inventory beginners guide

5/26/2018 Inventory Beginners Guide

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Oracle Inventory

Beginners Guide

Beginners Guide

Oracle Inventory

Thampy Mathew

Thampy Mathew Page 1


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Oracle Inventory

Beginners Guide

Foreword

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

Applications. ven though there is nothing very complicated in Oracle !nventory" abeginner finds it very confusing and complicated initially for some time. #hile attending

lectures" under the guidance of the faculty" the students do all the relevant e$ercises. %ut"

after the lecture hours when he&she is trying to do the same e$ercise all byhimself&herself" he&she will find that the steps are not remembered properly. The lecture

notes are not of much use because that is not written properly or there is no mention of

certain steps in the notes. This in turn leads the student to a kind of desperation. Thepurpose of these notes is to save the students from the kind of desperation mentioned

above.

These notes are definitely not describing Oracle !nventory in detail. 'or an in depth

study" the students must go through the given (ourse Material" )elp 'iles and P*' 'iles.Any body will opt for an advanced study only when they understand the preliminaries.

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

!n these notes wherever ! have used the word +(hoose, you have to pick a value from an

available -O by pressing the keys (trl / -. 0imilarly" wherever the word +nter, isused you have to type the value in that field. !f the students in general feel that the notes

are of some help while practicing at the initial stage" ! will feel that my work borne fruit.

THAMP MATH!"

Thampy Mathew Page


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Oracle Inventory

Beginners Guide

#ontentsPage

$%& 'e(uencing the implementation o) Inventory $

1.1 *efine 'le$fields 1

1.1.1 !tem 1

1.1. !tem (ategories 1

1.1..1 *efine alue sets 2

1.1.. *efine 'le$ 0tructure 21.1..2 (ompile the 'le$ 0tructure 3

1.1..3 nter Possible alues for ach 0egment 3

1.1..4 *efine (ategory (odes 5(ategory 6ames7 41.1..8 *efine (ategory 0ets 4

1.1..9 Assign !tems to (ategory (odes 8

1.1..: -ist the !tems %elonging to a Particular (ategory 8

1.1.2 !tem (atalog ;roup 1

1.1.3 0tock -ocators 11.1.4 Account Aliases 1

1.1.8 0ales Orders 1

1. Assign *efault (ategory 0ets 9

1.2 *efine #orkday (alendar :

1.3 *efine ATP ations 1?

1.14 *efine $pense !tems and Assign to Organi>ations =1.18 *efine @OM (onversions 1

1.19 *efine !tem


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Oracle Inventory

Beginners Guide1.2 *efine (ontainer Types 9

#ontentsPage

1.3 *efine (ontainers 91.4 *efine 'reight (arriers :

1.8 *efine Transaction 0ource Types :

1.9 *efine Transaction ation Access ?

1.2 -aunching Transaction Managers 2=

*%& Open Inventory Accounting Periods +&

+%& Miscellaneous Transactions +&

2.1 Miscellaneous ations #ithout !0O 2

2.4 Tracking Materials in !ntransit !nventory 3

,%& Inventory #ontrols ,+

3.1 ation -evel MinMa$ Planning for %uy !tems 4=

4.1. 0ubinventory -evel MinMa$ Planning for %uy !tems 4

4.1.2 Organi>ation -evel MinMa$ Planning for Make !tems 43

4.


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Oracle Inventory

Beginners Guide4..4 *o


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Oracle Inventory

Beginners Guide

$%& 'e(uencing the implementation o) Inventory

1.1 *efine 'le$fields1.1.1 !tem


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Oracle Inventory

Beginners Guideappear as a small bo$ as usual. #ith the help of this type of an arrangement" the

programmers save the much needed screen space.

Cey 'le$fields are slightly different in its construction. They are attached to

certain specific fields of the screen. As the cursor enters that particular te$t bo$ towhich a 'le$field is attached" multiple te$t bo$es" which otherwise remain hidden"

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

they disappear and the values arranged one after another" separated by a dot orhyphen" appears as a single value in the normal te$t bo$. 'or e$ample" suppose

we have attached a 'le$field with three te$t bo$es in one of the te$t bo$es" Text

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

attached" the three te$t bo$es will pop up. 0uppose you entered a value of 01in

the first te$t bo$" a value of 02in the second te$t bo$ and a value of 03in the

third te$t bo$. #hen you click on OC" all the three te$t bo$es disappear" and a

value of 01.02.03appears in Text Box 1.

#hich field in your screen can be made a 'le$field is decided in the Application-evel. A user cannot change it. %ut" how many te$t bo$es should pop up when the

cursor enters into it is decided at the user level. The user can also decide what

shall be the kind of data 5(haracter or 6umeric7 that can go into each one of thete$t bo$ that pop up and also he can decide how many characters or digits a pop

up te$t bo$ can accept.

Technically" a pop up te$t bo$ is called aSegmentand the combination of thedata type 5(haracter or 6umeric7 and the ma$imum length 5Ma$imum number of

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

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

2= segments for a 'le$field.

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

Applications. Though there are si$ fle$fields" as listed above" can be created in

Oracle !nventory" as the method of creation is e$actly the same" we will discussonly one" which is the !tem (ategory 'le$field.

0uppose you want to segregate all the items in your subinventories. Dou have

decided to classify them as Electronic" Mechanical and Others. After the firstclassification" you will get three groups of items under three different headings.

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

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

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



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Oracle Inventory

Beginners Guide6ow" look at the classification names. ach one is made up of two words" one is

to the left side of the dot and the other is to the right side of the dot. 0o" we cansay that category names in the e$ample given above are made up of two

segments. 6ow" if we list the possible values for 0egment 1 and 0egment " it will

be as follows.

Possible alues for 0egment 1 Possible alues for 0egment

lectronic %uyMechanical Make

Others Others

'rom the above list we can find that the values for 0egment 1 are made up of

characters and the length of the longest value is 1=. 0imilarly" the values for

0egment 1 are also made up of characters and the length of the longest value is 8.

0o" we can finali>e that we have to define two value set as follows.

alue 0et 1 alue 0et

*ata Type E (haracter *ata Type E (haracter Ma$ -ength E 1= 51 on safer side7 Ma$ -ength E 8 5: on safer side7

#e have now made all basic preparations needed for creating a 'le$ 0tructure.6ow" we will see how it can be implemented.

$%$%*%$ 4e)ine 7alue sets

alue 0et for the 'irst 0egment

5a7 60etup'le$fieldalidation0ets5b7 nter a 6ame 50ay 0 17

5c7 nter a *escription

5d7 (hoose a *ata Type 5(har7

5e7 (hoose the Ma$ 0i>e 5175f7 0ave

alue 0et for the 0econd 0egment

5a7 60etup'le$fieldalidation0ets

5b7 nter a 6ame 50ay 0 7

5c7 nter a *escription

5d7 (hoose a *ata Type 5(har75e7 (hoose the Ma$ 0i>e 5:7

5f7 0ave

$%$%*%* 4e)ine Fle6 'tructure

5a7 60etup 'le$fieldCey0egments

5b7 '11" Ceep the cursor in +Application," Type O%I%, (trl / '11

Thampy Mathew Page :


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Oracle Inventory

Beginners Guide0ee that Oracle !nventory appeared in the field +Applications,

5c7 Move (ursor to the field +'le$field Title,

5d7 Press the down arrow key repeatedly till the valueItem Cateories

appears in the field.5e7 nter a name for your 0tructure 50ay +My 0tructure,7

5f7 Optionally enter a description

5g7 (lick on the push button +0egments,5h7 nter 6um 517

5i7 nter a name for your first segment 5lect&Mech7

5j7 nter a window prompt for your first segment5lectronic&Mechanical7

5k7 !n the field (olumn choose the value !E"ME#T1

5l7 !n the alue set field choose the name of the alue 0et defined for

the first segment. That is 0 1

5m7Move cursor to the ne$t line5n7 nter 6um 57

5o7 nter a name for your second segment 5%uy&Make75p7 nter a window prompt for your first segment 5%uy&Make7

5B7 !n the field (olumn choose the value !E"ME#T2

5r7 !n the alue set field choose the name of the alue 0et defined forthe second segment. That is 0

5s7 0ave

$%$%*%+ #ompile the Fle6 'tructure5(ontinuation7

5t7 (ome back to the first window by closing the current window5u7 (heck the check bo$$reee $lex&iel' (e&inition

5v7 (lick on the push button +(ompile,

5w7(lick on OC

5$7 )elpiew My


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Oracle Inventory

Beginners Guide5g7 (lose

5h7 60etup'le$fieldsCey alues

5i7 (hoose the radio button alue 0et

5j7 nter the name of the first alue 0et 50 7

5k7 (lick on the push button +'ind,5l7 nter valuesBuy, Make and Others

5m7 0ave

$%$%*%- 4e)ine #ategory #odes 9#ategory :ames;

)ere" you are defining the necessary combinations. !n our e$ample" we

have seen that nine combinations are possible. %ut it is absolutely not

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

(ategory 6ames.

5a7 60etup!tem(ategories(ategory (odes5b7 Ceep the cursor in line one and choose the 0tructure 6ame 5My

0tructure7

5c7 Tab. As soon as the cursor enters the field (ategory" the fle$fieldspop up with two te$t bo$es named +Mechanical&lectronic, and

+%uy&Make,. (hoose the value Electronicin the first field and a

value ofBuyin the second field.5d7 (lick on OC

5e7 Optionally enter a description for the combination just created

5f7 Move (ursor to he ne$t line and repeat steps 5b7 to 5d7 till all thereBuired combinations are made.

5g7 0ave

$%$%*%. 4e)ine #ategory 'ets

5a7 60etup !tem(ategories(ategory 0ets5b7 nter a name for the (ategory 0et 5My !nventory (07

5c7 Optionally enter a description

5d7 (hoose the 'le$ 0tructure 5My 0tructure7

5e7 (hoose a value for the +(ontrolled At, field 5Organi>ationor Master7. !fMasteris selected as value for this field" the

!tems assigned to this (ategory 0et can not have different

category names in different organi>ations and if it iscontrolled at Organi>ation level the !tems assigned to this

(ategory set can have different (ategory 6ames in

different organi>ations.5'urther e$planation for this shall be given in step 1.7

5f7 (hoose the combination Others.Othersas *efault (ategory

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Beginners Guide5$planation shall be provided in step 1.

5g7 (heck the check bo$En&orce )ali' Cateories5h7 !n the lines below create only those combinations that you

want a user to use them as category names.

5i7 0ave

You will be able to create combinations that are already

defined in step 1.1.2.5. But here you are permitted to

e!clude certain combinations that are already created in

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

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

those combinations that are made below.

(hen creating combinations see that you are not

creating the same combination that is already mentioned

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

$%$%*%/ Assign Items to #ategory #odes5(ontinuation7

5j7 (lick on the push button +Assign,5k7 (hoose the first item and Tab to the field (ategory

5l7 (hoose a (ategory (ode

5m7Move cursor to ne$t line and repeat steps 5j7 to 5l75n7 ation to 1ision Operations

5a7 )elpiew My


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Oracle Inventory

Beginners Guide5i7 #hen the report processing is completed" click on the push button

+iew Output,. Dou will see that the report lists all items that wereassigned to the category selected in step 5d7 above.

$%* Assign 4e)ault #ategory 'ets

Oracle Applications identifies eight functional areas in any organi>ation as

follows.

!nventory

PurchasingPlanning

0ervice

(osting

ngineering

Order ntry!nternal Orders

Out of the 14: attributes of an item" eight are called Cey Attributes or

0tatus Attribute. ach Cey Attribute stands for one of the functional areas

given above. !t is mandatory that every functional area must have a(ategory 0et and each item must be assigned to the respective (ategory

0et as soon as you enable the corresponding Cey Attribute. To achieve

this we assign a *efault (ategory 0et to each functional area listed above.

Functional Area


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Oracle Inventory

Beginners Guidehave seen that enabling the Cey Attribute is the point of time when an

!tem is assigned to its respective functional area by the system. Because o)

this very reason= i) a particular ation 5evel%

"e have also seen that in a #ategory 'et there will 8e many #ategory

:ames% :ow= the (uestion is= out o) the many #ategory :ames

availa8le in a #ategory 'et assigned to a particular )unctional area=

the system should assign the item to which #ategory :ame% The

system will always assign all the items only to that particular

#ategory :ame which you have de)ined as the 4e)ault #ategory in the

#ategory 'et de)ining window% 1e)er step $%$%*%. 9);% A)ter de)iningthe items= you have to reassign the actual category as )ollows%

From the Item de)ining window=

'pecial #ategories

In the window that appears= you can change the category name%

$%+ 4e)ine "or3day #alendar

1.2.1 60etupOrgani>ation(alendars

1.2. nter a name for the (alendar

1.2.2 Optionally enter a description1.2.3 0elect a Fuarterly Type1.2.4 (hoose the (alendar *ate


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Oracle Inventory

Beginners GuideAssuming that your calendar stats on Monday" if you want

#ednesday Off for your first shift enter the pattern as follows.0eB On Off

1 1

3 =

Always ensure that the total o) the On?O)) must 8e e(ual to /

1.2.18 0ave and close the window

1.2.19 Ceep the cursor in shift number and define the workday pattern

as mentioned above.

1.2.1: Ceep the cursor in 0hift 1 and click on the push button +Times,

0uppose the first shift timing is from morning 9.== to evening 2.2=

with a break of G an hour from 11.== to11.2=" enter the values as

follows.

'tart 'top

9E==E== 11E==E==

11E2=E== 14E2=E==

1.2.1? 0ave and (lose the window.

1.2.= Move cursor to the ne$t shift and define the second shift timings as

above.

1.2.1 (lick on the push button +*ates,

1.2. #hichever dates you want to make as holidays" just click on thosedates.

#reating Holidays @sing #alendar !6ception Templates

This is an alternate way o) mar3ing the holidays% I) you adapt this

method= then you need not to do step $%+%**%

#reating a #alendar !6ception Template

5a7 60etupOrgani>ationcalendar $ception Templates

5b7 nter a name for the template5c7 Optionally enter a description

5d7 !n the field named *ates" enter all dates which are the holidays5e7 0ave



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Applying the !6ception Template to our #alendar

1.2.2 After step 1.2.1 skip step 1.2. and click on the push button

+$ception -ist,1.2.3 (lick on the push button +-oadH,

1.2.4 (hoose the Template that you have created

1.2.8 (lick on OC1.2.9 0ave

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

your (alendar.

Building the #alendar

1.2.: 0pecial%uild

1.2.? )elpiew My


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Oracle Inventory

Beginners Guide!f an outside location is shared by more than one organi>ation" don,t attach

an !nventory Organi>ation in the location definition. !f the location is usedby single organi>ation" it is always suggested to attach the corresponding

organi>ation name in the location definition.

:ote

I) you choose a particular location as the 'hipTo location in one o)

your purchase orders and i) no Inventory Organi>ation is attached to

that location= then you have to pen the 'hipment window o) the PO

and select the organi>ation there% On the contrary= i) the 'hipTo

location selected in your PO is having an Inventory Organi>ation

attached to it= the corresponding organi>ation will automatically

de)ault in the 'hipment window o) your PO%

$%/ 4e)ine Organi>ations

1.9.1 60etupOrgani>ationsOrgani>ations1.9. nter the name of your organi>ation

1.9.2 (hoose a Type

1.9.3 nter the stablishment date of your organi>ation

1.9.4 (hoose the location of your organi>ation1.9.8 (hooseInternal as value for the field !nternal&$ternal

1.9.9 0ave

1.9.: %ring the cursor to the Organi>ation (lassification block1.9.? (hoose the classificationInentory Oraniation

1.9.1= (heck the check bo$ +nabled,

1.9.11 0ave

!ntering Accounting In)ormation o) the Organi>ation

1.9.1 lick on the push button +Others,

1.9.12 (hoose-ccountin In&ormation

1.9.13 Press the tab key 5'le$field pop up7

1.9.14 (hoose )ision O+erationsas the ;ation

1.9.1 (lick on the push button +Others, again1.9. (hooseInentory In&ormation



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Oracle Inventory

Beginners Guide1.9.2 nter an organi>ation (ode 5(an use a ma$imum of 2

alphanumeric characters71.9.3 (hoose )ision O+erationsas the !tem Master Organi>ation

Though you can choose any !nventory Organi>ation as the !tem

Master organi>ation" so long as you practice in (oncourse" alwayschoose )ision O+erationsas the !tem Master Organi>ation.

I) the Item Master Organi>ation is any thing other than Vision

+perations= when you try to assign items to organi>ations= you

will )ind that your organi>ation is not listed%

1.9.4 (hoose the (alendar that you have already defined

1.9.8 (heck or uncheck the check bo$-llo #eatie Balances

!f the check bo$ is checked" during inventory transactions" if the

Bty of any item is driven negative" the system will not object. !f the

check bo$ is unchecked" you will not be able to do any transactionby which the Bty of any item will be driven negative.

1.9.9 (hose the locator control

1.9.: (hange region to C#osting In)ormation1.9.? (hoose a (osting Method

!f %OM and #!P are installed always !tan'ar' as the (osting

Method" because Average (osting is not possible were %OM and

#!P are installed.1.9.2= (heck or uncheck the check bo$ +Transfer *etails to ;-

!f this check bo$ is unchecked" only summary of the !nventory

Transactions will be transferred to ;-" and not the completedetails. (hecking this check bo$ can lead to system slow downwhen the transactions are transferred to ;-.

1.9.21 (heck or uncheck the check bo$ +


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Oracle Inventory

Beginners Guide1.9.3= hoose the 0erial 6umber ;eneration -evel /-t item leel, -t

oraniation leel1.9.31 nter a 0erial 6umber Prefi$ 5any alphanumeric character7

1.9.3 nter a 0tarting 0erial 6umber

1.9.32 (hange region to CATP Pic3= Item 'ourcing1.9.33 (hoose an ATP ation from where you source the items.1.9.4= !f the organi>ation name is entered" choose the name of the

0ubinventory from where you source the material.

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

ven if you enterInentory as the 0ource Type" you can purchase

items from 0uppliers7

1.9.41 (hange region to CInterorg In)ormation

1.9.4 (hoose a !nterorgani>ation Transfer (harge type1.9.42 (hoose all the Accounts

1.9.43 (hange region to COther Accounts1.9.44 (hoose all the Accounts1.9.48 0ave and (lose

!ntering 1eceiving Options )or the Organi>ation

I) you )ail to de)ine the 1eceiving Options )or the Organi>ation= you

will not 8e allowed to ma3e any purchase order receipts in that

organi>ation%

1.9.49 (lick on the push button +Others, again1.9.4: (hoose*eceiin In&ormation

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

values.

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Oracle Inventory

Beginners GuideThe critical in)ormation that the system see3s )rom this

window is the 1eceiving Account% "ithout providing an

account you will not 8e allowed to save% This account is used to

create automatic Dournal entries when PO receipts are made%

$%0 4e)ine 'hipping :etwor3s

!f you want to transfer materials between organi>ations" you have to define

the 0hipping 6etwork

"e assume that we want to trans)er )rom M$ to M* and M* to M$

1.:.1 60etupOrgani>ations0hipping 6etwork1.:. (hoose your current organi>ation in the field Organi>ation

1.:.2 (hoose a 0cope /To Oraniation, $rom Oraniation or$rom orTo Oraniation

1.:.3 Move cursor to the lines

1.:.4 (hoose M1 in the 'rom field

1.:.8 (hoose M in the To field

1.:.9 (hoose the Transfer Type /(irect orIntransit!f you have chosen(irect as the Transfer Type" then the remaining

two fields will be disabled.

1.:.: !f you have selectedIntransitas the Transfer Type" then choose an'O%

*ecei+t E The shipping organi>ation owns the goods untilthe receiving organi>ation receives it.

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

the shipping organi>ation ships it.

1.:.? !f the Transfer Type is selected asIntransit, then choose a


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Oracle Inventory

Beginners Guide

$%2 4e)ine @nit O) Measures

The @OM definition involves two steps as follows

*efine @OM (lasses *efine @OM

4e)ine @OM #lasses

1.?.1 60etup@nit Of Measure(lasses

1.?. (reate a blank row by pressing (trl / *own Arrow keys

1.?.2 nter a name for the @OM (lass

1.?.3 Optionally enter a description1.?.4 nter the name of the @OM that you want to use as the base unit of

measure.

,here is no hard and fast rule to decide the Base -+ for a

-+ &lass. ,he "ery fre/uently used -+ can be ta#en as the

base -+ for that class. (hen -+ &on"ersions are defined

the con"ersions will be defined as one particular -+ of the

same class is e/ual to how many base -+'s.

0or e!ample if is defined as the base -+ of a -+ &lass

named $weight' then the con"ersions will be defined as3

1 4uintal 166 's1 ,on 1666 's

1 m 6.661

1.?.8 nter a (ode for the defined @OM

1.?.9 0ave

4e)ine @nit O) Measures5(ontinuation7

1.?.: (lick on the push button +@nit of Measure,1.?.? !n this window" you will find that the %ase @OM is there already.

%ut" you can define additional @OM,s for this (lass as follows

1.?.1= nter a name for the ne$t @OM of the same (lass where yourcursor was when you clicked on the push button +@nit Of

Measure,.

1.?.11 nter a code for the above @OM1.?.1 Optionally enter a description

1.?.12 0ave

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$%$& 4e)ine Item Attri8ute #ontrol 5evels

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

attributes can be controlled at two levels 517 Master and 57 Organi>ation.

Master 5evel Item Attri8ute #ontrol!f a particular attribute is controlled at Master -evel" you will be able toupdate it only at the Master -evel. 5That is" you have to enter into the item

definition window by the navigation 6!temsMaster !tems.7 #hen

ever you update an attribute that is controlled at the Master -evel" themade change will reflect in all organi>ations to which the item is assigned.

Organi>ation 5evel Item Attri8ute #ontrol!f a particular attribute is controlled at organi>ation level" you will be able

to update it only at the Organi>ation -evel. 5That is" you have to enter into

the item definition window by the navigation 6 !temsOrgani>ation

!tems.7 #hen ever you update an attribute that is controlled at the

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

suppose the attribute Inentory Itemis controlled at Organi>ation -evel.#hen you defined an item you set the above attribute to +6o, and assigned

to two organi>ations M1 and M. After that you updated the item

definition by setting +Des, to Inentory Item from the !tem MasterOrgani>ation 517. !f you check the organi>ation attribute in M1 or M for

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

disabled. !n this case" if you want to enableInentory Itemin M1" first you

change the working organi>ation to M1 and then navigate 6 !temsOrgani>ation !tems and enable the attributeInentory Item. !f you want to

enable this attribute in M also" then change your working organi>ation to

M and then navigate 6 !temsOrgani>ation !tems and enable the

attributeInentory Item

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

the same "alue always in all the organi8ations but an attribute

controlled at organi8ation le"el can ha"e different "aluesindifferent

organi8ations

Out of the 14: attributes the below given attributes can be controlled

only at the master level 1: can be controlled only at the organi>ation level.



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Attri8utes That #an Be #ontrolled Only At The Master 5evel

1. %ase Model

. %OM !tem Type

Attri8utes That #an Be #ontrolled Only At The Organi>ation

5evel

1. ngineering !tem

. Preprocessing -ead Time2. Processing -ead time

3. Post processing -ead Time

4. (umulative Manufacturing -ead Time8. (umulative Total -ead Time

9. 'i$ed -ead Time:. ariable -ead Time

?. (ost of ;oods 0old Account

1=. ncumbrance Account

11. $pense Account1. 0ales Account

12. Planner13. Planning $ception 0et

14. 0ource Organi>ation18. 0ource 0ubinventory

19. #!P 0upply -ocator

1:. #!P 0upply 0ubinventory

1.1=.1 60etup!temsAttributes

This window is divided into two blocks. !n the upper block" 14=attributes are listed and in the lower block" the : 0tatus Attributes

or Cey Attributes are listed.!nthe upper block" against each

attribute you can choose a value for the +(ontrolled At, field.

/Master or Oraniation

!n the lower block also you can choose a value of Master or

Oraniation for the +(ontrolled At, field. Apart from the controllevel setting" in the case of 0tatus Attributes" you have to choose a

value for the field +0tatus 0etting,

Thampy Mathew Page


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Oracle Inventory

Beginners Guide

'tatus 'etting o) the ation.



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Oracle Inventory

Beginners Guide

$%$* 4e)ine @ser Item Types

@ser !tem Types are nothing but a label for the item. !n a given time when

a user wants to find out the general functionality of an item" it is difficultto go through all the regions of the item definition window. To save a user

from the difficulty mentioned above" we use a label or name or !tem Type

to roughly understand the way in which the attributes are set in general.%y seeing the name" say" +Purchased !tem, we get an idea about the

possible attribute setting of that item. 0imilarly" by seeing the name" say"

+'inished ;ood, we get an idea about the possible attribute setting of thatitem. This name or better to say this @ser !tem Type is assigned in the first

window of !tem definition.

1.1.1 60etup!tems!tem Types

1.1. (lick on the -ines1.1.2 !f no blank row is available" create one by pressing the keys (trl

and *own Arrow together.

1.1.3 nter a (ode for the !tem Type

1.1.4 nter a Meaning for the (ode

The or'/s you enter as eaning ill 6e the or'/s that isoin to 6e 'is+laye' in the 7O) o& the &iel' name' 8ser Item

Ty+e9 in the Item 'e&inition in'o.

1.1.8 Optionally enter a description1.1.9 Optionally enter an +ffective 'rom, date.

1.1.: (heck the check bo$ +nabled,

1.1.? 0ave

$%$+ 4e)ine @ser Item Type Templates

1.12.1 60etup!temsTemplates1.12. nter a name for the Template

1.12.2 Optionally enter a description

1.12.3 (hoose an organi>ation code only if you want to restrict the use of

this template only n a particular organi8ation otherwise lea"e

this field blan#

1.12.4 (hoose values for all those attributes that are common for a set of

items.1.12.8 0ave

$%$, 4e)ine Asset Items and Assign to Organi>ations

&aution3

7n no case the Primary -nit +f easure assigned to an item &9: :+,

be changed after sa"ing.



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Beginners Guide

1.13.1 !temsMaster !tems

1.13. nter a name 5code7 for the item

1.13.2 nter a description for the item 5mandatory field7

'etting the Attri8utes 8y #opying )rom a @ser Item Type Template

1.13.3 0pecial(opy 'romH

1.13.4 (hoose the reBuired Template name 5-eave the item field blank71.13.8 (lick on the push button +*one,

1.13.9 0ave

Assigning the Items to 4i))erent Organi>ations

9This must 8e done in continuation to the step $$%$,%/;

11.13.: 0pecial Organi>ation Assignment 5This option in the0pecial menu will be available only if the item definition is saved7

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

under the current item master organi>ation will be there in this

window with a check bo$ to the right of each organi>ation name.

(heck the above said check bo$ against all those organi>ation

names to which you want to assign the current item.11.13.1= 0ave

:oteIn your organi>ation de)inition= i) any organi>ation other than 7$

7ision Operations= then you will not )ind your organi>ation in the

a8ove window%

$%$- 4e)ine !6pense Items and Assign to Organi>ations

1.14.1 The complete procedure is e$actly the same as in the case ofdefining an asset item. All that you have to do is" after step

11.13.8" that is" after applying the template" change the region to

+(osting, and set the following attributes.

(osting nabled 6o

Asset !tem 6o

After ensuring the above attribute setting" you can proceed with the

steps from 11.13.9



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Beginners Guide

$%$. 4e)ine @OM #onversions

Dou can define two types of @OM (onversions.

'tandard #onversions

Item 'peci)ic #onversions

The Item 'peci)ic #onversions can conversions can again be made in

two ways.

o Inter #lass #onversions

o Intra #lass #onversions

'tandard #onversions0tandard (onversions are defined between standard @OM,s like

Cilogram" ;ram" Meter" (entimeter" ach" *o>en etc. As the definedconversion factors are universally accepted figures" it can be made

applicable to any item.

'tandard #onversions can 8e de)ined even 8e)ore de)ining the item

Assumptions

@nit o) Measure #lass "eight

@OMs de)ined )or the a8ove class Gm=


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Beginners Guide

Item 'peci)ic #onversions

Item 'peci)ic #onversions can 8e de)ined only a)ter de)ining items%

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

when transacting it. !f a different @OM is used" naturally there must be a

relationship established between the involved @OM,s. #e have already seen thatwhen standard conversions are defined between different @OM,s of the same

class" it is not item specific. !t need not be item specific because the conversions

are done between @OM,s of the same class and moreover" the used conversionfactors are world wide accepted standards.

6ow" let us look into a practical situation where you use a @OM of Box for a

particular item. )ere the Buestion is 1 Box : ;o Many. ven though both the

@OM,s involved in this conversion belong to the same class" the answer to thisBuestion can be given only if the item is specified. #e can say that if the item

A=1 is packed into the bo$" 1 Box : e a situation when you want to define a conversion between

@OM,s of two different classes. Assume that we want to define conversion

between C; and (ubic Meter. !n this case also" we will be able to derive aconversion factor only if the item is known. 0o" a conversion between @OM,s of

different classes" is also will be !tem 0pecific.

A conversion defined for an item between two @OM,s of the same class is knownas Intra #lass #onversion%

A conversion defined for an item between two @OM,s of different classes isknown as Inter #lass #onversion%

Intra #lass #onversions

1.18.9 60etup@nit Of Measures(onversions

1.18.: (hange region to Intraclass

1.18.? (hoose an item1.18.1= (hoose a @OM other than the %ase @OM in the field named +@nit,

1.18.11 (hoose a conversion factor in the field named +(onversion,1.18.1 0ave

1.18.12 Move cursor to the ne$t line and repeat steps 1.18.? to 1.18.1



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Inter #lass #onversions

The conversions o) this type are always de)ined with the primary @OM o) the

item%

1.18.9 60etup@nit Of Measures(onversions1.18.: (hange region to Interclass1.18.? (hoose an item

As soon as you choose the item" in the 'ource 8loc3 the +%ase @nit, ofthe class to which the item,s primary @OM belongs will default.

1.18.1= (hoose a base @OM of a different class other than the (lass to which theprimary @OM of the selected item belongs" in the field named +%ase

@nit, of the 4estination 8loc31.18.11 (hoose a conversion factor in the field named +(onversion,1.18.1 0ave

1.18.12 Move cursor to the ne$t line and repeat steps 1.18.? to 1.18.1

$%$/ 4e)ine Item 1evisions

#hen an item is placed under


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Oracle Inventory

Beginners Guide1.1:.: !ndicate whether the relationship is one way or reciprocal by

checking or unchecking the check bo$ +e 8 $ 3 8 $ 28 8 $ 3:

e 19I 13I 1IPi$els 2== $ 3== 8== $ 3== :== $ 3==

4e)ine #atalog Group and assign 4escriptive !lements

1.1?.1 6setup!tems(atalog ;roup

1.1?. nter a name for the (atalog ;roup

1.1?.2 Optionally enter a description1.1?.3 (lick on the push button +*etails,1.1?.4 (hange region to +*escriptive lements,

1.1?.8 nter a 0eB number

1.1?.9 nter the first name of the *escriptive lements of this catalog;roup

1.1?.: (heck or uncheck the check bo$ +


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Oracle Inventory

Beginners Guide1.1?.1 '11" enter a partial item name" (trl / '11

1.1?.12 0pecial(atalog

1.1?.13 (hoose the (atalog ;roup 6ame

1.1?.14 (heck the check bo$ +(atalog (omplete,

1.1?.18 (lick on the +-ines,1.1?.19 All the descriptive elements that you have entered for the

(atalog ;roup defaults.

1.1?.1: nter values of the item Bueried in step 1.=.1= for each*escriptive lement. !f a particular descriptive element is not

applicable for a particular item" then you can leave that field blank.

1.1?.1? Fuery the ne$t item and repeat steps 1.=.11 to 1.=.18 tillall the reBuired items are assigned to the (atalog ;roup

'earching )or Item in the #atalog 8y 'peci)ying a

4escriptive !lement 7alue

1.1?.= 6!tems!tems 0earch

1.1?.1 (hoose the reBuired organi>ation1.1?. (hange the region toItem Catalo

1.1?.2 (hoose the catalog ;roup 6ame

All the descriptive elements defined for the catalog group will

default

1.1?.3 nter a value against one of the descriptive elements. 0ay"

we entered a value of 3== against the descriptive element

+ation specific. 0o" you have to definesubinventories separately for each organi>ation. %etween organi>ations"

the subinventory names can be repeated.

1.=.1 60etup0ubinventories

1.=. (lick on the push button +6ew,

1.=.2 nter a name for the 0ubinventory1.=.3 Optionally enter description

1.=.4 (heck the check bo$ +Fty Tracked,

1.=.8 (heck the check bo$ +Asset 0ubinventory,1.=.9 (heck or uncheck the remaining check bo$es /Inclu'e in -T5,

-llo *eseration, #etta6leas per your reBuirement.



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Oracle Inventory

Beginners Guide1.=.: (hoose a +-ocator (ontrol, option /#one, 5res+eci&ie', (ynamic

Entry orItem 7eel1.=.? Optionally enter a +Picking Order,

1.=.1= Optionally enter the following 5ead Times.

5re+rocessin,

5rocessin

5ost 5rocessin

1.=.11 Optionally enter the following item 'ourcingdetails

Ty+e > /!u++lier orInentoryOraniation > /I& 8Ty+e9 is selecte' as 8Inentory9, then

o+tionally choose an oraniation

!u6inentory > /I& 8Ty+e9 is selecte' as 8Inentory9, then

o+tionally choose a !u6inentory

1.=.1 (hange region to +Accounts,1.=.12 (hoose all the accounts

1.=.13 0ave

Assign Items5(ontinuation7

1.=.14 (lick on the push button +!tem&0ubinventory,

1.=.18 (hoose the !tem

1.=.19 Move cursor to the ne$t line and choose the ne$t item1.=.1:


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Assign Items5(ontinuation7

1.1.? (lick on the push button +!tem&0ubinventory,1.1.1= (hoose the !tem

1.1.11 Move cursor to the ne$t line and choose the ne$t item

1.1.1


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Oracle Inventory

Beginners Guide1.3.9 (hoose a (ontainer Type from the -O

1.3.: Optionally choose the remaining Physical Attributes1.3.? 0ave

$%*- 4e)ine Freight #arriers

6ormally people consider 'reight carrier as a ehicle. As far as Oracle

Applications is concerned this is not true. !n Oracle Appps" the term'reight (arrier means" a transporting company. ehicle you have to define

as an !tem as mentioned in 1.2.

1.4.1 60etup'reight (arriers

1.4. nter a (arrier6ame

1.4.2 Optionally enter a description1.4.3 (hoose a +*istribution Account,

1.4.4 0ave

$%*. 4e)ine Transaction 'ource Types

1.8.1 60etupTransactionsTypes

1.8. (hange region to +@serdefined,1.8.2 (hoose a 0ource Type

1.8.3 (hoose an action

1.8.4 0ave

:ote

1e)er page $2& o) the #ourse Material to )ind the list o) 'ource Types

and actions that you can choose in steps $%*/%+ and $%*/%,

$%*/ 4e)ine Transaction 1easons

1.9.1 60etupTransactions


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$%*2 4e)ine 'hipping Methods

1.?.1 60etupOrgani>ation0hipping Methods

1.?. nter a (ode for the new shipping method1.?.2 nter a meaning for the above (ode. This meaning that you enter

here will be the value that you are going to get in the -Owherever a 0hipping Method is to be selected.

1.?.3 Optionally enter a description

1.?.4 nter an effective 'rom date

1.?.8 (heck the check bo$ +nabled,1.?.9 0ave

$%+& 4e)ine Transit Times )or 'hipping Methods

1.2=.1 60etup1.2=. (hoose the 'rom Organi>ation and -ocation

1.2=.2 (hoose the To Organi>ation and -ocation1.2=.3 (hoose the 0hipping Method

1.2=.4 nter the num8er o) daysthat the specified shipping method will

take to transfer material between the organi>ations mentioned insteps 1.21. and 1.21.2.

1.2=.8 Move cursor to the ne$t line and repeat steps 1.21.3 and 1.21.4 till

then !ntransit Times for all the possible 0hipping Methods aredefined.

1.2=.9 (heck the check bo$ +*efault Method, only for that 0hipping

Method which you freBuently used.1.2=.: 0ave

$%+$ 4e)ine Organi>ation Access

1.21.1 60etupOrgani>ationsOrgani>ation Access

1.21. (hoose an Organi>ation1.21.2 (hoose a application /Oracle 5urchasin, Oracle ;uman

*esources etcin the field named +Application,

1.21.3 (hoose a 1esponsi8ilityname in the field named +6ame,

1.21.4 Move cursor to the ne$t line and repeat steps 1.2. to 1.2.31.21.8 0ave

:ote

The organi>ation names can 8e repeated

The com8ination o) $9pplication' and $Responsibility' cannot 8e

repeated% That is= the value derived 8y com8ining the values o)

$9pplication' and $Responsibility' must 8e uni(ue% ou can ma3e

com8inations as )ollows%



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Oracle Inventory

Beginners Guide

Application :ame

Oracle Purchasing PO 'uper @ser

Oracle Purchasing 5ocal @ser

$%+* 5aunching Transaction Managers

!f the (ost Manager is inactive for an organi>ation" in #!P" the


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Oracle Inventory

Beginners Guide2.1.8 nter the Fty

2.1.9 (hoose the Account2.1.: Optionally choose a


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Oracle Inventory

Beginners Guide2.2.4 (hoose the 0ubinventory 5'rom 0ubinventory7

2.2.8 (hoose the +To 0ubinv,2.2.9 nter the Fty to be transferred

2.2.: Optionally choose a ations "ithout I'O

ou will 8e a8le to trans)er items 8etween organi>ations only i)

'hipping :etwor3 is de)ined )or the organi>ations involved% 1e)erstep $%0 a8ove%

I) the chec3 8o6 $7nternal +rders Re/uired' is chec3ed in the 'hipping

:etwor3= you will 8e a8le to trans)er items only through an Internal

'ales Order% How an Internal 'ales Order is created shall 8e

descri8ed in the Order !ntry :otes%

"hen you trans)er items 8etween organi>ations without using an

Internal 'ales Order= there are three ways depending upon the

Trans)er Type );irect or7ntransit*and 1eceipt 1outing )Standard or7nspection Re/uired*you de)ined in the 'hipping :etwor3%

I) the de)ined Trans)er Type )or a particular 'hipping :etwor3 is

;irect= the (ty in the corresponding su8inventory o) the 4estination

organi>ation will 8e incremented as soon as you trans)er (ty )rom the

'ource organi>ation% ou need not to receive the material in the

4estination organi>ation%

I) the de)ined Trans)er Type is 7ntransitand the 1eceipt 1outing is

Standard)or a particular 'hipping :etwor3= then you have to )irst

1eceive the trans)erred item in the destination organi>ation and laterin a separate transaction= the received items should 8e delivered to the

re(uired 'u8inventory%

I) the de)ined Trans)er Type is 7ntransitand the 1eceipt 1outing is

7nspection Re/uired)or a particular 'hipping :etwor3= then you have

to )irst 1eceive the trans)erred item in the destination organi>ation%

Then in a separate transaction you have to inspectthe received items



38/84

Oracle Inventory

Beginners Guideand later in a third transaction= the accepted items should 8e

delivered to the re(uired 'u8inventory%

Thampy Mathew Page 2:


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Oracle Inventory

Beginners Guide

4irect Interorgani>ation Trans)er

2.3.1 6Transactions!nterorg Transfers

2.3. (hoose the To Org2.3.2 (trl / -. The Type will default as per the definition in the

0hipping 6etwork2.3.3 nter a value in the field named +6umber, in the +0hipment, block

5This is a mandatory field7

2.3.4 Optionally enter the $reiht Carrier, ay6ill?-ir6ill, Containers

andEx+ecte' *ecei+t (ate2.3.8 (lick on the push button +Transaction -ines,

2.3.9 (hoose the item

2.3.: (hoose the 5source7 0ubinventory2.3.? (hoose the 5destination7 +To 0ubinventory,

2.3.1= nter Fty2.3.11 Optionally enter a ationdefinition for the field +!nterorg Transfer (harge," then the actual

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

follows.

2.3.1 Move cursor to the field named CAdded 7alue

2.3.12 nter a value in this field2.3.13 0ave

!f Re/uested Percentis selected as the option in the organi>ation

definition for the field +!nterorg Transfer (harge," then the actualpercent can be entered while doing the interorgani>ation transfer

as follows. This percentage that you enter here is thepercentage o) the Transaction 7alue%

2.3.13 0kip steps 2.3.1 to 2.3.13

2.3.14 Move cursor to the field named +Transfer (harge,

2.3.18 nter the percentage of transaction value that you wish to includeas transfer charge.

2.3.19 0ave

!ntering Freight #harges

2.3.1: Move cursor to the field named +Transportation (ost,

2.3.1? nter the freight charge in this field

Thampy Mathew Page 2?


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Oracle Inventory

Beginners Guide2.3.= 0ave

+%,%$- #hange organi>ation to the 4estination Organi>ation

#hec3 Onhand Euantities2.3.18 Onhand AvailabilityOnhand Fuantities

2.3.19 nter the transferred item

2.3.1: (lick on the push button +'ind,

ou must see that the trans)erred (ty is incremented in the




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Oracle Inventory

Beginners Guide

Intransit?'tandard Interorgani>ation Trans)er











follows.


2.3.12 nter a valueinthis field2.3.13 0ave




2.3.14 0kip steps 2.3.1 to 2.3.13



2.3.1: 0ave


2.3.1? Move cursor to the field named +Transportation (ost,

2.3.= nter the freight charge in this field



42/84

Oracle Inventory

Beginners Guide2.3.1 0ave

+%,%** #hange organi>ation to the 4estination Organi>ation

#hec3 Onhand Euantities2.3.2 6Onhand AvailabilityOnhand Fuantities


2.3.4 (lick on the push button +'ind,

ou will see that the trans)erred (ty is :OT incremented in the


1eceiving the Item in the 4estination Organi>ation2.3.8 6Transactionsation%

4elivering the 1eceived Item to a 'uita8le su8inventory o)

the 4estination Organi>ation2.3.2? 6Transactions


43/84

Oracle Inventory

Beginners Guide2.3.32 (hoose a subinventory name to which you want to deliver the

received item as value for the field named +0ubinventory,2.3.33 0ave




This time you must see that the 4elivered Ety is incremented in the

destination organi>ation%



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Oracle Inventory

Beginners Guide

Intransit?Inspection 1e(uired Interorgani>ation Trans)er











follows.


2.3.12 nter a value in this field2.3.13 0ave




2.3.14 0kip steps 2.3.1 to 2.3.13



2.3.1? 0ave


2.3.= Move cursor to the field named +Transportation (ost,

2.3.1 nter the freight charge in this field



45/84

Oracle Inventory

Beginners Guide2.3. 0ave

+%,%*+ #hange organi>ation to the 4estination Organi>ation




ou will see that the trans)erred (ty is :OT incremented in the


1eceiving the Item in the 4estination Organi>ation2.3.9 6Transactionsation%

Inspecting the 1eceived Item

2.3.3= 6

Transactions


46/84

Oracle Inventory

Beginners Guide2.3.38 Move cursor to the ne$t line if the accepted Bty is less than the

received Bty2.3.39 nter an Action

2.3.3: (hoose a status*e@ect

2.3.3? nter the Bty rejected,he total of the accepted /ty and the re


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Oracle Inventory

Beginners Guide

+%- Trac3ing Materials in Intransit Inventory

Intransit InventoryIntransit Inventory is not a de)ined su8inventory% The material is inIntransit Inventory means that the material is on the road or 8etter to

say that the material is on the move%

Till the trans)erred (uantities are received in the 4estination

organi>ation= you will 8e a8le to see the Intransit Inventory only )rom

the 'ource Organi>ation

+%-%$ #hange Organi>ation to the Organi>ation )rom where the

trans)er is made%

2.4. 6TransactionsTransaction 0ummaries

2.4.2 nter an !tem2.4.3 (lick on the push button +0ummari>e,2.4.4 (hange region to +!ntransit,

Here you will 8e a8le to see the (uantities o) material lying in

the Intransit Inventory%



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Beginners Guide

,%& Inventory #ontrols

+!nventory (ontrol, means how individual item or a group of items can be trackedwhen transactions are performed on it. Oracle !nventory is capable of handling

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

They areE

3.1


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Oracle Inventory

Beginners GuideTesting

3.1.9 TransactionsMiscellaneous Transactions

3.1.: (hoose the Type asMiscellaneous *ecei+t

3.1.? (lick on the push button +Transaction -ines,3.1.1= (hoose the item selected in step 3.1.

,%$%$$ 4o not choose a value in the )ield named C1ev

3.1.1 (hoose the 0ubinventory

3.1.12 nter Fty

3.1.13 (hoose the Account

3.1.14 Optionally choose a ation definition 5!nventory Parameters region7"

ensure that you selected the option ;etermined at Subin"entory

=e"elfor the field named +-ocator (ontrol,

3.. !n the subinventory definition" ensure that you selected the value

7tem =e"elfor the field named +-ocator (ontrol,

3..2 6!temsOrgani>ation !tems

3..3 nter the item that you want o place under -ocator (ontrol

3..4 (lick on the push button +'ind,3..8 (hange region to +!nventory,

3..9 (hoose a valuePrespecifiedin the field named +-ocator (ontrol,

3..: 0ave



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Beginners Guide

4e)ining 5ocators )or a 'u8inventory

3..? 60etupOrgani>ation0ubinventories

3..1= '11" nter the 0ubinventory name" (trl / '113..11 (lick o the push button +Open,

3..1 (lick o the push button +-ocators,

3..12 %y keeping the cursor in the first item" define the locators for it inthe lower block named C5ocators )or this Item 'u8inventory

3..13 Move cursor to the ne$t item in the upper block and repeat the

above step.3..14 0ave

:ow= you cannot do transactions with the a8ove item without

choosing a valid locator%

Testing

3..18 TransactionsMiscellaneous Transactions

3..19 (hoose the Type asMiscellaneous *ecei+t3..1: (lick on the push button +Transaction -ines,

3..1? (hoose the item selected in step 3..3

3..= (hoose a value in the field named +


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Oracle Inventory

Beginners Guide3..2 (hange region to +!nventory,

3..22 (hoose a value ;ynamic %ntry in the field named +-ocator(ontrol,

3..23 0ave

3..24 *o the Testing as mentioned in step 3..18 to 3..8

,%+ 5ot #ontrol

-ot (ontrol is adopted to identify a group of items. !f you are a Te$tile

Manufacturer" the cotton that you receive may be placed under lot control.

ach truckload of cotton may be treated as one lot.

3.2.1 nsure the following values for -ot (ontrol fields 5ation definition.

@niBueness E Across !tems

;eneration E At !tem -evel

Prefi$ E nter an alphanumeric character as prefi$Total -ength E nter a value of 3 if you want to generate

threedigit lot number. 5The e$tra 1 is for the prefi$7

3.2. 6!temsOrgani>ation !tems

3.2.2 nter the item that you want to place under -ot (ontrol

3.2.3 (lick on the push button +'ind,3.2.4 (hange region to +!nventory,

3.2.8 (hoose a value of 0ull &ontrolfor the field named -ot (ontrol

3.2.9 nter a 0tarting -ot Prefi$ 5an alphanumeric character7

3.2.: nter a 0tarting -ot 6umber3.2.? 0ave

Testing

3.2.1= TransactionsMiscellaneous Transactions

3.2.11 (hoose the Type asMiscellaneous *ecei+t

3.2.1 (lick on the push button +Transaction -ines,3.2.12 (hoose the item selected in step 3.2.2

3.2.13 (hoose a value in the field named +


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Oracle Inventory

Beginners Guide3.2.= 0ave

ou will see that the system does not allow you to save the

transaction as you have not selected a valid lot num8er )or the

(ty received%

3.2.1 (lick on the push button +-ot&0erial,

3.2. (lick on the push button +;enerate,Aou ill &in a ne lot num6er a++ears in the &iel' name' 7ot

3.2.2 nter a partial Bty of the total received Bty" in the field named

+Fuantity,.3.2.3 Move cursor to the ne$t field

3.2.4 (lick on the push button +;enerate,

3.2.8 nter the remaining Bty in the +Fuantity, field

3.2.9 #hen finished click on the push button +*one,

:ote

It is de)initely not necessary to do steps ,%+%*, to ,%+%*.= i) you wish to

give the same lot num8er )or all the received (ty% In that case= you

have to enter all the received (ty in step ,%+%*+%

,%, 'erial #ontrol

0erial 6umber (ontrol is adopted when you want to track individual

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

3.3.1 nsure the following values for 0erial (ontrol fields 5ation definition.

@niBueness E ithin Inentory Items

;eneration E-t Item 7eel

Prefi$ E nter an alphanumeric character as prefi$0tarting 0erial 6umber E nter a number

3.3. 6!temsOrgani>ation !tems

3.3.2 nter the item that you want to place under 0erial (ontrol3.3.3 (lick on the push button +'ind,

3.3.4 (hange region to +!nventory,3.3.8 (hoose a value of Predefined for the field named 0erial

;eneration

3.3.9 nter a 0tarting 0erial Prefi$ 5an alphanumeric character7

3.3.: nter a 0tarting 0erial 6umber3.3.? 0ave



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Generating 'erial :um8ers

3.3.1= 6Onhand Availability;enerate 0erial 6umbers

3.3.11 (hose the following parameters for the report

!tem E (hose the item selected in 3.3.2

Fuantity E nter the total number of serial numbersyou want to generate this time.

3.3.1 (lick on OC

3.3.12 (lick on the push button +0ubmit,

3.3.13 )elpiew My


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Oracle Inventory

Beginners Guide'uppose you are receiving $&& items= you must ensure that $&&

or more serial num8ers are generated 8e)ore trying to receive

the item%

3.3.23 0ave



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-%& Inventory Planning

-%* MinMa6 Planning

MinMa$ planning is generally adopted for items" which are regularly

purchased. 0ay" for e$ample" let us consider the purchase of bearings" v

belts etc. The consumption of these types of items will be more or lesssame every month. 0o" you can fi$ a minimum and ma$imum stock level

for these items considering the consumption level.

Once an item is placed under MinMa$ Planning" you can make

arrangement to create purchase reBuisitions automatically when the item,s

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

Dou can do the MinMa$ planning for %uy items as well as Make items. !f

a %uy item is placed under MinMa$ Planning" you can do the planning to

generate purchase reBuisitions at two levels" vi> Organi>ation -evel and0ubinventory -evel.

!f a Make item is placed under MinMa$ Planning" the system creates #!P*iscrete Kobs instead of purchase reBuisitions. MinMa$ Planning for a

make item can be done only at Organi>ation 5evel

-%*%$ Organi>ation 5evel MinMa6 Planning )or Buy Items

4..1.1 6!temsOrgani>ation !tems

4..1. nter the item that you want to place under organi>ation

-evel MinMa$ Planning4..1.2 (lick on the push button +'ind,

4..1.3 (hange region to +;eneral Planning,

4..1.4 (hooseBuyas value for the field named +Make or %uy,4..1.8 (hoose !u++lier as value for the field named +0ource

Type,

4..1.9 (hoose the in>a! Planning as value for the field

named +!nventory Planning Method,4..1.: nter a Minimum Fty

4..1.? nter a Ma$imum Fty

4..1.1= nter the Minimum Order Fty4..1.11 nter the Ma$imum Order Fty

4.1.1.1= optionally enter the 'i$ed -ot Multiplier

4.1.1.11 0ave



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#reate Purchase 1e(uisition Automatically

!nsure that the onhand (ty o) the item is well 8elow the Min

Ma6 minimum (ty%

4.1.1.1 )elpiew My


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4.1.1.2 0witch ations0ubinventories

4... '11" nter the subinventory name" (trl / '11

4...2 (lick on the push button +!tem&0ubinventory,4...3 (lick on that particular line whose item you want to place

under MinMa$ Planning

4...4 (heck the check bo$ +MinMa$ Planning,

4...8 nter a Minimum Fty4...9 nter a Ma$imum Fty

4...: nter the Minimum Order Fty

4...? nter the Ma$imum Order Fty4.1..1= Optionally enter the 'i$ed -ot Multiplier

4.1..11 (hoose !tem 0ourcing as !u++lier

4.1..1 0ave



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#reate Purchase 1e(uisition Automatically

!nsure that the onhand (ty o) the item in the a8ove

'u8inventory is well 8elow the MinMa6 minimum (ty%

4.1..1 )elpiew My


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Oracle Inventory

Beginners GuideYour %mployee name is attached to your -ser name

You ha"e bee defined as a Buyer

4.1..2 0witch a! Planning as value for the fieldnamed +!nventory Planning Method,

4..2.9 nter a Minimum Fty

4..2.: nter a Ma$imum Fty

4..2.? nter the Minimum Order Fty4.1.2.1=nter the Ma$imum Order Fty



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Oracle Inventory

Beginners Guide4.1.2.11 Optionally enter the 'i$ed -ot Multiplier

4.1.2.11 0ave

4.1.2.1 6!temsMaster items

4.1.2.12 '11" nter the !tem 6ame" (trl / '11

4.1.2.13 (hange region to +Purchasing,4.1.2.14 @ncheck the check bo$ named +Purchasable,

4.1.2.18 0ave

#reate 4iscrete o8 Automatically

!nsure that the onhand (ty o) the item is well 8elow the Min

Ma6 minimum (ty%

4.1.2.1 )elpiew My


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-%* 1eorder Point Planning

A complete


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4...1? (hoose the %ucket Type /(ays4...= (hoose the starting date of your demand in the field

named 5'rom7 *ate

4...1 (hoose the last date of your demand in the field named+nd *ate,

4... nter your demand in the field named 5(urrent7 Fuantity

The Euantity you enter here is the re(uirement per 8uc3et%

'ay= )or e6ample= i) your Buc3et Type is selected;aysand you

entered a (ty o) /& means that your demand )or the item is /&

per day% I) the selected Buc3et Type is (ee#s and i) you

entered a Ety o) /&= means that your demand )or the item is /&

per wee3 or $& per day%

4...2 Optionally enter a +(onfidence Percent,

The C#on)idence Percent represent the accuracy o) Forecast%

I) you entered a Ety o) $&& and a con)idence Percent o) 2&= the

actual demand will 8e considered as $&& 9$&& 6 2&?$&&; 2&%

4...3 (lose the window

4...4 (lick on the second line and repeat steps 4...1: to

4...2

4...8 (lose the *etails window

4...9 (lose the 'orecast !tems window.4...: (lick on the second 'orecast name4...?


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Oracle Inventory

Beginners Guide4..2.3 nter an ffective date

4..2.4 nter the Fty that you want as 0afety 0tock4..2.8 0ave

Generate 'a)ety 'toc3 as a Percentage o) Forecast4emand

4..2.1 6Planning0afety 0tock

4..2. '11" nter the item you entered in step 4..2.2" (trl / '11

4..2.2 (lick on the push button +Open,

4..2.3 0pecial


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4..3 1un theReorder Point Report

!nsure that the onhand (ty o) the item is well 8elow the'a)ety 'toc3 (ty%

4..3.1 )elpiew My


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Oracle Inventory

Beginners Guide4..4.2 (lick on the push button +0ubmit a 6ew


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Oracle Inventory

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-%+ 1eplenishment

The


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Oracle Inventory

Beginners Guide4.2.1 (lick on the push button +0ubmit,

4.2. (lick on 6o4.2.2 (lick on the push button +'ind,

4.2.3 (lick on the push button +


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-%, e, and enter the Canban si>e

4.3.11 nter he 6umber of (ards4.3.1 nter the Min Order Fty

4.3.12 0ave

4.3.13 lick on the push button +(ards,

4.3.14 nter a (ard 6umber



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.%& Accuracy

!n any organi>ation" due to missing transactions or inaccurate entries of

transactions" there will be every possibility for differences in the system onhandBuantities and the actual Buantities lying in the 0ubinventory. !n order to correct

the differences" people physically count the items and correct the system onhand

Buantities periodically. This we generally call as 0tock Taking. Oracle !nventoryis capable of managing the 0tock Taking in two ways. The two ways are 517 (ycle

(ounting and 57 Physical !nventory

9$; #ycle #ounting

!nstead of counting all the items simultaneously" you can plan and count only afew items every day or every week. 'or doing (ycle (ounting of an item" you

must set the item attribute Ena6le Cycle Countinto Des. 6ormally high valueitems are placed under (ycle (ounting.

'or planning the number of times an item to be counted per year" you can use an

A%( compile.

9*; Physical Inventory

!n Physical !nventory you will have to count all the items. This is eBual to the)alf Dearly or Annual 0tock Taking of an organi>ation.

.%$ AB# Analysis

A complete A%( Analysis includes the following

*efine a A%( (ompile

*efine A%( (lasses *efine A%( Assignment ;roup and Assign (lasses to it Assign !tems to arious (lasses

4e)ine an AB# #ompile

An A%( (ompile is nothing but sorting the items based on a specific

criterion.

8.1.1 A%( (odesA%( (ompiles

8.1. nter a name for the (ompile8.1.2 (hoose a +(ontent 0cope,/Oraniation

8.1.3 (hoose a +aluation 0cope, /Oraniation



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Oracle Inventory

Beginners Guide8.1.4 (hoose a (riterion in the +(ompile 0pecification, block. /Current

onhan' alue8.1.8 (lick on the push button +(ompile,

8.1.9 )elpiew My


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4e)ine AB# #lasses

8.1.11 6A%( (odesA%( (lasses

8.1.1 nter a (lass name8.1.12 Optionally enter description for the above class

8.1.13 Move cursor to the ne$t line8.1.14 nter the name of the second (lass

8.1.18 Optionally enter a description for the second (lass

8.1.19


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8.1.22


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Oracle Inventory

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"enerate automatic sche'ule re4uests"enerate cycle count re4uests

Cycle count listin

8..? (lick in the field +Parameters, of the first report and enter the

following parameters.

All (ycle (ounts E 6o

(ycle (ount 6ame E (hoose your cycle count name

!nclude (ontrol !tems E 6o

8..2= (lick on OC

8..21 (lick in the field +Parameters, of the second report and enter the


All (ycle (ounts E 6o

(ycle (ount 6ame E (hoose your cycle count name!nclude (ontrol !tems E 6o

8..2 (lick on OC8..22 (lick in the field +Parameters, of the third report and enter the


All (ycle (ounts E 6o(ycle (ount 6ame E (hoose your cycle count name

!nclude (ontrol !tems E 6o

8..23 (lick on OC

8..24 (lick on the push button +0ubmit,

8..28 )elpiew My


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Oracle Inventory

Beginners Guide8..33 nter the counted Buantities for all the listed items in the field

named +Fuantity,8..34 0ave

Approving the #ycle #ount !ntries

8..38 6(ounting(ycle (ountingApprove (ounts

8..39 nter the (ycle (ount name8..3: (lick on the push button +'ind,

8..3? (hoose the reBuired radio button /#one, -++roe', *e@ecte' or

*ecount for each line as appropriate.8..4= 0ave

.%+ Physical Inventory

A complete Physical !nventory involves the following actions

*efine Physical !nventory

Take a 0napshot of 0ystem Onhand Fuantities ;enerate Physical !nventory Tags Print the ;enerated Tags

Attach the Tags to its respective item (ount the actual Buantities and enter them in the respective

tag.

(ollect all the Tags

nter the Buantities recorded in the Tag in the 0ystem Approve the Physical !nventory -aunch Adjustments

4e)ine Physical Inventory

8.2.1 6(ountingPhysical !nventoryPhysical !nventories

8.2. nter a name for your Physical !nventory


8.2.3 (hooseI& out o& toleranceas value for the field named +


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Ta3e a 'napshot o) 'ystem Onhand Euantities

8.2.: (lick on the push button +0napshot,

Generate Physical Inventory Tags

8.2.? 6(ountingPhysical !nventoryTag ;eneration

8.2.1= (hoose the physical inventory name in the +6ame field

8.2.11 (hoose the +Type, as(e&ault

8.2.1 (heck or uncheck the check bo$ +0how 0erial on Tags,8.2.12 nter a 0tarting Tag

8.2.13 nter the *igit !ncrement

I& the 8!tartin Ta9 is entere' as -001, then the 8(iit Increment9must 6e entere' as 0111

8.2.14 nter an nding TagThe 6umber of Tags will default

8.2.18 (lick on the push button +;enerate,

Print the Generated Tags

8.2.19 )elpiew My


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!nter the (uantities recorded in the Tag in the 'ystem

8.2.8 6(ountingPhysical !nventoryTag (ounts

8.2.9 nter the Physical !nventory name8.2.: (lick on the push button +'ind,

8.2.? All the items will be listed now in the lines8.2.2= nter the counted Buantities in the field named +Fty, for each item.

8.2.21 (heck the check bo$ named +oid, for all those items" which are

not deliberately counted.

7f "oiding is not done for any missing entry the system will

assume a /ty of 8ero when posting ad


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Oracle Inventory

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/%& Inventory #osting

(osting is broadly classified into 0tandard (osting and Average (osting. @nder

0tandard (osting" you will have to manually define the item cost. The system willnot generate the cost by averaging the PO prices.

!n Average (osting" you need not define the !tem (ost. The system willautomatically generate the (ost by averaging the PO prices.

!f %OM and #!P are installed" you cannot adopt Average (osting. The onlyoption you can select is 0tandard (osting. 5The (osting Method for an

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

will discuss only the things that you are supposed to do under 0tandard (osting.

@sing Oracle !nventory is installed you can do the !nventory (osting. !n!nventory (osting" you can define and update the item costs. !f !nventory and

%OM are installed" you can find out the $pected (ost of manufacturing of anitem. !f !nventory" %OM and #!P are installed" you can find out the Actual (ost

of manufacturing of an item.

/%$ #ost !lements

The following are the (ost lements

Material 5Material (ost7 Material Overhead 5Procurement cost of materials7


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Oracle Inventory

Beginners GuideMaterial 'u8element

9..1 6 0etup (osts 0ubelements Material 5for defining

Material 0ubelements7

9.. nter a 0ubelement name in the field named +Material,

9..2 Optionally enter a description for the 0ubelement9..3 (hoose the *efault %asis asItem

9..4 0ave

Overhead 'u8element

9..8 6 0etup(osts0ubelementsOverhead 5for defining

Overhead 0ubelements79..9 nter an Overhead 0ubelement name in the field named

+Overhead,

9..: (hoose the (ost lement as Oerhea'9..? Optionally enter a description

9..1= (hoose an Absorption Account9..11 0ave

/%+ #ost Types

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

Type is made up of certain or all (ost lements and their corresponding

0ubelements. !t should be note that the values of cost are held by 0ubelements and not by (ost lements. ven if there is only one piece of cost

for a particular (ost lement" say" Material" you have to define a Material

0ubelement for holding that piece of cost.

Oracle !nventory provides two predefined (ost Types. 517 'ro>en and 57

(urrent. Fro>enis used as the *efault (ost Type under 0tandard (osting

and #urrentis used as the *efault (ost Type under Average (osting.

@nder standard costing" we have seen that the item cost is defined

manually by a user. This will necessitate to updating the cost of an itemperiodically. The updation cannot be done directly by changing the values

once after transacting the item. #hat you have to do for updating the cost

of an item is to create a separate set of costs under a different (ost Type

and then update the original cost from the new (ost Type created. 6owthe item is having two (ost Types associate with it. One is the running

cost held by the *efault (ost Type 5'ro>en7 and the other is the cost held

by another (ost Type created for updating the *efault (ost. !n this wayyou can create any number of costs for an item using different (ost Types.

Afterwards" if you want" you can compare the costs of different (ost

Types.



80/84

Oracle Inventory

Beginners Guide0uppose you have created (ost Types named 8Cost 20009, 8Cost 20019for

holding the item costs of the year === and ==1. Dou used this (ostTypes to update the *efault (ost Type 5'ro>en7 in the years === and

==1. 6ow" you got three (ost Types with values in it. Dou can now make

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

9.2.1 60etup(osts(ost Types

9.2. (lick on the push button +6ew,9.2.2 nter a name for the (ost Type


9.2.4 (hoose the *efault (ost Type as$roen9.2.8 (heck the check bo$ named +MultiOrg, if you want this (ost

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

organi>ation. !f this check bo$ is checked" only the (ost Typename will be available to other organi>ations and not the cost

defined in it.9.2.9 (heck the check bo$ named +Allow @pdate,

9.2.: (heck the check bo$ named +Available To ngineering,9.2.? (heck the check bo$ named +(omponent Dield,

9.2.1= (heck the check bo$ named +lement,

9.2.11 (heck the check bo$ named +Operation,9.2.1 0ave

/%, 4e)ine Item #ost

ou will 8e a8le to de)ine the cost o) an item directly only 8e)ore

per)orming transactions on the item% I) any transaction is per)ormed=the system will assign a cost o) >ero )or the item and you will not 8e

permitted to change it directly% In such cases= you have to de)ine the

costs in a new #ost Type and then update the e6isting cost )rom the

new #ost Type%

9.3.1 6(osts!tem (osts

9.3. '11" nter the item name" (trl / '119.3.2 Ceep the cursor in the (ost Type 'ro>en and click on the push

button +Open,

9.3.3 nter the -ot 0i>e

9.3.4 (lick on the push button +(osts,9.3.8 (hoose the (ost lement 5Material7

9.3.9 (hoose a 0ubelement defined for the (ost lement +Material,

9.3.: (hoose the %asisItem9.3.? nter the


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Oracle Inventory

Beginners Guide9.3.12 (hoose a %asis7ot

9.3.13 nter a


82/84

Oracle Inventory

Beginners Guideou can now see the various costs under di))erent #ost Types

0%& Purchase Order 1eceipts


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Oracle Inventory

Beginners Guide1=.3 (heck the check bo$ named +0hare,

1=.4 nter the document content in the blank area below1=.8 0ave

Attaching the 4ocument to a 1ecord1=.9 6!temsOrgani>ation !tems

1=.: nter the item name

1=.? (lick on the push button +'ind,

1=.1= ditAttachments

1=.11 (lick on the push button +*ocument (atalogH,

1=.1 nter the *escription of your document1=.12 (lick on the push button +'ind,

The *ocument details appears in the lower block1=.13 (lick on the push button +Attach 1,

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

4eleting an Attachment

1=.14 6!temsOrgani>ation !tems

1=.18 nter the item name

1=.19 (lick on the push button +'ind,

1=.1: ditAttachmentsI& any 'ocument is attache' to this item, it a++ears no.

1=.1? dit*elete

:ote

"hen you delete an attachment= the original document is not getting

deleted% Instead the association o) the document with the record is

removed%

$$%& Trans)erring Transactions to G5

A summari>ed !nventory!P activity for a given period can be transferred into

the ;- interface tables. Then" using Kournal !mport in ;eneral -edger theinformation can be posted to ;-.

The ;eneral -edger transfers can be done at any time in an open period N not justat period close. #hen more than one period is open" the transfer selects the

transactions from the first open period up to the entered transfer date and passes

the correct accounting date and financial information to the ;- !nterface"including both !nventory and #!P entries. #hen detail entries are transferred" the

Thampy Mathew Page :2


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Oracle Inventory

Beginners Guidetransaction date is the accounting date with a line for line transfer. #hen

summary entries are passed with two periods open" and a transfer date is enteredin the second period" the transfer process assigns an end date to period one for all

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

for the summari>ed transactions in period two.

@sing Kournal !mport and Post Kournal Process in ;-" this information can be

posted to ;-.

11.1 6Accounting (lose (ycleTransfer Transactions to ;-

$*%& #losing Inventory Accounting Periods

#hen you close a period" all !nventory and #!P transactions will be

automatically transferred to ;-.

1.1 6Accounting (lose (ycle!nventory Accounting Periods1. Ceep the cursor in the period that is to be closed.

1.2 (lick on the push button +(hange 0tatus,

1.3 (hoose the option Close

:ote

ou cannot close a period i) any prior period9s; is open% That is= i) the period

an *&&$ is open= you cannot close the period Fe8 *&&$% First you have to

close an *&&$ and then Fe8 *&&$

Thampy Mathew Page :3

inventory beginners guide

Documents

efine ontainers

efine alue

inventory beginners

efine ategory odes

efine atp ations

efine ontainer types

efine reight arriers

efine transaction ation