List for Fund

8/8/2019 List for Fund

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y The structure of an inventory organization in Oracle Inventory.

y The planning and replenishment methods available in Oracle Inventory including min-max planning, reorder-point planning, replenishment counting, and Kanban

replenishment.y The role of an item-master organization.y Define items in Oracle Inventory.

y The concept of move orders in Inventory.y To implement locator, revision, serial, and lot control for items

y Perform inventory transactions such as sub inventory transfer and inter-organizationtransfer

y Set up shipping networks between inventory organizations and the significance of directshipment and in transit shipment

y To create units of measurey To create reservations

y To view on-hand quantitiesy To define material statuses

y To define and maintain a cycle county Create an ABC ranking of items to be used in cycle counting

y Understand the overall inventory process in Oracle Inventory

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Course Topics:

Overview of Oracle Inventory

y Receiving Inventory

y Transferring Inventoryy On-hand and Availability

y Issuing Inventoryy Inventory Accuracy

y Discussing Inventory Application Integration

Inventory Structure

y Overview of Inventory Structure

y Setting up the Inventory Organization Structurey Defining Organization Parametersy Defining Shipping Networks

y Defining Subinventories and Locators

Units of Measure

y Defining Units of Measure



Defining and Maintaining Items

y Defining Items Processy Using Item Templates

y Assigning Items to Organizationsy

Categories, Category Sets, and Catalogsy Deleting Items

Lot and Serial Control

y Setting up Lot Control

y Maintaining Serial Informationy Maintaining Lot and Serial Genealogy

Transaction Setup

y Defining Transaction Types

y Defining Picking Rulesy Defining Account Aliases

y Opening and Closing Accounting Periodsy Setting up Move Orders

y Material Shortage Alerts and Notifications

Issuing and Transferring Material

y Managing Receipts

y Performing Transactionsy

Performing Move Ordersy Performing Mobile Transactionsy Managing Shipments

On-hand and Availability

y Using the Material Workbenchy Creating Available to Promise Rules

y Managing Reservations

Material Status Control

y Material Status Setup

Inventory Replenishment

y Defining Replenishment

y Inventory Forecasting Methodsy Replenishment Counting



y Kanban

Inventory Accuracy

y Defining Countingy

ABC Analysisy Cycle Countingy Physical Inventory

Course Objectives:

y Shipping flows within the order-to-cash lifecycle.y Set up and use shipping entities to perform shipping-related activities.

y Set up multiple organization access control for Oracle Order Management.y Define sub-inventories, units of measure, and items.

y Create available-to-promise rules.y Define customers, invoice information, and credit checking.y Set up profile options and system parameters.y Set up processing constraints, defaulting rules, and transaction types

y Use scheduling and workflow.y Create and use price lists, modifiers, qualifiers, and price books

y Define holds.y Purge orders.

y Manage exceptions.y Execute the order-to-cash lifecycle with different order types.

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Course Topics:

Overview of Oracle Order Management

y Overview of Oracle Order Managementy What is Oracle Order Management?

y Order Capture and Order Fulfillmenty Oracle Order Management Capabilities

y Order to Cash Lifecycley Integration with Other Products

Order Entities and Order Flows

y Order to Cash Lifecycle with Standard Items

y Order to Cash Lifecycle with PTO Models and PTO Kitsy Drop Shipments

y Drop Shipments Across Ledgersy Back-to-Back Orders



y Sales Agreementsy Negotiation Agreement

y Approve Sales Agreement

Multiple Organization Access Control Setup

y Organization Structure in Oracle Applicationsy Multi-Org Access Control (MOAC)

y Using MOAC in Oracle Order Managementy Setting U p MOAC

Oracle Inventory Setup for Oracle Order Management

y Receipt to Issue Lifecycley Inventory Organizations

y Setting U p Locationsy

Inter-organization Shipping Networksy Unit of Measure Conversionsy Order Management Item Attributes

y Item Relationships

Oracle Receivables Setup for Oracle Order Management

y Overview of Trading Community Architecture

y Key Customer Related Concepts in TCAy Adding Customers in Order Management

y Defining Payment Termsy

Defining Territories in Receivablesy Defining Invoice Sources (Batch Source) ± Automatic Transaction Numbering

Oracle Order Management Setup Steps

y Overview of Quick Code or Lookup Typesy Overview of Transaction Types Window

y Workflow in Transaction Typesy Setting up Processing Constraints

y Defining Defaulting Rulesy Setting up Versioning and Audit History

y Auto-Schedule Profile Option

y Defining Credit Usage Rule Sets

Holds, Order Purge, and Exception Management Setup

y Seeded Holdsy Generic Holds

y Order and Quote Purge



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Course Topics:

Procure To Pay Lifecycle Overview

y Procure to Pay Lifecycley Oracle Procure to Pay Process

Procure to Pay Purchasing Overview

y Overview of Purchasing Processy Integration with other Oracle Applications

Locations, Organizations, Units of Measure and Items

y Enterprise Structurey Defining Locations

y Inventory Organizationsy Establishing Inventory Parameters

y Units of Measurey ItemCategories

y Item Attributes Defining and Maintaining Items

Suppliers

y Overview of Suppliersy Supplier Informationy Supplier Site Informationy Managing Suppliers

y Reportsy Financial Options

y Profile Options

RFQs and Quotations

y Request for Quotation Lifecycle

y Creating and Maintaining Requests for Quotationy

Creating a Supplier Listy Quotations Lifecycley Creating and Maintaining Quotations

y Reportsy Profile Options

Approved Supplier Lists and Sourcing Rules



y Approved Supplier Listsy Supplier Statuses

y Supplier-Commodity/Item Attributesy Sourcing Rules

y Profile Options

Requisitions

y Requisition Lifecycley Notifications

y Requisition Structurey Creating and Maintaining Requisitions

y Supplier Item Catalogy Requisition Templates


Purchase Orders

y Purchase Order Typesy Purchase Order Components and Record Structure

y Standard Purchase Order Elementsy Contract Purchase Agreements

y Purchase Order Revisionsy Workflow Notifications

y Reports

AutomaticD

ocument Creation

y Creating Purchase Documents from Requisitions

y Automatic Release Generationy WorkflowDocument Creation

y Profile Options

Receiving

y Receiving Locationsy Receipt Routing

y Receipt Processing Methods

y Receiving Tolerances

y Entering Returns and Correctionsy Overview of Pay on Receipt


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