Oracle� InventoryUser’s Guide

Release 11i

Part No. A83507–08

August 2004

Oracle Cost Management User’s Guide, Release 11i

Part No. A83507–08

Copyright � 1996, 2004, Oracle. All rights reserved.

Authors: Tyra Crockett, Susan Ellsworth, Jennifer Sherman

Contributors: Milan Bhatia, Sureshbabu Chennalath, Siva Dirisala, Bastin Gerald, Karthik Gnana-murthy, Mansoor Jafri, Manju Juneja, Guangjie Li, Raymond Ngai, Huong Nguyen, Shelly Sia,William Ware, Amy Sonczalla, Adtiya BhelandeThe Programs (which include both the software and documentation) contain proprietary information; they areprovided under a license agreement containing restrictions on use and disclosure and are also protected bycopyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, ordecompilation of the Programs, except to the extent required to obtain interoperability with other independentlycreated software or as specified by law, is prohibited.

The information contained in this document is subject to change without notice. If you find any problems in thedocumentation, please report them to us in writing. This document is not warranted to be error–free. Except asmay be expressly permitted in your license agreement for these Programs, no part of these Programs may bereproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose.

If the Programs are delivered to the United States Government or anyone licensing or using the Programs onbehalf of the United States Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical datadelivered to U.S. Government customers are ”commercial computer software” or ”commercial technical data”pursuant to the applicable Federal Acquisition Regulation and agency–specific supplemental regulations. Assuch, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation andtechnical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and,to the extent applicable, the additional rights set forth in FAR 52.227–19, Commercial Computer Software––Re-stricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065.

The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherentlydangerous applications. It shall be the licensee’s responsibility to take all appropriate fail–safe, backup,redundancy and other measures to ensure the safe use of such applications if the Programs are used for suchpurposes, and we disclaim liability for any damages caused by such use of the Programs.

The Programs may provide links to Web sites and access to content, products, and services from third parties.Oracle is not responsible for the availability of, or any content provided on, third–party Web sites. You bear allrisks associated with the use of such content. If you choose to purchase any products or services from a thirdparty, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality ofthird–party products or services; or (b) fulfilling any of the terms of the agreement with the third party, includingdelivery of products or services and warranty obligations related to purchased products or services. Oracle is notresponsible for any loss or damage of any sort that you may incur from dealing with any third party.

Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks oftheir respective owners.

iiiContents

Contents

Volume 1Volume 1 i. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Preface Preface xix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 1 Setting Up 1 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Setting Up 1 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Setup Flowchart 1 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setup Checklist 1 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setup Steps 1 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Inventory Profile Options 1 – 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Implementing Profile Options Summary 1 – 25. . . . . . . . . . . . . . . . Profile Options 1 – 29. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 2 Inventory Structure 2 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Inventory Structure 2 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . .

Prerequisites 2 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Steps Involved 2 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Organization Parameters Window 2 – 4. . . . . . . . . . . . . . . . . . . . . . . . . Defining Default Inventory Parameters 2 – 4. . . . . . . . . . . . . . . . . . Defining Costing Information 2 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . Valuation and Other Accounts 2 – 11. . . . . . . . . . . . . . . . . . . . . . . . . Valuation Accounts 2 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other Accounts 2 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Revision, Lot, Serial, LPN Parameters 2 – 12. . . . . . . . . . . Defining ATP, Pick, Item–Sourcing Parameters 2 – 16. . . . . . . . . . . Defining Inter–Organization Information 2 – 18. . . . . . . . . . . . . . . . Inter–Organization Transfer Accounts 2 – 20. . . . . . . . . . . . . . . . . . . Defining Other Account Parameters 2 – 21. . . . . . . . . . . . . . . . . . . .

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Defining Warehouse Parameters 2 – 24. . . . . . . . . . . . . . . . . . . . . . . . Defining Subinventories 2 – 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Subinventory General Ledger Account Fields 2 – 30. . . . . . . . . . . . Defining Stock Locators 2 – 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Organization Access 2 – 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Shortage Parameters 2 – 38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Freight Carriers 2 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying Inventory Organizations 2 – 43. . . . . . . . . . . . . . . . . . . . . . . . . .

Loading Interface Tables 2 – 44. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying Organizations 2 – 45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 3 Units of Measure 3 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Units of Measure 3 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Steps Involved 3 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Unit of Measure Classes 3 – 3. . . . . . . . . . . . . . . . . . . . . . . . . .

Examples of Unit of Measure Classes 3 – 4. . . . . . . . . . . . . . . . . . . Defining Units of Measure 3 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Examples of Units of Measure 3 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . Defining Unit of Measure Conversions 3 – 7. . . . . . . . . . . . . . . . . . . . . .

Examples of Unit of Measure Conversions 3 – 10. . . . . . . . . . . . . . . Standard Conversions 3 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item–specific Intra–class Conversions 3 – 10. . . . . . . . . . . . . . . . . . . Item–specific Inter–class Conversions 3 – 10. . . . . . . . . . . . . . . . . . .

Chapter 4 Item Setup and Control 4 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Item Setup and Control 4 – 3. . . . . . . . . . . . . . . . . . . . . . .

Steps Involved 4 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Implementing the Item Master Organization 4 – 5. . . . . . . . . . . . . . . . .

Item Master Business Example 4 – 5. . . . . . . . . . . . . . . . . . . . . . . . . Item Attribute Controls 4 – 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Control Level 4 – 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Control Level Dependencies 4 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . Status Control 4 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Item Defining Attributes 4 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Status Attributes and Item Status Control 4 – 12. . . . . . . . . . . . . . . . . . .

Item Status Control 4 – 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Relationships between Attributes 4 – 15. . . . . . . . . . . . . . . . . . . . . . . . . .

Required Attribute Values 4 – 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interdependent Attributes 4 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

vContents

Updatable Attributes 4 – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Control Level Dependences 4 – 22. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining Item Attribute Controls 4 – 24. . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Container Types 4 – 26. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Item Status Codes 4 – 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining and Viewing Pending Statuses 4 – 29. . . . . . . . . . . . . . . . . . . . . Defining Picking Rules 4 – 31. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Item Types 4 – 33. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Templates 4 – 35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Templates Shipped by Oracle 4 – 35. . . . . . . . . . . . . . . . . . . . . . . . . . User–defined Templates 4 – 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying Templates 4 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Templates 4 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organization–Specific Templates 4 – 40. . . . . . . . . . . . . . . . . . . . . . . Defining Item Templates 4 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying Item Templates 4 – 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining Cross–Reference Types 4 – 45. . . . . . . . . . . . . . . . . . . . . . . . . . . Assigning Cross–Reference Types 4 – 47. . . . . . . . . . . . . . . . . . . . . . . . . . Defining Commodity Codes 4 – 49. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Customer Items 4 – 51. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Setting Customer Item Defaults 4 – 53. . . . . . . . . . . . . . . . . . . . . . . . Defining Customer Item Cross References 4 – 55. . . . . . . . . . . . . . . . . . . Overview of Item Categories 4 – 57. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Steps Involved 4 – 57. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Category Flexfield Structures 4 – 58. . . . . . . . . . . . . . . . . . . . . . . . . Defining Categories 4 – 59. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Category Sets 4 – 61. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cartonization 4 – 64. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Default Category Sets 4 – 65. . . . . . . . . . . . . . . . . . . . . . . . . . . . Assigning Items to Categories 4 – 68. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying Items with Category Assignments 4 – 71. . . . . . . . . . . . . . . . . Examples Overview 4 – 72. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Planning Example 4 – 73. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Purchasing Example 4 – 74. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inventory Example 4 – 77. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Unlimited Additional Category Sets 4 – 79. . . . . . . . . . . . . . . . . . . .

Specifying Recommended Categories 4 – 80. . . . . . . . . . . . . . . . . . . . . . . Defining Category Accounts 4 – 81. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Item Cataloging 4 – 86. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Benefits 4 – 86. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Steps Involved 4 – 86. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Item Catalog Groups 4 – 88. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Concatenated Item Descriptions 4 – 90. . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Descriptive Elements 4 – 91. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Aliases 4 – 93. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Cataloging Examples 4 – 94. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Index Index – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Volume 2Volume 2 i. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 5 Items 5 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Items 5 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Steps Involved in Defining Items 5 – 4. . . . . . . . . . . . . . . . . . . . . . . Master Level vs. Organization Level 5 – 6. . . . . . . . . . . . . . . . . . . . . . . . Defining Items 5 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining an Item Using the Attribute Groups Tab 5 – 9. . . . . . . . . . . . Assigning Items to Organizations 5 – 14. . . . . . . . . . . . . . . . . . . . . . . . . . Defining an Item Using the Item Folder Tab 5 – 16. . . . . . . . . . . . . . . . . Updating Item Attributes 5 – 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Updating Organization Level Items 5 – 19. . . . . . . . . . . . . . . . . . . . . . . . Item Attributes Listed by Group Name 5 – 22. . . . . . . . . . . . . . . . . . . . . Item Attributes Listed in Alphabetical Order 5 – 31. . . . . . . . . . . . . . . . Main Attribute Group 5 – 44. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inventory Attribute Group 5 – 49. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Bills of Material Attribute Group 5 – 57. . . . . . . . . . . . . . . . . . . . . . . . . . . Asset Management Attribute Group 5 – 60. . . . . . . . . . . . . . . . . . . . . . . . Costing Attribute Group 5 – 62. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Purchasing Attribute Group 5 – 64. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Receiving Attribute Group 5 – 71. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Physical Attribute Group 5 – 75. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . General Planning Attribute Group 5 – 78. . . . . . . . . . . . . . . . . . . . . . . . . MPS/MRP Planning Attribute Group 5 – 86. . . . . . . . . . . . . . . . . . . . . . . Lead Times Attribute Group 5 – 99. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Work In Process Attribute Group 5 – 101. . . . . . . . . . . . . . . . . . . . . . . . . . . Order Management Attribute Group 5 – 104. . . . . . . . . . . . . . . . . . . . . . . Invoicing Attribute Group 5 – 110. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Service Attribute Group 5 – 112. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Web Option Attribute Group 5 – 116. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Open Item Interface 5 – 117. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Importing Items 5 – 119. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Customer Item and Customer Item Cross Reference Interfaces 5 – 121.

Importing Customer Items 5 – 122. . . . . . . . . . . . . . . . . . . . . . . . . . . . Importing Customer Item Cross References 5 – 123. . . . . . . . . . . . . .

Adding Attachments to Items 5 – 125. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Item Information 5 – 126. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assigning Items to Catalogs 5 – 128. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Item Relationships 5 – 130. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Manufacturer Part Numbers 5 – 135. . . . . . . . . . . . . . . . . . . . . . Assigning Subinventories to an Item 5 – 137. . . . . . . . . . . . . . . . . . . . . . . . Assigning Items to a Subinventory 5 – 140. . . . . . . . . . . . . . . . . . . . . . . . . Defining Item Revisions 5 – 143. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Item Transaction Defaults 5 – 145. . . . . . . . . . . . . . . . . . . . . . . . . Searching for Items 5 – 148. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Deletion 5 – 151. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Define Delete Constraints 5 – 151. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entities Checked When Deleting 5 – 151. . . . . . . . . . . . . . . . . . . . . . .

Lot Control 5 – 154. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up Lot Control 5 – 157. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Maintaining Item Lot Information 5 – 159. . . . . . . . . . . . . . . . . . . . . . . . . . Lot Control Reports 5 – 162. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Serial Number Control 5 – 163. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up Serial Number Control 5 – 166. . . . . . . . . . . . . . . . . . . . . . . . . . Generating Serial Numbers 5 – 168. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Serial Number Assignment 5 – 170. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Maintaining Serial Number Information 5 – 172. . . . . . . . . . . . . . . . . . . . Serial Number Control Reports 5 – 175. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 6 Transaction Setup 6 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Transaction Setup 6 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Transaction Processing Profile Options 6 – 5. . . . . . . . . . . . . . .

Transaction Processing Mode 6 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . Form Level Processing 6 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Recommended Use 6 – 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Launching Transaction Managers 6 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . Transaction Managers 6 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Material transaction 6 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Move transaction 6 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Resource cost transaction 6 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Material cost transaction 6 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Control Options and Restrictions 6 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . Locator Control 6 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lot Control 6 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Serial Number Control 6 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Revision Quantity Control 6 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subinventory and Locator Restrictions 6 – 12. . . . . . . . . . . . . . . . . . Defining Default Subinventories and Locators 6 – 12. . . . . . . . . . . . Converting Units of Measure 6 – 12. . . . . . . . . . . . . . . . . . . . . . . . . .

Transaction Source Types 6 – 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining and Updating Transaction Source Types 6 – 13. . . . . . . . .

Transaction Actions 6 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transaction Types 6 – 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining and Updating Transaction Types 6 – 20. . . . . . . . . . . . . . . Defining Transaction Reasons 6 – 23. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Account Aliases 6 – 26. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inter–Organization Shipping Network 6 – 28. . . . . . . . . . . . . . . . . . . . . .

Defining Inter–Organization Shipping Networks 6 – 29. . . . . . . . . Defining Shipping Methods 6 – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Economic Zones 6 – 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Movement Statistics Parameters 6 – 38. . . . . . . . . . . . . . . . . . . Defining Intercompany Relations 6 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . Defining Consumption Transaction Rules 6 – 44. . . . . . . . . . . . . . . . . . . Defining Pick Slip Grouping Rules 6 – 46. . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 7 Transactions 7 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Inventory Transactions 7 – 3. . . . . . . . . . . . . . . . . . . . . . . . Transferring Between Subinventories 7 – 5. . . . . . . . . . . . . . . . . . . . . . . Performing Miscellaneous Transactions 7 – 9. . . . . . . . . . . . . . . . . . . . . Inter–organization Transfers 7 – 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Direct Inter–organization Transfers 7 – 13. . . . . . . . . . . . . . . . . . . . . Inter–Organization Transfers via Intransit Inventory 7 – 14. . . . . . Transferring Between Organizations 7 – 17. . . . . . . . . . . . . . . . . . . . Restrictions for Transferring Between Organizations 7 – 23. . . . . .

Assigning Lot Numbers 7 – 26. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assigning Serial Numbers 7 – 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shortage Alerts and Shortage Notifications 7 – 29. . . . . . . . . . . . . . . . . .

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Setting Up Shortage Alerts and Shortage Notifications 7 – 30. . . . Viewing Potential Shortages 7 – 30. . . . . . . . . . . . . . . . . . . . . . . . . . .

Overview of Movement Statistics 7 – 33. . . . . . . . . . . . . . . . . . . . . . . . . . Major Features 7 – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up Movement Statistics 7 – 36. . . . . . . . . . . . . . . . . . . . . . . . Automatically Generating Movement Statistics 7 – 37. . . . . . . . . . . Viewing and Maintaining Movement Statistics 7 – 38. . . . . . . . . . . Defaults in the Movement Statistics Window 7 – 38. . . . . . . . . . . . .

Viewing Material Transactions 7 – 45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Transaction Summaries 7 – 48. . . . . . . . . . . . . . . . . . . . . . . . . . .

Viewing Accounting Lines 7 – 50. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Drilling Down to Inventory from Oracle General Ledger 7 – 51. .

Viewing Pending Transactions 7 – 54. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pending Transactions Folder Window Available Fields 7 – 56. . . .

Viewing and Updating Transaction Open Interface Activity 7 – 60. . . Transaction Interface Folder Window Available Fields 7 – 61. . . . .

Planning Transfer Transaction 7 – 66. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transferring Consigned and VMI Material 7 – 69. . . . . . . . . . . . . . . . . . Purging Transaction History 7 – 71. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Move Orders 7 – 73. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Setting Up Move Orders 7 – 78. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Generating Move Order Requisitions 7 – 79. . . . . . . . . . . . . . . . . . . Generating Replenishment Move Orders 7 – 84. . . . . . . . . . . . . . . . Allocating and Transacting Move Orders 7 – 85. . . . . . . . . . . . . . . . Move Order Quantities 7 – 85. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Overview of Material Pick Waves 7 – 89. . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the Material Pick Wave Process 7 – 90. . . . . . . . . . . . . Exception Management 7 – 95. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manually Transacting Pick Wave Move Orders 7 – 97. . . . . . . . . . . Express Pick Release 7 – 99. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reservation Details 7 – 99. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Restrictions 7 – 100. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Viewing Lot Genealogy 7 – 102. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Serial Genealogy 7 – 105. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transactions Reports 7 – 108. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 8 On–hand and Availability 8 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of On–hand and Availability 8 – 3. . . . . . . . . . . . . . . . . . . . .

Features 8 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing On–hand Quantities 8 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Material Workbench Display Options 8 – 7. . . . . . . . . . . . . . . . . . . Material Workbench Information 8 – 8. . . . . . . . . . . . . . . . . . . . . . . Item Availability 8 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Status Information 8 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Attribute Information 8 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Reservations 8 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Material Workbench Transactions 8 – 13. . . . . . . . . . . . . . . . . . . . . . . Viewing Inventory Positions 8 – 17. . . . . . . . . . . . . . . . . . . . . . . . . . .

Requesting the Multi–Organization Quantity Report 8 – 21. . . . . . . . . . Viewing Item Supply/Demand Information 8 – 23. . . . . . . . . . . . . . . . . Item Reservations 8 – 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Reservation Interface Activity 8 – 30. . . . . . . . . . . . . . . . . . . . .

Reservations Interface Folder Window Available Fields 8 – 32. . . . ATP Rule Options 8 – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ATP Computation Options 8 – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . ATP Time Fence Options 8 – 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ATP Supply Source Options 8 – 38. . . . . . . . . . . . . . . . . . . . . . . . . . . ATP Demand Source Options 8 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . Defining ATP Rules 8 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ATP Calculations 8 – 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ATP with No Backward/Forward Consumption, No Accumulation(Period ATP) 8 – 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ATP with Backward Consumption 8 – 44. . . . . . . . . . . . . . . . . . . . . . ATP with Backward Consumption and Accumulation 8 – 45. . . . . ATP with Forward Consumption 8 – 46. . . . . . . . . . . . . . . . . . . . . . . ATP with Backward Consumption and Accumulation, Accumula-tion Window of 2 Days 8 – 48. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Running ATP by Demand Class 8 – 50. . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing ATP Information 8 – 51. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering ATP Criteria 8 – 54. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Supply Chain ATP Results 8 – 56. . . . . . . . . . . . . . . . . . . . . . . . Viewing ATP Results 8 – 58. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ATP by Period 8 – 61. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Viewing ATP by Period Detail 8 – 62. . . . . . . . . . . . . . . . . . . . . . . . . . Viewing ATP Supply/Demand Detail 8 – 63. . . . . . . . . . . . . . . . . . . . . . On–hand Availability Reports 8 – 65. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Index Index – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Volume 3Volume 3 i. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 9 Planning and Replenishment 9 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Inventory Planning and Replenishment 9 – 3. . . . . . . . .

Available Features 9 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Summarizing Demand History 9 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining a Forecast Rule 9 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Order Modifiers 9 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Min–Max Planning 9 – 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Organization Level Min–Max Planning 9 – 13. . . . . . . . . . . . . . . . . . Subinventory Level Min–Max Planning 9 – 17. . . . . . . . . . . . . . . . . Min–Max Planning Report Calculations 9 – 18. . . . . . . . . . . . . . . . . Requesting the Min–Max Planning Report 9 – 22. . . . . . . . . . . . . . .

Entering and Reloading Item Safety Stocks 9 – 26. . . . . . . . . . . . . . . . . . Reorder Point Planning 9 – 30. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Safety Stock Levels 9 – 31. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Planning Levels 9 – 31. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reorder Point Planning Report 9 – 32. . . . . . . . . . . . . . . . . . . . . . . . . Requesting the Reorder Point Planning Report 9 – 32. . . . . . . . . . .

Overview of Kanban Replenishment 9 – 35. . . . . . . . . . . . . . . . . . . . . . . . Major Features 9 – 35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pull Sequences 9 – 35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kanban Chain 9 – 38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Card Definition 9 – 38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Card Printing 9 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining Kanban Pull Sequences 9 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . . Generating Kanban Cards 9 – 44. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining Kanban Cards 9 – 46. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Printing Kanban Cards 9 – 49. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Replenishing Kanban Cards 9 – 50. . . . . . . . . . . . . . . . . . . . . . . . . . .

Replenishment Counting 9 – 52. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Replenishment Counting Tracked Subinventories 9 – 52. . . . . . . . . Replenishment Counting Non–Tracked Subinventories 9 – 52. . . . Processing Replenishment Counts 9 – 53. . . . . . . . . . . . . . . . . . . . . . Planning Levels 9 – 53. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . External Interface 9 – 53. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Replenishment Count Validations 9 – 53. . . . . . . . . . . . . . . . . . . . . . PAR Replenishment Counts 9 – 54. . . . . . . . . . . . . . . . . . . . . . . . . . . . Sources of Replenishment 9 – 55. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Entering and Processing Replenishment Counts 9 – 57. . . . . . . . . . . . . .

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Purging Replenishment Counts 9 – 62. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 10 Cost Control and Accounting 10 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Accounting Close Cycle 10 – 2. . . . . . . . . . . . . . . . . . . . . . .

See Also 10 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transferring Transactions to the General Ledger 10 – 3. . . . . . . . . . . . . Viewing General Ledger Transfer History 10 – 5. . . . . . . . . . . . . . . . . . . Maintaining Accounting Periods 10 – 7. . . . . . . . . . . . . . . . . . . . . . . . . . .

Opening an Accounting Period 10 – 8. . . . . . . . . . . . . . . . . . . . . . . . . Updating an Accounting Period 10 – 8. . . . . . . . . . . . . . . . . . . . . . . . Closing an Accounting Period 10 – 9. . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 11 ABC Analysis 11 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of ABC Analysis 11 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Steps Involved 11 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining and Running an ABC Compile 11 – 3. . . . . . . . . . . . . . . . . . . .

Compile Criterion Field 11 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Valuation Scope for Ranking Items 11 – 7. . . . . . . . . . . . . . . . . . . . .

Defining ABC Classes 11 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ABC Assignment Groups 11 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining ABC Assignment Groups 11 – 12. . . . . . . . . . . . . . . . . . . . . Defining ABC Item Assignments 11 – 14. . . . . . . . . . . . . . . . . . . . . . . . . . . Updating ABC Item Assignments 11 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . Purging ABC Information 11 – 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 12 Cycle Counting 12 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Cycle Counting 12 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Tasks Involved 12 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Serialized Cycle Counting 12 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining Cycle Counts 12 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scheduling and Generating Count Requests 12 – 6. . . . . . . . . . . . . Entering Cycle Counts 12 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Approving and Adjusting Counts 12 – 7. . . . . . . . . . . . . . . . . . . . . .

Defining and Maintaining a Cycle Count 12 – 8. . . . . . . . . . . . . . . . . . . . Defining Cycle Count Classes 12 – 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cycle Count Items 12 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Defining Control Group Items 12 – 16. . . . . . . . . . . . . . . . . . . . . . . . . Cycle Count Scheduling 12 – 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

xiiiContents

Automatic Scheduling 12 – 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manual Scheduling 12 – 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Generating Automatic Schedules 12 – 20. . . . . . . . . . . . . . . . . . . . . . . Entering Manual Schedule Requests 12 – 20. . . . . . . . . . . . . . . . . . . .

Count Requests 12 – 23. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Count Requests for Items with Zero Count 12 – 23. . . . . . . . . . . . . . Generating Cycle Count Requests 12 – 24. . . . . . . . . . . . . . . . . . . . . . Requesting the Cycle Count List 12 – 24. . . . . . . . . . . . . . . . . . . . . . . .

Entering Cycle Counts 12 – 26. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering Preapproved Counts 12 – 30. . . . . . . . . . . . . . . . . . . . . . . . . .

Approval Options and Tolerances 12 – 32. . . . . . . . . . . . . . . . . . . . . . . . . . Approval Tolerances 12 – 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Examples of Quantity Variance and Adjustment Value Tolerances . . 12 – 33Hit/Miss Tolerances 12 – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Measurement Errors 12 – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Count Adjustments and Approvals 12 – 36. . . . . . . . . . . . . . . . . . . . . . . . . Automatic Recounts 12 – 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Approving Cycle Counts Held for Approval 12 – 36. . . . . . . . . . . . . Approving Cycle Count Adjustments 12 – 36. . . . . . . . . . . . . . . . . . . Selecting Information to Review or Approve 12 – 37. . . . . . . . . . . . . Viewing Cycle Count Information 12 – 38. . . . . . . . . . . . . . . . . . . . . . Approval Actions and Adjustments 12 – 39. . . . . . . . . . . . . . . . . . . . .

Purging Cycle Count Information 12 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . Cycle Count Open Interface 12 – 42. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Exporting Cycle Count Entries 12 – 42. . . . . . . . . . . . . . . . . . . . . . . . . Inquiring/Updating Cycle Count Entries 12 – 44. . . . . . . . . . . . . . . .

Cycle Count Reports 12 – 48. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 13 Physical Inventory 13 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Physical Inventory 13 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Steps Involved 13 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining a Physical Inventory 13 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taking a Snapshot of Inventory Quantities 13 – 5. . . . . . . . . . . . . . . Physical Inventory Tags Overview 13 – 7. . . . . . . . . . . . . . . . . . . . . . . . .

Generating Physical Inventory Tags 13 – 7. . . . . . . . . . . . . . . . . . . . . Physical Inventory Counts 13 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Void Tags 13 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering and Voiding Physical Inventory Tag Counts 13 – 11. . . . . Voiding Physical Inventory Tags 13 – 14. . . . . . . . . . . . . . . . . . . . . . . .

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Approval Tolerances 13 – 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Approving Physical Inventory Adjustments 13 – 15. . . . . . . . . . . . . Processing Physical Inventory Adjustments 13 – 18. . . . . . . . . . . . . .

Purging Physical Inventory Information 13 – 20. . . . . . . . . . . . . . . . . . . . Physical Inventory Reports 13 – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 14 Intercompany Invoicing 14 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intercompany Invoicing Process Overview 14 – 2. . . . . . . . . . . . . . . . . .

Major Features 14 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . General Business Processes Summary 14 – 4. . . . . . . . . . . . . . . . . . .

Intercompany Invoicing Reports 14 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . Intercompany Account Receivables Invoices Report 14 – 5. . . . . . . Intercompany Account Payables Invoices Report 14 – 5. . . . . . . . . Invoice Type 14 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Intercompany Invoicing Accounting Details 14 – 6. . . . . . . . . . . . . . . . . Intercompany Invoice Accounting Distributions 14 – 8. . . . . . . . . . . . .

Accounting Distributions for Accounts Receivable Invoice 14 – 8. Accounting Distributions for Accounts Payable Invoice 14 – 11. . . Intercompany Invoicing Setup 14 – 12. . . . . . . . . . . . . . . . . . . . . . . . . Transaction Flows 14 – 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transaction Flow Types 14 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Intercompany Invoice Pricing 14 – 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Advanced Pricing Engine 14 – 20. . . . . . . . . . . . . . . . . . . . . . . . Seed Data Support of Advanced Pricing Integration 14 – 21. . . . . .

The Order Cycle 14 – 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intercompany Invoicing for Sales Orders 14 – 26. . . . . . . . . . . . . . . . . . . .

Intercompany Invoicing Example Accounting Details 14 – 27. . . . . Intercompany Invoicing Sales Order Process 14 – 29. . . . . . . . . . . . . Intercompany Invoicing Internal Order Process 14 – 31. . . . . . . . . .

Intercompany Accounting Transactions Flows 14 – 36. . . . . . . . . . . . . . . External Drop Shipment from Supplier to Customer 14 – 36. . . . . . External Drop Shipment from Supplier to Customer with Inter-mediate Financial Nodes 14 – 37. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . External Drop Shipment from Supplier with Shipment and Procure-ment Financial Flow 14 – 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Internal Drop Shipment from Supplier (Global Procurement) . . . . . . . 14 – 41Global Procurement with Intermediate Financial Nodes 14 – 42. . .

xvContents

Chapter 15 Reports 15 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Reports 15 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inactive Items Report 15 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Reservations Report 15 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lot Transaction Register 15 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Material Account Distribution Detail 15 – 16. . . . . . . . . . . . . . . . . . . . . . . Move Order Pick Slip Report 15 – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Material Account Distribution Summary 15 – 24. . . . . . . . . . . . . . . . . . . . Serial Number Transaction Register 15 – 26. . . . . . . . . . . . . . . . . . . . . . . . Transaction Historical Summary Report 15 – 30. . . . . . . . . . . . . . . . . . . . . Transaction Register 15 – 33. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transaction Source Type Summary 15 – 37. . . . . . . . . . . . . . . . . . . . . . . . . Shortages Summary Report 15 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shortage Parameter Report 15 – 42. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Global Transaction Purge 15 – 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Open Period Status Control 15 – 45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Close Period Status Control 15 – 47. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Expired Lots Report 15 – 49. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Categories Report 15 – 50. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Cross–References Listing 15 – 51. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Definition Detail 15 – 53. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Definition Summary 15 – 56. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Demand History Report 15 – 58. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Relationships Listing 15 – 60. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Statuses Report 15 – 62. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item–Subinventory Report 15 – 64. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Template Listing 15 – 65. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Serial Number Detail 15 – 66. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Supplier Lot Trace Report 15 – 69. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Customer Item Commodity Codes Listing 15 – 71. . . . . . . . . . . . . . . . . . . Customer Item Cross References Report 15 – 72. . . . . . . . . . . . . . . . . . . . Customer Items Report 15 – 74. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Organization Assignment Report 15 – 76. . . . . . . . . . . . . . . . . . . . . . Period Close Value Summary 15 – 78. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Forecast Rule Listing 15 – 79. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Replenishment Count Report 15 – 80. . . . . . . . . . . . . . . . . . . . . . . . . PAR Replenishment Count Worksheet 15 – 81. . . . . . . . . . . . . . . . . . . . . . Min–Max Planning Report 15 – 82. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ABC Assignments Report 15 – 87. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

xvi Oracle Inventory User’s Guide

ABC Descending Value Report 15 – 88. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cycle Count Entries and Adjustments Report 15 – 89. . . . . . . . . . . . . . . . Cycle Count Hit/Miss Analysis 15 – 90. . . . . . . . . . . . . . . . . . . . . . . . . . . . Cycle Count Listing 15 – 91. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Physical Inventory Item Accuracy Report 15 – 93. . . . . . . . . . . . . . . . . . . Physical Inventory Adjustments Report 15 – 94. . . . . . . . . . . . . . . . . . . . . Physical Inventory Counts Report 15 – 96. . . . . . . . . . . . . . . . . . . . . . . . . . Cycle Count Open Requests Listing 15 – 98. . . . . . . . . . . . . . . . . . . . . . . . Cycle Count Unscheduled Items Report 15 – 99. . . . . . . . . . . . . . . . . . . . . Cycle Counts Pending Approval Report 15 – 100. . . . . . . . . . . . . . . . . . . . Physical Inventory Tags 15 – 101. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Physical Inventory Tag Listing 15 – 103. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Physical Inventory Missing Tag Listing 15 – 104. . . . . . . . . . . . . . . . . . . . . Physical Inventory Trend Report 15 – 105. . . . . . . . . . . . . . . . . . . . . . . . . . . Physical Inventory Summary Report 15 – 106. . . . . . . . . . . . . . . . . . . . . . . Print Cycle Count Entries Open Interface Data 15 – 107. . . . . . . . . . . . . . . Purge Cycle Count Entries Open Interface Data 15 – 109. . . . . . . . . . . . . . Import Cycle Count Entries from Open Interface 15 – 110. . . . . . . . . . . . . Cycle Count Schedule Requests Report 15 – 111. . . . . . . . . . . . . . . . . . . . . Item Quantities Summary Report 15 – 112. . . . . . . . . . . . . . . . . . . . . . . . . . Locator Quantities Report 15 – 113. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subinventory Quantities Report 15 – 114. . . . . . . . . . . . . . . . . . . . . . . . . . . . VMI Onhand by Supplier Report 15 – 115. . . . . . . . . . . . . . . . . . . . . . . . . . . Account Alias Listing 15 – 116. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Freight Carrier Listing 15 – 117. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inter–organization Shipping Information Listing 15 – 118. . . . . . . . . . . . . Locator Listing 15 – 119. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organization Parameters Listing 15 – 120. . . . . . . . . . . . . . . . . . . . . . . . . . . Planner Listing 15 – 121. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Status Attributes Listing 15 – 122. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subinventory Listing 15 – 123. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Units of Measure Listing 15 – 124. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intercompany AR Invoices Report 15 – 125. . . . . . . . . . . . . . . . . . . . . . . . . . Intercompany AP Invoices Report 15 – 126. . . . . . . . . . . . . . . . . . . . . . . . . . Reorder Point Report 15 – 127. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organization Hierarchy Exceptions Report 15 – 131. . . . . . . . . . . . . . . . . . Inventory Transaction by Cost Center and Account Report 15 – 132. . . . Inventory Charges and Product Usage Report 15 – 134. . . . . . . . . . . . . . . Consumption Advice Diagnostics 15 – 136. . . . . . . . . . . . . . . . . . . . . . . . . .

xviiContents

Movement Statistics Exception Report 15 – 137. . . . . . . . . . . . . . . . . . . . . . Movement Statistics Reset Status Report 15 – 139. . . . . . . . . . . . . . . . . . . . Movement Statistics Processor 15 – 141. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Movement Statistics Report 15 – 143. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Appendix A Oracle Inventory Windows and Navigator Paths A – 1. . . . . . . . . . . . Oracle Inventory Windows and Navigator Paths A – 2. . . . . . . . . . . . . Oracle Inventory Corresponding GUI Windows A – 16. . . . . . . . . . . . . .

Appendix B Oracle Inventory Flexfields B – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Oracle Inventory Flexfields B – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Account Aliases B – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Catalogs B – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Categories B – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sales Orders B – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Stock Locators B – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . System Items (Item Flexfield) B – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

GLOSSARY 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Index Index – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

xviii Oracle Inventory User’s Guide

xixPreface

Preface

Welcome to Release 11i of the Oracle Inentory User’s Guide.

This guide contains the information you need to understand and useOracle Inventory.

• Chapter 1 Setup: This chapter provides information on setting upOracle inventory, and information on the Oracle Inventoryprofile options.

• Chapter 2. Inventory Structure: This chapter provides setupinformation for inventory paramters

• Chapter 3 Unit of Measure: This chapter provides information onUnits of measure.

• Chapter 4 Item Setup and Control: This chapter providesinformation on item control.

• Chapter 5 Items: This chapter provides information on how todefine and maintain items.

• Chapter 6 Transaction Setup: This chapter provides informationon how to setup transactions.

• Chapter 7 Transactions: This chapter provides information onhow to process transactions and move orders.

• Chapter 8 On–hand Availability: This chapter providesinformation on how to view your on–hand availability of items.

• Chapter 9 Planning and Replenishment: This chapter providesinformation on how to plan and replenish your inventory.

xx Oracle Inventory User’s Guide

• Chapter 10 Cost Control and Accounting: This chapter providesinformation on cost cnotrol and accoutning.

• Chapter 11 ABC Analysis: This chapter provides information onhow to set up and perform an ABC Analysis

• Chapter 12 Cycle Counting: This chapter provides informationon how to set up and perform a cycle count.

• Chapter 13 Physical Inventory: This chapter providesinformation on how to setup and perform a physical inventory.

• Chapter 14 Intercompany Invoicing: This chapter providesinformation on Intercompany Invoicing

• Chapter 15 Reports: This chapter provides information on theOracle Inventory Reports.

• Appendix A: Windows and Navigator Paths: This appendixprovides information on the windows and navigator paths.

• Appendix B: Inventory Flexfields: This appendix providesinformation on the inventory flexfields.

xxiPreface

Documentation Accessibility

Our goal is to make Oracle products, services, and supportingdocumentation accessible, with good usability, to the disabledcommunity. To that end, our documentation includes features thatmake information available to users of assistive technology. Thisdocumentation is available in HTML format, and contains markup tofacilitate access by the disabled community. Standards will continue toevolve over time, and Oracle is actively engaged with othermarket–leading technology vendors to address technical obstacles sothat our documentation can be accessible to all of our customers. Foradditional information, visit the Oracle Accessibility Program Web siteat http://www.oracle.com/accessibility/.

Accessibility of Code Examples in Documentation

JAWS, a Windows screen reader, may not always correctly read thecode examples in this document. The conventions for writing coderequire that closing braces should appear on an otherwise empty line;however, JAWS may not always read a line of text that consists solelyof a bracket or brace.

Accessibility of Links to External Web Sites in Documentation

This documentation may contain links to Web sites of other companiesor organizations that Oracle does not own or control. Oracle neitherevaluates nor makes any representations regarding the accessibility ofthese Web sites.

Other Information Sources

You can choose from many sources of information, including onlinedocumentation, training, and support services, to increase yourknowledge and understanding of Oracle Inventory.

If this guide refers you to other Oracle Applications documentation,use only the Release 11i versions of those guides unless we specifyotherwise.

Online Documentation

All Oracle Applications documentation is available online (HTML andPDF). The technical reference guides are available in paper format

xxii Oracle Inventory User’s Guide

only. Note that the HTML documentation is translated into overtwenty languages.

The HTML version of this guide is optimized for onscreen reading, andyou can use it to follow hypertext links for easy access to other HTMLguides in the library. When you have an HTML window open, you canuse the features on the left side of the window to navigate freelythroughout all Oracle Applications documentation.

• You can use the Search feature to search by words or phrases.

• You can use the expandable menu to search for topics in themenu structure we provide. The Library option on the menuexpands to show all Oracle Applications HTML documentation.

You can view HTML help in the following ways:

• From an application window, use the help icon or the help menuto open a new Web browser and display help about that window.

• Use the documentation CD.

• Use a URL provided by your system administrator.

Your HTML help may contain information that was not available whenthis guide was printed.

Related User Guides

Oracle Inventory shares business and setup information with otherOracle Applications products. Therefore, you may want to refer toother user guides when you set up and use Oracle Inventory.

You can read the guides online by choosing Library from theexpandable menu on your HTML help window, by reading from theOracle Applications Document Library CD included in your mediapack and on Metalink, or by using a Web browser with a URL that yoursystem administrator provides.

You can purchase printed guides from the Oracle Store athttp://oraclestore.oracle.com.

xxiiiPreface

User Guides Related to All Products

Oracle Applications User Guide

This guide explains how to navigate the system, enter data, and queryinformation, and introduces other basic features of the GUI availablewith this release of Oracle Inventory (and any other OracleApplications product).

You can also access this user guide online by choosing “Getting Startedand Using Oracle Applications” from the Oracle Applications helpsystem.

User Guides Related to This Product

Oracle Advanced Supply Chain Planning and Oracle Global ATPServer User’s Guide

This guide describes how to use Oracle’s Internet–based planningsolution for supply chain planning performance.

Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup, and referenceinformation for the Oracle Inventory implementation team, as well asfor users responsible for the ongoing maintenance of OracleApplications product data. This guide also provides information oncreating custom reports on flexfields data.

BIS 11i User Guide Online Help

This guide is provided as online help only from the BIS application andincludes information about intelligence reports, Discoverer workbooks,and the Performance Management Framework.

Oracle Bills of Material User’s Guide

This guide describes how to create various bills of materials tomaximize efficiency, improve quality and lower cost for the mostsophisticated manufacturing environments. By detailing integratedproduct structures and processes, flexible product and processdefinition, and configuration management, this guide enables you tomanage product details within and across multiple manufacturingsites.

xxiv Oracle Inventory User’s Guide

Oracle Business Intelligence System Implementation Guide

This guide provides information about implementing Oracle BusinessIntelligence (BIS) in your environment.

Oracle Flow Manufacturing User’s Guide

This guide describes how to use Oracle Flow Manufacturingfunctionality to support the processes of flow manufacturing. itdescribes design features of demand management, line design, andbalancing, and kanban planning. It also describes production featuresof line scheduling, production, and kanban execution.

• Using Oracle HRMS – The Fundamentals, which explains how toset up organizations and site locations.

• Managing People Using Oracle HRMS, which explains how toenter employees and track employee data.

• Running Your Payroll Using Oracle HRMS, which explains how toset up payroll, do withholding, run statutory reports, and payemployees.

• Managing Compensation and Benefits Using Oracle HRMS, whichexplains how to set up Total Compensation, including 401(k),health, and insurance plans.

• Customizing, Reporting, and System Administration in OracleHRMS, which explains how to customize the system and designreports.

Oracle Order Management User’s Guide

This guide describes how to enter sales orders and returns, copyexisiting sales orders, schedule orders, release orders, create price listsand discounts for orders, run processes, and create reports.

Oracle Purchasing User’s Guide

This guide describes how to create and approve purchasingdocuments, including requisitions, different types of purchase orders,quotations, RFQs, and receipts. This guide also describes how tomanage your supply base through agreements, sourcing rules andapproved supplier lists. In addition, this guide explains how you canautomatically create purchasing documents based on business rulesthrough integration with Oracle Workflow technology, whichautomates many of the key procurement processes.

xxvPreface

Oracle Shop Floor Management User’s Guide

This guide describes how to manage different stages of a product as itmoves through the shop floor., including dynamic network routings,lot transactions, lot genealogy, co–product functionality, and costinginformation.

Oracle Workflow Guide

This guide explains how to define new workflow business processes aswell as customize existing Oracle Applications–embedded workflowprocesses. You also use this guide to complete the setup stepsnecessary for any Oracle Applications product that includesworkflow–enabled processes.

Installation and System Administration

Oracle Applications Concepts

This guide provides an introduction to the concepts, features,technology stack, architecture, and terminology for Oracle ApplicationsRelease 11i. It provides a useful first book to read before an installationof Oracle Applications. This guide also introduces the concepts behind,and major issues, for Applications–wide features such as BusinessIntelligence (BIS), languages and character sets, and self–serviceapplications.

Installing Oracle Applications

This guide provides instructions for managing the installation of OracleApplications products. In Release 11i, much of the installation processis handled using Oracle One–Hour Install, which minimizes the time ittakes to install Oracle Applications and the Oracle 8i Server technologystack by automating many of the required steps. This guide containsinstructions for using Oracle One–Hour Install and lists the tasks youneed to perform to finish your installation. You should use this guidein conjunction with individual product user guides andimplementation guides.

Upgrading Oracle Applications

Refer to this guide if you are upgrading your Oracle ApplicationsRelease 10.7 or Release 11.0 products to Release 11i. This guidedescribes the upgrade process in general and lists database upgradeand product–specific upgrade tasks. You must be at either Release 10.7

xxvi Oracle Inventory User’s Guide

(NCA, SmartClient, or character mode) or Release 11.0 to upgrade toRelease 11i. You cannot upgrade to Release 11i directly from releasesprior to 10.7.

Maintaining Oracle Applications

Use this guide to help you run the various AD utilities, such asAutoInstall, AutoPatch, AD Administration, AD Controller, Relink,and others. It contains how–to steps, screenshots, and otherinformation that you need to run the AD utilities.

Oracle Applications System Administrator’s Guide

This guide provides planning and reference information for the OracleApplications System Administrator. It contains information on how todefine security, customize menus and online help, and manageprocessing.

You can order a technical reference guide for any product you havelicensed. Technical reference guides are available in paper format only.

Oracle Alert User’s Guide

This guide explains how to define periodic and event alerts to monitorthe status of your Oracle Applications data.

Oracle Applications Developer’s Guide

This guide contains the coding standards followed by the OracleApplications development staff. It describes the Oracle ApplicationObject Library components needed to implement the OracleApplications user interface described in the Oracle Applications UserInterface Standards for Forms–Based Products. It also provides informationto help you build your custom Oracle Forms Developer 6i forms so thatthey integrate with Oracle Applications.

Other Implementation Documentation

Oracle Applications Product Update Notes

Use this guide as a reference for upgrading an installation of OracleApplications. It provides a history of the changes to individual OracleApplications products between Release 11.0 and Release 11i. It includesnew features, enhancements, and changes made to database objects,profile options, and seed data for this interval.

xxviiPreface

Multiple Reporting Currencies in Oracle Applications

If you use the Multiple Reporting Currencies feature to recordtransactions in more than one currency, use this manual beforeimplementing Product Name. This manual details additional steps andsetup considerations for implementing Product Name with this feature.

Multiple Organizations in Oracle Applications

This guide describes how to set up and use Product Name with OracleApplications’ Multiple Organization support feature, so you can defineand support different organization structures when running a singleinstallation of Product Name.

Oracle Workflow Guide

This guide explains how to define new workflow business processes aswell as customize existing Oracle Applications–embedded workflowprocesses.You also use this guide to complete the setup steps necessaryfor any Oracle Applications product that includes workflow–enabledprocesses.

Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup and referenceinformation for the Product Name implementation team, as well as forusers responsible for the ongoing maintenance of Oracle Applicationsproduct data. This manual also provides information on creatingcustom reports on flexfields data.

Oracle eTechnical Reference Manuals

Each eTechnical Reference Manual (eTRM) contains database diagramsand a detailed description of database tables, forms, reports, andprograms for a specific Oracle Applications product. This informationhelps you convert data from your existing applications, integrateOracle Applications data with non–Oracle

Oracle Applications User Interface Standards for Forms–Based Products

This guide contains the user interface (UI) standards followed by theOracle Applications development staff. It describes the UI for theOracle Applications products and how to apply this UI to the design ofan application built by using Oracle Forms.

xxviii Oracle Inventory User’s Guide

applications, and write custom reports for Oracle Applicationsproducts. Oracle eTRM is available on Metalink

Oracle Manufacturing APIs and Open Interfaces Manual

This manual contains up–to–date information about integrating withother Oracle Manufacturing applications and with your other systems.This documentation includes API’s and open interfaces found in OracleManufacturing.

Oracle Order Management Suite APIs and Open Interfaces Manual

This manual contains up–to–date information about integrating withother Oracle Manufacturing applications and with your other systems.This documentation includes API’s and open interfaces found in OracleOrder Management Suite.

Oracle Applications Message Reference Manual

This manual describes all Oracle Applications messages. This manual isavailable in HTML format on the documentation CD–ROM for Release11i.

Training and Support

Training

We offer a complete set of training courses to help you and your staffmaster Oracle Applications. We can help you develop a training planthat provides thorough training for both your project team and yourend users. We will work with you to organize courses appropriate toyour job or area of responsibility.

Training professionals can show you how to plan your trainingthroughout the implementation process so that the right amount ofinformation is delivered to key people when they need it the most. Youcan attend courses at any one of our many Educational Centers, or youcan arrange for our trainers to teach at your facility. We also offer Netclasses, where training is delivered over the Internet, and manymultimedia–based courses on CD. In addition, we can tailor standardcourses or develop custom courses to meet your needs.

xxixPreface

Support

From on–site support to central support, our team of experiencedprofessionals provides the help and information you need to keepOracle Inventory working for you. This team includes your TechnicalRepresentative, Account Manager, and

Oracle’s large staff of consultants and support specialists with expertisein your business area, managing an Oracle server, and your hardwareand software environment.

Do Not Use Database Tools to Modify Oracle Applications Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus,database triggers, or any other tool to modify Oracle Applicationsdata unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change,retrieve, and maintain information in an Oracle database. But if youuse Oracle tools such as SQL*Plus to modify Oracle Applications data,you risk destroying the integrity of your data and you lose the ability toaudit changes to your data.

Because Oracle Applications tables are interrelated, any change youmake using an Oracle Applications form can update many tables atonce. But when you modify Oracle Applications data using anythingother than Oracle Applications forms, you might change a row in onetable without making corresponding changes in related tables. If yourtables get out of synchronization with each other, you risk retrievingerroneous information and you risk unpredictable results throughoutOracle Applications.

When you use Oracle Applications forms to modify your data, OracleApplications automatically checks that your changes are valid. OracleApplications also keeps track of who changes information. But, if youenter information into database tables using database tools, you maystore invalid information. You also lose the ability to track who haschanged your information because SQL*Plus and other database toolsdo not keep a record of changes.

About Oracle

Oracle Corporation develops and markets an integrated line ofsoftware products for database management, applications

xxx Oracle Inventory User’s Guide

development, decision support and office automation, as well as OracleApplications. Oracle Applications provides the E–business Suite, afully integrated suite of more than 70 software modules for financialmanagement, Internet procurement, business intelligence, supply chainmanagement, manufacturing, project systems, human resources andsales and service management.

Oracle products are available for mainframes, minicomputers, personalcomputers, network computers, and personal digital assistants,enabling organizations to integrate different computers, differentoperating systems, different networks, and even different databasemanagement systems, into a single, unified computing and informationresource.

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C H A P T E R

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1 – 1Setting Up

Setting Up

his chapter provides information about setting up Oracle Inventoryas well as other integrated Oracle Applications, including these topics:

• Overview of Setting Up: page 1 – 2

• Setup Flowchart: page 1 – 3

• Setup Checklist: page 1 – 5

• Setup Steps: page 1 – 9

• Inventory Profile Options: page 1 – 25

• Implementing Profile Options Summary: page 1 – 25

1 – 2 Oracle Inventory User’s Guide

Overview of Setting Up

This section contains an overview of each task you need to complete toset up Oracle Inventory.

Set Up Oracle Applications Technology

The setup steps in this chapter tell you how to implement the parts ofOracle Applications specific to Oracle Inventory.

The Implementation Wizard guides you through the entire OracleApplications setup, including system administration. However, if youdo not use the Wizard, you need to complete several other setup steps,including:

• performing system–wide setup tasks such as configuringconcurrent managers and printers

• managing data security, which includes setting up responsibilitiesto allow access to a specific set of business data and complete aspecific set of transactions, and assigning individual users to oneor more of these responsibilities

See Also

Oracle Applications System Administrator’s Guide

Before you set up Oracle Inventory, you should:

• Set up an Oracle Applications System Administratorresponsibility. See: Setting Up Oracle Applications SystemAdministrator, Oracle Applications System Administrator’s Guide.

• Set up your Oracle Applications Set of Books. See: Defining Setsof Books, Oracle General Ledger User’s Guide.

1 – 3Setting Up

Setup Flowchart

Some of the steps outlined in this flowchart and setup checklist areRequired and some are Optional. Required Step With Defaults meansthat the setup functionality comes with pre–seeded, default values in thedatabase; however, you should review those defaults and decidewhether to change them to suit your business needs. If you want orneed to change them, you should perform that setup step. You need toperform Optional steps only if you plan to use the related feature orcomplete certain business functions.

You may not need to perform some of the setup steps if you havealready performed a common–application setup (setting up multipleOracle Applications products).

1 – 4 Oracle Inventory User’s Guide

1 – 5Setting Up

Setup Checklist

The following table lists setup steps and a reference to their locationwithin the Wizard. For a detailed description of AIW reference levels,see the Oracle Applications Implementation Wizard User’s Guide. After youlog on to Oracle Applications, complete these steps to implement OracleInventory:

StepNo.

Required Step Title AIW Level

Step 1 Required Define Items Flexfield CommonApplications

1 – 6 Oracle Inventory User’s Guide

Step 2 Required Define Item Categories Flexfield CommonApplications

Step 3 Required Define Item Catalog Group Flexfield CommonApplications

Step 4 Required Define Stock Locators Flexfield CommonApplications

Step 5 Required Define Account Aliases Flexfield CommonApplications

Step 6 Required Define Sales Orders Flexfield CommonDistribution

Step 7 Optional Define Locations CommonDistribution

Step 8 Optional Define Employees CommonApplications

Step 9 Optional Define Organization Calendar CommonApplications

Step 10 Required Define Organizations CommonApplications

Step 11 Optional Define Organization Parameters CommonApplications

Step 12 Required Change Organizations CommonApplications

Step 13 Required Define Intercompany Relations CommonDistribution

Step 14 Optional Define Receiving Options CommonDistribution

Step 15 Optional Define Picking Rules CommonApplications

Step 16 Optional Define ATP Rules CommonApplications

Step 17 Optional Define Planners OracleInventory

Step 18 Required Define Unit of Measure Classes CommonApplications

Step 19 Optional Define Unit of Measure CommonApplications

Step 20 Optional Define Unit of Measure Conversions CommonApplications

Step 21 Required Define Subinventories CommonApplications

1 – 7Setting Up

Step 22 Optional Define Stock Locators OracleInventory

Step 23 Required Define Item Attribute Controls OracleInventory

Step 24 Required Define Categories OracleInventory

Step 25 Required Define Category Set OracleInventory

Step 26 Required Define Default Category Sets OracleInventory

Step 27 Required Define Statuses CommonApplications

Step 28 Optional Define Item Catalog Groups OracleInventory

Step 29 Optional Define Item Types OracleInventory

Step 30 Optional Define Item Templates OracleInventory

Step 31 Optional Define Items OracleInventory

Step 32 Optional Define Cross–Reference Types OracleInventory

Step 33 Optional Define Item Delete Constraints CommonApplications

Step 34 Required Define Cost Types CommonApplications

Step 35 Optional Define Cost Activities CommonApplications

Step 36 Optional Define Material Sub–Elements CommonApplications

Step 37 Optional Define Material Overheads CommonApplications

Step 38 Optional Define Default Material Overhead Rates CommonApplications

Step 39 Optional Define Freight Carriers CommonApplications

Step 40 Optional Define Organization Shipping Network OracleInventory

Step 41 Optional Define Shipping Methods OracleInventory

1 – 8 Oracle Inventory User’s Guide

Step 42 Optional Define Movement Statistics Parameters OracleInventory

Step 43 Optional Define Economic Zones OracleInventory

Step 44 Optional Define Account Aliases OracleInventory

Step 45 Optional Define Transaction Source Types CommonApplications

Step 46 Optional Define Transaction Types CommonApplications

Step 47 Optional Define Transaction Reasons CommonApplications

Step 48 Optional Define Purchasing Options CommonApplications

Step 49 Required Define Accounting Periods CommonApplications

Step 50 Optional Request Interface Managers CommonApplications

Step 51 Required Set Profile Options OracleInventory

Step 52 Optional Define Container Types CommonDistribution

Step 53 Optional Define Commodity Codes CommonDistribution

Step 54 Optional Define Customer Items CommonDistribution

Step 55 Optional Define Customer Item Cross References CommonDistribution

Step 56 Optional Define Notification List OracleInventory

Step 57 Optional Define Shortage Parameters OracleInventory

Step 58 Optional Define Kanban Pull Sequences OracleInventory

Step 1

Step 2

Step 3

1 – 9Setting Up

Setup Steps

Define Your System Items Flexfield (Required)

You must design and configure your System Items Flexfield before youcan start defining items. You must indicate how many separatesegments your flexfield has, how many characters each segment has,and whether you want to validate the values that you assign to thesegments. Once you define the structure of your flexfield and anyapplicable value sets, you must freeze and compile your flexfielddefinition.

All Oracle Applications products that reference items share the SystemItems Flexfield and support multiple segment implementations.Therefore, if you have already configured this flexfield while setting upanother product, you do not need to perform this step.

For this and the following five steps, see: Oracle Inventory Flexfields:page B – 2, Key Flexfield Segments, Oracle Flexfields User’s Guide, KeySegment Values, Oracle Flexfields User’s Guide, and Value Sets, OracleFlexfields User’s Guide.

Define Your Item Categories Flexfield (Required)

You must design and configure your Item Categories Flexfield beforeyou can start defining items since all items must be assigned tocategories. You must indicate how many separate segments yourflexfield has, how many characters each segment has, and whether youwant to validate the values that you assign to the segments. Once youdefine the structure of your flexfield and any applicable value sets, youmust freeze and compile your flexfield definition. Compiling theflexfield definition enables the Item Categories Flexfield pop–upwindow.

You can define multiple structures for your Item Categories Flexfield,each structure corresponding to a different category grouping scheme.You can then associate these structures with the categories and categorysets you define.

Define Your Item Catalog Group Flexfield (Required)

If you make entries for your items in a standard industry catalog orwant to group your items according to certain descriptive elements, youneed to configure your Item Catalog Group Flexfield. You must indicatehow many separate segments your flexfield has, how many characterseach segment has, and whether you want to validate the values that you

Step 4

Step 5

1 – 10 Oracle Inventory User’s Guide

assign to the segments. Once you define the structure of your flexfieldand any applicable value sets, you must freeze and compile yourflexfield definition. Compiling the flexfield definition enables the ItemCatalog Group Flexfield pop–up window.

Even if you do not use item cataloging, you must enable at least onesegment and compile this flexfield before you can define items.

Define Your Stock Locators Flexfield (Required)

If you keep track of specific locators such as aisle, row, bin indicators foryour items, you need to configure your Stock Locators Flexfield andimplement locator control in your organization. You must indicate howmany separate segments your flexfield has, how many characters eachsegment has, and whether you want to validate the values that youassign to the segments. Once you define the structure of your flexfieldand any applicable value sets, you must freeze and compile yourflexfield definition. Compiling the flexfield definition enables the StockLocators Flexfield pop–up window.

Even if you do not implement locator control, you must still compile theStock Locators Flexfield because all Oracle Inventory transaction andon–hand inquiries and reports require a frozen flexfield definition.However you do not need to configure the flexfield in a specific way.

Note: Whenever you recompile the stock locator fielddefinition, you must run the concurrent program Generate StockLocator Flexfield Definition for Mobile Transactions torecompile the flex definition used for mobile transactions.

Note: . If you use Mobile Supply Chain Applications orWarehouse Management, you need to bound the server to viewthe change.

Define Your Account Aliases Flexfield (Required)

If you want to define logical references to frequently used accountnumber combinations and use them as transaction source types, youneed to configure your Account Aliases Flexfield and define accountaliases. You must indicate how many separate segments your flexfieldhas, how many characters each segment has, and whether you want tovalidate the values that you assign to the segments. Once you define thestructure of your flexfield and any applicable value sets, you mustfreeze and compile your flexfield definition. Compiling the flexfielddefinition enables the Account Aliases Flexfield pop–up window.

Even if you do not use account aliases, you must still compile theAccount Aliases Flexfield because all Oracle Inventory transaction

Step 6

Step 7

Step 8

Step 9

1 – 11Setting Up

inquiries and reports require a frozen flexfield definition. However, youdo not need to configure the flexfield in a specific way.

Define Your Sales Orders Flexfield (Required)

If you want to ship items from inventory to meet customer demand asspecified in a sales order, regardless of whether you are using OracleOrder Management, you must configure your Sales Orders Flexfield.You must indicate how many separate segments your flexfield has, howmany characters each segment has, and whether you want to validatethe values that you assign to the segments. Once you define thestructure of your flexfield and any applicable value sets, you mustfreeze and compile your flexfield definition. Compiling the flexfielddefinition enables the Sales Orders Flexfield pop–up window.

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

Define Your Locations (Optional)

Define names and addresses for the locations you use within yourorganization as well as the location you use for the organization itself.Oracle Inventory and other Oracle Applications products use locationsfor requisitions, receiving, shipping, billing, and employee assignments.See: Setting Up Site Locations, Oracle Human Resource ManagementSystems User’s Guide.

Define Your Employees (Optional)

Enter the names, addresses, and other personal details of youremployees. Oracle Inventory uses this information as the QuickPicksource for employee fields in your application. Employee information isused primarily to record the employees who perform your cycle andphysical inventory count