Oracle Inventory User's Guide

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Preface

Setting Up

Overview of Setting Up

Setup Flowchart

Setup Checklist

Setup Steps

Inventory Profile Options

Implementing Profile Options Summary

Profile Options

Inventory Structure

Overview of Inventory Structure

Prerequisites

Steps Involved

Organization Parameters Window

Defining Default Inventory Parameters

Defining Costing Information

Valuation Accounts

Defining Revision, Lot, Serial, and LPN Parameters

Defining ATP, Pick, Item-Sourcing Parameters

Defining Inter-Organization Information

Inter-Organization Transfer Accounts

Defining Other Account Parameters

Defining Warehouse Parameters

Defining Subinventories

Subinventory General Ledger Account Fields

Defining Stock Locators

Defining Organization Access

Defining Shortage Parameters

Copying Inventory Organizations

Inter-Organization Shipping Network

Defining Shipping Methods

Defining Intercompany Relations

Defining Economic Zones

Unit of Measure

Overview of Units of Measure

Defining Unit of Measure Classes

Examples of Unit of Measure Classes

Defining Units of Measure

Examples of Units of Measure

Defining Unit of Measure Conversions

Examples of Unit of Measure Conversions

Lot-Specific Unit of Measure Conversions

Item Setup and Control

Overview of Item Setup and Control

Implementing the Item Master Organization

Item Master Business Example

Item Attribute Controls

Control Level Dependencies

Item Status Control

Item-Defining Attributes

Status Attributes and Item Status Control

Relationships Between Attributes

Interdependent Attributes

Updatable Attributes

Defining Item Attribute Controls

Defining Container Types

Defining Item Status Codes

Defining and Viewing Pending Statuses

Defining Picking Rules

Defining Item Types

Item Templates

Templates Shipped by Oracle

User-defined Templates

Copying Templates

Using Templates

Organization-Specific Templates

Defining Item Templates

Copying Item Templates

Defining Cross-Reference Types

Assigning Cross-Reference Types

Defining Commodity Codes

Defining Customer Items

Setting Customer Item Defaults

Defining Customer Item Cross References

Overview of Item Categories

Item Category Flexfield Structures

Defining Categories

Defining Category Sets

Cartonization

Defining Default Category Sets

Assigning Items to Categories

Copying Items with Category Assignments

Unlimited Additional Category Sets

Specifying Recommended Categories

Defining Category Accounts

Overview of Item Cataloging

Defining Item Catalog Groups

Concatenated Item Descriptions

Defining Descriptive Elements

Defining Aliases

Item Cataloging Examples

Defining and Maintaining Item Information

Overview of Items

Master Level vs. Organization Level

Defining Items

Updating Item Attributes

Assigning Items to Organizations

Updating Organization Level Items

Open Item Interface

Importing Items

Customer Item and Customer Item Cross Reference Interfaces

Importing Customer Items

Importing Customer Item Cross References

Adding Attachments to Items

Viewing Item Information

Assigning Items to Catalogs

Defining Item Relationships

Defining Manufacturer Part Numbers

Assigning Subinventories to an Item

Assigning Items to a Subinventory

Defining Item Revisions

Defining Item Transaction Defaults

Searching for Items

Item Deletion

Item Attributes

Item Attributes Listed in Alphabetical Order

Main Attribute Group

Inventory Attribute Group

Bills of Material Attribute Group

Asset Management Attribute Group

Costing Attribute Group

Purchasing Attribute Group

Receiving Attribute Group

Physical Attribute Group

General Planning Attribute Group

MPS / MRP Planning Attribute Group

Lead Times Attribute Group

Work In Process Attribute Group

Order Management Attribute Group

Invoicing Attribute Group

Process Manufacturing Attribute Group

Service Attribute Group

Web Option Attribute Group

Lot Control

Overview of Lot Control

Setting Up Lot Control

Setting Up Grade Control

Item Lots

Assigning Lot Numbers Within Transactions

Lot Action Codes

Viewing Lot Genealogy

Lot Control Reports

Serial Control

Serial Number Control

Serial Number Restrictions for Transferring Between Organizations

Setting Up Serial Number Control

Generating Serial Numbers

Serial Number Assignment

Assigning Serial Numbers

Maintaining Serial Number Information

Viewing Serial Genealogy

Serial Number Control Reports

Material Status Control

Overview of Material Status

Setting Up Material Status Control

Transaction Setup

Overview of Transaction Setup

Control Options and Restrictions

Defining Default Subinventories and Locators

Converting Units of Measure

Transaction Source Types

Defining and Updating Transaction Source Types

Transaction Actions

Transaction Types

Defining and Updating Transaction Types

Defining Transaction Reasons

Defining Account Aliases

Defining Consumption Transaction Rules

Setting Transaction Processing Profile Options

Transaction Processing Mode

Launching Transaction Managers

Transaction Managers

Transactions

Overview of Inventory Transactions

Receiving Transactions

Transferring Between Subinventories

Performing Miscellaneous Transactions

Inter-organization Transfers

Direct Inter-organization Transfers

Inter-Organization Transfers via Intransit Inventory

Transferring Between Organizations

Planning Transfer Transaction

Transferring Consigned and VMI Material

Shortage Alerts and Shortage Notifications

Viewing Potential Shortages

Overview of Movement Statistics

Major Features

Defining Movement Statistics Parameters

Setting Up Movement Statistics

Automatically Generating Movement Statistics

Viewing and Maintaining Movement Statistics

Viewing Material Transactions

Viewing Message History

Viewing Transaction Summaries

Viewing Accounting Lines

View Accounting Windows

Drilling Down to Inventory from Oracle General Ledger

Viewing Pending Transactions

Pending Transactions Folder Window Available Fields

Viewing and Updating Transaction Open Interface Activity

Transaction Interface Folder Window Available Fields

Purging Transaction History

Transactions Reports

On-hand and Availability

Overview of On-hand and Availability

Material Workbench

Material Workbench Information

Viewing Item Availability

Viewing Item Status Information

Viewing Attribute Information

Material Workbench Transactions

Viewing Inventory Positions

Requesting the Multi-Organization Quantity Report

Viewing Item Supply and Demand Information

Item Reservations

Creating Reservations

Viewing Reservation Interface Activity

Reservations Interface Folder Window Available Fields

On-hand Availability Reports

Move Orders

Overview of Move Orders

Defining Pick Slip Grouping Rules

Setting Up Move Orders

Generating Move Order Requisitions

Generating Replenishment Move Orders

Allocating and Transacting Move Orders

Manual Move Order Allocation

Configuring the Material Pick Wave Process

Exception Management

Manually Allocating and Transacting Pick Wave Move Orders

Express Pick Release

Reservation Details

Planning and Replenishment

Overview of Inventory Planning and Replenishment

Summarizing Demand History

Requesting the Summarize Demand Histories Report

Defining a Forecast Rule

Generate a Forecast

Order Modifiers

Min-Max Planning

Requesting the Min-Max Planning Report

Entering and Reloading Item Safety Stocks

Reorder Point Planning

Requesting the Reorder Point Planning Report

Overview of Kanban Replenishment

Major Features

Defining Kanban Pull Sequences

Generating Kanban Cards

Defining Kanban Cards

Printing Kanban Cards

Replenishing Kanban Cards

Replenishment Counting

Sources of Replenishment

Entering and Processing Replenishment Counts

Purging Replenishment Counts

Cost Control and Accounting

Overview of Accounting Close Cycle

Maintaining Accounting Periods

ABC Analysis

Overview of ABC Analysis

Defining and Running an ABC Compile

Compile Criterion Field

Valuation Scope for Ranking Items

Defining ABC Classes

ABC Assignment Groups

Defining ABC Assignment Groups

Defining ABC Item Assignments

Updating ABC Item Assignments

Purging ABC Information

Cycle Counting

Overview of Cycle Counting

Defining and Maintaining a Cycle Count

Defining Cycle Count Classes

Cycle Count Items

Defining Cycle Count Items

Cycle Count Scheduling

Generating Automatic Schedules

Entering Manual Schedule Requests

Count Requests

Count Request for Items with Zero Count

Generating Count Requests

Requesting the Cycle Count List

Entering Cycle Counts

Approval Options and Tolerances

Count Adjustments and Approvals

Approving Cycle Count Adjustments

Serialized Cycle Counting

Scheduling and Generating Count Requests

Entering Cycle Counts

Approving and Adjusting Counts

Purging Cycle Count Information

Cycle Count Open Interface

Cycle Counting Reports

Physical Inventory

Overview of Physical Inventory

Defining a Physical Inventory

Taking a Snapshot of Inventory Quantities

Physical Inventory Tags Overview

Generating Physical Inventory Tags

Physical Inventory Counts

Void Tags

Entering and Voiding Physical Inventory Tag Counts

Voiding Physical Inventory Tags

Approval Tolerances

Approving Physical Inventory Adjustments

Processing Physical Inventory Adjustments

Purging Physical Inventory Information

Physical Inventory Reports

Intercompany Invoicing

Intercompany Invoicing Process Overview

Features

General Business Processes Summary

Intercompany Invoicing Setup

Transaction Flows

Intercompany Invoicing Reports

Intercompany Account Receivables Invoices Report

Intercompany Account Payables Invoices Report

Intercompany Invoice Accounting Distributions

Accounting Distributions from the Intercompany Accounts Receivable Invoice

Accounting Distributions for Intercompany Accounts Payable Invoice

Intercompany Invoice Pricing

Using Advanced Pricing Engine with Intercompany Invoicing

Seed Data Support of Advanced Pricing Integration with Intercompany Invoicing

Intercompany Invoicing for Sales Orders Example

Intercompany Invoicing Example Accounting Details

Intercompany Invoicing Sales Order Process

Intercompany Invoicing Internal Order Process

Intercompany Accounting Transactions Flows

Reports

Inactive Items Report

Item Reservations Report

Lot Transaction Register

Genealogy Report

Material Account Distribution Detail

Move Order Pick Slip Report

Material Account Distribution Summary

Serial Number Transaction Register

Transaction Historical Summary Report

Transaction Register

Transaction Source Type Summary

Shortages Summary Report

Shortage Parameter Report

Global Transaction Purge

Transaction Purge

Create Deferred Logical Transactions

Open Period Status Control

Close Period Status Control

Expired Lots Report

Lot Inventory Report

Material Status Definition Report

Lot Master Report

Activate On-hand Level Material Status Tracking

Grade Change History

Item Categories Report

Item Cross-References Listing

Item Definition Detail

Item Definition Summary

Item Demand History Report

Item Relationships Listing

Item Statuses Report

Item-Subinventory Report

Item Template Listing

Serial Number Detail

Customer Item Commodity Codes Listing

Customer Item Cross References Report

Customer Items Report

Item Organization Assignment Report

Forecast Rule Listing

Item Replenishment Count Report

PAR Replenishment Count Worksheet

Min-Max Planning Report

ABC Assignments Report

ABC Descending Value Report

Cycle Count Entries and Adjustments Report

Cycle Count Hit/Miss Analysis

Cycle Count Listing

Physical Inventory Item Accuracy Report

Physical Inventory Adjustments Report

Physical Inventory Counts Report

Cycle Count Open Requests Listing

Cycle Count Unscheduled Items Report

Cycle Counts Pending Approval Report

Physical Inventory Tags

Physical Inventory Tag Listing

Physical Inventory Missing Tag Listing

Physical Inventory Trend Report

Physical Inventory Summary Report

Print Cycle Count Entries Open Interface Data

Purge Cycle Count Entries Open Interface Data

Import Cycle Count Entries from Open Interface

Cycle Count Schedule Requests Report

Item Quantities Summary Report

Locator Quantities Report

Subinventory Quantities Report

VMI Onhand by Supplier Report

Vendor Lot Trace Report

Account Alias Listing

Freight Carrier Listing

Inter-organization Shipping Information Listing

Locator Listing

Organization Parameters Listing

Planner Listing

Status Attributes Listing

Subinventory Listing

Units of Measure Listing

Intercompany AR Invoices Report

Intercompany AP Invoices Report

Reorder Point Report

Organization Hierarchy Exceptions Report

Inventory Transaction by Cost Center and Account Report

Inventory Charges and Product Usage Report

Consumption Advice Diagnostics

Movement Statistics Exception Report

Movement Statistics Reset Status Report

Movement Statistics Processor

Movement Statistics Report

Inventory Packing Slip

Warehouse Inventory Adjustment Advice

Warehouse Inventory (Onhand) Report Message

Country-Specific Reports

Oracle Inventory Windows and Navigation Paths

Oracle Inventory Windows and Navigator Paths

Oracle Inventory Flexfields

Oracle Inventory Flexfields

System Items (Item Flexfield)

Oracle E-Records For Inventory

Manufacturing and Distribution Manager Windows and Navigation Paths

Navigation Paths For All Oracle E-Records-Enabled Discrete Manufacturing Business Events

Events

Event Key

Event Subscription

Oracle Approvals Management Seeded Data

Oracle E-Records Seeded Data: Generic Query Attributes

Glossary

Index

Oracle Inventory User's Guide

Contents