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11i Inventory Management Fundamentals: D16356GC20 Edition 2.0 January 2005 D40249
11i Inventory Management Fundamentals: D16356GC20 Edition 2.0 January 2005 D40249
11i Inventory Management Fundamentals: D16356GC20 Edition 2.0 January 2005 D40249
D40249
Edition 2.0
January 2005
D16356GC20
Fundamentals
Volume 1 - Student Guide
11i Inventory Management
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Author
Jennifer Sherman, Alain Roth, Mary Hartman, Lata Sundar, Vanessa Graziano, April Nelson, Neeta Gera
Table of Contents
Agenda...........................................................................................................................................................4-61
Deletion Constraints ......................................................................................................................................4-62
Agenda...........................................................................................................................................................4-64
Profile Values ................................................................................................................................................4-65
Item Profile Options ......................................................................................................................................4-67
Agenda...........................................................................................................................................................4-69
Implementation Considerations .....................................................................................................................4-70
Agenda...........................................................................................................................................................4-71
Summary........................................................................................................................................................4-72
11i Inventory Controls Concepts....................................................................................................................5-1
11i Inventory Controls Concepts ...................................................................................................................5-2
Agenda...........................................................................................................................................................6-44
Generating Serial Numbers............................................................................................................................6-45
Maintaining Serial Numbers..........................................................................................................................6-46
Serial Genealogy ...........................................................................................................................................6-47
Serial Number Control Reports .....................................................................................................................6-48
Guided Demonstration Overview: Revision, Lot, and Serial Controls..........................................................6-49
Guided Demonstration - Revision, Lot, and Serial Controls .....................................................................6-50
Practice Overview: Revision, Lot, and Serial Controls .................................................................................6-53
Practice - Revision, Lot, and Serial Controls.............................................................................................6-54
Solution – Revision, Lot and Serial Controls ............................................................................................6-56
Agenda...........................................................................................................................................................6-67
Locator Flexfield Structure............................................................................................................................6-68
Agenda...........................................................................................................................................................8-28
Account Aliases.............................................................................................................................................8-29
Agenda...........................................................................................................................................................8-30
Setting Up for Move Orders ..........................................................................................................................8-31
Setup Steps for Move Orders.........................................................................................................................8-33
Agenda...........................................................................................................................................................8-35
Material Shortage Alerts and Notifications ...................................................................................................8-36
Setting Up Shortage Alerts and Notifications................................................................................................8-38
Movement Statistics Reports .........................................................................................................................8-39
Transaction Reports and Inquiries .................................................................................................................8-41
Agenda...........................................................................................................................................................8-42
Transaction Profile Options...........................................................................................................................8-43
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
11i Inventory Management Fundamentals is an instructor-led course featuring lecture and hands-
on exercises. Online demonstrations and written practice sessions reinforce the concepts and
skills introduced.
Related Publications
Oracle Publications
Title Part Number
Oracle Inventory User’s Guide A83507–08
Additional Publications
Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
xvi
11i Inventory Management Fundamentals Table of Contents
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Objectives
Agenda
Overview
Overview
Agenda
• Issuing
Issuing
When you send materials out of inventory you issue it. You use the following applications to
issue inventory:
• Oracle Order Management
• Oracle Purchasing
• Oracle Work in Process
• Oracle Inventory
Agenda
Receiving Inventory
Inventory
You may receive inventory into stock using Oracle Inventory in the following ways:
• Miscellaneous Account
• Receipt from Project
• User Defined
• Inter-organization receipt
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Agenda
Transferring Inventory
Agenda
Issuing Inventory
•
•
•
•
Request Issue
Cycle Count Negative
Inter-organization Transfer
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Agenda
Agenda
Summary
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Objective
Agenda
Multi-Org Structure
Organization Model
calendar. You create sets of books using the Set of Books window in Oracle General Ledger.
You define all other types of organizations using the Organizations window.
Legal Entity
A legal entity represents a legal company for which you prepare fiscal or tax reports. You
assign tax identifiers and other legal entity information to these types of organizations.
Operating Unit
An operating unit represents an organization that uses any Oracle subledger application, for
example, Order Management, Payables. It may be a sales office, a division, or a department.
An operating unit is associated with a legal entity. Information is secured by operating unit for
• Each Operating Unit is associated with a single Legal Entity, multiple Operating Units may
be associated with a single Legal Entity.
• An Inventory Organization may be associated with any Operating Unit within the same Set
of Books.
In Multi-Org
You can tie one government reporting entity/legal entity to each inventory organization. You
can also tie one operating unit to each inventory organization.
Forecasting
Oracle Inventory forecasts item usage at the organization level only.
Accuracy Analysis
You can perform a physical inventory, ABC classifications, and cycle counting at both the
organization and subinventory levels.
Inventory Organizations
Chapter 2 - Page 14
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Agenda
Setting up Locations
Defining Organizations
Organization Setup
• Define the WIP parameters if you are using Oracle Work in Process.
• You must define project parameters if the organization is classified as a project
manufacturing organization.
• Define and update default inventory and costing parameters for your organization.
5. (B) OK.
4. Under Organisation Classifications, choose 'Inventory Organization' in the Name field and
select the Enabled checkbox.
12. Click the flexfield button in the Material field. The Operations Accounting Flex window
opens.
14. Enter the following details in the Operations Accounting Flex window:
− Department: No Department
− Account: Inventory Material Value
16. Click the flexfield button in the Purchase Price Variance field. The Operations Accounting
Flex window opens.
18. Enter the following details in the Operations Accounting Flex window:
− Department: M1, Seattle Manufacturing Plant
− Account: Purchase Price Variance
19. Click the flexfield button in the Invoice Price Variance field. The Operations Accounting
21. Enter the following details in the Operations Accounting Flex window:
− Department: M1, Seattle Manufacturing Plant
− Account: Invoice Price Variance
22. Click the flexfield button in the Inventory AP Accrual field. The Operations Accounting
Flex window opens.
24. Enter the following details in the Operations Accounting Flex window:
− Department: No Department
− Account: Accounts Payable Clearing
25. Click the flexfield button in the Sales field. The Operations Accounting Flex window opens.
27. Enter the following details in the Operations Accounting Flex window:
− Department: M1, Seattle Manufacturing Plant
− Account: Hardware
28. Click the flexfield button in the Cost of Goods Sold field. The Operations Accounting Flex
window opens.
30. Enter the following details in the Operations Accounting Flex window:
− Department: M1, Seattle Manufacturing Plant
− Account: Cost of Sales
35. Click the flexfield button in the Receiving Inventory Account field. The Receiving Accrual
Account window opens.
38. Click the flexfield button in the Clearing Account field. The Clearing Account window
opens.
Agenda
Summary
Objective
Agenda
Items
Agenda
Oracle Organization
Inventory Organizations
Defining Organizations
Agenda
Defining Items
Agenda
Item Attributes
Agenda
Chapter 3 - Page 20
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Agenda
Agenda
Agenda
Summary
Objectives
Agenda
Unit of Measure
Unit of Measure
Units of Measure
Chapter 4 - Page 15
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Assumptions
• You are skilled in Oracle Navigation
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Defining UOM Classes
Define a unit of measure class using your team number (##) to uniquely identify your class from
the other team’s in the classroom. The UOM class information to enter is as follows:
Defining UOMs
Define the following UOM’s for your class. Be sure to use your team number to uniquely
identify your class from the other team’s in the classroom.
• Dozen
• Gross
• Case
UOM Conversions
Set up Standard conversion for your UOMs. Be sure to use your team number to uniquely
identify your class from the other team’s in the classroom.
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Defining UOMs
− Name: ##-Dozen
− Abbreviation: ##D
− Description: Team ## Dozen U of M
− Class: The U of M class you created in Step 1
8. Repeat step 6 to create units of measure for ##-Gross and ##-Case using the same
conventions.
UOM Conversions
12. (M) File > New (make sure your conversion type is “Standard” conversion).
− UOM: ##-Dozen
− Class: ##-Quantity
− Conversion: 12
− Base Unit: ##-Each
Agenda
Item Status
Status Attributes
Chapter 4 - Page 26
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5. (T) Inventory.
6. Choose the Master radio button from the Display Attributes zone.
7. Choose the Org radio button from the Display Attributes zone.
Assumptions
• You are skilled at Oracle navigation.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Viewing Item Attributes
• What is the BOM Item Type for the part? _______What is the control level? ______
• Is this item under Revision Control? _____ What is the control level? ____
2. Find item # AS54888 and answer the following questions about the item's attributes.
• What is the Item Status? _______________ What is the control level? ______
• Is a Bill of Material allowed for this item? ______ What is the control level? ______
• Can I build this item in WIP? ________________ What is the control level? _____
• Are customer orders enabled for this item? _________What is the control level? _____
• Is Invoicing Enabled for this item? ______________ What is the control level? _____
• Are Internal Orders enabled for this item? _______ What is the control level? ______
• Is this item transactable in Inventory? ____________ What is the control level? ______
• Is this item purchasable from a Vendor? ___________ What is the control level? _____
• Is this item stockable in Inventory? _______________ What is the control level? _____
4. Item AS18947 is not under revision control or lot control. These attributes are organization
controlled.
• Select Find.
8. Customer orders are enabled for this item, and the attribute is master controlled.
Agenda
• Use the Organization window to create the organization you want to use as the Item
Master.
• Use the Organization Parameters window to specify the organization as the Item Master.
You can also assign child organizations to an item master in this window. Note that the
item master uses itself as its item master.
Agenda
Defining Items
Defining Items
Item Templates
Organization-Level Control
Suppose only one of the two organizations in your Oracle Inventory implementation performs
manufacturing operations, while the other organization is strictly a distribution warehouse.
For a finished good item used in both organizations, you would want the flexibility to select the
Build in WIP status attribute check box in the manufacturing organization, and clear the Build
in WIP status attribute check box in the distribution organization.
Chapter 4 - Page 52
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5. Select Apply.
6. Select Done.
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Defining Items
Overview
In this practice you will learn how to define items, assign item attributes, and enabled items in
organizations.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Creating Item Templates
• Build in WIP
• Costing Enabled
• Customer Ordered
• Inventory Item
• Invoiceable Item
• Stockable
• Transactable
• Shippable
Create Items
Create an item using the template you created in the previous task. Create 5 items using the
Finished goods template with the following descriptions:
• No Inventory Controls
• Locator Control ON
• Revision Control ON
Note: Use the following naming convention for your items, ##Item, and be sure to enable
your items in M1 Seattle and M2 Boston.
3. Select the appropriate attribute groups from the Show dropdown list. Enable the following
item attributes:
• Build in WIP
• Costing Enabled
• Customer Ordered
• Inventory Item
• Invoiceable Item
• Stockable
• Transactable
• Shippable
Creating Items
5. Create an item using the template you created in the previous task.
7. (M) Save.
11. Repeat Steps 5-10 using the following item numbers and descriptions.
− Item: ##-Item02
− Description: ##-No Inventory Controls
− Item: ##-Item03
− Description: ##-Locator Control ON
− Item: ##-Item04
− Description: ##-Revision Control ON
− Item: ##-Item05
− Description: ##- Lot Control ON
− Item: ##-Item06
− Description: ##-Serial Number Control ON
Agenda
Deletion Constraints
Deletion Constraints
Agenda
Profile Values
Responsibility: Option settings pertain to all users currently signed on under the responsibility.
Server: Option settings pertain to an individual server.
Organization: Option settings pertain to a particular organization.
User: Option settings pertain to an individual user, identified by their application username.
When a profile option may be set at more than one level, site has the lowest priority,
superseded by application, then responsibility, with user having the highest priority. For
example, a value entered at the site level may be overridden by values entered at any other
level. A value entered at the user level has the highest priority, and overrides values entered at
any other level.
Agenda
Implementation Considerations
Agenda
Summary
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Objectives
Agenda
Agenda
Subinventories Overview
Agenda
Agenda
Agenda
Agenda
Agenda
Summary
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Objectives
Agenda
Agenda
Defining Subinventories
Subinventory-Locator Relationship
(Help) Oracle Manufacturing Applications > Oracle Inventory > Setting Up > Inventory
Structure > Defining Stock Locators
Locator Structuring
Verifying Subinventories
Assumptions
• You are skilled in Oracle navigation.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
If you are not already in Seattle, change Organization to Seattle (M1).
Create four subinventories for your team. Create one subinventory for your finished goods (FGI)
stock, a subinventory as your Main inventory, a subinventory for Raw Materials, and a
subinventory for Low Value items. Your Low Value subinventory must be a non-tracked
subinventory. Use the following naming convention to differentiate your team from other teams
i.e. ##FGI where the pound sign represents your team number.
2. Change to the Boston (M2) organization and ascertain if there is an FGI subinventory in that
organization.
− Organization: M1
10. Clear the Quantity Tracked check box to make this a non-tracked
inventory.
Verifying Subinventories
4. (B) Open.
9. Find an Item.
Note: You cannot change the locator control for items for which on-hand quantity exists.
Assumptions
• You are skilled in Oracle Navigation
Tasks
Setting up Subinventories for Locator Control.
4. Define some stock locators for your ##FGI subinventory and your ##Main subinventory.
For this exercise use the following convention:
− Row: (your team #) ## ##
− Rack: 01 01
− Bin: 01 02
− Subinventory: ##FGI
− Row: ## ##
− Rack: 02 02
− Bin: 01 02
− Subinventory: ##Main
5. Receive the following items into ##FGI subinventory using a miscellaneous receipt.
− ##-Item02 Quantity 100
− ##-Item 03 Quantity 25
6. Receive the following item into ##Main subinventory using a miscellaneous receipt.
− ##Item02 Quantity 25
Copyright © Oracle Corporation, 2005. All rights reserved.
7. Your Main subinventory is set up to require locator control for all items that are transacted
in it. Your FGI subinventory is not set up to require locator control for all items that are
transacted in it. Why, then were you prompted for a locator when you received ##-Item03
into the FGI subinventory?
• (T) Inventory
− Locator Control: Dynamic Entry
• Select New.
13. Enter the following new locators using the following information:
− Row: (your team #) ##
− Rack: 01
− Bin: 01
− Description: Anything you want
− Subinventory: ##FGI
− Locator Status: Active
− Row: ##
− Rack: 01
− Bin: 02
− Description: Anything you want
− Subinventory: ##FGI
− Row: ##
− Rack: 02
− Bin: 01
− Description: Anything you want
− Subinventory ##Main
− Locator Status: Active
− Item: ##-Item02
− Subinventory: ##Main
− Locator: ##.2.1 (Row ##, Rack 2, Bin 1)
− Quantity: 25
− Item: ##-Item03
− Subinventory: ##FGI
− Locator: ##.1.2
− Quantity: 25
19. You set your FGI subinventory to item level locator control, and you changed Item03
locator control to dynamic entry.
Agenda
Revision Control
(Help) Oracle Manufacturing Applications > Oracle Inventory > Items > Defining Item
Revisions
Agenda
Lot Control
Chapter 6 - Page 40
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Disabled Lots
Agenda
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Serial Genealogy
Controls
4. (T) Inventory.
− Lot Quantity: 10
38. Select the first available serial number from the list of values.
Note: The End Serial Number field populates automatically according to the transaction
quantity.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Revision Control
1. Find item ##-Item04, and enable revision control for this item.
2. Create two revisions for this item with the following information
− Revision: B
− Effective Date: Today
− Revision: C
− Effective Date: 1st of next month
3. Notice that a revision record already exists for this item (Revision A). Why is there already a
revision for this item? ______________________________________
Lot Control
8. Use a miscellaneous receipt transaction to receive item ##-Item05 into stock as follows:
− Item: ##-Item05
− Subinventory: ##FGI
− Quantity 50
− Expiration Date: Two Months from today
− Quantity 50
9. Use a miscellaneous receipt transaction to receive item ##-Item06 into stock as follows:
− Item: ##-Item06
− Subinventory: ##FGI
− Quantity 40
− Entry Type: Ranges
• Select Find.
• (T) Inventory
− Revision: B
− Revision Label: B
− Effective Date: Today
− Revision: C
− Revision Label: C
− Effective Date: 1st of next month
5. Notice that a revision record already exists for this item (Revision A). Why is there already a
revision for this item?
The starting revision for organization M1 is set as A. Therefore, the first revision record
(Revision A) is created by default for revision-controlled items in M1. You can define and
update default values for revision, lot, and serial parameters at the organization level using
the Organization Parameters window.
Lot Control
6. Find ##-Item05.
• Enter ##-Item05
• Select Find
• (T) Inventory
− Lot Expiration (Shelf Life) Control: User Defined
− Lot Control: Full Control
− Starting Prefix: ## (team number)
− Starting Number: 001
• Select Find.
• (T) Inventory
− Serial Number Generation: Predefined
− Starting Serial Prefix T##
− Starting Serial Numbers: 0001
• Enter ##-Item06.
• Select OK.
• Enter the following Lot information. (The Lot number is displayed automatically when
you click in the Expiration Date field).
− Expiration Date: Two Months from today
− Quantity 50
•
Select Done.
• Ensure that the date of your transaction falls within the dates shown in the Transaction
Dates field.
•
Select Find.
Note: You can also verify that the items have been received into stock using the
Materials Workbench.
Agenda
You can define and enforce revision quantity control for any item to track quantities by
revision. If you enable revision quantity control for an item, you must provide a revision
number when you transact it.
Agenda
Summary
Chapter 7 - Page 2
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Module Objectives
Agenda
Inventory Structure
Overview
Agenda
Inventory Transactions
Agenda
Transaction Types
Transaction Action
• Delivery adjustments
• Negative component return
• Assembly return
• Staging Transfer
Transaction Reasons
Transaction Managers
Agenda
Move Orders
Agenda
Agenda
Mobile Transactions
Agenda
Summary
Chapter 8 - Page 2
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Objectives
Agenda
The move transaction manager processes move transactions in Oracle Work in Process and
move transactions you import from devices such as portable bar code readers or your custom
data entry forms using the Open Move Transaction Interface.
Transaction
Chapter 8 - Page 10
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Assumptions
• You must have access to an Oracle Application Vision database or comparable training
Tasks
Define a Transaction Source
Define a Transaction type and associate it with your newly created Source type using the
following information:
− Name: ##-Donation
− Description: ##-Goodwill Transaction
− Transaction Source Type: ##-Donations
− Transaction File: Issue from Stores
• (T) User
5. Define a Transaction Type and associate it with the new Source Type.
•
•
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Agenda
Shipping Method
Agenda
Movement Statistics
You can generate both summary and detail reports for movement statistics, including hard
copies for government agencies and your own files.
Freeze Movement Statistics
The Movement Statistics Reports run time parameter allows you to freeze movement
information for official INTRASTAT and EXTRASTAT reporting.
(Help) Oracle Manufacturing Applications > Oracle Inventory > Transactions > Overview of
Movement Statistics
Agenda
Account Aliases
Agenda
You can also specify individuals to be notified if a shortage occurs. To bypass the approval
process and automatically approve move order requisitions, enter 0 days for the Move Order
Timeout Period and select Automatically Approve for the Move Order Timeout Action. The
approval process is also not enabled for organization items without an assigned planner.
Item Transaction Defaults
You can define the item transaction defaults to automatically populate the destination locator
on the move order line from an organization item.
Move Order Time-Out
Use move order time-out if you want to require approvals for the move orders in your
If a subinventory or item is locator controlled, when you create the move order receipts,
specify a destination locator. If you do not specify a destination locator, the allocating process
uses the item transaction default.
For more information see:
(Help) Oracle Manufacturing Applications > Oracle Inventory > Transactions > Overview of
Move Orders > Setting Up Move Orders
Agenda
• Work–Orderless Completions - This occurs only if you have used workflow notification
for the transaction.
Shortage Alerts
The shortage alert appears in the window during the transaction with the option to go to the
View Potential Shortages form, showing where the shortage exists. Alerts are automatic once
they are set up. Notifications are optional and can be sent to a pre–specified list of individuals.
Sources of Demand
When generating shortage alerts and notifications, the system considers one or more of the
following to be sources of demand:
Agenda
Indicates processing control in the Enter Replenishment Count window. Available values are:
• Background processing- Upon commit, control returns to you immediately and allows
you to continue working. The replenishment count transaction executes on a periodic
basis.
• Concurrent processing- Upon commit, Oracle Inventory spawns the concurrent process
and returns control to you immediately, and allows you to continue working. It displays
the concurrent request number that represents the concurrent process that executes the
replenishment count transactions.
• Provide warning when date in past period- Allows entry of dates in prior periods after a
warning.
Move Order Transact Form
Indicates the move order transaction mode. Available values are:
• Background Processing- Upon commit, control returns immediately to you, allowing you
to continue working. The move order transactions execute on a periodic basis.
• Concurrent Processing- Upon commit, Oracle Inventory spawns the concurrent process
and returns control immediately to you, allowing you to continue working. It displays the
concurrent request number representing the concurrent process executing the move order
Agenda
Implementation Considerations
Agenda
Summary