4i Inventory Org Setups
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AIM
BR.100 S ET UP
4i Apps Solutions
Oracle E-Business Suite-InventoryAuthor: Dinesh KV
Creation Date: 10-May-2011
Last Updated: 10-May-2011
Document Ref: 4i_BR_100_INV_1.0
Version: 1.0
Approvals:
<Approver 1>
<Approver 2>
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Document Control
Change Record8
Date Author Version
Change Reference
10-May-11 Dinesh KV 1.0 No Previous Document
Reviewers
Name Position
Distribution
CopyNo.
Name Location
Note: Library Master Project LibraryNote: Project Manager Note:Note:
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the
equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, fordocument control purposes.
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Setup has been done on this instance
http://test05.4iapps.com:8007
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Step 1 Defining Profile Options (Required)
Responsibility: System Administrator → Profile → System
GL Ledger Name
MO: Security Profile
HR:Business Group
HR:Security Profile
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MO: Operating Unit
Sequential Numbering
Step 2: Define Your System Items Flexfield (Required)
Responsibility: Application Developer → Flexfield → Key → Register
Responsibility: Application Developer Flexfield → Key → Segments
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Select -> Segments
Select -> Value Set
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Add Value Set
Compile the Flexfield
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Step 3: Define Your Item Categories Flexfield (Required)
Responsibility: Application Developer → Flexfield → Key → Segments
Select -> Segments
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Step 4: Define Your Item Catalog Group Flexfield (Required)
If you make entries for your items in a standard industry catalog or want to group your items accordingto certain descriptive elements, you need to configure your Item Catalog Group Flexfield. You mustindicate how many separate segments your flexfield has, how many characters each segment has, andwhether you want to validate the values that you assign to the segments. Once you define the structureof your flexfield and any applicable value sets, you must freeze and compile your flexfield definition.Compiling the flexfield definition enables the Item Catalog Group Flexfield pop-up window.
Responsibility: Application Developer → Flexfield → Key → Segments
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Select -> Segments
Compile the Flexfield
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Step 4: Define Your Stock Locators Flexfield (Required)
Responsibility : Application Developer → Flexfield → Key → Segment
Select -> Segments
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Value Sets for Row, Rack & Bin Respectively
ROW
RACK
BIN
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Step 6: Define Your Account Aliases Flexfield (Required)
Responsibility: Application Developer → Flexfield → Key → Segments
Select -> Segments
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Step 7: Define Your Sales Orders Flexfield (Required)
Responsibility: Application Developer → Flexfield → Key → Segment
Select -> Segments
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Step 8: Define Your Locations (Optional)
Oracle Inventory → Setup → Organizations → Locations
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Step 9: Define Your Organization Calendar (Required)
Oracle Inventory → Setup → Organization → Calendar
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Tools -> Build Calendar
Step 10: Define Your Organizations (Required)
Oracle Inventory → Setup → Organizations → Organizations
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Step 11: Define Your Organization Parameters (Required)
Oracle Inventory → Setup → Organizations → Parameters
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Costing Parameters
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Revision, Lot, Serial & LPN Parameters
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ATP, Pick, Item Sourcing
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Inter-Org Information
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Other Accounts
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Step 12: Define Your Receiving Options (Optional)
Step 13: Define Your Unit of Measure Classes (Required)
Inventory → Setup → Units of Measure → Classes
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Step 14: Define Your Units of Measure (Required)
You need to define units of measure for tracking, moving, storing, and counting items. Each item thatyou define in Oracle Inventory must have a primary unit of measure and each transaction you performin Oracle Inventory must have a unit of measure associated with the transaction quantity.
Inventory → Setup → Units of Measure → Unit of Measure
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Step 15: Define Your Sub inventories (Required)
Oracle Inventory → Setup → Organizations → Sub inventories
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Step 16: Define Your Item Attribute Controls (Required)
Inventory → Setup → Items → Attributes Controls
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Step 17: Define Your Categories (Required)
Inventory → Setup → Items → Categories → Categories Codes
Categories value set to be updated first
Step 18: Define Your Category Set (Required)
Inventory & PO Categories set to be defined compulsory, else while creating item and
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Assignments it will err out.
Oracle Inventory → Setup → Items → Categories → Categories Sets
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Step 19: Define Your Default Category Sets (Required)
Oracle Inventory → Setup → Items → Categories → Default Categories Sets
Step 20: Define Your Item Statuses (Required)
Oracle Inventory → Setup → Items → Status Codes
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Step 21: Define Your Cost Types (Required)
Oracle Inventory → Setup → Cost → Cost Types
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Inventory → Setup → Cost → Sub Elements → Material
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Step 22: Open Your Accounting Periods (Required)
Oracle Inventory → Accounting Close Cycle → Inventory Accounting Period
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Step 23: Set Profile Options (Required)