Overview of Inventory

8/10/2019 Overview of Inventory

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Overview of Inventory Transactions

Overview of Inventory TransactionsA transaction is an item movement into, within, or out of inventory. Atransaction changes the quantity, location, planning responsibility, andcost of an item.Oracle Inventory supports a number of prede ned and user-de nedtransaction types. Every material movement has a corresponding set ofaccounting transactions that Oracle Inventory automatically generates. Alltransactions validate the various controls revision, locator, lot number,serial number and secondary unit of measure! you enable for items.

Inventory Transactions "ou can perform the following inventory transactions#$ %eceive items into your organi&ation from a general ledger account

number.$ Issue items from your organi&ation to a general ledger account number. 'ransfer items from a subinventory in your organi&ation to another

subinventory in the same organi&ation.$ 'ransfer items directly between organi&ations.$ 'ransfer items between organi&ations by way of intransit. %eserve items for a speci c account or temporarily prevent the release of

items onto the shop (oor.Inventory Transactions without Documents andRequisitions

$ "ou can perform Inter-organi&ation transfers without using an internalrequisition or internal sales order.

$ "ou can use miscellaneous receipts to receive material without apurchase order number.

$ )se miscellaneous issues to issue material without approvals or adocument number.

$ )se subinventory transfers to transfer the location of material without adocument number.

Inventory Transactions with Documents and Requisitions "ou can use internal requisitions and internal sales orders as an approvalmechanism and to provide a document to trac* when you transportmaterial between warehouses or transfer material across inventoryorgani&ations.+ithin a single warehouse or inventory organi&ation#

$ )se move orders with a ove Order Issue transaction type to approve atransaction and to provide a document to trac* the issue of the material.

reviously, sales orders with approvals in the order cycle were used toissue the material and trac* the movement.

$ )se move orders with a ubinventory 'ransfer transaction type toapprove a transfer and to provide a document to trac* the transfer of thematerial.
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Control option and Restrictions+e can set the following options and restrictions before performing aninventory transaction

$ /ocator 0ontrol$ /ot 0ontrol$ erial 1umber 0ontrol$ %evision 0ontrol$ ubinventory and locator peci c restriction for an item$ 2ual )O control

Miscellaneous Transactionsiscellaneous 'ransactions enable you to issue material to individuals or

pro3ects that are not in inventory, receiving, or wor* in process. 'hesecould include a research and development group or an accountingdepartment. "ou can also ma*e manual ad3ustments to the general ledgerby receiving material from one account to inventory, and then issuing thatmaterial from inventory to another account.+ith miscellaneous transactions we can#

$ /oad items when you implement Oracle Inventory.$ crap items by issuing them to scrap accounts.$ Issue items to individuals, departments, or pro3ects.$ %eceive items that were acquired without purchase orders.$ Enter ad3ustments and corrections to system quantities due to theft,

vandalism, loss, shelf-life e4piration, or inaccurate record *eeping.

Subinventory Transfer

+e use this subinventory transfer to transfer the item between twosubinventories of one organi&ation or between two locators of asubinventory.

)se subinventory transfers for#$ 'ransferring between asset and e4pense subinventories.$ 'ransferring between trac*ed and non-trac*ed subinventories.

Inter-Or ani!ation Shipment 'here are mainly two types of Inter-Organi&ation shipments

$ Inter-Organi&ation 2irect hipment$ Inter-Organi&ation Intransit shipment

Inter-Or ani!ation Direct Shipment+e use direct Inter-Organi&ation transfer to move inventory directly from ashipping organi&ation to a destination organi&ation.

'he validity of a transfer transaction depends on the controls you havede ned in both the shipping and destination organi&ations for the itemsyou want to transfer. 5or e4ample, you can transfer item A fromorgani&ation 6 to organi&ation ", even though item A is under lot controlonly in organi&ation 6 you can specify the lot numbers for item A in


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organi&ation 6 during the transfer transaction!. "ou cannot however,transfer item 7 from organi&ation 6 to organi&ation " if item 7 is under lotcontrol only in organi&ation " you cannot specify lot numbers for item 7 inthe destination organi&ation because you are performing a directtransfer!.

Unit of Measure Conversions+hen you transfer items under dual )O control between organi&ations,the system honours the )O conversion of the destination organi&ation.0onsequently, the system could potentially recalculate the secondaryquantity for the item if the conversions di8er between the shippingorgani&ation and the destination organi&ation. 'he system alwaysprocesses transaction quantities in the primary )O . "ou must de ne)O conversions in both the shipping and destination organi&ation beforethe system can process the transaction.

Inter-or ani!ation Intranist Shipment "ou usually transfer material to intransit inventory when transportationtime is signi cant.+hen you perform the transfer transaction, you do not need to specify thedelivery location.

"ou only need to enter the subinventory you are shipping from, ashipment number, the freight information, and, depending on the inter-organi&ation transfer charge that applies between the organi&ations, apercentage of the transaction value or a discrete amount that OracleInventory uses to compute transfer charges.If the 5O7 point is set to %eceipt in the hipping 1etwor*s window, thedestination organi&ation owns the shipment when they receive it. If it isset to hipment the destination organi&ation owns the shipment when theshipping organi&ation ships it, and while it is intransit.+hile your shipment is intransit, you can update shipping informationsuch as the freight carrier or arrival date in the aintain hipmentswindow.At the time of shipment, you must de ne your receiving parameters forthe destination organi&ation. "ou can receive and deliver your shipment ina single transaction or you can receive and store your shipment at thereceiving doc*.

'he validity of a transfer transaction depends on the controls you havede ned in both the shipping and destination organi&ations for the itemsyou want to transfer. 5or e4ample, you can transfer item A fromorgani&ation 6 to organi&ation ", even though item A is under lot controlonly in organi&ation 6 you can specify the lot numbers for item A inorgani&ation 6 during the transfer transaction!. "ou can also transfer item7 from organi&ation 6 to organi&ation " if item 7 is under lot control only inorgani&ation " you can specify lot numbers for item 7 in the destinationorgani&ation when you perform the receiving transaction!.

Unit of Measure Conversions

+hen you transfer items under dual )O control between organi&ations,the system honours the )O conversion of the destination organi&ation.


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0onsequently, the system could potentially recalculate the secondaryquantity for the item if the conversions di8er between the shippingorgani&ation and the destination organi&ation. 'he system alwaysprocesses transaction quantities in the primary )O . "ou must de ne)O conversions in both the shipping and destination organi&ation beforethe system can process the transaction.

Mana in Receipts "ou can receive both internally and e4ternally sourced shipments anddeliver material directly to inventory, shop (oor, and e4pensedestinations. "ou can also satisfy the following receiving business needs#

$ Increase receiving process control.$ treamline receiving throughput.$ Increase transaction visibility and traceability.$ rovide a common process for all receipt types

"nterin Receipt Information 'o process receipts, select the items to receive and enter the receiptquantities. If you change the unit of measure, the system ad3usts thereceipt quantity to re(ect the new unit of measure. "ou can override thisvalue if you are recording a partial receipt or are receiving more than thee4pected quantity. 'he quantity received on the corresponding purchaseorder or return material authori&ation % A! is updated to re(ect thereceived quantity.

Substitutions "ou can receive prede ned substitute items when you allow suppliers toship alternatives to the items that you order. 5or e4ample, you assigndi8erent internal item numbers to mountain bi*es of the same modelnumber but di8erent color. "ou have an agreement with your mountainbi*e supplier that allows him to ship white bi*es in place of blue bi*es.

Specifying Substitute Receipt Details "ou can select a substitute item in the /ines region based on the followingrestrictions#

$ "ou must allow substitute receipts for the shipments you receive.$ "ou have de ned substitutes for the items you receive.

+hen you query in the list of values for the item, the system displays allvalid substitutes for the item you want to receive. All subsequent receiptprocessing is identical to other standard and direct receipts.

Supplying Handling of Substitute Items+hen you receive a substitute item, the system removes the purchaseorder supply for the original item.

$ If you perform a standard receipt, the system creates receiving supply forthe new item.

$ If you perform a direct receipt, the system increments on-hand balancesfor the new item.

"#press Receipts and Receivin Transactions


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'he e4press function is a quic* method of entering receipts and receivingtransactions. "ou can use an e4press receipt when the physical receiptquantity equals the e4pected quantity.

"ou can# 0reate a new receipt or add to an e4isting receipt for the supplier who

shipped the items you want to transact.$ pecify the supplier for new receipts.$ 0lic* E4press to select either the nal destination or the default receiving

location. Omit individual shipments that you do not want to process by selecting

the Omit action in the %eceipt /ines region. Any receipts that cannot be transacted with an e4press receipt will

remain in the %eceipt /ine region after you save your wor*.In order to enable the E4press button, the system must be able to derivethe supplier either by specifying the supplier or a O number.

Direct Receipt 'his enables to receive the shipment and deliver to the nal destination ina single transaction.

Standard Receipt 'his happens in 9 steps

:. %eceived into a receiving location in rst transaction9. 'hen deliver to the nal destination in a separate transaction

Inspection Receipt 'his happens in a ; steps process

:. %eceive into an Inspected location9. Inspect the details;. 2eliver to the nal destination location

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

organi&ation. 'hey formali&e the process to request the movement ofmaterial within a warehouse or facility for purposes li*e replenishment,material storage relocations, and quality handling. ove orders aregenerated manually or automatically depending on the source type used.

ove orders are restricted to transactions within an organi&ation. 'ransfers between organi&ations require an internal requisition.

Move Order RequisitionsA manually generated request, available for subinventory and accounttransfers.

'hese requests can optionally go through a wor*(ow based approvalprocess before they become move orders that are ready to be sourcedand transacted.

Move Order Requisition $rocess %low


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ove orders can be created manually or automatically. Oracle Orderanagement automatically creates them to support the staging of ic*ing

+aves.ove Orders can be one of the following three types#

$ %equisition ove Order# 'o relocate material or ad3ust perpetual inventoryrecords

$ Inventory %eplenishment ove Orders# 'o re ll depleted inventorylocations

$ ic* %elease ove Orders# 'o replenish forward pic* locationsove orders will be manually or automatically generated, depending on

the source of the transaction.ove orders must be assigned detailed source and destination locations,

or used to identify shortages for further action. 'his process is calledAllocating, and must occur for all move orders.If the material could not be fully sourced because of a lac* of availablequantity, the ove Order is in bac*order and the unsourced balance canbe re-released at a later time.

ove instructions can now be issued for available quantities eitherthrough printing of a paper pic* slip or transmission to a mobile devicethrough ove Order A Is.

Move Order &pprovalsIf approvals are required on ove Order requisitions, Oracle Inventorymanages the approval process through Oracle +or*(ow.+hen the requisition is created, the wor*(ow approval process sends anoti cation to the item planner that a move order requisition line is

awaiting approval. 'imeout eriod is an organi&ation-level attribute that determines thenumber of days the order can wait for an approval action. After onetimeout period, if the order is still not approved or re3ected, a remindernotice is sent to the item planner. After another timeout period the orderis automatically approved or re3ected depending on the move ordertimeout action you determine at the organi&ation level.

'he ove Order 'imeout eriod and 'imeout Action are both inventoryorgani&ation parameters. 'hese inventory parameters do not override anyperiods set up by Oracle +or*(ow.

'he Item lanner is an item attribute. If no planner is speci ed for the

item, the requisition line is automatically approved.If no approvals are required in your organi&ation, set the 'imeout eriod to< and the timeout action to Approve Automatically.Once the order line is approved, notices are sent to a noti cation list thatis attached to the source and destination subinventories to let thesubinventory planners *now that material will be moved to or from theirareas.1ote# %eplenishment and pic* wave move orders are pre-approved.Move Order Type Source'$urpose $rocess

ove Order %equisition Account 'ransfer ubInventory 'ransfer

anually =enerated Optionally Approval

rocessing


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%eplenishment oveOrders

>anban in a4 %eplenishment 0ount

Automatically =enerated re-Approved 'ransaction %eady

ic* +ave ove Orders ales Order ic* Internal Orders ic*

re-Approved print pic*slip

+I Issue ove Orders 7ac*(ush 'ransfer 0omponent issue

Automatically generated re-approved

Move Order Components

Move Order Header 'he move order header contains the move order source type. 'his refersto the entity that created the move order. An order could be a pic* wavefor sales order pic*s, a replenishment type move order, a requisition forsubinventory transfer, and so on. 'he move order header also containsthe default source and destination if available, the order number, and therequested date.

Move Order Linesove order lines are the requests on a move order. 'hey contain the item,

requested quantity, the completed quantity if the move order has beenpartially ful lled!, and a source and destination, if *nown. 'he move orderlines also include any pro3ect and tas* references, if the organi&ation ispro3ect-manufacturing enabled. "ou can also enter speci c serial or lotnumbers on the move order lines.

Move Order Line Details

'he line details are the inventory transactions that will occur to ful ll aparticular request line move order line!. If the material is locator, lot, orserial controlled, this information is lled in at the line detail level. 'hesedetails are automatically lled in by Oracle Inventory using the inventorypic*ing rules and the item-transaction defaults for destination locators oryou can manually ll in the details. "ou can edit these details prior totransaction.

(eneratin Move Order Requisitions "ou use the ove Orders window to create move order requisitions byspecifying item, quantity, source, destination, locations, and other orderinformation. 5or each move order, an order number is required. A numberis defaulted for you if you leave the eld without entering a value.In the 2efault region, you can set up values that default to the lines.2efault elds are not required. "ou can set up a default transaction type of either ubinventory 'ransfer or ove Order Issue. A ove Order Issue isthe same as an account issue. "ou can specify the ove Order Issue foraccounts and account aliases. "ou can de ne a default sourcesubinventory, destination subinventory or account, for ove Order Issues,as well as the requested delivery date date required! for the material.

'he lines are the actual material requests for the move order. In the Itemtabbed region, you can specify the item, revision, and quantity, and youcan update the delivery date for that item. A move order requisition


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manually requests subinventory transfers or ove Order Issues. 'heserequests can optionally go through an approval process before theybecome move orders that are ready to be sourced and transacted. 'heapproval process does not include dollar amount constraints.

De ning ro!ect and "as# InformationIf the organi&ation is a pro3ect manufacturing-enabled organi&ation, youspecify the pro3ect and tas* in the ro3ect and 'as* tabbed region.

De ning Source Information "ou use the ource tabbed region to specify the subinventory from whichto draw the material. 'his eld defaults from the header-level defaultbloc* but can be overridden if necessary. "ou can also specify the locator,lot, and serial numbers if *nown to use for the transactions. Only thesubinventory eld is required. If you do not *now from where the itemsshould come, the On ?and button ta*es you to an on-hand inquiry window

for that item to locate the material within your organi&ation.De ning Destination Information

"ou use the 2estination tabbed region to specify the subinventory oraccount for ove Order Issues that the material should be delivered. 'his

eld defaults from the header-level default bloc* but can be overridden ifnecessary. "ou can also specify the destination locator for subinventorytransfer move orders if *nown.

De ning Control Information "ou use the 0ontrol tabbed region to request a subinventory transfer or

ove Order Issue at the line level by selecting a transaction type. 'hiseld defaults from the header-level default bloc* but can be overridden ifnecessary. "ou can optionally specify a reason and reference code on theinventory transactions.

&llocatin Move OrdersAllocating is the process in Oracle Inventory that uses pic*ing rules anditem transaction defaults to suggest move order line details to ful ll amove order line. 'he line details are the inventory transactions that mustbe ful lled to complete the move order allocation. "ou can consider theallocating process as a sourcing process. Allocating occurs when you clic*

the Allocate button in the 'ransact ove Orders window.Suggesting SourcesOracle Inventory uses the pic*ing rules you set up at the organi&ation ororgani&ation-item level to suggest source locators, revisions, and lots tosource the material in order to ful ll a move order allocation.

"ou can optionally use the elect Available Inventory +indow to manuallyselect material. 'his window displays available inventory that meets thedemand the move order requires. It displays only material that satis esthe pic*ing rules that are in e8ect, and presents the material in order ofthe sort criteria on the pic*ing rules. "ou can then manually select the

material to allocate against the move order, and the system creates theallocations.


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"ou can modify or delete e4isting allocations, as well as create newallocations. If you choose to create new allocations, the system chec*swhether the new allocation criteria drives the lot balances negative orwhether the lot is indivisible. 'he system honors lot-speci c conversions,process manufacturing quality matches, material status, and preferredgrade if you set the pro le option I1@# 'arget referred =rade to "es. 'heinformation that appears on this page is available according to the pic*ingrules you de ne, and sorted in the order de ned on the allocation rules.

Suggesting a Destination 'he pic*ing rules only suggest source locations. If the destinationsubinventory is locator controlled and no locator is speci ed on the moveorder line, Oracle Inventory generates a suggestion based on the itemsubinventory locator default you set up for move orders. "ou can set up adefault locator for each item that you want to move around the warehouseon a move order. 'his is not the same default type that you would use forreceiving or shipping.

"ou have two choices in transacting the move orders to transfer thematerial to the destination location#

$ &utomatic $ic) Con*rmation # 'he move order is transacted instantlyafter the order is allocated without any further human intervention. On-hand inquiries will show the material in staging. "ou can then perform shipcon rmation.

$ Manual $ic) Con*rmation # "ou can con rm the pic* of the move orderallocation. "ou can also update any pic*ing details such as the sourcelocations, lots or serials and to report shortages or inventory inaccuracies

and allow the system to generate more pic* suggestions. %eportinginventory inaccuracies enables you to request a cycle count in theinventory area where the material was not found if so desired.

Oracle S$ippingOracle hipping provides two choices for when and how you can ll in theline details. 'hese choices are made by setting up an organi&ationparameter but can be overridden at pic* release.

$ &uto allocate # 'he allocating process is done at pic* release instantlyafter the move order is created. 1o more human intervention is neededand the pic* slip can be printed automatically.

$ ic* release only creates move orders but does not ll in the line details. "ou must navigate to the move order form after pic* release and clic* onthe Allocate button. 'his option allows warehouse managers to determinewhen to release the pic* to the (oor and might be a better solution forimplementations running a global order entry with distributed warehousemanagement and or shipping. In these cases, orders can be released toregional warehouses from the central order management location inadvance and individual warehouses can schedule pic*s closer to actualship time.

Transactin Move Order +ines

)se the 'ransact ove Order /ine Allocations window to view, allocate,transact move order allocations, view the move order line details, and


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transact move order allocations. 'ransacting move orders will post allmovement activity immediately for the selected move order line and itsrelated details. "ou can save and e4it the move order line details withouttransacting if you need to print a pic* slip report. 'his enables you totransact each detail line before or after pic*ing the material.

Comments Leave a Comment Categories apps , Enterprise , ERP , inventory , transactions

Oracle Inventory: Item Attributes

Item &ttributesItem attributes are the collection of information about an item.Item Attribute =roup#

$ ain$ Inventory$ 7ills of aterial$ 0osting$ Asset anagement$ urchasing$ %eceiving$ hysical$ =eneral lanning$ %$ /ead times$ +or* In rocess$ Order anagement$ Invoicing$ rocess anufacturing$ ervice$ +eb Option

7asics of Item Attributes#:. Item attributes are elds in the item table used to store speci c

characteristics of an item, such as item status, unit of measure, revisioncontrol, etcB

9. Attributes can be controlled at either the master or the organi&ationlevel.

;. An item has the same value for Attributes that are controlled at theaster level in all organi&ations in which it is de ned.

C. "ou can enter and update the values of aster-level attributes only byusing the aster Item window. Oracle Inventory re(ects your changes inall organi&ations that carry the item.

D. An item may have di8erent values for such Attributes that are controlledat the Organi&ation level in each organi&ation in which it is de ned.

. "ou can update the values of organi&ation-level attributes only by usingthe Organi&ation Item window in each organi&ation that carries the item.

F. 'hese attributes are stored in a table named '/GI'E GA''%I7)'E .
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H. 'he attributes that are available to the user depend on which Oracleapplications are installed. 'he table '/GA''%GA /G2E E12E10IEmaintains the relationships between items attributes and Oracleapplications.

. 'wo units of measure columns are stored in '/G " 'E GI'E table.:


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$ hippable items are released by Order anagementLs ic* %eleaseprogram, creating con rmable shipping lines, and are printed on the pic*slip.

$ A warning is issued if you change the value of this attribute when opensales order lines e4ist.

$ 5or an item to be shippable, it must also be an Inventory Item andtoc*able. 7oth of these attributes are listed on the Inventory 'ab.

$ 'his hippable attribute must be turned o8 if the 7O Item 'ype attributeis set to lanning.Internal Ordered%

$ Indicate whether to allow an item to be ordered on an internal requisitionin urchasing. 'hese items then are transferred onto an Internal alesOrder in Order anagement.

$ If you turn this attribute on, you can temporarily e4clude an item frombeing ordered on an internal requisition by turning Internal Orders Enabledo8.

$ 'his is an item de ning attribute. If you turn this attribute on, the item isautomatically assigned to the default category set for the Oracle

urchasing functional area.Internal Orders &nabled%

$ Indicate whether you can currently order an item internally.$ If you turn Internal Ordered Item on, you can temporarily e4clude an item

from being ordered on an internal requisition by turning this attribute o8.$ 'his attribute is optionally set by the Item tatus code.

O" Transactable,$ Indicate whether demand can be placed for an item by Order

anagement O !, and whether shipment transactions are interfaced toInventory.$ ost items with hippable turned on also have O 'ransactable turned

on.$ 5or items you do not ship, you may still want O 'ransactable turned on if

you use the items in forecasting or planning.$ If you also want to reserve the item, turn %eservable on.$ A warning is issued if you change the value of this attribute when open

sales order lines e4ist.$ "ou cannot turn this attribute o8 if demand e4its.

Default S$ipping Organi'ation%$ Enter the warehouse from which you typically ship this product.$ 'his organi&ation can default to the Enter Orders window if Item is the

source attribute of the +arehouse ob3ect in the standard value rule set forthe order.

$ 'his organi&ation defaults to the Enter %eturns window if a receivingwarehouse is not de ned on the customer or order type.

ic#ing Rule$ Enter the pic*ing rule that de nes the order in which sub inventories,

locators, lots, and revisions are pic*ed.ic# Components

$

Indicate whether an item has a bill of material with options, classes, orincluded items pic*ed from nished goods inventory.


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$ ic*-to-order items must have this attribute turned on.$ Assemble-to-order items and items without a bill of material must have

this attribute turned o8. (ssemble to Order

$ 'urn this attribute on if an item is generally built for sales order demandMa nal assembly wor* order is created based on sales order details.

$ An item cannot have ic* 0omponents turned on and this attribute turnedon at the same time.C$ec# ("

$ elect 0hec* aterial Only, 0hec* aterial and %esources, 0hec*%esources Only, or 1one to indicate whether to chec* available to promiseand or capable to promise information when placing demand.

$ 'his attribute also determines whether you can view component A'information for material requirements in +or* in rocess.

(" Components$ Indicate whether to include, in available to promise chec*ing, additional

components in the bill of material for A'O and 'O items.$ 'hese components are included in A' chec*ing if 0hec* A' for the

component is turned on. (" Rule

$ Enter a user-de ned available to promise rule. A' rules de ne supplyand demand sources, time-fence parameters, and available-to-promisecalculation methods.

$ "ou can give A' rules meaningful names, such as A'O A' %ule.$ If there is no A' rule for the item, the organi&ationLs default A' rule is

used.

S$ip Model Complete%$ Indicate whether any con guration derived from this model can ship onlywhen all required quantities of all con guration components options orincluded items! are available.

$ If you turn this attribute on, the ic* 0omponents attribute and the pro leoption OE# %eservations must be "esM the 7O Item 'ype attribute can be

odel or tandard.Returnable%

$ Indicate whether to allow customers to return an item.$ If an item is returnable, you can enter it on the %eturns window in Order

anagement.$ Order anagement uses this attribute along with toc*able and

'ransactable to determine which authori&ed returned items you canphysically receive into inventory.RM( Inspection Re)uired

$ Indicate whether inspection is required for items returned by thecustomer.

$ 'he item then must be separately transferred to inventory.$ 0redits are never automatically generated by Order anagement for

customer return items awaiting inspection.Over S$ipment "olerance

$

'he amount by which you want to allow shipments over the sales orderquantity.


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$ 'his is e4pressed in terms of a percentage.Under S$ipment "olerance

$ 'he amount by which you want to allow shipments under the sales orderquantity.

$ 'his is e4pressed in terms of a percentage.Over Return "olerance

$ 'he amount by which you want to allow returns over the sales orderquantity.

$ 'his is e4pressed in terms of a percentage.Under Return "olerance

$ 'he amount by which you want to allow returns under the sales orderquantity.

$ 'his is e4pressed in terms of a percentage.*inancing (llo+ed

$ Indicate whether a customer can nance this item.

Master Level vs, Organi'ation Level Item attributes are the collection of information about an item. )sing theItem Attribute 0ontrols window, you can designate whether an itemattribute is de ned maintained at the aster level or the Organi&ationlevel. Attributes at the aster level are the same across all organi&ations,giving you centrali&ed control over the values assigned. If an attribute ismaintained at the Organi&ation level, you can have di8erent values ineach organi&ation the item is assigned to and therefore havedecentrali&ed control over that attribute.5or e4ample, you can de ne and maintain an itemLs unit of measure at

the aster level. 'his means that the unit of measure is always the samefor the item, no matter in which organi&ation you assign the item. Or, youcan designate that an itemLs unit of measure is maintained at theOrgani&ation level. 'his means that each organi&ation you assign the itemto can have a di8erent unit of measure for the item.Some attributes can be maintained only at one of these levels. The following table liststhe attributes that require control at a specific level:

Attribute Control Level

Base Model Master

BOM Item Type Master

Cost of Goods Sold cco!nt Organi"ationC!m!lative Total Lead Time Organi"ation

C!m!lative Man!fact!ring Lead Time Organi"ation

Enc!m#rance cco!nt Organi"ation

Engineering Item Master

E$pense cco!nt Organi"ation

%i$ed Lead Time Organi"ation

Planner Organi"ation

Planning E$ception Set Organi"ationPostprocessing Lead Time Organi"ation


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Preprocessing Lead Time Organi"ation

Processing Lead Time Organi"ation

Sales cco!nt Organi"ation

So!rce Organi"ation Organi"ation

So!rce S!#inventory Organi"ation

&aria#le Lead Time Organi"ation

'IP S!pply Locator Organi"ation

'IP S!pply S!#inventory Organi"ation

Item-De ning (ttributesAn item-de ning attribute identi es the nature of an item. +hatdesignates an item as an engineering item is the attribute EngineeringItem, but what controls the functionality of the item is the collection of

attributes that describe it. "ou can buy an engineering item if you want toMset Engineering Item, urchased, and urchasable to "es. 'he following table presents item de ning attributes#Item-De ning (ttributes

%unctional &rea Item De*nin &ttribute

Oracle Inventory Inventory Item

Oracle urchasing urchased, or InternalOrdered Item

Oracle aster cheduling % and Oracleupply 0hain lanning

% lanning ethod

Oracle 0ost anagement 0osting Enabled

Oracle Engineering Engineering Item

Oracle Order anagement 0ustomer Ordered Item

Oracle ervice upport ervice, orerviceable roduct

When you set an item defining attribute to Yes the item is automatically assigned to thedefault category set of the corresponding functional area. For example, if you setInventory Item to Yes the item is automatically assigned to the default category set forthe nventory functional area.

Status (ttributes and Item Status Control

Status attributes enable and disable the functionality of an item over time. !ach statusattribute allows you to enable the item for a particular use. For example, if you set the

status attribute Purchasable to Yes , you can put the item on a purchase order.The status attributes are related to the item defining attributes. "ou cannot enable a


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status attribute if you do not set the corresponding item defining attribute to Yes .The following table presents status attributes:

Status (ttributes

Status&ttribute

Item

De*nin&ttribute

%unctional &rea 'Oracle $roduct %unctionality

toc*able InventoryItem

Inventory Enables you to store the itemin an asset subinventory.

'ransactable

InventoryItem

Inventory, Orderanagement,urchasing, +or* inrocess

Enables you to transact theitem in Oracle Inventory,Oracle Order anagement,Oracle urchasing and Oracle

+or* in rocess.

urchasable urchased urchasing Enables you to place the itemon a purchase order.

7uild in +I 1A +or* in rocess Enables you to build the itemon a discrete 3ob, a repetitiveschedule, or both.

0ustomerOrdersEnabled

0ustomerOrderedItem

Order anagement Enables you to place the itemon a sales order.

InternalOrdersEnabled

InternalOrderedItem

Inventory, Orderanagement,urchasing

Enables you to create aninternal sales order for theitem

7OAllowed

InventoryItem

7ills of aterial Enables you to create a bill ofmaterial for the item

Invoiceenabled

InvoiceableItem

%eceivables Enables you to create aninvoice for the item

%ecipeEnabled

1A rocessanufacturing

Enables you to create a recipeor formula for this item inprocess manufacturing.

rocessE4ecutionEnabled

InventoryItem

rocessanufacturing

Enables you to use the item ina production batch as aningredient, product, or by-product.


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"ou set status control for a status attribute with the tem #ttributes $ontrol window.Interdependencies for Status Attributes!ach status attribute is dependent on the value of at least one other attribute. Forexample, you cannot set Stockable to Yes if you set Inventory Item to No . The followingtable presents interdependencies for the status attributes:

Interdependencies for Status (ttributes

&ttribute Must beset to If

toc*able 1o "es

Inventory Item is set to NoA / is @ I enabled

'ransactable 1o "es

toc*able is set to NoA / is @ I enabled

urchasable 1o urchased is set to No

7uild in +I 1o Inventory Item is set to No O% 7O Item 'ype is 1O' set to Standard

0ustomer OrdersEnabled

1o 0ustomer Ordered Item is set to No

Internal OrdersEnabled

1o Internal Ordered Item is set to No

7O Allowed 1o Inventory Item is set to No

Invoice Enabled 1o Invoiceable Item is set to No

rocess E4ecutionEnabled

1o Inventory Item or %ecipe Enabled 5lag is setto No

Item Status Control

When defining an item, you can use the item attribute tem Status to control statusattribute values. "ou determine the list of values for the tem Status attribute by defining

tem Status codes. #n tem Status code has a user%defined set of "es and &o values forthe status attributes. The values are applied to the status attributes when you choose an

tem Status code when defining an item. For example, assume that you define an temStatus named 'rototype with all status attributes set to Yes except for $ustomer (rders!nabled. &ext, you define another item status, #ctive, with all status attributes set toYes . n the beginning of a product development cycle, assign the status code 'rototypeto an item so that you cannot place the item on a sales order. )ater, assign the statuscode #ctive to allow all functions for the item.*se pending statuses to automatically update an item+s status on a specified date. Foreach item, specify a list of pending statuses and the corresponding effective dates


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Relations$ips .et+een (ttributes

When you define items, (racle nventory enforces particular relationships between someof the item attributes:

equired attributes: "ou must enter a value for the attribute based on the settings forother related attributes. nterdependent attributes: "ou can enter only certain values depending on other

attribute values. *pdatable attributes: "ou can update values under certain conditions. $ontrol level dependencies: "ou can update the control level of some attributes only

under special conditions and with certain consequences.

Re)uired (ttribute /alues

"ou must enter values for certain attributes if some related attributes have values asshown in the following table:

&ttribute If

0ontract 0overage 'emplate

0ontract Item 'ype is set to Service or Warranty

0ontract 2uration 0ontract Item 'ype is set to Service or Warranty

0ontract 2urationeriod

0ontract Item 'ype is set to Service or Warranty

2emand 'ime5ence 2ays

2emand 'ime 5ence is set to User-de ned

EncumbranceAccount

%everse Encumbrance parameter is set to Yes

E4pense Account Inventory Asset @alue is set to No and Inventory Item isset to Yes

Outside rocessing)nit 'ype

Outside rocessing Item is set to Yes

lanning 'ime5ence 2ays

2emand 'ime 5ence is set to User-de ned


lanning 'ime 5ence is set to User-de ned

%elease 'ime

5ence 2ays

%elease 'ime 5ence is set to User-de ned


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%epetitivelanning

% lanning ethod is set to MPS planning or M P planning

ervice 2uration ervice 2uration eriod is not null

helf /ife 2ays /ot E4piration helf /ife! 0ontrol is set to !tem s"elflife days

ourceOrgani&ation

%eplenishment ource 'ype is set to !nventory orSubinventory#

tarting /ot1umber

/ot 0ontrol is set to $ull lot control% and /ot =enerationOrgani&ation arameter is set to !tem &evel

tarting /ot re 4 /ot 0ontrol is set to $ull lot control and /ot =enerationorgani&ation parameter is set to Item /evel

tarting erial1umber

erial 1umber 0ontrol is set to Prede ned serialnumbers

tarting erialre 4

erial 1umber 0ontrol is set to Prede ned serialnumbers

ubstitution+indow 2ays

ubstitution +indow is set to User 'e ned

Interdependent (ttributes0ertain attribute values depend on other attribute values. 5or e4ample,Planning Met"od must be Not Planned if Pick (omponents is set to Yes#

'he attribute interdependencies are#

Interdependent (ttributes&ttribute Must be If

Activity ource 1ull Asset Item 'ype is set to anything otherthan )sset )ctivity

Assemble toOrder

1o ic* 0omponents is set to Yes or 7O Item 'ype is set to Planning

Assemble toOrder or ic*0omponents

"es 7O Item 'ype is set to Model or *ption(lass

Asset Activity0ause

1ull Asset Item 'ype is set to anything otherthan )sset )ctivity


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Asset Activity1oti cation


Asset Activityhutdown 'ype


Asset Activityource


Asset Activity 'ype

1ull Asset Item 'ype is anything other than )sset )ctivity

Auto0reated0on guration

1ull 7ase odel is Null

7ase odel 1ull 7O Item 'ype does not equal Standard oric* 0omponents is set to Yes

7O Allowed 1o If organi&ation process manufacturingenabled, and trac*ing is set to primaryand secondary.

A'0omponents

1one ic* 0omponents is set to No , andAssemble to Order is set to No , and +I

upply 'ype is set to anything other thanP"antom

7illing 'ype 1ull 0ontract Item 'ype is set to anything otherthan ubscription

7illing 'ype 1ot 1ull Enable ervice 7illing set to Yes

7O Item 'ype tandard E8ectivity 0ontrol is set to Model + UnitNumber

7O Item 'ype odel 0on gurator odel 'ype is set tocontainer

7O odel 'ype

1o If the organi&ation is processmanufacturing enabled, and trac*ing is setto primary and secondary.

7uild in +I 1o Inventory Item is set to No or 7O Item 'ype does not equal Standard

0hec* A' 1ull 0ontract Item 'ype is set to anything other


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than ubscription

0hec* aterialhortage

1o 'ransactable is set to No

0ontainer 'ype 1ull 0ontainer is set to No

0ontract0overage

'emplate

1ull 0ontract Item 'ype is set to No

0ontract2uration


0ontract2uration

eriod


0ontract Item 'ype

1ull orubscription

Inventory Item is set to Yes

0ontract Item 'ype

ubscription ubscription 2ependency enabled is set toYes

0reate0on guredItem, 7O

1ull If the item is not an A'O model.

0reate 5i4edAsset

"es 'rac* in Install 7ase is set to Yes

0ostingEnabled

"es Inventory Asset is set to Yes

0ustomerOrdered

1o 7O Item 'ype is set to Planning or Product $amily

0ustomerOrdered

1o 0ontract Item 'ype is Warranty


"es 0on gurator odel 'ype is set tocontainer

0ustomer

Orders

1o 0ustomer Ordered is set to No


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Enabled


"es 0ustomer Ordered is set to Yes

0ycle 0ountEnabled

1o 0ontract Item 'ype is set to anything otherthan ubscription

2efaulting 5i4ed, 2efault,or 1o 2efault

'rac*ing is et to Primary , Secondary

2efaulting 2efault or 1o2efault

'rac*ing is set to Primary and ricing is setto Secondary

2efault /ottatus

1ull /ot tatus Enabled is set to No

2efault erialtatus

1ull erial tatus Enabled is set to No

2efault Oource 'ype

Internal hip odel 0omplete is set to Yes

2emand 'ime5ence 2ays

null 2emand 'ime 5ence is not User-de ned

2eviation5actor N

1ull )O 2ual 0ontrol is set to No (ontrol

2eviation5actor J

1ull )O 2ual 0ontrol is set to No (ontrol

E8ectivity0ontrol

odel )nit1umber

Asset Item 'ype is )sset roup

E4penseAccount

"es Inventory Asset @alue is No and InventoryItem is Yes

=rade 1 If &ot (ontrol is null

?eight 1ull 2imensions )O is Null

Inspection%equired

1o %eceipt %outing is set to anything otherthan !nspection

Installed 7ase "es erviceable is set to s"elf Yes and


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'rac*able 0ontract Item 'ype is set to Null orSubscription

Instance 0lass 1ull 0ontract Item 'ype is set to anything otherthan ubscription

Instance 0lass 1ull Install 7ase 'rac*able is set to No

InternalOrdered

1o 7O Item 'ype does not equal Standard

Internal OrdersEnabled

1o Internal Ordered is set to No

Internal@olume

1ull 0ontainer, @ehicle, or +eight )O are setto 1ull.

Inventory Item 1o 0ontract Item 'ype is set to anything otherthan Null or Subscription

Inventory Item "es Asset Item 'ype, 2efault %eceivingubinventory, 2efault ove Ordersubinventory, 2efault hippingubinventory are set to anything other

than Null M or 7O Item 'ype is set toProduct $amily%

InvoiceEnabled

1o Invoiceable Item is set to No

/ead 'ime /oti&e

: %epetitive lanning is set to Yes

/ength 1ull 2imensions )O is Null

/ot tatusEnabled

1o /ot 0ontrol is set to No (ontrol

/ot plitEnabled


/ot ergeEnabled


/ot

ubstitution



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Enabled

/ot 'ranslationEnabled


atch0on guration

1ull If the item is not an A'O model

a4imum /oad+eight

1ull 0ontainer, @ehicle, or +eight )O is set toNull

inimum 5illercentage

1ull 0ontainer and @ehicle are both set to No

ove Order%eceipts

ubinventory

1ull 'ransactable is set to No

Orderable On+eb

1o 0ustomer Orders Enabled is set to No

Outsiderocessing

Item

1 If urchased is set to No or if A / has @ I.

Outsiderocessing )nit

" Outside rocessing Item is Yes

ic*0omponents

1o Assemble to Order is set to Yes or 7OItem 'ype is set to Planning or lanning

ethod does not equal Not planned

ic*0omponents

"es hip odel 0omplete is set to Yes


null lanning 'ime 5ence is not User-de ned

lanningethod

1ot lanned ic* 0omponents is set to Yes

ostprocessinglead time

< ero! a*e or 7uy is set to Make

urchasable 1o urchasing Item is set to No or 0ontract

Item 'ype is set to anything other than


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Subscription

urchasable "es 2efault O ource 'ype is set to ./ternal

urchasing 'a40ode 1ull 'a4able is set to Null

%ecovered art2isposition

1ull 7illing 'ype is &abor

%elease 'ime5ence 2ays

1ull %elease 'ime 5ence is not User-de ned

%eplenishmentoint

inimumKuantity

Either a4imum Kuantity or 5i4edKuantity Attributes isenabled.

%eplenishmentoint

inimum 2aysof upply

Either a4imum days of upply of 5i4edKuantity is enabled.

%estrict/ocators

/ocators notrestricted toprede ned list

%estrict ubinventories is set toSubinventories not restricted to

prede ned list or toc* /ocator 0ontrol isset to 'ynamic entry locator control

%estrictubinventories

ubinventoriesrestricted toprede ned list

%estrict /ocators is set to &ocatorsrestricted to prede ned list

%eturnable 1o 0ontract Item is set to anything other thanSubscription

afety toc*ethod

1on- %lanned

% lanning ethod is set to NotPlanned

econdary)O

1ull )O 2ual 0ontrol is set to No (ontrol% orTracking and Pricing are both set to

rimary

erial 1umber=eneration

At %eceipt orrede ned

Equipment is set to Yes or E8ectivity0ontrol is set to Model + Unit Number

erial tatusEnabled

1o erial 0ontrol is set to No (ontrol

ervice

%equest

1ull. 2isabled,

or Inactive

0ontract Item 'ype is Service , Warranty , or

Usage


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erviceImportance/evel

1ull 0ontract Item 'ype is set to Service

erviceableroduct

1o upport ervice is set to Yes

hippable 1o 7O Item 'ype is set to Planning or0ontract Item 'ype is set to anything otherthan ubscription

ourceOrgani&ation

1ull Inventory lanning ethod is set to0endor Managed

ource 'ype 1ull Inventory lanning ethod is set to0endor Managed

toc*able 1o Inventory Item is set to No

toc*able 1o 7illing 'ype is &abor or ./pense

toc*able "es A / is @ I

toc* /ocator0ontrol

1o locatorcontrol or re-speci ed locatorcontrol

%estrict /ocators is set to &ocatorsrestricted to prede ned list

upportervice

1o erviceable roduct is set to Yes

'a4able "es 'a4 0ode is set to anything other than Null

'ransactable 1o toc*able is set to No

'ransactable 1o 7illing 'ype is &abor or ./pense

'ransactable "es A / is @ I

)nit @olume 1ull @olume )O is Null

)nit +eight 1ull +eight )O is Null

+idth 1ull 2imensions )O is Null

+I 1ull Overcompletion 'olerance 'ype is set to


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Overcompletion 'olerance@alue

Null

+I upply/ocator

1ull On Organi&ation arameters window,/ocator is set to None or /ocator controlsis ubinventory /evel and elected +I

upply ubinventory has /ocator 0ontrolas None or /ocator controls is

ubinventory /evel, elected +I upplyubinventory has /ocator 0ontrol as Item

/evel, and Item /ocator 0ontrol is None .

+I upply 'ype

hantom 7O Item 'ype is set to *ption (lass

Updatable Attributes

"ou can change the values of some attributes in special cases. The following table showsupdatable attributes and the conditions under which you can change their values:

Updatable Attributes

&ttribute pdatable If

Asset Item 'ype

yes Approved upplier list does not have the @ I (agenabled or the 0onsigned Inventory (agdeselected.

A'0omponents

from No toYes

Assemble to Order equals Yes or ic* 0omponentsequals Yes or +I upply 'ype equals P"antom

7O Item 'ype

1o 7ill of aterial e4ists or E4ists as a component of a7O or E4ists as a substitute component of astandard 7O . E4ception# 0an change from

Product $amily for components and substitutecomponents.

0ostingEnabled

"es 1o on-hand quantity e4ists

2emand 'ime 5ence2ays

"es 2emand 'ime 5ence equals User-de ned timefence


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E8ectivity0ontrol

1o If on-hand quantity is greater than < or a 7Oe4ists for the item.

InventoryAsset @alue


/ocator0ontrol


/ot 0ontrol "es 1o on-hand quantity e4ists

OIndivisible

+ith awarning

O Indivisible is set to No

OE 'ransactable

from Yes to No

1o demand e4ists

Outsiderocessing

Item

"es Approved upplier list does not have the @ I (agenabled or the 0onsigned Inventory (agunchec*ed.

Outsiderocessing

)nit

"es urchasing Item equals Yes

lanning 'ime 5ence2ays

"es lanning 'ime 5ence equals User-de ned timefence

%elease 'ime 5ence2ays

"es %elease 'ime 5ence equals User-de ned timefence

%eservable "es 1o reservations e4ist for the item

%epetitivelanning

"es 1ot scheduled by %

%eservation0ontrol

"es 1o demand e4ists

%evision0ontrol


erial

1umber



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0ontrol

helf /ife0ontrol


hippable +ith awarning

If open sales order line e4ists with a value di8erentfrom the new value

toc*able "es Approved upplier list does not have the @ I (agenabled or the 0onsigned Inventory (agdeselected.

'ransactable "es Approved upplier list does not have the @ I (agenabled or the 0onsigned Inventory (agdeselected.

Overview of Inventory

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