These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developed
to assist an applications support analyst by:
• Listing initial step by step instructions for data entry within the Inventory application to familiarize
a support analyst with the features and functions of common Inventory movements and
application maintainance
• Performing common inventory functions that all customers perform, such as defining and
maintaining items, issuing and receiving stock (items) into inventory, and performing stock (item)
replenishment.
• Reinforcing Inventory concepts and functional issues that were discussed during class lectures
Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater
inventory controls. If some of the terms mentioned here are unfamiliar to you, before the week is out, they
may just become part of your daily vocabulary while working in the support environment.
The Labss can be performed on any release instance that has the Vision Demonstration Database installed.
However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle
Applications. Examples would be
- Different item
em attribute settings
- Different organization parameters
- Data that may not exist
2
Table Of Contents
3
LAB 1 - Inventory Structures
- Button
User: <userid>
Password: <password>
Type: Plant
Save
Save
4
Inventory> Setup> Organizations> Organizations
Click Find
Under Organzation Classifications Section, put your cursor in the Name field.
Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of the field)
Save.
Enter Set of Books, Legal Entity, and Operating Unit = (Vision Operations)
Save
Enter thefollowing:
Organization Code = <XXX>
Calendar – Vision01
Transfer to GL = Yes
Save
________________________________________________________________
5
3. Define Subinventories
Setup>Organizations>Subinventories
Save
1. Define a Unit of Measure class and new base Unit of Measure (UOM) for your UOM class. This new
base UOM will then be used as a default for items you will be defining in later labs.
Setup>Units of Measure>Classes
Add a new UOM Class
Save (Ctrl S)
Note: By entering XX-Each in the base unit field, you have effectively just defined a new UOM.
Add 2 non-base
base units of measure for you new UOM class, XX-Qty.
Click on the “Unit of Measure” button ((if you are at the Navigator, then chose
Setup>Units of Measure>Conversions
Notice
otice that your base unit already has a conversion defined for it - Since this is a base unit, the
conversion rate will always have a 1 to 1 relationship with itself.
Save
6
3. Add conversion rates between your base unit of measure and your 2 non
non-base
base units of measure.
Click on the “Conversions” button (if you are at the Navigator, then chose
Setup>Units of Measure>Conversions
Add conversions between your base unit and non non-base units.
Save
1. Define a new Status Code for your items. Items that will be defined using this status code will always
have the following attributes enabled:
• Be allowed to be placed on a Bill of Material
• Be available to be the purchasing module
• Stockable in Inventory
• Be transactable in Inventory
Setup>Items>Status Codes
Name: XX-Status
Description: XX My new status
(Tab to move to each attribute. Clicking on the CHECK BOX sets the attribute control value=YES.)
7
Name Description
XX-item XX - My item
Choose the appropriate attribute group from the Alternative Region, and write down the values
valu for
the following item attributes:
Group Item Attribute Value
3. Change the “Item Status” item attribute from its current value to your new status code, XX-Status
From the “Main” region put your cursor on the Item Status field
Click on the icon for List of Values OR
Use the CTRL L keys OR
Enter a partial value and press
ress the tab to display a list to chose from)
Choose XX-Status
Save
In the Order Management alternative region try to change the “Customer order Enabled” item
attribute back to “yes”. What happened and why did it happen?
_______________________________________________________________________________
In the WIP alternative region, change the item attribute “WIP ALLOWED” to be Not Enabled
What happened and why did it happen?
___________________________________________
_______________________________________________________________________________
____________________________________
8
Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2
attributes.
1. _____________________________________________________________________________
2. __________________________
_______________________________________________________________
__________________________________________________
Save
Items>Organization Items
From the organizational item form, Click on the top Menu under “Tools”
Click on “Item costs”
Item: XX-item
Click the Find button
When the Item cost Summary form appears,
1. Determine the attribute group name and the control level (Master \ Organization) of the following
attributes settings for your Organization ((XX-organization1):
Setup>Items>Attribute Controls
9
Inventory item _______________ ___________________
Min-Max Maximum quantity _______________ ___________________
2. Define your item XX-item1 in the master organization you created ((XX-organization1):
organization1):
Items>Master Items
Query enter (F11).
From the “Main” region get the Item Status code. ___________________
From the alternative regions choose the appropriate region to display and then record the values of the
following item attributes (if the box is checked, consider the attribute “Enabled” or set to “Yes”; if
unchecked, consider the attribute “NOTNOT enabled” or set to “No”).
3. Determine the actual item attribute values for item XX-item1, in the organization created.
Items>Organization Items
Item: XX-item1
Enter Inventory > Setup > Flexfields > Key > Values
10
In Find Key Flexfield Structures field, Enter “Item Categores”
Under Dependent Segment, Enter “Class”
Click Find
Setup>Items>Categories>Category Codes
Family: XX-desk
Class: XX-brown
Tab to the next line, and add your third category code (use either method above for data entry)
Save
Name: XX
XX-SET
Description: <last
last name
name> Items Set
Flex Structure: Item Categories
Controlled at: Organization level
Default Category: % <tab> (choose one of your categories you defined)
Enforce List of Valid Categories = Yes
Save
3. Add your remaining 2 categories to you category set, so that whenen you update an item with your
category set, they will be the only categories you can choose from:
11
Notice that the default category you entered for your Category Set has been placed in the
valid list. This is because the default category for a category set must be a valid category
ca
whenever you assignyour category set to an item.
Save
Item: XX-item
Category: Use % and then <tab> key and then choose a category code
Save
Setup>Items>Templates
Template: XX-sell
Description: XX-items
items for sale
Select the appropriate Group from the alternative region.
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Item: XX-item2
Description: Created from my template
Click on the top Menu under “Tools”
Click on “Copy From”
Template: XX-sell
How did the item attribute “User Item Type” under the Main alternative region get set to ‘Finished
Good’?_____________________________________________________________________________
Can you disable the ‘costing enabled’ item attribute for this item? _____________
Why\Why
Why not?________________________________________________________________________
Increase
ncrease the operating functionality of your item by updating the item attributes tha
thatt enable an item to be
purchased.
Either applies the “Purchased Item” Template, OR update the appropriate item attribute.
Save
3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
organization
Then assign your category set to your item in both organizations. Either do this from the master
organization, then from the top Menu under “Tools”, organization assignment, org attributes button,
and when the organization items form appears, use the top Menu under “Tools”, categories; OR use
the organization items form, then the top Menu under “Tools”, categories, OR use the category sets
form, “Assign” button and assign your category set to both organization items. If you need help,
please ask. Also, update the frozen cost for item XX-item2 in org M1, Seattle Manufacturing. If you
need help with this step, see Lab 4, step 5.
Save
4. Define another item by copying item XX-item2.. This item will have the exact same attributes
enabled that item XX-item2 has enabled
Name Description
XX-item3 item copied from XX-item2
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Click on top Menu under “Tools”
Click on “Copy From”
Item: XX-item2
(Note: Ensure that you are only copying an item, and that the template field does not have a
value.)
5. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
Then assign your category set to your item in both organizations. If you need help, please see step
3 of this lab.
Save
6. You are going to copy an existing item and apply a template at the same time. Does the copy item
occur first or does the template get applied before the item is copied?
(Hint: you must have a value in the template field and the item field on the copy pop-up
up window. If you are
not sure of the answer, try defining a new item and applying a template and copying another item!!)
1. Define a substitute
te relationship between XX-item2 and XX-item3. - Ensure you are in the Master
Organization, V1
Items>Item Relationships
Click on “New” button
Save
Type Description
XX-xref XX-include in set
Save
Save
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Items> Manufacturers’ Part Numbers>By Manufacturers
Manufacturer Description
XX-USA Parts XX-Manufacturer
Save
4. Enter the Manufacturer’s Part Numbers for your items: XX-item and XX-item2.
Items>Manufacturers’ Part Numbers>By Items
Click on “New” button
Manufacturer: XX-USA Parts
Add the following information:
Save
1. Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture
additional information that you would like to search for when generating purchase orders or to search
for items with similar characteristics (descriptive elements)
Setup>Items>Catalog Groups
Name: XX-Automobile
Automobile
Description: XX-auto
Click on the “Details” button and add the following catalog sequences
Save
2. Define 2 new items XX-Van and XX-Car, assign your catalog group, XX-Automobile
Automobile to these items.
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Items>Master Items
Name: XX-Car
Description: My automobile
XX-My
Template: “XX-sell”” (use the LOV icon, CTRL L, or enter a partial value and press the tab to display
a list to chose from)
Save
Item: XX-Van
Description: XX-other
Save
Click on Catalog
Catalog Group: XX-Automobile
Automobile
Name Value
Type Van
Make Honda
Model Odyssey SE
Color Silver
Notice that the item description for XX-Van has been updated to include
e the additional descriptive
elements from the catalog group. You should see XX-My My other.Van.Honda.Odyssey SE.Silver
2. Now, perform the same catalog assignment for item XX-Car, changing the
e values for the catalog
group descriptive elements to the information below, but DO NOT UPDATE DESCRIPTION.
DESCRIPTION
16
and then press the tab key to display a list to choose from
Query run (Ctrl F11)
Click on Catalog
Catalog Group: XX-Automobile
Automobile
Name Value
Type 4 Door
Make Honda
Model Accord LE
Color Red
Save
1. Use the Item Search form to find substitute parts for item XX-item2.
Items>Item Search
Organization: M1
Click on alternative region and choose “Item Relationship”
Type: S and then the <tab> key OR click the and select ‘Substitute’
Item: XX-item2
Click on “Find” button to view search results
Was anything returned after you clicked the “Find” button’? ______
Why\Why not? ______________________________________________
Was anything returned after you clicked the “Find” button’? _______
Why\Why not? _________________________________________
______________________________________________
17
3. Use the Item Search form to find the cross
cross-reference part for item XX-item within organization M2.
Organization: M2
Click ok after the following message appears:
APP-05197:
05197: Changing organization will clear associated queries
Did the system allow you to enter value: XX-brown set ________
4. Use the Manufacturer’s Part Numbers form to find a manufacturer for part XX-item2
Items>Manufacturers’ Part Numbers>By Items
Item: XX-item2
Click on “Find” button to view search results
______________________________________________
5. Use the Manufacturer’s Part Numbers form to find parts manufactured by XX-USA
USA Parts
Items>Manufacturers’ Part Num
Numbers> By Items
Manufacturer: XX-USA Parts
6. Use the Item Search form to find items that have specific descriptive elements for your catalog group,
XX-Automobile within organization V1
Organization: V1
Click ok after the following message appears:
APP-05197:
05197: Changing organiz
organization will clear associated queries
Was anything
ing returned after you clicked the “Find” button’? _____________
Why\Why not?__________________________________________________________________
__________________________________________________________________
18
7. Use the Item Search form again to find items that have a specific descriptive element for your catalog
group, XX-Automobile within organization V1
Organization: V1
Click ok after the following message appears:
APP-05197:
05197: Changing organization will clear associated queries
Was anything returned after you clicked the “Find” button’? _____________
Why\Why not?___________________________________________________________________
___________________________________________________________________
LAB 10 Inventory Co
Controls: Item Locators
What is the organization level locator control option for Seattle Manufacturing (M1) or your organization
XX-organization1? __________________
____________________________
Inventory>Setup>Organizations>Parameters
2. What is the locator control option for each of the following subinventories in the Seattle
Manufacturing (M1) organization? __________________
____________________________
Inventory>Setup>Organizations>Subinventories
Engineer _________________
Restricted ____________________
_____________________________________________________________
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3. Define an item that uses locator control so you can track specific quantities of this item in specific
locations in your subinventory
Items>Master Items
Item Description
XX-track Locator Controlled item
Save
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
Then assign your category set to your item in both organizations. If you need help, please refer to
Lab 6, step 3.
Inventory>Setup>Organizations>Stock Locators
Ensure you have switched organizations (if necessary)
Click on the “New” button
Click on the “Edit” icon to pop the stock locator key flexfield and enter the following three segment
values
Click on the “Locators” button, and enter the following stock locators:
\
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Row Rack Bin Description
Locator: XX 102 XX 102 Locator
Locator: XX 103 XX 103 Locator
Locator: XX 104 XX 104 Locator
Locator: XX 105 XX 105 Locator
Locator: XX 106 XX 106 Locator
Notice that the subinventory automatically defaulted for each locator enter
entered - this is because you are
defining stock locators while using the Subinventories form, for a specific subinventory.
.
6. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item XX-item
Inventory>Transactions>Miscellaneous
Miscellaneous Transaction
Date: (Accept default)
Type: Miscellaneous Receipt (use CTRL L, “List of Values” icon, or type in a partial value)
Save
7. Verify that the system performed you unit of measure conversion correctly for you receipt transaction
for item XX-item.
On-hand, Availability>On-hand
hand Quantities
Organization: M1
Item: XX-item
Click on “Find
Why? ______________________________________________________________
8. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 20 units of your locator
controlled item. If you need help, refer to step 6.
Transactions>Miscellaneous Transaction
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Did the system accept this locator? ______
Why\Why Not?
_______________________________________________________________________________
Quantity: 20
Account: Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Save
9.. Define another item that is under restricted locator control. If you restrict subinventories,
ventories, you must
define the subinventory (ies) the item is restricted to prior to performing a transac
transaction with
ith this item. If you
restrict an item to specific locators, you must define the subinventory (ies)
(ies)\locator(s) the
he item will be
restricted to, prior to performing a transaction with this item. Since you have already defined 6 locators for
XX-subinv you ou can use these locator combinations to restrict your item to.
Items>Master Items
Item Description
XX-track_r Item restricted to specific subinv and pre-specified locator.
Save
10. Assign your item to Seattle Manufacturing (M1) AND assign your category
gory set to the new item in
Organization M1.
Save
11. To specify which subinventories and locators item XX-track_r can use in organization M1, place you
cursor on org M1, and clickk the “Org Attributes” button
Save
Subinventory: FGI
22
Place cursor on the Locators field and add the following:
Locator: XX.106. XX
Save
WHY? __________________________________________________________________________
___________________________________________________________________
Subinventory: XX-subinvv
Locator: % <tab> to open flexfield (select one of your restricted locators
Quantity: 3
Account: Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Save
13. Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application.
1. __________________________________
___________________________________________________________________________
_________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________
1. What is the default starting revision for the Seattle Manufacturing (M1) organization?
Setup>Organizations>Parameters
Click on the alternative region: Rev, Lot, Serial
Remember, this is the default revision that will be added to all ite
items
ms you assign to the Seattle
Manufacturing (M1) organization, regardless of value for the item attribute ‘Revision Control’
23
Items>Master Items
Item: XX-revision
Description: Revision Controlled item
Click on the top Menu under “Tools”
Save
Then assign your category set to your item in both organizations. If you ne
need
ed help, please refer to
Lab 6,step 3.
Save
Click on “Revisions”
Save
5. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of item XX-revision
revision A, and 10 units of XX-revision
revision revision B into subinventory XX-subinv
Item: XX-revision
revision
Rev: A
Subinventory: XX-subinv
subinv
Quantity: 2
Account: Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Save
Now, perform your Miscellaneous Receipt of 10 units of XX-revision revision B into XX--subinv
Item: XX-revision
revision
Rev: B
24
What happened? __________________________________________________________________
If revision B is not valid for this item, is it possible to enable it? ______
How?_______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________
____________________________________________________________________________________
Either
ther clear the current record and update the revision for item XX-revision, or just accept the default
revision to complete the miscellaneous receipt
Subinventory: XX-subinv
subinv
Quantity: 10
Account: Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Save
1. What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing
(M1) organization?
Setup>Organizations>Parameters
Click on the alternative region “Rev, Lot, Serial”
Generation: __________________________
2. Define an item that utilizes Lot Control, and always has a shelf life expiration date of 200 days.
Items>Master Items
Save
3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
25
Then assign your category set to your item in both organizations. If you need help, please refer to
Lab 6,step 3.
Save
How does the system know when your item’s lot will expire?
____________________________________
Is there a way to allow a user to specify the EXACT expiration date for a part
particular
icular item if the item is
lot controlled? ________________
_________
How? __________________________________________________________________________
Quantity: 20
Account: Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’
Save
5. Receive another 5 units of item XX-200 lot into subinventory XX-subinv, allowing the system
to partially generate lot numbers for you
you.
Save
26
6. If you were complete another receiving transaction for item XX-200 lot in organization M1,
M1 what
would the next lot number generated by the system be? (Hint:Hint: What is the lot generation set to for
M1?) ____________________________________________________________________________
1. What are the serial number uniqueness and generation control options for the Seattle Manufacturing
(M1) organization?
Setup>Organizations>Parameters
Generation: _____________________
Notice that as you tabbed out of the lot field, the lot numbers that were added to the system were
sequential values, based upon the settings in the organization parameters form and the t item attributes
set for the organization items, and that the first lot number generated by the system came from the item
attributes starting prefix and
nd number, for your item, XX-200 lot
2. Define an item that is under predefined serial number control. If you do not have any system-
system
generated serial numbers for this item, you will not be able to perform any transactions utilizing this
item.
Items>Master Items
Item: XX-serial_p
Desc: Predefined Serial Numbers
Template: XX_Sell
Save
3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2)
organizations,, or your organization XX
XX-organization1.
Then assign your category set to your item in these organizations. If you ne
need help, please refer to
Lab 6,step 3.
Save
4. Define another item that is under serial number control, using the option at receipt:
27
Item: XX-serial_r
Desc: Serial numbers entered at receipt
Save
5. Predefine 20 serial numbers for item XX-serial_p, so you will be able to perform
rm transactions
transacti
utilizing this item.
ON-HAND,
HAND, AVAILABILITY>GENERATE SERIAL NUMBERS
Item: XX-serial_p
Quantity: 20
Click on the “Submit” button, then ‘No’ to submit another request -
Monitor your concurrent request id: (From the Menu, chose Help >View my requests
Click on the “Help” Menu
Click on “View my requests”
Click on the “Find” button or use the single request function
****DO
DO NOT proceed to step 6 until your concurrent request has completed normally!!!
6. Perform a Miscellaneous Receipt to receive 5 units of item XX-serial_p and 50 units of item XX-
serial_r into your subinventory
Transactions>Miscellaneous Transaction
Date: Today's date
Type: Miscellaneous Receipt
Source: (your name)
Account: <enter account information>
Item: XX-serial_p
serial_p
Subinventory: XX-subinv
subinv
Quantity: 1
Add new record OR use the CTRL and DOWN arrow key
Item: XX-serial_p
serial_p
28
Subinventory: XX-subinv
subinv
Quantity: 4
Notice how you now have a list of values immediately, as opposed to havin
having g to click the LOV button
and then hit the ‘Find” button as in the previous example
Notice how the system calculates the ‘to’’ serial number based upon the transaction quantity and the
fact that the ‘serial number entry mode ‘radial button’ is set to “Ranges” - if you wanted to enter serial
numbers that were not sequential, change the serial number entry mode ‘radial button’butt to “Individual”,
and then you can select individual serial numbers.
Item: XX-serial_r
serial_r
Subinventory: XX-subinv
subinv
Quantity: 2
Click on the “Lot/Serial” button
Click the “Individual” radio button
Serial Number: XX00XX
Serial Number: XX01XX
Click on the “Done” button
Add new record OR use the CTRL and DOWN arrow key
Item: XX-serial_r
serial_r
Subinventory: XX-subinv
subinv
Quantity: 48
Click on the “Lot/Serial” button
Serial Number: 01XX
Save
Why didn’t you manually have to enter an account for these transactions?
________________________________________________________________________________
Notice that you were able to enter specific serial numbers individually or by specifying a starting number.
29
7. Verify that the system updated your serial number statuses for item XX-serial_p and XX-serial_r
On-hand,
hand, Availability>Serial Numbers
Item: XX-serial_p
serial_p
Click the “Find” button
Review the status for your serial numbers for item XX-serial_p - toggle to alt region “Status” and
review our serial numbers you just received.
Review the status for your serial numbers for item XX-serial_p - toggle to alt region “Status” and
review your serial numbers you just received.
Create custom transaction source types and transaction types to track your do
donations
nations to charity. It is
your company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a local charity
once a year. You will need to perform a “subinventory transfer” to move the stock from your
subinventory to the charity (donation) subinventory, and then perform an “issue from stores” to ship your
items to the charity.
Save
3. Define 2 new transaction types for your transaction source type XX-CHARITIES
Setup>Transactions>Types
Under atl region “User Defined”, add a 2 new transaction types.
User Defined
Save
4. Create 2 new Transaction Reason Codes to track all your charity movement transactions in your
organization
Setup>Transactions>Reasons
Add a record
Name Description
30
XX-DONATION Donate to Charity
XX-CHARITY-HOLD Hold for Charity
Save
5. You just received a call from your supervisor informing you that the company is going to donate 1
item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item XX-item from
Transactions>Subinventory Transfer
Date: Today's date
Type: XX-HOLD-CHARITY
CHARITY
Source: (your name)
Click on the “Transaction Lines” button
Item: XX-item
Subinventory: XX-subinv
subinv
To Subinv: XX-Donate
Donate
Quantity: 1
Reason: XX-CHARITY
CHARITY-HOLD
Save
Save
1. Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are
having problems, refer to one of the previous labs (lab 10 thru 14)
31
(This will be in preparation of our Physical Inventory and Cycle Count labs)
If you cannot find an item listed above, then simply select another classmates similar item
(Eg. If you cannot find 03-serial_r,
serial_r, then look for 02-serial_r or 04-serial_r).
IMPORTANT - when you save your 7 transaction lines watch for missing inventory controls such as
missing
issing lots, serial number, locators. ((CURSOR
CURSOR is normally placed on line in error after a save is
performed). ). Provide the additional information required to complete transaction processing..
processing.
Save
2. The Boston Manufacturing (M2) has just notified you that it is short 10 pieces of XX-item.
XX Since you
have already received 500 into your subinventory in M1, use the Inter-organization
organization Transfer to send
10 of them to Boston Manufacturing.
Transactions>Inter-organization
organization Transfer
________________________________________________________________________________
32
Clear the current Inter-organization
organization Transfer information and return to the Navigator, from the master
items window, assign item XX--item to M2- Boston Manufacturing
Subinventory: XX-subinv
subinv
To Subinventory: Stores
Tab to Quantity: 10
Save
4. The Inventory Manager in Boston Manufacturing has been notified that the iintransit
ntransit shipment has
arrived. Change organizations to Boston Manufacturing and do a receipt transaction for shipment
number XX999.
Click on the check box to the far left (in front of the quantity field) for your interorg transfer.
Change the quantity field to 10 (If need be)
Save
Click on the check box in front of the quantity field and then tab to verify subinventory=Stores
subinventory=
Save
33
Transactions>Receiving>View Receiving Transactions
You can use either of the following fields to limit your search, or any combination you wish:
Source Type: Internal
Supplier: Seattle Manufacturing (M1)
Shipment Number: XX999
Item: XX-item
Item: XX-item
Subinventory: Stores
Click on the “Find” button
Is you On hand Quantity correct? ___________ Qty ____________
Quatnity 5, Price 10
Save (Control S)
Enter Purchase Order, Go to Lines and check the white box on the left for the line item
Save (Control S)
1. Receive an RMA
Transactions>Receiving> Returns
34
Click on “Find” Button
) Save
Quantity 5, Price 10
Save (Control S)
Enter Purchase Order, Go to Lines and check the white box on the left for the line item
Save (Control S)
1. You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be
entered into the system before items can actually be placed (received) into in
inventory.
ventory.
Change organizations to Seattle Manufacturing (M1) and perform the receipt transaction.
Transactions>Receiving>Receipts
>Receiving>Receipts
Purchase Order: 90XX
Click on the “Find” button
35
Close the “Receipt Header'' window
Click on the check box,, which is left of the Quantity field
Save
Save
3. Check the results of your transactions by viewing the transaction history and then verify the on hand
quantities.
Transactions>Material Transactions
On-hand, Availability>On-hand
hand Quantities
Item: AS18947
Subinventory: Stores
Click on the “Find” button
Is the qty correct? __________
If you had not delivered your standard line into a subinventory, would you be able to view the on
hand quantity here? ____________
Why? _______________________________________
____________________________________________
36
Class Name: XX-Class
Class A
Description: My class A items
Click on the + icon to add a new class, or use the down key to get to the next blank line
Class Name: XX-Class
Class B
Description: My class B items
Click on the + icon to add a new class, or use the down key to get to the next blank line
Class Name: XX-Class
Class C
Description: My class C items
Save
Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:
Click on the “View Output” button to view the “ABC Descending Value Report” Exit file
Notice
otice the sequence numbers that have been assigned to each iitem.
tem. These sequence numbers
generated are based upon the compile options you chose - “current on hand quantity” and specific
subinventory. The lowest sequence number (1) has been assigned to the item in your subinventory
with the highest on hand quantity, and the highest sequence n
number (x) has been assigned to the item
in your subinventory with the lowest on hand quantity.
37
by the system when you generated your ABC compile because you are linking your ABC group to
your compile.
Note: Make sure the cursor is highlighting YOUR new group name before proceeding
Click on the “Group Classes” button to add your ABC classes to your group
Priority Class Name
1 XX-Class A
2 XX-Class
Class B
3 XX-Class C
Save (Ctrl S) Close window ABC group class Assignments window.
Click on the “Assign Items” button to assign items within your compile to the specific ABC classes
you linked to your ABC group.
Class Seq
XX-Class A 2
XX-Class B 3
XX-Class C ?
________________________________________________________________________________
Are there other ways (besides assigning sequence numbers to ABC classe
classes)
s) to assign
assi items from an
ABC compile to an ABC group?
________________________________________________________________________________
Save
Concurrent program “Define ABC Assignments” is then initiated - wait until this request completes
normally before proceeding.
Click on the “Update items” button to change the system generated item-class
class assignments,
because you would like to can change one of the items assigned to Class A to Class B
38
Highlight the item you wish to change classes for, and simply update the class by entering a new value or
by using the LOV icon to select a new class (while your cursor is in the class field)
Save
When your concurrent request id has completed with a status of Normal, close the request window
and continue to the next step
While the Cycle Count header form is displayed, requery your cycle count you just created
39
XX-Class A 225 2
XX-Class B 75
XX-Class C 50
Save
4. Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle
counts.
Select “Perform Full Cycle Count” - This is a request set composed of 3 concurrent programs.
progra
Click on the Parameters field for each request to get the popup window for parameter inputs
Name Parameters
Gen. AutoSched Cycle Name: XX-CYCLE-COUNT
Gen. CycleCountReg. Cycle Name: XX-CYCLE-COUNT
Cycle Count Listing Cycle Name: XX-CYCLE-COUNT
Ensure that you check the ‘save’ box for this report ONLY.
When the program name CYCLE COUNT LISTING has completed normally, then
The CYCLE COUNT LISTING contains items that must be counted within 1 day
ay of the scheduler
being run, due to you setting the Late Days option to 1.
Note: If you have data on the output of the report you have successfully generated an 'Automatic
Cycle Count' process. If the previous step was successful, close all windows and return to the
Navigator. If not, please ask for assistance.
This compile will then be used to assign your items to specific ABC class within an ABC group
you will be defining.
5. Enter cycle count entries for your cycle count, XX-CYCLE-COUNT (Keep
Keep the quantities reasonable)
reasonable
Counting>Cycle Counting>Cycle Count Entries
Cycle Count: XX-CYCLE
CYCLE-COUNT
Click on the “Find” button
Find all open count requests = YES
Enter quantities:
(Note: if you change the region to “Adjustments” you can see the system generated quantity.)
Enter several counts out of tolerance and make the rest of the counts entered match the system
quantity.
40
For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to
bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on
lower portion of the cycle count entries screen)
(ie..if
ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header
level tolerance of + or -5%,
5%, but not the class A tolerance of + or -2%.
For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’
button and click the “All Present” button if you do not want to perform an adjustment, otherwise,
“unclick” the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior
to moving from the count field,, a pop up not will appear informing you to “Please enter the serial
number details for this request”
Once you have entered a count for each item on the cycle count entries form,
Save (Ctrl S)
6. Approve, reject or recount your cycle count entries for your cycle count; XX
XX-CYCLE
CYCLE-COUNT
Counting>Cycle Counting>Approve Counts
Notice counts that were entered which matched system quantities are tagged as “approved” and that
counts that are “out of tolerance” ar
aree automatically set to a status of “recount”. If a count is within
tolerance but not
ot the same quantity that the system has, then status of the adjustment is approved
due to the cycle count
ount option for approval being set to “If out of tolerance” - If you set
se this option to
“Always”, then each count within tolerance but not the same quantity as the system, you would either eit
need to approve, reject or recount the item (if recounts were allowed). If you do not have any counts
cou
with an approval status of ‘recount
‘recount’, then you do not have to perform
form steps 7 and 8 of this lab.
7. Recount any of your cycle count items that have a status of ‘recounted’
Counting>Cycle Counting>Cycle Count Entries
Cycle Count: XX-CYCLE
CYCLE-COUNT
Click on the “Find” button
Find all open count requests = YES
Enter quantities:
Save
8. Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE
CYCLE-COUNT
Counting>Cycle Counting>Approve Counts
Notice the counts just entered for recount have the approval option set to “None”.
ne”. This is doing to the
factthat
that automatic recounts were enabled for your cycle count, and the maxi
maximum
mum number of recounts
was set to 1. If you had entered 2 for the maximum number of recounts, then the actionact for ‘recounted
items’ that were recounted and still not with tolerances would still be set to ‘Recount”
‘Reco (until maximum
number for recounts is reached)
41
LAB 20 Physical Inventories
Name: XX-PI
Description: XX's PI
Date: Today's date
Approval region
When your “Freeze physical inventory” request has completed with a status of Normal, close the
request window and return to the Navigator.
2. Generate both blank and default tags for physical inventory XX-PI.
Blank tag information
Counting>Physical Inventory>Tag Generation
Name: XX- PI
Tag Type: Blank
Starting tag: XX0001
Number of tags: 3
Notice how the ending tag number is automatically generated based upon the number of tags
requested.
42
Click on the “Help” Menu
Click on “View my requests”
Click on the “Find” or use the single request option
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,
generate your default tag information
If above information defaulted correctly, then you should simply have to plac
placee your cursor in the
“Starting Tag number field and then hit the “Tab” to allow system to complete the default information
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,
proceed to the next step.
Name: XX-PI
Click on the “Find” button
Query all existing tags: YES
Your blank tags will be displayed first. For your first blank tag, enter the following information for an
item you found in your subinventory, but that was not accounted for when the snapshot was taken.
Item: AS10001
Subinventory XX-subinv
subinv
Qty: 100
Since this was the only item you found in your subinventory that was not included in the snapshot,
void the remaining 2 blank tags:
Enter quantities for all your remaining tags, entering any count you wish.
Save
43
Reports>ABC and Counting
Single request Click Ok
Request Name: Physical Inventory Missing Tag Listings
Name: XX
XX-PI
Once the request has completed, verify on the report output that you see:
Number of Missing Tags: 0
Name: XX-PI
Click on “Find” button
Query out of tolerance adjustments only? YES
2) You should always run the Physical Inventory Adjustment REPORT before running the adjustments
program to be assured that every thing looks reasonable.
Click on “Approve All” button
Query your physical inventory. With your cursor on your physical inventor
inventory,
Click on the top Menu under “Tools”
Account: Use the CTRL L key or click the LOV icon - type in ‘Ph’ then click ‘OK’
1. Your manager has just notified you that you will need to count a new item daily. Manually add that item
to your Cycle Count, which was not included in your original ABC compile, and place that item in the
control group.
44
Key in: XX%
Query run (Ctrl F11)
Click on the “Open” button
Click on the “Items” button
Class: XX-Class
Class A
Item: AS10001
Control Group: Check Box
Save
2. Now initiate the cycle counting (autoscheduler) for Day 2 of your cycle count.
Click on the top Menu under “Tools”
Select “Perform Full Cycle Count” -
Name Parameters
Gen. AutoSched Cycle Name: XX-CYCLE-COUNT
Gen. CycleCountReg. Cycle Name: XX-CYCLE-COUNT
Cycle Count Listing Cycle Name: XX-CYCLE-COUNT
Ensure that you check the ‘save’ box for this report ONLY.
Note: If you do not have data on the output of the report, please ask for assistance.
3. Enter several preapproved cycle count entries and then enter the remainder of your items to be
counted for your cycle count, XX
XX-CYCLE-COUNT.
Preapproved counts are not subject to any cycle count tolerances estab
established;
lished; whatever count qty is
entered on the cycle count entry form is automatically approved.
45
Save (Ctrl S)
(Note: if you change the region to “Adjustments” you can see the system generated quantity.)
For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’
button and click the “All Present” button if you do not want to perform an adjustment, otherwise, ‘un
click’ the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to
moving from the count field, a pop up not will appear informing you to “Please enter the serial
seri
number details for this request”
Once you have entered a count for each item on the cycle count entries form
Save
Click “OK” button for Adjustments processed window
3. Approve, reject or recount your cycle count entries for your cycle count; XX
XX-CYCLE
CYCLE-COUNT
Counting>Cycle Counting>Approve Counts
If you do not have any counts that have a status of recount, then skip the step 4 and step 5
4. Recount any of your cycle count items that have a status of ‘recounted’
Counting>Cycle Counting>Cycle Count Entries
Cycle Count: XX-CYCLE
CYCLE-COUNT
Click on the “Find” button
Find all open count requests = YES
Enter quantities:
Save
5. Approve, reject or recount your cycle count entries for your cycle count; XX
XX-CYCLE
CYCLE-COUNT
46
Counting>Cycle Counting>Approve Counts
Notice the counts just entered for recount have the approval option set to “None”. This is due to the
fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts
was set to 1. If you had entered 2 for the maximum number
umber of recounts, then the action for ‘recounted
items’ that were recounted and still not with tolerances would still be set to ‘Recount” (until maximum
number for recounts is reached)
1. Define an item, whichh will have a general planning method of reorder point planning. Enter the
appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning
method, lead times, order cost, carrying cost)
Items>Master Items
Item: XX-reorder
Desc: For testing reorder point planning
Click on the top Menu under “Tools”
Save
Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign
your category set to the new item in both organizations.
Save
47
2. Create a Forecast Rule to use when you generate your Forecast in step 5.
Setup>Rules>Forecast
Name: XX
XX-MY Rule
Description: My forecasting rule
Bucket Type: Weeks
Include
Sales Order shipments: Check box
Issues to WIP: Do NOT Check box
Miscellaneous Issues: Check box
Inter-org Transfers: Check box
Forecast: Focus
Save
Save
4. Create a forecast and forecast set, which will be used by the reorder point
point-planning
planning lab to calculate
the EOQ for your reorderr point planned item.
Planning>Forecast>Sets
Add a forecast set
Forecast Set: XX-FC-SET
SET
Desc: XX's FCSET
Bucket type: Weeks
Level: Item
Consume: Yes
Outlier Update: 100%
Backward Days: 3
Forward Days: 3
Save
Forecast Description
XX-FC XX’s Forecast
Save
Note:
ote: You should receive a pop up note box: Warning: This item is not planned
Just click ok - This warning message is letting the user know that the item is NOT MRP or MPS
planned.
48
You can still plan for this item using Reorder Point Planning.
____________________________________________________________
Why? _______________________________________________________
Save
4. What are the two types of forecasts Oracle Inventory can generate for you?
_______________________ _______________________
1. Run the Reorder Point Planning report to see if its time to replenish item XX-reorder
reorder
Planning>Reorder Point Planning
PARAMETERS:
Item selection: Items under reorder point
Restock: No
Forecast: XX-FC
st
1 Sort: Category
Category Set: XX-SET
49
Click on the “Submit Request” button
Write down the concurrent request id ____________________ click “No”
When the program “Reorder Point planning” has completed with a status of Normal
Click on the “View Output” button to view your report
Was the item attribute under MPS/MRP Planning for planning method set to “None” ?
If there is no data on the report output, ask for assistance before proceeding to next step.
WHY\WHY NOT?
____________________________________________________________________________________
Item: XX-minmax
Desc: For testing min/max planning report
Click on the top Menu under “Tools”
Template: XX-sell
Click on “Apply” and “Done”
50
Order Quantity
Minimum: 50
Maximum: 250
Cost
Order: 5
Carrying: 5
Source: Supplier
Fixed Order Quantity: 50
Save
When the organizations items form is returned, notice all item attribute values
es entered at the
master level default to the child org -these item attribute values at the organization level are used
when running the min/max for the entire organization
organization)
Save
If you HAVE NOT assigned your category set to item XX-minmax from the organization window
within the master items form, then navigate to the organization items window (Items>Organization
Items) and perform step 3. If you have assigned you category set to item XX-minmax
minmax from the
organization window within thee master items form, DO NOT close the Organization Assignment
window, continue on.
Click on the “Org Attributes” button (ensure your cursor is on the correc
correctt organization (M1) prior to
do this)
3. Establish min-max
max parameters for running the report by subinventory.
Click on the top Menu under “Tools”
Click on “Item Subinventories”
51
XX-subinv Yes 25 500
Save
Note: these values entered at the subinventory level are used when runnin
runningg the min/max for the
specific organization/subinventory specified)
Is there a suggested reorder quantity on the report output for your item? _________
How Much? ________
Is the quantity correct? ________
WHY\WHY NOT?
52
____________________________________________________________________________________
(For the report, use the same input parameters used in step 4, except cha
change
nge subinventory XX-subinv to
(subinventory FGI)
Is there a suggested reorder quantity on the report output for your item? _________
How Much? ________
Is the quantity correct? ________
WHY\WHY NOT?
____________________________________________________________________________________
Run the min-max for the entire organization to see if there are any items that need to be replenished.
Planning>Min-Max Planning
Is there a suggested reorder quantity on the report output for your item? _________
How Much? ________
Is the quantity correct? ________
WHY\WHY NOT?
____________________________________________________________________________________
Is there a suggested reorder quantity on the report output for your ititem?
em? _________
How Much? ________
Is the quantity correct? ________
WHY\WHY NOT?
____________________________________________________________________________________
53
Category Set: XX
XX-SET
Restock: Yes
(Note: accept all other default values)
At this point, please do not continue to the next step until all requisitions have been imported
into the Purchasing module.
Is there a suggested reorder quantity on the report output for your item? _________
How Much? ________
Is the quantity correct? ________
WHY\WHY NOT?
____________________________________________________________________________________
___________________________________________________________________________________
1. Create an ATP rule which you can run to check availability of item
XX-item.
Setup>Rules>Available to Promise
Name: XX
XX-ATP-RULE
Consumption:
Backward = Yes
Forward = Yes
Accumulate avail. = Yes
54
On-hand,
hand, Availability>Available to Promise
Item: XX
XX-item
ATP rule: XX
XX-ATP-RULE
Tab to required quantity: 10000
Tab to required date: Today's date
Click on the “View Results” button
Click on the “Open” button to view results presented in another format.
55
Appendix A
Navigation Function (Hot) Keys
Function Key
56
Filename: Inventory Basic Setup Lab.docx
Directory: C:\Documents and Settings\rcastro\Desktop\Labs Updated (Final Review)
Template: C:\Documents and Settings\rcastro\Application
Data\Microsoft\Templates\Normal.dotm
Title: Oracle Inventory Basic Setup Labs
Subject: E-Business Suite R12
Author: Rodrigo Castro - Daniel Newman
Keywords:
Comments:
Creation Date: 11/19/2008 1:02:00 PM
Change Number: 3
Last Saved On: 12/1/2008 3:06:00 PM
Last Saved By: rcastro
Total Editing Time: 1 Minute
Last Printed On: 12/1/2008 3:10:00 PM
As of Last Complete Printing
Number of Pages: 56
Number of Words: 12,745 (approx.)
Number of Characters: 72,652 (approx.)