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Oracle Inventory User's Guide
Release 12.1
Part Number E13450-04
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Item Setup and Control

This chapter covers the following topics:

Overview of Item Setup and Control

You must set certain controls and reference options before defining items. These enable you to maintain, group, reference, query, and delete your items. Once you have defined items, you can set up other parameters, such as item cross references, to control the use of items.

Implementing the Item Master Organization

You define items in one organization. To distinguish it from others, we call it the Item Master organization. Other organizations (child organizations) refer to the Item Master for item definition. After you define an item in the Item Master, you can assign it to any number of other organizations.

There is no functional or technical difference between the Item Master organization and other organizations. However, for simplicity, Oracle recommends that you limit the Item Master to just an item definition organization.

Oracle also recommends that you do not define multiple item masters. This can make item definition and maintenance confusing. In addition, multiple item masters are distinct entities, with no relationship to each other. You cannot associate items in one item master organization with another item master organization. You cannot copy items across item master organizations.

To create the item master

  1. Use the Organization window to create the organization you want to use as the Item Master. See: Creating an Organization, , Oracle Human Resource Management System User's Guide.

  2. Use the Organization Parameters window to specify that organization as the Item Master. See: Defining Organization Parameters.

    This is also where you assign child organizations to the Item Master. The item master organization uses itself as the Item Master.

Related Topics

Item Master Business Example

Overview of Item Setup and Control.

Item Master Business Example

Suppose you have a distribution warehouse and a manufacturing factory. In the warehouse, the item has independent demand and is min-max planned. In the factory, the item is MRP planned and built.

Using an Item Master with a warehouse and a factory as the other organizations, you define the item just once-in the Item Master. Next, you assign the item to both the warehouse and the factory. Finally, you change the planning and build attributes in each organization to describe the different behavior of the items in those organizations. You do not have to change any other information about the item; in fact, because information such as unit of measure, description, and so on is maintained at the Master level, you know it is consistent in each organization.

Related Topics

Implementing the Item Master Organization

Item Attribute Controls

Item attributes are information about an item, such as order cost, lead time, and revision control.

One of the prerequisites for defining items (and assigning values to item attributes) is setting attribute controls.

Control Level

This attribute control type determines whether you have centralized (Master level) or decentralized (Organization level) control of item attributes.

Attributes maintained at the Master level have the same attribute values in each organization in which an item is assigned. For example, you maintain an item's primary unit of measure at the Master level.

Attributes maintained at the Organization level may have different attribute values in different organizations. For example, an item may be min-max planned in a distribution organization but material requirement planning (MRP) planned in a production organization.

Attribute Control Level
Append Organization
Auto-expire ASN Organization
Base Model Master
BOM Item Type Master
Consigned Organization
Container Master
Continuous Inter Organization Transfers Organization
Convergent Supply Consumption Pattern Organization
Cost of Goods Sold Account Organization
Critical Component Organization
Cumulative Total Lead Time Organization
Cumulative Manufacturing Lead Time Organization
Default Grade Organization
Defaulting Organization
Deviation Factor + Organization
Deviation Factor - Organization
Divergent Supply Feeding Pattern Organization
Downloadable Master
DRP Planned Organization
Effectivity Control Master
Electronic Format Master
Encumbrance Account Organization
Engineering Item Master
Equipment Organization
Event Master
Expense Account Organization
Expiration Action Organization
Expiration Action Interval Organization
Fixed Lead Time Organization
Forecast Type for Average Daily Demand Calculation Organization
Format Validation Organization
Grade Controlled Organization
Hold Days Organization
Horizon for Average Daily Usage Calculation Organization
Inventory Planning Method Organization
Lot Divisible Organization
Lot Starting Number Organization
Maturity Days Organization
Maximum Inventory Level Calculation Window Organization
Maximum Inventory Level Days of Supply Organization
Option Specific Sourcing Master
Planner Organization
Planning Exception Set Organization
Postprocessing Lead Time Organization
Prefix Organization
Preprocessing Lead Time Organization
Pricing Organization
Primary Unit of Measure Organization
Processing Lead Time Organization
Release Authorization Required Organization
Reorder Quantity Maximum Days of Supply Organization
Reorder Quantity Maximum Quantity in UOM Organization
Reorder Quantity Selection Fixed Order Quantity Organization
Replenishment Point Selection Minimum Days of Supply Organization
Replenishment Point Selection Minimum Quantity in UOM Organization
Retest Interval Organization
Sales Account Organization
Secondary Unit of Measure Organization
Source Organization Organization
Source Subinventory Organization
Target Inventory Level Calculation Window Organization
Target Inventory Level Days of Supply Organization
Tracking Organization
Under Return Tolerance Organization
Under Shipment Tolerance Organization
Variable Lead Time Organization
WIP Supply Subinventory Organization
Encumbrance Account Organization
Expense Account Organization

Control Level Dependencies

You can change the control level of some attributes in special cases, or in certain circumstances. The following table shows attributes with conditionally updateable control levels and the consequences of changing the attribute control level:

Attribute Updateable To If Consequences
Item Status Master Level No pending statuses exist in any child organization All status attributes under status control or default control are updated
Inventory Asset Value or Costing Enabled Master Level Organization with WIP parameters defined uses itself as the Master Organization for costing. (Cannot point to a different organization for costing when WIP parameters are defined NA
Inventory Asset or Costing Enabled Master Level Item costs are the same across all organizations NA
Inventory Asset Value Master or Organization Level NA Costing Enabled is updated to the same level
All Item Defining Attributes Org Level Default category set for the functional area is maintained at the organization level NA
Source Organization Current Organization Item is MRP planned and source subinventory is non-nettable NA

Item Status Control

Status control describes whether certain status attributes have default values that appear when you assign a status code to an item, and whether status codes control those attribute values after the defaults are assigned to an item.

Note: Item Status Control differs from material status control. Item status control controls the action you can perform on an item, such as purchasing or stocking an item. Material Status controls the transactions you can perform on an item. See Overview of Material Status for more information about material status control.

The status attributes are:

Related Topics

Status Attributes and Item Status Control

Defining Item Attribute Controls

Item Defining Attributes

Relationships Between Attributes

Item-Defining Attributes

An item-defining attribute identifies the nature of an item. What designates an item as an engineering item is the attribute Engineering Item, but what controls the functionality of the item is the collection of attributes that describe it. You can buy an engineering item if you want to; set Engineering Item, Purchased, and Purchasable to Yes.

The following table presents item defining attributes:

Item-Defining Attributes

Functional Area Item Defining Attribute
Oracle Inventory Inventory Item
Oracle Purchasing Purchased, or Internal Ordered Item
Oracle Master Scheduling/MRP and Oracle Supply Chain Planning MRP Planning Method
Oracle Cost Management Costing Enabled
Oracle Engineering Engineering Item
Oracle Order Management Customer Ordered Item
Oracle Service Support Service, or Serviceable Product

When you set an item defining attribute to Yesthe item is automatically assigned to the default category set of the corresponding functional area. For example, if you set Inventory Item to Yes the item is automatically assigned to the default category set for the Inventory functional area.

Related Topics

Defining Default Category Sets

Defining Item Attribute Controls

Status Attributes and Item Status Control

Status attributes enable and disable the functionality of an item over time. Each status attribute allows you to enable the item for a particular use. For example, if you set the status attribute Purchasableto Yes, you can put the item on a purchase order.

The status attributes are related to the item defining attributes. You cannot enable a status attribute if you do not set the corresponding item defining attribute to Yes.

The following table presents status attributes:

Status Attributes

Status Attribute Item Defining Attribute Functional Area / Oracle Product Functionality
Stockable Inventory Item Inventory Enables you to store the item in an asset subinventory.
Transactable Inventory Item Inventory, Order Management, Purchasing, Work in Process Enables you to transact the item in Oracle Inventory, Oracle Order Management, Oracle Purchasing and Oracle Work in Process.
Purchasable Purchased Purchasing Enables you to place the item on a purchase order.
Build in WIP NA Work in Process Enables you to build the item on a discrete job, a repetitive schedule, or both.
Customer Orders Enabled Customer Ordered Item Order Management Enables you to place the item on a sales order.
Internal Orders Enabled Internal Ordered Item Inventory, Order Management, Purchasing Enables you to create an internal sales order for the item
BOM Allowed Inventory Item Bills of Material Enables you to create a bill of material for the item
Invoice enabled Invoiceable Item Receivables Enables you to create an invoice for the item
Recipe Enabled NA Process Manufacturing Enables you to create a recipe or formula for this item in process manufacturing.
Process Execution Enabled Inventory Item Process Manufacturing Enables you to use the item in a production batch as an ingredient, product, or by-product.

You set status control for a status attribute with the Item Attributes Control window.

Interdependencies for Status Attributes

Each status attribute is dependent on the value of at least one other attribute. For example, you cannot set Stockable to Yes if you set Inventory Item to No. The following table presents interdependencies for the status attributes:

Interdependencies for Status Attributes

Attribute Must be set to If
Stockable No
Yes
Inventory Item is set to No
ASL is VMI enabled
Transactable No
Yes
Stockable is set to No
ASL is VMI enabled
Purchasable No Purchased is set to No
Build in WIP No Inventory Item is set to No OR BOM Item Type is NOT set to Standard
Customer Orders Enabled No Customer Ordered Item is set to No
Internal Orders Enabled No Internal Ordered Item is set to No
BOM Allowed No Inventory Item is set to No
Invoice Enabled No Invoiceable Item is set to No
Process Execution Enabled No Inventory Item or Recipe Enabled Flag is set to No

Item Status Control

When defining an item, you can use the item attribute Item Status to control status attribute values. You determine the list of values for the Item Status attribute by defining Item Status codes. An Item Status code has a user-defined set of Yes and No values for the status attributes. The values are applied to the status attributes when you choose an Item Status code when defining an item. For example, assume that you define an Item Status named Prototype with all status attributes set to Yes except for Customer Orders Enabled. Next, you define another item status, Active, with all status attributes set to Yes. In the beginning of a product development cycle, assign the status code Prototype to an item so that you cannot place the item on a sales order. Later, assign the status code Active to allow all functions for the item. See: Defining Item Status Codes.

Use pending statuses to automatically update an item's status on a specified date. For each item, specify a list of pending statuses and the corresponding effective dates. See Defining and Viewing Pending Statuses.

Related Topics

Defining Item Attribute Controls

Relationships Between Attributes

When you define items, Oracle Inventory enforces particular relationships between some of the item attributes:

Required Attribute Values

You must enter values for certain attributes if some related attributes have values as shown in the following table:

Attribute If
Contract Coverage Template Contract Item Type is set to Service or Warranty
Contract Duration Contract Item Type is set to Service or Warranty
Contract Duration Period Contract Item Type is set to Service or Warranty
Demand Time Fence Days Demand Time Fence is set to User-defined
Encumbrance Account Reverse Encumbrance parameter is set to Yes
Expense Account Inventory Asset Value is set to No and Inventory Item is set to Yes
Outside Processing Unit Type Outside Processing Item is set to Yes
Planning Time Fence Days Demand Time Fence is set to User-defined
Planning Time Fence Days Planning Time Fence is set to User-defined
Release Time Fence Days Release Time Fence is set to User-defined
Repetitive Planning MRP Planning Method is set to MPS planning or MRP planning
Service Duration Service Duration Period is not null
Shelf Life Days Lot Expiration (Shelf Life) Control is set to Item shelf life days
Source Organization Replenishment Source Type is set to Inventory or Subinventory.
Starting Lot Number Lot Control is set to Full lot control, and Lot Generation Organization Parameter is set to Item Level
Starting Lot Prefix Lot Control is set to Full lot control and Lot Generation organization parameter is set to Item Level
Starting Serial Number Serial Number Control is set to Predefined serial numbers
Starting Serial Prefix Serial Number Control is set to Predefined serial numbers
Substitution Window Days Substitution Window is set to User Defined

Interdependent Attributes

Certain attribute values depend on other attribute values. For example, Planning Method must be Not Planned if Pick Components is set to Yes. The attribute interdependencies are:

Interdependent Attributes

Attribute Must be If
Activity Source Null Asset Item Type is set to anything other than Asset Activity
Assemble to Order No Pick Components is set to Yes or BOM Item Type is set to Planning
Assemble to Order or Pick Components Yes BOM Item Type is set to Model or Option Class
Asset Activity Cause Null Asset Item Type is set to anything other than Asset Activity
Asset Activity Notification Null Asset Item Type is set to anything other than Asset Activity
Asset Activity Shutdown Type Null Asset Item Type is set to anything other than Asset Activity
Asset Activity Source Null Asset Item Type is set to anything other than Asset Activity
Asset Activity Type Null Asset Item Type is anything other than Asset Activity
AutoCreated Configuration Null Base Model is Null
Base Model Null BOM Item Type does not equal Standard or Pick Components is set to Yes
BOM Allowed No If organization process manufacturing enabled, and tracking is set to primary and secondary.
ATP Components None Pick Components is set to No, and Assemble to Order is set to No, and WIP Supply Type is set to anything other than Phantom
Billing Type Null Contract Item Type is set to anything other than Subscription
Billing Type Not Null Enable Service Billing set to Yes
BOM Item Type Standard Effectivity Control is set to Model / Unit Number
BOM Item Type Model Configurator Model Type is set to container
BOM Model Type No If the organization is process manufacturing enabled, and tracking is set to primary and secondary.
Build in WIP No Inventory Item is set to No or BOM Item Type does not equal Standard
Check ATP Null Contract Item Type is set to anything other than Subscription
Check Material Shortage No Transactable is set to No
Container Type Null Container is set to No
Contract Coverage Template Null Contract Item Type is set to No
Contract Duration Null Contract Item Type is set to No
Contract Duration Period Null Contract Item Type is set to No
Contract Item Type Null or Subscription Inventory Item is set to Yes
Contract Item Type Subscription Subscription Dependency enabled is set to Yes
Create Configured Item, BOM Null If the item is not an ATO model.
Create Fixed Asset Yes Track in Install Base is set to Yes
Costing Enabled Yes Inventory Asset is set to Yes
Customer Ordered No BOM Item Type is set to Planning or Product Family
Customer Ordered No Contract Item Type is Warranty
Customer Orders Enabled Yes Configurator Model Type is set to container
Customer Orders Enabled No Customer Ordered is set to No
Customer Orders Enabled Yes Customer Ordered is set to Yes
Cycle Count Enabled No Contract Item Type is set to anything other than Subscription
Defaulting Fixed, Default, or No Default Tracking is Set to Primary & Secondary
Defaulting Default or No Default Tracking is set to Primary and Pricing is set to Secondary
Default Lot Status Null Lot Status Enabled is set to No
Default Serial Status Null Serial Status Enabled is set to No
Default SO Source Type Internal Ship Model Complete is set to Yes
Demand Time Fence Days null Demand Time Fence is not User-defined
Deviation Factor + Null UOM Dual Control is set to No Control
Deviation Factor - Null UOM Dual Control is set to No Control
Effectivity Control Model / Unit Number Asset Item Type is Asset Group
Expense Account Yes Inventory Asset Value is No and Inventory Item is Yes
Grade N If Lot Control is null
Height Null Dimensions UOM is Null
Inspection Required No Receipt Routing is set to anything other than Inspection
Installed Base Trackable Yes Serviceable is set to shelf Yes and Contract Item Type is set to Null or Subscription
Instance Class Null Contract Item Type is set to anything other than Subscription
Instance Class Null Install Base Trackable is set to No
Internal Ordered No BOM Item Type does not equal Standard
Internal Orders Enabled No Internal Ordered is set to No
Internal Volume Null Container, Vehicle, or Weight UOM are set to Null.
Inventory Item No Contract Item Type is set to anything other than Null or Subscription
Inventory Item Yes Asset Item Type, Default Receiving Subinventory, Default Move Orders Subinventory, Default Shipping Subinventory are set to anything other than Null; or BOM Item Type is set to Product Family,
Invoice Enabled No Invoiceable Item is set to No
Lead Time Lot Size 1 Repetitive Planning is set to Yes
Length Null Dimensions UOM is Null
Lot Status Enabled No Lot Control is set to No Control
Lot Split Enabled No Lot Control is set to No Control
Lot Merge Enabled No Lot Control is set to No Control
Lot Substitution Enabled No Lot Control is set to No Control
Lot Translation Enabled No Lot Control is set to No Control
Match Configuration Null If the item is not an ATO model
Maximum Load Weight Null Container, Vehicle, or Weight UOM is set to Null
Minimum Fill Percentage Null Container and Vehicle are both set to No
Move Order Receipts Subinventory Null Transactable is set to No
Orderable On Web No Customer Orders Enabled is set to No
Outside Processing Item N If Purchased is set to No or if ASL has VMI.
Outside Processing Unit Y Outside Processing Item is Yes
Pick Components No Assemble to Order is set to Yes or BOM Item Type is set to Planning or Planning Method does not equal Not planned
Pick Components Yes Ship Model Complete is set to Yes
Planning Time Fence Days null Planning Time Fence is not User-defined
Planning Method Not Planned Pick Components is set to Yes
Postprocessing lead time 0 (Zero) Make or Buy is set to Make
Purchasable No Purchasing Item is set to No or Contract Item Type is set to anything other than Subscription
Purchasable Yes Default SO Source Type is set to External
Purchasing Tax Code Null Taxable is set to Null
Recovered Part Disposition Null Billing Type is Labor
Release Time Fence Days Null Release Time Fence is not User-defined
Replenishment Point Minimum Quantity Either Maximum Quantity or Fixed Quantity Attributes isenabled.
Replenishment Point Minimum Days of Supply Either Maximum days of Supply of Fixed Quantity is enabled.
Restrict Locators Locators not restricted to predefined list Restrict Subinventories is set to Subinventories not restricted to predefined list or Stock Locator Control is set to Dynamic entry locator control
Restrict Subinventories Subinventories restricted to predefined list Restrict Locators is set to Locators restricted to predefined list
Returnable No Contract Item is set to anything other than Subscription
Safety Stock Method Non-MRP Planned MRP Planning Method is set to Not Planned
Secondary UOM Null UOM Dual Control is set to No Control, or Tracking and Pricing are both set to Primary
Serial Number Generation At Receipt or Predefined Equipment is set to Yes or Effectivity Control is set to Model / Unit Number
Serial Status Enabled No Serial Control is set to No Control
Service Request Null. Disabled, or Inactive Contract Item Type is Service, Warranty, or Usage
Service Importance Level Null Contract Item Type is set to Service
Serviceable Product No Support Service is set to Yes
Shippable No BOM Item Type is set to Planning or Contract Item Type is set to anything other than Subscription
Source Organization Null Inventory Planning Method is set to Vendor Managed
Source Type Null Inventory Planning Method is set to Vendor Managed
Stockable No Inventory Item is set to No
Stockable No Billing Type is Labor or Expense
Stockable Yes ASL is VMI
Stock Locator Control No locator control or Pre- specified locator control Restrict Locators is set to Locators restricted to predefined list
Support Service No Serviceable Product is set to Yes
Taxable Yes Tax Code is set to anything other than Null
Transactable No Stockable is set to No
Transactable No Billing Type is Labor or Expense
Transactable Yes ASL is VMI
Unit Volume Null Volume UOM is Null
Unit Weight Null Weight UOM is Null
Width Null Dimensions UOM is Null
WIP Overcompletion Tolerance Value Null Overcompletion Tolerance Type is set to Null
WIP Supply Locator Null On Organization Parameters window, Locator is set to None or Locator controls is Subinventory Level and Selected WIP Supply Subinventory has Locator Control as None or Locator controls is Subinventory Level, Selected WIP Supply Subinventory has Locator Control as Item Level, and Item Locator Control is None.
WIP Supply Type Phantom BOM Item Type is set to Option Class

Updatable Attributes

You can change the values of some attributes in special cases. The following table shows updatable attributes and the conditions under which you can change their values:

Updatable Attributes

Attribute Updatable If
Asset Item Type yes Approved Supplier list does not have the VMI flag enabled or the Consigned Inventory flag deselected.
ATP Components from No to Yes Assemble to Order equals Yes or Pick Components equals Yes or WIP Supply Type equals Phantom
BOM Item Type No Bill of Material exists or Exists as a component of a BOM or Exists as a substitute component of a standard BOM. Exception: Can change from Product Family for components and substitute components.
Costing Enabled Yes No on-hand quantity exists
Demand Time Fence Days Yes Demand Time Fence equals User-defined time fence
Effectivity Control No If on-hand quantity is greater than 0 or a BOM exists for the item.
Inventory Asset Value Yes No on-hand quantity exists
Locator Control Yes No on-hand quantity exists
Lot Control Yes No on-hand quantity exists
OM Indivisible With a warning OM Indivisible is set to No
OE Transactable from Yes to No No demand exists
Outside Processing Item Yes Approved Supplier list does not have the VMI flag enabled or the Consigned Inventory flag unchecked.
Outside Processing Unit Yes Purchasing Item equals Yes
Planning Time Fence Days Yes Planning Time Fence equals User-defined time fence
Release Time Fence Days Yes Release Time Fence equals User-defined time fence
Reservable Yes No reservations exist for the item
Repetitive Planning Yes Not scheduled by MRP
Reservation Control Yes No demand exists
Revision Control Yes No on-hand quantity exists
Serial Number Control Yes No on-hand quantity exists
Shelf Life Control Yes No on-hand quantity exists
Shippable With a warning If open sales order line exists with a value different from the new value
Stockable Yes Approved Supplier list does not have the VMI flag enabled or the Consigned Inventory flag deselected.
Transactable Yes Approved Supplier list does not have the VMI flag enabled or the Consigned Inventory flag deselected.

Defining Item Attribute Controls

You can choose between centralized and decentralized control of item attributes. The control level you define for an attribute applies to all items. Defining attribute controls does not determine the value of an attribute, only the level at which it is controlled. You assign values to the attributes when you define an item.

Important: Oracle strongly recommends that you create only one Item Master organization. Assign all other organizations to this master. This allows you to associate the same item with a variety of assigned organizations-eliminating the need to replicate identical items between organizations. This documentation assumes you are using a single Item Master.

To define item attribute controls

  1. Navigate to the Item Attribute Controls window.

    the picture is described in the document text

  2. Scan the information displayed in the Group Name and Attribute Name fields to locate the desired attribute.

    The Group Name field displays the name for a group of attributes. Attributes are grouped by function, such as Main, Inventory, and Receiving. When you define or update items, define templates, or view item attributes, you can display the attributes for a particular group. This makes it easier to locate a specific attribute.

  3. Select a control level for the attribute.

    Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations.

    Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute.

    Important: Some attributes can only be set at a specific level. In these cases, you have only one option. See: Master Level vs. Organization Level.

  4. Choose a status setting for each status attribute.

    Defaults Value: Value of this attribute, as defined by the status code, defaults when you assign the status to an item. You can change this default value.

    Not Used: Use neither default nor status control.

    Sets Value: Value of this attribute, as defined by the status code, defaults when you assign the status to an item. Once assigned, you cannot change the default.

  5. Save your work.

Related Topics

Item Attribute Controls

Defining Item Status Codes

Defining Items

Defining Container Types

Container Types are used in defining physical attributes of items.

To define a container type

  1. Navigate to the Container Types window from the menu.

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  2. Enter a unique container type name.

  3. Enter a description of the type.

  4. Save your work.

To make a container type inactive

To delete a container type

  1. You can delete a container type if it has not been used in defining physical attributes for an item.

Related Topics

Physical Attributes Group

Defining Item Status Codes

You can use statuses to provide default values for certain item attributes to control the functionality of an item. When you update the values for a status, all items to which it is assigned are also updated.

Important: When your current organization is not the Item Master organization, the organization is temporarily changed to the Item Master organization until you exit this window. You can use the statuses created here in all defined organizations.

A status code controls certain item attributes designated as status attributes. The status attributes are:

Associated with each status attribute is a Status Setting option. This option determines whether a status attribute value is set by the status code and is not updatable, defaulted and updatable, or not used when you define an item. You choose a Status Setting for a status attribute with the Item Attributes Controls window. You assign a status code to an item when you define the item. See: Status Attributes and Item Status Control.

To define an item status

  1. Navigate to the Status window.

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  2. Enter a unique name for the status code.

  3. For each attribute, use the Value option to indicate the functionality that is controlled by the status code.

  4. Save your work.

To delete an item status

  1. You can delete a status if it has not been used.

To make an item status inactive

  1. Enter the date on which the item status becomes inactive.

    As of this date, you can no longer assign this status to an item. The status remains valid for items to which it is already assigned.

Related Topics

Status Attributes and Item Status Control

Defining Item Attribute Controls

Defining and Viewing Pending Statuses

You can assign one or more pending statuses for an item, to be implemented on future dates. These statuses become effective on their assigned effective dates. You can also view the history of an item status.

To create a pending status

  1. Navigate to the Master Items Summary window and select an item.

  2. Choose Pending Status from the Tools menu to navigate to the Item Status History window.

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  3. Enter the effective date. This is the date on which the pending status becomes effective for the item.

  4. Enter the name of the status to be implemented on the effective date.

  5. Save your work.

To update an item with a pending status

  1. Navigate to the Master Items Summary window and select an item.

  2. Choose Pending Status from the Tools menu to navigate to the Item Status History window.

  3. Select a pending status.

  4. Choose Implement to submit the process.

    Note: You can also submit the request from the All Reports or Pending Status window by entering Update item statuses with pending statuses in Name field. Enter an item and organization (if necessary), and choose Submit.

To view status history

  1. Navigate to the Master Items Summary window and select an item.

  2. Choose Pending Status from the Tools menu to navigate to the Item Status History window.

  3. View the information in the Implemented Date, Effective Date, and status Name fields.

Related Topics

Defining Item Status Codes

Status Attributes and Item Status Control

Defining Picking Rules

You can create picking rules that enable you to sort picks based on criteria that you define for sales orders, process manufacturing batches, or work in process jobs. Oracle Inventory reviews the picking criteria order and the options for each criterion.

After you create a picking rule, you use the rules workbench to assign the rule to a particular item.

To define a picking rule:

  1. Navigate to the Picking Rules window.

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  2. Enter a unique name and description for the rule.

  3. Select the picking restriction. The available choices are sales order, process manufacturing, and work in process.

  4. Enter the shelf life days if applicable. If you enter a value in this field, then the system allocates the material the number of days that you enter in the Shelf Life Days Item Master window field before the lot expires. For example, if an item is set to expire in ten days, and you enter four days in the Shelf Life Days field, then the system allocates the material at least four days before the material expires.

  5. Select Single Lot Allocation, to allocate only a single lot for this rule. If you do not select this check box, the system may use this rule to allocate more than one lot.

  6. Select Partial Allocation Allowed to accept a partial allocation of a lot. If you do not select this check box, then the system allocates only one lot when using this rule.

    Note: Single lot allocation controls whether the system can allocate multiple lots for a particular demand. Partial lot allocation controls whether the system can allocate quantities of a lot less than the total lot quantity available.

  7. Click Customer Spec Match to require quality specification matching.

  8. Select the sort criteria for the rule. You can rank sort criteria to determine the importance level for that criterion. For example a criterion ranked 1 is higher in value than a criterion that is ranked 3. The sort criteria are:

  9. Save your work.

  10. Click Enable to enable the rule.

  11. Click Assignment to open the rules workbench.

To assign a picking rule:

You use the Rules Workbench to assign your picking rule. The rule that you created on the Inventory Picking Rules page appears on the Rules Workbench. The system automatically assigns a sequence number and return type to the rule. You can modify the sequence number, but you cannot modify the return type. You can assign your rule to any combination of criteria the Rules Workbench displays. For example, if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order, you can assign it to an item in the Rules Workbench. This means for picking, the system allocates the lowest lot number of the item in the lowest locator number where the item resides.

the picture is described in the document text

  1. Enter values in any combination of the following fields. These values determine how the system allocates the material according to the rule that you created. For example if you created a rule that allocates lots based on FIFO, you can assign that rule to a particular customer, so that material you pick for that customer is allocated based on FIFO.

  2. Click Enabled to enable the rule for the given set of criteria.

    Note: You can only modify disabled rules.

  3. Save your work.

Related Topics

Overview of Item Setup and Control

Describing the Rules Workbench, Oracle Warehouse Management User's Guide

Defining Item Types

The User Item Type item attribute is a QuickCode you use when you define an item. You can use the types provided by Oracle Inventory or create your own.

To define your own item types

  1. Navigate to the Item Type QuickCodes window. The User access level is selected indicating you can add or modify QuickCodes without restriction.

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  2. Enter a unique alphanumeric code describing the item type. You can define a maximum of 250 QuickCodes for a single QuickCode type.

    You cannot change the values in this field after saving them. To remove an obsolete QuickCode you can either disable the code, enter an end date, or change the meaning and description to match a replacement code.

  3. Enter the meaning of the item type. Inventory uses this value in the list of values for the User Item Type item attribute in the Items window.

  4. Optionally, enter from and to effective dates.

    If you enter an Effective From date you cannot use the item type before this date. If you leave this field blank, the item type is valid immediately.

    If you enter an Effective To date you cannot use the item type after this date. Once an item type expires, you cannot define items using the item type, but can query items that already use the item type. If you do not enter an end date, your item type is valid indefinitely.

  5. Indicate whether the item type is enabled. An item type must be enabled before you can define items using the item type. If you disable an item type you cannot use it to define items but can query items that already use this item type.

  6. Save your work.

Related Topics

Main Attribute Group

Overview of Item Setup and Control.

Application Utilities Lookups and Application Object Library Lookups , Oracle Applications User's Guide

Item Templates

Templates are defined sets of attributes that you can use over and over to create many similar items. Templates make initial item definition easier. Oracle recommends that you use templates-either those Oracle provides or those you define-when you define your items.

Templates Shipped by Oracle

The following four tables describe the templates provided by Oracle. Each table shows a different set of templates.

Templates Table One

Attribute Model Opt Class Item FG Kit
Assemble to Order Yes Yes Yes No No
BOM Item Type Model Option Class Standard Standard Standard
BOM Allowed Yes Yes Yes Yes Yes
Build in WIP - - Yes Yes -
Costing Enabled Yes Yes Yes Yes Yes
Customer Ordered Item Yes Yes Yes Yes Yes
Customer Orders Enabled Yes Yes Yes Yes Yes
Forecast Control Consume and Derive Consume and Derive Consume and Derive Consume and Derive Consume and Derive
Include in Rollup Yes Yes Yes Yes Yes
Inventory Asset Value Yes Yes Yes Yes Yes
Inventory Item Yes Yes Yes Yes Yes
Invoiceable Item Yes - Yes Yes Yes
Invoice Enabled Yes - Yes Yes Yes
MRP Planning Method MPS Planning MRP Planning MRP Planning MPS Planning Not Planned
Make or Buy Make Make Make Make Make
OE Transactable Yes Yes Yes Yes Yes
Outside Processing Item - - - - -
Pick Components No No No No Yes
Purchased No No No No No
Purchasable - - - - -
Reservation Control - - Reservable Reservable -
Rounding Control - - Round order quantities Round order quantities -
Ship Model Complete Yes - - - -
Shippable - - Yes Yes -
Stockable - - Yes Yes -
Transactable - - Yes Yes -
User Item Type ATO model ATO option class ATO Item FG K
WIP Supply Type Assembly pull Phantom Push Push Assembly Pull

Templates Table Two

Attribute Outside Processing Item PTO Model PTO op class Phantom Planning
Assemble to Order No No No No No
BOM Item Type Standard Model Option Class Standard Planning
BOM Allowed - Yes Yes Yes Yes
Build in WIP - - - - Yes
Costing Enabled - Yes Yes Yes -
Customer Ordered Item No Yes Yes No -
Customer Orders Enabled - Yes Yes - -
Forecast Control - Consume and Derive Consume and Derive - -
Include in Rollup - Yes Yes Yes -
Inventory Asset Value - Yes Yes Yes -
Yes
Inventory Item No Yes Yes Yes Yes
Invoiceable Item - Yes - - -
Invoice Enabled - Yes - - -
MRP Planning Method MRP Planning Not Planned Not Planned MRP Planning Not Planned
Make or Buy - Make Make Make -
OE Transactable - Yes Yes Yes -
Outside Processing Item Yes - - - -
Pick Components No Yes Yes No No
Purchased Yes No No No No
Purchasable Yes - - - -
Reservation Control - - - - -
Rounding Control - - - - -
Ship Model Complete - Yes - - -
Shippable - - - - -
Stockable - - - - -
Transactable - - - - -
User Item Type OP PTO Model PTO Optional Class PH PL
WIP Supply Type Supplier - Phantom Phantom -

Templates Table Three

Attributes Purchased Item Reference Item Sub Supply Item Freight Product Family
Assemble to Order No No No No - No
ATP Components - - - - - No
BOM Item Type Standard Standard Standard Standard - Product Family
BOM Allowed Yes - Yes Yes - Yes
Build in WIP - - Yes - - No
Check ATP - - - - - None
Costing Enabled Yes - Yes - - Yes
Customer Ordered Item Yes Yes No No No No
Customer Orders Enabled Yes - - - Yes No
Cycle Count Enabled - - - - - No
Engineering Item - - - - - No
Forecast Control Consume and Derive - Consume and Derive - - -
Include in Rollup Yes - Yes - - No
Internal Ordered Item - - - - - No
Internal Orders Enabled - - - - - No
Inventory Asset Value Yes - Yes - - Yes
Inventory Item Yes No Yes Yes - Yes
Invoiceable Item Yes - - - Yes No
Invoice Enabled Yes - Yes - Yes No
Make or Buy Buy - Make Buy - Make
MRP Planning Method MRP Planning Not Planned MRP Planning Not Planned - Not Planned
OE Transactable Yes - Yes - - No
Outside Processing Item - - - - - No
Pick Components No No No NO - No
Primary UOM - - - - - Each
Purchasable Yes - - Yes - No
Purchased Yes No No Yes - No
Release Time Fence - - - - - Do not Autorelease
Reservation Control Reservable - - - - -
Rounding Control Round order quantities - Round order quantities - - -
Serviceable Product - - - - - No
Ship Model Complete - - - - - -
Shippable Item Yes - - - Yes No
Stockable Yes - Yes Yes - No
Support Service - - - - - No
Transactable Yes - Yes Yes Yes No
Use Approved Supplier - - - - - No
User Item Type P REF SA SI Freight Product Family
Warranty - - - - - No
WIP Supply Type Assembly pull - Operation pull Bulk - -

Templates Table Four (Flow Finished Good Item Template)

Attribute Value Control Level
Primary Unit of Measure Each Master
User Item Type Subassembly Organization
Item Status Active Master
Conversions Both Standard and Item Specific Master
Inventory Item Enabled Master
Stockable Enabled Master
Transactable Enabled Master
Revision Control No Master
Reservable Enabled Organization
Lot Control No Organization
Cycle Count Enabled Yes Organization
Negative Measurement Error No Master
Positive Measurement Error No Master
Serial Number Generation User Defined Organization
Starting Serial Prefix User Defined Organization
Locator Control Dynamic Entry Organization
Restrict Subinventories No Organization
Restrict Locators No Organization
BOM Allowed Yes Master
BOM Item Type Standard Master
Base Model No Master
Costing Enabled Yes Organization
Inventory Asset Value No Master
Include in Rollup Yes Organization
Cost of Goods Sold Account No Organization
Standard Lot Size 1 Organization
Purchased Yes Master
Purchasable Yes Master
Use Approved Supplier No Organization
Allow Description Update Yes Organization
RFQ Required No Organization
Outside Processing Item No Organization
Outside Processing Unit Type No Organization
Taxable No Organization
Receipt Required (Three-Way Invoice Matching) Yes Organization
Inspection Required (Four-Way Invoice Matching) No Organization
Default Buyer NA Organization
Unit of Issue NA Organization
Receipt Close Tolerance User Defined Organization
Invoice Close Tolerance NA Organization
UN Number NA Organization
Hazard Class NA Organization
List Price NA Organization
Market Price NA Organization
Price Tolerance NA Organization
Rounding Factor NA Master
Encumbrance Account NA Organization
Expense Account NA Organization
Receipt Date Action NA Organization
Days Early Receipt Allowed NA Organization
Days Late Receipt Allowed NA Organization
Over-Receipt Quantity Control Action Warning Organization
Over-Receipt Quantity Tolerance NA Organization
Allow Substitute Receipts Yes Master
Allow Unordered Receipts Yes Organization
Allow Express Transactions Yes Organization
Receipt Routing Direct Delivery Organization
Enforce Ship-to Warning Organization
Container Yes Master
Inventory Planning Method Not Planned Organization
Planner NA Organization
Make or Buy Make Organization
MRP Planning Method MRP and DRP Planning Organization
End Assembly Peggin End Assembly / Soft Pegging Organization
Calculate ATP Yes Organization
Planning Time Fence Cumulative Total Lead Time Organization
Demand Time Fence Item Total Lead Time Organization
Fixed 0 Organization
Variable 0 Organization
Lead Time Lot Size Yes Organization
Build in WIP Yes Organization
WIP Supply Type Assembly Pull Organization
Customer Ordered Yes Master
Customer Orders Enabled Yes Master
Internal Ordered Yes Master
Internal Orders Enabled Yes Master
Shippable Yes Master
OE Transactable Yes Master
Check ATP None Master
ATP Rule Standard Master
Returnable Yes Master
RMA Inspection Required Yes Master
Collateral Item No Master

User-defined Templates

You can also define your own templates using the Item Templates window. Note that the window does not validate any of the template attributes. In other words, you can define a template with contradictory attributes. Only when you use a template to define an item does Inventory verify that the attributes are valid for a given item. If you cannot update an item attribute the value from the template is not applied. If a combination of attributes is invalid a warning appears when you save the item.

You can enable or disable the attribute value for each attribute in a template. When you use a template, it applies only the enabled attributes for that particular template.

Copying Templates

To make defining templates easier, you can use the Copy From function on the Tools menu in the Item Templates window. This opens the Copy Template modal window, where you can copy attributes from one or more attribute groups to a new template. You can also create a hybrid template by copying attributes from multiple templates. See: Copying Item Templates.

Using Templates

You specify the template to use when you define or update an item. All updatable attributes you assigned to the template appear in the current item definition. You can then change the attributes as appropriate for the item you are defining.

If you specify a template name for an existing item, the template overwrites existing attributes. You can apply as many templates as you want to an existing item. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (such as the Primary Unit of Measure, which is never updatable). For example, you define a new item and apply a template that has the Primary Unit of Measure = EACH and Cycle Count Enabled = YES. Then you apply a new template with Primary Unit of Measure = DOZ, Cycle Count Enabled = NO, and Carrying Cost Percent = 3. The attribute values are now: Primary Unit of Measure EACH, Cycle Count Enabled NO, and Carrying Cost Percent 3.

Also, a template does not update status attributes when the values are conflicting. For example, if an item is transactable and stockable, a template cannot change Transactable to Yes if it leaves Stockable equal to No.

Organization-Specific Templates

You can create templates that are specific to one organization. You can use an organization specific template only if you are in that particular organization. If the specific organization is not the Item Master organization, you may use that template only in the Organization Items window and only attributes controlled at the Organization level are updated.

For organization specific templates, some attributes, such as the planner, may be tied to the organization. For this reason, you cannot change the organization specified in the template once the template has been defined.

Related Topics

Defining Item Templates

Defining Items

Overview of Item Setup and Control.

Product Families, Oracle Bills of Material User's Guide

Defining Item Templates

A template is a defined set of attribute values. When you apply a template to an item, you overlay or default in the set of attribute values to the item definition.

You can apply the same or different templates to an item multiple times. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (for example, the Primary Unit of Measure, which is never updatable).

For example, you define a new item and apply a template that has the Primary Unit of Measure = EACH and Cycle Count Enabled = YES. Next, you apply a new template with Primary Unit of Measure = DOZ, Cycle Count Enabled = NO, and Carrying Cost Percent = 3. The attribute values are now: Primary Unit of Measure EACH, Cycle Count Enabled NO, and Carrying Cost Percent 3.

To define item templates

  1. Navigate to the Item Templates Summary folder window.

  2. Choose New to navigate to the Item Template window.

    the picture is described in the document text

  3. Enter a unique name and description for the template.

  4. Indicate whether the template is restricted to use by only one organization. If you leave the organization code blank, you can use the template in any organization.

    Note: When you enter an organization code, some attributes, such as the planner, may be tied to the organization. For this reason, you cannot change the organization once the template has been defined.

  5. Select an tabbed region to display attributes and values for an item attribute group.

  6. Enter a value for those attribute you want to include in the template.

    For non-mandatory item attributes, you can enter blanks (spaces) for the value or leave null. When you next apply this template to an item, the spaces overwrite any existing attribute value.

  7. Indicate whether an attribute is enabled for this template.

    Important: If you enable a status attribute, its value will not be applied to the item if the status attribute is under status control. See: Defining Item Status Codes.

  8. Save your work.

Related Topics

Defining Items

Item Templates

Item Attribute Controls

Status Control

Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide

Copying Item Templates

Use the Copy Template window to copy attributes from existing templates to a new template.

Important: Templates created with this function are not validated until you apply them to an item.

To copy item templates

  1. Enter a new template and description in the Item Templates window. Optionally select an organization; otherwise, you will be able to copy templates for all organizations.

  2. Choose Copy From on the Tools menu to open the Copy Template modal window.

  3. Select the template from which you want to copy attributes.

  4. Select the copy mode:

    Overwrite - All selected attribute values, including Null, are copied.

    Append - Only attributes which are null in the target template are copied. This mode is applicable only when you have already copied attributes from one template.

    Overwrite Not Null - All selected attribute values, excluding Null, are copied.

  5. Deselect any attribute groups for which you do not want attributes copied.

  6. Select Apply to copy the attributes. This leaves the Copy Template window open so that you can copy attributes from another template.

  7. Select Done to close the Copy Template window when you have copied all desired attributes.

Related Topics

Item Templates

Defining Item Templates

Item Attribute Controls

Defining Items

Defining Cross-Reference Types

Cross-reference types define relationships between items and entities such as old item numbers or supplier item numbers.

For example, you can create a cross-reference type Old to track the old item numbers, and a type Supplier to track supplier part numbers.

To define a cross-reference type

  1. Navigate to the Cross-Reference Types window.

  2. Enter a unique cross-reference type name.

  3. Save your work.

To make a cross-reference type inactive

  1. Enter the date on which the cross-reference type becomes inactive.

    As of this date, you cannot assign this cross-reference type to an item.

To delete a cross-reference type:

  1. You can delete a cross-reference if it has not been used by any item.

To assign a cross-reference type:

  1. Choose the Assign button. See: Assigning Cross-Reference Types.

Related Topics

Defining Items

Assigning Cross-Reference Types

Overview of Item Setup and Control.

Assigning Cross-Reference Types

You can assign multiple cross-reference types to an item.

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To assign cross-references types to items from the Cross-Reference Types window

  1. Navigate to the Cross-Reference Types window.

  2. Select the cross-reference you want to assign.

  3. Choose Assign to navigate to the Assign Cross-References window.

  4. Enter an item.

  5. Indicate whether the cross-reference applies only in the specified organization or to all organizations to which the item is assigned.

  6. You can optionally enter a unit of measure for the cross-referenced entity if the cross-reference type is Item GTIN Code. You can select any UOM that is permissible in a transaction.

  7. Enter the name of the organization to which the cross-reference applies.

    If you select Applicable To All Organizations, this field is skipped.

  8. Enter a cross-reference value.

    This value is the entity you cross-reference to the item, such as its old item number or supplier part number.

  9. Save your work.

To assign cross-references types to items from the Master Items Summary window:

  1. Navigate to the Master Items Summary window.

  2. Select an item.

  3. Choose Cross References from the Tools menu.

  4. Enter the cross-reference type name.

  5. Indicate whether the cross-reference applies only in the specified organization or to all organizations to which the item is assigned.

  6. Enter the name of the organization to which the cross-reference applies.

    If you select Applicable To All Organizations, this field is skipped.

  7. Enter a cross-reference value.

    This value is the entity you cross-reference to the item, such as its old item number or supplier part number.

  8. Save your work.

Related Topics

Defining Items

Defining Cross-Reference Types

Overview of Item Setup and Control.

Defining Commodity Codes

Customer Item Commodity Codes are used to group customer items and can be entered during the definition of customer items.

To define a commodity code

  1. Navigate to the Customer Item Commodity Codes window from the menu. When you open the window, Inventory displays the existing commodity codes.

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  2. Enter a unique commodity code name.

  3. Enter a description of the code.

  4. Save your work.

To make a commodity code inactive

  1. Enter the date on which the commodity code becomes inactive. As of this date, you cannot assign this code to a customer item.

To delete a commodity code:

  1. You can delete a commodity code if it has not been used in a customer item.

Related Topics

Defining Customer Items

Defining Customer Items

Use the Customer Items Summary and Customer Items Detail windows to define and update customer items. You can toggle between these windows with the Summary/Detail option in the Go option on the Toolbar. You can cross reference customer items to your Oracle Inventory items to support processing orders and shipments. See: Defining Customer Item Cross References.

To find customer items

  1. Navigate to the Find Customer Items window by selecting Customer Items from the menu.

  2. Enter selection criteria. Note that you can enter a specific Address Category or Address only if you have entered a customer.

  3. Select the Find button to open the Customer Items Summary window.

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To define customer items

  1. Enter the Customer Item number and description.

  2. Select one of the existing Customer Names (in the Details window, you can use either Customer Name or Customer Number,). See: Creating a Customer, Oracle Receivables User's Guide.

  3. Select the Definition Level: Customer, Address Category, or Address.

    A customer item defined at the Customer level is recognized across all address and address categories for that customer. If you ship an item to multiple customer ship-to sites that have been grouped as an address category, you can define the customer item for that address category. You would define a customer item at the address level if you ship the item to only one ship-to site for that customer.

  4. For the Address Category definition level, enter the address category. See: Creating an Account Site, Oracle Receivables User's Guide.

  5. For the Customer Address definition level, enter the customer address.

  6. In the Commodity tabbed region, you can assign the customer item to a Commodity Code. See: Defining Commodity Codes.

  7. In the Container tabbed region, you can enter the default master and detail containers for this customer item as well as the minimum fill percent for the container. See: Defining Container Types.

  8. In the Model, Departure Planning tabbed region, you can reference a customer item as when the item is a Customer Item that belongs to the same Customer and the BOM Item Type attribute is set to Model. See: Bills of Material Attribute Group.

    You can also check Required to indicate that items must be departure planned before they released and Before Build to indicate that ATO items must be departure planned before they are built.

  9. In the Demand Tolerances, Active tabbed region, you can enter positive and negative tolerance percentages and select or deselect the Active check box.

  10. Save your work.

To open the Customer Items Details window

  1. To facilitate information entry, you can select the Open button in the Customer Items Summary window to open the Customer Items Details window, where you can enter any of the information in the Customer Items Summary window.

To activate or deactivate customer items

  1. Select or deselect the Active checkbox in the Customer Items Detail window or in the Demand Tolerances Active tabbed region in the Customer Items Summary window.

To set defaults:

  1. Choose the Set Defaults button to open the Customer Item Defaults window. See: Setting Customer Item Defaults.

To define a customer item cross reference:

  1. Choose the Cross Reference button. See: Defining Customer Item Cross References.

    Note: The profile is used to determine whether the customer item can be updated.

Related Topics

Defining Items

Overview of Item Setup and Control.

Setting Customer Item Defaults

Use the Customer Items Defaults window to set customer item defaults.

To set customer item defaults

  1. Navigate to the Customer Items Defaults window by selecting Customer Items from the menu.

  2. Enter the Customer Name.

  3. Select the customer item Level. At the Address Category level, you can also set the Address Category. At the Address level, you can also set the Address

To use current values

  1. Select the Current Value button to use the values of the current record in the Customer Items Summary window.

To clear information

  1. Select the Clear button to clear all information but remain in this window.

To cancel default entry

  1. Select the Cancel button to clear all information and return to the Customer Items Summary window.

To accept the entered defaults

  1. Select the OK button to accept the entered defaults and return to the Customer Items Summary window.

Defining Customer Item Cross References

Use the Customer Item Cross References window to define and update cross references between your inventory items and the customer item numbers defined in the Customer Items Summary/Detail windows. See: Defining Customer Items.

To find customer item cross references

  1. Navigate to the Find Customer Item Cross References window by selecting Customer Item Cross References on the menu.

  2. Enter selection criteria to restrict the search. You can select the Clear button to clear all selection criteria.

  3. Select the Find button.

To define customer item cross references

  1. Navigate to the Customer Item Cross References window by selecting the New button in the Find Customer Item Cross References window.

    You can also navigate to this window by selecting the Cross Reference button in the Customer Items Summary window. Inventory displays the existing cross references for the customer item on the current line in the Customer Items Summary window, and you can add new cross references by selecting a new row.

    the picture is described in the document text

  2. Enter the customer item number. The current customer is displayed if you navigated to this window from the Customer Items Summary window.

  3. Enter the inventory item number for which you want to establish a cross reference to the customer item number.

  4. Enter the Rank as a positive number. To permit alternate or substitute inventory items for a customer item, you can define multiple cross references to inventory items for a single customer item. In these cases, you must specify the Rank of the cross reference. The highest rank is 1.

  5. Deselect Active to deactivate the cross reference.

  6. Save your work.

To update customer item cross references

  1. Navigate to the Customer Item Cross References window by selecting the Find button in the Find Customer Item Cross References window. Inventory displays all existing cross references that meet your selection criteria.

    You can also navigate to this window by selecting the Cross Reference button in the Customer Items Summary window. Inventory displays the existing cross references for the customer item on the current line in the Customer Items Summary window.

  2. You can update the Customer Item, Item, Rank, and Active checkbox.

To activate or deactivate a cross reference:

  1. Select or deselect Active.

Related Topics

Defining Customer Items

Defining Items

Overview of Item Categories

You can use categories and category sets to group your items for various reports and programs. A category is a logical classification of items that have similar characteristics. A category set is a distinct grouping scheme and consists of categories.

The flexibility of category sets allows you to report and inquire on items in a way that best suits your needs.

Related Topics

Copying Items with Category Assignments

Overview of Item Setup and Control

Overview of Items

Item Category Flexfield Structures

You can define multiple segment structures for the Item Categories Flexfield. Each segment structure may have its own display prompts and fields.

When you install or upgrade Oracle Inventory or Oracle Purchasing, Oracle provides two category flexfield structures by default: Item Categories and PO Item Category.

Each segment structure can display prompts and fields that apply specifically to a particular naming convention. For example, you might want one of your category sets to use two segments for the names of categories. Another item grouping scheme might use just one segment for the names of categories. You choose a flexfield structure for every category set and category that you define.

Related Topics

Overview of Item Categories

Defining Key Flexfield Segments, Oracle Appilications Flexfields Guide

Defining Categories

You can define an unlimited number of categories and group subsets of your categories into category sets. A category can belong to multiple category sets. You can assign a category to a category set either at the time you define a category set or at the time you assign an item to the category.

To define a category

  1. Navigate to the Categories window.

  2. The Find Categories window appears. Choose New.

    the picture is described in the document text

  3. Enter a structure name.

    If you choose a multi-segment flexfield structure you can assign a specific meaning to each segment. For example, if you want to group items according to product line and product information then you can use the first segment to represent product line and the second segment to represent the product. See: Item Category Flexfield Structures.

    Important: The categories assigned to a category set must have the same flexfield structure as the set itself. This is true even if you choose not to validate the category list.

  4. If you have set up your flexfield segment as No Validation required, you can enter a unique category name.

  5. Optionally, enter a category Description.

  6. Select Enabled to enable the category.

  7. Select Viewable by Supplier to allow suppliers to see the category in iSupplier Portal.

  8. Save your work.

To make a category inactive

  1. Enter the date on which the category becomes inactive.

    As of this date, you can no longer assign the category:

Related Topics

Defining Category Sets

Overview of Item Categories

Supplier Registration, Oracle Internet Supplier Portal Implementation Guide

Creating and Maintaining Local Content, Oracle iProcurement Implementation Guide

Defining Category Sets

You can use categories and category sets to group items for various reports and programs.

Note: Category sets may be used as a means to develop custom lists of items on which to report and sort. You can also create other category sets such as John's Priority or Jane's Priority, with categories like high, medium, and low.

The category set Inventory is seeded when you install Oracle Inventory. The category set Purchasing is seeded when you install Oracle Purchasing.

If you plan to use Order Management's group pricing functionality with item categories, you must add the categories to the Order Entry category set.

Important: You must use this window to define valid categories for each purchasing category set before you can use Oracle Purchasing.

To define a category set

  1. Navigate to the Category Set window.

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  2. Enter a unique category set name.

  3. Enter a description.

  4. Enter a flexfield structure.

    Note: The categories you assign to a category set must have the same flexfield structure as the set itself. This is true even if you choose not to validate the category list.

  5. Select a control level.

    Master Level: Item assigned to this category set has the same category value in all organizations where it is assigned.

    Org Level: Item assigned to this category set may have a different category value in each organization where it is assigned.

  6. Select a default category.

    This is the default category used when assigning an item to the category set. For example, a category set may have a default category called New. After an item is assigned to New, you can override the default category and choose another relevant category for each item.

  7. Indicate whether to enable an item to be assigned to multiple categories within this category set.

    If you enable this feature, you can assign an item to multiple categories within a category set. For example, you may define a Hazard category set. In this case, an item may be assigned to both the Poison and Corrosive categories.

    Note: Enable this feature to create cartonization groups. See: Cartonization

    Note: For cost management purposes, Oracle recommends having a separate category set, with this feature disabled, for costing fixed assets. Costing functionality does not permit an item to be associated with multiple categories within a category set.

  8. Indicate whether to enforce the list of valid categories.

    If you do not enable this feature, you can assign an item to any category defined that uses the same flexfield structure as this category set.

    If you enable this feature, you can assign an item only to those categories defined as valid categories for this category set.

    If the enforce list of categories assignment checkbox is not checked, then all of the categories associated to the category set for purchasing are displayed in the LOV on the Enter PO window.

    if the enforce list of categories assignment is checked, only the categories defined in the table are available in the category LOV on the enter PO window.

  9. Select a list of valid categories.

    The list of values here includes only categories that use the same flexfield structure as the category set you are defining.

  10. Save your work.

To assign people to categories

The category people window is available to you if you have the edit category people privilege. Category people allows you to secure access to items that are assigned to a particular category. For example you can restrict who can view the sales reports for a particular set of items.

  1. Select Category People from the Category Sets window.

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  2. Select the desired Item Category from the list of values.

  3. Select the desired Person/Group from the list of values.

  4. Enter the desired From date, or accept the default system date.

  5. Enter a To date if applicable.

  6. Repeat steps 2-5 to assign more categories as needed.

  7. Save your work.

  8. Select Done.

To assign items to categories:

  1. Choose the Assign button. See: Assigning Items to Categories.

Related Topics

Defining Default Category Sets

Overview of Item Categories

Cartonization

If you have Oracle Warehouse Management installed, and you have cartonization enabled for your organization (See: Defining Warehouse Parameters, Oracle Warehouse Management User's Guide), you can create a category set for grouping contained items and their allowable containers.

An item may be assigned to many cartonization groups. A cartonization group may contain many containers and many contained items. An item is assigned to a cartonization group as either a container or a contained item. See, Cartonization Setup Steps, Oracle Warehouse Management Implementation Guide.

Related Topics

Defining Category Sets

Overview of Item Categories

Assigning Items to Categories

Defining Default Category Sets

When you install Oracle Inventory, you must assign a default category set to each of the following functional areas: Inventory, Purchasing, Order Management, Costing, Engineering, and Planning. Product Line Accounting is seeded with the Inventory category set. Inventory makes the default category set mandatory for all items defined for use by a functional area. If your item is enabled for a particular functional area you cannot delete the item's corresponding default category set assignment. Default category sets are required so that each functional area has at least one category set that contains all items in that functional area.

You can enable an item for each functional area by using that functional area's item defining attribute. An item defining attribute identifies the nature of an item. For example, what designates an item as an “engineering item" is the attribute Engineering Item. If a functional area's item defining attribute is controlled at the Organization level, then that functional area may only have an Organization level default category set.

You set the item defining attribute when you define the item. The following table presents item defining attributes:

Item Defining Attributes

Functional Area Item Defining Attribute Enabling Value
Inventory Inventory Item Yes
Purchasing Purchased Yes
Purchasing Internal Ordered Item Yes
Master Scheduling/ MRP MRP Planning Method MRP Planning, MPS Planning
Cost Management Costing Enabled Yes
Engineering Engineering Item Yes
Order Management Customer Ordered Item Yes
Service Support Service, or Yes
Service Serviceable Product Yes
Product Line Accounting none n/a

When you enable an item for a certain functional area, Oracle Inventory automatically assigns the item to the default category set of that functional area and the default category of that set. For example, if you set Inventory Item to Yes, then Inventory automatically assigns the item to the Inventory functional area's default category set and default category.

You may change a functional area's default category set under certain conditions. You should ensure that every item within the functional area belongs to the new default category set (which replaces the existing default category set). If the item defining attribute of the functional area is controlled at the Organization level then the new default category set should also be controlled at the Organization level.

Prerequisites

To define a default category set

  1. Navigate to the Default Category Sets window.

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  2. Select the category set to use as the default for the functional area.

    Oracle Inventory also makes this category set mandatory for all items defined for use by the functional area.

    You should not change the Purchasing category set after you have created requisition or purchase order lines using the categories.

    Note: Product Line Accounting is enabled when you assign a default category set.

    Note: The category set Product, is a seeded category set. It is the default category set for the Product Reporting functional area. The system automatically assigns this category to customer ordered or internal ordered items.

  3. Save your work.

Related Topics

Assigning Items to Categories

Overview of Item Categories

Item Defining Attributes

Assigning Items to Categories

Prerequisites

When you enable an item in a functional area, the item is assigned to the default (mandatory) category set and default category of the functional area. You can override the category set's default category. In addition, you can manually assign your item to an unlimited number of category sets. You may optionally assign an item to more than one category within a category set based on the category set definition. For more information see: Defining Category Sets

To assign an item to a category from the Category Set window

  1. Navigate to the Category Set window. See: Defining Category Sets.

  2. Enter a category set.

  3. Choose Assign. The Item Assignment window appears.

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  4. Select the item from the current organization to assign to the category.

  5. Select a category.

    The list of values contains categories with the same flexfield structure as the category set you selected in the Category Set window. If Enforce the list of valid categories is selected the list is limited to those categories.

  6. Save your work.

To assign an item to a category from the Item windows

  1. Navigate to the Master Items Summary or Organization Items Summary window.

  2. Select an item.

  3. Choose Categories from the Tools menu.

    The item you selected appears at the top of the Category Assignment window.

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  4. Select a category set

  5. Select a category.

    The list of values contains categories with the same flexfield structure as the category set you selected. If Enforce the list of valid categories is selected the list is limited to those categories.

  6. Save your work.

Related Topics

Defining Category Sets

Defining Items

Copying Items with Category Assignments

When you assign your item to another organization Oracle Inventory copies Master level category sets, Organization level default category sets, and the associated categories assigned in the Item Master organization. This means that if you manually assign an Organization level category set to the item in the Master organization, Inventory does not copy over that Organization level category set when you assign that item to another organization.

After assigning an item to another organization you can disable the item for one or more functional areas in the new organization. However, Inventory does not remove the corresponding functional area's default category set. For example, you may have set the value of the Purchased attribute to "Yes" when you defined the item in the item master organization. When you assign this item to another organization Inventory copies over the "Yes" value of the Purchased attribute and therefore assigns the default category set of the purchasing functional area. In the new organization you may decide to set the value of the Purchased attribute to "No." After you disable the item for the purchasing functional area in the new organization, the item still retains the purchasing default category set. You may manually delete the purchasing category set in the new organization.

If you copy an item from another item with category sets defined at the Organization level, Inventory assigns the new item the default categories of the mandatory category sets, even if the original item did not have the default categories. This is because Inventory copies the values of the item defining attributes and not the category sets and categories themselves.

Related Topics

Overview of Item Categories

Examples Overview

The following example from the computer manufacturing industry illustrates the use of category sets. The company makes personal computers by using manufactured and purchased components. The following tables show a bill of material for each of two computers that the company produces.

Level Item Item Description Source
1 CM2345 Laptop Computer Assembled
. 2 CM2346 Keyboard Purchased
. 2 CM2347 486 Processor Purchased
. 2 CM2348 Active Matrix Screen Assembled
. . 3 CM2349 Monitor Manual Purchased
. 2 CM2350 DOS Operating System Purchased
Level Item Item Description Source
1 CM2351 Desktop Computer Assembled
. 2 CM2352 Desktop Keyboard Purchased
. 2 CM2353 Pentium Processor Purchased
. 2 CM2354 VGA Monitor Assembled
. . 3 CM2355 Monitor Manual Purchased
. 2 CM2356 UNIX Operating System Purchased

This computer manufacturing company has several functional areas including: planning, purchasing, and inventory. With Oracle Inventory's category sets, each functional area can use its own unique way of classifying items.

Related Topics

Planning Example

Purchasing Example

Inventory Example

Unlimited Additional Category Sets

Planning Example

The planning department might want to group items according to product and product line. You can define a two segment structure for the item categories flexfield with the first segment representing the product and the second segment representing product line. You can use the two segment flexfield structure to define a category set called Planner's Set with categories like assembly-prod1, subassembly-prod2 and raw material-prod3. You can designate Planner's Set to be the default (mandatory) category set of the planning functional area.

In the bills of material shown in the Examples Overview, the top level items might be MPS planned items and the rest MRP planned items since this is a manufacturing company. When you define each item you can set the item defining attribute MRP Planning Method to be either MRP Planning or MPS Planning. Oracle Inventory automatically assigns the Planner's Set category set and the associated default category assembly-prod1 to each of these items. The following table shows category assignments within the Planning default category set.

Item Item Description Planning Default (Mandatory) Category Set Category
CM2345 Laptop Computer Planner's Set assembly-prod1
CM2346 Keyboard Planner's Set subassembly-prod2
CM2347 486 Processor Planner's Set subassembly-prod2
CM2348 Active Matrix Screen Planner's Set subassembly-prod2
CM2349 Monitor Manual Planner's Set subassembly-prod2
CM2350 DOS Operating System Planner's Set subassembly-prod2
CM2351 Desktop Computer Planner's Set assembly-prod1
CM2352 Desktop Keyboard Planner's Set subassembly-prod2
CM2353 Pentium Processor Planner's Set subassembly-prod2
CM2354 VGA Monitor Planner's Set subassembly-prod2
CM2355 Monitor Manual Planner's Set subassembly-prod2
CM2356 UNIX Operating System Planner's Set subassembly-prod2

In Oracle Master Scheduling/MRP and Oracle Supply Chain Planning you can compile a forecast for a range of categories within a category set. In addition you can use categories in the following reports:

Related Topics

Item Category Examples Overview

Purchasing Example

Inventory Example

Unlimited Additional Category Sets

Purchasing Example

The purchasing department might want to group all items by commodity codes. You can define a category set called Purchasing Class with categories that represent commodity codes such as OEM, IC, software and documentation. You can choose Purchasing Class to be the default (mandatory) category set of the purchasing functional area.

In the bills of material shown in the Examples Overview, the purchased items are CM2346, CM2347, CM2349, CM2350, CM2352, CM2353, CM2355 and CM2356. When you define your items you can set the Purchased attribute to "Yes" for each of these items. Inventory automatically assigns the Purchasing Class category set and the associated default category OEM to each of the purchased items. The following table shows category assignments within the purchasing default category set.

Item Item Description Purchasing Default (Mandatory) Category Set Category
CM2346 Keyboard Purchasing Class OEM
CM2347 486 Processor Purchasing Class IC
CM2349 Monitor Manual Purchasing Class documentation
CM2350 DOS Operating System Purchasing Class software
CM2352 Desktop Keyboard Purchasing Class OEM
CM2353 Pentium Processor Purchasing Class IC
CM2355 Monitor Manual Purchasing Class documentation
CM2356 UNIX Operating System Purchasing Class software

Oracle Purchasing does not allow you to choose between different category sets. Oracle Purchasing uses the default purchasing category set in all forms and reports that require or display categories. For example, if you choose a particular item in the Supplier Autosource Rules window you see the category (from the purchasing default category set) assigned to the item. In addition, Oracle Purchasing uses item categories in the following reports and forms:

Related Topics

Item Category Examples Overview

Planning Example

Inventory Example

Unlimited Additional Category Sets

Inventory Example

The inventory functional area may want to group items according to how the company stores each item. You can define a category set called Warehouse Set with categories such as Operating System, Hardware, CPU and Other. You can designate Warehouse Set to be the default (mandatory) category set of the inventory functional area.

In the bills of material shown in the Examples Overview, all of items would be the inventory items. When you define the items set the Inventory Item attribute to "Yes" for each item. Oracle Inventory automatically assigns the Warehouse Set and default category Other to all items for which the Inventory Item attribute equals "Yes." The following table shows category assignments within the Inventory functional area's default category set:

Item Item Description Inventory Default (Mandatory) Category Set Category
CM2345 Laptop Computer Warehouse Set Hardware
CM2346 Keyboard Warehouse Set Hardware
CM2347 486 Processor Warehouse Set CPU
CM2348 Active Matrix Screen Warehouse Set Hardware
CM2349 Monitor Manual Warehouse Set Other
CM2350 DOS Operating System Warehouse Set Operating System
CM2351 Desktop Computer Warehouse Set Hardware
CM2352 Desktop Keyboard Warehouse Set Hardware
CM2353 Pentium Processor Warehouse Set CPU
CM2354 VGA Monitor Warehouse Set Hardware
CM2355 Monitor Manual Warehouse Set Other
CM2356 UNIX Operating System Warehouse Set Operating System

Oracle Inventory uses category sets in numerous reports and forms. For example, you can summarize demand histories for a particular category of items. Oracle Inventory always displays the inventory default category set but you can run your reports and programs by choosing any category set. The following is a list of forms and reports where Oracle Inventory uses categories:

Related Topics

Item Category Examples Overview

Planning Example

Purchasing Example

Unlimited Additional Category Sets

Unlimited Additional Category Sets

In addition to the default category sets, the computer company in the Examples Overview could use an additional category set to group together a subset of the items that exist in the system. You can define a category set called Hot Items with categories such as Critical and Low Supply. When you define your items, you can assign the Hot Items category set and one category within that category set to some of your items. You do not have to assign every item in your system to this category set.

Related Topics

Planning Example

Purchasing Example

Inventory Example

Specifying Recommended Categories

You can specify any number of recommended categories for an item catalog group. This is for information/reporting purposes only. You can print the list of categories and use the list as recommended categories when you define items.

To enter a list of recommended categories to use when assigning categories to the items in this catalog group

  1. Navigate to the Item Catalog Groups window.

  2. Select an item catalog group and choose Details. The Item Catalog Group window appears.

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  3. Select the Categories tabbed region.

  4. Select a category set and category.

  5. Save your work.

Defining Category Accounts

Warning: The category accounts defined in this window are only used if product line accounting has been implemented. If product line accounting is implemented, the category accounts, not the item subinventory accounts, are used when entering transactions.

You can use the Category Accounts Summary window to define, query, and update category valuation and expense accounts. If your current organization is a standard costing organization, you can define category accounts at the category and optionally subinventory level. If your current organization is an average costing organization you must define category accounts at the cost group/category level.

You can only define category accounts for categories that belong to the default category set for the product line functional area. See: Defining Category Sets and Defining Default Category Sets.

Account Update Restrictions

You cannot update category accounts if any of the restrictions explained in the following table exist:

Condition Preventing Account Update Standard Costing Organization Average Costing Organization
On hand Quantity > 0 Quantities exist in the subinventory. Note: If subinventory is null, all subinventories in the organization are considered. Quantities exist in any locator associated with the cost group
Pending Transactions Pending transactions associated with the subinventory and category exist Pending transactions associated with the project and cost group exist
Uncosted Transactions Uncosted transactions associated with the subinventory and category exist Unclosed transactions associated with the cost group exist

To define or change category accounts in a standard costing organization

  1. Navigate to the Category Accounts window. The Find Category Accounts window appears.

  2. If you are defining a new category account, choose the New button. If you are changing an existing category account, select a category, or subinventory, or both, and choose the Find button. In both instances, the Category Accounts Summary window appears.

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  3. Optionally, select a Subinventory.

    If a subinventory is not selected, you can define accounts that are specific to the category. Once you define a category account with a null subinventory, the accounts that are associated with that category are defaulted each time you define a new category/subinventory combination for that category.

    For example, if you select a category, override the defaulted organization level accounts, then save your work, the next time you select this category in this window, the new accounts not the organizational level accounts are defaulted. These default accounts can be overridden. Categories with null subinventories can be used as templates when you need to create several category/subinventory combinations.

  4. Select a Category.

    When you select a category, accounts are defaulted from the organization level. You can change these accounts.

  5. Select account numbers for the following:

    Important: All subinventories that contain items belonging to the selected category set use these accounts for inventory valuation. You therefore cannot change an account if there is on-hand inventory in any of these subinventories.

    Material: A default general ledger account to accumulate material costs for this category/subinventory combination. This is usually an asset account.

    Outside Processing: A default general ledger account to accumulate outside processing costs for this category/subinventory combination. This is usually an asset account.

    Material Overhead: A default general ledger account to accumulate material overhead or burden costs for this category/subinventory combination. This is usually an asset account.

    Overhead: A default general ledger account to accumulate resource or department overhead costs for this for this category/subinventory combination. This is usually an asset account.

    Resource: A default general ledger account to accumulate resource costs for this category/subinventory combination. This is usually an asset account.

    Encumbrance: A default general ledger account to hold the value of encumbrances against subinventory items belonging to this category set.

    Bridging: This account is optional.

    You can also optionally enter an Analytical Invoice Price Variance, Analytical Purchase Mirror, Non-Invoiced Sales Order, Non-Invoiced Revenue, Analytical Revenue Mirror, Analytical Margins of Goods Sold, and Average Cost Variance account.

    Analytical Invoice Price Variance:

    Analytical Purchase Mirror:

    Non-Invoiced Sales Order:

    Non-Invoiced Revenue:

    Analytical Revenue Mirror:

    Analytical Margins of Goods Sold:

  6. Save your work.

To define category accounts in an average costing organization

  1. Navigate to the Find Category Accounts window.

  2. Select New to open the Category Accounts Summary window.

    Important: You can also enter and update account information for a single category in the Category Accounts window, which you can access by selecting the Open button.

  3. Select a Category.

    When you select a category, accounts are defaulted from the organization level. You can change these accounts.

  4. Select a Cost Group.

    Cost groups are mandatory. If your current organization is not Project References Enabled, the organization's default cost group is used and cannot be update. If your organization is Project References Enabled, you can select any cost group. See: Defining Cost Groups, Oracle Cost Management User's Guide .

  5. Select account numbers for the following:

    Important: All subinventories that contain items belonging to the selected category set use these accounts for inventory valuation. You therefore cannot change an account if there is on-hand inventory in any of these subinventories.

    Material: A default general ledger account to accumulate material costs for this category/cost group. This is usually an asset account.

    Outside Processing: A default general ledger account to accumulate outside processing costs for this category/cost group combination. This is usually an asset account.

    Material Overhead: A default general ledger account to accumulate material overhead or burden costs for this category/cost group combination. This is usually an asset account.

    Overhead: A default general ledger account to accumulate resource or department overhead costs for this for this category/cost group combination. This is usually an asset account.

    Resource: A default general ledger account to accumulate resource costs for this category/cost group combination. This is usually an asset account.

    Encumbrance: A default general ledger account to hold the value of encumbrances against this category/cost group combination

    Bridging: This account is optional.

    You can also optionally enter an Analytical Invoice Price Variance, Analytical Purchase Mirror, Non-Invoiced Sales Order, Non-Invoiced Revenue, Analytical Revenue Mirror, Analytical Margins of Goods Sold, and Average Cost Variance account.

    Analytical Invoice Price Variance:

    Analytical Purchase Mirror:

    Non-Invoiced Sales Order:

    Non-Invoiced Revenue:

    Analytical Revenue Mirror:

    Analytical Margins of Goods Sold:

    Average Cost Variance:

  6. Save your work.

Overview of Item Cataloging

You can use item cataloging to add descriptive information to items and to partition your Item Master into groups of items that share common characteristics. You configure in advance what is required to uniquely define an item in each group. When you define your items, you assign them to an item catalog group.

To define your catalog, you set up as many distinct item catalog groups as you need to partition your Item Master. Each group has unique characteristics (called descriptive elements) that completely describe items belonging to the group.

When you assign an item to an item catalog group, you define values for the descriptive elements that apply to your item. For example, an item catalog group called Computer could have a descriptive element called Processing Speed. Possible values for Processing Speed might be 100MHZ, 133MHZ, and so on.

Benefits

Once the process of defining and cataloging items is complete, you can:

Defining Item Catalog Groups

To define an item catalog group

  1. Navigate to the Item Catalog Groups window.

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  2. Enter a unique name for the group.

  3. Enter a description.

    If you choose to build an item's description from the catalog, the description is built beginning with the information entered here. See: Concatenated Item Descriptions.

    Note: You can choose to use the Catalog Name instead of the Description as the first element in a concatenated item catalog description. To do this change the INV:Use catalog name in the item description profile option to Yes. See: Oracle Inventory Profile Options.

  4. Save your work.

To make an item catalog group inactive

  1. Enter the date on which the catalog group becomes inactive.

    As of this date you can no longer assign items to this group. You can use an inactive group in reports and searches.

To define descriptive elements for an item catalog group

  1. Select an item catalog group and choose Details. See: Defining Descriptive Elements.

Related Topics

Defining Aliases

Specifying Recommended Categories

Overview of Item Cataloging

Concatenated Item Descriptions

When you define descriptive elements for an item catalog group, you specify whether the value of a particular descriptive element can be concatenated and used as an item's description.

When you assign an item to a catalog group, you choose descriptive elements that apply to the item, and assign values to the descriptive elements. You can then create a concatenated item description by choosing the Update Description button. If you choose Update Description, Oracle Inventory concatenates the item catalog group information and overwrites the item description with this new information.

Concatenated Item Description Structure

Oracle Inventory builds a concatenated item description by combining segments of catalog information. The first segment is either the catalog group Description or the Catalog Name. You can choose which to use by setting the INV:Use catalog name in the item description profile option. See: Oracle Inventory Profile Options.

Additional segments consist of the values for descriptive elements that have Description Default turned on.

The Item Catalog Flexfield separator is used as a delimiter between each segment of the combined description. See: Defining Key Flexfield Segments, Oracle Applicatons Flexfields Guide.

When the description is displayed, the delimiters appear even if data is missing for some of the descriptive elements. For example, an item catalog group called Computer with a description of Personal Computer, and descriptive elements of Speed (25 MHZ), Size ( ), and Monitor (color), would produce this description:

Personal Computer,25 MHZ,,color

Related Topics

Defining Descriptive Elements

Assigning Items to Catalogs

Overview of Item Cataloging

Defining Descriptive Elements

You can define any number of descriptive elements for an item catalog group. You can also describe whether the descriptive element is required at item definition, and whether the descriptive element value is included by default in the item catalog description.

Description Default

Descriptive element values can be concatenated and used to create an item's description. You turn this feature off or on for each descriptive element in a catalog group. Turn Description Default on for any element you want included in a concatenated description. You create a concatenated description when assign an item to an item catalog group. See: Assigning Items to Catalogs.

To define descriptive elements for an item catalog group

  1. Navigate to the Item Catalog Groups window.

  2. Select an item catalog group and choose Details. The Item Catalog Group window appears.

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  3. Select the Descriptive Elements tabbed region.

  4. Enter a unique sequence number.

    When you assign an item to a group, the descriptive elements are presented in the order you define here.

  5. Enter the name of a new descriptive element.

    Examples: Color, height, texture.

  6. Determine whether the descriptive element is required for this catalog group.

    When you assign an item to a catalog group, you must enter a value for required descriptive elements in order for the catalog to be considered complete. If an element is not required, entering a value is optional.

  7. Determine whether the descriptive element is automatically used to create the catalog description (Description Default).

    If you choose to concatenate the value of the descriptive element to create the catalog description, you can use this description to overwrite an existing item description.

  8. Save your work.

Related Topics

Concatenated Item Descriptions

Defining Item Catalog Groups

Overview of Item Cataloging

Defining Aliases

You can specify any number of aliases for items that belong to a catalog group. This is used for information and reporting purposes only.

To define an aliases for items in a catalog group

  1. Navigate to the Item Catalog Groups window.

  2. Select an item catalog group and Choose Details. The Item Catalog Group window appears.

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  3. Select Aliases from the Show drop down list.

  4. Enter a unique Name for the alias in the name field.

  5. Enter a Description for the alias.

  6. Save your work.

Item Cataloging Examples

Hospital Environment

In a hospital environment, item cataloging can help doctors identify precisely the drug they want from several that are nearly identical in composition, without extensive research. By defining groups, descriptive elements, and values that are increasingly specific, a doctor can search for the proper drug using the specifics of the chemical structure. The item cataloging feature is highly flexible in that you define your own groups, descriptive elements, and values to suit your own specific needs.

Clothing Retailer

A clothing retailer sells partly through mail order catalogs. Customers want to order apparel over the phone, but they do not always know the item number of what they want. Item cataloging allows an order entry clerk to find the right item based on a general description. This reduces order entry time and increases customer satisfaction.