INV – Oracle Inventory Training Manual Inventory

1. Define Work Day Exception Template ................................................................................... 7

2. Define a new Workday Calendar ............................................................................................ 7
3. Define Location....................................................................................................................... 11
4. Define Organization ............................................................................................................... 12
5. Attach Organization at Location Definition ......................................................................... 16
6. Define Subinventories ............................................................................................................ 17
7. Define Stock Locators ............................................................................................................. 18
8. Define and update unit of measure classes .......................................................................... 19
9. Define Units of Measure ........................................................................................................ 20
10. Define Unit of Measure Conversions .................................................................................... 21
11. Define Transaction Source Types: ......................................................................................... 22
12. Define Transaction Types ...................................................................................................... 23
13. Define Transactions Reasons ................................................................................................. 24
14. Define Inter-Organization Shipping Networks.................................................................... 24
15. Define Items ............................................................................................................................ 25
16. Define Item Relationships ...................................................................................................... 27
17. Define Cross reference Types ................................................................................................ 28
18. Define Customer items and Cross References...................................................................... 29
19. Item Transaction Defaults ...................................................................................................... 30
20. Deletion Groups ..................................................................................................................... 31
21. Defining Item Attribute Control levels ................................................................................. 32
22. Define Item Status .................................................................................................................. 34
23. Item Template ......................................................................................................................... 36
24. Define Category Codes .......................................................................................................... 37
25. Category Set ............................................................................................................................ 41
26. Define Items and Assign Newly Defined Categories .......................................................... 43
27. Locator Controlled Items ....................................................................................................... 46
28. Revision Controlled Items ..................................................................................................... 49
29. Lot Controlled Items .............................................................................................................. 52
30. Serial Controlled Items........................................................................................................... 56
31. Revision / Locator / Lot / Serial Controlled Items............................................................. 59
32. Miscellaneous Transactions ................................................................................................... 65
33. Define Account Aliases .......................................................................................................... 67

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34. Account Alias Receipt ............................................................................................................ 67

35. Account Alias Issue ................................................................................................................ 69
36. Sub Inventory Transfers......................................................................................................... 71
37. Inter organization Transfers .................................................................................................. 73
38. Move Orders ........................................................................................................................... 76
39. PO Receipting ......................................................................................................................... 82
40. On-Hand Availability ............................................................................................................ 90
41. ABC Analysis .......................................................................................................................... 93
42. Cycle Count............................................................................................................................. 99
43. Physical inventory ................................................................................................................ 107
44. Viewing Forecast rules & Forecasts .................................................................................... 114
45. Setting up Manual Forecast ................................................................................................. 115
46. Re Order Point Planning ...................................................................................................... 118
47. Min Max Planning ................................................................................................................ 120
48. Replenishment Planning ...................................................................................................... 124
49. Average Costing ................................................................................................................... 132

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Oracle Inventory Terminology

Terms used in the conventional Inventory system and as referred in Oracle Inventory may be different. A brief explanation of the
‘Oracle Inventory’ term’s vis-à-vis the existing terminology is provided in the following paragraphs. These terms are extensively used
in documenting the ‘Inventory - To Be’ flows and it is recommended that the various users of this system get acquainted with the
same.

Item Validation Organization: The organization that contains your master list of items. You define it by setting the OE: Item Validation
Organization profile option.

Logical organization: A business unit that tracks items for accounting purposes but does not physically exist.

Organization: A business unit such as a plant, warehouse, division, department, and so on. Order Management refers to organizations
as warehouses on all Order Management windows and reports.

Destination organization: An inventory organization that receives item shipments from a given Organization.

Workday calendar: A calendar that identifies available workdays for one or more organizations. Master Scheduling/MRP, Inventory,
Work in Process, and Capacity plan and schedule activities based on a calendar’s available workdays.

Workday exception set: An entity that defines mutually exclusive sets of workday exceptions. For each organization, you can specify a
workday calendar and exception set.

Primary unit of measure: The stocking unit of measure for an item in a particular organization.

Unit of measure: The unit that the quantity of an item is expressed.

Unit of measure class: A group of units of measure and their corresponding base unit of measure. The standard unit classes are
Length, Weight, Volume, Area, Time, and Pack.

Unit of measure conversions: Numerical factors that enable you to perform transactions in units other than the primary unit of the
item being transacted.

Category: Code used to group items with similar characteristics, such as plastics, metals, or glass items.

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Category set A feature in Inventory where users may define their own group of categories. Typical category sets include purchasing,
materials, costing, and planning.

Purchased item: An item that you buy and receive. If an item is also an inventory item, you may also be able to stock it.

Standard item: Any item that can have a bill or be a component on a bill except planning items, option classes, or models. Standard
items include purchased items, subassemblies, and finished products.

Substitute item: An item that can be used in place of a component. Master Scheduling/MRP suggests substitute items on some
reports.

Inventory item: Items you stock in inventory. You control inventory for inventory items by quantity and value. Typically, the
inventory item remains an asset until you consume it. You recognize the cost of an inventory item as an expense when you consume it
or sell it. You generally value the inventory for an item by multiplying the item standard cost by the quantity on hand.

Item attribute control level: To maintain item attributes at the item master attribute level or the Organization specific level by defining
item attribute control consistent with your company policies. For example, if your company determines serial number control at
headquarters regardless of where items are used, you define and maintain serial number attribute control at the item master level. If
each organization maintains serial number control locally, they maintain those attributes at the organization specific level.

Item attributes: Specific characteristics of an item, such as order cost, item status, revision control, COGS account, etc.

Item master level attribute: An item attribute you control at the item master level as opposed to controlling at the organization level.

Item status: Code used to control the transaction activity of an item.

Deletion constraint: A business rule that restricts the entities you can delete. A deletion constraint is a test that must succeed before an
item, bill, or routing can be deleted.

Current on–hand quantity: Total quantity of the item on–hand before a transaction is processed.

On–hand quantity: The physical quantity of an item existing in inventory.

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Subinventory: Subdivision of an organization, representing either a physical area or a logical grouping of items, such as a storeroom
or receiving dock.

Locator: Physical area within a subinventory where you store material, such as a row, aisle, bin, or shelf.

Locator control: An Oracle manufacturing technique for enforcing use of locators during a material transaction.

Revision A particular version of an item, bill of material, or routing.

Revision control: An inventory control option that tracks inventory by item revision and forces you to specify a revision for each
material transaction.

Lot: A specific batch of an item identified by a number.

Lot control: An Oracle Manufacturing technique for enforcing use of lot numbers during material transactions thus enabling the
tracking of batches of items throughout their movement in and out of inventory.

Serial number: A number assigned to each unit of an item and used to track the item.

Serial numbers control: A manufacturing technique for enforcing use of serial numbers during a material transaction.

Min–max planning: An inventory planning method used to determine when and how much to order based on a fixed user–entered
minimum and maximum inventory levels.

Reorder point planning: An inventory planning method used to determine when and how much to order based on customer service
level, safety stock, carrying cost, order setup cost, lead time and average demand.

Safety stock: Quantity of stock planned to have in inventory to protect against fluctuations in demand and/or supply.

ABC classification: A method of classifying items in decreasing order of importance, such as annual dollar volume or your company’s
transaction history.

Cycle counting: An inventory accuracy analysis technique where inventory is counted on a cyclic schedule rather than once a year.

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Physicals inventory: A periodic reconciliation of item counts with system on–hand quantities.

Account alias: An easily recognized name or label representing an account charged on miscellaneous transactions. You may view,
report, and reserve against an account alias.

Inter–organization transfer: Transfer of items from one inventory organization to another You can have freight charges and transfer
credits associated with inter–organization transfer. You can choose to ship items directly or have them go through intransit inventory.

Material transaction: Transfer between, issue from, receipt to, or adjustment to an inventory organization, subinventory, or locator.
Receipt of completed assemblies into inventory from a job or repetitive schedule. Issue of component items from inventory to work in
process.

Transaction cost: The cost per unit at which the transaction quantity is valued.

Transaction interface: An open interface table through which you can import transactions.

Transaction manager: A concurrent program that controls your manufacturing transactions.

Receipt: A shipment from one supplier that can include many items ordered on many purchase orders.

Return to supplier: A transaction that allows you to return to the supplier items from a fully or partially received purchase order and
receive credit for them.

Supplier: Provider of goods or services.

Accounting period: The fiscal period a company uses to report financial results, such as a calendar month or fiscal period.

Average costing: A costing method which can be used to cost transactions in both inventory only and manufacturing (inventory and
work in process) environments. As you perform transactions, the system uses the transaction price or cost and automatically
recalculates the average unit cost of your items.

Standard costing: A costing method where a predetermined standard cost is used for charging material, resource, overhead, period
close, job close, and cost update transactions and valuing inventory. Any deviation in actual costs from the predetermined standard is
recorded as a variance.

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1. Define Work Day Exception Template

Add a Workday Exception set to identify calendar exceptions.
Navigation: Inventory > Setup > Organizations > Calendar Exception Templates
Screen: Exception Templates

Field Name Remarks

Template Enter the Exception Template name “XXAA-EXCEP”

Description XXAA MFG EXCEPTION
Inactive On Leave the field Blank

Dates Enter the dates. You can either choose from LOV or enter the date in the format “25-DEC-
2001”
01-JAN-2001 01-JAN-2002 01-JAN-2003
25-DEC-2000 25-DEC-2001 25-DEC-2002 25-DEC-2003

Days On Leave the field unchecked for all the dates

Click on the SAVE icon

2. Define a new Workday Calendar

Define the workday calendar with calendar type, days on, days off, start and end dates.
Navigation: Inventory > Setup > Organizations > Calendars
Screen: Workday Calendar

Field Name Remarks

Name XXAA-CAL
Description XXAA-Standard Calendar
Quarterly type Choose “4/4/5 Week Pattern” from LOV
Calendar Date range
From Select the Date from the LOV or enter Manually “ 03-JAN-2000”
To Enter 01-JAN-2007

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Click on the SAVE icon

Click on “Work Day Pattern” Button

Screen: Workday Pattern

Field Name Remarks

Seq 1
Days On 5
Days Off 2
Description Regular Work Day pattern

Click on the SAVE icon and Close the Window.

Click on “Dates” Button on the Screen workday Calendar.

Click on “Exception List” Button

Click on “Load” Button

“Load Exceptions” Window appears

Field Name Remarks

Load From Template
Template XXAA-EXCEP ( Enter or choose from LOV)

Click on “OK”.

Click on “OK”.

Close the “Calendar” Window.

Click on “Shifts” Button on screen workday Calendar.

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Shift Window for XXAA-CAL opens…

Field Name Remarks

Shift Number 1
Description First Shift 7:00 to 15:00

Click on “Workday Patterns” Button

Workday Patterns (under Shifts) opens..

Field Name Remarks

Seq 1
Days On 5
Days Off 2
Description Regular Work Week Pattern

Click on SAVE icon.

Close the window. Click on “Times” Button for 1st Shift.

Shift Times (under Shifts)

Field Name Remarks

Start time 07:00
Stop time 11:15
Start time 11:45
Stop time 15:00

Click on SAVE icon.

Close the window.

Shifts Window (first blank line)

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Field Name Remarks

Shift Number 2
Description Second Shift 15:00 to 23:00

Click on “Workday Patterns” Button

Workday Patterns (under Shifts) opens..

Field Name Remarks

Seq 1
Days On 5
Days Off 2
Description Regular Work Week Pattern

Click on SAVE icon.

Close the window. Click on “Times” Button for 2nd Shift.

Shift Times (under Shifts)

Field Name Remarks

Start time 15:00
Stop time 18:45
Start time 19:15
Stop time 23:00

Click on SAVE icon.

Close the Shift times window.

Close Shifts window.

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In the Workday Calendar window review you calendar dates by clicking on the Dates button. Verify 25-DEC-2001 is a different
color.

 While still in the Workday Calendar Window , run the calendar build process
Tools Menu > Build

 Verify your requested job has completed

View > Requests > Find

 Verify your calendar built correctly

Setup > Organization > Calendar > View Menu > Find

3. Define Location
Set up and name a location for your organization

Navigation: Inventory > Setup > Organizations > Locations

Screen: Locations

Field Name Remarks

Name XXAA-LOCATION
Description XXAA Location
Stay on Address Details Tab
Address Style United States
Address Location Address window opens..
Address Line 1 123 MAIN STREET
Address Line 2
Address Line 3
City Select: Atlanta
State GA
Zip Code 30010
County Select: Fulton
Country Select: United States

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Field Name Remarks

Telephone
Click on OK.
Go to Shipping Details Tab
Ship-to Location XXAA-LOCATION
Ship-to Site Check the box
Bill-to Site Check the box
Office Site Check the box
Internal Site Check the box
Receiving Site Check the box

Click on the Save icon.

4. Define Organization
Set up and name your organization for your team

Navigation: Inventory > Setup > Organizations > Organizations > Click on “New”
Screen: Organization

Field Name Remarks

Name XXAA-ORG
Type Plant

Field Name Remarks

Dates From Use the Default
Dates To Leave Blank
Location XXAA-LOCATION
Internal or External Internal
Location Address Use the Default
Internal Address Leave Blank
Click on the Save icon.
Organization
Classifications

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Field Name Remarks

Name Inventory Organization ( Enter or Choose from the LOV)
Enabled Click the Check Box
Click on the Save icon.
With cursor in Name
Click on Others button
Select Accounting Information
Click on OK then press tab
Accounting Information
Set of Books Vision Operations (USA)
Legal Entity Vision Operations
Operating Unit Vision Operations
Click on OK
Click on OK
Click on Save icon
Click on Others button
Select Inventory Information
Stay on the Inventory Parameters tab

Field Name Remarks

Organization Code XXAA
Master Organization Vision Operations
Calendar XXAA-CAL
Process Enabled Do not check the box
Demand Class
Move Order Timeout Period 60
Move Order Timeout Action Approve Automatically
Allow Negative Balances Check the Box
Locator Control Determined at Sub Inventory level
Go to Costing Information Tab
Costing Information

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Field Name Remarks

Costing Organization Display - Cannot be changed
Costing Method Average
Rates Cost Type
Transfer to GL Summary
Reverse Encumbrance Do not check the box
Default Material Sub-
Element
Valuation Accounts
Material 01-000-1410-0000-000
Outside Processing 01-000-1450-0000-000
Material Overhead 01-000-1420-0000-000
Overhead 01-000-1430-0000-000
Resource 01-000-1440-0000-000
Expense 01-520-7530-0000-000
Go to Revision, Lot, Serial tab
Starting Revision A
Lot Control: Uniqueness Across items
Lot Control: Generation At item level
Zero Pad Suffix Do not check the box
Lot Control: Prefix LOT#
Lot Control: Total Length 30
Serial Control: Uniqueness Within Inventory Items
Serial Control: Generation At Organization Level
Serial Control: Prefix SER#
Serial Control: Starting 1000
Number
Go to ATP, Pick, Item Sourcing tab
ATP, Pick, Item Sourcing
ATP Defaults Rule Total ATP, No DC
Picking Defaults Rule RevSub
Picking Defaults:

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Field Name Remarks

Subinventory Order
Picking Defaults: Locator
Order
Item Sourcing Detail: Type Supplier
Item Sourcing Detail: Org
Item Sourcing Detail: Subinv
Go to Inter-org Information tab
Inter-org Information
Inter-org Transfer Charge Check the radio button “Predefined Percent”
Predefined Percent 10
Inter-org Transfer Accounts
Transfer Credit 01-520-5290-0000-000
Purchase Price Variance 01-520-5210-0000-000
Receivable 01-000-1810-0000-000
Payable 01-520-2370-0000-000
Intransit Inventory 01-000-1460-0000-000
Go to Other Accounts Tab
Other Accounts
Invoice Price Variance 01-520-5220-0000-000
Accounts Payable Accrual 01-000-2220-0000-000
Encumbrance
Profit and Loss Accounts
Sales 01-520-4110-0000-000
Cost of Goods Sold 01-520-5110-0000-000

 Click on the Save icon

 Close the window
 Click on the Others Button
 Select Receiving Information

Field Name Remarks

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Field Name Remarks

Receipt Date:
Days Early 5
Days Late 5
Action Warning
Over Receipt Controls:
Tolerance 5
Action Warning
Miscellaneous:
Allow Substitute Receipts Check the Box
Allow Unordered Receipts Check the Box
Allow Express Transactions Check the Box
Allow Cascade Transactions Check the Box
Allow Blind Receiving Do not check the Box
Receipt Routing Standard Receipt
Enforce Ship-To Warning
ASN Control Action Warning
Receipt Number Options:
Action Automatic
Type Numeric
Next Receipt Number 1001
Receiving Inventory 01-000-1410-0000-000
Account
Click on the Save icon
Close the Receiving Options Window
Close the Organizations window.

5. Attach Organization at Location Definition

Tie the Location to the Organization

Navigation: Inventory > Setup > Organizations > Locations

Screen: Location
Steps:

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Field Name Remarks

Enter Query (F11)
Location Enter “XXAA-LOCATION”
Execute Query (CTRL F11)
Go to Other Details tab
Inventory Organization XXAA ( Enter or Pick the value from LOV)
Click on Save icon

6. Define Subinventories
You define one or more subinventories for each inventory organization. A Subinventory is a physical or logical grouping of your
inventory, such as raw material, finished goods, defective material, or a freezer compartment.

Navigation: Inventory > Setup > Organizations > Subinventories Choose Organization (M1)
Screen: Subinventories (M1)
Define two Sub inventories named XXAA-STORES and XXAA-SHOP

Field Name Remarks

Inventory > Setup > Organizations > Subinventories
Choose Organization “M1” from the List of values if asked.
Click on New
Name XXAA-STORES
Description XXAA Stores
Quantity Tracked Check the Box
Asset Subinventory Check the Box
Depreciable Check the Box
Include in ATP Check the Box
Allow Reservation Check the Box
Nettable Check the Box
Locator Control Item Level
Picking Order
Inactive On

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Field Name Remarks

Click on Save icon

Field Name Remarks

Inventory > Setup > Organizations > Subinventories
Choose Organization “M1” from the List of values if asked.
Click on New
Name XXAA-SHOP
Description XXAA Shop Floor
Quantity Tracked Check the Box
Asset Subinventory Check the Box
Depreciable Check the Box
Include in ATP Check the Box
Allow Reservation Do not check the Box
Nettable Check the Box
Locator Control None
Picking Order
Inactive On
Click on Save icon

7. Define Stock Locators

Locators are optional structures within subinventories. Locators may represent rows, aisles, or bins in warehouses. You can receive
items directly into and ship items directly from locators.

Navigation: Inventory > Setup > Organizations > Stock Locators

Screen: Stock Locators

Field Name Remarks

Click on the New Button
Click on the LOV
Row XXAA First Row
Rack XXAA First Rack
Bin XXAA Fifth Bin

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Field Name Remarks

Project Leave it blank
Task Leave it blank
Description XXAA Stock Locator
Type Pick the Value “Storage locator” from LOV
Status Active
Subinventory Choose from the LOV “XXAA – Stores”
Picking order Leave it blank
Inactive On Leave it blank
Click on Save icon

8. Define and update unit of measure classes

You are on the implementation team to set up the UOM classes and conversions for the new Oracle software. Use your unique
identifier T(XX) to set up your UOM classes and save your entries.

Use your unique identifier to set up multiple UOMs for your classes. Set up UOMs for Dozen, Gross, and Case and save your entries.

Create standard conversions for your UOM in multiples of dozen, gross, and case. Also create an inter-class conversion.

Navigation: Inventory > Setup > Unit of Measures > Classes

Screen: Unit of Measure classes
Note: Be sure to add a new row by clicking on the New icon

Field Name Remarks

Name XXAA-QTY
Description XXAA Quantity Class
Base Unit of Measure XXAA-EACH
UOM EXX
Inactive Date Leave it blank
Click on Save icon

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9. Define Units of Measure

Define and update units of measure used for tracking, issuing, receiving and storing inventory items.

Navigation: Inventory > Setup > Unit of Measures > Unit of Measures
Screen: Unit of Measures

Note: Scroll down the screen to find the UOM Name XXAA-EACH. This was created automatically when your class was defined as
above in sub heading no 8.

Field Name Remarks

Click on New Icon
Name XXAA-Dozen
UOM DXX
Description XXAA DOZEN UOM
Base Unit NO
Class XXAA-QTY
Inactive Date
Click on the Save icon
Click on the New icon
Name XXAA-GROSS
UOM GXX
Description XXAA-GROSS UOM
Base Unit Do not check the box
Class XXAA-QTY
Inactive Date
Click on the Save icon
Click on the New icon
Name XXAA-CASE
UOM CXX
Description XXAA-CASE UOM
Base Unit Do not check the box
Class XXAA-QTY
Inactive Date

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Field Name Remarks

Click on the Save icon

10. Define Unit of Measure Conversions

Define and update the conversions between the base unit of measure and other units of measure within a class.

Navigation: Inventory > Setup > Unit of Measures > Conversions

Screen: Unit of Measure Conversions

Field Name Remarks

Stay on the Standard tab
Click on New Icon
Unit XXAA-DOZEN
Class XXAA-QTY
Conversion 12
Base Unit XXAA-EACH
Inactive Date
Click on the Save icon
Click on the New icon
Unit XXAA-GROSS
Class XXAA-QTY
Conversion 144
Base Unit XXAA-EACH
Inactive Date
Click on the Save icon
Click on the New icon
Unit XXAA-CASE
Class XXAA-QTY
Conversion 24
Base Unit XXAA-EACH
Inactive Date
Click on the Save icon
Go to Inter-class tab

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Field Name Remarks

Click on New icon
Item AS18947

Base Unit XXAA-EACH

Class XXAA-QTY
Conversion 2
Base Unit EACH
Class QUANTITY
Click on the Save icon

11. Define Transaction Source Types:

Oracle Inventory predefines a list of transaction source types for you. You can add more source types to this list or update the
predefined types, however, you cannot delete the predefined types. You can add source types for miscellaneous transactions, inter-
organization and subinventory transfers, and account transactions.

Navigation: Inventory > Setup > Transactions > Source Types

Screen: Transaction Source types

Field Name Remarks

Click on the User tab
Click on New Icon
Name XXAA Maintenance Transactions
Description Maintenance Transactions
Type None
Context Leave the field blank
Inactive on Leave the field blank
Click on the save icon

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12. Define Transaction Types

You define transaction types by combining transaction actions and transaction source types. You define transaction source types in the
Transaction Source Types window. Oracle Inventory provides the list of transaction actions.

Navigation: Inventory > Setup > Transactions > Types

Screen: Transaction Types

Field Name Remarks

Click on the User tab
Click on New Icon
Name XXAA Maintenance Issues
Description Maintenance Issues
Source Type XXAA Maintenance Transactions
Action Issue from stores
Project Do not check the Box
Shortage Message Online Do not check the Box
Shortage Message Do not check the Box
Notification
Inactive Date Leave it Blank
Click on the Save icon
Click on New Icon
Name XXAA Maintenance Receipts
Description Maintenance Receipts
Source Type XXAA Maintenance Transactions
Action Receipt into stores
Project Do not check the Box
Shortage Message Online Do not check the Box
Shortage Message Do not check the Box
Notification
Inactive Date Leave it Blank
Click on the Save icon

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13. Define Transactions Reasons

Navigation: Inventory > Setup > Transactions > Reasons
Screen: Transaction Reasons

Field Name Remarks

Click on the New icon
Name XXAA-Training
Description Transactions during training
Click on the Save icon

14. Define Inter-Organization Shipping Networks

Inter-organization shipping network information describes the relationships and accounting information that exists between a
shipping (from) organization that ships inventory to a destination (to) organization.

Navigation: Inventory > Setup > Organizations > Shipping Networks

Screen: Shipping Networks

Field Name Remark

Click on the Find Button
Stay on the Main Tab
Organization M1
from
Organization to XXAA
Transfer Type Intransit
FOB Choose Receipt
Elemental Do not check the box
Visibility enabled
Receipt Routing Standard
Internal Order Do not check the box
required
Manual receipt at Do not check the box
Expense
destination

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Field Name Remark

Click on the Save icon
Click on the Transfer, Distance Tab
Transfer Charge Predefined
Type Defaults from Organization Parameters ( You can change this value from LOV;s)
% Defaults from Organization ( Or enter a percentage value)
Click on Primary Accounts Tab
Check whether all accounts have defaulted from Organization parameters
Click on Secondary Accounts Tab
Check whether all accounts have defaulted from Organization parameters
Click on Intransit Account Tab
Check whether all accounts have defaulted from Organization parameters
Click on Save icon

15. Define Items

Navigation: Inventory > Items > Master Items
Screen: Master Items (V1)

A. Define items by copying from Item templates

Field Name Remark

Item XXAA-10001000
Description XXAA Purchased Item
Stay on Main Tab
Unit of Measure: Use default “Each”
Primary
User Item type Keep the cursor on User Item Type and click on Tools Menu
Click on Copy From
Template Choose @Purchased Item from LOV
Click on Apply and Done
User Item type Shows now as “Purchased Item”

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Field Name Remark

Click on Save icon
Click on all tabs and review the attributes

B. Define items by copying from existing item.

Field Name Remark

Item XXAA-10001001
Description XXAA Purchased Item
Stay on Main Tab
Unit of Measure: Use default “Each”
Primary
User Item type Keep the cursor on User Item Type and click on Tools Menu
Click on Copy From
Item Choose XXAA-10001000 from LOV
Click on Apply and Done
User Item type Shows now as “Purchased Item”
Click on Save icon
Click on all tabs and review the attributes

C. Assign items to Child Organizations.

Field Name Remark

click on Tools Menu while staying on item XXAA-10001001
Click on Organization Assignment
Assigned Check the box against organization “M1”
Check the box against organization “XXAA”
Click on Save icon
Repeat the same steps for item “XXAA-10001000” and assign M1 and XXAA

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D. Review Categories assigned to items.

Field Name Remark

click on Tools Menu while staying on item XXAA-10001000
Click on Categories
Item XXAA-10001000
Category Set Purchasing
Control Level Master
Category Default “MISC.MISC”
Click on LOV to select values for Item category and Commodity, if item belongs to
different category
Category Set Inventory
Control Level Org
Category Default “NEW.MISC”
Click on LOV to select values for Family and Class, if item belongs to different
category
Click on Save icon
Repeat the same steps for item “XXAA-10001001” and Review Categories assignment.

16. Define Item Relationships

You can define relationships between items. This allows you to search for items through these relationships. Except in Oracle
Purchasing, these relationships are for inquiry and reporting purposes only.

Item Relationships with Oracle Purchasing

Within Oracle Purchasing you can define acceptable substitute items for receiving. You must define a list of substitutes before you
receive a substitute item in place of an originally ordered item.

Attention: If you receive a substitute item, you must have previously defined a unit of measure conversion between the unit of
measure on the purchase order and the unit of measure on the receipt.

Navigation: Inventory > Items > Item Relationships

Screen: Item Relationships (V1)

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Click on New icon.

From item To Item Type Reciprocal

XXAA-10001000 XXAA-10001001 Substitute Check the Box

Click on SAVE icon.

17. Define Cross reference Types

Navigation: Inventory > Items > Cross References

Screen: Cross reference Types

Cross-reference types define relationships between items and entities such as old item numbers or supplier item numbers.

For example, you can create a cross-reference type Old to track the old item numbers, and a type Supplier to track supplier part
numbers

Type Description Inactive On

Click on New icon

XXAA Substitute XXAA Substitute N/A

Click on Save icon

Click on Assign Button

Item Applicable to All Org Value Description

Organizations

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Item Applicable to All Org Value Description

Organizations

XXAA-10001000 Check the Box N/A XXAA-10000000 Old Supplier Item

Click on Save icon

Close the window.
18. Define Customer items and Cross References

Use the Customer Items Summary and Customer Items Detail windows to define and update customer items. You can toggle between
these windows with the Summary/Detail option in the Go option on the Toolbar. You can cross reference customer items to your
Oracle Inventory items to support processing orders and shipments

Navigation: Inventory > Items > Customer Items > Customer Items

Screen: Customer Items Summary (V1)

Field Name Remark

Click on New icon
Stay on Commodity Tab
Customer Name Choose “A. C. Networks” from LOV
Customer item Enter “CXX-ACNT001
Level: Customer Use default. Box is checked.
Code Finished Good
Description Description Defaults
Click on Save icon
Click on “Cross Reference” Button
Customer Item CXX-ACNT001 defaults
Item XXAA-10001000
Item Description Defaults from Item Master
Rank 1
Active Leave the default. ( Checked)

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Field Name Remark

Click on Save icon
Close the window.

19. Item Transaction Defaults

Use this form to define a default subinventory and/or locator for an item for shipping, receiving, and move order transactions.

Navigation: Inventory > Setup > Transactions > Item Transaction Defaults

Screen: Item Transaction Defaults

Field Name Remark

Click on New icon
Subinventories
Tab
Item XXAA-10001000
Description Defaults from Item Master
Default for Receiving

Subinventory Stores
Tab to go to the next line
Item XXAA-10001000
Description Defaults from Item Master
Default for Move order Receipt
Subinventory Stores
Click on Save icon
Locator Tab Please do the same steps as above if Locator Control is enabled for this Item to
define Locator along with Sub inventory.

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20. Deletion Groups

Set up groups of entities to check, delete and optionally archive. Entities can include items, bills of material, components, routings, or
operations.

Navigation: Inventory > Items > Delete items

Screen: Deletion groups

Field Name Remarks

Group XXAA-DG
Type Item
Description XXAA-Deletion Group
Entities to Delete Stay on the Details tab
Item XXAA-10001000
Description Defaults
Organization Defaults
Type Defaults
Alternate
Click on Save icon
Click on “Delete Group” Button. Concurrent request will
be fired. View the status of the concurrent request to
Complete.
After successful completion, Query the Deletion Group
“XXAA-DG”
Click on the “results” tab
Results Status Shows as “Deleted” if no references are found against
the item.

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Field Name Remarks

Close the window.

Item Query Open the Master Item and Query the item XXAA-
10001000
Click on Tools Menu and Select Organization
Assignment
Notice that Organization assignment to your
organization in which item is deleted is unassigned from
the Organization.
Close the window.

21. Defining Item Attribute Control levels

Navigation: Inventory > Set Up > Items > Attribute Controls

Screen: Item Attribute Controls

You can choose between centralized and decentralized control of item attributes. The control level you define for an attribute applies
to all items. Defining attribute controls does not determine the value of an attribute, only the level at which it is controlled. You assign
values to the attributes when you define an item.
Just review the Attribute controls, which have only two values of control:

1. Master Level
2. Organization Level

Below are set up as per the business requirements.

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Group Name Attribute Name Controlled at

Main 7 Attributes Master or Org level
Inventory 26 Attributes Master or Org level
Bills of Material 4 Attributes Master or Org level
Costing 5 Attributes Master or Org level
Asset Management 5 Attributes Master or Org level
Purchasing 23 Attributes Master or Org level
Receiving 10 Attributes Master or Org level
Physical Attributes 20 Attributes Master or Org level
General Planning 19 Attributes Master or Org level
MPS/MRP Planning 23 Attributes Master or Org level
Lead Times 8 Attributes Master or Org level
Work In Process 7 Attributes Master or Org level
Order Management 20 Attributes Master or Org level
Invoicing 6 Attributes Master or Org level
Service 16 Attributes Master or Org level
Web Option 3 Attributes Master or Org level

Lab exercise on attribute controls

Navigation: Inventory > Items > Master Items

Screen: Master Items (V1)

Field Name Remarks

Stay on Master Item screen
Click on View menu. Select “Query by Example” and “Enter”
Item Enter AS54888
Click on View menu. Select “Query by Example” and “Run”

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Field Name Remarks

AS54888 item Displays

Answer the following Queries

Question Answer ( Yes / No )

1. What is the status of this item?

2. Can I have a BOM for this item?
3. Can I build this item in WIP?
4. Can a customer order this item?
5. Can I invoice a customer for this item?
6. Can I order this item internally from another organization in my company?
7. Is this item transactable in inventory?
8. Can I purchase this item from a supplier?
9. Can I stock this item in inventory?
10. In how many organizations can this part be used?
Hint: ( Click on Tools menu, Select Organization Assignment)

22. Define Item Status

You can use statuses to provide default values for certain item attributes to control the functionality of an item. When you update the
values for a status, all items to which it is assigned are also updated.

Navigation: Inventory > Set up > Items > Status Codes

Screen: Item Status

Field Name Remarks

Status XXAA-Status

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Field Name Remarks

Description Item status-Customer Order and Invoicing Pending
Inactive Date N/A

Status Attribute Value Value

BOM Allowed Check the Box Defaults value
Build in WIP Check the Box Defaults value
Customer Order enabled Do not Check the Box Defaults value
Internal Order enabled Check the Box Defaults value
Invoice enabled Do not Check the Box Defaults value
Transactable Check the Box Defaults value
Purchasable Check the Box Defaults value
Stockable Check the Box Defaults value

Click on Save icon

Notice the effect of item status code by doing the following steps:

Navigation: Inventory > Items > Master Items

Screen: Master Items

Field Name Remarks

Stay on Master Item screen
Click on View menu. Select “Query by Example” and “Enter”
Item Enter XXAA-10001001
Click on View menu. Select “Query by Example” and “Run”
XXAA-10001001 item Displays
Stay on Main Tab
Item Status Notice that status is active. Check for attributes “Customer Orders enabled” in Order
Management tab and “Invoice enabled” in Invoicing tab. They are enabled and
checked..

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Field Name Remarks

Go to Main Tab
Item Status Change the Item status from “Active” to “XXAA-Status”
Check for attributes “Customer Orders enabled” in Order Management tab and “Invoice
enabled” in Invoicing tab. They are disabled and unchecked.

NOT WORKING
23. Item Template

A template is a defined set of attribute values. When you apply a template to an item, you overlay or default in the set of attribute
values to the item definition.

You can apply the same or different templates to an item multiple times. The more recent attribute values (from the last template
applied) override previous values unless the previous value is not updatable (for example, the Primary Unit of Measure, which is
never updatable).

Navigation: Inventory > Items > Master Items

Screen: Master Items

Enter the Following:

Name XXAA-10001002
Description Copying Item attributes from Item Template

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template XXAA-Item Template (Defined in the class)

Press (B) Done

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Screen: Master Items

Observe the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Purchasing
Purchased Yes
Purchasable Yes
Allow Description Update Yes
RFQ Required Yes
Taxable No
Receipt Required Yes
Buyer Enter Default Buyer Name here
List Price Enter the list price to default on PO

Invoicing
Invoiceable Item Yes
Invoice Enabled Yes
Sales Account Choose Sales Account from LOV

Save your work. (Ctrl + S)

24. Define Category Codes

You can define an unlimited number of categories and group subsets of your categories into category sets. A category can belong to
multiple category sets. You can assign a category to a category set either at the time you define a category set or at the time you assign
an item to the category.

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A category is a logical classification of your items.

Step 1: Enter the new values for “Family” and “Class” Key Segments

Navigation: Inventory > Setup > Flexfields > Key > Values

Screen: Find Key Flexfield segment

Region Field Name Values

Find Values By
Key Flexfield Check the box

Application Oracle Inventory

Title Item Categories
Structure Item Categories
Segment Choose “Family”
Click on the Find Button
Screen Segment Values Stay on the Values, Effective Tab
Click on New icon
Value Enter “LAPTOP”
Translated value Use the default
Description Laptop
Click on the Save icon
Click on New icon
Value Enter “GIVEAWAYS”
Translated value Use the default
Description Giveaways
Click on the Save icon
Close the window.

Navigation: Inventory > Setup > Flexfields > Key > Values

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Screen: Find Key Flexfield segment

Region Field Name Values

Find Values By
Key Flexfield Check the box

Application Oracle Inventory

Title Item Categories
Structure Item Categories
Segment Choose “Class”

Independent Value Choose “LAPTOP”

Click on Find Button
Screen Segment Values Stay on the Values, Effective Tab
Click on New icon
Value Enter “TOSHIBA”
Translated value Use the default
Description Toshiba
Click on the Save icon
Click on New icon
Value Enter “DELL”
Translated value Use the default
Description Dell
Click on the Save icon
Close the window.

Navigation: Inventory > Setup > Flexfields > Key > Values

Screen: Find Key Flexfield segment

Region Field Name Values

Find Values By

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Region Field Name Values

Key Flexfield Check the box

Application Oracle Inventory

Title Item Categories
Structure Item Categories
Segment Choose “Class”

Independent Value Choose “GIVEAWAYS”

Click on Find Button
Screen Segment Values Stay on the Values, Effective Tab
Click on New icon
Value Enter “CUPS”
Translated value Use the default
Description Cups
Click on the Save icon
Click on New icon
Value Enter “BAGS”
Translated value Use the default
Description Bags
Click on the Save icon
Close the window.

Step 2: Create the Category Codes with new values defined above

Navigation: Inventory > Setup > Item > Categories > Category Codes

Screen: Categories

Click on new Button

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Structure Name Category Description Inactive on

Choose “Item Categories” LAPTOP.DELL Dell Laptop

from LOV
Item Categories LAPTOP.TOSHIBA Toshiba Laptop
Item Categories GIVEAWAYS.CUPS Give away Cups
Item Categories GIVEAWAYS.BAGS Give away Bags

Click on Save icon and close the Window.

25. Category Set

A category set is a set or group of categories.

Each functional area viz. Purchasing, Inventory, Costing, Order entry can have a separate default Category set.
You can use categories and category sets to group items for various reports and programs.

Navigation: Setup > Items > Categories > Category Sets

Screen: Category Sets

Field Name Values

Click on (M) View , select “Query by example” and Enter
Name Enter “Inv.Items”
Click on (M) View , select “Query by example” and Run
“Inv.Items” Category Set displays
Name Inv.Items
Description Inventory Category Set
Flex Structure Item Categories
Controlled At Org Level
Default Category NEW.MISC
Enforce Valid Category Yes
List of Valid Category Enter Below values which are created by you in above session
Click on New icon

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Field Name Values

LAPTOP.DELL
LAPTOP.TOSHIBA
GIVEAWAYS.CUPS
GIVEAWAYS.BAGS
Click on Save icon

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26. Define Items and Assign Newly Defined Categories

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name XXAA-10001004
Description Dell laptop – Category Assignment

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Observe the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Purchasing
Purchased Yes
Purchasable Yes
Allow Description Update Yes

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Region Field Name Values

RFQ Required Yes
Taxable No
Receipt Required Yes
Buyer Enter Default Buyer Name here
List Price Enter the list price to default on PO

Invoicing
Invoiceable Item Yes
Invoice Enabled Yes
Sales Account Choose Sales Account from LOV

Select the Following:

Region Field Name Values

Main Primary Unit of Measure Each
Expense Account Choose Expense Account from LOV

Save your work. (Ctrl + S)

Go to (M) Tools > Categories

Screen: Category Assignment Screen

Category Set Category

Inv.Items The default is NEW.MISC Select your category “LAPTOP.DELL”

Please Define the following items as per the steps followed in above session:

Lab Exercise: 1

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Name XXAA-10001005
Description Toshiba laptop – Category Assignment

Copy from Template: @Purchased

Go to (M) Tools > Categories

Screen: Category Assignment Screen

Category Set Category

Inv.Items The default is NEW.MISC Select your category “LAPTOP.TOSHIBA”

Lab Exercise: 2

Name XXAA-10001006
Description Giveaway Cups – Category Assignment

Copy from Template: @Purchased

Go to (M) Tools > Categories

Screen: Category Assignment Screen

Category Set Category

Inv.Items The default is NEW.MISC Select your category “GIVEAWAYS.CUPS”

Lab Exercise: 3

Name XXAA-10001007
Description Giveaway Bags – Category Assignment

Copy from Template: @Purchased

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Go to (M) Tools > Categories

Screen: Category Assignment Screen

Category Set Category

Inv.Items The default is NEW.MISC Select your category “GIVEAWAYS.BAGS”

27. Locator Controlled Items

Step 1: Define a new item with Locator control enabled as “Prespecified”

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name XXAA-10001008
Description Purchased Item – Locator Controlled

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Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Inventory
Locator Control Choose “Prespecified”

Purchasing List Price 10

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001008 to M1, M2 and XXAA Organization

Click on Save icon

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Step 2: Perform a Miscellaneous Transaction with the item defined above

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Before performing a miscellaneous transaction, please check whether your accounting periods for M1 organization are open

Navigation: Inventory > Accounting Close Cycle > Inventory Accounting periods (Check whether Period in which you
are transacting is open)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Miscellaneous Receipt”
Source Leave Blank
Account Leave Blank

Transaction lines Click on Transaction Lines Button

Item XXAA-10001008
Subinventory Stores
Locator 1.1.1
Quantity 100
Account 01-580-7740-0000-000
Click on Save icon
Close the windows.

Step 3: View the On Hand Quantity

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

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Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001008
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M1
Item XXAA-10001008
Subinventory Stores
UOM Ea
Locator 1.1.1..
On-Hand Qty 100
Close the Window.

28. Revision Controlled Items

Step 1: Define a new item with Revision control enabled

Navigation: Items > Item Master

Screen: Master Item

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Enter the Following:

Name XXAA-10001009
Description Purchased Item – Revision Controlled

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Inventory
Revision Control Check the box to enable revision Control on this item

Purchasing List Price 10

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

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Screen: Organization Assignment

Assign Item: XXAA-10001009 to M1 M2 and XXAA Organization

Click on Save icon

Step 2: Perform a Miscellaneous Transaction with the item defined above

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Miscellaneous Receipt”
Source Leave Blank
Account Leave Blank

Transaction lines Click on Transaction Lines Button

Item XXAA-10001009
Revision Choose “A” from LOV
Subinventory Stores
Quantity 100
Account 01-580-7740-0000-000
Click on Save icon
Close the windows.

Step 3: View the On Hand Quantity

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

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Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001009
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M1
Item XXAA-10001009
Subinventory Stores
UOM Ea
Revision A
On-Hand Qty 100
Close the Window.

29. Lot Controlled Items

Step 1: Define a new item with Lot control enabled

Navigation: Items > Item Master

Screen: Master Item

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Enter the Following:

Name XXAA-10001010
Description Purchased Item Lot Controlled

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Inventory
Lot Control Choose “Full Control”
Lot Starting Prefix LOT
Lot Starting Number 001

Purchasing List Price 10

Save your work. (Ctrl + S)

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Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001010 to M1 and XXAA Organization

Click on Save icon

Step 2: Perform a Miscellaneous Transaction with the item defined above

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Miscellaneous Receipt”
Source Leave Blank
Account Leave Blank

Transaction lines Click on Transaction Lines Button

Item XXAA-10001010
Subinventory Stores
Quantity 100
UOM Ea
Lot Leave Blank
Account 01-580-7740-0000-000

Click on Lot / Serial Button

Screen: Lot Entry (M1) Click on “Generate” Button

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Region Field Name Values

Lot Lot number displays as per the Parameters set up in Org.
“ Sxxxxx” or “LOXXAAx”
Qty 50
Click on “Generate” Button
Lot Lot number displays as per the Parameters set up in Org.
“ Sxxxxx” or “LOXXAAx”
Qty 50
Click on Done button
Click on Save icon
Close the windows.

Step 3: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001010
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details

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Region Field Name Values

Organization M1
Item XXAA-10001010
Subinventory Stores
UOM Ea
On-Hand Qty 100
Click on Lot / Serial Button
Lot On-Hand Quantities Observe the below:
(M1) – XXAA-10001010
Screen Appears
Lot Sxxxx
Qty 50
Lot Sxxxx
Qty 50
Close the Windows.

30. Serial Controlled Items

Step 1: Define a new item with Lot control enabled

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name XXAA-10001011
Description Purchased Item Serial Controlled

Go to (M) Tools > Copy From

Screen: Copy From

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Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Inventory
Serial Generation Choose “At Receipt”
Serial Starting Prefix SC
Serial Starting Number 00001

Purchasing List Price 10

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001011 to M1, M2 and XXAA Organization

Click on Save icon

Step 2: Perform a Miscellaneous Transaction with the item defined above

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Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Miscellaneous Receipt”
Source Leave Blank
Account Leave Blank

Transaction lines Click on Transaction Lines Button

Item XXAA-10001011
Subinventory Stores
Quantity 100
UOM Ea
Account 01-580-7740-0000-000

Click on Lot / Serial Button

Screen: Serial Entry (M1)
appears
Serial Number entry Mode Range Check the Box. (Use the default)
Start Serial Number SC00001
End Serial Number SC00100
Click on Done button
Click on Save icon
Close the windows.

Step 3: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001011
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M1
Item XXAA-10001011
Subinventory Stores
UOM Ea
On-Hand Qty 100
Click on Lot / Serial Button
Serial OH Quantities (M1) Observe the below:
– XXAA-10001011 Screen
Appears
Serial SC00001 to SC00100 appears

Close the Windows.

31. Revision / Locator / Lot / Serial Controlled Items

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

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

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

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Inventory
Locator Control Choose “Prespecified”

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

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Region Field Name Values

Lot Control Choose “Full Control”

Lot Starting Prefix LT
Lot Starting Number 001

Serial Generation Choose “At Receipt”

Serial Starting Prefix SC
Serial Starting Number 00001

Purchasing List Price 10

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001012 to M1 and XXAA Organization

Click on Save icon

Step 2: Perform a Miscellaneous Transaction with the item defined above

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Miscellaneous Receipt”

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Region Field Name Values

Source Leave Blank
Account Leave Blank

Transaction lines Click on Transaction Lines Button

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

Click on Lot / Serial Button

Screen: Lot Entry (M1)
appears
Click on “Generate” button
Lot LOT001 Appears
Qty Enter “50” and Tab
Click on “Generate” button
Lot LOT002 Appears
Qty Enter “50”
Stay on LOT001 Line
Click on Serial Button
Screen: Serial Entry (M1)
appears
Serial Number entry Mode Range Check the Box. (Use the default)
Start Serial Number Enter “SC00001” and Press Tab
End Serial Number SC00050 ( Appears)
Click on Done button
Stay on LOT002 Line
Click on Serial Button

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Region Field Name Values

Screen: Serial Entry (M1)
appears
Serial Number entry Mode Range Check the Box. (Use the default)
Start Serial Number Enter “SC00051” and Press Tab
End Serial Number SC00100 ( Appears)
Click on Done button
Click on Done button
Click on Save icon
Close the windows.

Step 3: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001012
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens

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Region Field Name Values

Observe the following details
Organization M1
Item XXAA-10001012
Subinventory Stores
Revision A
UOM Ea
Locator 1.1.1
On-Hand Qty 100
Click on Lot / Serial Button
Lot OH Quantities (M1) – Observe the below:
XXAA-10001012, A Screen
Appears
Lot LOT001
Qty 50
Lot LOT002
Qty 50
Stay on LOT001 Line
Click on “Serial” Button
Serial OH Quantities (M1)
– XXAA-10001012, A
Screen Appears
Serial SC00001 to SC00050 Appears. Close the window
Stay on LOT002 Line
Click on “Serial” Button
Serial OH Quantities (M1)
– XXAA-10001012, A
Screen Appears
Serial SC00051 to SC000100 Appears

Close the Windows.

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32. Miscellaneous Transactions

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

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

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

1. Miscellaneous Issues.
2. Account Aliases Issues / Receipts.

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

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Miscellaneous Issue”
Source Leave Blank
Account Leave Blank

Transaction lines Click on Transaction Lines Button

Item XXAA-10001008
Subinventory Stores
Locator 1.1.1

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Region Field Name Values

Quantity 40
Account 01-580-7740-0000-000
Click on Save icon
Close the windows.

Step 2: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001008
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M1
Item XXAA-10001008
Subinventory Stores
UOM Ea
Locator 1.1.1..
On-Hand Qty 60 (Depleted to 60 from earlier on Hand 100)

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Region Field Name Values

Close the Window.

33. Define Account Aliases

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

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

Screen: Account Aliases (M1)

Field Name Values

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

34. Account Alias Receipt

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

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

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Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Account alias receipt”
Source Choose XXAA-MISC-TRANSACTION
Account Leave Blank

Transaction lines Click on Transaction Lines Button

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

Step 2: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001008
Description Defaults from item Master

Display
Detailed Check the Box

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Region Field Name Values

Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M1
Item XXAA-10001008
Subinventory Stores
UOM Ea
Locator 1.1.1..
On-Hand Qty 100 (Replenished to 100 earlier on Hand 60)
Close the Window.

35. Account Alias Issue

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

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Account alias Issue”
Source Choose XXAA-MISC-TRANSACTION
Account Leave Blank

Transaction lines Click on Transaction Lines Button

Item XXAA-10001008
Subinventory Stores
Locator 1.1.1
Quantity 20
Click on Save icon

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Region Field Name Values

Close the windows.

Step 2: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001008
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M1
Item XXAA-10001008
Subinventory Stores
UOM Ea
Locator 1.1.1..
On-Hand Qty 80 (On Hand Qty 80 from earlier 100)
Close the Window.

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36. Sub Inventory Transfers

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

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

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

Screen: Subinventory Transfer (M1)

Region Field Name Values

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

Transaction lines Click on Transaction Lines Button

Item XXAA-10001011
Subinventory Stores
Quantity 25

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Region Field Name Values

To Subinv FGI
Click on Lot / Serial Button
Screen: Serial Entry (M1)
appears
Serial Number entry Mode Range Check the Box. (Use the default)
Start Serial Number SC00001
End Serial Number SC00025
Click on Done button
Click on Save icon
Close the windows.

Step 2: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001011
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details

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Region Field Name Values

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

37. Inter organization Transfers

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

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

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

Screen: Inter-Organization Transfer (M1)

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

Enter the Following:

Region Field Name Values

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

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

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Region Field Name Values

Close the Windows.

Step 2: Change the Organization to (M2)

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

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

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

Screen: Find On-Hand Quantities (M1)

Choose M2 Organization

Region Field Name Values

Organization M2
Item XXAA-10001009
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M2
Item XXAA-10001009
Subinventory Stores
UOM Ea

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Region Field Name Values

On-Hand Qty 25
Close the Windows.

38. Move Orders

 Move orders are requests for the movement of material within a single organization.
 Manage all material requisition and request processes within an organization by manually or automatically creating, approving,
and transacting a move order.
 Used for movement of material within a warehouse or facility for purposes like replenishment, material storage relocations, and
quality handling.

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

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name XXAA-10001013
Description Purchased Item Move order

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

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Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes
Inventory
Locator Control Choose “Dynamic Entry”

Purchasing List Price 10

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

Assign Item: XXAA-10001013 to M1 and XXAA Organization

Click on Save icon

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

Navigation: Inventory > Setup > Organizations > Parameters

Screen: Organization parameters

Field Name Remarks

Stay on the Inventory Parameters tab
Move Order Timeout Period Enter “0”

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Field Name Remarks

Move Order Timeout Action Approve Automatically
Click on Save icon and Close the window.

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

Navigation: Inventory > Transactions > Miscellaneous Transaction (Choose M1 Org)

Screen: Miscellaneous Transaction (M1)

Region Field Name Values

Transaction
Date Defaults to Today’s date
Type Choose “Miscellaneous Receipt”
Source Leave Blank
Account Leave Blank

Transaction lines Click on Transaction Lines Button

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

Click on Save icon

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Region Field Name Values

Close the windows.

Step 4: View the On Hand Quantity

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

Screen: Find On-Hand Quantities (M1)

Choose M1 Organization

Region Field Name Values

Organization M1
Item XXAA-10001013
Description Defaults from item Master

Display
Detailed Check the Box
Click on Find Button
Detailed On-Hand Quantities window opens
Observe the following details
Organization M1
Item XXAA-10001013
Subinventory FGI
UOM Ea
Locator 03.1.1..
On-Hand Qty 250

Organization M1
Item XXAA-10001013

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Region Field Name Values

Subinventory FGI
UOM Ea
Locator 04.1.1..
On-Hand Qty 250

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

Navigation: Inventory > Move Orders > Move Orders

Screen: Move Orders (M1)

Region Field Name Values

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

Approve your move order Click on “Approve” Button

Note your move order number. The transaction is committed by the

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Region Field Name Values

Approve step

Step 6: Find your move order number.

Navigation: Inventory > Move Orders > Transact Move Orders

Screen: Find Move Order Lines (M1)

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

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

1. Select the line of the move order you created. Click on View/Update Allocations button.
2. Review the details of your move order
3. Click on Transact button.
4. Close the windows

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

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

Screen: Find On-hand Quantities (M1)

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

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

Organization Item Subinventory UOM Locator On-Hand Qty

M1 XXAA-10001013 FGI Ea 03.1.1.. 240

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Organization Item Subinventory UOM Locator On-Hand Qty

M1 XXAA-10001013 FGI Ea 04.1.1.. 250
M1 XXAA-10001013 FloorStock Ea 10

39. PO Receipting

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

Steps 1: Creation of Purchase Orders

Navigation: Purchasing > Purchase Orders> Purchase Orders

Screen: Purchase Orders

Scenario: Manually creating Standard Purchase Orders with Item Number

Observe the following:

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

Select the following:

Region Field Values

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Region Field Values

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

Click on the PO Lines

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

Observe the following:

Region Field Values

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

Press (B) Shipment

Screen: Shipments

Observe the Following:

Region Field Values

Shipments

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Region Field Values

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

Press (B) Receiving Controls

Screen: Receiving Controls

Observe the Following:

Region Field Values

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

Press (B) OK

Screen: Shipments

Press (B) Distributions

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Screen: Distributions

Observe the Following:

Region Field Values

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

Select the Following:

Region Field Values

Destination
Requestor (Your name) Leave Blank
Deliver To M1-Seattle
Sub Inventory Stores
Charge Account (Click) Defaults. Can override for an Expense item.
Observe the following:

Region Field Values

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

Save your work. (Ctrl + S)

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

Please Note your Purchase Order Number #

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Steps 2: Approval of Purchase Order

Press (B) Approve

Screen: Approve Document

Press (B) OK

Your Purchase order is approved.

Steps 3: Receipt of Purchase Order

Navigation: Inventory > Transactions > Receiving > Receipts

Screen: Find Expected Receipts (M1)

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

Select the following:

Field Values
Purchase order (select your purchase order)

Alternatively enter other search information.

Press (B) Find

Screen: Receipt Header

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

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

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Screen: Receipts

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

Observe: All the entered fields become highlighted.

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

Save your work. (Ctrl +S)

Please Note your Receipt Number by clicking (B) Header

Navigation: Inventory > Receiving > Receipts > Receiving Transactions

Screen: Find Receiving Transactions

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

Select the Following:

Region Field Values

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

Press (B) Find

Screen: Receiving Transactions

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

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Save your work. (Ctrl + S)

Steps 4: Verify On-Hand Quantity

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

Screen: Find On-hand Quantities (M1)

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

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

Organization Item Subinventory UOM On-Hand Qty

M1 XXAA-10001001 Stores Ea 10

Steps 5: Check Material Distributions

Navigation: Inventory > Transactions > Material Transactions

Screen: Find Material Transactions (M1)

Select your item “XXAA-10001001” and Tab.

Click on find button

View information in the following tabbed regions

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

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

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

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

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

To view transaction distribution information:

Choose the Distributions button.

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

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

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

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

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

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

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40. On-Hand Availability

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

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

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

Choose from the List of Values, the desired Inventory organisation

Screen: Find On-Hand Quantities (M1)

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

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

 Revision: If the item is under revision quantity control enter a value to view on-hand quantities for that revision only.
 Subinventory: Enter a subinventory to view on-hand quantities in that subinventory only.
 Locator: If under locator control, enter a locator to view on-hand quantities for that locator only.
 Lot: If the item is under lot control, enter a lot number to view on-hand quantities for that lot only.
 Quantity: Enter a range of quantities to limit the search.

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

Item: Display the on-hand quantity by item.

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

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

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

Requesting the Multi-Organization Quantity Report

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

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quantities individually (for each revision) or summed for the item. You can run the report for all items, or you can specify a range of
items

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

Screen: Run Multi-Organization Quantity Report

Region Field Values

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

Format Use Default

Items
Low XXAA-10001001
High XXAA-10001013
Click on OK

Organizations Seq 10
Code Choose “M1”
Name Defaults

Seq 20
Code Choose “M2”
Name Defaults

Click on Run Button to submit the report.

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View the report ran above using the below Navigation.

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

Allow program to complete Successfully.

Click on View output button and review.

41. ABC Analysis

Step1: Defining ABC Classes

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

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

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

Navigation: Inventory > ABC Codes > ABC Classes

Screen: ABC Classes (M1)

DO NOT TYPE OVER EXISTING DATA! Click on New icon

Class name Description Inactive On

Enter “XXAA-Class A” Most Important Items
Enter “XXAA-Class B” Medium Importance Items
Enter “XXAA-Class C” Lower Importance Items

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Click on Save icon and Close the Window.

Step2: Defining and Running an ABC Compile

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

Navigation: Inventory > ABC Codes > ABC Compiles

Screen: ABC Compiles (M1)

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

2. Enter a unique name for the ABC compile.

3. Determine the scope of the analysis by selecting the content level for items to include in the compile.
If you use the entire organization, Oracle Inventory includes all items defined for your current organization in the ABC compile,
even those with zero cost or zero quantity. If you use a particular subinventory, Oracle Inventory includes all items for which you
have defined an item/subinventory relationship.
Attention: You cannot compile an ABC analysis for a subinventory that is defined as a non-quantity tracked
subinventory. You can, however, use non-asset (expense) subinventories for which you track quantities.
4. Select the valuation scope for determining the ranking of items.

Ranking must be done at the Organization level if you did not select a subinventory in the Content Scope field.
If you only want to include items in a subinventory but you want the ranking to be done based on the organization wide ranking,
select Organization.

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

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

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6. Enter a cost type.

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

7. Select an MRP forecast name.

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

8. Select an MRP plan name.

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

9. Enter a start (from) date.

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

10. Enter an end (to) date.

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

Click on New button.

Region Field Values

Compile Name Enter “XXAA-Compile”
Description XXAA-Compile
Content Scope Organization
Subinventory Check the Box
Choose “Stores”

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Region Field Values

Valuation Scope Organization
Subinventory Check the Box
Compile Specification
Criterion Choose “Current on hand quantity”
Cost Type Defaults to ‘Frozen”
Click on Save icon
To run an ABC compile Click on Compile button
This submits a request to run the compile
program

Step3: To view ABC Compile results:

Navigation: Inventory > ABC Codes > ABC Compiles

Choose Open Button

Screen: Define ABC Compile (M1)

Go To View Menu, Query by Example and Select Enter

Enter Compile name: XXAA-Compile

Go To View Menu, Query by Example and Select Run

XXAA-Compile window appears

Go To Tools Menu, View Compile

Step4: Defining ABC Assignment Groups

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

Navigation: Inventory > ABC Codes > ABC Assignment Groups

Screen: ABC Assignment Groups (M1)

Click on New icon

Group Name Compile Name Sub Inventory Valuation Scope

Enter “XXAA-AG-M1- Choose from LOV Stores defaults Restricted to subinventory
Current-OH Qty” “XXAA-Compile” defaults

Click on Save icon

Choose “Group Classes” Button

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

The ABC Group Class Assignments window appears.

Priority Class Name Description

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

Step 6: Defining ABC Item Assignments

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

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Screen: Assign ABC Items (M1)

Class Seq Remarks

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

Observe the following documentation on defining ABC assignments:

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

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

If you navigate from the ABC Assignment Groups window this field is already entered
The Compile Name, Subinventory, Number of Items, and Total Compile Value fields display information for the compile used
by the ABC Group.

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

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

Inventory Value: You can enter the cumulative value from the ABC Descending Value Report for the last item to include in
each ABC class. Oracle Inventory automatically calculates the maximum value. This maximum value is restricted to the total

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inventory value compiled and is displayed in the Total Compile Value field. Oracle Inventory displays the total inventory
value as the default for the last class.

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

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

Attention: It is possible to have several items in the ABC compile with zero value. If any item with zero value is in a
class other than the last class, you may only assign items using the sequence number or item percent.
4. Choose the Assign button to launch the concurrent request to assign the items to the classes in the ABC group.

42. Cycle Count

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

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

Defining and maintaining a Cycle Count

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

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

Prerequisites

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Define ABC classes.

Define your workday calendar.
When determining cycle count classes based on ABC analysis, you must compile an ABC analysis and assign your
compiled items' ABC classes.
Items that you intend to cycle count, the Item attribute “Cycle Count Enabled” must be set to “Yes”

Step1: To define a new cycle count:

Navigation: Inventory > Counting > Cycle Counting > Cycle Counts

Choose (M1) Organization

Screen: Cycle Counts Summary (M1)

Choose New to open the Cycle Counts window.

Screen: Cycle Counts (M1)

Region Fields Values

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

Stay on Scope and Control Tab

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

Count Sub Inventories Select “Specific”

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Region Fields Values

SubInventory Enter “Stores”

Automatic Recounts Check the Box

Maximum Enter 1

Click on Serial and Schedule Tab

Serial Control Option
Count Use the default “Not Allowed”
Detail
Adjustment
Discrepancy

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

Click on Adjustments and ABC Tab

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

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

Click on Save icon

Choose the Classes button
Cycle Count Classes (M1) window opens
Classes Name Choose “XXAA-Class A” from LOV
Counts per Year 6
Click on the next line
Name Choose “XXAA-Class B” from LOV
Counts per Year 4
Click on the next line

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Region Fields Values

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

Manual Schedule Requests

Note: This is an optional Step.

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

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

Screen: Manual Schedule Requests window:

1.
2.
Region Fields Values
Cycle Count Name XXAA-Cycle Count
Description XXAA-Cycle Count (Defaults)
Click on Find Button
Schedule Requests Item Enter the item(s) to be counted.
Revision Enter if required
Subinventory Enter the Subinventory of the item “Stores”
Locator Enter the locator of the item if required
Lot Enter the lot of the item if required
Schedule Date Enter the date of the count. The date must be today or greater
Zero Count Check to count even if the system quantity is zero
Click on Save icon
Close the Manual Schedule Requests window
3.
4.
Step2: Generating a Cycle Count Request and Printing the Count listing

Navigation: Inventory > Counting > Cycle Counting > Cycle Counts

Screen: Cycle Count window:

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

Go To Tools Menu

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

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Choose the Cycle Count name as XXAA-Cycle Count for the request “Generate automatic schedule requests”
Choose the Cycle Count name as XXAA-Cycle Count for the request “Generate cycle count requests”
Select the Cycle Count Listing Report. Cycle Count Listing Parameters window opens. Select the Start and End dates. Choose Stores
as Sub Inventory. Check the Box for Display on Hand Quantities.

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

Step3: Enter Cycle Counts

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

Screen: Cycle Count Entries (M1) window:

Region Fields Values

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

Count Tab Count Seq Will display the count sequence in order of value
New Count Is checked if this is a new count request
Item Will display the item number to be counted
Rev Will display the revision of the item if applicable
Subinventory Displays the subinventory if applicable
Locator Displays the locator code
Lot Displays the lot number

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Region Fields Values

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

Step3: Approve Cycle Counts

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

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

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

Navigation: Inventory > Counting > Cycle Counting > Approve Counts

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Screen: Count Adjustment Approvals Summary window

Region Fields Values

Cycle Count Name Enter “XXAA-Cycle Count” and Tab
Description XXAA-Cycle Count (Defaults)
Click on Find Button and a Decision window will open
Select the No button to find all count requests wh8ich requires
approval.
Approval Defaults section Date Will display the current date and time
Approver Smith, Mr. Jonathan “Defaults”
In Actual Scenario: Enter the name of the person who Approves the
count
Adjustment Account 01-580-7740-0000-000
5.
In the Adjustments section:

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

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

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

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

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

Save your work.

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43. Physical inventory

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

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

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

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

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

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Navigation: Inventory > Transactions > Miscellaneous Transaction

Screen: Miscellaneous Transactions (M1)

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

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Fields Values
Press the down arrow key
Item AS18947
Subinventory XXAA-STORES
Lot
Quantity 112
UOM (Take the default)
Reason Setup
Press the down arrow key
Item AS72111
Subinventory XXAA-STORES
Lot
Quantity 90
UOM (Take the default)
Reason Setup
Click on the Save icon
Close the Windows

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

Navigation: Inventory > Counting > Physical Inventory > Physical Inventories

Screen: Physical Inventories Summary (M1)

Region Fields Values

Click on New Button
Define Physical Inventory Screen
Appears
Name XXAA-PHYS

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Region Fields Values

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

 Record the concurrent request # ___________________

 Click OK
 Close the Define Physical Inventory screen
 Close the Physical Inventory Summary screen
 Go to the View menu and select Requests
 Click on the Find button in the Find Requests screen
 Verify your concurrent request completes normally
 Close the Requests screen

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

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

Screen: Generate Physical Inventory Tags (M1)

Region Fields Values

Name XXAA-PHYS
Description XXAA Physical Inventory
Date (Take the default)
Tag Type Select Default

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Region Fields Values

Show Serial on Tags Leave Checked
Tab to the Tags Area
Tags Starting Tag XXAA001
Digit Increments 000111 (Defaults)
Ending Tag System calculated
Number of Tags System calculated
Click on Generate button

 Record the concurrent request # ___________________

 Click OK
 Close the Generate Tags screen
 Go to the View menu and select Requests
 Verify your concurrent request completes normally and close the window.

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

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

Screen: Physical Inventory Tag Counts (M1)

Region Fields Values

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

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Region Fields Values

Close the window.

Step4: Approve the Adjustments.

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

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

Screen: Approve Physical Adjustment Summary (M1)

Region Fields Values

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

Step5: Launch the Adjustments Program

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

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

Screen: Physical Inventory Summary (M1)

Fields Values
Click on the line which lists your Physical
Inventory XXAA-PHYS
Go to the Tools Menu and select: Launch
Adjustments

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Fields Values

The Launch Adjustments screen will open

Adjustment Account 01-000-5250-0000-000
Click on the Launch Adjustments button

 Record the concurrent request # ___________________

 Click OK
 Close the Physical Inventory Summary screen
 Go to the View menu and select Requests
 Verify your concurrent request completes normally and close the window.

Step6: Physical Inventory Report.

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

Navigation: Inventory > Reports > ABC and Counting

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

 Select the report name: Physical Inventory Accuracy Analysis.
 Enter the name of your physical inventory definition “XXAA-PHYS”
 Click on OK and then Submit.

 Record the concurrent request # ___________________

 Click on No.
 Go to the View menu and select Requests.
 Verify your concurrent request completes normally .
 Click on the line which lists your request.
 Click on the View Output button to review the report.
 Close the report output window and the requests screen.

Step7: Purge Physical Inventory

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

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Navigation: Inventory > Counting > Physical Inventory > Physical Inventories

Screen: Physical Inventories Summary (M1)

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

 Click on Open Button to verify that the Adjustment Posted box is checked
 Go to the Tools Menu and select: Perform Purge

The Perform Purge screen will open

Select: All in the dialog box.

Click on the Purge button.

Record the concurrent request # __________________.

Click OK.

Close the Physical Inventory Summary screen.

Go to the View menu and select Requests.

Verify your concurrent request completes normally and close the window.

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

44. Viewing Forecast rules & Forecasts

Guided Practice 1 - Viewing Forecast Rules

Purpose: In this practice you navigate to the Forecast Rules window to view the rules set up for a seasonal forecast.
When you finish this practice, exit the Forecast Rules window and return to the Oracle Inventory navigator.
1. Navigate to the Item Forecast Rules window.

Navigation: Inventory > Setup > Rules > Forecast

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

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

4. Forecast rules for a seasonal forecast appear.

5. View the various details about the forecast.

Guided Practice 2 - Viewing Forecasts

Purpose: In this practice you navigate to the Item Forecast Entries window to view a forecast.
When you finish this practice, exit the Forecast Forecast Entries window and return to the Oracle Inventory navigator.

1. Navigate to the Item Forecast Entries window.

Navigation: Inventory > Planning > Forecasts > View Entries

The Forecast Entries window opens.

2. Press [F11] to enter query mode.

3. In the Forecast Set field, enter FS%.

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

5. View the various details about the forecast.

45. Setting up Manual Forecast

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

Step1: Create an Item XXAA10001014

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Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

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

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes

Purchasing List Price 10

General Planning

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Region Field Name Values

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

Lead Times
Processing Lead times 5

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

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

Click on Save icon

Step2: Setting Up a Manual Forecast

Navigation: Inventory > Planning > Forecasts > Sets

Screen: Forecasts Sets (M1)

Region Field Name Values

Forecast Set XXAA-FCSET
Description XXAA-Forecast Set
Bucket type Choose “Weeks”
Leave rest of the fields as Defaults

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Region Field Name Values

Forecast Lines Forecast XXAA-FCNAME
Description XXAA-Forecast Name
Click on Save icon
Click on Forecast Items Button
Forecast Items (M1) Opens
Item XXAA-10001014
Rest of the fields defaults from item Master
Click on Detail Button
Forecast entries (M1)
Screen opens
Date Enter a start date that is greater than today
End Date Enter an end date that is approximately 6 weeks from the start date
Close the window
Click on Bucketed detail
Forecasted Bucketed Review and verify your forecast
entries screen opens

Close all the Forecast windows.

46. Re Order Point Planning

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

 You can use Reorder-point planning for items under independent demand.
 You can specify Reorder-point planning as the inventory planning method when you define an item.
 You can use Reorder-point planning for items that you do not need to control very tightly and that are not very expensive to carry
in inventory.

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

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

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Navigation: Inventory > Planning > Safety Stocks

Screen: Find Item Safety Stocks (M1)

Click the New button

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

Item XXAA-10001014
Effective date Choose Today’s date (example: 01-JAN-2000)
Quantity 50

Click on the Save icon

Step2: Request the Reorder Point Planning report

Navigation: Inventory > Planning > Reorder Point Planning

Screen: Parameters window for the Reorder Point Planning report opens

Enter the following parameters:

Parameters Items under reorder point

Demand cut off date 4 months from now
Supply cut off date 4 months from now
Restock No
Forecast Your forecast “XXAA-FCNAME”

Accept all other defaults

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Click the OK button to return to the Reorder Point Planning submit requests window.
Click the Submit button to submit the Reorder Point Planning report.
Write down your request number____________________
Click the No button when prompted to enter another request.

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

How many of this item should you reorder?________________

47. Min Max Planning

 You can use Min-max planning for items with independent demand.
 Because you specify the minimum and maximum inventory levels, you can use Min-max planning for those items that you want to
tightly control.
 You can perform Min-max planning for the entire organization.
 You can perform Min-Max planning for a specific subinventory.

Step1: Create a Min Max Planned Item

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name XXAA-10001015
Description Purchased Item Min Max Planned Item

Go to (M) Tools > Copy From

Screen: Copy From

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Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes

Purchasing List Price 10

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

Lead Times
Processing Lead times 5

Save your work. (Ctrl + S)

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Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

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

Click on Save icon

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

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

Navigation: Inventory > Setup > Organizations > Subinventories

Screen: Subinventories Summary (M1)

Select the FGI subinventory

Region Field Name Values

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

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Region Field Name Values

Processing 5

Click on Save icon

Close the windows.

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

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

Navigation: Inventory > Planning > Min Max Planning

Screen: Min Max Planning Parameters

Choose the parameters as below:

Planning level: Subinventory

Subinventory: FGI
Item Selection: Items under minimum quantity (Defaults)
Items From:

Low XXAA-10001015 (Tab)

High XXAA-10001015 (Defaults) Click on OK

Leave rest of the fields with defaults.

Click the OK button to return to the Min Maxa Planning submit requests window.
Click the Submit button to submit the Min Max Planning report.
Write down your request number____________________
Click the No button when prompted to enter another request.

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

How many of this item should you Order?________________

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48. Replenishment Planning

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

Specifying Min-Max Planning

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

Entering Subinventory-Level Min-Max Minimum and Maximum Quantities

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

In another replenishment count entry method designed only for non-tracked subinventories, you can enter an on-hand quantity, after
which Oracle Inventory performs min-max calculations.
You use the following windows to set up and process Subinventories for which you want to enter replenishment counts:

 Subinventories
 Item Subinventories
 Replenishment Count Headers
 Replenishment Count Lines
 Process Replenishment Counts
 Purge Replenishment Counts

Step1: Subinventories

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

1. Quantity Tracked Subinventory: FGI

2. Non Quantity tracked Subinventory: Consumable

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Step2: Define Item for Replenishment counting

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name XXAA-10001016
Description Purchased Item Replenishment counting

Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes

Purchasing List Price 10

Default Buyer Smith, Mr. Jonathan

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Region Field Name Values

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

Costing Inventory Asset Value Un Check the Box

Costing enabled Un Check the Box
Include in Roll up Un Check the Box

Lead Times
Processing Lead times 5

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

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

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

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

1. Quantity Tracked Subinventory: FGI

2. Non Quantity tracked Subinventory: Consumable

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

Screen: Organization Item (M1) opens

Click on Tools Menu and Select Item / Subinventories

Screen: Item Subinventories (M1) Opens

Region Field Name Values

Item Subinventories Screen Stay on Planning Tab

displays

Qty Tracked Subinventory Subinventory FGI

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

Click on Save icon

Click on the Next Line
Non Quantity tracked Sub Subinventory Consumable
inventory
Description Defaults
Min Max Planning Check the Box
Min Max Planning Check the Box

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Region Field Name Values

Min Qty 100
Max Qty 500
Click on Order Modifiers Tab
Order Qty Minimum 100
Order Qty Maximum 400
Click on Lead times Tab
Processing 5
Click on Save icon
Close the Windows.

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

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

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

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

Navigation: Inventory > Counting > Replenishment Counts > Counts

Screen: Replenishment Count Headers (M1)

Click on New Button

Screen: Replenishment Count Headers (M1)

Region Field Name Values

Name XXAA-FGI-01
Subinventory FGI
Supply Cut off date Defaults to today’s Date

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Region Field Name Values

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

Step5: Processing Replenishment Counts for an item

Click on Process and Report Button

Concurrent Program kicks off. Click on OK.

Go To View Menu and Select Requests

Click on Find

Click on Item replenishment count report.

Select View Output button

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

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

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

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

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

Navigation: Inventory > Counting > Replenishment Counts > Counts

Screen: Replenishment Count Headers (M1)

Click on New Button

Screen: Replenishment Count Headers (M1)

Region Field Name Values

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

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Step7: Processing Replenishment Counts for an item

Click on Process and Report Button

Concurrent Program kicks off. Click on OK.

Go To View Menu and Select Requests

Click on Find

Clicks on Item replenishment count report.

Select View Output button

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

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

Navigation: Inventory > Counting > Replenishment Counts > Purge

Screen: Purge Replenishment Counts Parameters screen opens

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

Processing: Concurrent processing
Count Name: XXAA-FGI-01
Delete Errored Counts: Yes

Click on OK

Click on Submit Button on requests screen

Click on No when asked for submitting another request.

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

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Processing: Concurrent processing

Count Name: XXAA-Con-01
Delete Errored Counts: Yes

Click on OK

Click on Submit Button on requests screen

Click on No when asked for submitting another request.

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

Navigation: Inventory > Counting > Replenishment Counts > Counts

Screen: Find Replenishment Count Headers Summary (M1)

Click on Find

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

49. Average Costing

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

Change Organization to M3- Dallas

Navigation: Items > Item Master

Screen: Master Item

Enter the Following:

Name XXAA-10001017
Description Purchased Item Average Costing

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Go to (M) Tools > Copy From

Screen: Copy From

Select the Following:

Template Purchased Item

Press (B) Done

Screen: Master Items

Enter the Following:

Region Field Name Values

Main
Use Item Type Purchased Item
Item Status Active
Conversions - Both Yes

Purchasing List Price 10

Default Buyer Smith, Mr. Jonathan

Save your work. (Ctrl + S)

Go to (M) Tools > Organization Assignment

Screen: Organization Assignment

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

Click on Save icon

Choose ‘M3’ inventory organization.

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Step-2: Note the Item cost

Navigation: Inventory > Costs > Item Costs

Screen: Find Item / Cost type

Enter Item XXAA-10001017 and Click on Find.

Item cost is ‘0’.

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

Navigation: Inventory > Transactions > Miscellaneous Transaction

Choose transaction type as ‘Miscellaneous Receipt’.

Click Transactions Lines button.

Select item code as XXAA-10001017

Choose ‘Stores’ Subinventory.
Quantity = 10
Unit price = 10
Account = Choose appropriate account.
Save the record.

Step-3: Verify the Subject Item cost.

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

Unit Cost =10

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

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Navigation: Inventory > Transactions > Miscellaneous Transaction

Choose transaction type as ‘Miscellaneous Receipt’.

Click Transactions Lines button.

Select item code as XXAA-10001017

Choose ‘Stores’ Subinventory.
Quantity = 10
Unit price = 20
Account = Choose appropriate account.
Save the record.

Step-5: Verify the Subject Item cost.

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

Unit Cost =15

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