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R12 Inventory Features
R12 Inventory Features
R12 Inventory Features
Locations
Setting Up Locations
Define information describing the physical location of employees and organization Locations are shared between Oracle Inventory, Oracle Purchasing and Oracle Human Resources Management Systems. Locations flagged as global locations are available to all business groups Associate organization with only one location,however you can associate more than one organization with same location
Defining Organizations
Sample Inventory Organization
Ledger Operating Unit
Inventory Organization A
Inventory Organization B
Subinventor y Locator
Subinventor y Locator
Subinventor y Locator
Multi-Organization Structure
Enables you to consolidate your operations under one installation of Oracle Applications on a single global instance Enables you to keep transactions data secure by line of business
Multi-Organization Structure
Inventory Parameters
Enables you to
Setup organization information Enable specific products and features
Product Features
Oracle Process Execution Oracle Enterprise Asset Management Oracle Warehouse Management
Costing Parameters
Which Costing method is the organization going to use?
Standard Average FIFO ( First in First Out)
Costing method where items that were received earliest are transacted first
Interorganization Parameters
The Inter-organization Information tab enables you to determine the parameters the organization uses when it transfers material between organizations
DM1 Organization
DM2 Organization
Physical or logical separation of material At least one subinventory must be defined for each organization
Subinventory
Locator control
Locators are structures within sub inventories Locators may represent rows, aisles or bins in warehouse Dynamic Locators
Generate during a transaction as needed
Static Locators
Predefined
Organizational Hierarchy
Assign items to organizations Copy item attributes View item information Open and Close accounting information Purge Transactions
Organization Reports
Report Item-subinventory Report Locator Quantities Report Subinventory Quantities Report Freight Carrier Listing Inter-organization Shipping Information Listing Description Lists items assigned to sub inventories Shows the inventory item quantities stored in specific locators Shows the inventory item quantities by subinventory Lists the freight carrier codes for the current organization Lists the shipping networks for the current organization
Organization Reports
Report Locator Listing Organization Parameters Listing Subinventory Listing
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Description Lists the locators for the current organization Lists the organization parameters for the current organization Lists the sub inventories for the current organization Displays all organizations belong to a legal entity that are not assigned to an organization hierarchy
Profile Options
Profile Option Description INV: Allow Inventory Asset to Transfer Indicates whether you can transfer an item from expensed sub inventory to an asset location INV: Inter-Organization Currency Conversion Indicates the currency conversion for inter organization transfers between organizations using different currencies Indicates whether back flush transactions can drive the inventory negative even if inventory parameter allow negative balances unchecked
What is an Item
An item is a part or services you
Purchase Sell Plan Manufacture Stock Distributive Prototypes
Defining Items
Use the Master item window to define and update items and item attributes
An item master Organization is a logical entity that you use to define items
Item Attributes
Item attributes are the collection of information about an item.
Item Status
When you define an item you use the item status attribute to assign an item status
Tracking
The System can track the Item in either the primary only or the primary and secondary Unit of Measure. If the system tracks the item by the primary and secondary unit of measure this is called the dual unit of measure control.
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System stores inventory in both the primary and secondary units of measure Enter an item quantity in one unit of measure, and the system converts the quantity to the secondary units of measure and displays both the quantities.
Item attributes describe an item Status attributes are item attributes that enable the key functionality of an item. Status Attributes and Functionality Status Attribute Stockable Transactable Functionality Area Inventory Inventory, Order Management, Purchasing, Work in Process Functionality Enables you to store the item in an asset subinventory Enables you to transact the item in Oracle Inventory, Oracle Order Management,Oracle Purchasing and Oracle Work in Process
Functionality Enables you to place the item on a Purchase Order Enables you to build the item on a discrete job, a repetitive schedule or both Enables you to place the item on Sales Order for the item Enables you to create an internal Sales Order for the item
Build in WIP
Work in Process
Functionality Enables you to create the bills of material for the item Enables you to create an invoice for an item Enables you to create a recipe or formula for this item in the process manufacturing Enables you to use the item in the production batch as an ingredient, product or byproduct
Invoice Enabled
Receivables
Recipe enabled
Process Manufacturing
Process Manufacturing
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Purchasable set to No Inventory Item is set to No or BOM Item Type is NOT set to Standard Customer ordered item is set to No Internal ordered item set to No
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Inventory Item is set to No Invoiceable item set to No Inventory or Recipe Enabled flag set to No
Item attribute relationships When you define an item , Oracle Inventory enforces
particular relationships between some of the item attributes
Required attributes Interdependent attributes Updateable attributes Control level dependencies
An item template can be assigned when you create or update an inventory item. The template contains values for any number of item attributes
Enabling attributes in a template Enable item attributes and assign them values in each template that you create When you apply template to an item,Oracle Inventory updates only the attributes that are enabled for the template Define templates with relatively few attributes enabled because you can apply more than one template to define one item
Item Templates
Control levels
Master Level Controls
An attribute you maintain at the master level has identical values across all organizations that use the Item
Organization-Level Control
An attribute you maintain at the Organization level may have different values for each organization that uses it.
Attribute Control
Some attributes can be maintained at only the master level or organization level. Units of measure are controlled at the Master level. If you are using multiple organizations, then you should maintain min-max planning at the organization level.
Revision Control
A revision is a particular version of an item, bill of material, or routing. Use the Revision control to track the item quantities by item revision and specify a revision for each material transaction. Enable revision control for items you must track version changes that are significant enough to track but do not affect the function and feature of the item. You cannot change the revision control item attributes when an item has quantity on hand
Revision Control
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If revision control is controlled at the master item level, the check for on-hand quantity is against the sum of on-hand quantity in all child organizations. If revision control is controlled at the organization level, the check for on-hand quantity is against the sum of on-hand quantity in that organization Use letters, numbers, and characters such as A, A1, 2B, and so on to define revision numbers
Item Relationship
You can define relationship between items. This allows you to search for items through these relationships.
When you install Oracle Inventory, you must assign default Category set
Inventory Purchasing Order Management Costing Engineering and Planning
Item Catalog
Item catalogs enable you to add descriptive information to items and to partition your Item Master into groups of items that share common characteristics
If you decided to purge the item immediately after defining it and before using it anywhere in the system you will be able to delete it.
Deletion Constraints
If you want to enforce specific business rules and add custom checks before Oracle Inventory allows deletion of an item, you must define item deletion constraints to supplement the standard predefined item deletion conditions The major use of item deletion is to correct the data entry errors
For example, if you defined an item with the wrong primary unit of measure,you can use the delete function to remove the item from your database. If you decide to purge the item immediately after incorrectly defining it and before using it anywhere in the system, you will be able to delete it.
Deletion Constraints
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After an item is used, for example in an assembly Oracle Inventory automatically creates references to it. Oracle Inventory checks all possible references to an item and does not allow it to be deleted until every reference is removed
Item Reports
Report Item statuses Report Item Template Listing Description Lists Item Statuses Lists item template definitions
Customer Item Commodity Codes Listing Lists customer item commodity cods and inactive dates Customer Item Cross Reference Report Lists customer item cross references
Item Reports
Report Customer Items Report Inactive Items Report
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Description Lists customer items Lists items that have not had inventory transaction since the date you specify Assigns an item, range of items, category set or range of categories to multiple organizations belonging to the same Item Master Organization. Lists comprehensive item information
Profile Options
Profile Option INV: Default Status Description Indicates the default item status when you define an item Indicates which flex field is used to define items in MTL_SYSTEM_ITEMS This profile option determines the price for Model & options or configured items. The available options are Yeas and No.this profile option is only update at the site level
Profile Options
Profile Option INV: Default Item Template
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Description This profile option enables you to set a default item template for all items you create This profile option communicates to the receiving pages of the mobile device to use assignments for this particular cross reference type to validate the items while receiving receipt This profile option enables you to show only current organization employees in the people LOV of the category grants window
Lot Control
A lot can represent a quantity of an item that shares the same specifications. You can divide each lot into child lots that can reflect whatever characteristics you choose for items within a lot.
When you allocate stock for production, you can allocate specific lots to a production batch based on the potency, age or other item characteristics. Items under lot control assign lot numbers to each receipt, and thereafter reference the same lots each time you perform material transactions, enables to have tight control over lot controlled items in your inventory.
Lot Control
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Child Lots
Child lot is a subdivision of a lot that you can use if you produce a lot over a period of time, but still want to group the material as a single lot.
Shelf life days Retest interval Expiration action interval and action
Grade Control
Grade
Assigning lots
Managing Lots
Pre assign on lot master Assign during transactions Add quantities to existing lots Split Inventory receipts into several lots
Maintain Lots
Update lot expiration date View lot information View Supplier lot information
An expired lot
Expired Lots
Is not considered as on hand supply when you are performing Min-Max, reorder point,or MRP planning calculations Cannot be reserved for a date beyond the expiration date Can be transacted and is included in on-hand quantities Included in all inquiries and reports, including inventory valuation reports Included in a cycle count and count entry and adjustments are allowed Included in a physical inventory and tag entry and adjustments are allowed
Disabled Lot
Disabled Lots
Is included in available to transact, available to promise, and to available to reserve calculations Is included as on-hand supply when you are performing min-max,reorder point or MRP planning calculations Is included as on-hand in all inquiries and reports, including inventory valuation reports. Can be transacted with Inventory functions and the Transactions Open Interface Can be reserved
You can purge all lot transaction information from your current organization. The transactions must be in closed accounting period. Purging lot transactions eliminates information used in lot reports and inquiries.
Cycle Counts Under Lot Control The cycle count listing includes the lot numbers
of the items to be cycle counted Assign lot numbers to all items under lot control for which you enter counts If there is a difference between cycle count quantity and the system on-hand quantity. Oracle Inventory adjusts the item quantity in that lot.
Physical Inventory Under Lot Control Oracle Inventory includes the lot numbers of the
items to count in your physical inventory when generating Inventory tags. You must assign lot numbers to all items under lot control for which you enter counts in the Physical Inventory Tags count window If there is a difference between cycle count quantity and the system on-hand quantity. Oracle Inventory adjusts the item quantity in that lot.
Serial number is an alphanumeric piece of information you assign to an individual unit of an item. Serial number control is a system technique for enforcing the use of serial numbers during a material transactions
Many serial numbers as you want for any item under serial number If you specify No Control as the serial control type then the system does not enforce serial number control. If you specify Predefined as the serial number control type, then you must predefine serial numbers for that item. If you select At Inventory receipt or At sales order issue, then you can optionally predefine serial numbers for the item.
You can use serial numbers window to update supplier information associated with your serial numbers You can view all the serial numbers you created in your current organization. You can view location and status information and update supplier information associated with your serialized units
Lot genealogy tracks the relationship between lots and provides lot traceability that results from inventory transactions, includes all lot splits, merges, and translations. Serial genealogy tracks the transaction and multilevel composition history of any serial controlled item from receipt to customer sale.
Lot Genealogy
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This report provides you with an overview of item lots,quantities and lots statuses in all or the selected sub inventories or locators within the organization. This report provide you with an overview of an information you set up in the lot matter. You can run this report for a specific item, or all items in the organization.
Grade History Change Report This report enables you to view all of the grade changes made during a given period for a particular item within an organization
Profile Options
Profile Option INV:Genealogy prefix or suffix Description You use this to determine if and how the item number is displayed on the object Genealogy form. Determines whether data for picking and reservations must be filtered to match the preferred grade that is defined on the order line. Allows you to pick the character that appears between the item name and lot number in the genealogy tree.
Profile Option
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This profile option determines whether the component lot that is returned from WIP should be validated against lots that are issued to the same job. This profile option determines whether component serials that are returned from WIP should be validated against serials that are issued to the same job. Indicate whether the system performs two validation checks for serial numbers Oracle work in process uses. This profile option also indicates if you can re-receive a serial number via a RMA receipt for an item with serial control set at sales order issue.
Cumulative Effect
Setting Up
Enable Transaction Types for Material Status Control
Profile Option
. Report
Description INV: Material Status Support This Profile Option determines whether Material Status is enforced. If Material Status is not used in the installation, it is recommended to switch it off to increase the performance of the system
Order Planning
Forecasting Types
Quantity
Stock Level
Minimum Level
Time
Kanban Planning
Kanban is a Pull based replenishment in Manufacturing System. It leads to shorter lead times and reduced inventory. Kanban is typically applied to items with relatively constant demand and medium-to-high production volume. Kanban represents replenishment signals that are usually manual and highly visible like Color-coded Cards, Light and Empty bin.
Kanban Elements
Pull Sequence is a group of information that defines a Kanban location, source information, and planning parameters for an Item. Kanban chain is a series of Pull Sequences, which defines the replenishment network. E.g.: Assembly to Stores. Kanban Cards are created for Item, Subinventory and Locator (optional) and uniquely identified by a Kanban number Replenishable Cards can be created automatically through Pull Sequence or manually through Kanban Cards window.
Replenishment Counting
Replenishment Counting is a method of ordering Items for non-Tracked Subinventory. Non-Tracked subinventories are expense subinventory, for which On-hand balances are not maintained. Whenever an Item is moved into Expense Subinventory, the Expense account is charged and the quantity is discarded. Items are replenished in Non-Tracked Subinventory by periodically counting the items physically.
Replenishment Counting
Profile Options
Profile Option INV: fill Kanban on Partial Move Order Receipt Description Determine whether or not a Kanban card can be considered filled if the move order created to fill it was only partially transferred. Enable you to create only one move order header per request
TP: INB Enter Replenishment Count Form Indicates processing control in the Enter Replenishment count window.