r12 features presentation inventory management

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1 Your friend in the business. Oracle Inventory Management R12 Features and Highlights

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Page 1: R12 features presentation inventory management

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Your friend in the business.

Oracle Inventory ManagementR12 Features and Highlights

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R12 Features-Inventory Management

• Material status control • Lot genealogy and advanced lot control • Purchasing by revision yet not tracking revisions in inventory • Dual unit of measure control• Increased move order allocation flexibility • Material aging workflow• Reserving expected supply such as purchase orders• Inter-org and RMA packing slips

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INV: Material Status Control

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Design Beta ProductionMaintain / Service

Obsolete

Item Status(item master)

Uninspected Immature Active Expired

Material Lifecycle(each individual inventory instance of an item)

Defective

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Material Status Control:

• Provides a granular control over each inventory transaction that applies to specific material within the warehouse or manufacturing facility

• Restricts the movement and usage of portions of on-hand inventory.• Controls allowed and disallowed transaction types.• Can determine whether products with a particular status can be

reserved, included in ATP calculations or netted in production planning.

• Material Status can be assigned at four levels:• Subinventory• Locator• Lot• Serial

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On-hand Material Status

• Allows strict separation of responsibility between material transfer and status update

• Allows multiple statuses for a lot in different locators AND multiple statuses for different lots in the same locator

• Track and update status of material at the on-hand level (e.g. item/subinventory/locator/lot combination)

On hand status

Lot A: QCHOLD Lot B: QCHOLD

Lot A: USEATRISK Lot C: ACTIVE

Loc: RECV

Loc: MFG-STAGE

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Material Status Examples

Shipping forcustomers

Picking,Shipping,andProduction

None

AllSubinventorytransfers

Picking orShippingforinternal orders

Picking forcustomer

Disallows

Allows

Status Active Hold ImmatureAlmostMature

Picking orShippingfor customers

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Enable Material Status Control on Transaction Types:

Specify which transaction type is restricted by status

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Define Material Status Code:

Specify planning attributes for

material status

Specify allowed & disallowed

transations for material status

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Implementation ConsiderationsImplementation Tips / Best Practices

Subinventory / locator status

Sub MRB: Hold Sub EACH: Active

Lot A: Immature Lot B: Mature

• When is material status at subinventory/Locator level appropriate?

• Material of different status separated into different locations

• Update status of material by transferring material to sub/loc of desired status

• When is material status at onhand level appropriate? – Two lots will have different lot status across in the

same subinventory – Update status of material without moving the

material

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Serial status

SN: 223356

Defective Active

SN: 223356

– When is material status at serial level appropriate?

• Status assigned to each serial• Status of material updated by:

– Update status of serial number– Move material to sub/loc of desired

status (non on-hand material status orgs only)

• Tracking planning attributes (nettable/ATPable/reservable) not required

Implementation ConsiderationsImplementation Tips / Best Practices

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INV: Lot genealogy & advanced lot control

Lot Genealogy Enhancements:

• Highlight a particular item lot on the genealogy tree and toggle between the Where Used and Source tabs using the highlighted item lot as the top level node in the tree structure. This allows the user to refresh the tree with a different top level node without being forced to go back to the query window.

• The lot and serial genealogy inquiries have been consolidated. Users now have a combined view of lot and serial genealogy in one inquiry.

• The users can see the direct genealogy construct between the parent lot assembly and child lot components in the genealogy form.

• Through a new tab on the genealogy form, users can now directly access Oracle Discrete or OPM Quality’s inspection results.

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Lot Genealogy form:

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Advanced Lot Control: New lot attributes introduced

Lot Expiration: Retest Interval, Expiration Action Interval, Expiration

New Lot Expiration Attributes

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Lot : Maturity Days, Hold Days, Grade Controlled, Default Grade

New Lot Attributes

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Child Lot : child lot Enabled, Child Generation, Prefix, Starting Number, Copy Lot Attributes, Format Validation

New Child Lot Attributes to enable sublot

control

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Lot level UOM Conversion:

• Conversions can be created or modified for specific lots• Lot level conversions automatically stored as a part of initial receipt

transactions for item.• Update conversions for the lot and automatically adjust on hand

balances accordingly• View Lot level conversions in lot maintenance form

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Lot Indivisibility:

Indicates whether lots for this item

can be divided

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INV: Purchasing by revision

• Purchasing by revision has been enhanced to be used for items which are revision controlled when purchased, but not revision controlled in inventory

• The profile option “INV: Purchasing by Revision” controls whether an item revision be specified on purchase requisitions generated by Min-Max, Reorder point or Kanban planning

• Purchasing by Revision has been enhanced to be used for non-revision controlled items, as well as revision controlled items.

• The latest revision will be defaulted onto the purchase requisition.

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Purchasing by Revision: Setup and Process

Setup Min-Max Planning, Re-order Point Planning, or Kanban Replenishment

INV SETUP

Enable PurchasingBy Revision

Run Min-Max Planning, Re-order Point Planning, or replenish Kanban

Generate purchase requisitions

PROCESS

Create non-revision controlled item

Create item revision

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INV: Dual Unit of Measure control

• Transact, reserve, check on-hand and availability in multiple units of measure

• Even without constant conversion, quantity can be tracked in two units of measures.

• For planning and costing, primary units of measure is used• Oracle Receiving, Shipping Execution, Order Management,

Inventory, WMS and process manufacturing modules honor dual UOM

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Dual Unit of Measure: Setup

Define tracking for

single or dual UOM

Specify defaulting logic for

secondary UOM

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Dual Unit of Measure: Transaction

Enter Secondary quantity during

transaction

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Dual Unit of Measure: On-hand Material

View on-hand and

availability in both UOMs

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INV: Material Aging Workflow• Material aging workflow allows user to be notified about specific

date attributes of lot or serial.• A Concurrent request is designed to take action on any date

attributes like Expiration date, retest date, maturity date or other types of dates.

• Default workflow sends notification, but can be customized to support any functionality.

• This workflow can be leveraged to create work orders, send notifications to planners, update material status or request a movement of expired product to a quarantine or inspection area.

• This functionality is offered in a new concurrent request in Oracle Inventory which can search for any date attribute of a lot or serial and will initiate the workflow for the lot or serial if the date attribute is within a user specified range around the current date.

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INV: Reserving Expected Supply such as Purchase Orders

• Reservations functionality now supports reservations to expected supplies such as purchase orders, internal requisitions, ASNs, work orders and process manufacturing batches.

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INV: Inter-org & RMA packing slips

• Inventory Packing slip can be printed for non customer shipments like inter org transfers, return to vendor, etc.

• This report needs to be printed manually upon completing inventory transaction.

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Packing Slip: Report Output sample

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Questions and Answers?