Overview of Oracle Inventory

Describe the overall inventory process from receipt to issue

Describe the key integration points between Oracle Inventory and other Oracle Applic

Inventory Structure

Describe Inventory Organization

Describe the structure of an Inventory Organization

Describe the multi-organization structure in Oracle Applications

Use the organization reports

Set up Inventory parameters, sub inventories, and locators

Set up the organization profile options

Describe organization implementation considerations

Units of Measure

Define units of measure

Use units of measure reports

Use units of measure setup options

Describe units of measure implementation considerations

Defining and Maintaining Items

Define, setup and maintain items,

Use item templates

Use item control levels

Use item categories and catalogs

Use organization reports

Implement item profile options

Describe implementation considerations for items

Lot and Serial Control

Describe lots

Describe parent and child lots

Describe shelf life and lot actions

Describe grade control

Describe serial control

Describe lot and serial genealogy

Use the lot and serial reports

Implement the lot and serial profile options

Describe implementation considerations for lot and serial control

Transaction Setup

Describe transactions and move orders

Define transaction managers, transaction types, and transaction reas

Define inventory picking rules

Define inventory account aliases

Set up move orders

Describe Period Close Process within Inventory

Use Alerts Notifications and Reports

Set up Profile Options

Describe implementation considerations for transaction setup

Issuing and Transferring Material

Perform Transactions

Manage Receipts

Perform Move Orders

Understand Transactions Reports

On-hand and Availability

Explain availability

View on-hand quantities

Describe the uses of the material workbench

Create ATP rules, time fences and supply/demand sources

Manage Reservation

Implement on-hand and availability profile options

Use on-hand and availability reports

Describe on-hand and availability implementation considerations

Material Status Control

Explain material status

Set up material status properties

Describe key material status implementation considerations

Inventory Replenishment

Perform forecasting

Explain reorder-point planning

Perform min-max planning

Perform replenishment counting

Set up inventory planning profile options

Generate kanban cards

Identify Implementation Considerations for Inventory Replenishment

Inventory Accuracy

Create an ABC compile

Define and maintain a cycle count

Define a physical inventory

Demonstrate count adjustments and approvals

Use inventory accuracy reports

Set up inventory accuracy profile options

Explain key inventory accuracy implementation considerations

Table Information

Identify the Oracle Inventory tables

Access eTRM

Procure to Pay Lifecycle Overview

Oracle Purchasing Overview

Enterprise Structure: Locations, Organizations, and Items

Describe the Oracle Applications Enterprise Structure at a high level

Explain Multi-Org Considerations in defining Inventory Orgs

Suppliers

Explain Global vs Local suppliers

Document Security, Routing and Approval

Define your document security and access levels

Explain Multi-Org Considerations in defining document approval and routing process (including across Business Groups)

RFQs and Quotations

Create RFQs

Describe implementation considerations for RFQs and quotations

Approved Supplier Lists and Sourcing Rules

Define supplier statuses

Understand Intercompany sourcing rules and processes

Requisitions

Create purchase requisitions

Describe the Procure to Pay process flow  

Describe the key areas in the Procure to Pay process  

Describe how the Procure to Pay process fits into the Oracle E-Business Suite of applications 

Describe how the Procurement process fits into the Procure to Pay lifecycle 

Describe the Procurement process flow  

Describe the key areas in the Procurement process  

Identify Purchasing integration points  

Identify Purchasing open interfaces and APIs 

Describe the process for defining Inventory Organizations and Locations 

Define suppliers 

Define supplier sites  

Manage suppliers  

Identify standard reports for suppliers 

Define setup options for suppliers 

Identify and define additional implementation considerations for suppliers 

Define your document approval and routing process 

Identify key reports related to document security and routing 

Describe setup options for document security, routing and approval 

Identify implementation considerations for document security 

Create quotations 

Identify key reports related to RFQs and quotations 

Describe setup options for RFQs and quotations 

Set up and use an approved supplier list 

Set up and use sourcing rules 

Describe how sourcing information defaults to requisitions and purchase orders 

Describe implementation considerations for approved supplier lists and sourcing rules 

Create Internal Requisitions 

Describe requisition document interfaces 

Identify standard reports for requisitions 

Define setup options for requisitions 

Purchase Orders

Identify additional implementation considerations for purchase orders

Automating Document Creation

Use the Auto Create window to automate the creation of purchase documents

Professional Buyer’s WorkCenter

Use the Buyer’s Work Center to manage requisitions

Describe how the Buyer’s Work Center is the buyer’s desktop for negotiations and supplier management

Receiving

Describe the process of receiving goods

Identify implementation considerations for receiving

Purchasing Accounting

Describe the period closing process in Purchasing

Describe implementation considerations for purchasing accounting

Purchasing Administration

Identify Purchasing administration and maintenance tasks

Describe implementation considerations for purchasing administration

Appendix A - Setup Steps

Identify key setup Reports

Describe setup options and implementation considerations for setup

Identify additional implementation considerations for requisitions 

Create standard, blanket, contract, and planned purchase documents 

Create purchasing document releases 

Describe purchasing document interfaces 

Maintain purchase orders 

Identify standard reports for purchase orders 

Define setup options for purchase orders 

Use the "Create Releases" program to automatically generate blanket purchase agreement releases 

Use the "PO Create Documents" workflow to automate the creation of purchase documents without buyer  intervention

Use the Buyer’s Work Center to create and manage standard purchase orders and blanket purchase agreements 

Describe receipt routing 

Describe receipt processing methods 

Create standard, express, and cascade receipts 

Describe substitute receipts, unordered receipts, returns and corrections 

Describe pay on receipt 

Describe Receiving Open Interface 

Identify key receiving reports 

Describe receiving setup options 

Describe key accounts, accounting event s and accounting entries 

Create requisitions and purchase orders in foreign currency 

Identify key reports for purchasing accounting 

Describe setup options for purchasing accounting 

Identify key concurrent processes 

Describe setup sequence 

Describe key reports for setup 

Overview of Oracle Order Management

Overview of Oracle Order Management

What is Oracle Order Management?

Order Capture and Order Fulfillment

Oracle Order Management Capabilities

Order to Cash Lifecycle

Integration with Other Products

Multiple Organization Access Control Setup

Organization Structure in Oracle Applications

Multi-Org Access Control (MOAC)

Using MOAC in Oracle Order Management

Setting Up MOAC

Oracle Inventory Setup for Oracle Order Management

Receipt to Issue Lifecycle

Inventory Organizations

Setting Up Locations

Inter-organization Shipping Networks

Unit of Measure Conversions

Order Management Item Attributes

Item Relationships

Oracle Receivables Setup for Oracle Order Management

Overview of Trading Community Architecture

Key Customer Related Concepts in TCA

Adding Customers in Order Management

Defining Payment Terms

Defining Territories in Receivables

Defining Invoice Sources (Batch Source) – Automatic Transaction Numbering

Oracle Order Management Setup Steps

Overview of Quick Code or Lookup Types

Overview of Transaction Types Window

Workflow in Transaction Types

Setting up Processing Constraints

Defining Defaulting and Item Orderability Rules

Setting up Versioning and Audit History

Auto-Schedule and Delay Schedule Profile Options

Defining Credit Usage Rule Sets

Holds, Order Purge, and Exception Management Setup

Seeded Holds

Generic Holds

Specifying Holds Framework

Order and Quote Purge

Purge Sets

Basic Pricing Setup

Overview of Pricing in the Order to Cash Process

Creating a Price List

Secondary Price List

Copy Price List

Price List Maintenance: Overview

Add Items to Price List

Implementation Steps: Setting Key Profile Options

Overview of Shipping Execution

Shipping Execution Flow

Delivery and Delivery Lines

Trips and Stops

Delivery Leg

Ship Confirm

Shipping Execution Setup

Granting Roles To Users

Freight Carriers

Transit Times

Delivery Compliance Screening

Running Pick Release

Pick Slip Grouping Rule

Auto Create Deliveries

Release Sales Orders for Picking Window

Order Entities and Order Flows

Order to Cash Lifecycle with Standard Items

Order to Cash Lifecycle with PTO Models and PTO Kits

Drop Shipments

Drop Shipments Across Ledgers

Back-to-Back Orders

Managing IR-ISO Changes

Sales Agreements

Negotiation Agreement