Oracle Inventory Latest Birlasoft

7/27/2019 Oracle Inventory Latest Birlasoft

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Training OnTraining OnOracle InventoryOracle Inventory

Oracle Applications 11i


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Introduction to Oracle inventory management

Inventory Enterprise Structure

Inventory Setup

Creating and Maintaining Items

Inventory Controls

Inventory Transactions

Inventory Accuracy Control

Inventory Planning

Agenda


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n ro uc on o rac einventory management

What is Inventory?

Stocking ,tracking and maintaining the level of

different items like Raw material, Finished Goods, etc inan organization.


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Introduction to Oracleinventory management

Oracle Inventory enables users to satisfy a companysbusiness needs, area such as:

Defining part numbers

Modeling organization structuresTracking perpetual inventory

Maintaining accurate on-hand balances

Planning material replenishments

Forecasting anticipated demand


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Inventory Integration with other modules

OracleOraclePurchasingPurchasing

OracleOracleInventoryInventory

ExternalSystems

OracleOracleWIPWIP

Oracle CostOracle CostManagementManagement

OracleOracleEngineeringEngineering Oracle BillsOracle Bills

of Materialof Material

Oracle Order Oracle Order ManagementManagement Oracle Master Oracle Master

Scheduling/MRPScheduling/MRP

OracleOracleFlow ManufacturingFlow Manufacturing

OracleOracleShippingShipping

OracleOracleProjectProject

ManufacturingManufacturing


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Inventory Integration with finance modules

OracleOracleAssetsAssets

OracleOracleReceivablesReceivables

OracleOracle

PayablesPayables

OracleOracle

GeneralGeneralLedger Ledger

OracleOracleInventoryInventory

ExternalSystems


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Introduction to Oracle inventorymanagement

ItemItem

An item is a part or service that are purchased, sold,

planned, manufactured, stocked, distributed, or

prototyped .

Item Statuses and AttributesStatus attributes are item attributes that enable key

functionality for each item. An item status is defined byselecting the value check boxes for the status attributes.

Both status attributes and item status can be controlled at

the item level or organization levels.



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Unit of MeasureA unit of measure (UOM) is a term used along with a numericvalue, to specify the quantity of an item. For example, eachis a unit of measure that used to specify the number of units of

an item.A unit of measure class is a group of units of measure withsimilar characteristics. For example, weight can be a unit of measure class with units of measure such as kilogram, gram,pound, and ounce .A unit of measure conversion is a mathematical relationshipbetween two different units of measure.



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Base UOM

YesNo

No

UOM

lbskg

g

1 kg = 2.208 X lbs

1 g = 0.002208 X lbs

UOM Class = Weight UOM Conversion

UOM Interclass Conversion

Conversion

2Weightlbs

Item

Keyboard

DestinationBase UOM

DestinationUOM Class

SourceBase UOM

SourceUOM Class

QuantityEach

2 Each = 1 lb



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Organization Calendarworkday calendar must be defined in Inventory if thefollowing are to be performed :inventory forecasting ,reorder-point planning, available-to-

promise analysis or cycle counting.Inventory automatically generates a workday pattern (thebase calendar) that includes all days, including non-workdays, between the start and end dates specified.workday exceptions can be assigned to the base calendar todenote holidays, schedule maintenance, or overtime.



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Categories and Category Sets

Categories are logical groupings of items that havesimilar characteristics.

A category set is a distinct category grouping schemeand consists of categories.



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Finished GoodFinished Good

SubassemblySubassembly

HardwareHardware

SoftwareSoftware

PCPC

Other Other

Category Grouping

InventoryCategory Set

PurchasingCategory Set

Craig CategorySet



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Inventory Controls

With Oracle Inventory locator, revision, lot, and serial

number control can be implemented.Any combination of the four controls (locator, revision,lot, and serial number) can be implemented for eachitem. Inventory controls are optional for all items.

User can choose to implement inventory controls forspecific items.



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Inventory TransactionsTransaction

A transaction is an item movement into, within, or out of inventory. A transaction changes the quantity, location, or

cost of an item. Inventory supports a number of predefinedand user-defined transaction types.Every material movement has a corresponding set of accounting transactions that Oracle Inventory automaticallygenerates.All transactions validate the various controls (revision,locator, lot number, and serial number) enabled for items.



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Material FlowMaterial FlowBusiness FlowBusiness Flow

Receive GoodsReceive Goods

Ship GoodsShip Goods

Move GoodsMove Goods

MRPMRP Order EntryOrder Entry

PurchasingPurchasing

InventoryInventory

WIPWIP



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Inventory Setup


Inventory Controls


Inventory Accuracy ControlInventory Planning

Agenda



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Inventory Enterprise StructureThe Oracle Applications organization models define

organizations and the relationships among them inarbitrarily complex enterprises. This organization model

serves as the cornerstone for all of the Oracle Applicationsproducts. It dictates how transactions flow throughdifferent organizations and how those organizationsinteract with each other.



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LELELELE

Set of Books

IOIO

OUOU

OUOU

IOIOIOIO

OUOU

IOIOIOIO IOIO

BGOrganization Structure



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Multi-orgMulti-Org is a key component that provides secureaccess to the different organizations of theenterprise supports multiple organizations of theenterprise structure in a single database.Operating Unit is the primary organization unitthrough which user secures transaction data, butalso creates processes and reports on financialapplications data. An Operating Unit can be used tomodel an autonomous business unit that performsone or more business activities and createstransactions with financial impact.



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Business GroupThis is an Organization that represents

the consolidated enterprise, a major division, oran operation company and has no accountingimpact. The Business Group partitions HumanResources information and the PurchasingApproval Hierarchy. If you request a list of employees (in any module) you will see onlythose employees in the Business Group of which

your Operating Unit is a part. Multiple LegalEntities can relate to a single Business Group.

OU

Set of Books

Legal Entity

Business Group

InventoryOrganization



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Set of BooksSet of Books is the financial reportingentity that secures financial entries andaccount balances within the GL application.

SOB will be based on 3Cs (Currency,Calendar, Chart of Accounts)A Set of Books is the highest level thatimpacts accounting. A Set of Books is

associated with a single Business Group,but multiple Sets of Books may beassociated with a single Business Group

OU

Set of Books

Legal Entity

Business Group



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GRE/Legal Entity The Legal Entity represents a legalcompany for which the user prepares

fiscal or tax reports.Legal Entities are associated with a Setof Books. One or more Legal Entitiesmay be associated with a single Set of Books, and multiple Legal Entities maybe associated with a single BusinessGroup.

OU

Set of Books

Legal Entity

Business Group



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Operating Unit An operating unit represents an organization that uses

any Oracle subledger application, for example, OrderManagement, Payables. It may be a sales office, adivision, or a department. An operating unit is associatedwith a legal entity. Information is secured by operatingunit for these applications. Each user sees informationonly for their operating unit.

Inventory Organizations An inventory organization is a facility in your enterprise

where you store and transact your inventory items. Theitems in an inventory organization can be in the form of raw materials, semi-finished goods, or finished goods forvarying periods of time.

Inventory Organizations belong to an Operating Unit.

OU

Set of Books

Legal Entity

Business Group



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Inventory Organization Structure


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Inventory Organization Structure

Organization

Subinventories

Locators


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Inventory Enterprise StructureOrganizations An inventory organization is a facility in your enterprise where

you store and transact your inventory items. The items in an

inventory organization can be in the form of raw materials, semi-finished goods, or finished goods for varying periods of time. A physical entity such as a manufacturing facility, warehouse,

distribution center, or a branch office.

A logical entity such as an item master organization, which you canuse just to define items but no transactions. The item masterorganization is discussed in detail in the lesson titled Defining andMaintaining Items Fundamentals.

I E i S


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SubinventorySubinventories are unique physical or logical separations of

material inventory, such as raw material inventory, finished

goods inventory, or defective goods inventory. In OracleInventory, all material within an organization is held in asubinventory. Therefore, you must define at least onesubinventory.

LocatorYou use locators to identify physical areas where you store

inventory items. Item quantities can be tracked by locator.Items can also be restricted to specific locators

R i Q i


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Review Question

What are the 3 Cs in Set of Books?

Currency

CalendarChart of Account

A d


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Inventory Setup


Inventory Controls



Agenda


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Inventory Setup

Required Setup StepsStep

1

2

3

4

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7

Level *

Global

Global

Global

Global

GlobalGlobal

Organization

Activity

Define Item Flexfield

Define Item Categories Flexfield

Define Item Catalog Group Flexfield

Define Stock Locators Flexfield

Define Account Aliases FlexfieldDefine Sales Orders Flexfield

Define Organizations

* Defined Once Globally or for each organization


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Inventory Setup

Required Setup Steps


Step

8

9

10

11

12

13

14

Level *

Organization

Global

Global

Organization

Global

Either Level

Either Level

Activity

Organization access

Defining Intercompany Relations

Define Unit of Measure Classes

Define Subinventories

Define Item Attribute Controls

Define Categories

Define Category Sets


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Inventory Setup

Required Setup Steps


Step

15

16

17

18

19

Level *

Global

Global

Global

Global

Global

Activity

Define Default Category Sets

Define Statuses

Define Cost Types

Define Accounting Periods

Set Profile Options


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Inventory Setup

Flexfield Definitions

Flexfield Name Table Name Comment

1 Account Aliases MTL_GENERIC_DISPOSITIONS It supports just one structure2 Item Catalogs MTL_ITEM_CATALOG_GROUPS It supports only one structure3 Item Categories MTL_CATEGORIES This should be defined before defining

items. There Can be multiple structuresper instance

4 Sales Orders MTL_SALES_ORDERS Defined as Order Number, Order Type,and Order Source to make eachtransaction unique. Its defined beforeplacing demand /reservations

5 Stock Locators MTL_ITEM_LOCATIONS Used to capture more informationabout stock locators and items

6 System Items (ItemsFlexfield)

MTL_SYSTEM_ITEMS This should be configured beforedefining items. OE: Item Flexfieldprofile option should be set to specifythe Item Flexfield structure that will beused for Oracle applications.

* Refer System Administrator & AOL training for Flexfield set up

Inventory Setup


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Inventory Setup

Oracle Inventory users use the Personal Profile Valueswindow to set profile values only at the user level.

System administrators use the System Profile Values

window to set profile values at the site, application,responsibility, and user levels.

Required profiles have no default; they require inputfrom a user or an administrator. Optional profiles have

defaults which may be accepted or manuallyoverridden.

Profile Options

Inventory Setup


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Profile Option

INV: Allow Expense to Asset Transaction

INV: Default Item Status

INV: Default Primary Unit of Measure

INV: Dynamic Precision Option

INV: Inter-Organization Currency Conv

INV: Item Master Flexfield

INV: MinMax Reorder Approval

Default

Yes

Active

Each

-9,999,999.00

Corporate

No Default

Approved

Reqd

No

No

No

No

No

Yes

No

These profiles are updateable at all levels:

Inventory Setup

Inventory Setup


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Profile Option

INV: Proj Misc Trans Expenditure Type INV:

RC Line Failure

INV: Requisition Approval

INV: Save Search Items

INV: Updateable Customer Item

INV: Updateable Item Name

TP:INV: Cycle Count Approvals Form

Default

User Entered

Continue

Processing Approved

No

NoNo

ConcurrentProcessing

Reqd

No

No

No

No

No

No

No


Inventory Setup

Inventory Setup


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Profile Option

TP:INV: Cycle Count Entries Form

TP:INV: Enter Replenishment Count Form

TP:INV: Inter-Organization Transfer Form

TP:INV: Misc Issue and Receipt Form

TP:INV: Transaction Processing Mode

TP:INV: Transfer Between SubInv Form

TP:INV: Update Average Cost Form

Default

ConcurrentProcessingConcurrentProcessing

OnlineProcessing

OnlineProcessing

Immediate Con-

current ProcessingOnline

ProcessingOnline

Processing

Reqd

No

No

No

No

No

No

No


Inventory Setup

Inventory Setup


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Profile Option

TP:INV: Server Side Online Processing

INV: CCEOI Commit Point

INV: Override Negative Qty for Backflush

INV: Order Transact Form

INV: Purchasing by Revision

INV: Debug Trace

INV: Debug File (Include complete path)

DefaultConcurrentProcessing

No Default

No

OnlineProcessing

Yes

No Default

No Default

Reqd

No

Yes

No

No

No

Yes

Yes


Inventory Setup

Inventory Setup


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Inventory Setup

Profile Option

INV: FIFO for Original Receipt Date

INV: Debug Level

INV: Detail Serial Numbers

Default

No

No Default

No

Reqd

No

Yes

No


Inventory Setup


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Profile Option

INV: Accounting Category Set

INV: Capable to Promise

INV: External ATP

INV: Use Catalog Name in Item Desc.

INV: Minimum Number of Quantity Trees

INV: CCEOI Workers

INV: Detect Truncation on UOM Conversn

Default

No Default

No DefaultNo Default

No

500

No Default

No Default

Reqd

Yes

Yes

Yes

No

No

Yes

Yes

These profiles are updateable only at the Site level:

Inventory Setup


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Inventory Setup

Organization SetupBefore using Oracle Inventory, one or more organizationsneed to be defined. Organizations represent distinct entitiesin a company and can include separate manufacturingfacilities, warehouses, distribution centers, and branchoffices.Organizations can be classified and connected to model theoverall enterprise structure. The classifications include:- Business Groups- Legal Entities (LE) / Government Reporting Entities (GRE)- Operating Units- Inventory Organizations

I t S t


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Inventory Setup

Organization Setup(N)> Inventory>Setup>Organizations>Locations

physical locations of Employees

and Organizations. Locations are

shared between Inventory,

Purchasing and Human

Resources. Each organization

can be associated with only one

location. One or more

organizations can be associated

with the same location

Flagged as global,

locations are

available to allBusiness Groups


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Inventory Setup

Organization Setup(N)>setup>Organizations> Organizations

organization classification is used

to describe the general purpose of

organization. Examples areInventory Org, GRE / Legal Entity,

and HR Organization. Inventory

Organization classification is used

for inventory management.

Organization location field links a location to

an organization to a location. This is a must for

Legal Entity organizations

I S


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Inventory Setup

Organization Setup(N)>setup>Organizations> Organizations

Link Between Organization

& Legal entity/Set of Books

& Operating Unit.

Inventory Setup


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Inventory Setup

Using an Item Master Organization

Item Master Organization is usually the first Inventoryorganization that is set up. Its single purpose is for enteringitems. It has no subinventories and is not used for inventory

transactions. Items are entered in an item master organization and then assigned to be used in childorganizations.

Child Organization is an inventory organization with at least

one subinventory that is set up for processing inventorytransactions. It is not used to enter items. It gets a list of items from the master.

I t S t


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Inventory Setup


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Inventory Setup

Organization Setup(N)>setup>Organizations> Parameters

This must be the first organization to be

defined as this is a required field inparameters. Later it can be changed. There

can be any number of Item masters in an

instance but it is advised that there is only

one item master unless absolutely

necessary.

Item master can be common across

operating units, legal entity & SOB. It can

be optionally common across business

groups also. It is also advised that there are

no transactions carried in an item master

For forecasting, planning, available-

to-promise analysis, or cycle

counting, workday calendar must be

defined. This calendar is entered in

the parameters screen in order to beused by the above functions. When

defining a calendar system assumes

a workday pattern that includes all

days, between the start and end

dates unless specified.

I t S t


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Inventory Setup


Decides Whether the inventory

balance in the organization can

go below zero. If enabled ,does

allow the inventory to go below

zero.

Locator control option

determines at which level

the locator is controlled.

Options are None, Prespecified, Dynamic &

Controlled at subinventory

I t S t


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Inventory Setup


Costing organization determines

which is the costing organization for

the organization in question. However

for an average costing organization

the costing organization is the same

organization i.e. the costs cannot be

shared.

Determines the costing

method used in theorganization. Options are

Standard costing,

Average costing, FIFO &

LIFO

Valuation accounts for theorganization. Once any

transaction takes place in

an organization ,these

accounts cannot be

changed in an Average

costing scenario.

Indicate whether all transactions

are posted in detail or summary to

the general ledger.

I t S t


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Inventory Setup


Enforces unique lot numbers across

items, if set. The options are Across

items & None

option for lot number

generation. It can be generated

at item level, org level or User

defined

option for serial number uniqueness.

Options are Within organization , Within

inventory & items Across organizations

Can be generated at org

level or at item level

Inventory Setup


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Inventory Setup

Organization Access

This setup controls access to

organizations based on the userresponsibility assigned to a user by

the system administrator. If

implemented for one user

responsibility, it is then required forall other user responsibilities

accessing the same organization.

In entor Set p


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Inventory Setup

Organization Setup

Organization

Subinventory

Locator

Inventory Organizations are made up of one or more

subinventories which can be made up of one or more

locators

Inventory Setup


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Inventory Setup

Subinventory set up

A subinventory is a physical or logical grouping of

inventory, such as raw material, finished goods, defective

material, or a freezer compartment.The subinventory is the primary place where items are

physically stocked. A subinventory must be specified for

every inventory transaction

Subinventories can be further divided into areas

designated as locators.

Inventory Setup


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y p

Subinventory set up(N) INV> Setup>Organizations>Subinventories

Indicates whether

to include items in

this subinventory in

ATP calculations.

Indicates whether to maintainthe value of this subinventory

on the balance sheet

Indicates whether each

transaction for this

subinventory updates

the quantity on hand

for the subinventory

Indicates whether to

include this subinventory

while performing available

to reserve calculations.

Inventory Setup


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y p


Indicate whether the planning

process uses the onhand

balance of these

subinventory items as

available inventory

Can only be selected if

locator control is set as

Determined at subinventory

level in the OrganizationParameters window

indicates the priority with which items

are picked from this subinventory,

relative to another subinventory,

where a given item resides .

Inventory Setup


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y p


These valuation

accounts are used

in a standard

costing scenario.

For average costing

org, system picksup the accounts

from org level

Inventory Setup


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y p

Workday Calendar Workday calendar can be defined both in Inventory and

Bills of Material.

It defines which days are ON within an organization andwhich shifts are available to be worked. The workday

calendar is the Oracle term for a manufacturing calendar.

The workday calendar is separate from the Oracle General

Ledger calendar.

Each organization references a workday calendar.

Inventory Setup


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y p

(N) INV> Setup>Organizations>Calendar Workday Calendar

workday calendar consists of a start date, and

end date, and on and off days that follow one

or more defined workday patterns. A workday

calendar can also include shift information and

exception dates, such as holidays/scheduled

down time. Workday exceptions identify

deviations to the workday calendar. Shift

exceptions identify deviations for a shift.

Attention: Shift exceptions take precedence

over workday exceptions.Note: Before using a calendar it must

be built using tools>build option

Inventory Setup


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y p

Units of MeasureUnits of measure (UOM) are defined for tracking/moving/storing

& counting items. Each item defined in Inventory must have a

primary UOM. Each transaction performed in Inventory must have

a UOM associated with the transaction quantity and a conversiondefined back to the primary UOM.

Multiple related UOMs are grouped together in a class with a

base unit of measure Inventory uses the base UOM to perform

conversions between units of measure in each class and between

two different unit of measure classes.

Inventory Setup


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Define UOM classes

Define multiple non baseUOMs for each class

Define intraclassconversions

Define interclassconversions

Define one base UOMfor each UOM class

y p

Perform the following steps to define multiple UOMs and

set up conversions:

Units of Measure

Inventory Setup


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y p

Units of Measure Classes(N) Inventory>Setup>Units of Measure>Classes

Inventory Setup


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y p

Units of Measure (UOM)

A unit of measure (UOM) isa term used along with anumeric value, to specifythe quantity of an item. For example, each is a unit of

measure used to specifythe number of units of anitem.

(N) Inventory>Setup>Units of Measure>Units of Measure

Inventory Setup


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y p

Units of Measure Conversions

unit of measure conversionis a mathematical

relationship between two

different units of measure.

For example, 10 Kilograms= 1 Each, or 2.2 pounds = 1

kilogram.

If items aretransacted in UOMbelonging to classesother than their primary UOM class,conversions betweenthe base units of measure in differentUOM classes mustbe defined

(N) Inventory>Setup>Units of Measure>Conversions

Agenda


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Inventory Setup


Inventory Controls





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Setting up item Definition

DefineItems

Choose Item Attribute Control Levels

Define

Categoriesand

CategorySets

Create

Templates

DefineStatuses

3

Define

Catalogs

1

2

DefineStatus

ControlLevels

DefineUOMs



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Item AttributesItem attributes are fields in the item table used to store specificcharacteristics of an item, such as item status, unit of measure,revision control, etc.. These can be controlled at either themaster or the organization level.

Attributes Controlled at the Master Level

An item has the same value for such attributes in allorganizations in which it is defined.

Master-level attributes can be only updated by using theMaster Item window.

Inventory reflects your changes in all organizations that carrythe item.



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Item Attributes

Attributes Controlled at the Organization Level

An item may have different values for such attributes in each

organization in which it is defined.

When defining items in the item master, defaults for

organization-level attributes can be specified.

Values of organization-level attributes can be updated only

by using the Organization Item form in each organization that

carries the item.



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Item Attributes(N) Inventory>Setup>Items >Attribute Controls

Control level can be

determined using this

field



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Status Attributes Each status attribute

is dependent on at least oneother attribute. For exampleStockable attribute cannot be set to yes if Inventory Itemattribute is set to No.

Defaults Value : Value of this attribute defaults when assigning the status to an item. Canbe changed.

Not Used : Use neither default nor status control.

Sets Value : Value of this attribute defaults when assigning the status to an item. Onceassigned the default cannot be changed.



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Functional AreaFunctional Area FunctionalityFunctionality

Stockable

Purchasable

Transactable

Build in WIP

Inventory Allows to store the item inan asset subinventory

Inventory, Order

Management,Purchasing, WIP

Allows to transact the

item Inventory, OM, POand WIP

Purchasing Allows to place theitem on a purchaseorder

Work in Process Allows to build the itemon a discrete job and/or arepetitive schedule

Status Attribute

Status Attributes and Functionality



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Internal OrdersEnabled

BOM Allowed

Customer OrdersEnabled

Invoice Enabled

Functional AreaArea Functionality

Order Management

Inventory, Order Management,Purchasing

Bills of Material

Receivables Allows to create aninvoice for the item

Allows to create a billof material for the item

Allows to create aninternal sales order for the item

Allows to place theitem on a sales order

Status Attribute

Status Attributes and Functionality



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Item StatusWhen defining an item, status must be given by using the Item

Status attribute. The Item Status attribute has a user defined setof yes/no values for the status attributes. The values are applied

to the status attributes when an item status code is chosen whendefining an item.

For example, in the beginning of a product development cycle

Item Status attribute is set to Prototype with all of the statusattributes defaulted to yes except for Customer Orders Enabled. When the item is ready the Item Status attribute is set to Active toallow all functions for the item.



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Item Status(N) Inventory>Setup>Items>Status Codes



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Item AttributesStatus Control

An unlimited number of status codes can be defined by the

user.

One or more of these status codes can be assigned to an Item

for implementation on a future date. The status codes then

automatically change on their user specified effectivity dates.



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Item TemplatesTemplates are defined sets of attributes that can be used

over and over to create many similar items. Templates make

initial item definition easier and more consistent.

Templates can be applied at any time after the item is

created. Multiple templates can be applied to a single item.

Templates can hold a complete set of attributes or a partial

set. If a partial set, then only values stored in the template

overwrite those on the item



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Item TemplatesUsers can define their own templates or predefined templates

include:ATO Model ATO Item Kit

PTO Model Phantom Item Purchased

Subassembly Freight ATO Option Class

Finished Good Outside Processing Item PTO Option Class

Planning Item Reference Item Supply Item

Product Family



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Item Templates(N) Inventory>Setup>Items>Templates



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Item Categories A category is a logical classification of items that have similar characteristics.

A category set is a distinct grouping scheme and consists of multiple

categories.

Some application modules, Inventory , for example require that all items are

assigned to a category. The user specifies a default category for this

purpose in each of these modules. Categories and category sets are used togroup items for various reports and programs.


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Item Categories - Define Categories(N) Inventory>Setup>items>Categories>Category Codes



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Item Categories - Define Category sets(N) Inventory>Setup>items>Categories>Category sets

Category is assigned to category

set from here.

This option should only be

enabled for user defined

category sets. Functional

category sets cannot have

same item with multiple

categories within itself.



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Item Categories - Assign items to Categories(N) Inventory>Setup>items>Categories>Category sets>Assign



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Defining Items

With the Master Item window, items and the attributes

associated with them (such as description, unit of measure or

lot control) can be defined and updated.

Much of the information for an item is optional. Only the

information needed to maintain the item are defined.

An item cannot be defined at the Organizational level.Oracle will automatically switch to the Master Item window

when defining a new item.



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Defining Items An item is a part or service that is purchased, sold, planned,manufactured, stocked, distributed, or prototyped. Thefollowing Modules use items:

Items

Lead Time

Attributes

Inventory

Attributes

Invoicing

Attributes

MRP/MPS

Attributes

Costing

Attributes

Bills of Material

Attributes

Order Management

Attributes

Purchasing

Attributes

Planning

Attributes

Work in Process

Attributes

Receiving

Attributes

Service

Attributes



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Copy items

Enter attribute values

Enable in child organizations

Update organization level attributesDefine item costs

Copy templates

1

Steps to Setup, Define and Maintain items



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Master Item vs. Organizational Item

Whether an item attribute is defined/maintained at the Master level or the Organization level can be designated.

Attributes at the Master level are the same across allorganizations that the item is assigned to.

If an attribute is maintained at the Organization level, it can havedifferent values in each organization the item is assigned.

Some attributes can be maintained at only the Master level or theOrganizational Level. Unit of Measure should be maintained at theMaster level. Min-Max should be maintained at the organizationallevel if multiple organizations are used .



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Organization Assignment and Organization Item

Item can be enabled in all child organizations under master organization or child organizations where the item to be used ischosen. Inventory propagates item to all organizations in which

the item is to be defined.Organizational attributes for item attributes which are enabled in

that organization, can be entered or changed which are enabled inthat organization. For example, go to an organization to choosereorder point planning for an item, and then go to another organization and choose Min-Max planning for the same item.



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Defining Items

(N) Inventory>Items>Master Items



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Defining Items

Organization Assignment



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Defining Item RelationshipsThe following types of relationships can be defined for items:

Item cross-references

Substitute items

Related items

Manufacturer part numbers

Customer item numbers

Relationships between items can be defined to improvepurchasing management and item searching capabilities.Substitute items can be received in Oracle Purchasing.



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Defining Item Relationships(N) Inventory>Items>Item Relationships



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Crossreference typesCrossreference types define relationships between items

and entities such as old item numbers or supplier itemnumbers. For example, a crossreference type Old can becreated to track the old item numbers , and a cross-reference

type Supplier to track supplier part numbers.multiple cross-reference types can be assigned to a single

item.



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Crossreference types(N) Inventory>Items>Cross References



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Customer Items(N) Inventory>Items>Customer Items>Customer Items

Allows the entry of customer part

numbers and the

customer(s) they areassociated with.

These items canalso be associated

with commodity

codes and container types



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Customer Item Cross References(N) Inventory>Items>Customer Items>Customer Items

Used to definecross references

betweeninventory items

and the customer items defined

above.

Agenda


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Inventory Setup

Creating and Maintaining ItemsInventory Controls



Inventory Controls


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With Inventory locator, revision, lot and serialnumber control can be implemented

Flexibility:

- Inventory controls are optional for all items.

- any combination of the four controls(locator, revision, lot and serial number) for each item can be implemented.

Overview

Inventory Controls


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Locators are optional structures within subinventories.

Locators are the third level in the enterprise structuringscheme of Oracle Inventory .

Locators may represent rows, aisles, or bins in warehouses.

Items can be received directly into and shipped items directlyfrom locators .

Locator setup

Inventory Controls


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(N) INV> Setup>Organizations>SubinventoriesLocator setup

Indicates the priority for

picking items from this

locator relative to another

locator.Subinventory to

which the locator

belongs

Inventory Controls


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A revision is a particular version of an item, bill of material,or routing.

By using the Revision control option while defining items

item quantities can be tracked by item revision. To do so arevision is a must for each material transaction.

Revision control is enabled for items for which versionchanges or changes that are significant enough to track but

are not affecting the function and feature of the item aretracked .

Revision Control item attribute cannot be changed whenan item has quantity on hand.

Revision Control

Inventory Controls


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When defining Revision numbers letters, numbers andcharacters such as A, A1, 2B, etc can be used.

Letters are always in upper case and numbers may include

decimals.To ensure that revisions sort properly, decimals should

always be followed by a number.

Revisions are sorted according to ASCII rules.

Each revision must be greater than the previous revision.For example, revision 10 cannot be used after revision 9because, according to ASCII sorting, 10 precedes 9.

Revision Control

Inventory Controls


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Inventory provides complete lot number support for inventory transactions.

A lot identifies a specific batch of an item that is

received and stored in an organization.Lot control is a technique for enforcing the use of lot

numbers during material transactions, thus enabling thetracking of batches of items throughout their movement

in and out of inventory.If Lot Control is turned on for an item, the lot number

must be indicated to perform a transaction.

Lot Control

Inventory Controls


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Lot Control must be turned on at the item level.

lot numbers must be assigned whenever items under lot control are received into inventory.

An inventory receipt can be split in to several lots, asnecessary.

Quantities can be added to existing lot numbers.

Inventory will generate default lot numbers by using thedefault lot number generation method which is configuredin the Organization Parameters window during setup.

Lot Control

Inventory Controls


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Lot can have anexpiration date byassigning a number of lot control shelf life daysor by entering a lotexpiration date.

The expiration datecontrols the availabilityof the lot for transactingand planning purposes.

Lot Control

Inventory Controls


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An Expired Lot:

is not considered as on-hand supply when 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.

is included in a cycle count and count entry andadjustments are allowed.

is included in a physical inventory and tag entry andadjustments are allowed.

Lot Control

Inventory Controls


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Disabled Lots:

Disabling a lot only prevents itfrom appearing in a list of valueswhen performing receipttransactions.

Lot Control

Inventory Controls


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A Disabled Lot:

is included in available to transact, available to promise andavailable to reserve calculations.

is included as on-hand supply when performing min-max,reorder point or MRP planning calculations.

is included as on-hand in all inquiries and reports, includinginventory valuation reports.

can be transacted with Inventory functions and theTransaction Open Interface.

can be reserved.

Lot Control

Inventory Controls


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A serial number is an alphanumeric piece of informationassigned to an individual unit of an item. A serialized unit is acombination of an item number and a serial number.

Individual units of items can be tracked by using serialnumbers. Serial number control is a system technique for enforcing the use of serial numbers during a materialtransaction. Serial numbers can be used to track items over which a very tight control is to be maintained.

One serial number per unit of an item can be assigned

Serial Control

Inventory Controls


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Generating Serial Numbers

Depending on how Serial Number Control is set at the Master Item level will determine how serial numbers are generated.

If No Control is specified as the serial number control type, noserial number control will be enforced.

If Predefined is specified as the serial number control type,serial numbers for that item must be predefined.

If control At inventory receipt or At sales order issue , optionallyserial numbers for the item can be predefined.

Serial Control

Inventory Controls


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Generating Serial Numbers

Inventory uses the startingserial number prefix and thestarting serial number specified in the Item screen .

The process of generatingserial numbers is donethrough a concurrent report.This does not assign numbersto units in inventory, it simplyreserves serial numbers for anitem, for later use.

Serial Control

Agenda


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Inventory Setup




ventory Transactions


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Understanding of Transaction Types

Overview of Inventory Transactions

Miscellaneous Transactions

Subinventory Transfer

Inter Organization Transfer

Receipts

Move Orders

Overview



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A transaction type is the combination of a transactionsource type and a transaction action. It is used toclassify a particular transaction for reporting andquerying purposes.

TransactionSource Type

TransactionType

TransactionAction



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System Defined Transaction Types

System defined transactiontype codes for different

inventory transactions. Eachtransaction type is linked to

source type and action



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Use user defined terminology todefine transaction type. Thetransaction type can be only

linked to pre seeded values of source type and action

User Defined Transaction Types



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Types of Inventory TransactionsMiscellaneous Transactions- This transaction is used to do

adjustments in stock due to damage, obsolescence, issuingitems for R & D or issuing track able expense items.

Subinventory Transfer- This transaction is used to transfer goods from one stockroom to another with in the same inventoryorganization.

Inter ORG Transfers- This transaction is used to transfer goods from one inventory organization to another.



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Types of Inventory TransactionsReceiving Transactions- This transaction is used to move

goods from receiving dock to specified subinventory andlocator.

Sales Issue- This transaction is used to move goods frompick subinventory to staged subinventory.

WIP Issue- This transaction is used to issue materialsagainst production orders.



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MiscellaneousMiscellaneous

ReceiptReceipt

MiscellaneousMiscellaneous

IssueIssue

OrganizationOrganization

SubinventorySubinventoryTransfer Transfer

Subinventory

Locator

Locator

SubinventoryTransfer

Subinventory

Locator

Locator

Organization

DirectDirectInterorganizationInterorganizationTransfer Transfer

InterorganizationInterorganizationTransfer by WayTransfer by Way

of Intransitof Intransit



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Select thetransaction type

Account for passing

adjustmenttransactions

If you want to enter transaction line byserial number for

serialized itemcheck this box

Miscellaneous Transactions



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Initial loading of item on-hand quantities when youstart implementing Oracle Inventory

Scrapping items by issuing them to expenseaccounts denoting scrap

Issuing items to individuals, departments, or projectsReceiving items that were acquired by assorted

means (without purchase orders)Entering adjustments and corrections to system

quantities due to theft, vandalism, loss, shelf-lifeexpiration, or inaccurate record keeping



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Enter thequantity to

be adjusted

Lot or serial number can be entered if itemis a serial controlled or

Lot Controlled

Miscellaneous Transactions - Transaction Lines



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Use the Subinventory transfer window to:Transfer material within your current organizationbetween subinventories, or between two locators

within the same subinventory

Subinventory transfer



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The type can be Subinventorytransfer to transfer from one

subinventory to another or anyof the user defined transaction

type for source inventory &action subinventory transfer

Subinventory Transfer


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We can perform interorganization transfers as direct or in transit shipments.Goods that havedepartedfromthe dispatch , loading , or shipping point but havenot yet arrivedat the receipt , offloading ,or deliverypoint .Alsocalled

intransit inventory or stock intransit .We can transfer one or more items in a single

transaction. We can also transfer partial quantities of thesame item to different subinventories and locators in asingle transaction.

We can also transfer expense and asset items from oneorganization to another using in transit inventory

Inter Org Transfer

http://www.businessdictionary.com/definition/goods.htmlhttp://www.businessdictionary.com/definition/dispatch.htmlhttp://www.investorwords.com/2857/loading.htmlhttp://www.businessdictionary.com/definition/shipping.htmlhttp://www.businessdictionary.com/definition/receipt.htmlhttp://www.businessdictionary.com/definition/receipt.htmlhttp://www.businessdictionary.com/definition/offloading.htmlhttp://www.businessdictionary.com/definition/offloading.htmlhttp://www.businessdictionary.com/definition/delivery-point.htmlhttp://www.businessdictionary.com/definition/delivery-point.htmlhttp://www.businessdictionary.com/definition/in-transit.htmlhttp://www.businessdictionary.com/definition/inventory.htmlhttp://www.businessdictionary.com/definition/partly-paid-shares-stock.htmlhttp://www.businessdictionary.com/definition/partly-paid-shares-stock.htmlhttp://www.businessdictionary.com/definition/inventory.htmlhttp://www.businessdictionary.com/definition/in-transit.htmlhttp://www.businessdictionary.com/definition/delivery-point.htmlhttp://www.businessdictionary.com/definition/offloading.htmlhttp://www.businessdictionary.com/definition/receipt.htmlhttp://www.businessdictionary.com/definition/shipping.htmlhttp://www.investorwords.com/2857/loading.htmlhttp://www.businessdictionary.com/definition/dispatch.htmlhttp://www.businessdictionary.com/definition/goods.html


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Pune

Organization

Mumbai

Organization

Delhi

Organization

Pune

Organization

Use IntransitUse IntransitInventoryInventory(FOB = Receiving)(FOB = Receiving)

AustinOrganization

RequireRequireInternal Order Internal Order

to Shipto Ship

Use IntransitUse IntransitInventoryInventory(FOB = Shipping)(FOB = Shipping)

DirectDirectTransfer Transfer

You need to define shipping network before doing inter organization transfer

Inter Org Transfer



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Direct Interorganization TransfersWe can use a direct interorganization transfer

to move inventory directly from a shippingorganization to a destination organization.

The validity of a transfer transaction depends onthe controls we have defined in both the shippingand destination organizations for the items wewant to transfer.

Inter Org Transfer



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InterOrganization Transfers via Intransit Inventory We usually transfer material to intransit inventorywhen transportation time is significant. When weperform the transfer transaction, we do not need

to specify the delivery location. We only need toenter the subinventory we are shipping from, ashipment number, the freight information, and,depending on the interorganization transfer

charge that applies between the organizations, apercentage of the transaction value or a discreteamount that Oracle Inventory uses to computetransfer charges.

Inter Org Transfer



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Inter Org Transfer Shipping Network

Select Transfer type as Intransit or

Direct

Enter FOB as receipt or shipment to identify whoowns the inventory after

shipment has been made

Check this box if internal order isrequired



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There are three options for transfer charge.

Predefined % of transaction value. The %is maintained here. The other two options

are requested % or requested value. Inthis case value is mentioned at the time

of entering Inter ORG transaction




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Enter the accounts for transfer credit and PPV if

destination organization usesstandard cost

On these form maintainInter ORG receivableand payable account




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Enter Source &Destination

OrganizationSelect type as

Intransit or Directshipment

Enter the order number

Inter Org Transfer - In transit



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Subinventory inthe shippingorganization

Subinventory inthe receivingorganization



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As transaction type in Inter ORG order was in transitshipment, the inventory is

shown in transit after shipping

Note: Receiving for Inter ORG orders will be covered as a part of receiving transactions



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Type of Receipt TransactionsReceive both internally and externally sourced shipmentsProcess unordered receiptsReceive substitute itemsInspect items for quality control and invoice matching

needsCorrect transaction errorsReceive returned items into invento

Return delivered items to receiving

Note: As part of inventory training only standard receivingtransaction will be covered with receipt routing as DirectDelivery

Receipts



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Use the FindExpected Receiptswindow to:Find sourcedocuments for whichyou can enter receipts.Use the Supplier andInternal tabbed regionto search for

Purchasingdocuments.

Receipts



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Use the Receipt Header window to enter header informationfor all types of receipts.

Enter packing slipnumber

Enter other information like shipped date, number of containers etc.

Receipts



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Use the Receipts window to enter receipt line information.

Enter the receiptquantity

Defaultsubinventory

from PO. It canbe overridden

As routing isdirect receipt,

the inventory isdelivered on

saving thetransaction

Receipts

d



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Overview Of Move Orders

Move orders are requests for the movement of material within a single organization.

Manage all material requisition and requestprocesses within an organization by manually or automatically creating, approving, and transacting amove order.

Used for movement of material within a warehouseor facility for purposes like replenishment, materialstorage relocations, and quality handling .

Move Orders



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Move Order Requisition

AccountTransfer

SubinventoryTransfer

Manually Generated Optional Approval

Processing

ReplenishmentMove Orders

Kanban Min Max Replenishment Count

AutomaticallyGenerated

Pre-approved Ready for

Transaction

Move Order Type Transaction Type Generation & Approval

Pick WaveMove Orders

Sales Order PickInternal Order Pick

Pre approved Print Pick Slip

Move Orders

M O d P Fl



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Move Order Process Flow

PickingPicking

SourceSourcelocationlocation

Destinationlocation

Put awayPut away

PickPickTicketTicket

Move order locatesMove order locatesmaterial sourcesmaterial sources

In case of shortageIn case of shortagemove order move order

can be re-plannedcan be re-planned

Move order Move order requisitionrequisition

createdcreated

ApproveApprovemovemoveorder order



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Move Order Header

Default sourcesubinventory

for move order

SelectTransaction

Type



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Move Order Lines

Enter Item andfor transfer

Default transactiontype from header. Itcan be overridden

Quantity to betransferred



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Move Order Allocation

Press Allocate to generatereservation from source

subinventory to destinationsubinventory

After allocation reservationcan be viewed and updated

manually if required.



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Transact Move Orders

Print Pick List for Picker

Press Transact to move theinventory from source todestination subinventory

Agenda


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Inventory Setup




Inventory Planning

ventory Accuracy Control


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Cycle Counting Cycle counting is the periodic counting of individual itemsthroughout the year. Count items of higher value morefrequently than items of lower value. The differences betweenthe system quantity and counted quantity are adjusted tocorrect the system quantity and inventory value in the system.

Physical inventory A physical inventory is a periodic reconciliation of system on-

hand balances with physical counts in inventory. It is normallydone once in a year as a part of financial auditing requirementto verify inventory assets on balance sheet. Production isstopped at the time of carrying out this activity.



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Define cycle count header

Update cycle-count items

Schedule items to count

Generate count requests

Enter cycle counts

Approve cycle counts

ABC Classification of itemsCycle Counting



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ABC Analysis

ABC analysis is a method of determining the relative

value of items in your inventory sites.

An ABC analysis involves ranking your items accordingto a criterion and then grouping items into classes.

ABC Classification



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Define ABC group

Assign items to ABC classes

Update class assignments

Purge ABC information

Define ABC compilation Define ABC classes

ABC Analysis

ABC Classification



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ABC Compilation

Criterion for categorizingyour items in

Organization. It can bebased on current value or

historical usage value

Cost type to pickup the unit cost

of items incompile set

Press Compileto generate

compile results

ABC Classification



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ABC Compilation- Descending Value Report

ABC Classification



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Use ABC classes to identify the value groupings to whichitems belong.

Define these classes using own terminology. For example,you might define classes High value, Medium value, Lowvalue.

Assign items of highest rank to the High class, those of lower rank to the Medium class and those of lowest rank to the Lowclass.

Can use ABC classes to group items for a cycle count whereyou count A items more frequently than B items.

ABC Classification



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ABC Classes

Define classnames for your

ABC Classificationpurpose

ABC Classification



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Define ABC Assignment Group

Define Group name tolink compile class and

set of ABC Classesdefined

ABC Classification

f



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Link ABC Classes to ABC assignment

group

Give a priority to allclasses. The class

with lowest priority isassumed to have the

highest rank.

Define ABC Assignment Group

ABC Classification


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Updating Item Assignments

ABC assignments generatedautomatically by assigning cut

off sequence numbers for eachclass. If required classes can

be changed manually

ABC Classification



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Maintain Cycle Count

Adjustment account tostore variance amountby which inventory is

adjusted

If automatic recountrequired for out of

tolerance items

If items not scheduledfor counting to be

included

Cycle Counting



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Maintain Cycle Count

Cycle counting to beallowed for serialized

items or not. If allowed will there be

multiple serialnumbers per requestor one serial number

per request

What Details to beprinted. Quantityonly or quantity

with serialnumbers

Schedulingdaily or

weekly or byperiods

Cycle Counting


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C l C ti g



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Cycle Count Classes

Mentions thenumbers of times

the item to becounted in a year

Cycle count classspecific tolerances

can be maintainedhere. If it is notmaintained here it is

taken from cyclecount header

Cycle Counting



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Cycle Count Items

Cycle count classes and itemgenerated from ABC initializationat the time of linking cycle count

to ABC group

Item specificquantity tolerancecan be maintained

here

Cycle Counting



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Schedule Cycle Count

Automatic SchedulingOracle inventory uses the number of items in each cycle

count class, the frequency of each class, and the workdaycalendar of your organization to determine how many andwhich items you need to count during the schedulingfrequency.

Manual SchedulingYou can manually schedule counts in addition to or insteadof those generated with automatic scheduling.

Cycle Counting

Cycle Counting



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Generate Cycle Count RequestCycle count Scheduler for

automatic scheduling

Generate Cycle countrequest to generatecycle count entries

Cycle Counting



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Cycle Counting List ReportPrint this report to show items

scheduled for cycle counting in aspecific period. This report is given

to people who physically countitems

Cycle Counting

Cycle Counting



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Cycle Count Entries

Enter the quantitycounted at the locator

in the warehouse

Cycle Counting

Cycle Counting



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Approve Cycle Count

Approve cycle count entries thatare out of tolerance. The entrieswith variance with in tolerance

will be approved by system.

Cycle Counting

Cycle Counting



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Cycle Count Entries and Adjustments Report:This report shows all cycle count entries for a specified time period. It analyzes thenumber of cycle count transactions you make against an item, and the number of unitsyou actually adjust. The report also calculates the value, in your functional currency, of the adjustments to inventory.

Cycle Counting


Physical Inventory


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Define physical inventory

Take snapshot of on-hand quantities

Generate tags

Count items

Enter counts

Void tags

Approve counts

Run adjustment program

Purge physical inventory

Physical Inventory


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Physical Inventory


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Generate Tags

You can generateblank tags for stock

points not recorded inyour system

Generates a unique tag for

each unique combinationof item, sub inventory,locator, revision, lot, serial

number

Starting tag number and inwhat order you want to

increment to generate the nexttag number

Physical Inventory


Physical Inventory


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Physical Inventory Tags Counts

Enter the quantity physicallycounted at specific location with

in the warehouse

You can void a tag if damaged or lost. If default tag is void itsets the inventory to

zero for that SKU

Physical Inventory


Physical Inventory


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Approve Counts Approval option- Always the system requires approval of allcounts entered. You must approve or reject each adjustmentbefore running the physical adjustments program. After the

system adjusts all the approved counts the status of theadjustment changes to Posted

Approval option If Out of Tolerance the system requires approvalof all adjustments exceeding the tolerances entered in thephysical inventory definition. You must accept or reject each of these adjustments before running the physical inventoryadjustments program. After the system adjusts all the approvedcounts the status of the adjustment changes to Posted.

Physical Inventory


Physical Inventory


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Approve Counts

Approve or rejectthe count

y y


Physical Inventory


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Perform Physical Inventory AdjustmentsThe system performs adjustments by creating a material

transaction for the +/- quantity of the adjustment.Once adjustment program is run the system does not allow a

new tag generation or any further updates to the tag counts.You must approve or reject all adjustments or the system will

not run the adjustments program.Tag quantities, adjustment quantities, and adjustment values

can be reported before performing the adjustments.You can use the adjustment report to authorize approvals or request recounts of items with large pending adjustments.

Physical Inventory


Physical Inventory


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Perform Physical Inventory Adjustments

Account for passing

transactions due tovariance in system andcounted quantity

Physical Inventory


Physical Inventory


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Purge Physical InventoryPurging tags only: You can purgeall tags associated with a physicalinventory definition. If irreversiblemistakes are made in the count-entry phase, you can start over without refreezing your inventory.

Purging All Information You can

purge the physical inventorydefinition, frozen quantities, tagsand count quantities. This purgedeletes adjustments but not theadjustment material transactions.

Physical Inventory

Inventory Planning

l h d


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Performing reorder-point planning

Performing Min-Max planning

Subinventory replenishment planningCreating and executing Kanban cards

Planning methods:

Inventory Planning

MIN MAX Planning


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Min-max planning is a method of determining when and howmuch to order based on user-defined minimum and maximuminventory levels. In Oracle Inventory you can perform min-maxplanning at two levels:

Organization: To perform organization-level min-max planningfor an item, you must specify organization-level minimum andmaximum quantities.

Subinventory: To perform subinventory-level min-max planningfor an item, you must specify subinventory-level minimum andmaximum quantities.

MIN MAX Planning

Inventory Planning

MIN MAX Planning


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1 . 0 D e f i n e P l a n n i n ga t t r ib u t e s f o r M i n - M a xp l a n n e d i t e m s a t O r g

l e v e l

M in - M a x P la n n i n g a t O r g

o r S u b i n v e n t o r y le v e l ?

2 . 0 R u n M i n - M a xP l a n n i n g R e p o r t a t

O r g l e v e l

3 . 0 D e f i n e P l a n n in ga t t ri b u t e s f o r M i n -

M a x p l a n n e d i t e m sa t S u b I n v l e v e l

4 . 0 R u n M i n - M a xP l a n n i n g R e p o r t a t

S u b I n v le v e l

A

A u t oR e p l e n i s h -

m e n t ?

M i n - M a x r e p o r t

O r g

N o

I te m A v a i la b l e q u a n t i t yb e l o w M i n q u a n t it y ?A S t o p

Y e s

N o

Y e s

M a k e o r B u y ?

S o u r c e ?

B u y

7 . 0 C r e a t eU n r e l e a s e d J o b

M a k e

5 . 0 C r e a t eP u r c h a s e

R e q u i s i t io n s

S u p p l i e r I n t e r n a l

S u p p l i e r

6 . 0 C r e a t eI n t e r n a l


6 . 1 C r e a t eI n t e r n a l


MIN MAX Planning

Inventory Planning

MIN MAX Planning


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