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Inventory Transactions

Description of various steps that would be required to perform various inventory transactions would be provided as part of this document. A step by step procedure to perform a transaction is detailed here. Different inventory transactions involved are: Miscellaneous Receipt Inter-Organization Transfer Sub-Inventory Transfer Inter-Company Transfer
Miscellaneous Receipt: A Miscellaneous Receipt is one of the multiple Miscellaneous Transactions that are performed in the Oracle EBS R12 applications.

A miscellaneous receipt as the name indicates is a transaction that is miscellaneous or un-segmented in nature. Using the Misc. Receipt transaction, we can receive material/items into the inventory organization. The steps for performing the Miscellaneous Receipt transaction are detailed below: 1. Choose the Inventory Organization that you wish to receive an item into (Search can be performed using the Oracle Applications standard keying) 2. Once you are in the Inv. Org. of your choice, the first listing one would find under the Transactions Menu under the Navigator window is Transactions. 3. Double click on the + sign against the listing Transactions. You can otherwise click once on Transactions and click on - you could see to the left on the Transaction Menu 4. You would not see multiple options listed as part of the Transactions dropdown. 5. Double click on the listing Miscellaneous Transaction. A Miscellaneous Transaction window would now open, asking for relevant details to be entered. 6. In the Misc. Transaction window, select the Date.

Note: Appropriate date for the transaction needs to be entered to proceed further. In other words, a date from an Open Accounting Period needs to be entered. 7. Once you have entered the Date, you would now have to enter the Type of transaction. Please select the transaction type Miscellaneous Receipt from the list of values. ** If the list of values has a lot of options to be chosen from, you can perform a query to effectively zero-down on your choice. 8. Source & Account are optional fields. You may enter the fields should you feel necessary and have relevant information. 9. Once the data is entered under the Miscellaneous Receipt window, click on Transaction Lines at the bottom-right in the window. 10. A new window would open where you would have to choose the item you wish to perform a Miscellaneous Receipt for, from the LOV (List of Values). 11. Select the Sub-Inventory within that Inv. Org. where you choose to receive the item. 12. Default Unit of Measure would appear depending on the UOM you have defined at the Master Items. You may alter it if you wish to. 13. Enter the Quantity of the amount you wish to receive.

14. The other fields on the form are optional and you may enter where you deem necessary. 15. 16. Click on the Save button represented as a Floppy Diskette. The item of specified quantity is now received.

We can now check whether the particular item with desired quantity has been received. To check, we need to verify the On-hand Availability. Detailed are the steps below to check the On-hand Availability of an Item: 17. Go to On-hand Availability listed under the Menu in the navigator window 18. Double click on the + against On-hand Availability

19. Select On-hand Quantity and double click on it from the list below 20. The Query Window would now Open. Enter the attributes of the item and click on Find. 21. The Material Workbench window would open displaying all details relevant to the item. 22. To learn only about the On-hand Availability, click on Availability. All relevant details for availability of an item are displayed here. Inter-Organization Transfer: Inter-Organization Transfer involves transfer of inventory items from one Inventory Organization to the other. It must be note that a Shipping Network needs to be created prior to performing a Inter-Org Transfer. To create a shipping network, please follow the steps below: 1. Select Inventory Operations at the Oracle Apps Navigator Window. 2. Select Shipping Networks under Setup: Organizations from the Inventory operations list in the Navigator. 3. List of Values (LoV) for Organizations would appear. Select the Organization you wish to create a Shipping Network for.

4. The Shipping Networks window for the selected Organization would appear.

5. Select New to create a new Shipping Network. You can select the shipping attribute of an organizations by making your selection at Scope as From Organization, To Organization or From or To Organization. The behaviour of the Organization as a Receiving/Sending Organization or Both would be determined at this option. 6. Create the shipping network based on the requirement by choosing attributes such as Internal Order Required, providing various accounts for the Transfer transaction and so on. This can be done by going through the tabs which can be seen in the diagram above. 7. Save the Shipping Network. Upon saving, The Organization selected in the To field of the Shipping Network window would be updated with these details correspondingly.

Once a Shipping Network is created between two Inventory Organizations, we are ready to perform an Inter-Organization Transfer. The following are the steps to perform Inter-Org Transfer: 1. Select the Inventory Organization from which you wish to perform an Inter-Org Transfer. 2. Double click on Transactions in the Navigator window. This would open up a sub-menu under Transactions. 3. Select Inter-Organization Transfer and double click on it. 4. The Inter-Org Transfer window would open asking for various details required such as Date, To Org (Organization TO which you wish to transfer inventory), Type (Inter-Org Transfer type whether direct or in-transit shipment etc.) 5. You may fill the other non-mandatory fields if you require and possess relevant information.

6. Click then on Transaction Lines. This would open the Transfer window. 7. Select the Item you wish to transfer, the relevant sub-inventory of the From Organization, sub-inventory of the To Organization. 8. Enter the quantity you wish to transfer between both Organizations.

9. Save the record. The Inter-Org Transfer is now complete. The specified quantity of the item would be deducted from the From Organization and would be credited to the To Organization. 10. On-Hand availability can be checked to verify the carried out operation. To check On-Hand Availability, 1. Go to the Navigator window and double click on On-hand, Availability and select On-hand Quantity from the sub-list by double clicking on it. 2. The Query Material window would open. Enter relevant details and click on Find. 3. A window would open where the On-hand Availability of the item would be displayed. 4. You can also subsequently click on Availability button on the window to view a detailed availability report at one shot.

Note: You can perform an Inter-Org Transfer between two Inventory Orgs IF AND ONLY IF the item you wish to transfer is assigned to both the organizations. Sub-Inventory Transfer:

The Sub-Inventory Transfer involves transfer of an inventory item between the Sub-Inventories of the same Inventory Organization. The following are the steps that need to be followed to perform a SubInventory Transfer: 1. Select the Organization within which you wish to perform a SubInventory Transfer. 2. From the list in the Navigator window, double click on Transactions and double click on Sub-Inventory Transfer from the sub-list. 3. The Sub-Inventory Transfers window would open asking for details. 4. Fill in the appropriate details Date, Type (choose Sub-Inventory or Backflush Transfer). We choose Sub Inventory Transfer on this occasion and click on Transaction Lines.

5. The Sub-Inventory Transfer window would now open. Enter the details required which are: Item Sub-Inventory (From) To Sub-Inventory Quantity to be Transferred

6. Save the record once the desired details are entered. You can enter the non-mandatory fields where relevant and when you have right information. 7. The Sub-Inventory Transfer is complete. The specified quantity is deducted from the Sub-inventory (From) and credited to the To SubInventory. You can now perform an On-hand Availability check to verify if the above transaction has been performed correctly. The procedure to perform the On-hand Availability is the same as what has been described for InterOrganization Transfer. To check the On hand Quantity in the Sub-Inventory, you would just have to enter details of the particular Sub-Inventory and the desired Item in the Query Material window.

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