D60263GC10 Ag

Oracle Internal & Oracle Academy Use Only
R12.x Oracle Inventory

Management Fundamentals
Activity Guide
D60263GC10
Edition 1.0
April 2010
D66025
Copyright © 2007, 2010, Oracle. All rights reserved.
Disclaimer
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization
of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please
report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
Restricted Rights Notice
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS

The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted
by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Trademark Notice
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective
owners.
Author
John Salvini
Technical Contributors and Reviewers
Itzik Pripstein, Vera Reyna, Lez Stodart
This book was published using: oracletutor

Table of Contents
R12.x Oracle Inventory Management Fundamentals - Activity Guide ......................................................1-1

R12.x Oracle Inventory Management Fundamentals - Activity Guide .........................................................1-3
Objectives ......................................................................................................................................................1-4
R12.x Overview of Oracle Inventory ............................................................................................................1-5
Practice - Build a Workday Calendar with Exceptions..............................................................................1-6
Solution - Build a Workday Calendar with Exceptions.............................................................................1-8
R12.x Defining Inventory Organizations.......................................................................................................1-14
Guided Demonstration - Setting up Locations...........................................................................................1-15
Guided Demonstration - Setting Up Organizations ...................................................................................1-16
Guided Demonstration - Defining Subinventories.....................................................................................1-20
Practice - Creating Subinventories ............................................................................................................1-21
Solution - Creating Subinventories............................................................................................................1-22

Guided Demonstration - Defining Locators ..............................................................................................1-28
Practice - Defining Locators ......................................................................................................................1-29
Solution - Defining Locators .....................................................................................................................1-30
R12.x Units of Measure.................................................................................................................................1-32
Guided Demonstration - Creating Unit of Measure Classes......................................................................1-33
Guided Demonstration - Creating Units of Measure .................................................................................1-34
Guided Demonstration - Defining Unit of Measure Conversions..............................................................1-35
Practice - Defining Units of Measure ........................................................................................................1-36
Solution – Defining Units of Measure.......................................................................................................1-37
R12.x Defining and Maintaining Items Fundamentals ..................................................................................1-40
Guided Demonstration - Defining Items....................................................................................................1-41
Guided Demonstration - Viewing Item Attributes.....................................................................................1-42
Practice - Viewing Item Attributes ............................................................................................................1-43
Solution - Viewing Item Attributes ...........................................................................................................1-44
Guided Demonstration - Creating Item Templates ....................................................................................1-52
Guided Demonstration - Restricting Items to Subinventories ...................................................................1-53
Guided Demonstration - Establishing Item Relationships .........................................................................1-54
Practice - Defining Items ...........................................................................................................................1-55
Solution - Defining Items ..........................................................................................................................1-56
Practice - Defining Categories...................................................................................................................1-68
Solution - Defining Categories ..................................................................................................................1-69
Guided Demonstration - Setting Up Catalog Groups ................................................................................1-73
R12.x Lot and Serial Control.........................................................................................................................1-76
Guided Demonstration - Generating Lots..................................................................................................1-77
Guided Demonstration - Maintaining Grades............................................................................................1-79
Guided Demonstration - Maintaining Lot Actions ....................................................................................1-80
Practice - Using the Lot Master .................................................................................................................1-81
Solution - Using the Lot Master ................................................................................................................1-82
Guided Demonstration - Working with Revision, Lot, and Serial Controls ..............................................1-89
Practice - Generating and Maintaining Serial Numbers ............................................................................1-92
Solution - Generating and Maintaining Serial Numbers............................................................................1-93
Guided Demonstration - Viewing Lot Genealogy .....................................................................................1-98
R12.x Transaction Setup................................................................................................................................1-99
Guided Demonstration - Creating Customized Transactions.....................................................................1-100
Guided Demonstration - Creating Picking Rules.......................................................................................1-102
Guided Demonstration - Opening Accounting Periods .............................................................................1-103
R12.x Issuing and Transferring Material.......................................................................................................1-104
Practice - Processing Miscellaneous Receipts ...........................................................................................1-105
Solution - Processing Miscellaneous Receipts...........................................................................................1-106
Guided Demonstration - Performing Subinventory Transfers ...................................................................1-117
Copyright © Oracle, 2009. All rights reserved.
R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

i
Guided Demonstration - Performing Inter-organization Transfers............................................................1-118
Practice - Performing Inter-organization Transfers ...................................................................................1-119
Solution - Performing Inter-organization Transfers...................................................................................1-120
Guided Demonstration - Receiving Stock into Inventory..........................................................................1-125
Practice - Receiving Items into Inventory .................................................................................................1-127
Solution – Receiving Items into Inventory ................................................................................................1-128
Guided Demonstration - Transacting Move Orders...................................................................................1-136
Practice - Transacting Move Orders ..........................................................................................................1-137
Solution - Transacting Move Orders .........................................................................................................1-138
Guided Demonstration - Mobile Application Inter-organization Transfers...............................................1-144
Practice - Performing Mobile Transactions (Optional)..............................................................................1-145
Solution - Performing Mobile Transactions ..............................................................................................1-146
R12.x On-hand and Availability....................................................................................................................1-152
Guided Demonstration - Using the Material Workbench ..........................................................................1-153
Practice - Using the Material Workbench..................................................................................................1-154
Solution - Using the Material Workbench .................................................................................................1-155
Guided Demonstration - Creating an ATP Rule ........................................................................................1-159

Guided Demonstration - Creating Reservations ........................................................................................1-160
Practice - Creating Reservations................................................................................................................1-162
Solution - Creating Reservations ...............................................................................................................1-163
R12.x Material Status ....................................................................................................................................1-165
Practice - Setting up Material Status Control ............................................................................................1-166
Solution - Setting up Material Status Control............................................................................................1-167
R12.x Replenishment Fundamentals .............................................................................................................1-175
Guided Demonstration - Creating a Manual Forecast ...............................................................................1-176
Guided Demonstration - Setting up Reorder Point Planning .....................................................................1-178
Guided Demonstration - Setting up Min-Max Planning ............................................................................1-180
Practice - Performing Min-Max Planning..................................................................................................1-182
Solution - Performing Min-Max Planning.................................................................................................1-183
Practice - Performing a Replenishment Count Using Forms .....................................................................1-189
Solution - Performing a Replenishment Count Using Forms ....................................................................1-191
Practice - Performing a Replenishment Count Using the Mobile Application (Optional).........................1-198
Solution - Performing a Replenishment Count Using the Mobile Application .........................................1-200
Guided Demonstration - Performing Kanban Replenishment ...................................................................1-208
Practice - Performing Kanban Replenishment...........................................................................................1-209
Solution - Performing Kanban Replenishment ..........................................................................................1-210
R12.x Inventory Accuracy Fundamentals .....................................................................................................1-213
Guided Demonstration - Compiling an ABC Analysis..............................................................................1-214
Practice - Compiling an ABC Analysis .....................................................................................................1-216
Solution - Compiling an ABC Analysis.....................................................................................................1-218
Guided Demonstration - Performing a Cycle Count..................................................................................1-223
Practice - Performing a Cycle Count .........................................................................................................1-227
Solution - Performing a Cycle Count.........................................................................................................1-229
Practice - Mobile Counting (Optional) ......................................................................................................1-239
Solution – Mobile Counting ......................................................................................................................1-240
R12.x Table Information ...............................................................................................................................1-245
Guided Demonstration - Accessing the Electronic Technical Reference Manual .....................................1-246

ii
Preface
Profile
Before You Begin This Course
• Working experience with Oracle Applications
Prerequisites
• There are no prerequisites for this course.
How This Course Is Organized

R12.x Oracle 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.

iii
Related Publications
Oracle Publications
Title Part Number
Oracle Inventory User’s Guide E13450-03
Additional Publications
• System release bulletins
• Installation and user’s guides

• Read-me files
• International Oracle User’s Group (IOUG) articles
• Oracle Magazine

iv
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.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)

(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.
and phrases, For further information, see Oracle7 Server SQL Language
titles of books and Reference Manual.
courses, Enter user_id@us.oracle.com, where user_id is the
variables name of the user.
Quotation Interface elements Select “Include a reusable module component” and click Finish.
marks with long names
that have only This subject is covered in Unit II, Lesson 3, “Working with
initial caps; Objects.”
lesson and chapter
titles in cross-
references
Uppercase SQL column Use the SELECT command to view information stored in the
names, commands, LAST_NAME
functions, schemas, column of the EMP table.
table names
Arrow Menu paths Select File > Save.
Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:
[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

v
Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Colum n names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2. (M) From the menu, select Query then Find.
3. (B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab

vi
Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.

vii

viii
R12.x Oracle Inventory
Management Fundamentals -
Activity Guide
Chapter 1
R12.x Oracle Inventory Management Fundamentals - Activity Guide

Chapter 1 - Page 1

Chapter 1 - Page 2
R12.x Oracle Inventory Management Fundamentals - Activity
Guide

Chapter 1 - Page 3
Objectives

Chapter 1 - Page 4
R12.x Overview of Oracle Inventory

Chapter 1 - Page 5
Practice - Build a Workday Calendar with Exceptions
Overview
In this practice you will build a workday calendar with exceptions.
Assumptions
• Replace XX with your terminal number or initials.
• 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
Define a Workday Exception Set
1. Responsibility = Inventory, Vision Operations
2. Navigate to the Exception Templates window.
• (N) Setup > Organizations > Calendar Exception Templates. Complete template
details
− Name = XX-Except
− Description = Exception set for team XX calendar
4. Enter at least 3 exception dates. Note: Don’t forget to select the Days On checkbox!
Define a Workday Calendar
Use the Define Workday Calendar feature to define a workday calendar for your team. You will
define a calendar workday pattern, exceptions to that pattern and build your calendar.
5. Navigate to the Workday Calendar window
• (N) Setup > Organizations > Calendars
6. Create a workday calendar

− Name = XX-Cal
− Description = Calendar for team XX
− Quarterly Type = 4/4/5 Week Pattern
− Calendar Date Ranges = First Monday in January of the current year to the default.

Chapter 1 - Page 6
7. Define a workday pattern according to the following table:
Seq On Off Description

1 5 2 Regular work week
8. Close the Workday Patterns window
Verify your Calendar
9. (B) Dates. Note: You should see the days of your work week blacked out.
Load your Exception List

10. Load your Exception List
− Load From = Template
− Template = XX-Except
Note that your exceptions are added to your workday calendar.
Build your Workday Calendar
11. Submit the concurrent request to build your workday calendar
• (M) Tools > Build
12. Record your request number __________________ .
Verify the Concurrent Request Completes Successfully
13. Navigate to the Requests window and verify the request completed successfully.
Answer the Following Questions about your Calendar
14. Record the following information regarding your workday calendar.
Question Answer
What was your workday pattern?
Which days are designated as off days
How did you identify the off days?
Take a look at another month in which you designated
exceptions to your workday calendar. What days have
designated exceptions?
Close windows until you are back at the Navigator.

Chapter 1 - Page 7
Solution - Build a Workday Calendar with Exceptions
Define a Workday Exception Set
1. Responsibility = Inventory, Vision Operations
2. Navigate to the Exception Templates window
• (N) Setup > Organizations > Calendar Exception Templates
3. Complete template details

− Name = XX-Except
− Description = Exception set for team XX calendar

4. Enter at least 3 exception dates
Note: Remember to select the Days On check box!
Define a Workday Calendar
Use the Define Workday Calendar feature to define a workday calendar for your team. You will
define a calendar workday pattern, exceptions to that pattern, and build your calendar.
5. Navigate to the Workday Calendar window
• (N) Setup > Organizations > Calendars

Chapter 1 - Page 8
6. Create a workday calendar
− Name = XX-Cal
− Description = Calendar for team XX
− Quarterly Type = 4/4/5 Week Pattern
− Calendar Date Ranges = First Monday in January of the current year to the default.
7. Save

8. (B) Workday Pattern
9. Define a workday pattern according to the following table:
Seq On Off Description

1 5 2 Regular work week
10. Save

Chapter 1 - Page 9
11. Close the Workday Patterns window
Verify your Calendar
12. (B) Dates

Chapter 1 - Page 10
Note: You should see the days of your work week blacked out.
Load your Exception List
13. (B) Exception List
14. (B) Load

− Load From = Template
− Template = XX-Except
15. (B) OK

16. (B) OK

Chapter 1 - Page 11
17. Note that your exceptions are added to your workday calendar.
Build your Workday Calendar
18. Submit the concurrent request to build your workday calendar
• (M) Tools > Build
19. Record your request number __________________.
20. (B) OK

Chapter 1 - Page 12
Verify the Concurrent Request Completes Successfully
21. Navigate to the Requests window
• (M) View > Requests

− Specific Requests = Selected
− Request ID = Your request number
22. (B) Find
23. Verify the request completed successfully.
Answer the Following Questions about your Calendar
24. Record the following information regarding your workday calendar.

Question Answer
What was your workday pattern?
Which days are designated as “off” days
How did you identify the “off” days?
Take a look at another month in which you
designated exceptions to your workday
calendar. What days have designated
exceptions?
Close windows until you are back at the
Navigator.

Chapter 1 - Page 13
R12.x Defining Inventory Organizations

Chapter 1 - Page 14
Guided Demonstration - Setting up Locations
Responsibility: Inventory, Vision Operations USA
1. Navigate to the Locations window.
• (N) > Setup > Organizations > Locations.
2. Define a Location using the following information:

− Name: M12 Orlando
− Description: Orlando Manufacturing
3. (T) Address Details

− Address Style: United States
4. Enter the following address information:

− Address Line 1: 100 Buena Vista Drive
− City: Orlando
− State: FL
− Zip Code: 32803
− County: Orange
− Country: United States
− Telephone: (407) 828-5000
5. (B) OK
6. Select the following Timezone from the list of values:

− Eastern Time
7. (T) Shipping Details

− Ship-To Location: M12 Orlando
8. Verify the following boxes are checked

− Ship-To Site
− Receiving Site
− Office Site
− Bill-To Site
− Internal Site
9. Save and Close form.

Chapter 1 - Page 15
Guided Demonstration - Setting Up Organizations
1. Navigate to the Organizations window.
• (N) > Setup > Organizations > Organizations.
2. (B) New in Find window
3. Set up a new organization using the following information:

− Name: M12 Orlando MFG
− Type: Plant

− Location: M12 Orlando MFG
4. Save your work.
5. In the Organization Classifications alternative region, select the following information:

− Name: Inventory Organization
− Enabled: Selected
6. Save your work.
Define Accounting Information
7. (B) Others > Accounting Information.
8. Enter the following accounting information:

− Primary Ledger: Vision Operations
− Legal Entity: Vision Operations
− Operating Unit: Vision Operations
9. Save your work.
Define Inventory Parameters
10. (B) Others > Inventory Information > (T) Inventory Parameters
11. Enter the following inventory parameters:

− Organization Code: M12
− Item Master Organization: Vision Operations
− Calendar: Vision01
− Demand Class: Blank
− Move Order Timeout Period: 60 Days
− Mover Order Timeout Action: Approve automatically
− Locator Control: Determined at Subinventory Level
− Allow Negative Balances: Selected

Chapter 1 - Page 16
− Auto Delete Allocations at Move Order Cancel: Selected
12. (T) Costing Information
13. Enter the following costing parameters:

− Costing Method: Standard
− Transfer to GL: Yes
− Reverse Encumbrance: No
− Project Cost Collect Enabled: No
− Defer Logical Transactions: No
− Cost Cutoff Date: Blank
− Default Material Sub-Element: Blank
− Material Overhead Sub-Element: Blank

14. Enter the following valuation accounts:
Account Type Account

Material 01-00 0-1410-0000-000
Outside Processing 01-000-1450-0000-000
Material Overhead 01-000-1420-0000-000
Overhead 01-00 0-1430-0000-000
Resource 01-00 0-1440-0000-000
Expense 01-52 0-7530-0000-000
15. (T) Other Accounts
16. Enter the following other account information:

Account Type Account
Purchase Price Variance 01-520-5210-0000-000
Invoice Price Variance 01-520-5220-0000-000
Inventory AP Accrual 01-000-2220-0000-000
Sales 01-52 0-4110-0000-000
Cost of Goods Sold Account 01-450-5110-0000-000
Deferred COGS Account 01-450-5110-0000-000
17. (T) Revision, Lot, Serial And LPN
18. Enter A in the Starting Revision field.
19. Enter the following Lot Control parameters:


Chapter 1 - Page 17
− Uniqueness: Across Items
− Generation: At Item Level
− Total Length: 30
− Auto Create Lot UOM Conversion: Blank
− Allow Different Lot Status: With exception
20. Enter the following Serial Control parameters:

− Uniqueness: W ithin organization
− Generation: At Item level
− Prefix SER
− Starting Serial Number: 0000000001
21. (T) ATP, Pick, Item-Sourcing

22. Enter the following information:
− ATP Defaults Rule: Total ATP, No DC (select second)
− Picking Defaults: Rule: Default Picking Rule PR1
− Subinventory Order: Blank
− Locator Order: Blank
− Pick Confirmation Required: Blank
− Over Picking for Manufacturing: Blank
− Over Picking for Transfer Orders: Selected
− Enable Rules Override for Lot-Level Res.: Selected
− Item Sourcing Detail: Type: Supplier
− Item Sourcing Detail: Organization: Blank
− Item Sourcing Detail: Subinventory: Blank
23. (T) Inter-org Information

− Inter-organization Transfer Charge: Predefined percent
− Predefined Percent: 10%
− Transfer Credit: 01-520-5290-0000-000
− Purchase Price Variance: 01-520-5210-0000-000
− Receivable: 01-000-181 0-0000-000
− Payable: 01-000-2370-0000-000
− Intransit Inventory 01-000-1460-0000-000
25. (M) File > Close Form
Define Receiving Information
26. (B) Others > Receiving Information
27. Enter the following Receiving Information:

− Enforce Ship-To: None
− ASN Control Action: None

Chapter 1 - Page 18
− Receipt Days Early and Late: 5
− Receipt Days Exceed-Action Warning
− Over Receipt Tolerance (%) 5%
− Over Receipt Action Warning
− RMA Receipt Routing: Standard Receipt
− Receipt Routing: Standard Receipt
− Allow Substitute Receipts: Selected
− Allow Unordered Receipts: Selected
− Allow Express Transactions: Selected
− Allow Cascade Transactions: Selected
− Validate Serial Numbers on RMA Receipts: Selected
− Receipt Number Generation: Automatic
− Receipt Number Type: Alphanum eric

− Next Receipt Number: 1
− Validate Lots on RMA Receipts: Restricted
− Receiving Inventory Account: 01-000-141 0-0000-000
− Clearing Account: 01-000-1410-0000-000
28. (B) Save
29. Click Close Window.
30. Save your work.
31. Close the Organizations window.
Link the Location to the Inventory Organization
32. Navigate to the Location window.
• (N) Setup > Organizations > Locations
33. Find M12 Orlando.
• (M) > View > Query By Example > Enter
34. Enter %M12% in the Name field.
• (M) > View > Query By Example > Run
35. (T) Other Details

− Inventory Organization: M12-M12 Orlando MFG
37. Save your work and close the window.

Chapter 1 - Page 19
Guided Demonstration - Defining Subinventories
Responsibility = Inventory, Vision Operations USA
1. (N) Setup > Organizations > Subinventories
Note: Verify that you are in organization M1 Seattle Manufacturing.
2. (M) File > New
3. Enter the following subinventory information:

− Name: Raw
− Description: Raw Materials

− Locator Control: Item Level
4. (B) Open
5. Select Receiving as the subinventory Type.

Instructor Note: Explain to the students the difference between storage and receiving
subinventory types.
6. (M) File > Save
Verifying Subinventories
8. (N) Change Organization
9. Select M2 Boston Manufacturing.
11. (M) View > Find
12. Enter Raw in the Find Field.
13. (B) OK
14. Note that subinventory Raw is not available in M2.

Chapter 1 - Page 20
Practice - Creating Subinventories
Overview
In this practice, you will learn how to create two subinventories.
Assumptions
• You are skilled in Oracle navigation.
• Responsibility: Inventory, Vision Operations USA

Tasks
If necessary, change your Organization to Seattle (M1).
1. Create the following four subinventories for your team:
• Finished goods (FGI) stock subinventory
• Main Stores (MAIN) subinventory
• Raw Materials (RM) subinventory
• Low Value (LV) items subinventory. Your Low Value subinventory must be a non-
tracked subinventory.
Use the following naming convention (##FGI) to differentiate your team from other teams.
Replace the pound signs (##) with your team number.
2. After completing the practice, answer the following questions.
• In which organization are your new subinventories?
• Determine if ##FGI exists in M2- Boston Manufacturing and why.

Chapter 1 - Page 21
Solution - Creating Subinventories
1. Change Organization to M1 Seattle Manufacturing.
• (N) Change Organization
2. Choose M1 Seattle Manufacturing.
3. (B) OK
4. Navigate to the Subinventories window.

• (N) Setup > Organizations > Subinventories
5. (B) New

− Name: ##FGI
− Description: Finished Goods Inventory
− Status: Active
− Type: Storage
− Locator Control: Item level

Chapter 1 - Page 22
7. (B) Save
8. (M) File > New

− Name: ##Main
− Description: Main Stores
− Type: Storage
− Status: Active
− Locator Control: Dynamic Entry

Chapter 1 - Page 23
10. (M) File > Save
11. (M) File > New

− Name: ##RM
− Description: Raw Materials
− Status: Active: Not Available for Netting, ATP and Reservations
− Type: Storage
− Locator Control: None
− Quantity Tracked: Deselected

Chapter 1 - Page 24
13. (B) Save
14. (M) File > New

− Name: ##LV
− Description: Low Value Inventory
− Status: Unserviceable: Not Available for Netting, ATP and Reservations
− Type: Storage
− Locator Control: None
− Quantity Tracked: Deselected

Chapter 1 - Page 25
16. (B) Save
18. In which organization are your new subinventories? M1 Seattle Manufacturing
Verifying Subinventories
19. Does a subinventory called ##FGI exist in M2 Boston Manufacturing? No, you created your
subinventories in M1 Seattle Manufacturing.
• Select M2 Boston Manufacturing.
22. (M) View > Find

Chapter 1 - Page 26

Chapter 1 - Page 27
Guided Demonstration - Defining Locators
Setting Up Stock Locators
1. (N) Setup > Organizations > Stock Locators.
2. Click New.
3. Enter a new Row Rack and Bin.
Note: Locators must be unique across an organization.

4. Enter a Description.
5. Enter the Subinventory.
6. (M) File > Save.
7. (M) File > Close Form.

Chapter 1 - Page 28
Practice - Defining Locators
Overview
In this lab you will learn how to set up locator control for subinventories and items.
Instructor Note: Verify there are no on-hand quantities in the ##Main and ##FGI
subinventories.
Assumptions
• You are skilled in Oracle Navigation

Tasks
Defining Stock Locators
1. Define some storage 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

Chapter 1 - Page 29
Solution - Defining Locators
Defining Stock Locators
1. Navigate to the Stock Locators window.
• (N) Setup > Organizations > Stock Locators
• (B) New
2. Click the Locator field to enter the following new locator information:
• Note: Click the Locator field to display the Stock Locators sub-window. Enter the Row,

Rack, and Bin information, then click OK to return to the main Stock Locators window.
Field Name Value (Line 1) Value (Line 2) Value (Line 3) Value (Line 4)
Row (your team #) ## (your team #) ## (your team #) ## (your team #) ##
Rack 11 22
Bin 01 02 01 02
Description Anything Anything Anything Anything
Status Active Active: Not Active Active: Available
Available for for ATP and
Netting, ATP and Reservations
Reservations
Subinventory ##FGI ##FGI ##Main ##Main

Chapter 1 - Page 30
3. Select (M) File > Save
4. Select (M) File > Close

Chapter 1 - Page 31
R12.x Units of Measure

Chapter 1 - Page 32
Guided Demonstration - Creating Unit of Measure Classes
1. (N) > Setup > Units of Measure > Classes.
2. (M) File > New.
3. Enter the following unit of measure information:

− Name: 00-Metric
− Description: 00-Metric Class
− Base Unit 00-Meter
− UOM: 00M

4. (M) File > Save.

Chapter 1 - Page 33
Guided Demonstration - Creating Units of Measure
1. (N) > Setup > Units of Measure > Units of Measure.
2. (M) File > New.
3. Use the following information to create two new units of measure:
Name UOM Description Class

00-Centimeter 00C 00 Centimeter 00-Metric
00-Kilometer 00K 00 Kilometer 00-Metric
4. (M) File > Save.

Chapter 1 - Page 34
Guided Demonstration - Defining Unit of Measure Conversions
1. (N) Setup > Units of Measure > Conversions
Note: The application prompts you to select an organization if it is a first-time access to the
database. Select M1 Seattle Manufacturing from the list of values.
2. (M) File > New
3. Enter 00-Centimeter in the Unit field.
4. Enter 0.01 in the Conversion field.

5. (M) File > New
6. Enter 00-Kilometer in the Unit field.
7. Enter 1000 in the Conversion field.
8. (M) File > Save

Chapter 1 - Page 35
Practice - Defining Units of Measure
Overview
In this practice, you will:
• Define unit of measure classes.
• Define units of measure.
• Set up unit of measure conversions.
Assumptions

• Replace ## with your terminal number or initials.
• Responsibility = Inventory, Vision Operations USA
Tasks
Defining Unit of Measure Classes
Define the unit of measure class (Quantity Class) with the base unit of measure Each. Use your
team number (##) to uniquely identify your unit of measure class.
Defining Units of Measure
Define the following units of measure for your class. Use your team number (##) to uniquely
identify your units of measure.
− Dozen
− Gross
− Case
Setting up UOM Conversions
Set up the standard conversion for your units of measure. Use your team number (##) to uniquely
identify your class from the other teams in the classroom.
Note: A Gross = 144 each, and a case = 24 each.

Chapter 1 - Page 36
Solution – Defining Units of Measure
Defining Unit of Measure Classes
1. Navigate to the UOM Classes window.
• (N) Setup > Units of Measure > Classes
2. The application prompts you to select an organization if it is a first-time access to the

database. Select M1 Seattle Manufacturing from the list of values.

3. (M) File > New
− Name ##-Qty
− Description ##-Quantity Class
− Base Unit ##-Each
− UOM (abbreviation) ##E
4. (M) File > Save.
Defining Units of Measure
5. Navigate to the Unit of Measure window.
6. (B) Units of Measure
7. (M) File > New


Chapter 1 - Page 37
8. Enter the units of measure information according to the following table:
Name UOM Description

##-Dozen ##D ## Dozen UOM
##-Gross ##G ## Gross UOM
##-Case ##C ## Case UOM
Note: Select (M) File > New (after each new unit of measure).

9. (M) File > Save.
10. (M) File > Close form.
Setting up Unit of Measure Conversions
11. Navigate to the Unit of Measure Conversions window.
• (N) Setup > Units of Measure > Conversions
12. (M) File > New

Chapter 1 - Page 38
13. Enter the unit of measure conversion information according to the following table:
Unit Class Conversion Base Unit

##-Dozen ##-Qt y 12 ##-Each
##-Gross ##-Qt y 144 ##-Each
##-Case ##-Qty 24 ##-Each
Note: Select (M) File > New between each new unit of measure conversion. Verify that you
are creating a standard unit of measure conversion.

14. (M) File > Save

Chapter 1 - Page 39
R12.x Defining and Maintaining Items Fundamentals

Chapter 1 - Page 40
Guided Demonstration - Defining Items
1. (N) Items > Master Items
2. Define an item using the following information:

− Item: AS18456
− Description: Lap Top Assembly
3. (M) Tools > Copy From
4. Select Finished Good template from LOV.

5. (B) Apply
6. (B) Done
7. (M) File > Save
8. (M) Tools > Organization Assignment
9. Enable the Item in M1 Seattle Manufacturing by selecting the Assigned check box.
10. (M) File > Save

Chapter 1 - Page 41
Guided Demonstration - Viewing Item Attributes
Responsibility = Oracle Inventory, Vision Operations USA
1. (N) Items > Master Items
2. (M) View > Query by Example > Enter
3. Enter item AS20000%
4. (M) View > Query by Example > Run
5. (T) Inventory

6. Select the Master radio button in the Display Attributes region of the page.
Notice which attributes are controlled at the master organization level.
7. Select the Org radio button in the Display Attributes region of the page.
Notice which attributes are controlled at the organization level.
8. (T) Purchasing
9. (T) Receiving
10. (T) Order Management

Chapter 1 - Page 42
Practice - Viewing Item Attributes
Overview
In this practice, you will learn how to view item attributes.
Assumptions
• You are skilled at Oracle navigation.
• Responsibility = Inventory, Vision Operations USA.

Tasks
Viewing Item Attributes
1. Find item # AS20000 and answer the following questions:
• Is a BOM allowed for this item? _____ What is the control level? ______
• Is this item Recipe Enabled? _____ 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? ______
• Are customer orders enabled for this item? _________What is the control level? _____
• Is Invoicing Enabled for this item? ______________ What is the control level? _____
• Is this item transactable in Inventory? ____________ What is the control level? ______
• Is this item stockable in Inventory? _______________ What is the control level? _____

Chapter 1 - Page 43
Solution - Viewing Item Attributes
Viewing Item Attributes
1. Navigate to the Master Item window.
• (N) Items > Master Items
2. Query Item # AS20000.
• (M) View > Query by Example > Enter

− Enter AS20000% in the Item field.
• (M) View > Query by Example > Run
3. (T) Bills of Material
A BOM is allowed for item AS20000. This attribute is controlled at the master level.

Chapter 1 - Page 44
4. (T) Process Manufacturing
Item AS20000 is recipe enabled. This attribute is controlled at the organization level.

Chapter 1 - Page 45
5. Find Item AS54888.
• (M) View > Find

Chapter 1 - Page 46
• Click Find.
6. (T) Main
The item status for item AS5488 is active and master controlled.

Chapter 1 - Page 47
7. (T) Bills of Material
A Bill of Material is allowed for this item and the attribute is master controlled.
8. (T) Order Management
Customer orders are enabled for this item and the attribute is master controlled.

Chapter 1 - Page 48
9. (T) Invoicing
Invoicing is enabled for this item and the attribute is master controlled.

Chapter 1 - Page 49
10. (T) Inventory
This item is transactable and stockable. These attributes are master controlled.

Chapter 1 - Page 50
11. In how many Organizations can this part be used?

Chapter 1 - Page 51
Guided Demonstration - Creating Item Templates
Responsibility = Inventory, Vision Operations (USA)
1. Navigate to the Item Templates window.
• (N) Setup > Items > Templates
2. Click (B) New.
3. Use the following information to create an item template:

− Template: 00-Leadtime
− Description: Standard lead times for new parts

− Organization: M1
4. (M) File > Save
5. Select Lead Times from the Show list.
6. Enable the following item attributes in the following table:
Attribute Name Value

Preprocessing Lead Time 5
Processing Lead Time 44
Post Processing Lead Time 1
7. (M) File > Save

Chapter 1 - Page 52
Guided Demonstration - Restricting Items to Subinventories
1. Navigate to the Organization Items window.
• (N) Items > Organization Items
2. Enter Item AS18456 in the Item field.
3. Click (B) Find.
4. (M) Tools > Item Subinventories

5. Enter the following information on the Item Subinventories window:
− Subinventory: Stores
− Subinventory: FGI
6. (M) File > Save

Chapter 1 - Page 53
Guided Demonstration - Establishing Item Relationships
1. Navigate to the Item Relationships window.
• (N) Items > Item Relationships
2. Select To from the Direction list.
3. (B) New
4. Enter the following item relationship information:

From Item To Item Type Reciprocal
AS18947 AS54888 Substitute Selected
AS18947 AS44400 Up-Sell Deselected
5. (M) File > Save

Chapter 1 - Page 54
Practice - Defining Items
Overview
In this practice, you will learn how to define items, assign item attributes, and enable items in
organizations.
Assumptions
• Responsibility = Inventory, Vision Operations USA.

Tasks
Create Items
Create eight items using the Finished Goods template with the following name/descriptions:
Item Description
##-Item01 Team## No Inventory Controls
##-Item02 Team## Locator Controlled Item
##-Item03 Team## Revision Controlled Item
##-Item04 Team## Lot Controlled Item
##-Item05 Team## Child and Parent Lot Item
##-Item06 Team## Grade Controlled Item
##-Item07 Team## Serial Controlled Item
##-Item08 Team## Dual UOM and Lot Expiration Controlled Item
What item attribute do you have to disable if you require dual unit of measure control?
_________________________________________________
Note: Use the same naming convention for your items from ##-Item01 to ##-Item08. Ensure
that you enable your items in M1 Seattle Manufacturing and M2 Boston Manufacturing.

Chapter 1 - Page 55
Solution - Defining Items
Create Items
1. Navigate to the Master Item window
2. Create the no inventory controls item:

− Item: ##-Item01
− Description: Team ## No Inventory Controls

4. Enter Finished Good in the Template field
5. (B) Apply
6. (B) Done

Chapter 1 - Page 56
7. (M) File > Save
8. (M) Tools > Organization Assignment
9. Assign the item to the following inventory organizations:

− Org: M1 Seattle Manufacturing
− Org: M2 Boston Manufacturing

Chapter 1 - Page 57
10. (M) File > Save
11. Click the Attribute Groups tab.
12. File > New
13. (T) Inventory
14. Create your locator-controlled item. Enter the item name and description. Repeat steps 2-6
to copy the Finished Good template. Enable the following additional item attributes for your
locator-controlled item:
− Item: ##-Item02
− Description: Team ## Locator Controlled Item
− Locator Control: Prespecified

Chapter 1 - Page 58
15. (M) File > Save
16. Repeat steps 8-10 to enable the item for M1 Seattle Manufacturing and M2 Boston
Manufacturing.
18. (M) File > New
19. (T) Inventory
20. Create your revision-controlled item. Enter the item name and description. Repeat steps 2-6
to copy the Finished Good template. Enable the following additional item attributes for your
revision-controlled item:
− Item: ##-Item03
− Description: Team ## Revision Controlled Item
− Revision Control: Selected

Chapter 1 - Page 59
21. (M) File > Save
Manufacturing.
24. (M) File > New
25. (T) Inventory
26. Create your lot-controlled item. Enter the item name and description. Repeat steps 2-6 to
copy the Finished Good template. Enable the following additional item attributes for your
lot-controlled item:
− Item: ##-Item04
− Description: Team ## Lot Controlled Item
− Lot Control: Full Control
− Starting Prefix: A
− Starting Number: 001
− Maturity Days: 10
− Hold Days: 5

Chapter 1 - Page 60
27. (M) File > Save
Manufacturing.
30. (M) File > New
31. (T) Inventory
32. Create your parent and child lot-controlled item. Enter the item name and description.
Repeat steps 2-6 to copy the Finished Good template. Enable the following additional item
attributes for your parent and child-lot-controlled item:
− Item: ##-Item05
− Description: Team ## Child and Parent Lot Item
− Hold Days: 5
− Child Lot Enabled: Selected
− Child Generation: Parent+Child
− Prefix: A

Chapter 1 - Page 61
33. (M) File > Save
Manufacturing.
36. (M) File > New
37. (T) Inventory
38. Create your grade-controlled item. Enter the item name and description. Repeat steps 2-6 to
grade-controlled item:
− Item: ##-Item06
− Description: Team ## Grade Controlled Item
− Hold Days: 5
− Grade Controlled: Selected
− Default Grade: A

Chapter 1 - Page 62
39. (M) File > Save
Manufacturing.
42. (M) File > New
43. (T) Inventory
44. Create your serial-controlled item. Enter the item name and description. Repeat steps 2-6 to
serial-controlled item:
− Item: ##-Item07
− Description: Team ## Serial Controlled Item
− Serial Generation: Predefined

Chapter 1 - Page 63
45. (M) File > Save
Manufacturing.
48. (M) File > New
49. (T) Main
50. Create your dual unit of measure and lot expiration-controlled item. Enter the item name and
description. Repeat steps 2-6 to copy the Finished Good template. Enable the following
additional item attributes to enable dual unit of measure control:
− Item: ##-Item08
− Description: Team ## Dual UOM and Lot expiration controlled item
− Primary: Each
− Tracking: Primary & Secondary
− Pricing: Primary
− Secondary: Meter
− Defaulting: Default
− Deviation Factor +: 10
− Deviation Factor -: 10

Chapter 1 - Page 64
51. (T) Inventory
52. Enter the following lot control parameters:

− Lot Expiration (Shelf Life) Control: Shelf life days
− Shelf Life Days: 30
− Retest Interval: 10
− Expiration Action Interval: 5
− Expiration Action: DISP
− Hold Days: 5

Chapter 1 - Page 65
53. (M) File > Save
Note: If you receive the following message, BOM item type cannot be "Model" or "Option
Class" and BOM Allowed must be set to "No" when tracking UOM is primary and
secondary, then click the Bills of Material tab, deselect the BOM Allowed check box and
then save.
Manufacturing.
55. (M) File > Save
Create a Unit of Measure Conversion for the Dual UOM Controlled Item
57. Navigate to the Unit of Measure Conversions window
• (N) Setup > Units of Measure > Conversions
58. (T) Inter-Class

− Item: ##-Item08

Chapter 1 - Page 66
− Destination: Foot
− Conversion: .05

60. (M) File > Save

Chapter 1 - Page 67
Practice - Defining Categories
Overview
In this practice, you will set up item categories and add your items to these categories
Assumptions
• Replace ## with your terminal number or initials.

• Responsibility = Inventory, Vision Operations USA
Tasks
Create Item Categories
1. Create the following item categories: ##No Controls and ##Controls.
Create a Category Set
2. Create a category set called ##Category set
Assign Categories to Your Items
3. Assign the following items your categories:
Item Category
AS18947 ##No Controls
AS54888 ##No Controls
##-Item01 ##No Controls
##-Item02 ##Controls

Chapter 1 - Page 68
Solution - Defining Categories
Create Item Categories
1. Navigate to the Categories window.
• (N) Setup > Items > Categories > Category Codes
2. (B) New

Structure Name Category Description Enabled
Product Family ##No Controls Team ## Items with No Selected
Controls
Product Family ##Controls Team ## Items with Selected
Inventory Controls
4. (M) File > Save
Create a Category Set
6. Navigate to the Category Sets window.

Chapter 1 - Page 69
• (N) Setup > Items > Categories > Category Sets

− Name: ##Category Set
− Description: Team ## Category Set
− Flex Structure: Product Family
− Controlled At: Master Level
− Default Category: ##No Controls
− Category: ##Controls
8. (M) File > Save Oracle Internal & Oracle Academy Use Only
Assign Categories to Your Items

Chapter 1 - Page 70
11. Query the items and assign them to your category set and the appropriate categories.
12. (M) View > Query By Example > Enter
13. Enter the item in the Item field.
14. (M) View > Query by Example > Run
15. (M) Tools > Categories
16. Repeat the preceding steps for each of the items listed in the following table:
Item Category Set Category

AS18947 ## Category Set ##No Controls
AS54888 ## Category Set ##No Controls
##-Item01 ## Category Set ##No Controls
##-Item02 ## Category Set ##Controls

Chapter 1 - Page 71
17. (M) File > Save

Chapter 1 - Page 72
Guided Demonstration - Setting Up Catalog Groups
Create an Item Catalog Group
1. Navigate to the Item Catalogs window.
• (N) Setup > Items > Catalog Groups
2. (M) File > New

− Name: ## Mugs
− Description: Kinds of Mugs
4. (B) Save
5. (B) Details
6. Enter the details according to the following table:
Seq Name Description Required Description Default

1 Countr y Country of origin Deselected Selected
2 Style Style of mug Selected Selected
3 Capacity Number of ounces Selected Selected
4 Material What is it made of? Selected Deselected
7. (B) Save
Create Items
10. Create items according to the following table:
Note: Use the Finished Good template and enable all parts in M1 Seattle Manufacturing and
M2 Boston Manufacturing.

Chapter 1 - Page 73
Item Description
## Mug 1 Mug 1
## Mug 2 Mug 2
## Mug 3 Mug 3
## Mug 4 Mug 4
Update Items with Catalog Information
Update the above items with item catalog descriptive elements. If you used the save and proceed
option when you created your mugs you will not have to re-query them for the following steps.

12. Find the first item
• (M) View > Find
13. Enter ## Mug 1 in the Item field.
14. (B) Find
15. (M) Tools > Catalog

− Catalog Group: ## Mugs
− Country: US
− Style Covered
− Capacity: 12 oz
− Material: Pewter
17. (B) Update Description
18. (B) Save
19. Repeat steps 14-17 for the remaining items in the table:
Item Country Style Capacity Material

## Mug 2 US Uncovered 12 oz Copper
## Mug 3 US Covered 16 oz Plastic
## Mug 4 US Uncovered 16 oz Glass

Chapter 1 - Page 74
Search for items Using Catalog Attributes
21. Navigate to the Item Search window.
• (N) Items > Item Search

− Show: Item Catalog
− Catalog Group: ## Mugs
− Capacity: 16 oz

23. Click (B) Find.
The items that match the item catalog attributes display in the Item Search window.

Chapter 1 - Page 75
R12.x Lot and Serial Control

Chapter 1 - Page 76
Guided Demonstration - Generating Lots
Responsibility: Inventory, Vision Operations
2. Create an item with the following information:

− Item: lot_con trol_item
− Description: Lot control item

− Template: Finished Good
4. (B) Apply
5. (B) Done
6. (T) Inventory
7. Enable the following Item Attributes:

− Lot Expiration (Shelf Life): Shelf Life Days
− Shelf Life Days: 60
− Retest Interval: 30
− Expiration Action Interval: 10
− Expiration Action: DISP (Dispose)
− Hold Days: 5
− Grade Controlled: Enabled
− Default Grade: A
8. (B) Save
9. (T) Organization Assignment
10. Enable the item in the following organizations:

− M1 Seattle Manufacturing
− M2 Boston Manufacturing
11. (B) Save
13. Navigate to the Lots window.

Chapter 1 - Page 77
• (N) On-hand, Availability > Lots
14. (B) New
15. Enter lot_control_item in the Item field.
16. (B) Generate Lot
17. (B) Save

Chapter 1 - Page 78
Guided Demonstration - Maintaining Grades
1. Navigate to the Maintain Grades window.
• (N) Setup > Grades
2. (M) File > New
3. Enter the following grade information.

− Grade: AVG
− Description: Average grade

4. (M) File > Save

Chapter 1 - Page 79
Guided Demonstration - Maintaining Lot Actions
Responsibility = Inventory, Vision Operations
1. Navigate to the Maintain Actions window.
• (N) Setup > Action Codes
2. (M) File > New
3. Enter the following lot action information:

− Action: DEST
− Description: Destroy Item

4. (M) File > Save
5. (M) Close > Close Form

Chapter 1 - Page 80
Practice - Using the Lot Master
Overview
In this practice you will use the lot master to generate lots.
Assumptions
• You created lot control, parent and child lot control, grade control, and Dual UOM and
lot expiration controlled items in the Defining Items practice.

or test instance at your site to complete this practice.
Tasks
Generate Lots
1. Generate a lot for the following items:
• ##-Item04
• ##-Item05
• ##-Item06
• ##-Item 08
2. What is the origination type? _____________________________

Chapter 1 - Page 81
Solution - Using the Lot Master
Generate Lots
1. Navigate to the Item Lots window.
• (N) On-hand, Availability > Lots
2. (B) New
3. Enter ##-Item04 in the Item field where ## represents your team number.

4. Press Enter.
5. (B) Generate Lot
6. (M) File > Save

Chapter 1 - Page 82
7. (M) File > New
9. Press Enter.

Chapter 1 - Page 83
10. (B) Generate Parent Lot, (then TAB to next field)
12. (M) File > Save

Chapter 1 - Page 84
13. (M) File > New
15. Press Enter.

Chapter 1 - Page 85
17. From where does the value in the Grade field default? ______________
18. (M) File > Save
19. (M) File > New
20. Enter item ##-Item08 in the Item field where ## represents your team number.
21. Press Enter.

Chapter 1 - Page 86
23. Enter the current date in the Origination Date field.

Chapter 1 - Page 87
24. If desired, you can update information in the following fields:
− Expiration Date
− Expiration Action Date
− Expiration Action Code
− Expiration Retest Date
Note: The dates (and the Action Code) default from the item’s “Lot Expiration (Shelf Life)”
attributes.
25. (M) File > Save

Chapter 1 - Page 88
Guided Demonstration - Working with Revision, Lot, and Serial
Controls
Create New Revisions
1. Verify that you are in the M1 Seattle Manufacturing organization. If not, change your
organization to M1 Seattle Manufacturing:
• Select M1 Seattle Manufacturing from the organization list.

2. (N) Items > Organization Items
4. (T) Inventory
5. Select the Revision Control check box.
Note: Click OK if the following message appears: Attribute Modified: Revision Qty Control
Code. Do you want to continue?
6. (M) Tools > Revisions
7. (M) File > New
8. Enter the following revision information:

− Revision: B
− Revision Label: B
− Description: Lap Top Assembly Revision
− Effective Date: Today's Date.
9. (B) Save
Enable Lot Control
12. Find item AS18456.
13. (T) Inventory

Chapter 1 - Page 89
− Control: Full Control
− Starting Prefix: X
15. (B) Save
Enable Serial Control
19. (T) Inventory

20. Enter the following information in the Serial region:
− Generation: Predefined
− Starting Prefix: AS
Note: When you change the Generation field to Predefined, the following message appears:
Attribute modified: Serial number control. Do you want to continue? Click OK to continue.
21. (B) Save
Generate Serial Numbers
23. (N) On-hand, Availability > Generate Serial Numbers
24. Enter the following information to generate serial numbers:

− Item: AS42001 (then (B) OK)
− Quantity: 1000 (then (B) OK)
25. (B) Submit
26. (B) No
Transact Locator Controlled Items
27. (N) Transactions > Miscellaneous Transaction
28. Enter the following transaction information:

− Type: Miscellaneous receipt
− Account: Miscellaneous
29. (B) Transaction Lines

Chapter 1 - Page 90
30. Enter the following receipt information:
− Item: AS18456
− Revision: B
− Quantity: 10
31. (B) Lot /Serial
32. (B) Generate

− Lot Quantity: 10
33. (B) Done
34. (M) File > New

35. Enter the following receipt information:
− Item: AS42001
− Quantity: 15
36. (B) Lot /Serial
37. Select the first available serial number from the list of values.
Note: The End Serial Number field populates automatically according to the transaction
quantity.
38. (B) Done
39. (M) File > Save

Chapter 1 - Page 91
Practice - Generating and Maintaining Serial Numbers
Overview
In this practice, you will learn how to update your revision, lot, and serial control for your items.
You will also learn how to receive items into stock that have revision, lot, and serial control. You
will use the items you created in the Defining Items practice.
Instructor Note: Serial Numbers are unique within inventory items and are generated at the item
level.
Assumptions
• You are skilled in Oracle Navigation.

• You have completed the Defining Items practice.
Tasks
1. Predefine a range of serial numbers using the following information:

− Item: ##-Item07 then (B) OK
− Quantity: 10000
Note: ## represents your team number.
Find Serial Numbers
2. Find the serial numbers you generated. What state are the serial numbers in?
_______________________________________________________

Chapter 1 - Page 92
Solution - Generating and Maintaining Serial Numbers
1. Navigate to the Generate Serial Numbers window.
• (N) On-hand, Availability > Generate Serial Numbers

− Item: ##- Item-07
− Quantity: 10000

3. (B) OK

Chapter 1 - Page 93
4. (B) Submit
5. (B) No
Find Serial Numbers

Instructor Note: You can mention from this window that the student can view serial genealogy
as well as transaction information.
6. Navigate to the Serial Numbers window.

Chapter 1 - Page 94
• (N) On-hand, Availability > Serial Numbers

− Item: ##-Item07
If you place your cursor in the item field then you can enter information in that field.

8. (B) Find

Chapter 1 - Page 95
9. (T) Serial Info

Chapter 1 - Page 96
The serials are in the Defined but not used state.

Chapter 1 - Page 97
Guided Demonstration - Viewing Lot Genealogy
1. (N) On-hand, Availability > Lots
2. Select an item
3. (B)View Genealogy
4. (T) Lot Attributes

Instructor Note: Explain the Lot Attributes tab. This tab contains information about the lot.

5. (T) Material Transactions
Instructor Note: Explain the Material Transactions tab. If you transacted this lot, then the
transactions appear in this tab. You can also access the Grade /Status history as well as
reservations and on-hand quantity.
6. (T) Pending Txns and Allocations

Instructor Note: Explain the Pending Txns and Allocations tab. If there are any pending
transactions or allocations for the lot, then you can view it on this tab. You can access the
existing reservations and the on-hand quantity as well.
7. (T) Products or (T) Components

Instructor Note: Explain the Product and Components tabs. If you are viewing the lot by
source, then you can view the Lot components. If you are viewing where the lot is used, then you
can view the lot products. You can view the product or information such as transaction
information and work, batch, or work order details.
8. (T) Quality Collections or (T) Quality Samples

Instructor Note: Explain the Quality Collections and Quality Samples tabs. If you are using
Oracle Quality or Process Quality then you can view these tabs.
9. (T) Lot Based Job Transactions

Instructor Note: Explain the Lot Based Job Transactions tab. If you have Oracle Shop Floor
Management installed, then you can see the Lot Based Job Transactions tab. The Lot Based Job
Transactions tab displays the Oracle Shop Floor Management transactions, such as splitting,
merging, bonus lots, and updating assemblies. It displays the previous values for WIP Lot Name,
Start Quantity, and Assembly Number, and the resulting values after the transaction.

Chapter 1 - Page 98
R12.x Transaction Setup

Chapter 1 - Page 99
Guided Demonstration - Creating Customized Transactions
Set Up Source Types
1. (N) Setup > Transactions > Source Types
2. (T) User
3. (M) File > New
4. Enter the following information to define a source type:

− Name: Charitable Donation
− Description: Charitable Donation
5. (M) File > Save
Set Up Transaction Types
7. (N) Setup > Transactions > Types
8. (T) User
9. (M) File > New
10. Enter the following information to define a transaction type:

− Name: Goodwill Donation
− Description: Goodwill Donation
− Source Type: Charitable Donation
− Action: Issue from Stores
11. (M) File > Save
Set Up Transaction Reasons
13. (N) Setup > Transactions > Reasons
14. (M) File > New
15. Enter the following information to define a transaction reason:

− Name: Goodwill
− Description: Charitable donation to Goodwill

Chapter 1 - Page 100
16. (M) File > Save

Guided Demonstration - Creating Picking Rules
1. Navigate to the Inventory Picking Rules window.
• (N) Setup > Rules > Picking

− Name: Sales_Order_Partial_Lot_Subinventory
− Description: Sales order partial lot allocation allowed
− Partial Allocation Allowed: Enabled
− Subinventory: RECEIPT DATE DESC

− Rank: 1
3. (M) File > Save
4. Select the Enabled check box.
5. (M) File > Save
6. (B) Assignment
7. Assign the rule to the following item:

− Item: AS18947
8. (M) File > Save

Guided Demonstration - Opening Accounting Periods
1. Navigate to the Inventory Accounting Periods window.
• (N) Accounting Close Cycle > Inventory Accounting Periods
2. Select an accounting period with a Future status.
3. (B) Change Status
4. (B) OK


R12.x Issuing and Transferring Material

Practice - Processing Miscellaneous Receipts
Overview
In this practice you will perform a miscellaneous receipt to receive the items you created in the
Defining Items practice.
Assumptions
• You completed the Defining Items practice.
• You completed the Creating Subinventories practice.

• Responsibility: Inventory, Vision Operations (USA)
Tasks
Perform a Miscellaneous Receipt for the Items You Created in the Defining Items
Practice
1. Receive the following eight items where ## represents your team number. If the item has
associated inventory controls such as a lot or serial, generate a new lot or serial for the item.
• ##-Item01
• ##-Item02
• ##-Item03
• ##-Item04
• ##-Item05
• ##-Item06
• ##-Item07
• ##-Item08
Verify the Transactions Processed
2. Use the Material Transactions window to verify the transaction processed.

Solution - Processing Miscellaneous Receipts
Responsibility = Inventory, Vision Operations (USA)
1. Navigate to the Miscellaneous Transaction window.
• (N) Transactions > Miscellaneous Transaction

− Type: Miscellaneous receipt
− Account: Miscellaneous (the account number is 01-580-7740-0000-000)

4. (M) File > New
5. Enter the following information for item ##-Item01:

− Item: ##-Item01
− Quantity: 1000

6. (M) > File > New
7. Enter the following information for ##-Item02:

− Item: ##-Item02
− Locator: ##.1.01
− Quantity: 1000
8. (M) File > New

− Item: ##-Item03
− Revision: A
− Quantity: 1000

10. (M) File > New
11. Enter the following information for ##Item04:

− Item: ##-Item04
− Quantity: 1000

12. (B) Lot/Serial
14. Enter the following lot information:

− Quantity: 500

15. (M) File > New

− Quantity: 500

18. (B) Done
19. (M) File > New
20. Enter following information for ##-Item05:

− Item: ##-Item05
− Lot: Select an existing lot from the list of values
− Quantity: 1000

21. (M) File >New

− Item: ##-Item06
− Quantity: 1000
23. (B) Lot/Serial

− Quantity: 1000

26. (B) Don
27. (M) File > New

− Item: ##-Item07
− Quantity: 500
29. (B) Lot/Serial
30. Enter a range of serial numbers.

31. (B) Done
32. (M) File > New

− Item: ##-Item08
− Quantity: 500
Note: Because of the Defaulting Rule you selected during Item setup, the Secondary
Quantity appears automatically (but it may differ from the one shown in this Solution, based
on your conversion factor).
34. (B) Lot/Serial

− Quantity: 500

37. (B) Done
38. (M) File >Save
Verify the Transactions Processed
40. Navigate to the Material Transactions window.
• (N) Transactions > Material Transactions
41. Verify today’s date appears in the Transactions Dates fields.

43. (B) Find

44. What is the Source Type for item ##-Item03? ________________________________

Guided Demonstration - Performing Subinventory Transfers
1. (N) Transactions > Subinventory Transfer
2. Enter Subinventory Transfer as the Type.
4. Enter the following transfer information:

− Item: AS18947

− To Subinventory: Stores
− Quantity: 45
5. (M) File > Save

Guided Demonstration - Performing Inter-organization Transfers
1. (N) Transactions > Inter-organization Transfer
Note: Verify a shipping network exists between the shipping organization and the receiving
organization.

− To Org: M2
− Type: Intransit Shipment
− Shipment Number: 001

− Freight: DHL
− Containers: 2

− Item: AS18947
− From Subinventory: FGI
− To Subinventory: Stores
− Quantity: 10
5. (M) File > Save

Practice - Performing Inter-organization Transfers
Overview
Your instructor has validated the shipment of items from the Seattle Manufacturing Organization
(M1) to the Boston Manufacturing Organization (M2). Now we will ship items between M1 and
M2.
Note: Ensure that the items you ship have been assigned to both M1 and M2 organizations.
Assumptions

• You have completed the Defining Items practice.
Transact Items
Select a lot or serial control item to transfer from M1 Seattle Manufacturing to M2 Boston
Manufacturing using the following information:
• Transact Type: Inventory Intransit shipment
• Shipment Number: T##
• Freight: DHL
• Waybill: T##
• Containers: 1
• Expected Receipt date: 1 week from today.
• Quantity: 1
• From Subinventory: ##FGI
• To Subinventory: Stores
View Transactions
Use the Material Transactions window to verify that the transaction processed.

Solution - Performing Inter-organization Transfers
Transact Items
1. Navigate to the Inter-organization Transfer window.
• (N) Transactions > Inter-organization Transfer

− To Org: M2 Boston Manufacturing
− Transaction Type: Intran sit shipment

− Shipment Number: T##
− Freight: DHL
− Waybill/Airbill: T##
− Containers: 1
− Expected Receipt Date: 1 week from today.

− Item: ##-Item 05

− Subinventory: ##-FGI
− To Subin: Stores
− Quantity: 10

5. (B) Lot / Serial
6. Select the Lot Number from the Lot Number list. The Parent Lot Number appears
automatically.
7. Enter the 10 in the Quantity field.

8. (B) Done
9. (M) File > Save
Viewing Transactions
11. Navigate to the Material Transactions window.
• (N) Transactions > Material Transactions
12. Enter your ##-Item05 for the item.
13. (B) Find

14. (T) Intransit

16. Change the Organization to M2 Boston Manufacturing.
17. (N) Transactions > Receiving > Manage Shipments
18. Navigate to the Manage Shipments window.
• (N) Transactions > Receiving > Manage Shipments

− Shipment: T##
20. (B) Find

Guided Demonstration - Receiving Stock into Inventory
Create Receipts

2. (N) Transactions > Receiving > Receipts

− Source Type: Internal

− Item: AS18947
4. (B) Find
5. Close the Receipt Header window when it opens.
6. Select the item to receive.
7. Enter the M2-Boston as the receiving Location.
8. (M) File > Save
9. (B) Header
10. View the shipment number that the system created. Note the shipment number.
Receive Stock
12. (N) Transactions > Receiving > Receiving Transactions.

− Item: AS18947
14. (B) Find
15. Select the transaction to receive.
16. Enter the following receiving information:

− Location: M2-Boston
− Subinventory: Stores
17. (M) File > Save

Verify Receipts and Receive Transactions
19. (N) Transactions > Receiving > View Receiving Transactions

− Item: AS18947
21. (B) Find
22. Select the appropriate receipt number that was created in the previous steps.
23. (B) Transactions


Practice - Receiving Items into Inventory
Overview
In this practice you will learn how to receive items into inventory.
Assumptions
• You completed the Performing Inter-organization Transfers practice.

Tasks
Receive Inventory
Receive the item into stock that you transferred in the Inter-organization Transfers practice.
Move Items from Receiving into Inventory
After you take delivery of the item in receiving, you will move it to inventory.
Verify that the Items are in Inventory
Verify that the transaction has processed and the resulting on-hand quantity is correct.

Solution – Receiving Items into Inventory
Receive Inventory
1. Change organization to M2 Boston Manufacturing.

2. Navigate to the Receiving Receipts window.

• (N) Transactions > Receiving > Receipts

− Item: The item you transferred in the Performing Inter-organization Transfer
practice (##-Item05).

4. (B) Find
5. Close the Receipt Header window when it opens.
6. Select the item to receive.
7. Verify the item quantity.
8. Verify the UOM.
9. Enter the appropriate inventory control information if necessary.
10. Enter M2-Boston for the Location of the receipt.

11. (M) File > Save
12. (B) Header

− Note the receipt number that was created. ____________________
Move Items from Receiving into Inventory
14. Navigate to the Receiving Transactions window.
• (N) Transactions > Receiving > Receiving Transaction.

− Item: The item you transferred in the Performing Inter-organization Transfers

16. (B) Find
17. Select the Item to receive.
18. Enter M2-Boston as the Location for the receipt.
19. Verify that Stores is the Subinventory.

20. (B) Lot-Serial
21. Enter the lot and quantity information.
22. (B) Done
23. (M) File > Save

Verify the Items are in Inventory
25. Verify the transaction processed.
• (N) Transaction > Receiving > View Receiving Transaction

− Item: The item that you transferred in the Performing Inter-organization Transfers
27. (B) Find

28. (B) Transactions
29. Verify the receipt and delivery transactions.


Guided Demonstration - Transacting Move Orders
Generate Move Order

Instructor Note: Verify that enough quantity of Item AS5488 exists in the FGI subinventory.
1. (N) Move Orders > Move Orders
2. Use the following information to generate a move order:

− Number: 001
− Description: AS54888 Move Order
− Default Transaction Type: Move Order Transfer

− Source Subinventory: FGI
− Destination Subinventory: Stores
− Item: AS54888
− Primary Quantity: 200
3. (B) Approve
Transact Move Orders
5. (N) Move Orders > Transact Move Orders
6. Enter 001 in the Numbers field.
7. (B) Find
8. (B) View/Update Allocations
9. (B) Transact
10. (B) OK

Practice - Transacting Move Orders
Overview
In this practice you will generate and transact move orders.
Assumptions
• You completed the Defining Locator Controls practice.

• You completed the Creating Subinventories practice.
Tasks
Instructor Note: Review the time out periods and time out actions for move orders in the
organizational parameters for M1. Verify the time out period is set to 0 and automatic approval is
set. (N) Setup > Organization > Parameters.
Create a Move Order
Create a move order for your item and move 10 pieces from the ##FGI subinventory to your
##Main subinventory using the following information:
− Number = ##-1
− Description = Team ## Move order
− Transaction Type = Move Order Transfer
− Item = ##Item08
Transact Move Order
Verify your move order and make changes to the move order such as changing locator control.
When the move order is complete, you will transact the move order.
Verify the Results
Verify your transaction was processed.

Solution - Transacting Move Orders
Create a Move Order
Create a Move Order
1. Navigate to the Move Orders window.
• (N) Move Orders > Move Orders
2. Define a move order using the following information:

− Number: ##-1
− Description: Team ## move order
− Transaction Type: Move Order Transfer
− Source Subinventory: ##FGI
− Primary Quantity: 10
3. (T) Destination:
− Subinventory: ##Main
− Locator: ##.2.01

4. (B) Approve
Note: If the following message appears, Apply Converted Quantity to Secondary Quantity,
click Yes.
Transact Move Order
6. Navigate to the Transact Move Orders window.
• (N) Move Orders > Transact Move Orders
7. Find your move order.
• Numbers: ##-1

8. (B) Find
9. Update your move order:
• (B) View/Update Allocations
10. Verify/Update the following:


− To Subinventory: ##Main
− To Locator: ##.2.01
− Quantity: 10
11. (B) Lot/Serial

− Lot Number: Select an existing lot.
− Quantity: 10
13. (B) Done

15. (B) Transact
16. (B) OK
Verify the Results
18. View the results to verify the transaction processed.
• (N) Transactions >Material Transactions
19. Enter Item ##-Item08 in the Item field.

20. (B) Find
21. Verify that the transaction processed successfully.


Guided Demonstration - Mobile Application Inter-organization
Transfers
1. Enter telnet esxxxx.oracle.com 7070 in the Windows Run dialog box, where xxxx is the
instance number.
2. Select Default from the Device List.
3. Enter your user name and password. Note that the responsibility, “Materials & Mfg” must
be assigned to your user name.
Instructor Note: You can assign responsibilities to user names through the Users window. You
can access Users window using the System Administrator responsibility.

4. If there is more than one responsibility assigned to your user name, select Materials & Mfg
from the Responsibilities list.
Instructor Note: Use the down arrows to navigate, and press enter.
5. Select Inventory from the Materials & Mfg menu.
6. Select Transfers.
7. Select Org Transfer.
8. Enter M1 as the Org code.
9. Enter M2 as the To Org.
10. Enter Intransit Shipment as the transaction type.
11. Enter 001 as the shipment number.
12. Enter AS18947 as the item to ship.
13. Enter FGI as the from subinventory
14. Enter 5 as the quantity to transfer.
15. Select Done.

Practice - Performing Mobile Transactions (Optional)
Overview
In this lab you will transfer items from one organization to another.
Assumptions
• If you are in an education center, verify that you are logged in to the launch pad.

Tasks
Interorganization Transfers Using the Mobile Interface
Use the mobile interface to conduct an interorganization transfer using the following
information:
− From Organization: M1 Seattle
− To Organization: M2 Boston
− Item: your choice
− Quantity: 5

Solution - Performing Mobile Transactions
Interorganization Transfers Using the Mobile Interface
Responsibility: Materials & Mfg
1. Start the Telnet session.
• (N) Windows Start menu > Run
2. Enter the login URL for the Tenet server as provided by the instructor. For example, enter
telnet egxxxx.us.oracle.com 7070 in the Run dialog box, where xxxx is the instance number.

4. Enter your user name and password. Note that the Materials & Mfg responsibility must be
assigned to your user name.

5. If more than one responsibility had been assigned to your user name, then select Materials &
Mfg.


7. Select Transfers from the Inventory menu.
8. Select Org Transfer from the Transfers menu.

9. Enter your item to transfer using the following information: (The mobile device is case
sensitive)
− Org Code: M1
− To Org: M2
− Txn Type: Intransit Shipment
− Ship Num: ##
− Item: Your Choice
− From Sub: ##FGI
− Quantity: 1
− To Sub: Stores

10. Select Done.
Note: Use the down arrow to advance to Done.

11. Select Logout.

R12.x On-hand and Availability

Guided Demonstration - Using the Material Workbench
1. Navigate to the Material Workbench
• (N) On-hand, Availability > On-hand Quantity

− Receiving: Deselected
− Inbound: Selected
− On-hand Deselected
Instructor Note: Explain the purpose of the different tabs to the students.

3. (B) Find
4. Click Organizations
5. Click M1
6. Click Inbound
7. Click Purchase Order to view all incoming purchase orders.
8. Click the top purchase order to view information about the purchase.
9. (B) Availability

Practice - Using the Material Workbench
Overview
In this practice you will use the Material Workbench to view the on-hand quantity for your an
item.
Assumptions
Tasks

Use the Material Workbench to view all On-hand Quantity in a Subinventory
1. Use the Material Workbench to view all items in your ##FGI subinventory and note the
quantities.

Solution - Using the Material Workbench
Use the Material Workbench to view all On-hand Quantity in a Subinventory
1. Navigate to the Material workbench


− On-hand: Selected
− View by: Location

3. (B) Find
4. Click Organizations
5. Click M1
6. Click Onhand

7. Select Item ##-03 in the right pane.
8. (B) Availability

9. What is the total quantity? _______________________________________
10. What is the available to reserve quantity? _____________________________
11. What is the available to transact quantity? _____________________________
13. Optional: Create and save a Query that lists items with quantity on hand less than zero.

Guided Demonstration - Creating an ATP Rule
1. Navigate to the ATP Rules window.
• (N) Setup > Rules > Available to Promise

− Name: ATP_Back ward
− Description: ATP Backward consumption
− Backward Selected
− Past Due Days Demand: 10

− Infinite Supply: User-def ined time fence
− Aggregate Order Promising Time Fence: User Defined
3. Select the following Demand Sources:

− Sales Orders
− Internal Orders
− Discrete WIP
− Repetitive WIP
4. Select the following Supply Sources:

− Discrete WIP
− Repetitive WIP
− Internal Reqs
− Supplier Reqa
− Purchase Orders
− On-hand Available
− Interorg Transfers
5. (M) File > Save

Guided Demonstration - Creating Reservations
Responsibility: Order Management Super User, Vision Operations USA
Instructor Note: Verify that item AS10000 is enabled for M1 Seattle manufacturing, and that
quantity of it exists in the FGI, subinventories within M1 Seattle.
Explain to the students that creating a sales order is a function of Oracle Order Management, and
that they will not be learning how to book a sales order.
1. Navigate to the Sales Orders window.
• (N) Orders, Returns > Sales Orders
2. (T) Order Information

3. Enter the following order-header information:
− Customer: AT&T Universal Card
Note: The rest of the required information defaults automatically.
4. (T) Line Items
5. Enter the following line-item information:

− Ordered Item: AS10000
− Qty: 10
− Request Date: Greater than 30 days from today’s date
− Promise Date: Greater than 30 days from today’s date (found on Shipping
Tab)
6. (T) Shipping
7. Verify the following shipping information:

− Warehouse: M1
8. Note your sales order number and line number_____________________________
9. (B) Book Order
11. Navigate to the Reservations window.
• (N) Inventory > On-hand Availability > Reservations
12. (B) New
13. (T) Demand

14. Enter the following demand information:
− Item: AS10000
− Type: Sales Order
− Header Number: Your sales order number
− Line Number: Your sales order line number
15. (M) File > Tools > Select Available Inventory
Note: You could enter enough quantity to satisfy the demand from multiple subinventories
in the Selected Reservation Qty field. For example, you could select 8 from the FGI
subinventory, and 2 from another subinventory. In this case, that’s not possible since
quantity only exists for AS10000 in FGI.

16. (B) Done
Note: Oracle Inventory generates a new reservation for each inventory selection you make.
17. (M) File > Save

Practice - Creating Reservations
Overview
In this practice, you will create a reservation for one of your items.
Assumptions
Tasks

Create a Reservation
1. Use the following information to create a reservation:

− Organization: M1 Seattle Manufacturing
− Type: Inventory
− Name: Team ## Reservation
− Need By Date: Today’s Date
− Quantity: 10

Solution - Creating Reservations
Create a Reservation
Responsibility = Inventory, Vision Operations
1. Navigate to the Item Reservation window.
• (N) On-hand, Availability > Reservations
2. (B) New
3. Enter the following Demand information:

− Type: Inventory
− Need by date: Today’s date
− UOM: Ea
− Quantity: 10
4. (T) Supply
5. Enter the following Supply information:

− Type: Inventory


6. (B) Save

R12.x Material Status

Practice - Setting up Material Status Control
Overview
In this practice you learn how to set up and use material status control.
Assumptions
Tasks

Verify Transaction Type
1. Verify that the following Subinventory Transfer Transaction type is set for status control.
Define a Material Status
2. Define a material status to be used only for subinventories that disallows subinventory
transfers. Use the following naming convention for your material status. Team ## Material
Status, where ## represents your team number.
Assign a Material Status
3. Assign your material status to your low value subinventory. (##LV).
Perform a Transaction with Your Material Status
4. Use the following information to perform a miscellaneous receipt:

− Item: ##-Item01
− Subinventory: ##LV
− Quantity: 15
− Account: 01-580-7740-0000-000
5. Attempt to perform a subinventory transfer for material in your ##LV subinventory.
Can you perform the subinventory transfer? _________________________________

Solution - Setting up Material Status Control
Verify Transaction Type
Responsibility: Inventory, Vision Operations
1. Navigate to the Transaction Types window.
• (N) Setup > Transactions > Types
2. (T) System
3. Verify that Status Control is selected for the Subinventory Transfer transaction type.

Define a Material Status
5. Navigate to the Material Status Definition window.
• (N) Setup > Transactions > Material Status

− Name: Team ## Material Status
− Description: Team ## disallow subinventory transfers
− Usage: Subinventory

7. Select Transfer material between subinventories from the Allowed Transactions list.
8. (B) >(A)

9. (M) File > Save
Assign a Material Status
11. Navigate to the Subinventories Summary window.
12. Select your ##LV Subinventory.

13. (B) Open
14. Select your material status.
15. (B) OK

16. (M) File > Save
Perform a Transaction with Your Material Status
19. Navigate to the Miscellaneous Transactions window.
• (N) Transactions > Miscellaneous Transaction

− Type: Miscellaneous Receipt
− Account: 01-580-7740-0000-000


− Item: ##-Item01
− Quantity: 15

23. (M) File > Save
25. Navigate to the Subinventory Transfers window.
• (N) Transactions > Subinventory Transfer

− Type: Subinventory Transfer


− Item: ##-Item01
Can you perform subinventory transfer? No, ##LV is missing from the list of
subinventories.
Why is ##LV missing from the list of Subinventories? ____________________

29. (B) Cancel
30. (M) Edit > Clear > Record

R12.x Replenishment Fundamentals

Guided Demonstration - Creating a Manual Forecast
Creating a Forecast Set
1. (N) Planning > Forecasts > Sets
2. Enter the following the information to create a forecast set:

− Forecast Set: FG Set
− Description: Finished Goods forecast set
− Bucket Type: Weeks
− Level: Item

− Forecast: FGI
− Description: Finished Goods forecast
3. (M) File > Save.
Setting Up Forecast Entries
5. (N) Planning > Forecasts > Entries
6. (M) View > Find
7. Select the FG Set forecast set.
8. Enter the following forecast entry information:
Note: The starting date is typically the first day of the workweek available from the work
calendar schedule (the date cannot be in the past).
Line # Item Bucket Date End Date Current

1 AS18947 Weeks Start date. For example, 12- 1 week in 1000
APR-2010. advance.
2 AS18947 Weeks 1 week in advance (from 2 weeks in 2000

starting date in Line 1). advance.
For example, 19-APR-2010. For example,
26-APR-2010.
3 AS18947 Weeks 2 weeks in advance (from 3 weeks in 3000
starting date in Line 1). advance.
9. (M) File > Save.

Viewing Forecast Quantities
11. (N) Planning > Forecasts > View Entries
12. (M) View > Find.
13. Select the FG Set Forecast set.
14. Choose Bucketed

Guided Demonstration - Setting up Reorder Point Planning
Setting up Reorder Point Planning for an Item
• (N) Items > Organization Items.
2. Enter item AS18947 in the Item field.
3. (B) Find.

4. (T) General Planning.
5. Change the Inventory Planning Method to Reorder Point.
6. Change the Minimum Order Quantity to 35.
7. Change the Order Cost to 45.
8. Change the Carrying Cost % to 12.
9. (T) Lead Times.
10. Change the Processing lead time to 5.
11. (M) File > Save.
Note: “S/N already being used” error may occur when trying to save AS18947, due to old
data in the test instance. If so, merely change the S/N Prefix (Inventory Attributes Group).
Running the Reorder Point Planning Report
13. Navigate to the Reorder Point Planning window.
• (N) > Planning > Reorder Point Planning.
14. Select Items under reorder point as the Item Selection.
15. Enter Demand and Supply cut off dates.
16. Select FG Set from the Forecast list of values.
17. Submit your request.

Viewing the Reorder Point Planning Report
18. (N) Requests.
19. Find your request.
20. Choose View Output.
21. (M) File > Close.

Guided Demonstration - Setting up Min-Max Planning
Setting Up Min-max Planning for an Item
• (N) Items > Organization Items.
2. Find Item AS18947
3. (T) General Planning

4. Change the Inventory Planning Method to Min-Max.
5. (M) File > Save.
6. (M) Tools > Item Subinventories.
7. (M) File > New
8. Enter FGI as the subinventory.
9. Select the Min-Max Planning check box.
10. Enter 300 as the Minimum Qty.
11. Enter 900 as the Maximum Qty.
Running the Min-max Planning Report
14. Navigate to the Min-Max Planning window.
• (N) Planning > Min-Max Planning
15. Enter the following planning information.

− Planning Level: Subinventory
− Item Selection: All min-max planned items
16. (B) OK
17. (B) Submit

18. (B) No
Viewing the Min-Max Planning Report
19. (N) Requests.
20. Find your request.
21. Choose View Output.

Practice - Performing Min-Max Planning
Overview
In this lab you will perform min-max planning for an item.
Assumptions
• You completed the define items lab.

Tasks
Enable Min-Max Planning for Item
Enter Min-max planning for ##-Item03 and restrict to your ##FGI subinventory.
Use the following minimum and maximum quantities:

− Minimum quantity: 300
− Maximum quantity: 900
Request a Min-Max Planning Report
Request a min-max planning report for your item and subinventory using the following
information:
− Planning level: Subinventory
View the Min-Max Planning Report
View your min-max planning report.

Solution - Performing Min-Max Planning
Enable Min-Max Planning for Item
1. Navigate to the Organization Items window and find your ##-Item03 item.
• (N) Items > Organization Items
2. Find your ##-Item03 item.
3. (T) General Planning

− Inventory Planning Method: Min-Max
4. (M) File > Save
5. (M) Tools > Item Subinventories
6. Enter the minimum and maximum quantities for the item/subinventory combination as
follows:
− Name: ##FGI

− Min-Max Planning: selected
− Minimum Quantity: 300
− Maximum Quantity: 900

7. Save and Close window.
• (M) File > Save
• (M) File > Close Form
Request a Min-Max Planning Report
8. Navigate to the Min-Max Planning window.
• (N) Planning > Min-Max Planning
9. Enter the following information in the Parameters window:

− Planning Level: Subinventory
− Subinventory: ##-FGI
− Demand Cuttoff Date: 1 month from today
− Supply Cuttoff Date 1 month from today

10. (B) OK.
11. (B) Submit.
12. (B) No.

View the Min-Max Planning Report
13. (N) Requests
14. Select My Completed Requests

15. Select Find.
16. Select your request.

17. (B) View Output.
19. (M) File >Close Form.

Practice - Performing a Replenishment Count Using Forms
Overview
In this practice you will perform a replenishment count using forms. The following are the steps
in this practice:
• Defining item-subinventory relationship and sourcing information
• Entering the replenishment count header information
• Entering the replenishment count using forms

• Processing the count information using forms
Assumptions
• You completed the practice on creating subinventories.
• You completed the practice on defining items.
• The quantity of ##-Item02 in your ##FGI subinventory is at least 100.
Tasks
Define Item-Subinventory Relationship and Sourcing Information
Define item-subinventory relationship and sourcing information for the following:

− Min-Max Planning: Yes
− Minimum Quantity: 10
− Maximum Quantity: 50
Also define sourcing information in such a way that ##-Item02 for ##LV is replenished from the
subinventory ##FGI.
Enter Replenishment Count Header Information
Create a replenishment count header for forms using the following information:

− Name: ##RC1
Enter Replenishment Count Using Forms
Enter the replenishment count for ##RC1 using the following information:
− Count Type: On-hand Quantity
− Count: 5
Process the Count Information Using Forms
Process the count entered for ##RC1 using the forms.

Answer the following question after you complete the lab.
What is the reorder quantity for ##RC1?

Solution - Performing a Replenishment Count Using Forms
Define Item-Subinventory Relationship and Sourcing Information
1. Verify the on-hand quantity of ##-Item02 in your ##FGI subinventory.

− Item / Revision: ##-Item02
2. (B) Find

• (M) File > Close Form
3. Navigate to the Subinventories window.
4. Select the ##LV subinventory from the list.

5. (B) Item/Subinventory
6. Define the item-subinventory relationship using the following information:
• (T) Planning
− Item: ##-Item02
− Min-Max Planning: Yes
− Min Qty: 10
− Max Qty: 50

• (T) Sourcing
− Type: Subinventory

7. (M) File > Save
8. Navigate to the Replenishment Count Headers window.
• (N) Counting > Replenishment Counts > Counts
9. (B) New
10. Create a new replenishment count header using the following information:
− Name: ##RC1
− Count Using Mobile: No

Enter Replenishment Count Using Forms
11. (B) Default Items

− Count Type: Onhand Quantity
− Quantity: 5
13. (M) File > Save

Process the Count Information Using Forms
14. Return to the Replenishment Count Headers window.
15. (B) Process and Report
16. (B) OK
17. View the details of the Replenishment Count Report by querying for the request number in
the Requests window
Note: Because ##-Item02 is sourced from another subinventory, Oracle Inventory

automatically creates a move order after you process the count. To complete this transaction
you must transact this move order using the Transact Move Orders window.

18. What is the reorder quantity for ##RC1? The reorder quantity is 45 (maximum quantity –
on-hand quantity).

Practice - Performing a Replenishment Count Using the Mobile
Application (Optional)
Overview
In this practice you will perform a replenishment count using the mobile application. The
following are the steps in this practice:
• Entering the replenishment count header information using forms
• Entering the replenishment count using the mobile application
• Processing the count information using the mobile application

Assumptions
• You completed the practice Performing a Replenishment Count Using Forms.
• If you are in an education center, verify you are logged in to the launch pad.
• Responsibility: Materials & Mfg
Tasks
Create a replenishment count header using the following information:

− Name: ##RC2
− Subinventory: ##-LV
− Count Using Mobile: Yes
Enter Replenishment Count Lines
Enter the replenishment count line information for ##RC2 using the forms:
− Count Type: Order Quantity
Enter Replenishment Count Using the Mobile Application
Enter the replenishment count for ##RC2 in the mobile application using the following
information:

− Replenishment Count: ##RC2
− Order Quantity: 30
Process the Count Information Using the Mobile Application
Process the count entered for ##RC2 using the mobile application.
Answer the following question after you complete the lab.
Can you enter the count in the Replenishment Count Lines window for ##RC2? Why?

Solution - Performing a Replenishment Count Using the Mobile
Application
1. Navigate to the Replenishment Count Headers window.
• (N) Counting > Replenishment Counts > Counts
2. (B) New

3. Create a new replenishment count header using the following information:
− Name: ##RC2
− Count Using Mobile: Yes
Enter Replenishment Count Lines
4. (B) Default Items.

− Item: 00-Item 02
− Count Type: Order Quantity

6. (M) File > Save
Enter a Replenishment Count Using the Mobile Application

10. Select <Default> from the Device List.

11. Enter your user name and password. Note that the Materials & Mfg responsibility must be
12. Select <Materials & Mfg>

13. Select <Inventory> from the Materials & Mfg Menu.
14. Select <Counting> from the Inventory menu.

15. Select <Repl Count> from the Counting menu.
16. Enter the following information when prompted.
Note: The mobile application screen is case sensitive.

− Organization Code: M1
− Replenishment Count Name: ##RC2
17. Select <Count> to enter the order quantity.

18. Enter ##-Item02 in the Item field.
19. Enter 30 in the Order Qty field.
20. Select <Save/Next>

21. Press Ctrl+B to view the Message Page.
Process the Count Information Using the Mobile Application
22. Select <Process and Report>
23. Press Ctrl+B to view the Message Page. The request number is displayed. You can view the
details of the Replenishment Count Report by querying for the request number in the
Requests window.

24. Select Logout to exit the mobile application.
25. Can you enter the count in the Replenishment Count Lines window for ##RC2? Why? No,
you cannot enter the count in the Replenishment Count Lines for ##RC2. This is because
you would have selected the Count Using Mobile check box in the Replenishment Count
Headers window, you can enter the count only using the mobile application.

Guided Demonstration - Performing Kanban Replenishment
Create Kanban Pull Sequence
1. (N) Kanban > Pull Sequences.
2. (B) New.
3. Enter the following information to create the pull sequence.

− Item: AS54888

− Source Type: Supplier
− Supplier: Advanced Network Devices
− Supplier Site: Santa Clara
4. (T) Kanban
− Calculate: Number of Cards
− Size: 10
− Number of Cards: 10
− Minimum Order Qty: 20
5. (M) File > Save
6. (B) Generate Cards
7. (B) Yes
8. (B) Cards
9. Select the first card.
10. (B) Replenish
11. Select the second card.
12. (B) Replenish
13. (N) File > Save
14. (N) File > Close Form.

Practice - Performing Kanban Replenishment
Overview
In this lab you will learn how to generate Kanban Cards.
Assumptions
• You have completed the defining Subinventories Lab
• You have completed the Defining Items Lab.

Tasks
Setting up a Kanban Pull Sequence
Set up a Kanban pull sequence using the following information:

− Item ##-Item 01
− Calculate: Num ber of Cards
− Size: 10
− Cards: 10
− Minimum Order Quantity: 20
Generate Kanban Cards
Generate Kanban cards for the pull sequence you created.
Replenish Kanban Cards
Replenish your Kanban cards.

Solution - Performing Kanban Replenishment
Setting up a Kanban Pull Sequence
1. Navigate to the Pull Sequences window.
• (N) Kanban > Pull Sequences > (B) New.
2. Use the following information to define a new pull sequence:


• (T) Kanban
− Calculate: Num ber of Cards
− Size: 10
− Number of Cards: 10
− Minimum Order Quantity: 20

3. (M) File > Save
Generate Kanban Cards
4. (B) Generate Cards
5. Yes to print Kanban cards.
6. Verify your Kanban cards printed.
• (M) View > Requests
• Select All My Requests
• (B) Find
• (M) File > Close Form Oracle Internal & Oracle Academy Use Only
Replenish Kanban Cards
7. Navigate to the Kanban Cards Summary window.
• (B) Cards or (N) Kanban > Kanban Cards.
8. In the Find Kanban Cards window, search for the item ##-Item01 to display the related
Kanban cards.

9. To replenish Kanban cards:
• Select the first Kanban card in the list.
• (B) Replenish.
• Verify the supply status changed to Wait.
• Select the second Kanban card in the list.
• (B) Replenish.
• Verify the supply status is Empty.
10. (N) File > Save.
11. (N) File > Close Form.

R12.x Inventory Accuracy Fundamentals

Guided Demonstration - Compiling an ABC Analysis
Creating an ABC Compile
1. (N) ABC Codes > ABC Compiles
2. (B) New
3. Enter Finished Goods in the Compile Name field.
4. Enter Finished Goods Analysis in the Description field.

5. Select Subinventory as the Content Scope.
6. Select Subinventory as the Valuation Scope.
7. Select the FGI subinventory.
8. Select Current on hand quantity as the compile criterion.
9. Verify Frozen is the Cost Type.
10. (B) Compile
11. (B) OK
Note: Note the concurrent request number.
12. (B) Yes
13. (B) OK
Note: Note the concurrent request number.
Creating ABC Classes
15. (N) ABC Codes > ABC Classes
16. (M) File > New
17. Create three ABC Classes using the following information.

− Class Name: Finished Goods A
− Description: Finished Goods Class A
− Class Name: Finished Goods B


− Description: Finished Goods Class B
− Class Name: Finished Goods C

− Description: Finished Goods Class C
18. (M) File > Save
ABC Assignment Groups
20. (N) ABC Codes > ABC Assignment Groups
21. (M) File > New

22. Enter Finished Goods ABC as the Group Name.
23. Enter Finished Goods as the compile name.
24. (B) Group Classes
25. Choose the following ABC Classes.

− Finished Goods A
− Finished Goods B
− Finished Goods C
26. (M) File > Save
27. (B) Assign Items
28. Enter the following values in the % Items fields:

− A items: 50%
− B items 80%
− C items populates automatically
29. (M) File > Save and Proceed
Note: Note the Concurrent request number.

Practice - Compiling an ABC Analysis
Overview
In this practice you will compile an ABC analysis.
Assumptions

Tasks
Receive Items
Receive 20 items of your choice in to your ##FGI subinventory. You can use part numbers from
other teams as well as system items that begin with AS, CM, or SB. Be sure to receive different
quantities of each item ranging from 5-100.
This is so that you can use this ABC Analysis later in a Cycle Count. Alternatively: you can run
this Compile on FGI, instead of your own Subinventory.
Note: Receive at least one system item. These items are associated with standard costs.
Compile an ABC analysis
1. Compile an ABC Analysis using the following information:

− Name: ##FGI ABC
− Description: ABC Compile for Team ##FGI
− Content and Valuation Scope: Subinventory
− Criterion: Current on hand quantity
− Cost Type: Frozen
Define ABC Classes
2. Define three ABC Classes using the following naming convention:

− Name: ##Class A
− Description: A items
− Name: ##Class B
− Description: B items
− Name: ##Class C

− Description: C items
Define an ABC Group
3. Define an ABC group using the following information

− Group Name: ##ABC Group
− Compile Name: ##FGI-ABC
Define an ABC Sequence
4. Define an ABC Sequence using the following information:
• Class Name
− ##Class A

− ##Class B
− ##Class C
Assign Item Valuation
5. Assign item valuation as follows:

− ##Class A: 50
− ##Class B: 80
− ##Class C: (system calculates)
Update ABC Codes
6. Change one item from a C item to an A item, and change one item from a C item to a B
item.

Solution - Compiling an ABC Analysis
Compile an ABC Analysis
1. Navigate to the ABC Compile window.
• (N) ABC Codes > ABC Compiles
2. (M) File > New
3. Compile an ABC Analysis using the following information:

− Name: ##FGI-ABC
− Description: ABC Compile for Team ##FGI
− Content and Valuation Scope: Subinventory
− Criterion: Current on hand quantity
− Cost Type: Frozen
TIP: If you have fewer than 20 different items in your ##FGI Subinventory, then run your
compile on FGI. This enables you to use this compile later during Cycle Counting.
4. (B) Compile

5. (B) OK
6. Note your report request number. ___________________
7. (B) Yes
8. (B) OK
9. Note your request number. _________________
Define ABC Classes
11. Navigate to the ABC Classes window.

• (N) ABC Codes > ABC Classes
12. (M) File > New
13. Define three ABC Classes using the following naming conventions:
− Name: ##Class A
− Description: A items
− Name: ##Class B
− Description: B items
− Name: ##Class C
− Description: C items

14. (B) Save
Define an ABC Group
16. Navigate to the ABC Assignment Groups window.
• (N) ABC Codes > ABC Assignment Groups.
17. (M) File > New
18. Define an ABC group using the following information:

− Group Name: ##ABC Group
− Compile Name: ##FGI-ABC

Note: Make sure that ##ABC Group (the group that you created) is selected.
19. (B) Group Classes
Define an ABC Sequence
20. Define an ABC Sequence using the classes you created earlier.
• Class Name
− ##Class A
− ##Class B
− ##Class C

21. (M) File > Save
Assign Item Valuation
22. (B) Assign Items
23. Enter the following percentages in the % Items field:

− ##Class A: 50
− ##Class B: 80
− ##Class C: (system calculates)

24. (B) Assign
25. (B) OK
Update ABC Codes
26. Review and update the ABC codes assigned to items in the ##FGI subinventory.
27. Select ##ABC Group in the ABC Assignment Groups window.
28. (B) Update Items

29. Change one item from ##Class C to ##Class A.
30. Change one item from ##Class B to ##Class C.
31. (B) Save

Guided Demonstration - Performing a Cycle Count
1. (N) Counting > Cycle Counting > Cycle Counts
2. (B) New
3. Enter the following cycle count information.

− Name: FGI Cycle Count
− Description: Finished Goods Cycle Count
− Adjustment Account: Miscellaneous

− Late Days: 1
− Starting Sequence: 0
− Unscheduled Entries: Selected
− Display System Qty: Selected
4. Select Specific in the Count Subinventories alternative region.
5. Select the FGI subinventory from list of values.
6. (T) Serial and Schedule
7. Enter the following Serial and Schedule information:

− Auto Schedule: Yes
− Frequency: By period
8. (T) Adjustments and ABC
9. Enter the following approval tolerances:

− Qty Variance: 3
− Adjustment Value: 50
− Hit / Miss Analysis: 10
10. Enter the following ABC Information:

− Group: Finished Goods ABC
− Option: (Re)initialize
11. (B) Classes.
12. Enter the following ABC Class information:

− Class: Finished Goods A
− Count: 150
− Class: Finished Goods B
− Count: 100

− Class: Finished Goods C
− Count: 50
13. (M) File Save.
14. (M) Tools > Perform Full Cycle Count
15. Enter the cycle count name for the following parameters
− Generate automatic schedule recount
− Generate cycle count request
− Cycle count listing.
16. (B) Submit.

Entering Cycle Count Entries Using a Mobile Device

Instructor Note: You must have access to a telnet session to run the mobile emulator. Use the
up and down arrows to navigate.
If you are in an education center, verify you are logged in to the launch pad.

− Windows Start menu > Run
− Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where xxxx is the
instance number.
19. Select <Default> from the Device List.
20. Enter your user name and password. Note that Materials & Mfg responsibility must be
21. Select <Materials & Mfg>
22. Select <Inventory>
23. Select <Counting>
24. Select <Cycle Count>
25. Select <Normal>
26. Enter the following cycle count information:

− Org Code: M1
− Cycle count name: FGI Cycle Count
− Item: AS18947
− Quantity: Enter a number plus or minus the system quantity.

27. Select <Done>
Cycle Count Entries and Approvals
28. (N) Counting > Cycle Counting > Cycle Count Entries
29. Enter FGI Cycle Count in the Cycle Count field.
30. Choose find.
31. At the question: “Find all open count requests?” choose Yes to view all open cycle count
items.
Note: Notice the item amount entered during the mobile counting demonstration does not
appear.

32. (T) Adjustments.
33. Enter the count quantities.
36. (N) Counting > Cycle Counting > Approve Counts
37. Enter FGI Cycle Count in the Cycle Count field.
38. (B) Find.
39. At the question: “Query count pending approval only?” choose Yes to view all that require
approval.
Note: Notice the item quantity entered in the mobile counting demonstration appears in the
Count tabbed region.
40. Choose Approved to approve an item adjustment.
41. Select the Approver from the drop down list in the Approval tabbed region.
42. (M) File Save.
43. (B) OK.
44. Close the Approvals window.
45. Approve or reject the remaining items.


Practice - Performing a Cycle Count
Overview
In this practice you will perform a cycle count using the ABC compile group you created in a
previous lab.
Assumptions
• You completed the Compile an ABC Analysis practice.

• You completed the Define Items practice.
• You have at least 20 items in your ##FGI subinventory.

Instructor Note: (Suggestion: Create an ABC Compile for ‘FGI’ and use it instead of ##FGI)
Tasks
Define a Cycle Count Header
Define a cycle count header using the following information:

− Name: ##Cycle Count
− Description Team ##Cycle Count
− Late Days: 1
− Unscheduled entries Yes
− Display System qty: Yes
− Count Subinventories: Specific
− Auto Schedule: Selected
− Frequency: By Period
− Approval Required: If out of Tolerance
− QTY 3%
− Adjust Value: 50
− Hit/Miss: 10%
− Group: ##ABC Group
− Option: (Re)in itialize

− Class A: 150 counts per year
− Class B: 100 counts per year
− Class C: 50 counts per year
Perform a Cycle Count
Use the following parameters to perform a cycle count:

− Name: Generate Automatic Schedule
− Cycle Name: ##Cycle Count
− Name: Generate Cycle Count Requests

− Name: Cycle Count Listing

Enter Cycle Count Entries
View the system quantities and enter quantities for the cycle count. Have some of the items out
of tolerance, and have at least one item match the system quantity.
Approve, Reject or Recount Cycle Count
Why are some of the items already approved? ________________________________________
Approve, Reject or recount all entries for your cycle count.

Solution - Performing a Cycle Count
Define a Cycle Count Header
1. Navigate to the Cycle Counts window.
• (N) Counting > Cycle Counting > Cycle Counts
2. (B) New
3. Enter a new cycle count header using the following information:

• (T) Scope and Control
− Description Team ##Cycle Count
− Late Days: 1
− Unscheduled Entries: Select
− Display System Qty: Yes
− Count Subinventories: Specific

• (T) Serial and Schedule
− Count: Not Allowed
− Auto Schedule: Selected
− Frequency: By Period

• (T) Adjustments and ABC
− Approval Required = If out of tolerance
− Qty Variance = 3%
− Adjustment Value = 50
− Hit/Miss = 10%
− Group = ##ABC Group
− Option = (Re)initialize

• (B) Classes
− ##Class A = 150 counts per year
− ##Class B = 100 counts per year
− ##Class C = 50 counts per year

4. (M) File > Save
5. (B) OK
Perform a Cycle Count
6. (M) Tools > Perform Full Cycle Count

7. Enter the following parameters. After entering each parameter, click OK.
− Generate automatic schedule (Parameters field): ##Cycle Count
− Generate cycle count requests (Parameters field): ##Cycle Count

− Cycle Count Listing (Parameters field): ##Cycle Count
8. (B) Submit
9. (B) OK
10. (M) File >Close Form

Note: Do not proceed until after your concurrent request completes.
Enter Cycle Count Entries
11. Navigate to the Cycle Count Entries window.
• (N) Counting > Cycle Counting > Cycle Count Entries
12. Enter ##Cycle Count in the Cycle Count name field, or select your cycle count from the list
of values.
13. (B) Find
14. (B) Yes
15. (T) Adjustments Oracle Internal & Oracle Academy Use Only
16. Enter Count quantities for your items. Enter a few quantities that are out of tolerance, a few
quantities within tolerance, and at least one that matches the system quantity.

17. (M) File > Save
Approve, Reject or Recount Cycle Count
19. Navigate to the cycle count approvals window.
• (N) Counting > Cycle Counting > Approve Counts
20. Select your cycle count from the LOVs in the Cycle Count field.
21. (B) Find
22. (B) No

23. Why are some of the items already approved? They fall within set approval limits.
24. Approve, reject or recount your items.
25. (B) Save
26. (B) OK

Practice - Mobile Counting (Optional)
Overview
Use the mobile device to perform a cycle count for your ##FGI subinventory.
Assumptions
• You have completed the ABC Analysis Lab.
• You have completed part one of the Cycle Counting lab.

Tasks
Entering Item Quantities Using the Mobile.
Enter cycle count quantities for an item.

Solution – Mobile Counting
Entering Item Quantities Using the Mobile

4. Enter your user name and password.
Note: The Materials & Mfg responsibility must be assigned to your user name.

5. If more than one responsibility had been assigned to your user name, select Materials & Mfg
from the list.

7. Select Counting from the Inventory menu.
8. Select Cycle Count from the Counting menu.

9. Select Normal from the Cycle Count menu.
10. Enter the following information when prompted.
Note: The mobile application screen is case sensitive.

− Org Code: M1
− Sub: ##FGI
− Item: Enter an item in your ##FGI subinventory.
− Qty: Enter a quantity.

11. Select Done to apply your cycle count.
12. Select Logout to exit the mobile application.

R12.x Table Information

Guided Demonstration - Accessing the Electronic Technical
Reference Manual
Note: You must have a My Oracle Support account to access the Electronic Technical Reference
Manual (eTRM).
1. Navigate to the My Oracle Support home page.
• https://support.oracle.com/
2. Click the Sign In button.
3. Enter your username and password.

4. Navigate to the eTRM link.
• (T) Knowledge > Online Documentation > E-Business Suite Documentation >
Electronic Technical Reference Manual (eTRM)
5. Click the Electronic Technical Reference Manual (eTRM) link.
6. Click FND Data Dictionary.
7. Click INV- Inventory.
8. Click 267-Tables.
9. Select any table to display the table information.
10. Close the web page.


D60263GC10 Ag

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

D60263GC10 Ag

Uploaded by

Copyright:

Available Formats

Oracle Internal & Oracle Academy Use Only

R12.x Oracle Inventory

Restricted Rights Notice

U.S. GOVERNMENT RIGHTS

Oracle Internal & Oracle Academy Use Only

Technical Contributors and Reviewers

Itzik Pripstein, Vera Reyna, Lez Stodart

This book was published using: oracletutor

R12.x Oracle Inventory Management Fundamentals - Activity Guide ......................................................1-1

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

• Working experience with Oracle Applications

• There are no prerequisites for this course.

How This Course Is Organized

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

• System release bulletins

• Installation and user’s guides

Oracle Internal & Oracle Academy Use Only

• International Oracle User’s Group (IOUG) articles

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Oracle Internal & Oracle Academy Use Only

Typographic Conventions in Oracle Application Navigation Paths

This simplified path translates to the following:

2. (M) From the menu, select Query then Find.

3. (B) Click the Approve button.

(ST) = Sub Tab

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

Copyright © Oracle, 2009. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide Table of Contents

Copyright © Oracle, 2010. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide

Copyright © Oracle, 2010. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2010. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2010. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide

Oracle Internal & Oracle Academy Use Only

Copyright © Oracle, 2010. All rights reserved.

R12.x Oracle Inventory Management Fundamentals - Activity Guide

Oracle Internal & Oracle Academy Use Only