Inventory CCHH - Cook County,...

Inventory CCHHCreated on 5/14/2018 2:51:00 PM

Training Guide

Table of ContentsInventory CCHH...............................................................................................................1

Inventory Processor................................................................................................................1Item Search..........................................................................................................................................2View On-hand Quantity........................................................................................................................5Putaway Items......................................................................................................................................9Create Move Order Issue (non-PAR).................................................................................................16Transact Move Order (non-PAR).......................................................................................................23Complete Cycle Counts.....................................................................................................................27Complete Physical Inventory Counts.................................................................................................32

Inventory Receivers..............................................................................................................34Receive Items Via PO........................................................................................................................35Returning Received Items..................................................................................................................40Item Search - INV Receiver...............................................................................................................43

PAR Processor......................................................................................................................45View On-hand Quantity......................................................................................................................46Complete Replenishment Count........................................................................................................50PAR (Replenishment) Count..............................................................................................................55

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Training Guide

Inventory CCHH

Inventory Processor

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Training Guide

Item SearchLearning Objective: In this topic, you will learn how to search for an inventory item. The Item Search page enables users to search for an inventory item and view its description, assigned organization, unit of measure (UOM), and on-hand quantity. Upon completion of this topic you will be able to:

Navigate to the Item Search page. Search and find an inventory item. View the item's description, organization, UOM and quantity.

Procedure

This topic will cover:

- Searching for an inventory item

Estimated time to complete this topic is: 2 minutes

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Step Action1. After logging on with your username and password, the Oracle application’s

Home page is displayed.

In order to query for an inventory item, click CCH XXX INV Processor responsibility link.

Note: The responsibility link may vary depending on your organization.

In this example, click the CCH 897 INV Processor link.

2. Click the Items link.

3. Click the Item Search link.

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Step Action4. The Find Items for your organization window is displayed.

Click in the Item Mask field.

5. Enter the desired item number into the Item Mask field. In this example, enter "13236".

6. Click the Show Quantity option checkbox.

7. Click the Find button.

8. The item Search window is displayed, showing the item's:

- Number- Description- Organization- Unit of Measure (UOM)- On-hand quantity

9. This topic covered:


End of Procedure.

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View On-hand QuantityLearning Objective: In this topic, you will learn how to view an item's on-hand quantity. the Availability page enables users to view the item's total quantity on-hand, available to reserve and available to transact. Upon completion of this topic you will be able to:

Navigate to the organization page and select an organization. Query for an item. View the item's availability quantities.

Procedure


- Viewing an item's on-hand quantity


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In order to view on-hand quantity, click CCH XXX INV Processor responsibility link.



2. Click the On-hand, Availability link.

3. Click the On-hand Quantity link.

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Step Action4. The Query Material window for the selected organization is displayed.

Use this window to search for the item whose supply/demand history you wish to review.

Click in the Item / Revision field.

5. Enter the appropriate item number into the Item / Revision field.

In this example, enter "13236".

6. Note: The On-hand checkbox is selected by default.

Click the Find button.

7. The Material Workbench page is displayed.

The Material Workbench page enables you to view material in receiving, on-hand quantities, and intransit material.

You can also view material across your organization. In addition, you can create and save queries, create move orders, and request cycle counts, as well as change material statuses.

8. Click the Organization folder.

9. Click the 897 list item.

10. Click the On-hand list item.

11. Click the SORIVT subinventory list item.

12. Click the Availability button.

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Step Action13. The Availability window is displayed.

The window displays the item's:

- Organization- Subinventory- Subinventory locator- Total quantity- The quantity available to reserve- The quantity available to transact


- Viewing an item's on hand quantityEnd of Procedure.

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Putaway Items

Learning Objective: In this topic, you will learn how to move items from received to put away.

The Putaway is the process of moving received inventory from the dock to a storage bin.

Upon completion of this topic you will be able to:

Navigate the Receiving Transactions window. Complete the Putaway Items process.

Procedure


- Putting away received items


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In order to Putaway an item, click CCH XXX INV Receiver responsibility link.


In this example, click the CCH 897 INV Receiver link.

Step Action2. Click the Transactions link.

3. Click the Receiving link.

4. Click the Receiving Transactions link.

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Step Action5. The Find Receiving Transactions window is displayed.

Use this window to locate receiving transactions.

Click in the Purchase Order field to enter the PO number.

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Step Action6. Enter the PO number into the Purchase Order Field.

In this example, enter 77000012245.

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Step Action7. Click the Find button.

8. The Receiving Transactions window is displayed.

In this window, you can view the details of a specific receiving transaction by each item line.

9. Identify the items to be putaway by the item number in the Item column and click the line check box to select it.

Click the Line Check Box option for item 30784.

10. Select any additional items by clicking the line check box option.

In this example, click the Line Check Box option for item 52892.









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Step Action15. Scroll across to find the Subinventory column.

Click the horizontal Scrollbar.

16. The Subinventory and Locator fields will automatically populate.

If they do not auto populate then enter them manually from a list of values.

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Step Action17. Click the Save button.

18. A Confirmation message displays showing that the transaction is complete.


- Putting Away Items

End of Procedure.

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Create Move Order Issue (non-PAR) Learning Objective: In this topic, you will learn how to manually generate a Move Order Requisition to transact subinventory and account transfers within your organization. Once a requisition is approved, it becomes a Move Order. Move orders allow the movement of material for purposes like replenishment, material storage relocations, and quality handling. You can generate move orders either manually or automatically depending on the source type you use. Upon completion of this topic you will be able to:

Navigate to the Move Orders page. Setup a Move Order Issue source type. Assign items to the move order. Assign source and destination locators. Assign Required by Date and Move Order reason. Approve the Move Order Issue.

Procedure


- Creating a move order issue


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Step Action1. In order to create a move order issue, click CCH XXX INV

Processor responsibility link.



2. Click the Move Orders link.


4. The Move Orders window is displayed, with:

- Status defaulted to "Incomplete"- Move Order Type defaulted to "Requisition"

Note: the status will remain "Incomplete" until it is approved.In this window, you can create or search for a move order.

In this example we will create a new move order.

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Step Action5. Press the Tab key to move from the Number field to the description field.

6. The Move Order Number will automatically populate.

Enter a description into the Description field. In this example, enter "Training Demo".

7. Click in the Transaction Type field.

8. Click the Transaction Type List of Values (LOV) button.

9. The Transaction Types window is displayed, with the following options:

- Move Order Issue: Issues items to a designated location.- Move Order Transfer: Transfer items from one subinventory to another within the same inventory organization.

10. The defaulted transaction type is Move Order Issue.

Click the OK button to accept the default.

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Step Action11. Click in the Item field to enter the item number for which you want to perform a

move order.

12. For this example, enter item number "20835".

13. Press the Tab key.

14. The Transaction Type will automatically populate to "Move Order Issue" and the current date will automatically populate in Date Required. This is the date the items are required to be in the destination subinventory.

15. Click in the Primary Quantity field.

16. Enter the quantity to move in the Primary Quantity field. In this example, enter "200".

17. Click the Destination tab.

18. Click in the Location field.

19. Enter the destination of the item into the Location field.

In this example, enter "4891" to initiate a destination location search.

20. Press the Tab key to initiate a destination location search.

21. The Ship to Location window is displayed.

Select the 4891 Provident Hospital RECOV location code list item.

22. Click the OK button.

23. You are automatically navigated to the Control tab where you can optionally enter a reason for the move in the Reason field and a Reference for the move.

24. Click in the Reference field.

25. Enter the desired reference information into the Reference field.

In this example, enter "Training".

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Step Action26. Click the Destination tab.

27. Click in the Account field.

28. The Account field will automatically populate with the accounting code associated with the destination location.

29. Click the Item tab to enter another item on the move order.

30. Click in the Item field.

31. Enter the item number into the Item field.


32. Pres the Tab key.

33. Click in the Primary Quantity field.

34. Enter the desired quantity into the Primary Quantity field.




37. Enter the desired location into the Location field.

In this example, enter "4891" to initiate a location search.

38. Pres the Tab key.

39. The Ship to Location window is displayed.

Select the 4891 Provident Hospital RECOV location code list item.

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Step Action40. Click the OK button.

41. You are automatically navigated to the Control tab where you can optionally enter a reason for the move in the Reason field and a Reference for the move.

Click in the Reference field.

42. Enter the desired information into the Reference field.




45. Click the Item tab to add an additional item on the move order.

46. Click in the Item field.

47. Enter the desired item number into the Item field.


48. Press the Tab key.49. Click in the Primary Quantity field.

50. Enter the desired quantity into the Primary Quantity field.




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Step Action53. Enter the desired location information into the Location field.

Enter "4891".

54. Press the Tab key to initiate a location search.

55. Select the 4891 Provident Hospital SRUGA list item.


57. Click in the Reference field.

58. Enter the desired information into the Reference field.




61. Click the Approve button to issue the move order.


- Creating a move order issueEnd of Procedure.

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Training Guide

Transact Move Order (non-PAR)

Learning Objective: In this topic, you will learn how to allocate items on an approved move order and transact it for movement.

After a move order has been approved, you must allocate the move order lines and then transact the move order. Each move order line is a single request. Allocating is the process of sourcing to fulfill a request line. Transacting is the process of transferring from the sourcing subinventory to the destination subinventory. You can either transact all the move order lines at once or transact one detail line at a time. Once transacted, the items can be picked and moved.

Upon completion of this topic you will be able to:

Navigate to the Transact Move Order window. Allocate all move order line items or allocate one-line item at a time. Transact the move order.

Procedure


- Transacting a move order (non-PAR)


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Step Action1. In order to transact a move order, click CCH XXX INV Processor responsibility

link.




3. Click the Transact Move Orders link.

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Step Action4. The Find Move Order Lines window is displayed.

Click in the Numbers field.

5. Enter the move order number to transact into the Number field.



7. The Transact Move Orders window is displayed.

Click the Select option checkbox of the item(s) to transact.

In this example, click the checkbox of item number 20835.

8. Click the View/Update Allocations button to manually

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Step Action9. Click the Select Available Inventory button to default the source subinventory

with the available quantity.

10. Enter the desired information into the Selected Transaction Qty field. Enter "125".

11. Click the Done button.

12. Click the Transact button.

13. Click the Select option.

14. Click the Select option.

15. Click the Transact button.



- Transacting a move order (non-PAR)End of Procedure.

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Complete Cycle CountsLearning Objective: In this topic, you will learn how to complete cycle count entries. Cycle counting is the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. You can perform cycle counting instead of taking complete physical inventories, or you can use both techniques side-by-side to verify inventory quantities and values. The Cycle Count Entries page enables users to enter the results of the cycle count, such as count date, person performing the count and the reason for the count. It also displays the adjustment calculations from the entered counts. Upon completion of this topic you will be able to:

Navigate to the Cycle Count Entries page. Select an open cycle count. Enter count details, such as quantity and reason. Save the cycle count entry.

Procedure


- Completing cycle count entries


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In order to complete cycle counts, click CCH XXX INV Processor responsibility link.



2. Click the Counting link.

3. Click the Cycle Counting link.

4. Click the Cycle Count Entries link.

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Step Action5. The Cycle Count Entries window is displayed.

Note: The Complete Cycle Count assumes a request has been automatically generated by a system predefined schedule or by an ad-hoc manual request entered by the Inventory Manager.

Step Action6. Click the Cycle Count List of Values (LOV) button.

7. The Cycle Counts window is displayed.

Select the appropriate cycle count from the cycle count list.

In this example, select 1stMonCounts.


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Step Action9. Click the Find button.

10. Click the Yes button to include only open count request, excluding any recount requests or rejected counts.

11. Click the Count Reference tab to enter the count reason, count date and count person.

Note: Counted by defaults to the user logged on, but can be changed if someone else performed the count.

12. Click the Reason List of Values (LOV) button.

13. The Transaction Reasons window is displayed.

Select the Correct Count List item.


15. Click the Count tab.

16. Click the scrollbar to move to the right to reveal additional fields.

17. Click in the Quantity field.

18. Enter the item's quantity into the Quantity field.


19. Click the Adjustments tab.

20. Notice the entered Count Quantity and the System Quantity values. These are the numbers that will be used for tolerance calculations.

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Step Action21. Click the Count Reference tab.

22. Notice Counted by is defaulted to the current user and Count Date to the current date. Optionally, you can change the values to reflect the correct information.

23. Click the Count tab to review your entry.

24. Click the Save button to complete the cycle count.


- Completing cycle count entries

End of Procedure.

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Complete Physical Inventory CountsLearning Objective: In this topic, you will learn how to complete physical inventory counts. The Physical Inventory Tag Counts page enables users to enter the physical inventory quantities. Upon completion of this topic you will be able to:

Navigate to the Physical Inventory Tag Counts page. Enter item quantities.

Procedure


- Completing physical inventory counts


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In order to complete a physical inventory count, click CCH XXX INV Processor responsibility link.




3. Click the Physical Inventory link.

4. Click the Tag Counts link.

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Step Action5. The Physical Inventory Tag Counts window is displayed.

The Physical Inventory Tag Counts window enables users to enter the item count detail.

Click the Name List of Values (LOV) button.

6. The Physical Inventories page is displayed.

Select the appropriate count name. In this example, click the Demonstration Count List item.



9. Click the Yes button.


11. Enter the desired information into the Quantity field. In this example enter "82".


13. Enter the desired information into the Quantity field. Enter "100".

14. the remaining item quantities have been populated for the sake of time.

15. Click the Save button when all quantities have been entered.


- Completing physical inventory counts

End of Procedure.

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Inventory Receivers

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Receive Items Via POLearning Objective: In this topic, you will learn how to receive items against a Purchase Order. Oracle Inventory allows you to match goods you receive on the receiving dock against a Purchase Order (PO). You can receive all or a partial list of open lines on any purchase order by using the Receipts window. Upon completion of this topic you will be able to:

Navigate to the Receipts window. Select the Purchase Order. Enter line item quantity received.

Procedure


- Receiving items via a Purchase Order (PO)


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Step Action1. After logging on with your username and password, the Oracle Application's


In order to record items received by purchase order, click the CCH XXX INV Receiver responsibility link.

Note: The responsibility link may be different depending on your organization.

Click the CCH 897 INV Receiver link.

2. Click the Transactions link.


4. Click the Receipts link.

5. The Find Expected Receipts window is displayed.

Use this window to enter the PO to be received.

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Step Action6. Click in the Purchase Order field to enter the PO.

7. Enter the correct Purchase order number into the Purchase Order field.



Step Action9. To view the lines on the purchase order, click the X button to close out the

Receipt Header window or drag the window to the side so you can see your receipt number.

In this example, close the window.

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Step Action10. The Lines on the PO are displayed.

Select the lines to be received by clicking into its Quantity field.

11. Enter the quantity received.


12. If the quantity received is within the over-quantity or under-quantity received tolerance, you will be allowed to move forward in the receiving via PO process.

Click the OK button.

13. Enter the quantity received for the second line item into its Quantity field.



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Step Action15. Enter the quantity received for the third line item into its Quantity field.


16. After entering all line quantities, click the Save button.


- Receiving items via Purchase Order (PO)End of Procedure.

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Returning Received ItemsLearning Objective: In this topic, you will learn how to return a received item back to the supplier. The Receiving Returns window is used to return full or partial line item quantities to the item's supplier. Upon completion of this topic you will be able to:

Navigate to the Find Returns window and find the Purchase Order associated with the received item.

Navigate to the Receiving Returns window and initiate item returns.

Procedure


- Returning received items to the supplier.


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In order to return a received item, click CCH XXX INV Receiver responsibility link.


In this example, click the CCH 897 INV Receiver link.

2. Click the Transactions link.


4. Click the Returns link.

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Step Action5. The Find Returns window is displayed.

Click in the Purchase Order field to enter the correct PO.

6. Enter the Purchase Order (PO) number with the items you wish to return, into the Purchase Order field.



8. The Receiving Returns window is displayed.

Click in the Quantity field to enter the number of items to be returned.

9. Enter the quantity to return into the Quantity field.


10. Click in the Return To field.

11. Click the Return To List of Values (LOV) button.

12. The Return to field is automatically updated to Supplier, and the Supplier/Customer/Location field is populated with the returned item supplier's location.

13. Click the Save button.


- Returning received items to the supplier.End of Procedure.

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Item Search - INV ReceiverLearning Objective: In this topic, you will learn how to search for an inventory item. The Item Search page enables users to search for an inventory item and view its description, assigned organization, unit of measure (UOM), and on-hand quantity. Upon completion of this topic you will be able to:

Navigate to the Item Search page. Search and find an inventory item. View the item's description, organization, UOM and quantity.

Procedure




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In order to search for an item, click CCH XXX INV Receiver responsibility link.



2. After logging on with your username and password, the Oracle Applications Home Page is displayed.

In order to search for an item, click the CCH 897 INV Processor link.

3. Click the Item Search link.

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Step Action4. The Find Items page is displayed.

Click in the Item Mask field.

5. Enter the correct item number into the Item Mask field.


6. Click the Show Quantity option.


8. The item Search window is displayed, showing the item's:

- Number- Description- Organization- Unit of Measure (UOM)- On-hand quantity



End of Procedure.

PAR Processor

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Training Guide

View On-hand QuantityLearning Objective: In this topic, you will learn how to view an item's on-hand quantity. the Availability page enables users to view the item's total quantity on-hand, available to reserve and available to transact. Upon completion of this topic you will be able to:

Navigate to the organization page and select an organization. Query for an item. View the item's availability quantities.

Procedure


- Viewing an item's on-hand quantity


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In order to view on-hand quantity, click CCH XXX PAR Processor responsibility link.


In this example, click the CCH 897 INV PAR Processor link.

2. Click the On-hand, Availability link.

3. Click the On-hand Quantity link.

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Step Action4. The Query Material window is displayed.

Use the window to search for the item.

Click in the Item / Revision field to enter the item number.

5. Enter the correct item number into the Item / Revision field.


6. Note: The On-hand checkbox is selected by default.

Click the Find button

7. Press the left mouse button and drag the mouse to the desired location to expand your view.

8. Release the mouse button.

9. Double-click the Organizations tree item to view options.

10. Double-click the 897 tree item to populate the Sub header.

11. The Sub header field is now populated with a header name.

Double-click the On-hand tree item to populate the Locator header.

12. Double-click the SORIVT tree item to populate the Locator header with a location..

13. The Locator Header is populated with a location.

You can now see On Hand quantity and the location

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Step Action14. Click the Availability button.

15. The Availability page is displayed.

The page displays the item's:

- Organization- Subinventory- Subinventory locator- Total quantity- The quantity available to reserve- The quantity available to transact


- Viewing an item's on hand quantityEnd of Procedure.

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Complete Replenishment CountProcedure


- Completing a replenishment count.




In order to complete a replenishment count, click CCH XXX PAR Processor responsibility link.


In this example, click the CCH 897 INV PAR Processor link..


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Step Action3. Click the Replenishment Counts link.

4. Click the Counts link.

Step Action5. The Find Replenishment Count Headers window is displayed.

Use this window to search for the count header by entering it in the Name header.

In this example, click the Find button to bring out all the counts in the list.

6. The Replenishment Count Headers window is displayed.

Scroll down to find counts that are not completed or the one you want to perform.

Click the LWScrollbar scrollbar to view more options.

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Step Action7. Note: The Count DTA001_131 highlighted can only be completed using a

Hand-Held device

Click the LWScrollbar scrollbar.

8. To select a count, click in the Name field of the count you want.

In this example, click in the PAR_Demo2 Name field.

9. Click the Lines button to bring out the actual lines.

10. The Replenishment Count Lines window is displayed.

Press the left mouse button and drag the mouse to the desired location to expand the window.

11. Release the mouse button.

12. Click in the Quantity field to enter the count.

13. Enter the correct count into the Quantity field.


14. Click in the Locator field to select a different item.

15. Click in the Quantity field to enter counts.




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Step Action18. Click in the Quantity field.







23. Click the Save button.

24. Click the Close button.

25. Click the Process and Report button to finish the count.

26. The Decision window is displayed with a warning message.

In this example, click the Yes button to continue.


28. Click the View menu to view the report.

29. Click the Requests menu.

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Step Action30. The Find Requests window is displayed.

Click the Find button.

31. Click the View Output button.

32. The Report is produced showing the counts.


-Completing replenishment count.

End of Procedure.

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PAR (Replenishment) CountProcedure


- How to Perform a PAR (Replenishment) Count

Step Action1. To access the Oracle MSCA environment on the mobile scanner login with your

provided username and password.

Begin by entering your username into the User Name field.

2. Press [Enter].3. Type your password into the Password field.

4. Press [Enter].5. Highlight the CCH XXX MSCA PAR menu item to select it.

In this example, click on the CCH 897 MSCA PAR menu option.

6. Press [Enter] to continue.

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Step Action7. Click on Par count to select

8. Press [Enter] to continue.

9. Scan the location for the Sub Inventory Field.

10. Scan for the Name Field.

11. Select the location from the displayed list.

12. Click the Count button to perform the count.

13. Scan for the Locator Field on the label. Make sure you are scanning the locator not the item.

14. Scan the Item or select from LOV by pressing the flashlight.

15. Sometimes you may need to change the UOM if needed.Then enter the On Hand Qty.

16. Click the Save/Next button if you have more items to count.

17. Click the Process and Report (P) button and the report goes to your manager.

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Step Action18. The Enter Rept Count window is displayed.

Click the Cancel (C) button to finish.

19. A confirmation message is displayed.

Click the Ok button to complete the count.


- How to Perform a PAR (Replenishment) Count


End of Procedure.

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