Oracle Cloud Learning Center


3 Manage Product and Service Data: Manage Product Specifications

This button toggles the Table of Contents floating window

 

This chapter contains the following:

Managing Item Specifications and Attributes

Item Specification Reference

Managing Item Specifications and Attributes

Item Specifications and Attributes: Explained

Item specifications are groups of attributes that determine item characteristics such as item cost or lead time. You set these attributes when you define or update items.

From the Specifications tab on the Edit Item or Create Item pages, you can navigate through specification groups to access and modify item attributes.

The types of attributes that are accessible from the specifications tab include the following:

  • Operational attributes: These are organized into the following specification groups:

    • Costing

    • General Planning

    • Inventory

    • Invoicing

    • Lead Times

    • MRP and MPS Planning

    • Order Management

    • Physical Attributes

    • Main

    • Overview

    • Process Manufacturing

    • Purchasing

    • Receiving

    • Service

    • Structures

    • Web Store

  • User-defined attributes: These can be accessed through the Additional Attributes link on the Specifications tab.

  • Transactional attributes: These can be viewed for a specific date.

There are particular relationships enforced between some of the item attributes: These relationships fall into two groups:

  • Required attributes: You must enter values for certain attributes if some related attributes have values

  • Interdependent attributes: You can enter only certain values depending on other attribute values. For example, Planning Method must be Not Planned if Pick Components is set to Yes. These interdependencies may be between attributes within the same specification group or between attributes in different specification groups.

Note

Rules may be defined for certain attributes so that if you add or update that attribute, then the change is added to a new or existing change order for approval.

Intrabatch Items and Cross-References in Item Batches: Example

This example shows the relationship between the items being imported that are identified as intrabatch items and how they are cross referenced among themselves and with a new item being created.

Scenario

Three new items from the source system named Item A, Item B, and Item C are uploaded into an item batch. This is the first time items are being uploaded from this source system.

As part of the data quality check process, duplicate items that are being uploaded from the source items are identified. These duplicate items are displayed on the Intrabatch page organized into groups of similar source system items, so Item A, Item B, and Item C are grouped together.

On the Intrabatch page, you can take action to include Item A, cross reference Item B and exclude Item C before submitting the batch.

When the batch is processed, no matches are found. Before the items are imported, the Item Batch Details page will include the following information:

Item A appears on the Confirmed tab because the batch option is set to confirm no matches as New.

Item B appears on the Cross-References tab showing: the cross-reference of Item B to Item A as a result of the intrabatch data quality check

Item C appears on the Excluded tab.

On import, a new item in the Oracle Fusion Product Hub named Item D is created for the Item A source system item and the cross references are established.

The Cross References tab will now show the following: cross references of Item D to Item A and Item D to Item B.:

The intrabatch cross reference of Item B to Item A is recalculated against the new Item D in Oracle Fusion Product Hub.

Required Item Attributes: Explained

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 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 Controlis 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

Additional Item Attributes: Explained

Additional item attributes are based on descriptive flexfields to capture detailed information about an item, such as characteristics and specifications as well as business process information.

Descriptive flexfields for additional attributes are available in Oracle Fusion Product and Catalog Management, Oracle Fusion Product Hub, and Oracle Fusion Product Model

Descriptive flexfield definitions for additional attributes include the name of the attribute and attribute values.

Additional attributes are associated to items or item revisions and are listed under Additional Attributes on the Item Specification tab

User-Defined Item Attributes and Attribute Groups: Explained

User-defined attributes are based on extensible flexfields. You create a context using an attribute group, which determines which attributes are used at run time.

Extensible flexfields for user-defined attributes is available in Oracle Fusion Product and Catalog Management and Oracle Fusion Product Hub.

User defined attributes can have a static or dynamic list of valid values, or a range of values.

Values for user-defined attributes are defined when you create the item and remain the same for the life cycle of the item.

Note

When creating or editing attribute groups, or when creating new item classes associated with attribute groups, you must redeploy the extensible flexfields for the attribute groups to become available in the system.

Perform the Manage Extensible Flexfields task. Access the Manage Extensible Flexfields task by starting in the Setup and Maintenance Overview page and searching for flexfields. In the Manage Extensible Flexfields page, search for the flexfield code named EGO_ITEM_EFF. In the search results, select the row that contains the flexfield code EGO_ITEM_EFF and click Deploy Flexfield. After the flexfield deployment is complete, click OK. Check the Deployment Status and Deployment Date columns to verify that the extensible flexfield deployed successfully on the current date.

User-Defined Attribute Groups

User-defined attributes can be saved within attribute groups. You associate user-defined attributes with items by adding attribute groups to item classes.

For example, items that are part of the Small Gasoline Engines item class include the following specifications:

  • RPM

  • Power

  • Oil/fuel mixture

  • Weight

An attribute is defined for each of these specifications and these attributes are grouped together as the Engine Performance attribute group.

You create attribute groups on the Manage Attribute Groups page.

Note

For each user-defined attribute, you can optionally define validation rules to be applied when the user inputs data.

An attribute group can be single-row, multi-row, or variant.

Multi-row attribute groups enable you to associate multiple sets of attribute values with the same object instance. It gives you the ability to store multiple additional attributes that are dependent on the item, organization, attribute group, and a unique value within the attribute group.

For example, if your item is a book, you can create an attribute group named Chapters containing the following attributes:

  • Chapter number

  • Name

  • Number of pages

Multiple rows of Chapters can be associated with a book, while Name and Number of pages each require a single row. The attribute Chapter number is identified as Part of Unique Key

Tip

Sets of user defined attribute groups can be organized on a single page that can then be linked from the Specifications tab.

Item Specification Reference

Item Asset Management Specifications

The following are the Item Asset Management specification attributes and their possible values. You set these attributes when you define or update items.

Item Asset Management Specification Attributes

Activity Cause

This is relevant when the Asset Item Type is set to Asset Activity. Specifies what situation caused the work to be generated. For example, Breakdown, Vandalism, Normal Wear, or Settings.

Activity Notification Required

This is relevant only when the Asset Item Type is set to Asset Activity. Indicates if the asset is moveable, and needs to be brought into the shop for repairs. This field is for information only.

Activity Source

Indicate the reason the activity needs to be executed. This is relevant when asset item type is set to asset activity.

Activity Type

Indicate the type of maintenance for the asset activity.

Asset Item Type

Indicate whether the item is one of the following:

Asset Group Activity Rebuildable Item

Shutdown Type

This is relevant when the Asset Item Type is set to Asset Activity. Indicates if this maintenance activity requires a shutdown. For Example, Required and Not Required.

Item Costing Specifications

The following are the item costing specification attributes and their possible values. You set these attributes when defining or updating items.

Item Costing Specifications

Costing Enabled

Indicates whether to report, value and account for any item costs

For example, you might disable costing for reference items, or for invoice only (non-stock) items that you never ship and never hold in inventory.

Include in Rollup

Indicate whether to include an item in the cost rollup.

Inventory Asset Value

Indicate whether to value an item as an asset in inventory

Turning this option off indicates an expense item.

Standard Lot Size

The amount of a particular item that is ordered from the plant or a supplier or issued as a standard quantity to the production process.

Item General Planning Specifications

The following are the attributes that make up item general planning specifications and their possible values. You set these attributes when defining or updating items.

Item General Planning Specification Attributes

Autoexpire ASN

Indicate whether the advance shipment notice expires automatically.

Bucket Days

Enter the number of days to dynamically calculate safety stock quantities. The planning process multiplies the Safety Stock Percent by the average gross requirements and divides by the number of days you enter here.

Carrying Percentage

Enter the percentage used to calculate the annual carrying cost. This is the percentage of the unit cost that represents your internal cost to stock one unit for one year.

Consigned

If selected, the item is consigned, meaning residing at your location, but owned by the supplier

Fixed Days Supply

Enter the number of days used to modify the size and timing of planned order quantities. The planning process suggests planned order quantities that cover net requirements for the period defined by this value. The planning process suggests one planned order for each period.

For example, use this to reduce the number of planned orders for a discrete component of a repetitive item.

Fixed Lot Multiplier

Enter the fixed lot multiple quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates.

When net requirements fall short of the fixed lot size multiplier quantity, planning algorithms suggest a single order for the fixed lot size multiplier quantity.

Fixed Order Quantity

Enter the quantity used to modify the size of planned order quantities or repetitive daily rates. When net requirements fall short of the fixed order quantity, the planning process suggests the fixed order quantity. When net requirements exceed the fixed order quantity, the planning process suggests multiple orders for the fixed order quantity. For discrete items, use this attribute to define a fixed production or purchasing quantity. For repetitive items, use this attribute to define a fixed production rate. For example, if your suppliers can provide the item in full truckload quantities only, enter the full truckload quantity as the fixed order quantity.

Fixed Quantity

Indicate the fixed quantity for reorder.

Forecast Type

Indicate the forecast type. This can be one of the following values:

Order Forecast Sales Forecast Historical Forecast

Inventory Planning Method

Select an option for organization level planning

Min-max

You define a minimum quantity that you want on hand. When you reach this quantity, you reorder. You also define a maximum on-hand quantity that you do not want to exceed.

Not planned

No planning method used. Select this option for MRP/MPS planned items.

Reorder point

The reorder point is calculated based on the planning information you define for this item.

Make or Buy

Select the option that applies to items with Inventory Item set to Yes. The Planner Workbench uses this to default an appropriate value for implementation type. You cannot change the value of the flag if open orders exist for the item.

Make

Usually manufactured. The Planner Workbench defaults the implementation type Discrete job. The planning process passes demand down from manufactured items to lower level components.

Buy

Usually purchased. The Planner Workbench defaults the implementation type to Purchase Requisition. The planning process does not pass demand down from purchased items to lower level components.

Maximum Days of Supply

Indicates the maximum allowed days of supply for replenishment reorder.

Maximum Min-Max Quantity

Indicate the maximum on-hand quantity that you do not want to exceed for Min-Max Planning.

Maximum Order

Enter the maximum order quantity or repetitive rate (units per day) of the item. Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements exceed the maximum order quantity, planning algorithms suggest the maximum order quantity. For repetitive items, when average daily demand for a repetitive planning period exceeds of the maximum order quantity, planning algorithms suggest the maximum order quantity as the repetitive daily rate. For example, use this to define an order quantity above which you do have insufficient capacity to build the item.

Maximum Order Quantity

Enter the maximum order quantity or repetitive rate (units per day) of the item. Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements exceed the maximum order quantity, planning algorithms suggest the maximum order quantity. For repetitive items, when average daily demand for a repetitive planning period exceeds of the maximum order quantity, planning algorithms suggest the maximum order quantity as the repetitive daily rate. For example, use this to define an order quantity above which you do have insufficient capacity to build the item.

Method

Select an option to plan use of fixed or dynamically calculated safety stock quantities. For MRP/MPS planned items, you must set the Inventory Planning Method attribute to Not planned, then choose the MRP planned percent option here.

MRP planned percent

Calculate safety stock as a user-defined percentage (Safety Stock Percent) of the average gross requirements for a user-defined number of days. For discrete items, the user-defined number of days is the Safety Stock Bucket Days. For repetitive items, the user-defined number of days is the repetitive planning period. Note that safety stock for an item varies as the average gross requirements vary during the planning process.

Non-MRP planned

Calculate safety stock using methods defined by the Enter Item Safety Stocks window. You can use mean absolute deviation or user-defined percentage of forecasted demand.

Minimum Days of Supply

Indicate the minimum allowed days of supply before replenishment must occur.

Minimum Min-Max Quantity

Indicate the minimum on-hand quantity before replenishment for Min-Max Planning.

Minimum Order

Enter the minimum order quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements fall short of the minimum order quantity, planning algorithms suggest the minimum order quantity. For repetitive items, when average daily demand for a repetitive planning period falls short of the minimum order quantity, planning algorithms suggest the minimum order quantity as the repetitive daily rate. For example, use this to define an order quantity below which it is unprofitable to build the item.

Minimum Order Quantity

Enter the minimum order quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements fall short of the minimum order quantity, planning algorithms suggest the minimum order quantity. For repetitive items, when average daily demand for a repetitive planning period falls short of the minimum order quantity, planning algorithms suggest the minimum order quantity as the repetitive daily rate. For example, use this to define an order quantity below which it is unprofitable to build the item.

Organization

Optionally enter the organization from which an internal requisition draws the item. This applies only when Inventory is the replenishment source type

You can choose organizations that meet the following criteria:

  • The item is assigned to the source organization

  • The source organization has a valid inter-organization relationship with the current organization

The source organization can be your current organization if the item is MRP planned and you choose a non-nettable Source Subinventory.

Percent

Enter the percent to dynamically calculate safety stock quantities for the item. The planning process multiplies this percent by the average gross requirements.

The planning process uses this attribute when you set Safety Stock to MRP planned percent.

Planner

Enter the material planner assigned to plan this item. You must define planner codes for your organization before updating this attribute.

The planner defined here is responsible for approving all move order lines requesting the item if move order approvals are used.

If an item is vendor managed, you must enter a planner for the item.

Release Authorization Required

Authorization is require before a sales order is created. You can set the authorization as follows:

Customer:

You must obtain release authorization from the customer.

Supplier

You must obtain release authorization from the supplier.

None

Release authorization is not required

Subcontracting Component

Indicate the subcontracting type associated to this item when it is used as a subcontracting component in Chargeable Subcontracting. The available choices are:

Pre-positioned

The item is a subcontracting component sold to a manufacturing partner independently of subcontracting components

Synchronized:

The item is a subcontracting component sold to a manufacturing partner and is synchronized with a specific order.

Subinventory

Enter the subinventory within the source organization from which an internal requisition draws the item. This applies only when Inventory or Subinventory is the replenishment source, and only when you specify a source organization. For MRP planned items, you must enter a non-nettable source subinventory when the source organization is the current organization.

Type

Indicate the way in which requests are fulfilled.

Inventory

Fill requests by creating internal requisitions that become internal sales orders, pulling stock from existing inventory.

Supplier

Fill requests by creating purchase requisitions that become purchase orders, procuring the item from a supplier.

Subinventory

Fill requests by creating move order requisitions that become move orders, pulling stock from an existing subinventory.

Important

If you are using Supplier Scheduling, it is generally recommended that this field be left blank. Otherwise, it could override your sourcing rules.

Window Days

Enter the period for which a forecast is considered by the planning engine.

Item Inventory Specifications

The following are the item inventory specification attributes and their possible values. You set these attributes when defining or updating items.

Item Inventory Specification Attributes

Bulk Picked

Enables you to pick items in bulk.

Check Material Shortage

Indicates to check for material shortages for the item.

This attribute enables you to check for material shortages for the item. Turn this option on to trigger a material shortage alert and shortage notification during transactions of the item.

Child Lot Enabled

Indicates whether an item is subject to Lot control at the transactional purposes when a Parent Lot is specified for transactional purpose.

If you enable child lot control, you can specify a parent lot and a child lot for transactional purposes. The system processes transactions for the lot regardless of whether you specify the parent lot for the transaction. You cannot modify this field if inventory transactions or reservations exist for the item. If you choose to control this attribute at the master organization level, then you can modify this attribute only if no transactions or reservations exist for the master organization or any child organizations that are associated with the master organization.

Control: Lot

Indicates the ability to use lot numbers during material transactions for tracking of batches of Item.

No control

Do not establish lot control for the item.

Full control

Track inventory balances by lot number. You must specify a lot number for issues and receipts.

You can establish lot number control only for an item that has no quantity on hand. If Lot Control is controlled at the Master Item level, the system checks for on hand quantity in all child organizations.

Control: Shelf Life

Indicates how long items in a given lot remain available.

Shelf life days

Specify the shelf life of the item in days. The system starts counting the shelf life on the day you receive the lot into inventory. After the specified number of days, the system sends you a warning message.

No control

Shelf life control not established for this item

User-defined

Specify an expiration date as you receive each lot. You receive a warning but are not prevented from using the lot after expiration.

Important

You cannot change lot expiration control when on-hand quantity of the item exists. If Lot Expiration is controlled at the Master level, the check for on-hand quantity is against the sum of on hand quantities in all child organizations.

Copy Lot Attributes

Indicates whether the child lot inherits all the specifications of the parent lot.

Select this check box to ensure that a new child lot inherits all the attributes of the parent lot. If you do not select the check box, then the child lot does not inherit the parent lot attributes.

Cycle Count Enabled

Indicates whether the item is on for automatic cycle count scheduling.

Default Grade

Enter a default grade for the item. All items under grade control must have a default grade. You can use the grade change transaction to change the default grade of an item.

Note

You can change the default grade even if you performed transactions for the item.

Default Lot Status

Indicate the default lot status for the item.

Default Serial Status

Indicate the default serial status of the item.

Expiration Action

Enter the default action code for this item. This is the action listed on the expiration notification when the lot expires, fails quality inspection, or falls within the experimental error results region.

Expiration Action Interval

Enter the number of days the system adds to the expiration date before it performs an action on the lot.

Lot Expiration Date + Lot Expiration Action Interval = Default Expiration Action Date

Format Validation

Select this check box to ensure the child lot number conforms to the child lot parameters that you define for the organization or the item. If you select this check box, then the system verifies the child lot number is the lot number concatenated with the child lot prefix and a numeric suffix for the lot number of the correct zero-padded length, if you enable zero padding at the item level.

Generation

indicate when to create and assign serial numbers to each unit of an item in order to track the item.

At inventory receipt

Create and assign serial numbers when you receive the item. Thereafter, for any material transaction, you must provide a serial number for each unit.

At sales order issue

Create and assign serial numbers when you issue (ship) the item against a sales order. If you select this option, serial numbers are required at ship confirm. If you receive an item on an RMA (return material authorization), you must specify the same serial numbers you created at sales order issue. All other material transactions for this item bypass serial number information.

No control

Serial number control not established for this item. All material transactions involving this item bypass serial number information.

Predefined

Assign predefined serial numbers when you receive the item. Thereafter, for any material transaction, you must provide a serial number for each unit.

The following table presents conditions where you can change back and forth between certain options:


Change back and forth between

Change back and forth between

When

Dynamic entry at inventory receipt

Predefined serial numbers

Any time

Predefined serial numbers

No serial number control

Any time

Dynamic entry at inventory receipt

No serial number control

Item has no on-hand quantity

Dynamic entry at sales order issue

Predefined serial numbers

Item has no on-hand quantity

Predefined serial numbers

No serial number control

Item has no on-hand quantity

Dynamic entry at inventory receipt

Dynamic entry at sales order issue

Item has no on-hand quantity

If Serial Generation is controlled at the item level, the check for on-hand quantity is against the sum of on-hand quantities in all child organizations.

Important

The lot substitution feature is not supported for items with serial control or any combination such as lot serial, lot revision, or LSR combinations

Grade Controlled

Indicate whether the item is grade controlled in addition to lot controlled. A grade code represents specific characteristics of a lot. If you select the Grade Controlled check box, then you must specify a default grade for the item.

Note

You cannot modify this check box if you have transacted the item.

Hold Days

This is the number of days added to the lot creation date before you can release the lot. If you do not enter a number, the system assumes that you can use the lot immediately.

Lot Creation Date + Hold Days = Default Hold Release Date.

Inventory Item

This attribute enables you to stock and transact this item. You must turn this option on if you want to enable the following item attributes:

  • Stockable

  • Transactable

  • Build in WIP

This is an item-defining attribute. If you turn this option on, the item is automatically assigned to the default category set for the Inventory functional area.

Locator Control

Indicates the physical area within a subinventory where you store material, such as a row, aisle, bin, or shelf.

Dynamic entry

Define locators when you use them, either as you receive or ship items.

No control

Locator control not established.

Prespecified

Define locators before you use them.

Lot Divisible

Select this check box to enable you to allocate, reserve, or move partial lot quantities. If you do not select this check box you must transact the full lot quantity for this item. You cannot modify this field if transactions exist for the item.

Lot Merge Enabled

Indicate whether many lots of a lot controlled item may merge into one lot.

Lot Split Enabled

Indicate whether a lot-controlled item may split into many lots.

Lot Status Enabled

Indicate whether an item is subject to status control at the Lot Level. For example, a lot may be In Test. A company may have a policy of allowing Lots In Test to be used in planning and reserved, but not shipped. A lot may also be In Quarantine. For example, a company may have a policy of not allowing lots In Quarantine to be used in planning.

If an item is lot-controlled, you can indicate the Default Lot Status. For example, a lot of microprocessors may be at the Quarantine status until a soak test is complete.

Lot Substitution Enabled

Indicates whether lots can be substituted in a transaction.

Important

The lot substitution feature is not supported for items with serial control or any combination such as lot serial, lot revision, or LSR combinations.

Lot Translate Enabled

Enables you to translate lots within a lot controlled item

Maturity Days

This is the number of days added to the lot creation date to determine the lot maturity date. If you do not enter a number, the system assumes the lot is mature at creation.

Lot Creation Date + Maturity Days = Default Lot Maturity Date.

Negative Measurement Error

Enter the percentage of negative variance acceptable before cycle count creates an adjustment transaction. Your physical cycle count can be less than the quantity on hand by an amount less than or equal to this percentage.

For example, suppose quantity on hand is 100 and negative tolerance is 10%. Inventory does not require approval for if the counted quantity is within tolerance. For physical counts under 90 units, Inventory creates an adjustment, changing the quantity on hand to the physical count.

Parent

This field determines how the system generates child lot numbers at the item level. You can choose to generate child lot numbers across the organization level or at the item level. The available choices are:

Parent + Child:

When set to parent + child, the parent lot number acts as a prefix, and the next available lot number is added to form the child lot. For example if the parent lot is P1, then the child lot would be P1-1.

Parent:

When set to parent, child lot numbers are based on the same sequence as the lot number. For example, if the parent lot is P1, then the child lot is P2.

Positive Measurement Error

Enter the percentage of positive variance acceptable before cycle count creates an adjustment transaction. Your physical count can be greater than the quantity on hand by an amount less than or equal to this percentage.

For example, suppose quantity on hand is 100 and positive tolerance is 10%. Inventory does not require approval for if the counted quantity is within tolerance. For physical counts over 110 units, Inventory creates an adjustment, changing the quantity on hand to the physical count.

Prefix

If you choose to generate child lots at the item level, you can optionally choose to enter a child lot prefix.

Reservable

This attribute enables you to create material reservations for the item. You can reserve an item only when you have sufficient inventory.

Important

You cannot turn off reservation control if reservations exist.

Restrict Locators

Indicate whether to restrict transaction of this item to or from a locator specified in the list you define with the Item/Subinventory Information window. You cannot restrict locators unless you also restrict subinventories.

Restrict Subinventory

Indicate whether to restrict transactions of this item to or from a subinventory specified in a list you define with the Item/Subinventory Information window. This option must be turned on if you choose to restrict locators.

Retest Interval

Enter the number of days after the creation date before you need to retest the lot. The system adds this number to the lot creation date to determine the default retest date.

Lot Creation Date + Retest Interval = Default Lot Retest Date.

Revision Control

This attribute enables you to create item revisions. If you turn this option on you must specify an existing revision number for issues and receipts on the revisions tab.

Serial Status Enabled

Indicate whether an item is subject to status control at the Serial Level. For example, a company may have a policy of allowing all functions on serial numbers that are New, and a policy of allowing reservations to Reworked serial numbers, not including Reworked items.

If an item is serial-controlled, you can indicate the Default Serial Status. For example, a serial number of analytical equipment may be at the Quarantine status until a soak test is complete.

Shelf Life Days

Enter the number of days each lot is active. At receipt, the system adds the shelf life days to the system date to determine the expiration date. This is used only when you choose Shelf life days for Lot Expiration Control.

Starting Number: Child Lot

Enter the starting number for each child lot. This field is enabled only if the item is child lot enabled.

Starting Number: Lot

Enter a starting lot number for the item. When you set Lot Number Generation to At item level in the Organization Parameters window, the system uses this number as the starting lot number. When you create additional lots for the item, the system increments each succeeding lot.

Starting Number: Serial

Enter a starting numeric suffix for all serial numbers for this item only. You must enter a value when you choose Predefined and when Serial Number Generation is At item level in the organization parameters. This starting numeric suffix is used when you define your serialized units. Thereafter, this number is incremented for each succeeding serial number.

Starting Prefix: Lot

Enter a starting prefix for all lot numbers you define for this item. When you set Lot Number Generation to At item level in the Organization Parameters window, then the system uses this prefix you define a lot number for the item.

Starting Prefix: Serial

Enter a starting alpha prefix for all serial numbers you define. You must enter a value when you choose Predefined and when Serial Generation is At item level in the organization parameters. This prefix is used when you define your serialized units.

Stocked

Indicate whether an item can be stocked.

This attribute enables you to stock the item. You can set this attribute only when you enable the Inventory Item attribute. You must enable this item attribute if you want to transact the item.

Transaction Enabled

Indicates whether transaction can be performed on an item.

Item Invoicing Specifications

The following are the item invoicing specification attributes and their possible values. You set these attributes when defining or updating items.

Item Invoicing Specification Attributes

Accounting Rule

Enter an accounting rule to identify special revenue recognition rules for an item, such as recognizing revenue over time.

This attribute is for reference information only

Invoice Enabled

Indicate whether to activate an item. If Invoiceable Item is turned on, you can temporarily exclude from invoicing by leaving Invoice Enabled turned off.

This attribute is optionally set by the Item Status code.

Invoiced

Indicate whether to include an item on an invoice. If you turn this option on, you can temporarily exclude from invoicing when Invoice Enabled is turned off. This option must be on if Invoice Enabled is on.

Invoicing Rule

Enter an invoicing rule to determine the period in which you send an invoice when you recognize revenue over time.

Output Tax Classification Code

Enter a tax code to use when calculating tax based on location and tax codes.

Payment Terms

Enter a valid payment terms code. This attribute is for reference information only.

Sales Account

Enter the general ledger account used to record revenue when you bill the customer. If AutoAccounting is based on items, accounting entries are created at that time.

Item Lead Times Specifications

The following are the item lead time specification attributes and their possible values. You set these attributes when defining or updating items.

Item Lead Time Specification Attributes

Cumulative Manufacturing

Enter the manufacturing lead time of an assembly (in days) plus the largest adjusted cumulative manufacturing lead time of its components, where each is adjusted by subtracting the operation lead time offset. Purchased items have no cumulative manufacturing lead time.

Cumulative Total

Enter the total lead time of the assembly plus the largest adjusted cumulative total lead time of its components, where each is adjusted by subtracting the operation lead time offset.

Fixed

Enter the days required to make an assembly independent of order quantity, such as setup or tear down time

Lead Time Lot Size

Enter the quantity used to compute processing lead time (as well as fixed and variable lead times). The default value is the item's standard lot size or, if a standard lot size is not defined.

1

Postprocessing Days

Enter the days required to receive a purchased item into inventory from the initial supplier receipt.

You cannot enter a value if the Make or Buy attribute is set to Make.

Preprocessing Days

Enter the days you must add to purchasing or manufacturing lead time to place an order.

Processing Days

Enter the days required to procure or manufacture an item. For manufactured assemblies, processing days equals manufacturing lead time.

Variable

Enter the time to produce one additional unit of an assembly. Total lead time is variable lead time multiplied by order quantity, plus fixed lead time.

Item Main Specifications

The following are the item main specification attributes and their possible values. You set these attributes when defining or updating items

Item Main Specification Attributes

Approval Status

The approval status of the item.

Item Description

Enter a description for the item

Item Status

Item status codes set or default the values for attributes under status control. User-defined status codes control certain item attributes designated as status attributes. The status attributes are:

BOM Allowed Build in WIP Customer Orders Enabled Internal Orders Enabled Invoice Enabled Transactable Purchasable Stockable Recipe Enabled Process Execution Enabled

These attributes control the functionality of an item over time

Life Cycle Phase

Each phase represents a set of tasks and deliverables that are required before promoting the object to the next phase of the item life cycle

For example, the life cycle phases for a computer component life cycle might be:

Concept Design Prototype Pre-Production Production Retirement

Pack Type

Also known as Trade Item Unit Descriptor (TIUD)

Describe the Global Trade Item Number (GTIN) hierarchy level. Hierarchy is used as link between different levels of a product (item) logistical chain.

Style Item

A Style represents a silhouette or model item use to group multiple similar items (SKUs) within. Generally, the items group under a particular style item will be differentiated by 1 or more product variant attributes. Examples include color and size for fashion, flavor and size for grocery, etc

User Item Type

User Item Type Oracle provides several types by default at installation. These types correspond to the item templates also provided. Select one of these values:.

ATO model Finished good Freight Inventory Type Kit Model Option class Outside processing model PTO model Phantom item Planning Product Family Purchased item Reference item Subassembly Supply item

Conversions

Indicate the conversion of the transactions.

Item specific

Use only unit of measure conversions unique to this item.

Standard

Use only standard unit of measure conversions. If you want to use only standard conversions do not create item specific conversions.

Defaulting Control

Fixed

The system stores inventory in both the primary and secondary units of measure. You can enter an item quantity in one unit of measure, and the system converts the quantity to the secondary unit of measure and displays both quantities.

Default

The system stores inventory in both the primary and secondary units of measure. You can enter an item quantity in one unit of measure, and the system converts the quantity to the second unit of measure and displays both quantities. You can change the quantity in the secondary unit of measure, without changing the quantity in the primary unit of measure.

No Default

The system stores inventory in both the primary and secondary units of measure. Use this option when the default conversion between the two units of measure is usually not the same. The system does not automatically display in the secondary unit of measure when you specify the quantity for the primary unit of measure. You manually enter the quantity of the secondary unit of measure before you process a transaction. The secondary quantity can fluctuate from the default conversion by the factors that you specify in the Deviation + and Deviation - attributes.

Negative Deviation Factor

You can enter acceptable deviations as decimal values. This attribute is assigned at the organization level. This produces a plus or minus tolerance of acceptability. For example, if the allowable transaction quantity deviation for the item is ten percent lower than the established conversion, you would enter 10 in this field.

Positive Deviation Factor

You can enter acceptable deviations as decimal values. This attribute is assigned at the organization level. This produces a plus or minus tolerance of acceptability. For example, if the allowable transaction quantity deviation for the item is ten percent higher than the established conversion, you would enter 10 in this field.

Primary Unit of Measure

This is the stocking and selling unit of measure. Any necessary conversions are based on this unit of measure. This attribute is not updatable and assigned at the organization level.

Secondary Unit of Measure

This attribute may be controlled at the Master or Organization level based on the setup.

If the item is dual unit of measure controlled, or priced in a secondary unit of measure, you can specify a secondary unit of measure.

Tracking Unit of Measure

This attribute controls how on-hand balances are tracked. This attribute is assigned at the organization level. The available values are:

Primary

The system tracks the on-hand balances by the primary unit of measure.

Primary & Secondary

The system tracks the on-hand balances by both the primary and secondary units of measure.

Long Description

Indicate the long description for this item. This long description is supported in multiple languages.

Pricing

This attribute is assigned at the organization level.

Indicate if pricing is based on the primary or secondary unit of measure. If you set the value to secondary, the system reprices the orders line at ship confirmation.

Item MRP and MPS Planning Specifications

The following are the item MRP and MPS Planning specification attributes and their possible values. You set these attributes when you define or update items.

Item MRP and MPS Planning Specification Attributes

Acceptable Early Days

Enter the number of days before which the planning process will not reschedule orders. The planning process only suggests rescheduling out if:

  • The new calculated order date is later than the original order due date plus the acceptable early days

  • The new calculated order does not violate the order of current schedule receipts.

For example, if the original order due date is 10-JUN, and Acceptable Early Days is 3, the planning process not suggest rescheduling if the new due date is less than or equal to 13-JUN. When rescheduling does not occur (because of Acceptable Early Days), a second order, due before the first, will not be rescheduled past the first order

This lets you reduce plan nervousness and eliminate minor reschedule recommendations, especially when it is cheaper to build and carry excess inventory for a short time than it is to reschedule an order.

This applies to discrete items only. For repetitive items, use Overrun Percentage.

Calculate ATP

Indicate whether to calculate and print available to promise (ATP) on the Planning Detail Report, using the following formula:

ATP = planned production - committed demand

Where:

  • Planned production = planned orders, scheduled receipts (purchase orders, jobs, and repetitive schedules), suggested repetitive schedules, nettable quantity on hand.

  • Committed demand = sales orders, component demand (from planned orders, discrete jobs, suggested repetitive schedules, and lot expirations). Committed demand does not include forecasted demand.

Continuous Interorganization Transfers

Indicate whether to perform continuous inter organization transfers.

Convergence Pattern

Indicate whether you use a convergent consumption pattern in planning. The available choices are:

Series Parallel User Global Value

Create Supply

Indicates if the system can suggest supply for this item. If you use an item as a substitute to meet demand for another item, then this attribute indicates whether you can create new supply for the item as part of meeting the demand for the original item.

Critical Component

If selected, flags the item as a critical component for MPS and DRP planning. This allows you to plan master scheduled items with respect to only critical component and their material resource constraints.

Demand Time Days

calculates the demand time fence as the plan date (or the next workday if the plan is generated on a non workday) plus the value you enter here.

Demand Time Fence

Select an option to determine a point in time inside which the planning process ignores forecast demand and considers only sales order demand when calculating gross requirements. This reduces the risk of carrying excess inventory.

Calculate the demand time fence as the plan date (or the next workday if the plan is generated on a non workday) plus:


Value

Description

Cumulative mfg. lead time

The cumulative manufacturing lead time for the item.

Cumulative total lead time

The total manufacturing lead time for the item.

Total lead time

The total lead time for the item.

User-defined

The value you enter for Demand Time Fence Days.

Distribution Planned

Indicate the kind of planning to be used for the item. It is the application of replenishment inventory calculations to assist in planning of key resources contained in a distribution system, such as sourcing and transport.

Divergence Pattern

Indicates whether you use a divergent supply pattern for planning. The available choices are:

Series Series with Minimum Transfer Quantity (MTQ) Use Global Value

Exception Set

Enter the name of the planning exception set that groups together the sensitivity controls and exception time periods for item-level planning exceptions for the item. The item-level planning exceptions include: overcommitted, shortage, excess, and repetitive variance. The planning process uses this attribute to decide when to raise planning exceptions for the item.

Since different items may require different sensitivity controls and exception time periods, you can define multiple planning exception sets and assign different sets to different items. In other cases, where many items require the same sensitivity controls and exception time periods, you can associate the same set to multiple items.

Exclude from Budget

Indicate whether the item is to be excluded from the budget.

Forecast Control

Select an option to determine the types of demand you place for the item. This guides the key processes of two-level master scheduling: forecast explosion, forecast consumption, planning, production relief, and shipment relief. This is appropriate only for items that are models, option classes, options, or mandatory components of models and option classes.

Consume

You forecast demand directly, rather than by exploding forecast demand.

Consume and derive

You forecast demand directly, explode forecast demand, or use a combination of both methods.

None

You place sales order demand but do not forecast demand.

Maximum Inventory Days of Supply

Enter the maximum amount necessary of any materials and supplies in the system that are needed to achieve the desired business metric like throughput rate, cost, due date performance, inventory, days of supply etc.

Maximum Inventory Window

Enter the maximum amount necessary (in terms of quantity) of any materials and supplies in the system that are needed to achieve the desired business metric like throughput rate, cost, due date performance, inventory, days of supply, etc.

Negative Acceptable Rate

Indicate the amount the planning process uses to decrease current daily rates inside the planning time fence.

Overrun Percentage

Enter a percentage the planning process uses to suggest new daily rates. The planning process only suggests a new daily rate if the current rate exceeds the suggested rate by more than the acceptable overrun amount.

The acceptable overrun amount is calculated by multiplying this percentage by the suggested daily rate. For example, if the suggested daily rate is 100/day, and Overrun Percentage is 10, the planning process only suggests a new rate if the current rate is greater than 110/day (100/day + 100/day x 10%).

This lets you reduce plan nervousness and eliminate minor rate change recommendations, especially when it is cheaper to carry excess inventory for a short time than it is to administer the rate change.

This attribute applies to repetitive items only. For discrete items, use Acceptable Early Days.

Pegging

Indicate the planning process uses to decide when to calculate and print end assemblies for the item.

Soft Pegging

This option allocates supply to demand based on the Reservation Level option set in the MRP Plan options.

End Assembly Pegging

This option traces the end assembly the item is pegged to at the top of the bill of material. Even if you do not select end assembly pegging, you can still calculate and view end assemblies on-line.

End Assembly / Soft Pegging

Choose this option for both soft pegging and end assembly pegging.

Hard Pegging

This option allocates supply to demand based on the Reservation Level option set in the MRP Plan options. This pegs supply to demand and demand to supply by project at all levels of a bill of material. This allows you to pre-allocate supply to demand and generate planned orders based on the plan level options.

End Assembly / Hard Pegging

Choose this option for both hard pegging and end assembly pegging.

None

This option disables project material allocation, end assembly pegging, and full pegging.

Planned Inventory Point

Indicate if the item is an Inventory Point item. This means that material can be stored at the item level without losing materials or quality characteristics. Inventory Points generally point to major stocking phases in the manufacturing cycle.

Planning Method

Select the option that decides when to plan the item:

Not planned

The item does not require long-term planning of material requirements. Choose this option for high volume and/or low cost items that do not warrant the administrative overhead of MRP; typically dependent demand items. You cannot use this option unless the Pick Components attribute is checked.

MRP planning

Choose this option for non-critical items that do not require manual planning control, typically dependent demand items.

MPS planning

You master schedule the item and require manual planning control. Choose this option for items with independent demand, items that are critical to your business, or items that control critical resources.

MRP/DRP Planned

Choose this option when you want both MRP and DRP planning for the item.

MPS/DRP Planned

Choose this option when you want both MPS and DRP planning for the item.

DRP Planned

Choose this option when you have multiple organizations for which you are exercising Distribution Requirements Planning for the item.

Planning Time Days

Calculates the planning time fence as the plan date (or the next workday if the plan is generated on a non workday) plus the value you enter here.

Planning Time Fence

Choose one of the following options to determine a point in time inside which certain restrictions on planning recommendations apply. For discrete items, the planning process cannot suggest new planned orders or rescheduling existing orders to an earlier date. For repetitive items, the planning process can only suggest new daily rates that fall inside the acceptable rate increase and decrease boundaries.

A time fence increases manual control of the plan, minimizing short term disruption to shop floor and purchasing schedules.

Calculate the planning time fence as the plan date (or the next workday if the plan is generated on a non-workday) plus:


Value

Description

Cumulative mfg. lead time

The cumulative manufacturing lead time for the item.

Cumulative total lead time

The total manufacturing lead time for the item.

Total lead time

The total lead time for the item.

User-defined

The value you enter for Demand Time Fence Days.

Positive Acceptable Rate

Indicate the amount the planning process uses to increase current daily rates inside the planning time fence.

Preposition Point

The preposition point represents the push type relationship with a trading partner. When planning hits a preposition point for an item, it pushes all the existing supply downstream until this point.

In the case of multi-souring repair, you should not set the preposition point for the item-repair vendor. If you set select this check box for a multi-sourced item, then the system pushes the entire inventory to the first trading partner it encounters in the planning process.

Reduce MPS

Select an option to decide when to reduce master production schedule (MPS) quantities to zero.

If you do not have automatic production relief, you may select one of the following options to reduce MPS quantities and avoid overstating your supply.

None

Do not reduce order quantities on the MPS.

Past due

Reduce order quantities on MPS entries to zero when the entry is past due.

Demand time fence

Reduce order quantities on MPS entries to zero when the due date moves inside the demand time fence.

Planning time fence

Reduce order quantities on MPS entries to zero when the due date moves inside the planning time fence

Release Time Days

Calculate the demand time fence as the plan date (or the next workday if the plan is generated on a non workday) plus the value you enter here.

Release Time Fence

Choose an option to determine a point in time inside which planned orders for discretely planned items are automatically released as WIP jobs or purchase requisitions. The planned orders must meet the following auto-release criteria:

  • The new order date lies within the auto-release time fence for any order type (make or buy).

    • Order Date = Start Date - Pre-Processing Lead Time. For example if the Order Date is April 5 and the Start Date is April 7, if the pre-processing lead time is 2 days. When the order date falls inside the release time fence, the planned order is released.

  • The lead time is not compressed

  • The orders are for standard items (will not release models, option classes, and planning items)

  • The orders are not for Kanban items

  • The orders are for DRP planned items in a DRP plan, MPS planned items in an MPS plan, or MRP planned items in an MRP plan.

  • The release time fence option is defined as anything other than Do not auto-release, Do not release (Kanban), or Null

  • DRP, MPS, and MRP plans must be run with the Memory-based Planning Engine

Auto-release of repetitive schedules is not applicable for repetitively planned items. No material availability check is performed before WIP jobs are released.

Calculate the release time fence as the plan date (or the next workday if the plan is generated on a non workday) plus:


Value

Description

Cumulative mfg. lead time

The cumulative manufacturing lead time for the item.

Cumulative total lead time

The total manufacturing lead time for the item.

Total lead time

The total lead time for the item.

User-defined

The value you enter for Demand Time Fence Days.

Do not auto-release

The item cannot be auto-released

Do not release (Kanban)

For Kanban items, prevent release of planned orders manually or automatically

Repair Lead Time

Time to repair the part at the supplier site. The definition is in context with the final usable part of product and not based on the defective part. For example, if you can repair an item A from a defective item B, planning assumes the repair lead-time from item A when it calculates the repair of defective item B. A repair organization requires the time equal to the repair lead-time to convert a defective part to a usable part. You define the repair lead time in the repair organization.

Repair Program

Indicates the relationship with the vendor for the repair of an item. The available choices are:

Advanced Exchange on Defective Receipt Advanced Exchange on PO Issue Repair Return

Repair Yield

Indicates the yield when you upgrade or repair a defective part. The repair yield is always in context with the final usable part or product and not based on the defective part. The repair yield represents the yield of the repair process. You define the repair yield in the repair organization.

Repetitive Planning

Indicate whether to plan material requirements in repetitive daily rates. Turn this option off to plan material requirements in discrete quantities. The planning process suggests planned orders you can implement as discrete jobs or as purchase requisitions.

Round Order Quantities

Indicate whether the planning process uses decimal or whole number values when calculating planned order quantities or repetitive rates. When this option is turned on, decimal values round up (never down) to the next whole number. The planning process carries any excess quantities and rates forward into subsequent periods as additional supply.

Shrinkage Rate

Enter a factor that represents the average amount of material you expect to lose during manufacturing or in storage. The planning process inflates demand to compensate for this expected loss. For example, if on average 20% of all units fail final inspection, enter 0.2; the planning process inflates net requirements by a factor of 1.25 (1 / 1 - shrinkage rate).

Substitution Days

If the substitution window type is User-defined, then you specify the number of days a substitute is considered for an item.

Substitution Window

Enter a value that calculates until what time a substitute can be considered for an item as follows:


Value

Description

Cumulative mfg. lead time

The cumulative manufacturing lead time for the item.

Cumulative total lead time

The total manufacturing lead time for the item.

Total lead time

The total lead time for the item.

User-defined

The value you enter for Demand Time Fence Days.

Target Inventory Days of Supply

Enter the target inventory (in terms of days of supply) to be achieved by the planning engine.

Target Inventory Window

Enter the target inventory (in terms of quantity) to be achieved by the planning engine.

Item Order Management Specifications

The following are the item order management specification attributes and their possible values. You set these attributes when you define or update items.

Item Order Management Specification Attributes

ATP Components

Indicate whether to include, in available to promise checking, additional components in the bill of material for ATO and PTO items. These components are included in ATP checking if Check ATP for the component is turned on.

ATP Rule

Enter a user-defined available to promise rule. ATP rules define supply and demand sources, time-fence parameters, and available-to-promise calculation methods. You can give ATP rules meaningful names, such as ATO ATP Rule. If there is no ATP rule for the item, the organization's default ATP rule is used.

Charge Periodicity

This attribute is controlled at the master organization level.

The time the system uses to price a persistent or recurring service or product. Each unit of measure in this class is a periodicity value. An item has only one periodicity value.

Null

Check ATP

Indicate whether to check available to promise and/or capable to promise information when placing demand.

Check Material Only Check Material and Resources Check Resources Only None

This attribute also determines whether you can view component ATP information for material requirements in Work in Process.

Customer Ordered

Indicate whether to allow an item to be ordered by external customers. This attribute must be turned off if the Structure Item Type attribute is set to Planning.

If you turn this attribute on, you can temporarily exclude an item from being ordered by turning Customer Orders Enabled off.

Customer Orders Enabled

Indicates whether an item is currently customer orderable

You can initially define an item with Customer Ordered Item turned on and Customer Orders Enabled turned off. This means prices can be defined for the item, but no orders can be placed for it.

This attribute is optionally set by the Item Status code.

Eligibility Rule

A specific set of constraints or requirements that must be met for the offer to be available to a customer. For example, the customer may need to be a member of the loyalty program, or live in a certain state, or be in good financial standing with the company, or not be locked into an existing contract to be eligible for an offer.

Internal Ordered Item

Indicate whether to allow an item to be ordered on an internal requisition.

If you turn this attribute on, you can temporarily exclude an item from being ordered on an internal requisition by turning Internal Orders Enabled off.

Internal Orders Enabled

Indicate whether you can currently order an item internally. If you turn this attribute on, you can specify the item on an internal requisition, if Internal Ordered Item is also on.

If you turn Internal Ordered Item on, you can temporarily exclude an item from being ordered on an internal requisition by turning this attribute off.

This attribute is optionally set by the Item Status code.

Order Management Transaction Enabled

Indicates whether demand can be placed for an item and whether shipment transactions are interfaced.

Over Shipment Tolerance

Indicates the amount of the shipment you can ship below at the time of ship confirmation

Pick Components

Indicates whether an item has a bill of material with options, classes, or included items picked from finished goods inventory.

Picking Rule

Indicate picking rule that defines the order in which subinventories, locators, lots, and revisions are picked.

Returnable

Indicate whether to allow customers to return an item.

RMA Inspection Required

Indicate whether inspection is required for items returned by the customer. The item then must be separately transferred to inventory.

Ship Model Complete

Indicate whether any configuration derived from this model can ship only when all required quantities of all configuration components (options or included items) are available.

Under Shipment Tolerance

Indicate the amount of the shipment that can be shipped below at the time of ship confirmation.

Shippable

Indicate whether to ship an item to a customer. A warning is issued if you change the value of this attribute when open sales order lines exist.

This attribute must be turned off if the Structure Item Type attribute is set to Planning.

Sales Product Type

Indicates the sales product type:

Goods Subscription Coverage Training

Item Physical Specifications

The following are the item physical specification attributes and their possible values. You set these attributes when you define or update items.

Item Physical Specification Attributes

Collateral

Indicate whether the item is collateral.

Container

Identify that items are containers used for shipping sales orders.

Container Type

For items identified as containers, indicate the type of the container.

Downloadable

Indicate whether the item can be downloadable.

Electronic Format

Indicate whether the item exists only in an electronic format and not physical.

Event

Indicate whether the item is event.

Dimensions: Height

Enter the height of the item

Dimensions: Length

Enter the length of the item

Dimensions: Width

Enter the width of one unit of item.

Indivisible

Indicates whether the item can be ordered in fractions.

Internal Volume

Enter the internal volume of the container or vehicle in the same UOM as the Unit Volume. This attribute is used by shipping to calculate container capacity restrictions.

Maximum Load Weight

Enter the maximum load weight of the container or vehicle

Minimum Fill Percent

Enter the minimum fill percentage under which the container or vehicle should be used.

Unit

Indicate the unit of measure for the dimension of the item.

Unit Volume

Enter the volume of one unit of item.

Unit Weight

Enter the weight of one unit of item.

Vehicle

Indicate whether vehicles are used for shipping the items.

Warehouse Equipment

Indicate whether the item is equipment.

Item Process Manufacturing Specifications

The following are the item process manufacturing specification attributes and their possible values. You set these attributes when you define or update items.

Item Process Manufacturing Specification Attributes

CAS Number

Indicate the Chemical Abstracts Service (CAS) Registry Number. The CAS Number uniquely identifies a chemical substance. The CAS scientists assign a CAS registry number to a substance when it enters the CAS registry database. The CAS scientists identify new substances and assign them in sequential order in the database.

Hazardous Material

Indicate if the item is hazardous.

Process Costing Enabled

Select this check box if you plan so use the process costing module with this item. You must enabled the Inventory Asset attribute to enabled process costing. If the organization is process manufacturing enabled, the master level and organization level control does not apply for costing. The system stores costs for each organization and if multiple organizations need to use the same cost, then you must perform the setups in process costing.

Process Execution Enabled

Select this check box if you plan to use this item in a production batch as an ingredient, product, or by-product. This attribute is not mutually exclusive of the Build in WIP attribute. You can set both attributes to yes to use the item in both WIP and process manufacturing

Process Quality Enabled

Select this check box if you plan to use the process manufacturing quality module with this item. You must select this check box if you plan to create samples and specifications for this item.

Process Supply Locator

Enter a locator from which the item is normally consumed as an ingredient in process manufacturing

Process Supply Subinventory

Enter a subinventory from which the item is normally consumed as an ingredient in process manufacturing. This subinventory represents the production shop floor or the staging area.

Process Yield Locator

Enter a locator in which you place the results of a production batch.

Process Yield Subinventory

Enter a subinventory in which you place results of a production batch.

Recipe Enabled

Select this check box to enable use of this item in recipes or formulas in process manufacturing. You can modify this attribute at any time, however; if you deselect the check box you cannot use this item in future recipes.

Item Purchasing Specifications

The following are the Item Purchasing specification attributes and their possible values. You set these attributes when you define or update items.

Item Purchasing Specification Attributes

Allow Purchasing Document Description Update

Enables the item description to be updated in a purchase order.

Default Buyer

Enter the buyer assigned to purchase an item.

Expense Account

Enter the default inventory account for expense items. This attribute is used only when Inventory Asset Value is turned off.

Hazard Class

Use hazard classes to identify categories of hazardous materials for international trade purposes.

Input Tax Classification Code

Select the appropriate tax code for the item. The tax code shows the tax authorities and rates that are available to use for this item. You must select the taxable attribute to enable this field.

Inspection Required

Indicate whether to inspect an item upon receipt from the supplier, before paying the corresponding invoice.

Invoice Close Tolerance Percentage

Enter the percentage tolerance to automatically close purchase order shipments.

Closed for Invoicing is a status change only. You can invoice match additional items against the shipment later.

Invoice Match Option

Indicate the invoice matching used. Values can be:

Null 2 Way 3 Way 4 Way

List Price

Enter the value that used as the default price on a purchase order, requisition, RFQ, or quotation.

When performing supplier inventory replenishment, a List Price must be specified in order to automatically generate a requisition.

Market Price

Enter the market value for an item.

Match Approval Level

Status of the Match Approvals. It can be either: .

PO Receipt

Negotiation Required

Indicate whether negotiation is required or not.

Outside Processing

Indicate whether you can add the item to an outside processing purchase order line. You can turn this option on only if Purchased is also on.

Outsourced Assembly

Indicate whether this is an outsourced assembly item. Selecting this check box indicates that the assembly item has subcontracting components. You can select this attribute only if you enabled charge base chargeable subcontracting.

Price Tolerance Percentage

Enter the price tolerance percent, the maximum price percentage over the normal price range for an item. For example, if the tolerance percent is 5, the maximum acceptable price on a purchase order is 5% over the requisition price. Any purchase order price 5% above the requisition price is unacceptable, and you cannot approve the purchase order.

Purchasable

Indicate whether to order an item on a purchase order. You can set this only when Purchased is turned on.

Turning Purchasable off allows you to temporarily restrict the ability to buy. If Purchasable is set to Master Level control, then Purchased must be set to Master Level control.

This attribute is optionally set by the Item Status code.

Purchased

Indicate whether to purchase and receive an item. Turning this option on allows you to set the Purchasable attribute.

If an item is vendor managed, you must turn on this option.

Receipt Close Tolerance Percentage

Enter the percentage tolerance used to automatically close purchase order shipments.

You can receive additional items against the shipment later.

Receipt Required

Indicate whether you must receive an item before you can pay the invoice.

Rounding Factor

Enter a number between 0 and 1. This factor determines how to round the quantity on an internal requisition that results from conversions between the requisition line unit of measure and the item unit of issue. This factor insures that the unit of issue resolves to an integer, rather than a fractional amount.

Taxable

Indicate whether the supplier charges a tax.

UN Number

Enter the United Nations identification number. UN numbers are used to identify specific materials (hazardous materials, for example) for international trade purposes.

Unit of Issue

Enter the unit of measure you typically use to issue the item from inventory.

You use units of issue to round order quantities, minimizing shipping, warehousing, and handling costs. The unit of issue must be the same for all units of measure belonging to the same unit of measure class as the primary unit of measure.

Unit Type

Indicate the type of unit which is processed outside.

Use Approved Supplier

Indicate whether to use only approved suppliers.

Item Receiving Specifications

The following are the item receiving specification attributes and their possible values. You set these attributes when you define or update items.

Item Receiving Specification Attributes

Action

Indicates action to be performed when the receive date is outside the range defined by Quantity Received Tolerance.

None

No over tolerance enforced.

Reject

Reject receipts over the tolerance quantity. You receive an error message and are prevented from receiving quantities exceeding the order quantity by more than the Quantity Received Tolerance percent.

Warning

A warning message displays if you accept receipts over the quantity determined by the Over-Receipt Quantity Control Tolerance percent, but does perform the receipt

Allow Express Transactions

Indicate whether you can deliver all distributions for this item with one data entry transaction if the quantity to deliver equals the purchase order line balance. If this option is turned off, you must deliver individual distributions separately. Leave this field blank if you want Inventory to use the value defined in the Receiving Options window for transactions involving this item.

Allow Substitute Receipts

Indicate whether to allow receipt of defined substitutes in place of this item. You define valid substitutes with the Item Relationships window. Leave this field blank if you want Inventory to use the value defined in the Receiving Options window for transactions involving this item.

Allow Unordered Receipts

Indicate whether you can receive an item without a purchase order. If this option is on, you can later match the receipt to the appropriate purchase order. If this option is off, all receipts for an item must have a corresponding purchase order. Leave this field blank if you want to use the value defined in the Receiving Options window for transactions involving this item.

Days Early

Enter the number of days before the promise date you can receive an item without warning or rejection. For example, if you enter 3 and the promise date is a Friday, you can receive the item on Tuesday.

Days Late

Enter the number of days after the promise date you can receive an item without warning or rejection.

For example, if you enter 2 and the promise date is a Monday, you can receive the item on Wednesday.

Enforce Ship-to Location

Select an option to control whether the supplier can deliver to a location that differs from the ship-to location defined on the purchase order:

None

No ship-to location enforced

Reject

Prevent receipt of items not received to their purchase order ship-to location

Warning

Display a warning message if you attempt to receive an item to a location that differs from the purchase order ship-to location, but perform the receipt, anyway.

Receipt Date Action

Indicate action to be performed when the receive date is outside the range defined by Days Early Receipt Allowed or Days Late Receipt Allowed. Choices:

None

No receipt date exception enforced.

Reject

Reject receipts when the receive date is outside the range defined by Days Early Receipt Allowed or Days Late Receipt Allowed

Warning

Display a warning message if you attempt to receive an item outside the range defined by Days Early Receipt Allowed or Days Late Receipt Allowed, but perform the receipt, anyway

Receipt Routing

Indicates routing of the items at the time of receipt.

Direct

At receipt, deliver an item directly to its location.

Inspection

Receive an item first, inspect it, then deliver.

Standard

Receive an item first, then deliver without inspection

Tolerance Percentage

Enter the quantity received tolerance percent, the maximum acceptable over-receipt percentage, used by the Over-Receipt Quantity Control Action attribute. For example, if the tolerance percent is 5, then the acceptable quantity on a receipt transaction is within 5% of the quantity you order on a purchase order line. Any quantity more than 5% over the order quantity is unacceptable.

Item Service Groups Specifications

The following are the Item Service Groups specification attributes and their possible values. You set these attributes when you define or update items.

Item Service Groups Specification Attributes

Billing Type

Indicates user definable and must be tagged with one of three Billing Category Codes as follows:

Material (M) Labor (L) Expense (E)

Billing Types are used in contracts to define discount percents.

Contract Item Type

Indicate the contract item type:

Service

Days and times of coverage, reaction times, billing types, resolution times and preferred resources.

Subscription

These can represent intangible or tangible items. Tangible items can be shipped, counted or tracked by the Install Base.

Usage

Usage items are used to facilitate metered billing. Price breaks are used to calculate the usage bill.

Warranty

Days and times of coverage, reaction times, billing types, resolution times and preferred resources. A warranty is sold in Order Management along with the product as a component of a bill of material configuration. It has no associated list price in the price list and is never sold stand alone.

Null

This is the default value for non-contract item types.

Coverage Schedule Name

Enter the template associated with the contract item type. A template is mandatory for service and warranty, and optionally for subscription. For service and warrant, the template is a coverage template and represents days and times of coverage, reaction times, resolution times, preferred resources and billing types.

Create Fixed Asset

This indicates whether the item creates a depreciable inventory asset used in Enterprise Install Base. A value of Yes is only applicable when you turn on Installed Base Tracking

Duration

Enter a positive number to indicate the service duration. Duration and Duration Period are required for warranty and service contract item types only. The number you enter here along with the duration period e.g. Month, Year, provide defaults when you order the service. You can select any period or unit of measure as long as it is associated with the Time unit of measure class.

Duration Period

Enter a number to indicate the service duration period

Duration and Duration Period are required for warranty and service contract item types only

Enable Contract Coverage

Indicate whether the item is eligible to be covered by a service contract. Items eligible for contract coverage must also be defined as Track. When you turn on this option, you can order service for this item.

Enable Defect Tracking

Indicate if defects of this item can be tracked

Enable Provisioning

Select the check box to make the item eligible for electronic fulfillment by the service fulfillment manager. Additional setup is required in the service fulfillment manager.

Enable Service Billing

Select the check box to enable the Billing Type field

Instance Class

This flag is used in Telecommunication Service Ordering for defining a configured link. The only available option is Link. This is only applicable when Installed Base Tracking is on.

Recovered Part Disposition

This field is planned for future use. Currently all three disposition types cause the part to be transacted into the technician's default or designated subinventory. In the future this field will control the process for returning defective or unused parts to a warehouse consolidation point.

Service Request

Select if you can create a service request for the item. The available choices are:

Enabled:

You can create a service request for the item

Disabled

: Service requests are disabled for the item.

Inactive

Service requests are inactive for the item.

Null

You cannot create a service request for the item

Starting Delay in Days

Enter a positive number indicating how many days after shipment the warranty should start

Track in Installed Base

This flag enables life cycle tracking. Once set, you should not change this flag. Set this flag at the master item level.

Item Structure Specifications

The following are the item structure specification attributes and their possible values. You set these attributes when you define or update items.

Item Structure Specification Attributes

Assemble to Order

Indicates that the item is generally built for sales order demand; a final assembly work order is created based on sales order details.

Autocreated Configuration

Indicates whether the item is automatically created.

If the base model is null, you cannot select this attribute.

Base Model

This attribute may be controlled at the master or organization level, depending on your setup.

Displays the model from which an ATO configuration was created. The configuration item lists the ordered model item as its base model.

Create Configured Item

This item attribute is available only for ATO items. The attribute enables you to create configured item bills of materials based on the following options:

Based on Sourcing Items Based on Model Structure and Routing Based on Sourcing Based on Model

Effectivity Control

Indicates how to calculate lead time from either of the following choices:

Date

A concurrent program uses the date as the parameter.

Model/Unit Number

A concurrent program uses the unit number as the parameter.

Structure Item Type

Indicates the type of bill of material the item can possess, such as standard, model, planning, and so on.

Configurator Model Type

Indicates the capability to match to one of the following existing configurations of the models:

  • Standard

  • Container

  • Null

Item Web Store Option Specifications

The following are the item web option specification attributes and their possible values. You set these attributes when you define or update items.

Item Web Store Option Specification Attributes

Back Orderable

Indicate whether this item can be backordered, if ATP fails.

Minimum License Quantity

Indicates the minimum number of licenses a customer must order for products ordered and distributed based on licensing.

Orderable on the Web

Indicates whether this item is orderable on from the web.

Web Status

Indicates Indicate the web status of this item.

Disabled

This item is not web enabled.

Published

This item is web enabled, and published

Unpublished

This item is web enabled, and unpublished

Item Work in Process Specifications

The following are the Item Work in Process specification attributes and their possible values. You set these attributes when you define or update items.

Item Work in Process Specification Attributes

Build in WIP

Indicate whether to create discrete jobs or repetitive assemblies.

This attribute must be turned off if the Inventory Item attribute is turned off or if the Structure Item Type attribute is not set to Standard.

This attribute is optionally set by the Item Status code.

Inventory Carrying Penalty

Specify, in units per day, an Inventory Carry penalty for jobs that are not completed before they are scheduled to be finished. For example, the Inventory Carry penalty for a job that is not completed for an item might be 10 per day.

Locator

Enter the supply locator from which to issue (push) or backflush (pull) an item to work in process. You can also define a WIP supply locator for any bill that uses this item; the bill supply locator overrides the supply locator you define here. You must enter a WIP supply subinventory before you can enter a locator.

Operation Slack

Indicate, in units per day, the operation slack penalty for items having lag time between operations.

Subinventory

Enter the primary subinventory from which to issue (push) or backflush (pull) an item to work in process.

Tolerance Type

Select Percent or Amount, or leave the field blank. If you do not select an Overcompletion Tolerance Type, the tolerance defaults to the tolerance that you set at the organization level. If you did not set a tolerance at the organization level, the default is Null, which signifies that no over-completions are allowed.

Tolerance Value

The value for this attribute is the number value for the Overcompletion Tolerance Type that you selected. It determines the acceptable percent or quantity of assemblies that you will allow to be over-completed. For example, if you choose Percent as the Overcompletion Tolerance Type, and enter 100 as the Overcompletion Tolerance Value, you allow over-completions up to 100 percent of the original job or schedule quantity. If you did not select an Overcompletion Tolerance Type, you will not be able to enter a value in this field.

Type

Indicate a supply type for components.


Previous Page Next Page

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices