Oracle Inventory

世新大學 ERP 實驗室
Oracle Inventory
講師：莫明鳳
Outline
• Inventory Overview
– Inventory introduction
– Inventory components
– Inventory Control
• Oracle Inventory Flow Process
– Inventory Enterprise Structure
– Item
– Inventory Control
– Miscellaneous Transaction
– Accuracy control
– Planning
Inventory Overview
Inventory Overview
• Inventory introduction
• Inventory components
• Inventory control
Inventory Overview
Inventory Introduction
• 主要任務
– 適時掌握正確的存貨狀況
• 效益
– 提高帳務處理的作業效率與正確性
– 掌握正確即時的庫存資訊
– 掌握存貨異動狀況及料件呆滯情形
– 提高盤點作業的效率
Inventory Overview
– Item
– subinventory
Inventory Overview
– Item
– subinventory
Inventory Components - Item
• Type
• Number schema
• Engineering aspect
• Inventory aspect
• Purchasing aspect

• Type
– Raw material
– WIP (work in process)
– Semi-finished goods
– Finished goods (end item)
– MRO (Maintenance , Repair and Operation Suppli
es)
• Number schema
• Type
• Number schema
– Part number or Item number
– 原則：簡單性、單一性、易記性、組織性、充足性
• Type
• Number schema
– Revision
– EC
– Drawing
• Type
• Number schema
– Locator
– Safety stock
– On-hand quantity
– Transaction summary
• Type
• Number schema
– Lead-time
– Order Policy : Reorder point 、 EOQ
– Supplier
Inventory Overview
– Item
– Subinventory
Inventory Components - Subinventory
• Types
– 按料件分
• 原物料倉
• 半成品倉
• 成品倉
– 按稅制分
• 保稅倉
• 非保稅倉
– 其他
• 報廢倉、客供品倉等
Inventory Overview
– ABC analysis
– Reorder point
– Economic Order Qty ,EOQ
– Physical inventory
Inventory Overview
– ABC analysis
– Reorder point
ABC Analysis
• A類
– 約有 10~30% 的存貨項目，價值約佔全部庫存價值
的 70~80%
• C類
– 約有 40~50% 的存貨項目，價值約佔全部庫存價值
的 5~15%
• B類
– 剩餘的存貨
ABC Analysis
• A 類處理原則
– 嚴密管制
– 根據歷史資料及預測訂購
– 縮短前置時間、嚴密控制交期
– 增加循環盤點次數、提高庫存精確度
– 放置於容易入出庫位置
• C 類處理原則
– 可採較不嚴密管制
– 定量訂購方式
– 定期盤點
Inventory Overview
– ABC analysis
– Reorder point
Reorder Point
Quantity
Reorder Quantity
Reorder Point
再訂購數量
Safety Stock
Lead Time
前置時間
Time
Inventory Overview
– ABC analysis
– Reorder point
EOQ
Inventory Overview
– ABC analysis
– Reorder point
Physical Inventory
制定盤點時程計畫
盤點差異列印
凍結庫存
盤差盈虧調整
列印盤點卡、盤點清冊庫存凍結解除
實際盤點盤點差異對策分析
輸入實際盤點數量
Oracle Inventory Flow Process
講師：莫明鳳
Oracle ERP Overview

固定資產管理
Assets
粗略產能應付帳款
請購作業採購作業收料作業付款作業
銷售預測規劃立帳
PR PO Receiving Payment
FCST RCCP Invoice
物料需求細部產能
主需求排程主生產排程庫存規劃
計劃成本管理
MDS MPS Inventory
CRP 統一發
MRP Costing 票據管理
票管理
生產發料
Issue
客戶訂單生產指示
GL
SO 供應鍊管理生產入庫
Discrete
最佳化排程 Transfer
Repetitive
APS 生產控制
Flow 應收帳款
製程移轉
收款作業
Project
SFC 立帳
Receipts
總
Process
出貨作業 Invoice 帳
Picking 系
Shipping 統
Oracle ERP Overview

固定資產管理
庫存 Assets
Inventory
粗略產能應付帳款
請購作業採購作業收料作業付款作業
銷售預測規劃立帳
PR PO Receiving Payment
FCST RCCP Invoice
物料需求細部產能
主需求排程主生產排程規劃
計劃成本管理
MDS MPS CRP 統一發
MRP Costing 票據管理
票管理
生產發料
Issue
客戶訂單生產指示
GL
SO 供應鍊管理生產入庫
Discrete
最佳化排程 Transfer
Repetitive
APS 生產控制
Flow 應收帳款
製程移轉
收款作業
Project
SFC 立帳
Receipts
總
Process
出貨作業 Invoice 帳
Picking 系
Shipping 統
Inventory Flow Process

Enterprise Structure
Items
Inventory Controls ABC Analysis
Cycle Physical Inventory

Transaction
Counting Inventory Planning
ERP
世新大學實驗室
• Inventory Enterprise Structure

• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
ERP

• Item
• Planning
ERP
Inventory Enterprise Structure
Set of Books 2
Location B
Organization A Organization B
Location A
Set of Books 1
Subinventory Subinventory Subinventory Subinventory
Locator Locator Locator Locator Locator

ERP 世新大學實驗室
Inventory Organization Hierarchy
• Each oracle inventory organization must

have an item master organization.
Item Master
Organization
V1-Vision Operation
Organization Organization
M1-Seattle MFG E1-Vision Germany
Oracle Inventory Flow

• Item
• Planning

• Item
– Unit of Measure , UOM
– Item status
– Define Item
• Planning

• Item
– Item status
– Define Item
• Planning
Unit of Measure
Define one base UOM
For each UOM class
Define UOM classes
Define multiple nonbase
UOMs for each class
Define standard
Conversions
Define Intraclass
Define UOM Conversion Conversions
Define interclass
Conversions

• Item
– Item status
– Define Item
• Planning
Item Status
• By giving an item status you can control key

functionality of an item.
Status Attributes
BOM Allowed = Yes Invoice Enabled =

Item Status Yes
Build in WIP = Yes Transactable = Yes
Customer Orders Active

Purchasable = Yes
Enabled = Yes
Internal Orders Stockable = Yes
Enabled = Yes
Item Status Control
• Control Level of status attributes

– Master-level control Master
Organization
• Identical value
– Organization-level control Organization Organization
• Different value
• Status Setting Level
– Sets Value : nonupdatable
– Defaults Value : updatable
– Not Used : no value

• Item
– Item status
– Define Item
• Planning
Define Item
Choose Item Attribute Control Levels
Define Define Define Create Define

UOMs Status Categories Templates Catalogs
Control
Levels Define
Category
Sets
Define
Statuses
Define
Default
Category
Sets
1
Define Item
1
Copy templates
Copy Items
Enter attribute values
Enable in child organizations
Update organization level attributes
Define Item costs

Practice (1)~(2)
• Define your own items

– Two for Finished Goods
– Two for Raw Materials
• Responsibility
– Inventory , Vision Operations (USA)

• Item
• Planning

• Item
– Locator control
– Revision control
– Lot control
– Serial number control
• Planning

• Item
– Locator control
– Lot control
• Planning
Locator Control
• Track items by rack and bin locators.

• Assign default shipping locators for items.
• Assign default receiving locators for items.
• Restrict items to particular locators.
• Use locators in a material transaction
Locator Control
Item with locator control i

n this subinventory
Organization
Subinventory Subinventory
Locator
Item without locator contro

l in this subinventory

• Item
– Locator control
– Lot control
• Planning
Revision Control
• Track items by revision information.

• Enter a miscellaneous receipt with revision
control.
• Enter a engineering change order with
revision number.
Revision A Revision B

• Item
– Locator control
– Lot control
• Planning
Lot Control
• Track specific batches of items.

• Regulate the use of perishable items.
• Enable lot and shelf life control of items.
Lot
#032698

• Item
– Locator control
– Lot control
• Planning
Serial Number Control
• Track individual units of items that you store

and transact in your organization.
• Track items that you want to maintain very
tight control.
SN
#0101549

• Item
• Planning

• Item
– Overview
– Customize Transactions
– Miscellaneous Transactions
• Planning

• Item
– Overview
• Planning
Overview
Material Flow Business Flow
Receive Goods WIP Purchasing
Move Goods Inventory
MRP Order
Ship Goods Management

• Item
– Overview
• Planning
Customize Transactions
• A transaction source type and transaction

action make up a transaction type.
Transaction Source
Transaction Action
Type
Transaction Type
Transaction Source Type

Transaction Action
• Issue from stores (-)

• Receipt into stores (+)
• Subinventory transfer (-+)
• Direct organization transfer (-+)
• Intransit shipment (-)
Transaction Type

• Item
– Overview
• Planning
ERP 世新大學實驗室
Miscellaneous Transactions Term

Miscellaneous Receipt Miscellaneous Issue
Organization
Subinventory Subinventory
Locator Locator
Subinventory Tr
Locator Locator
ansfer
Direct Inter-organization Transf

Inter-organization er by Way of Intransit
Transfer
Organization
Practice (3)~(6)
• Revision Control
– INV##-02 needs revision control in M1
• Miscellaneous transaction
– Account Receipt of INV##-01 & INV##-02
– Subinventory Transfer of INV##-02
– Query on-hand Qty

– INV##-01 & INV##-02
• Responsibility

• Item
• Planning

• Item
– ABC analysis
– Cycle counting
• Planning

• Item
– ABC analysis
– Cycle counting
• Planning
Physical Inventory Flow
制定盤點時程計畫
盤點差異列印
凍結庫存
盤差盈虧調整
列印盤點清冊、盤點卡庫存凍結解除
實際盤點盤點差異對策分析
輸入實際盤點數量
Physical Inventory Flow
初盤
item 負責人員
實際盤點
複盤
交叉盤點
抽盤
會計師
Oracle Physical Inventory

Define physical inventory
Snapshot of on-hand quantities
Generate tags
Count Items
Enter counts
Approve counts
Run adjustment program

Physical Inv. v.s Oracle Physical Inv.
制定盤點時程計畫 Define physical inventory
凍結庫存
Snapshot of on-hand quantities
列印盤點清冊、盤點卡
Generate tags
實際盤點
輸入實際盤點數量 Count Items
盤點差異列印 Enter counts

盤差盈虧調整
Approve counts
庫存凍結解除
Run adjustment program
盤點差異對策分析
Define Physical Inventory & Snapshot
Generate Tags
Enter Counts
Approve Counts
Run Adjustment Program


• Item
– ABC analysis
– Cycle counting
• Planning
ABC Analysis
Define ABC compilation Define ABC classes
Define ABC group
Assign Items to ABC classes
Update class assignments


• Item
– ABC analysis
– Cycle counting
• Planning
Cycle Count
Day 1 of Cycle Count
High-Value Item to Count Computer
Low-Value Item to Count Printer

Low-Value Item to Count Mouse

Low-Value Item to Count Printer

Cycle Count Steps
Define cycle count header.
Update cycle-count items.
Schedule items to count.
Generate count requests.
Enter cycle counts.
Approve cycle counts.


• Item
• Planning
– Reorder point 、 EOQ
– Min-max planning

• Item
• Planning
Reorder Point – Order time
Quantity
Reorder Quantity
Reorder Point
Safety Stock
Lead Time
Time
EOQ – Order Qty

Reorder Point Steps
Enter item-planning attributes.
Forecast item demand.
Define safety stocks.
Run reorder-point report.


• Item
• Planning
Min-max Planning
Enter item-planning attributes.
Define subinventory-level info. (optional)
Run min-max report.

Practice (7)
• Min-max planning
– Use min-max planning for your raw material
items INV##-03 , INV##-04
• Responsibility

Oracle Inventory

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世新大學 ERP 實驗室

Inventory Components - Item

Inventory Components - Item

Inventory Components - Item

Inventory Components - Item

Inventory Components - Item

Inventory Components - Item

Oracle Inventory Flow Process

Oracle ERP Overview

Oracle ERP Overview

Inventory Flow Process

Inventory Controls ABC Analysis

Cycle Physical Inventory

Oracle Inventory Flow Process

• Inventory Enterprise Structure

Oracle Inventory Flow Process

• Inventory Enterprise Structure

Inventory Enterprise Structure

Subinventory Subinventory Subinventory Subinventory

Locator Locator Locator Locator Locator

Inventory Organization Hierarchy

• Each oracle inventory organization must

Oracle Inventory Flow

• Inventory Enterprise Structure

Oracle Inventory Flow

• Inventory Enterprise Structure

Oracle Inventory Flow

• Inventory Enterprise Structure

Oracle Inventory Flow

• Inventory Enterprise Structure

• By giving an item status you can control key

BOM Allowed = Yes Invoice Enabled =

Customer Orders Active

Item Status Control

• Control Level of status attributes

Oracle Inventory Flow

• Inventory Enterprise Structure

Define Define Define Create Define

Enter attribute values

Enable in child organizations

Update organization level attributes

Define Item costs

• Define your own items

Oracle Inventory Flow

• Inventory Enterprise Structure

Oracle Inventory Flow

• Inventory Enterprise Structure

Oracle Inventory Flow

• Inventory Enterprise Structure

• Track items by rack and bin locators.

Item with locator control i

Item without locator contro

Oracle Inventory Flow

• Inventory Enterprise Structure

• Track items by revision information.

Oracle Inventory Flow

• Inventory Enterprise Structure

• Track specific batches of items.

Oracle Inventory Flow

• Inventory Enterprise Structure

Serial Number Control

• Track individual units of items that you store

Oracle Inventory Flow

• Inventory Enterprise Structure