASING RESPONSIBILITY ........................................................................................................ 11 4. RESPONSIBILITY ASSIGNMENT TO USER ...................................................................................................... 12

3 -- KKEEYY FFLLEEXXFFIIEELLDDSS DDEEFFIINNIITTIIOONNSS ...................................................................................................... 16 1. SYSTEM ITEMS FLEXFIELD ....................................................................................................................... 16 2. ITEM CATEGORIES FLEXFIELD ................................................................................................................... 19 3. ITEM CATALOG GROUP FLEXFIELD ............................................................................................................. 27 4. STOCK LOCATORS FLEXFIELD ................................................................................................................... 30 5. ACCOUNT ALIASES FLEXFIELD................................................................................................................... 33 6. SALES ORDERS FLEXFIELD ....................................................................................................................... 35



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# Step Required 1 Define Items Flexfield Common Applications Required 2 Define Item Categories Flexfield Common Applications Required 3 Define Item Catalog Group Flexfield Common Applications Required 4 Define Stock Locators Flexfield Common Applications Required 5 Define Account Aliases Flexfield Common Applications Required 6 Define Sales Orders Flexfield Common Distribution Required 7 Define Locations Common Distribution Optional 8 Define Employees Common Applications Optional 9 Define Organization Calendar Common Applications Optional

10 Define Organizations Common Applications Required 11 Define Organization Parameters Common Applications Optional 12 Change Organizations Common Applications Required 13 Define Intercompany Relations Common Distribution Required 14 Define Receiving Options Common Distribution Optional 15 Define Picking Rules Common Applications Optional 16 Define ATP Rules Common Applications Optional 17 Define Planners Oracle Inventory Optional 18 Define Unit of Measure Classes Common Applications Required 19 Define Unit of Measure Common Applications Optional 20 Define Unit of Measure Conversions Common Applications Optional 21 Define Subinventories Common Applications Required 22 Define Stock Locators Oracle Inventory Optional 23 Define Item Attribute Controls Oracle Inventory Required 24 Define Categories Oracle Inventory Required 25 Define Category Set Oracle Inventory Required 26 Define Default Category Sets Oracle Inventory Required 27 Define Statuses Common Applications Required



28 Define Item Catalog Oracle Inventory Optional 29 Define Item Types Oracle Inventory Optional 30 Define Item Templates Oracle Inventory Optional 31 Define Items Oracle Inventory Optional 32 Define Cross- Reference Types Oracle Inventory Optional 33 Define Item Delete Constraints Common Applications Optional 34 Define Cost Types Common Applications Required 35 Define Cost Activities Common Applications Optional 36 Define Material Sub- Elements Common Applications Optional 37 Define Material Overheads Common Applications Optional 38 Define Default Material Overhead Common Applications Optional 39 Define Freight Carriers Common Applications Optional 40 Define Organization Shipping Network Oracle Inventory Optional 41 Define Shipping Methods Oracle Inventory Optional 42 Define Movement Statistics Parameters Oracle Inventory Optional 43 Define Economic Zones Oracle Inventory Optional 44 Define Account Aliases Oracle Inventory Optional 45 Define Transaction Source Types Common Applications Optional 46 Define Transaction Types Common Applications Optional 47 Define Transaction Reasons Common Applications Optional 48 Define Purchasing Options Common Applications Optional 49 Define Accounting Periods Common Applications Required 50 Request Interface Managers Common Applications Optional 51 Set Profile Options Oracle Inventory Required 52 Define Container Types Common Distribution Optional 53 Define Commodity Codes Common Distribution Optional 54 Define Customer Items Common Distribution Optional 55 Define Customer Item Cross References Common Distribution Optional 56 Define Notification List Oracle Inventory Optional 57 Define Shortage Parameters Oracle Inventory Optional 58 Define Kanban Pull Oracle Inventory Optional



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1. Define Inventory Responsibility

1.1. To define Inventory responsibility open the Responsibilities screen,

Sys Admin: Security > Responsibility > Define

1.2. Enter the following information on the screen,

Field Value Responsibility Name XX Inventory Application Inventory Responsibility Key XX_INVENTORY Description XX Inventory Super User for demo. Effective Date From Data Group Name Standard Data Group Application Inventory Menu INV_NAVIGATE Request Group Name All Inclusive GUI Request Group Application Inventory



1.3. Save the data.

2. Responsibility Assignment to User 2.1. The next step is to assign the above defined responsibility to a user who will have

access to Inventory. Here instead of creating a new user we will assign the responsibility to our earlier created user at the time of GL configuration that is XX USER.

2.2. Open the Users form,

Sys Admin: Security > User > Define

2.3. After searching the XX USER we will attach the Responsibility XX Inventory created above to this user.

Field Value Responsibility XX Inventory Application Inventory Security Group Standard



2.4. Save the data. 2.5. Switch the responsibility to XX Inventory responsibility and you will get the following

menu.



3. Define Purchasing Responsibility

1.1. To define Purchasing responsibility open the Responsibilities screen,

Sys Admin: Security > Responsibility > Define

1.2. Enter the following information on the screen,

Field Value Responsibility Name XX Purchasing Application Purchasing Responsibility Key XX_PURCHASING



Description XX Purchasing Super User for demo. Effective Date From Data Group Name Standard Data Group Application Purchasing Menu Purchasing SuperUser GUI Request Group Name All Reports Request Group Application Purchasing

1.3. Save the data.

4. Responsibility Assignment to User 4.1. The next step is to assign the above defined responsibility to a user who will have

access to Purchasing. Here instead of creating a new user we will assign the responsibility to our earlier created user at the time of GL configuration that is XX USER.

4.2. Open the Users form,

Sys Admin: Security > User > Define



4.3. After searching the XX USER we will attach the Responsibility XX Purchasing created

above with this user.

Field Value Responsibility XX Purchasing Application Purchasing Security Group Standard

4.4. Save the data.



4.5. Switch the responsibility to XX Purchasing responsibility.

4.6. The following Purchasing Navigator will appear.



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Points to Consider Before creating Key Flexfields consider the following points,

o Plan the Structure o Plan number of segments of each Key Flexfield o Segment Size o Segment Values o Validations o Naming Conventions o Future Changes Considerations

1. System Items Flexfield Oracle allows only on System Items Flexfield at a single site. So here we will use the System Items already configured on our vision instance. If we will change this Flexfield the then the vision configuration will be invalid. So to keep vision setup intact we will use the same segments created in vision instance as default by Oracle.

1.1. Open the Key Flexfield Segments form,

Sys Admin: Application > Flexfield > Key > Segments

1.2. Click on search button (M). 1.3. Enter Inventory as search criteria and select System Items from the LOV.



1.4. Click on OK (B).



1.5. Unlike other Key Flexfield you cant create multiple System Item Flexfields on one instance. So all the companies configured on an instance will use same Flexfield.

1.6. Click on Segments (B).

1.7. Click on Open (B). Note: This is single segment configuration while you can have more segments as per requirements and item code structure.



1.8. Click on Value Set on this screen or on the segments screen.

2. Item Categories Flexfield




2.3. Create a new record and enter your Item Category flexfield Code, Title and

Description. 2.4. Click on Segments (B). 2.5. Define following segments.

Number Name Window

Prompt Column Value Set

10 Major Category Major Category

SEGMENT1 XX Major Category VS

20 Brand/Make Brand/Make SEGMENT2 XX Brand VS



2.6. After selecting Column field value click on Value Set (B).

2.7. Provide the required information and save the data. 2.8. Close this Value Sets screen.



2.9. Select the Value Set just created and click in the 2nd line to create another record. 2.10. Following warning will appear. To resolve this issue click on OK (B).

2.11. Select Major Category segment line and click Open (B).



2.12. I have just changed value of List of Values in the Prompts from Major Category to

MC. 2.13. Close this screen and now move to next record.

2.14. Select SEGMENT2 in the Column field and click on Value Set (B).



2.15. Enter required information and select Dependent as Validation Type. 2.16. Click on Edit Information (B).

2.17. Select XX Major Category VS in the Name field and NONE in the Dependent Default

Value fields. 2.18. Close this Dependent Value Set Information screen. 2.19. Save the data and close the Value Sets screen.



2.20. Select XX Bran/Make VS in the Value Set field from LOV. 2.21. Save the data and close Segments Summary screen.

2.22. Freeze Flexfield Definition by enabling check box. 2.23. Click on OK (B).



2.24. Save the data and compilation of flexfield will start.


Value Description NONE None COMPAQ Compaq DELL Dell INTEL Intel

3. Item Catalog Group Flexfield Even if you do not use item catalog, you must enable at least one segment and compile this flexfield before you can define items.

3.1. Open the Key Flexfield Segments form




3.2. Select Item Catalogs and click on OK (B).




3.4. Click on Value Set (B) to view Vision Catalog Value Set.

3.5. Close these two screens and on main screen Freeze Flexfield if not already froze.



3.6. Close the Key Flexfield Segments window.

4. Stock Locators Flexfield





Number Name Window Prompt

Column Value Set

1 Row Row SEGMENT1 4 Characters 2 Rack Rack SEGMENT2 Stock Locator Rack

3 Bin Bin SEGMENT3 Stock Locator Bin 19 Project Project SEGMENT19 PJM_PROJECT

20 Task Task SEGMENT20 PJM_TASK

Value Sets Name 4 Characters Stock

Locator Rack

Stock Locator Bin PJM_PROJECT PJM_TASK

List Type List of Values List of Values

List of Values List of Values List of Values

Security Type

No Security No Security No Security No Security No Security

Format Type

Char Number -Numbers Only (0-9)

Char Char

Maximum Size

4 7 20 25 25

Min Value 1

Max Value 9999999 Validation Type

None None None Table Table



4.4. Define segments, value sets and freeze Stock Locators flexfields.. 5. Account Aliases Flexfield Even if you do not use account aliases, you must still compile the Account Aliases Flexfield because all Oracle Inventory transaction inquiries and reports require a frozen flexfield definition. However, you do not need to configure the flexfield in a specific way.







5.4. Click on Value Set (B).



5.5. Close these two screens and Freeze the flexfield if not already froze.

5.6. Close the form.

6. Sales Orders Flexfield



Even if you do not ship items against sales orders, you must still compile the Sales Orders Flexfield because all Oracle Inventory transaction inquiries and reports require a frozen flexfield definition. However, you do not need to configure the flexfield in a specific way.







6.4. Close the Segments Summary. 6.5. Enable Allow Dynamic Inserts, Freeze Rollup Group and Freeze Flexfield Definition. 6.6. Close the form.



Note: Except Item Categories Flexfield all other Inventory Key Flexfields can be define only one at site/system level.


oracle+applications+-+inventory+_+purchasing+r12+-+v1.pdf

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