Documente Academic
Documente Profesional
Documente Cultură
Management Fundamentals
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D49489GC10
Edition 1.0
July 2007
D51692
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Author
Tyra Crockett, Maneesha Nanda
Technical Contributors and Reviewers
Jennifer Sherman, Susan Flierl, Ronald Delong, David Nelson, Jean-Francois Guerrini
This book was published using:
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oracletutor
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Table of Contents
Overview of Oracle Inventory ........................................................................................................................1-1
R12 Overview of Oracle Inventory ...............................................................................................................1-3
Objectives ......................................................................................................................................................1-4
Overview .......................................................................................................................................................1-5
Inventory Capabilities....................................................................................................................................1-6
Inventory Capabilities (Cont) ........................................................................................................................1-7
Receipt to Issue Life Cycle............................................................................................................................1-8
Receiving Inventory ......................................................................................................................................1-9
Transferring Inventory...................................................................................................................................1-12
Issuing Inventory ...........................................................................................................................................1-14
Oracle Inventory Application Integration......................................................................................................1-16
Integration of Oracle Inventory to Financial Applications ............................................................................1-18
Summary........................................................................................................................................................1-19
Inventory Structure.........................................................................................................................................2-1
R12 Defining Inventory Organizations..........................................................................................................2-3
Objective........................................................................................................................................................2-4
Inventory Organizations ................................................................................................................................2-5
Inventory Organization Structure ..................................................................................................................2-6
Sample Inventory Organization.....................................................................................................................2-7
Multi-Organization Structure.........................................................................................................................2-8
Setting Up Locations .....................................................................................................................................2-9
Guided Demonstration - Setting up Locations...........................................................................................2-10
Defining Organizations..................................................................................................................................2-11
Inventory Parameters.....................................................................................................................................2-12
Costing Parameters ........................................................................................................................................2-13
Revision, Lot, Serial, and License Plate Number (LPN) Parameters ............................................................2-14
ATP, Pick, Item-Sourcing Parameters...........................................................................................................2-15
Interorganization Parameters .........................................................................................................................2-16
Other Account Parameters.............................................................................................................................2-17
Warehouse Management Parameters.............................................................................................................2-18
Guided Demonstration - Setting Up Organizations ...................................................................................2-19
What is a Subinventory?................................................................................................................................2-24
What is a Subinventory (Cont) ......................................................................................................................2-25
Defining Subinventories ................................................................................................................................2-26
Guided Demonstration - Defining Subinventories.....................................................................................2-27
Practice - Creating Subinventories ............................................................................................................2-28
Solution - Creating Subinventories............................................................................................................2-29
Locator Control .............................................................................................................................................2-35
Dynamic and Static Locators.........................................................................................................................2-36
Subinventory-Locator Relationship...............................................................................................................2-37
Locator Flexfield Structure............................................................................................................................2-38
Guided Demonstration - Defining Locators ..............................................................................................2-39
Practice - Defining Locators ......................................................................................................................2-40
Solution Setting Up Locator Control ......................................................................................................2-41
Interorganization Shipping Networks............................................................................................................2-43
Shipping Method ...........................................................................................................................................2-45
Additional Set Up Steps ................................................................................................................................2-46
Additional Organizational Setups..................................................................................................................2-47
Copying Inventory Organizations..................................................................................................................2-48
Organization Hierarchy .................................................................................................................................2-50
Organization Reports.....................................................................................................................................2-52
Organization Reports (Cont)..........................................................................................................................2-53
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Profile Options...............................................................................................................................................2-54
Implementation Considerations .....................................................................................................................2-55
Implementation Considerations (Cont)..........................................................................................................2-56
Summary........................................................................................................................................................2-61
Units of Measure..............................................................................................................................................3-1
R12 Units of Measure....................................................................................................................................3-3
Objectives ......................................................................................................................................................3-4
Units of Measure ...........................................................................................................................................3-5
Uses of Units of Measure ..............................................................................................................................3-6
Unit of Measure Class ...................................................................................................................................3-7
Guided Demonstration - Creating Units of Measure .................................................................................3-8
Guided Demonstration - Creating Unit of Measure Classes......................................................................3-9
Unit of Measure Conversions ........................................................................................................................3-10
Guided Demonstration - Defining Unit of Measure Conversions..............................................................3-11
Lot-Level Unit of Measure Conversions .......................................................................................................3-12
Units of Measure Setup .................................................................................................................................3-13
Practice - Defining Units of Measure ........................................................................................................3-14
Solution Defining Units of Measure .......................................................................................................3-16
Unit of Measure Reports................................................................................................................................3-20
Profile Options...............................................................................................................................................3-21
Organization Parameter Setup .......................................................................................................................3-22
Implementation Considerations .....................................................................................................................3-23
Summary........................................................................................................................................................3-24
Defining and Maintaining Items.....................................................................................................................4-1
R12 Defining and Maintaining Items Fundamentals .....................................................................................4-3
Objective........................................................................................................................................................4-4
What is an Item? ............................................................................................................................................4-5
Steps to Setup, Define, and Maintain Items...................................................................................................4-6
Defining Items ...............................................................................................................................................4-7
Guided Demonstration - Define Item ........................................................................................................4-9
Item Master Organization ..............................................................................................................................4-10
Item Master....................................................................................................................................................4-12
Item Attributes...............................................................................................................................................4-13
Item Attribute Groups....................................................................................................................................4-14
Guided Demonstration - Viewing Item Attributes.....................................................................................4-15
Item Status .....................................................................................................................................................4-16
Unit of Measure Attributes ............................................................................................................................4-17
Item Statuses and Attributes ..........................................................................................................................4-19
Status Attributes and Functionality ...............................................................................................................4-20
Status Attribute Interdependencies ................................................................................................................4-23
Item Attribute Relationships..........................................................................................................................4-26
Practice - Viewing Item Attributes ............................................................................................................4-27
Solution Viewing Item Attributes...........................................................................................................4-28
Item Templates ..............................................................................................................................................4-36
Creating Item Templates ...............................................................................................................................4-37
Enabling Attributes in a Template .................................................................................................................4-38
Guided Demonstration - Creating Item Templates ....................................................................................4-39
Organization Assignment and Organization Items ........................................................................................4-40
Control Levels ...............................................................................................................................................4-41
Revision Control............................................................................................................................................4-43
Defining Items ...........................................................................................................................................4-45
Solution - Defining Items ..........................................................................................................................4-46
Restricting Items to Subinventories...............................................................................................................4-59
Guided Demonstration - Restricting Items to Subinventories ...................................................................4-60
Item Relationships .........................................................................................................................................4-61
Guided Demonstration -Establishing Item Relationships ..........................................................................4-62
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Transaction Setup............................................................................................................................................6-1
R12 Transaction Setup...................................................................................................................................6-3
Objectives ......................................................................................................................................................6-4
Copyright Oracle Corporation, 2007. All rights reserved.
Overview .......................................................................................................................................................6-5
Inventory Transactions ..................................................................................................................................6-6
Move Orders..................................................................................................................................................6-7
Transaction Source Types..............................................................................................................................6-8
Transaction Action ........................................................................................................................................6-10
Transaction Reasons ......................................................................................................................................6-12
Transaction Types..........................................................................................................................................6-13
Guided Demonstration - Creating Customized Transactions.....................................................................6-14
Predefined Transaction Types .......................................................................................................................6-16
Transaction Managers....................................................................................................................................6-17
Running Transaction Managers.....................................................................................................................6-18
Creating Picking Rules ..................................................................................................................................6-20
Guided Demonstration - Creating Picking Rules.......................................................................................6-22
Account Aliases.............................................................................................................................................6-23
Accounting Periods........................................................................................................................................6-24
Guided Demonstration - Opening Accounting Periods .............................................................................6-25
Material Shortage Alerts and Notifications ...................................................................................................6-26
Setting Up Shortage Alerts and Notifications................................................................................................6-28
Setting Up for Move Orders ..........................................................................................................................6-29
Setup Steps for Move Orders.........................................................................................................................6-31
Profile Options...............................................................................................................................................6-33
Profile Options (Cont) ...................................................................................................................................6-34
Implementation Considerations for Shortage Checks....................................................................................6-39
Implementation Considerations for Move Orders ........................................................................................6-40
Summary........................................................................................................................................................6-41
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Summary........................................................................................................................................................8-52
Material Status Control ..................................................................................................................................9-1
R12 Material Status .......................................................................................................................................9-3
Objectives ......................................................................................................................................................9-4
Material Status...............................................................................................................................................9-5
Material Status Control Levels ......................................................................................................................9-6
Material Status Transactions..........................................................................................................................9-7
Cumulative Effective Status ..........................................................................................................................9-8
Material Status Examples ..............................................................................................................................9-9
Setting Up......................................................................................................................................................9-10
Defining Item Material Status Control ..........................................................................................................9-11
Assigning Material Status Control to Subinventories and Locators ..............................................................9-12
Assigning Planning Statuses..........................................................................................................................9-13
Disabling Material Statuses ...........................................................................................................................9-14
Practice - Setting up Material Status Control ............................................................................................9-15
Solution Setting up Material Status Control ...........................................................................................9-16
Material Status Reports .................................................................................................................................9-24
Profile Option ................................................................................................................................................9-25
Implementation Considerations .....................................................................................................................9-26
Summary........................................................................................................................................................9-27
Inventory Replenishment................................................................................................................................10-1
R12 Replenishment Fundamentals ...............................................................................................................10-3
Objectives ......................................................................................................................................................10-4
Overview of Inventory Planning ...................................................................................................................10-5
Order Planning...............................................................................................................................................10-6
How Much to Order.......................................................................................................................................10-7
Replenishment Process for Intra-Org Supply Sources...................................................................................10-8
Replenishment Process for Supplier Supply Sources ....................................................................................10-9
Replenishment Process for Inter-Org Supply Sources...................................................................................10-10
Replenishment Process for Product Supply Sources .....................................................................................10-11
Replenishment Methods ................................................................................................................................10-12
Overview of Inventory Forecasting ...............................................................................................................10-13
Forecast Types...............................................................................................................................................10-15
Forecast Setup and Maintenance ...................................................................................................................10-16
Guided Demonstration - Creating a Manual Forecast ...............................................................................10-17
Oracle Inventory Replenishment Methods ....................................................................................................10-19
Replenishment Methods Levels.....................................................................................................................10-20
Safety Stock...................................................................................................................................................10-21
Economic Order Quantity..............................................................................................................................10-22
Overview of Reorder-Point Planning ............................................................................................................10-23
Uses of Reorder-Point Planning ....................................................................................................................10-24
Reorder-Point Planning Steps........................................................................................................................10-25
Performing Reorder-Point Planning ..............................................................................................................10-26
Guided Demonstration - Setting up Reorder Point Planning .....................................................................10-28
Overview of Min-Max Planning....................................................................................................................10-30
Uses of Min-Max Planning............................................................................................................................10-31
Min-Max Planning.........................................................................................................................................10-32
Min-Max Planning: How Much to Order? ....................................................................................................10-33
Min-Max Planning Steps ...............................................................................................................................10-34
Item Planning Attributes................................................................................................................................10-35
Min-Max Planning Setup Procedure..............................................................................................................10-36
Selecting a Planning Level ............................................................................................................................10-37
Entering Planning Attributes .........................................................................................................................10-38
Submitting the Min-Max Planning Requests.................................................................................................10-39
Guided Demonstration - Setting up Min-Max Planning ............................................................................10-41
Practice - Performing Min-Max Planning..................................................................................................10-43
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Table Information............................................................................................................................................12-1
R12 Table Information ..................................................................................................................................12-3
Objective........................................................................................................................................................12-4
Organization Tables.......................................................................................................................................12-5
Subinventories and Locator Tables................................................................................................................12-7
Item Master Tables ........................................................................................................................................12-9
Item Status Tables .........................................................................................................................................12-11
Item Categories Tables ..................................................................................................................................12-13
Item Reservation Tables ................................................................................................................................12-15
Inventory Transaction Tables ........................................................................................................................12-17
Guided Demonstration - Accessing eTRM................................................................................................12-19
Summary........................................................................................................................................................12-20
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Preface
Profile
Before You Begin This Course
Prerequisites
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Related Publications
Oracle Publications
Title
Oracle Inventory Users Guide
Part Number
B31547-02
Additional Publications
Read-me files
Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
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Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
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Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
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1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
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(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
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(I) = Icon
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(H) = Hyperlink
(ST) = Sub Tab
Copyright Oracle Corporation, 2007. All rights reserved.
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In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
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Chapter 1
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Objectives
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Overview
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Overview
Oracle Inventory treats many different types of things as inventory. Inventory can be:
Finished goods that you sell to customers
Services that you sell to customers
Spare parts for maintenance
Raw materials for manufacturing processes
Inventory you purchase from a supplier on consignment
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Inventory Capabilities
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Receipt to Issue
Oracle Inventory uses the receipt to issue process to manage your inventory. When inventory
arrives in your warehouse you receive it. After you receive inventory, you can transfer it
within your organization or to another organization. Finally, you can issue material out of
Oracle Inventory.
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Receiving Inventory
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Receiving Inventory
There are different ways you can receive material into your organization.
Purchasing
You can use Oracle Purchasing to receive material from outside of your organization. You can
receive:
Purchase order receipts
Internal requisitions
In-transit receipts
Return material authorizations
Unexpected receipts
Work in Process
You can use Oracle Work in Process to receive material from the manufacturing floor. You can
receive:
Component returns
Negative component issues
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Assembly returns
Inventory
You can use Oracle Inventory to receive material in to your warehouse. You can receive:
Miscellaneous account receipts
Receipt from projects
User-defined receipts
Interorganization transfers
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Receiving Inventory
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Transferring Inventory
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Transferring Inventory
Different applications can generate requests to transfer inventory.
Shipping
You can use Oracle Shipping Execution to generate a transfer to move material from a storage
area to a staging to for shipping.
Order Management
You can use Oracle Order Management to generate a transfer to move material from a storage
area to a staging area for shipping.
Work in Process
You can use Oracle Work in Process to generate a transfer to acquire components for a project.
Inventory
You can use Oracle Inventory to:
Transfer material between organizations
Transfer material within an organization
Replenish materials
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Request transfers
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Issuing Inventory
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Issuing Inventory
You can use the following applications to issue material:
Order Management
Oracle Order Management can generate an inventory issue through:
Sales orders
Internal orders
Purchasing
Oracle Purchasing can generate an inventory issue for:
Return to vendor materials
Work in Process
Oracle Work in Process can generate an inventory issue through:
Component issues
Assembly returns
Inventory
Oracle Inventory can issue stock through:
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Oracle Purchasing provides receipt, delivery, ATP supply, and planning supply
information and receives item requisition, and interorganization shipment information
from Oracle Inventory.
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Summary
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Inventory Structure
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Chapter 2
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Objective
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Inventory Organizations
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Inventory Organizations
An inventory organization is a facility where you store and transact items. Before you can use
Oracle Inventory, you must define one or more inventory organizations. Inventory
organizations represent distinct entities in your enterprise and can be one of the following:
A physical entity such as a manufacturing facility, warehouse, or distribution center.
A logical entity such as an item master organization, which you use to define items.
An inventory organization may have the following attributes:
An inventory organization can have its own location, ledger, costing method, workday
calendar, and items.
An inventory organization can share one or more of these characteristics with other
organizations.
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Multi-Organization Structure
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Multi-Organization Structure
Multi-Organization structure enables you to model multiple business units in an enterprise
using a single installation of Oracle applications. In a multi-organization architecture you can
keep data secure and separate from each business unit.
The following are the benefits of multi-organization structure:
You can use a single installation of any Oracle Applications product to support any
number of business units, even if those business units use a different ledger.
Secure access to data so users can access only relevant information.
You can define a organizational model that best suits your business requirements.
In Inventory, you can fulfill any Sales Order or Purchase Order regardless of them being
booked from any Inventory organization. You can also determine if any inter-company
invoicing needs to occur based on if the Sales Order or Purchase Order was booked in a
different Operating Unit other than the one to which the Inventory organization is
assigned.
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Setting Up Locations
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Setting Up Locations
Define information describing the physical locations of employees and organizations.
Locations are shared between Oracle Inventory, Oracle Purchasing, and Oracle Human
Resource Management Systems. Locations flagged as global locations are available to all
business groups. You can associate each organization with only one location; however,
you can associate more than one organization with the same location.
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2.
3.
4.
United States
5.
6.
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M12 Orlando
7.
8.
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Defining Organizations
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Defining Organizations
Classify the Organization
Choose an organization classification to describe the general purpose of your organization.
Examples of organization classifications are inventory organization, legal company, and
HR organization.
Choose inventory organization as your organization classification to use your organization
for inventory management.
Ledger
Tie each inventory organization to an operating unit. Each operating unit is associated to a
legal entity and a primary ledger.
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Inventory Parameters
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Inventory Parameters
Organization Features
You must enter organization information such as the organization code, and the item master
organization. The system defaults this field to the current organization. You must change this
for any organization that is not an item master organization. The item master organization
should be the first inventory organization you create.
Note- The Manufacturing Partner Organization functionality is only available in Japan, Taiwan
and Korea.
Products and Features
You can enable specific products on the Inventory Parameters tab. These include Oracle
Warehouse Management, Oracle Process Execution, and Oracle Enterprise Asset Management.
If you have Oracle Warehouse Management installed, then you can enable the Warehouse
Control System.
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Costing Parameters
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LIFO costing-Costing method where it is assumed that items that were received most recently
are
transacted first.
FIFO Costing-Costing method where it is assumed that items that were received earliest are
transacted first.
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Interorganization Parameters
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4.
5.
6.
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9.
Vision Operations
Vision Operations
Vision Operations
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10. (B) Others > Inventory Information > (T) Inventory Parameters
11. Enter the following inventory parameters:
Organization Code:
Item Master Organization:
Calendar:
Demand Class:
Move Order Timeout Period:
Mover Order Timeout Action:
Locator Control:
Allow Negative Balances:
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Vision Operations
Vision01
Blank
60 Days
Approve automatically
Determined at Subinventory Level
Selected
Inventory Structure
Chapter 2 - Page 19
Standard
Yes
No
No
No
Blank
Blank
Blank
Account
Material
01-000-1410-0000-000
Outside Processing
01-000-1450-0000-000
Material Overhead
01-000-1420-0000-000
Overhead
01-000-1430-0000-000
Resource
01-000-1440-0000-000
Expense
01-520-7530-0000-000
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Account
01-520-5210-0000-000
01-520-5220-0000-000
Inventory AP Accrual
01-000-2220-0000-000
Sales
01-520-4110-0000-000
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01-450-5110-0000-000
01-450-5110-0000-000
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Across Items
At Item Level
30
At item level
Blank
With exception
Within organization
At Item level
SER
0000000001
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Predefined percent
10%
01-520-5290-0000-000
01-520-5210-0000-000
01-000-1810-0000-000
01-000-2370-0000-000
01-000-1460-0000-000
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None
None
5
Warning
5%
Warning
Standard
Standard
Selected
Selected
Selected
Selected
Selected
Automatic
Alphanumeric
1
Restricted
01-000-1410-0000-000
01-000-1410-0000-000
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What is a Subinventory?
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What Is a Subinventory?
A subinventory is a physical or logical grouping of inventory such as raw material, finished
goods, defective material, or a freezer compartment. A subinventory can be the primary place
where items are physically stocked. You must specify a subinventory for every inventory
transaction.
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Defining Subinventories
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Defining Subinventories
You define subinventories by organization. Each subinventory must contain the following
information:
Unique alphanumeric name
Status
Cost Group (if you have Oracle Warehouse Management installed)
Parameters
Lead times
Sourcing information
Account information
For more information about subinventories see Defining Subinventories, Oracle Inventory
Users Guide
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2.
3.
4.
(B) Open.
5.
6.
7.
8.
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Verifying Subinventories
9.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
If necessary, change your Organization to Seattle (M1).
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Create four subinventories for your team. Create one subinventory for your finished goods (FGI)
stock, a Main Stores (MAIN) subinventory, a Raw Materials (RM) subinventory, and Low Value
(LV) items subinventory. Your Low Value subinventory must be a non-tracked subinventory.
Use the following naming convention to differentiate your team from other teams (##FGI) where
the pound sign represents your team number.
After completing the lab, answer the following questions.
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1.
2.
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2.
Select OK
3.
(B) New
Name:
Description:
Status:
Type:
Locator Control:
##FGI
Finished Goods Inventory
Active
Storage
Item Level
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##Main
Main Stores
Storage
Active
Dynamic Entry
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##RM
Raw Materials
Active
Storage
None
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8.
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Chapter 2 - Page 32
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12. Does a subinventory called ##FGI exist in M2 Boston Manufacturing? No, you created your
subinventories in M1 Seattle Manufacturing.
13. (N) Change Organization.
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Locator Control
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Locator Control
Locators are structures within subinventories. Locators are the third level in the enterprise
structuring scheme of Oracle Inventory. Locators may represent rows, aisles, or bins in
warehouses. You can transact items into and out of locators. You can restrict the life of
locators as well as define locator dimensions.
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Subinventory-Locator Relationship
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Subinventory-Locator Relationship
You can structure Oracle Inventory in such a way that some of the subinventories and items
have locator control while others do not. If locator control is turned on at the item level, you
must specify a locator when transacting the item into or out of a subinventory. If locator
control is turned on at the subinventory level, you must specify a locator when transacting any
item into or out of that subinventory. Each stock locator you define must belong to a
subinventory, and each subinventory can have multiple stock locators. The possible locator
control types are:
None
Prespecified
Dynamic entry
Item Level
You cannot use the same locator names within any two subinventories within the same
organization.
For more information about setting up locator control see Defining Stock Locators, Oracle
Inventory Users Guide.
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2.
Click New.
3.
4.
Enter a Description.
5.
6.
7.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
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
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Row:
Rack:
Bin:
Subinventory:
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##
##
02
02
01
02
##Main
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2.
(B) New
Row:
Rack:
Bin:
Description:
Type:
Subinventory:
Locator Status:
##
1
02
Anything you want
Storage Locator
##FGI
Active : Not Available for Netting, ATP and Reservations
Row:
Rack:
Bin:
Description:
Subinventory
Locator Status:
##
2
01
Anything you want
##Main
Active
Row:
Rack:
Bin:
Description:
Subinventory
Locator Status:
##
2
02
Anything you want
##Main
Active : Available for ATP and Reservations
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Copyright Oracle Corporation, 2007. All rights reserved.
Inventory Structure
Chapter 2 - Page 41
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3.
4.
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For more information see Interorganization Shipping Network, Oracle Inventory Users Guide.
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Shipping Method
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Shipping Method
Shipping methods are the way you ship material. When you create a shipping method, you
must enable it before you can use it in a shipping network. If you disable a shipping method
you cannot use it in a shipping network.
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When you copy a model organization the system automatically copies the following
information:
Subinventories
Locators
Work in Process parameters
Work in Process accounting classes
Planning parameters
Shipping parameters
Note: The system does not copy organization-specific data including: cost type, cost subelement, Process Manufacturing Enabled, Oracle Warehouse Management enabled, and costsharing entities.
For more information about copying inventory organizations see Copy Inventory Organization
Implementation Guide.
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Organization Hierarchy
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Organization Hierarchy
Organization hierarchies enable you to group together organizations and perform operations
across all organizations within a hierarchy. You can perform the following operations across
all organizations within an organization hierarchy:
Assign items to organizations: You can assign an item to any organization that belongs to
the same master organization within the same hierarchy. You can also assign a range of
items or item categories to a single organization, as well as a range of items or categories
to multiple organizations.
Copy item attributes: You can manage item attributes for many organizations in one place.
You can verify that an item or group of items were set up correctly, copy organizationlevel item attributes from one item to other organizations that use the item, and copy item
attributes from one item to another within an organization.
View item information: You can view on-hand quantity information as well as item where
used information for organizations.
Open and close accounting periods: You can open and close accounting periods.
Purge transactions: You can purge transactions.
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Inventory Structure
Chapter 2 - Page 50
Process transactions with the Inventory Transaction Open Interface: You can use the
Inventory Transaction Open Interface to review, submit, or cancel transactions.
Manage bills of materials: You can create common bills of material for organizations as
well as delete items, bills, components, routings, and operations.
Manage engineering change orders You can automatically implement as well as make
changes to engineering change orders.
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Organization Reports
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Profile Options
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Implementation Considerations
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Implementation Considerations
When you set up your organizations you need to determine the organization type. For
example, you need to determine if the organization is a process or a discrete organization and if
you are using Oracle Warehouse Management. You can use Oracle Warehouse Management
and Oracle Process Management in the same organization. You should not however, use
Oracle Asset Management with Oracle Warehouse Management or Oracle Process Execution.
If you plan on using Oracle Warehouse Management you need to determine if you are going to
use the Warehouse Control system. If this organization transacts business with Japan, Taiwan,
or Korea you can enable Chargeable Subcontracting for the organization. You must consider
all of this information before you create items or process transactions.
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Chapter 2 - Page 55
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Chapter 2 - Page 56
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Chapter 2 - Page 57
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Summary
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Chapter 2 - Page 61
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Units of Measure
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Chapter 3 - Page 1
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Chapter 3 - Page 2
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Objectives
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Units of Measure
Chapter 3 - Page 4
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Units of Measure
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Unit of Measure
You define units of measure for tracking, moving, storing, and counting items.
Primary Unit of Measure
When you define an item you establish a primary unit of measure. The system tracks on-hand
quantity and calculates transactions based on the primary unit of measure.
Secondary Unit of Measure
You can optionally establish a secondary unit of measure (dual unit of measure control) for an
item. Secondary unit of measure can be used for cases where you need to track in two units of
measure and there is no constant conversion between the two unit of measures (UOMs). For
example, chickens can be tracked in pounds and eaches.
If an item is under dual unit of measure control the system tracks on-hand quantity based on
both the primary and secondary units of measure. For example, you can track an item in both
eaches and liters.
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Units of Measure
Chapter 3 - Page 5
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Units of Measure
Chapter 3 - Page 6
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Units of Measure
Chapter 3 - Page 7
2.
3.
Name
UOM
Description
Class
00-Centimeter
00C
00 Centimeter
00-Metric
00-Kilometer
00K
00 Kilometer
00-Metric
4.
5.
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Chapter 3 - Page 8
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2.
3.
4.
5.
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Units of Measure
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Units of Measure
Chapter 3 - Page 10
2.
3.
4.
5.
6.
7.
8.
9.
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Units of Measure
Chapter 3 - Page 11
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Units of Measure
Chapter 3 - Page 12
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Units of Measure
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
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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.
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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 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.
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Create a lot-level unit of measure conversion for item CM20001. Use your new base unit of
measure as the destination base unit of measure.
Copyright Oracle Corporation, 2007. All rights reserved.
Units of Measure
Chapter 3 - Page 14
What types of updates can you perform on the Update Quantities window?
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Units of Measure
Chapter 3 - Page 15
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2.
3.
4.
##-QTY
##-Quantity Class
##-Each
##E
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6.
Units of Measure
Chapter 3 - Page 16
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7.
Name
UOM
Description
##-Dozen
##D
## Dozen UOM
## Gross
##G
## Gross UOM
## Case
##C
## Case UOM
Note: Select (M) File > New between each new unit of measure.
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12. Enter the unit of measure conversion information according to the following table:
Unit
##-Dozen
Class
Conversion
Base Unit
##-Qty
12
##-Each
Units of Measure
Chapter 3 - Page 17
##-Gross
##-Qty
144
##-Each
##-Case
##-Qty
24
##-Each
Note: Select (M) File > New between each new unit of measure conversion.
Note: Verify that you are creating a standard unit of measure conversion.
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Units of Measure
Chapter 3 - Page 18
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17. Enter a value in the New Primary quantity field (for example, 480).
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Chapter 3 - Page 19
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Profile Options
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Units of Measure
Chapter 3 - Page 21
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Units of Measure
Chapter 3 - Page 22
Implementation Considerations
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Implementation Considerations
You can use a maximum of five decimal places for an individual unit of measure within
Oracle Inventory.
Note- Inventory transactions and on hand balance supports decimal precision to 5 digits
after the decimal point. Oracle Work in Process supports decimal precision to 6
digits. Other Oracle Applications support different decimal precision. As a result of
the decimal precision mismatch, transactions another Oracle Application passes may
be rounded when processed by Inventory. If the transaction quantity is rounded to
zero, Inventory does not process the transaction. It is therefore suggested that the base
unit of measure for an item is set up such that transaction quantities in the base unit of
measure not require greater than 5 digits of decimal precision. For example, in some
industries such as the gold jewellery industry, you may need a more granular level of
control than 5 decimal places. You need to carefully determine the base unit of
measure for each unit of measure class.
Primary units of measure cannot be changed on items after they are saved.
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Units of Measure
Chapter 3 - Page 23
Summary
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Units of Measure
Chapter 3 - Page 24
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Objective
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What is an Item?
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What Is an Item?
An item is a part or service you:
Purchase
Sell
Plan
Manufacture
Stock
Distribute
Prototype
Items can also be containers for items as well as components you build into other items.
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Defining Items
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Defining Items
Define only the information you need to maintain the item. You cannot define an item at the
organization level. Oracle Inventory automatically switches to the Master Item window when
you define a new item.
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Defining Items
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2.
3.
4.
5.
Select Apply.
6.
Select Done.
7.
8.
9.
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Item Master
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Item Master
Always define items in the master organization. When you define an item, Oracle
automatically changes your current organization to the master organization. You may enable
your new items in as many child organizations as needed.
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Item Attributes
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Item Attributes
Item attributes are the collection of information about an item.
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2.
3.
4.
5.
(T) Inventory.
6.
Select the Master radio button from the Display Attributes zone.
7.
Select the Org radio button from the Display Attributes zone.
8.
(T) Purchasing
9.
(T) Receiving
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Item Status
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Item Status
You can use statuses to provide default values for certain item attributes to control the
functionality of an item. The Item Status attribute has a defined set of yes or no values for the
status attributes. You apply the values to the status attributes when you choose an item status
code when you define an item. For example, in the beginning of a product development cycle
you set the Item Status attribute to Prototype with all of the status attributes defaulted to yes
except for Customer Orders Enabled. When the item is ready, you change the Item Status
attribute to Active to enable all item functions.
You can assign one or more pending statuses for an item, to be implemented on future dates.
These statuses become effective on their assigned effective dates. You can view the status
history of an item if needed.
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converts the quantity to the second unit of measure and displays both quantities. You
can change the quantity in the secondary unit of measure, without changing the
quantity in the primary unit of measure.
- No Default: The system stores inventory in both the primary and secondary units of
measure. Use this option when the default conversion between the two units of
measure is usually not the same. The system does not automatically display in the
secondary unit of measure when you specify the quantity for the primary unit of
measure. You manually enter the quantity of the secondary unit of measure before
you process a transaction. The secondary quantity can fluctuate from the default
conversion by the factors that you specify in the Deviation + and Deviation attributes.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Viewing Item Attributes
1.
2.
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What is the BOM Item Type for the part? _______What is the control level? ______
Is this item Recipe Enabled? _____ What is the control level? ____
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Find item # AS54888 and answer the following questions about the item's attributes.
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What is the Item Status? _______________ What is the control level? ______
Is a Bill of Material allowed for this item? ______ What is the control level? ______
Can I build this item in WIP? ________________ What is the control level? _____
Are customer orders enabled for this item? _________What is the control level? _____
Is Invoicing Enabled for this item? ______________ What is the control level? _____
Are Internal Orders enabled for this item? _______ What is the control level? ______
Is this item transactable in Inventory? ____________ What is the control level? ______
Is this item purchasable from a Vendor? ___________ What is the control level? _____
Is this item stockable in Inventory? _______________ What is the control level? _____
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A BOM is allowed for item for AS20000. This attribute is controlled at the master level.
4.
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Item AS20000 is recipe enabled. This attribute is controlled at the organization level.
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Click Find.
(T) Main
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A Bill of Material is allowed for this item, and the attribute is master controlled.
8.
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Customer orders are enabled for this item, and the attribute is master controlled.
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9.
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(T) Invoicing
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Invoicing is enabled for this item, and the attribute is master controlled.
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This item is transactable, and stockable. These attributes are master controlled.
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Item Templates
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Item Templates
Oracle Inventory has several predefined templates that you can use to define and update items
or you can create your own templates.
If you regularly define many items that share the same values for a number of attributes, you
may want to define item templates. You can only use copy once when you define an item. You
can predefine templates with relatively few attributes enabled because you can apply more than
one template to define one item.
Attributes in Templates
You can enable attributes and assign them values in each template that you create. When you
apply a template to an item, Oracle Inventory updates only the attributes that are enabled for
the template. The order in which templates are applied is extremely important.
Further Item Templates Help
For more information about item templates see Item Templates, Oracle Inventory Users
Guide.
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2.
(B) New
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Value
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Control Levels
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Master-Level Control
An attribute you maintain at the master level has identical values across all organizations that
use the item.
Organization-Level Control
An attribute you maintain at the organization level may have different values for each
organization that uses it.
Attribute Control
Some attributes can be maintained at only the master level or the organizational Level. Units of
measure are controlled at the master level. If you are using multiple organizations, then you
should maintain min-max planning at the organization level.
Technical Note
Master-Level Control
For example, suppose you want to ensure that items defined in two organizations are
transactable at the same time in both organizations. If you make the item not transactable in
one organization, you want the same item to become not transactable in the other organization.
Organization-Level Control
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Suppose only one of the two organizations in your Oracle Inventory implementation performs
manufacturing operations, while the other organization is strictly a distribution warehouse.
For a finished good item used in both organizations, you would want the flexibility to select the
Build in WIP status attribute check box in the manufacturing organization, and clear the Build
in WIP status attribute check box in the distribution organization.
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Revision Control
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Revision Control
A revision is a particular version of an item, bill of material, or routing. Use the revision
control to track item quantities by item revision and specify a revision for each material
transaction.
Enable revision control for items you must track version changes or changes that are
significant enough to track but do not affect the function and feature of the item.
You cannot change the revision control item attribute when an item has quantity on hand. If
revision control is controlled at the Master Item level, the check for on-hand quantity is against
the sum of on-hand quantity in all child organizations. If revision control is controlled at the
organizational level, the check for on-hand quantity is against the sum of on-hand quantity in
that organization.
Use letters, numbers, and characters such as A, A1, 2B, and so on to define revision numbers.
Letters are always in upper case and numbers may include decimals. To ensure revisions sort
properly, decimals should always be followed by a number. Revisions are sorted according to
ASCII rules, therefore each revision must be greater than the previous revision. For example,
you cannot use revision 10 after revision 9 because, according to ASCII sorting, 10 precedes 9.
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For more information about setting up Revision Control, see Defining Item Revisions, Oracle
Inventory Users Guide
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Defining Items
Overview
In this practice you will learn how to define items, assign item attributes, and enabled items in
organizations.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create Items
Create an item using the template you created in the previous task. Create eight items using the
Finished Goods template with the following descriptions:
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No Inventory Controls
Locator Control ON
Revision Control ON
Lot Control ON
Grade Control ON
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What item attribute do you have to disable if an item if you create an item under dual unit of
measure control? _________________________________________________
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Note: Use the following naming convention for your items, ##-Item##, and be sure to
enable your items in M1 Seattle and M2 Boston.
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3.
4.
5.
(B) Apply.
6.
(B) Done
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8.
9.
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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:
Name:
##-Item02
Description
Team ## Locator Controlled Item
Locator Control:
Prespecified
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16. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.
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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:
Name:
##-Item03
Description
Team ## Revision Controlled Item
Revision Control:
Selected
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22. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.
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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 lotcontrolled item:
Name:
##-Item04
Description
Team ## Lot Controlled Item
Lot Control:
Full Control
Starting Prefix:
A
Starting Number:
001
Maturity Days:
10
Hold Days:
5
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28. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.
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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:
Name:
##-Item05
Description
Team ## Child and Parent Lot Item
Lot Control:
Full Control
Maturity Days:
10
Hold Days:
5
Child Lot Enabled:
Selected
Child Generation:
Parent+Child
Prefix:
A
Starting Number:
001
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34. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.
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38. Create your grade-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
grade-controlled item:
Name:
##-Item06
Description
Team ## Grade controlled item
Lot Control:
Full Control
Starting Prefix:
A
Starting Number:
001
Maturity Days:
10
Hold Days:
5
Grade Controlled:
Selected
Default Grade:
A
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40. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.
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44. Create your serial-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
serial-controlled item:
Name:
##-Item07
Description
Team ## Serial Controlled Item
Generation:
Predefined
Starting Prefix:
A
Starting Number:
0000001
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46. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.
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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:
Primary:
00-Each
Tracking:
Primary and Secondary
Pricing:
Primary
Secondary:
00-Meter
Defaulting:
No Default
Deviation +
0
Deviation 0
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54. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.
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Create a Unit of Measure Conversion for your Dual UOM controlled item
57. Navigate to the Unit of Measure Conversions window
58. (N) Setup > Units of Measure > Conversions
59. (T) Inter-Class
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3.
(B) Find
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Item Relationships
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Item Relationships
You can define relationships between items. This allows you to search for items through these
relationships. Except in Oracle Purchasing, these relationships are for inquiry and reporting
purposes only. For example, you can create an item relationship for substitute items or items
for which you can up-sell.
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(B) New.
4.
To Item
Relationship
Reciprocal
AS18947
AS54888
Substitute
Selected
AS18947
AS44400
Upsell
Deselected
5.
6.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create Item Categories
1.
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AS18947
AS54888
##Item01
##Item02
##Item03
##Item04
##Item05
##Item06
##Item07
##Item08
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Category
##No Controls
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##No Controls
##No Controls
##Controls
##Controls
##Controls
##Controls
##Controls
##Controls
##Controls
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(B) New
3.
Category
Description
Enabled
Product Family
##No Controls
Selected
Product Family
##Controls
Selected
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5.
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8.
9.
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11. Query your items and assign them to your Category Set and the appropriate categories.
Category Set
Category
AS18947
## Category Set
##No Controls
AS54888
## Category Set
##No Controls
##Item01
## Category Set
##No Controls
##Item02
## Category Set
##Controls
##Item03
## Category Set
##Controls
##Item04
## Category Set
##Controls
##Item05
## Category Set
##Controls
##Item06
## Category Set
##Controls
##Item07
## Category Set
##Controls
##Item08
## Category Set
##Controls
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Item Catalogs
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Item Catalogs
To define your catalog, you set up as many distinct item catalog groups as you need to partition
your Item Master. Each group has unique characteristics (called a descriptive element) that
completely describe items belonging to the group. When you assign an item to an item catalog
group, you define values for the descriptive elements that apply to your item. For example, an
item catalog group called mug could have a descriptive element called material. Possible
values for material might be glass or ceramic.
Descriptive Elements
You can define any number of descriptive elements for an item catalog group. You can also
describe whether the descriptive element is required at item definition, and whether the
descriptive element value is included by default in the item catalog description. Descriptive
element values can be concatenated and used to create an item's description. You turn this
feature off or on for each descriptive element in a catalog group. Turn Description Default on
for any element you want included in a concatenated description. You create a concatenated
description when assign an item to an item catalog group.
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2.
3.
4.
5.
(B) Details
6.
Name
Description
Country
Country of origin
Deselected
Style
Style of mug
Selected
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Capacity
Number of ounces
Selected
Material
What is it made
of?
Selected
7.
8.
9.
Navigate to the
Create Items
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Required
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Selected
Selected
Selected
Deselected
Note: Use the Finished Goods template and enable all parts in M1 Seattle Manufacturing
and M2 Boston Manufacturing.
Item
Description
## Mug 1
Mug 1
## Mug 2
Mug 2
## Mug 3
Mug 3
## Mug 4
Mug 4
(B) Find
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19. Repeat Steps 14-17 for the rest of your items according to the following table:
Item
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## Mug 2
Country
Capacity
Style
Material
US
12 oz
Uncovered
Copper
## Mug 3
US
16 oz
Covered
Plastic
## Mug 4
US
16 oz
Uncovered
Glass
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Deletion Constraints
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Item Reports
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Profile Options
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Implementation Considerations
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Implementation Considerations
You should set all costing attributes at the organizational level because costing is most
commonly done at organizational level. WIP requires costing at org level to set up WIP
accounting classes. Costing of individual items is specific to individual organizations because
of location and other considerations.
Costing Method
Costing method is chosen and set at the inventory organization level. Within a set of books, an
enterprise can have multiple cost methods specified at each organization level. For example, a
company may have one average cost org and one standard cost org. Available costing methods
are as follows:
Standard
Weighted
Average
FIFO
LIFO
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Summary
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Chapter 5
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Objective
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Child Lots
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Child Lots
A child lot is a subdivision of a lot that you can use if you produce a lot over a period of time,
but still want to group the material as a single lot. Using a child lot maintains the integrity of
the lot, but enables you to consume it in manageable pieces. When you process transactions for
material under child lot control, you enter the child lot as the lot number. The system also
maintains a genealogy relationship between the parent lot and the child lot.
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4.
5.
6.
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9.
Vision Operations
Vision Operations
Vision Operations
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10. (B) Others > Inventory Information > (T) Inventory Parameters
11. Enter the following inventory parameters:
Organization Code:
Item Master Organization:
Calendar:
Demand Class:
Move Order Timeout Period:
Mover Order Timeout Action:
Locator Control:
Allow Negative Balances:
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M12
Vision Operations
Vision01
Blank
60 Days
Approve automatically
Determined at Subinventory Level
Selected
Standard
Yes
No
No
No
Blank
Blank
Blank
Account
Material
01-000-1410-0000-000
Outside Processing
01-000-1450-0000-000
Material Overhead
01-000-1420-0000-000
Overhead
01-000-1430-0000-000
Resource
01-000-1440-0000-000
Expense
01-520-7530-0000-000
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Account
01-520-5210-0000-000
01-520-5220-0000-000
Inventory AP Accrual
01-000-2220-0000-000
Sales
01-520-4110-0000-000
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Across Items
At Item Level
30
At item level
Blank
With exception
Within organization
At organization level
SER
0000000001
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Predefined percent
10%
01-520-5290-0000-000
01-520-5210-0000-000
01-000-1810-0000-000
01-000-2370-0000-000
01-000-1460-0000-000
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Enforce Ship-To:
ASN Control Action:
Receipt Days Early and Late:
Receipt Days Exceed-Action
Over Receipt Tolerance (%)
Over Receipt Action
RMA Receipt Routing:
Receipt Routing:
Allow Substitute Receipts:
Allow Unordered Receipts:
Allow Express Transactions:
Allow Cascade Transactions:
Validate Serial Numbers on RMA Receipts:
Receipt Number Generation:
Receipt Number Type:
Next Receipt Number:
Validate Lots on RMA Receipts:
Receiving Inventory Account:
Clearing Account:
None
None
5
Warning
5%
Warning
Standard
Standard
Selected
Selected
Selected
Selected
Selected
Automatic
Alphanumeric
1
Restricted
01-000-1410-0000-000
01-000-1410-0000-000
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point, or MRP planning calculations. You also cannot reserve an expired lot. See Oracle
Inventory User's Guide Inventory Attribute Group control.
Grade Control
A grade is a rating that you assign to an item lot for quality control purposes. Grades are
usually based on criteria such as color, size, or quality of the lot. For example, the grade of a
lot of paint could be excellent, average, or poor. A grade is a characteristic of an item lot, and
never a lot location.
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Managing Lots
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Expired Lots
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Expired Lots
You can assign lot control shelf life days, or enter a lot expiration date to determine when a lot
expires. The expiration date controls the availability of the lot for transacting and planning
purposes. An expired lot:
Is not considered as on-hand supply when you are performing min-max, reorder point, or
MRP planning calculations.
Cannot be reserved for a date beyond the expiration date.
Can be transacted and is included in on-hand quantities.
Is included in all inquiries and reports, including inventory valuation reports
Is included in a cycle count and count entry and adjustments are allowed
Is included in a physical inventory and tag entry and adjustments are allowed
Lot Expiration Action
A lot expiration action is the action that you perform on a lot when it expires. You can assign a
default lot expiration to an item on the Item Master or when you generate a lot. To associate a
lot expiration action with a lot, you must define shelf life days for the item.
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Disabled Lots
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Disabled Lots
Disabling a lot only prevents it from appearing in a list of values when you are performing
receipt transactions. If you type in the lot number, it is valid and accepted even though it was
not in the list of values. Disabling is used only for tailoring this specific instance of the list of
values for lot numbers. A disabled lot:
Is included in available to transact, available to promise, and available to reserve
calculations
Is included as on-hand supply when you are performing min-max, reorder point or MRP
planning calculations
Is included as on-hand in all inquiries and reports, including inventory valuation report
Can be transacted with Inventory functions and the Transaction Open Interface
Can be reserved
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2.
3.
4.
(B) Apply
5.
(B) Done
6.
(T) Inventory
7.
Full Control
15
5
Shelf Life Days
60
30
10
Dispose
Enabled
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8.
9.
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2.
3.
4.
5.
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2.
3.
4.
5.
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Assumptions
You created lot control, parent and child lot control, grade control, and lot expiration
controlled items in the previous practice.
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
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Generating Lots
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## - Item04
##- Item05
## - Item06
## - Item 08
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1.
2.
What field
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2.
(B) New
3.
Enter Item ##-Item04 in the Item field where ## represents your team number.
4.
Press Enter.
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5.
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7.
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Enter item ##-Item05 in the Item field where ## represents your team number.
9.
Press Enter.
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14. Enter item ##-Item06 in the Item field where ## represents your team number.
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19. Enter item ##-Item08 in the Item field where ## represents your team number.
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2.
3.
4.
(T) Inventory.
5.
6.
7.
8.
9.
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Lot Quantity:
10
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Serial Uniqueness
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Serial Uniqueness
You use the Organization Parameters window to choose a type of serial number uniqueness for
your organization. You can choose to enforce uniqueness Within inventory items, Within an
organization, or Across organizations. The three levels for serial uniqueness are cumulative,
and the definitions are as follows:
Within Inventory Items: Once you assign a serial number to a particular item you cannot
assign the same serial number to the same item regardless of the organization. For
example if you assign serial number SN100 to item A, you cannot assign serial number
SN100 to any other instance of item A in any organization. This also includes CTO items
derived from base model A. However you could receive item B with serial number
SN100 in any organization.
Within an Organization: In addition to the Within Inventory Items restrictions, the same
serial number cannot exist twice within the same organization. For example, if you assign
SN100 to item A, you cannot receive item B with the serial number SN100 in the same
organization. You can, however, receive item B with the serial number SN100 in any
other organization.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Generate Serial Numbers
1.
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Find the serial numbers you generated. What state are the serial numbers in?
_______________________________________________________
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2.
3.
(B) OK.
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4.
(B) Submit
5.
(B) Yes
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7.
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Lot Genealogy
Lot genealogy tracks the relationship between lots and provides lot traceability that results
from inventory transactions. This includes all lot splits, merges, and translations. Lot
genealogy also enables you to view where a particular lot is used. For example, one of your
suppliers informs you that they supplied you with contaminated sugar, which needs to be
recalled, and you used this sugar as an ingredient in the production of orange juice. You can
use lot genealogy to find each lot of orange juice that contain the contaminated lots of sugar.
You can use lot genealogy to view the work order details for a WIP job, material and pending
transactions, and quality results for both WIP jobs and process batches. Oracle Process
Manufacturing does not support serial numbers or serial genealogy.
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Select an item
3.
(B)View Genealogy
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8.
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Serial Genealogy
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Serial Genealogy
Serial genealogy tracks the transaction and multilevel composition history of any serialcontrolled item from receipt to customer sale. The composition genealogy is captured through
material transactions in Oracle Work in Process and Oracle Process Manufacturing. The serial
genealogy appears in a graphical display, and you can trace an assembly down through all of
its components or from the component to an assembly. This genealogy tracing enables you to
expedite problem isolation and improve customer response times. Serial genealogy also helps
you to track and regulate supplier performance and quality.
You can view the transaction history of the serial across all organizations within an operating
unit and view the current organization where the serial resides. When issuing serialized
components to serial controlled assemblies, you must associate the component serial number
with the assembly serial number. If the component has a supply type of Push, the association
occurs at WIP Issue. If the component has a supply type of Operation Pull, the association
occurs at WIP Move. If the component has a supply type of Assembly Pull, the association
occurs at WIP Completion. If the item is under lot control, then you can also view the lot
genealogy for the same item. When you view the genealogy of the item, the system lists the
item number, followed by the lot number, and finally the serial number.
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Profile Options
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Implementation Considerations
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Summary
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Transaction Setup
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Objectives
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Overview
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Transactions
A transaction is an item movement into, within, or out of inventory. A transaction changes the
quantity, location, planning responsibility, or cost of an item. Oracle Inventory supports a
number of predefined and user-defined transaction types. Every material movement has a
corresponding set of accounting transactions that Oracle Inventory automatically generates. All
transactions validate the various controls (revision, locator, lot, dual unit of measure, and serial
number) you enable for your items.
For more information about transaction see Overview of Inventory Transactions, Oracle
Inventory Users Guide.
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Transaction Setup
Chapter 6 - Page 5
Inventory Transactions
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Inventory Transactions
Inventory transactions enable you to:
Receive items into your organization.
Issue items out of your organization.
Transfer items from one subinventory in your organization to another subinventory in the
same organization
Transfer items between organizations
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Transaction Setup
Chapter 6 - Page 6
Move Orders
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Move Orders
Move orders are requests for the movement of material within a single organization. They
formalize the process to request the movement of material within a warehouse or facility for
purposes like replenishment, material storage relocations, and quality handling. Move orders
are generated manually or automatically depending on the source type. To request a material
transfer between organizations requires an internal requisition.
Move Order Requisitions
A move order requisition is a manually generated request for a move order. It is available for
subinventory transfers and account transfers. Once a requisition has been approved, it becomes
a move order. These requests can optionally go through a workflow-based approval process
before becoming move orders. For more information about move order requisitions see
Generating Move Order Requisitions, Oracle Inventory Users Guide.
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Chapter 6 - Page 7
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Transaction Action
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Transaction Action
You use transaction actions with a source type. A transaction action identifies a transaction
type. Oracle Inventory provides the following transaction actions:
Issue from stores
Subinventory transfer
Direct organization transfer
Cycle count adjustment
Physical inventory adjustment
Intransit receipt
Intransit shipment
Cost update
Receipt into stores
Delivery adjustments
WIP scrap
Assembly completion
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Transaction Setup
Chapter 6 - Page 10
Assembly return
Negative component issue
Negative component return
Staging Transfer
Ownership Transfer
Logical Issue
Logical Delivery Adjustment
Retroactive Price Adjustment
Logical Receipt
Delivery Adjustment
Lot Split
Lot Merge
Lot Translate
Lot Update Quantity
Logical Expense Requisition Receipt
Planning Transfer
Ownership Transfer
Logical Intercompany Sales
Logical Intercompany Receipt
Logical Intercompany Receipt Return
Logical Intercompany Sales Return
Container Pack
Container Unpack
Container Split
Cost Group Transfer
Logical Intransit Receipt
Logical Intransit Shipment
Retroactive Price Update
Container Transaction
COGS Recognition
Residual Quantity Issue
Residual Quantity Return
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Transaction Types
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Transaction Types
A transaction type is the combination of a transaction source type and a transaction action. It is
used to classify a particular transaction for reporting and querying purposes. Oracle Inventory
also uses transaction types to identify certain transactions to include in historical usage
calculations for ABC analysis or forecasting. A number of transaction types are predefined in
Oracle Inventory. You can also create custom transaction types.
You use the Transaction Types window to define additional transaction types to customize
transaction entry. A user-defined transaction type is a combination of a user-defined
transaction source type and a predefined transaction action. For example, if you frequently
donate items to charity, you might want to define a transaction source type called charity and a
transaction type called Issue to Charity. In this case, the transaction action would be Issue
from Stores. You would then use the Miscellaneous Transactions window to actually issue an
item to charity, using the Issue to Charity transaction type. You would also specify the actual
charity to which you are issuing, such as Goodwill, and the expense account that specifies the
source Goodwill. For more information about transaction types see Transaction Types, Oracle
Inventory Users Guide.
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Chapter 6 - Page 13
2.
3.
4.
5.
6.
8.
9.
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Transaction Managers
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The move transaction manager processes move transactions in Oracle Work in Process and
move transactions you import from devices such as portable bar code readers or your custom
data entry forms using the Open Move Transaction Interface.
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After you create a rule you assign it in the rules workbench. The rule that you created on the
Inventory Picking Rules page appears on the Rules Workbench. The system automatically
assigns a sequence number and return type to the rule. You can modify the sequence number,
but you cannot modify the return type. The return type is a strategy, rule, or value.
You can assign your rule to any combination of criteria the Rules Workbench displays. For
example, if you create a picking rule that allocates material by lot number in ascending order
followed by locator in ascending order, you can assign it to an item in the Rules Workbench.
This means for picking, the system allocates the lowest lot number of the item in the lowest
locator number where the item resides.
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5.
6.
(B) Assignment
7.
8.
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Sales_Order_Partial_Lot_Subinventry
Sales order partial lot allocation allowed
Enabled
RECEIPT DATE DESC
1
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Aliases
An account alias is an easily recognized name or label representing a general ledger account
number. You can view, report, and reserve against an account alias. During a transaction, you
can use the account alias instead of an account number to refer to the account.
You must create an inventory account alias for each GL account if you wish to use an alias for
that GL account in inventory transactions. Oracle Inventory does not honor GL account aliases.
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Chapter 6 - Page 23
Accounting Periods
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Accounting Periods
Oracle Inventory uses accounting periods to group material and work in process transactions
for accounting purposes. An accounting period must be open for you to complete a transaction;
that is, the transaction date you enter must fall within the beginning and ending dates you
define for the period.
Closing Accounting Periods
You can close the earliest accounting period with a status of Open or Error. An automatic
general ledger transfer is processed when you close an accounting period.
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2.
3.
4.
(B) OK
5.
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Chapter 6 - Page 26
The shortage alert appears in the window during the transaction with the option to go to the
View Potential Shortages form, showing where the shortage exists. Alerts are automatic once
they are set up. Notifications are optional and can be sent to a prespecified list of individuals.
Sources of Demand
When generating shortage alerts and notifications, the system considers one or more of the
following to be sources of demand:
WIP jobs
WIP schedules
Sales order lines that have been pick released and detailed but for which adequate quantity
was not sourced
Supply Types
The system considers the transaction types you select as supply for the unsatisfied demand.
Shortage alerts and notifications are triggered for system or user defined transaction types with
transaction actions of:
Receipt into stores
Intransit receipt
Direct organization transfer
Assembly completion
Negative component issue
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You can also specify individuals to be notified if a shortage occurs. To bypass the approval
process and automatically approve move order requisitions, enter 0 days for the Move Order
Timeout Period and select Automatically Approve for the Move Order Timeout Action. The
approval process is also not enabled for organization items without an assigned planner.
Item Transaction Defaults
You can define the item transaction defaults to automatically populate the destination locator
on the move order line from an organization item.
Move Order Time-Out
Use move order time-out if you want to require approvals for the move orders in your
organization.
Time-out Period
The length of time, in days, you will let your move orders sit in a pending-approval queuing
status.
The following rules apply when you set up time-outs:
After one time-out period, a reminder is sent to the approver.
After two time-out periods, the move order time-out action is performed.
The time-out action is either approved or rejected.
If the time-out period is 0, all move orders are automatically approved.
If the time-out period is left blank, the setting defaults to 0.
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If a subinventory or item is locator controlled, when you create the move order receipts,
specify a destination locator. If you do not specify a destination locator, the allocating process
uses the item transaction default.
For more information see:
(Help) Oracle Manufacturing Applications > Oracle Inventory > Transactions > Overview of
Move Orders > Setting Up Move Orders
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Profile Options
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Implementation Considerations
Answer the following questions to determine which of the following demand sources should be
considered potential shortages.
Which inventory organizations should be checked for shortages?
Which type and statuses of WIP jobs/schedules should be checked for shortages?
Answer the following questions to determine the individuals and the method for delivering
shortage messages.
Should workflow alerts and notifications be generated when actual shortages exist?
Who should be notified?
How frequently should notifications be sent?
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Chapter 6 - Page 39
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Chapter 6 - Page 40
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Summary
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