Oracle Inventory Management Extensions for Oracle Endeca

This chapter covers the following topics:

Overview
Item Information Discovery Page
Plan Fulfillment Page
Track Fulfillment Page
Space Utilization Page
Setting Up Oracle Inventory Management Extensions for Oracle Endeca
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Inventory Management
Scheduling Setup for Full Endeca Refresh
ETL Parameters for Inventory Management
Attribute Configuration Setup for Inventory Management Custom Configuration
Uploading User Configurable Attributes for Endeca Configuration
Menus for Oracle Inventory Management
Views and Joins for Oracle Inventory Management
EQL Based Portlets (Metrics and Data Visualizations)

Overview

You can use Oracle Inventory Management Extensions for Oracle Endeca to quickly search, filter, and compare item information across organizations and related entities. Using the Inventory Management Endeca pages, you can review and analyze data using Key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables.

You can search using Inventory Management pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS. In Oracle Inventory Management, the following pages enable search functions using Endeca Information Discovery integration:

Item Information Discovery Page: The Item Information Discovery page displays several regions and components with enhanced navigation that enables you to search, filter, and compare item information.
Plan Fulfillment Page: You can use the Plan Fulfillment page to plan fulfillment batches and view unfulfilled details including late, early, on time, and so on. You can also view details and order lines that do not have adequate on-hand inventory and take appropriate actions such as updating or deleting the reservation, and release a picking batch.
Track Fulfillment Page: You can use the Track Fulfillment page to track the fulfillment process and react in real time to changes impacting the delivery activities. You can monitor for delivery exceptions, holds and interface activity, and take appropriate actions to expedite the fulfillment.
Space Utilization Page: You can use the Space Utilization page to track fragmentation and take appropriate actions to consolidate material within Inventory. You can also find velocity mismatch with respect to transaction counts and quantities, and take appropriate actions to consolidate the material within Inventory.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1 V5 for the Oracle Inventory Management Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1). You must read this document and make note of the requirements before you begin your installation.

Note: Oracle Endeca Item Information Discovery is not supported for Oracle Product Hub.

Oracle Inventory Management Extensions for Oracle Endeca User Interface

Item Information Discovery Page

The Item Information Discovery page displays several regions and components with enhanced navigation. The following graphic displays a view of the Endeca Item Information Discovery page.

From the Inventory responsibility, navigate to the Item Information Discovery page:

(N) Inventory responsibility > Items > Item Information Discovery

From the Item Manager responsibility, navigate to the Item Information Discovery page:

(N) Item Manager > Item Catalog > Item Information Discovery

Note: You can also navigate to the Endeca Item Information Discovery page from the work orders results table in the Endeca Discrete Work Order Search page using Endeca Deep Linking.

the picture is described in the document text

Within the Endeca Item Information Discovery page, you can search and filter item information. You can analyze the data and review item metrics, charts, graphs, and tables. The following describes the Endeca Item Information Discovery page regions and components:


Region	Components
Guided navigation	You can use the Guided Navigation component to filter data using attribute groups. Expand the following list of attribute groups to view and select attribute names. You can also view 'Items' Descriptive Flexfield values from Guided Navigation. Primary Inventory Bill of Materials Asset Management Costing Purchasing Receiving Physical Attributes General Planning MPS MRP Planning Lead Times Work In Progress Order Management Invoicing Process Manufacturing Service Web Store Approved Suppliers Product Cost On-Hand Quantity Item Revisions
Item Metrics (metrics bar)	Items Organization Items Manufactured Items Stockable Items Purchased Items Customer Ordered Items Shippable Items Asset Items Service Items Items Pending Revisions (color coding configurable)
Browse Item Catalog (tag cloud component)	Top Ten Items Tag Cloud Component Note: The Browse Item Catalog tag cloud component displays the top ten items by frequency of occurrence.
Item Information (tabbed component container) Overview (tab)	Item Count (pie chart) Sort Options Organization Code Organization Code by Item (distinct count) (default) Series Dimensions (color) Organization Code (default) Status Item Count (bar chart) Sort Options Catalog Group Catalog Group by Number (count distinct) (default) Dimensions (category axis) Catalog Group (default) User Item Type BOM Item Type Container Type Configurator Model Type Contract Item Type Activity Type Asset Item Type Billing Type Forecast Type Series Dimensions (color) Status Items (Results List) Actions Carousel View Compare Export Print Note: Select the Item link to view Item Details. You can also select the Compare checkbox for multiple items, and then select 'Compare' to view and compare item details.
Item Information (tabbed component container) Attributes (tab)	Top 10 Item Functons (tag cloud component) Item Count by Item Status (cross tab) Item Attributes (results table) sorted by: Primary Note: Select the Item link to view Item Details in the Item Details region of this page. Select the Details link to navigate to the Item Details page. You can also select the Update Item link to navigate to the Item Master form to update the item. Inventory Bill of Materials Asset Management Costing Purchasing Receiving Physical Attributes General Planning MPS MRP Planning Lead Times Work in Progress Order Management Invoicing Process Manufacturing Service Web Store Note: Item Attributes can also be configured to display Descriptive Flexfield attributes. View Options Hide / Show Columns Sort Reset table to default Actions Print Export to Microsoft Excel Compare (select one or more items to compare)
Item Information (tabbed component container) Revisions (tab)	Top 10 Item Revision Reasons (tag cloud component) Revisions (cross tab)
Item Information (tabbed component container) Approved Suppliers (tab)	Top 10 Approved Suppliers (tag cloud component) Approved Supplier Count by Top 10 Organizations (results table) Approved Suppliers (cross tab)
Item Information (tabbed component container) Manufacturers (tab)	Top 10 Manufacturers (tag cloud component) Manufacturer Count by Top 10 Organizations (results table) Manufacturers (cross tab)
Item Information (tabbed component container) Related Items (tab)	Top 10 Item Relationship Types (tag cloud component) Related Item Count by Top 10 Organizations (results Table) Related Items (cross tab)
Item Information (tabbed component container) Cross References (tab)	Top 10 Item Cross Reference Types (tag cloud component) Item Cross Reference Count by Top 10 Organizations (results table) Cross References (cross tab)
Item Information (tabbed component container) Classifications (tab)	Top 10 Inventory Categories (tag cloud component) Item Category Assignment Count by Top 10 Organizations (results table) Classifications and Categories (cross tab)
Item Information (tabbed component container) Inventory (tab)	Inventory (results table) Item Cost (results table)
Compare	To view a side-by-side comparison of item attributes, you must select two or more items. Filter attributes Primary Inventory Bill of Materials Costing Purchasing Physical Attributes General Planning MPS_MRP Planning Lead Time Work in Progress Order Management Actions Remove selected Reset view Expand all groups Collapse all groups

Plan Fulfillment Page

The Plan Fulfillment page lets you plan fulfillment batches and view unfulfilled details including late, early, on time, and so on. You can also view details and order lines that do not have adequate on-hand inventory and take appropriate actions such as updating or deleting the reservation, and release a picking batch. You can view delivery logistics metrics, charts, and results tables. The following displays the Plan Fulfillment page.

From the Inventory responsibility, navigate to the Plan Fulfillment page:

(N) Order Management > Shipping > Plan Fulfillment

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The following describes the Endeca Inventory Management Plan Fulfillment page regions and components:


Region	Components
Range Filters	You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range.
Guided Navigation	You can use the Guided Navigation component to filter data using the following attributes: Organization Note: Graphs and results tables will NOT display data until you select an Organization. You can select only one Organization. Charts and results tables load data when: The user selects an Organization from Guided Navigation The user’s responsibility has access to one Organization only Customer Name Order Type Line Type Item Order Number Released Status Carrier Ship Method Shipment Priority Line Schedule Date Line Requested Date Order Creation Date Flexfields Additional Line Attribute Information Additional Header Information Additional Delivery Detail Information
Metric (metrics bar) Note: The Metric Components are color coded to highlight warnings and health.	Orders Total number of orders with at-least one line that can be fulfilled. >= 200, RED, “High Outbound Load” >= 100 & < 200, YELLOW, “Medium Outbound Load” < 100, GREEN, “Low Outbound Load” Backorder Lines Percent of order lines with at least one detail in back-ordered status. “BO Lines > 50% of Total”, RED, “High Backorder” “BO Lines < 10% of Total”, GREEN, “Low Backorder” Unreleased Lines Percent of unreleased order lines. Total Value Total selling value that can be fulfilled in the appropriate currency based on unit selling price and unfulfilled. >= 20K, RED, “High Outbound Load” >= 10K & < 20K, YELLOW, “Medium Outbound Load” < 10K, GREEN, “Low Outbound Load” Late Value Total selling value that can be fulfilled in the appropriate currency based on unit selling price and unfulfilled quantity on LATE order lines. >= 20K, RED, “High Late Performance” >= 10K & < 20K, YELLOW, “Medium Late Performance” < 10K, GREEN, “Low Late Performance” Items Total number of unique items that will be fulfilled. Total Weight Total weight (LBS) of the unfulfilled lines based on quantity and item weight. >= 80K, RED, “Heavy” > 20K & < 80K, YELLOW, “Medium” <= 20K, GREEN, “Low” Total Volume Total volume (Cubic Ft.) of the unfulfilled lines based on quantity and item volume. >= 3.4K, RED, “Heavy” > 3K & < 3.4K, YELLOW, “Medium” <= 3K, GREEN, “Low” Earliest Scheduled Date Earliest scheduled ship date from unfulfilled order lines. Latest Scheduled Date Latest schedule ship date from unfulfilled order lines.
Order Types (tag cloud)	Top Ten Order Types Tag Cloud Component Note: The Order Types tag cloud component displays the top ten Order Types by frequency of occurrence.
Items (tag cloud)	Top Ten Items Tag Cloud Component Note: The Items tag cloud component displays the top ten items by frequency of occurrence.
Demand (chart)	Total Value by Customer (chart) Sort Options Customer Customer by Total Value Dimensions (Value Axis) Total Value Total Quantity Series Dimension (Color) Customer Item Carrier Ship Method Shipment Priority Plan Status
Demand & Availability (chart)	Demand, Reserved, On-hand by Item Sort Options Item Item by Demand Item by Reserved Item by On-hand
Unfulfilled Demand (tabbed component container) Note: This results table displays relevant attributes for sales order demand and availability.	Unpicked Details (results table) Column Sets Main Line Detail Header Descriptive Flexfield Line Descriptive Flexfield Detail Descriptive Flexfield View Options Conditional Formatting Hide / Show Columns Sort Reset Table to Default Actions Print Export to Microsoft Excel Links Customer Name - link to Release Sales Orders For Picking form Order Number - link to Order Details Page Item - link to Item Details Page
Item Reservations (tabbed component container)	Item Reservations (results table) Column Sets Main Other Note: The default for the Reservation form can be set with the selected reservation record from the Primary Reserved Quantity column link in the Item Reservations tabbed component container. View Options Conditional Formatting Hide / Show Columns Sort Reset Table to Default Actions Print Export Links Item - link to the Item Details page. Primary Reserved Quantity - link to the Item Reservation window to view and update item reservation information. Order Number - link to the Order Details page.

Track Fulfillment Page

The Track Fulfillment page lets you track the fulfillment process and react in real time to changes impacting the delivery activities. You can monitor for delivery exceptions, holds and interface activity, and take appropriate actions to expedite the fulfillment. You can view delivery logistics metrics, charts, and results tables. The following displays the Track Fulfillment page.

From the Inventory responsibility, navigate to the Track Fulfillment page:

(N) Order Management > Shipping > Track Fulfillment

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The following describes the Endeca Inventory Management Track Fulfillment page regions and components:


Region	Components
Range Filters	You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range.
Guided Navigation	You can use the Guided Navigation component to filter data using the following attributes: Organization Graphs and results tables will NOT display data until you select an Organization. You can select only one Organization. Charts and results tables load data when: The user selects an Organization from Guided Navigation The user’s responsibility has access to one Organization only Customer Name Customer Class Item Order Number Hold Released Status Delivery Delivery Status Delivery Carrier Delivery Ship Method Trip Name Trip Status Trip Carrier Trip Ship Method Interface Activity Pick Slip Number Line Schedule Date Line Requested Date Order Creation Date Pick Release Date Flexfields Additional Delivery Detail Information Additional Delivery Information
Metric (metrics bar) Note: The Metric Components are color coded to highlight warnings and health.	Total Value Total Value of lines being currently fulfilled and as a part of the current data set. >= 20K, RED, “High Outbound Load” >= 10K & < 20K, YELLOW, “Medium Outbound Load” < 10K, GREEN, “Low Outbound Load” Delivery Exceptions Percent of delivery details with exceptions for the current data set. >= 50% of Total, RED, “High” >= 5% & < 50%, YELLOW, “Medium” Holds Percent of lines with holds. >= 5% of Total, RED, “High” Interface Activity Percent of records with interface activity. >= 5% of Total, RED, “High”
Delivery Exceptions (tag cloud)	Top Ten Delivery Exceptions Tag Cloud Component Note: The Delivery Exceptions tag cloud component displays the top ten Delivery Exceptions by frequency of occurrence.
Items (tag cloud)	Top Ten Items Tag Cloud Component Note: The Items tag cloud component displays the top ten items by frequency of occurrence.
Fulfillment Progress (tabbed component container)	Demand (chart) Demand by Value by Customer, Released Status Sort Options Customer Customer by Demand by Value Dimensions (Value Axis) Demand by Value Demand by Quantity Group Dimensions (Category Axis) Customer Item Carrier Ship Method Shipment Priority Series Dimensions (Color) (none) Released Status Plan Status Exception Type Fulfillment Progress (results table) Note: The Fulfillment Progress results table component displays the data related to in progress lines and tasks. Column Sets Main Line Delivery Detail Descriptive Flexfield Delivery Descriptive Flexfield View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export to Microsoft Excel Multi-Row Select - Multi-row selection of data Links Order Number - link to Order Details page Item - link to Item Details page Delivery Name - link to Shipping Transactions form where you can plan and manage trips, stops, deliveries, delivery lines, and LPNs (containers).
Delivery Exceptions and Holds (tabbed component container)	Delivery Exceptions (chart) Exceptions by Value by Exception Name, Delivery Name Sort Options Exception Name Exception Name by Exceptions by Value Dimensions (Value Axis) Exceptions by Value Exceptions by Count Group Dimensions (Category Axis) Exception Name Customer Item Carrier Ship Method Shipment Priority Released Status Plan Status Series Dimensions (Color) (none) Delivery Name Delivery Detail Delivery Exceptions (results table) Note: The Delivery Exceptions results table component displays the data related to in-progress lines. Column Sets Main Miscellaneous View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export Links Delivery Name - link to the Shipping Transactions window where you can plan and manage the trips, stops, deliveries, delivery lines, and LPNs (containers). Exception Name - link to the View Exceptions window where you can track, review, and update current and past exceptions that have been logged either manually or automatically. Holds (chart) Holds by Value by Customer, Delivery Name Sort Options Customer Customer by Holds by Value Dimensions (Value Axis) Holds by Value Holds by Line Count Group Dimensions (Category Axis) Customer Item Carrier Ship Method Shipment Priority Released Status Plan Status Series Dimensions (Color) (none) Delivery Name Delivery Detail Order Number Line Number Holds (results table) Note: The Holds results table component displays the data related to in-progress lines. Column Sets Main Miscellaneous View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export Links Order Number - link to the Order Details page. Detail ID - click to refine by this value.
Interface Activity (tabbed component container)	Interface Activity (chart) Exceptions by Value by Customer, Delivery Name Note: This chart shows interface activity by sale value in appropriate currency. Sort Options Customer Customer by Exceptions by Value Value Axis Exceptions by Value Exceptions by Count Dimensions (Category Axis) Customer Item Carrier Ship Method Plan Status Series Dimensions (Color) (none) Delivery Name Delivery Detail Order Number Line Number Interface Activity (results table) Note: The Interface Activity results table component displays the data related to in-progress lines and tasks. Column Sets Main Miscellaneous View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export Links Delivery Name - link to the Shipping Transactions window where you can plan and manage trips, stops, deliveries, delivery lines, and LPNs (containers). Order Number - link to the Order Details page. Inventory Error - link to the Transaction Interface window where you can view, edit, and correct transactions.

Space Utilization Page

The Space Utilization page lets you track fragmentation and take appropriate actions to consolidate material within Inventory. You can also find velocity mismatch with respect to transaction counts and quantities, and take appropriate actions to consolidate the material within Inventory. You can view inventory metrics, charts, and results tables. The following displays the Space Utilization page.

From the Inventory responsibility, navigate to the Space Utilization page:

(N) Inventory Management > Space Utilization

the picture is described in the document text

The following describes the Endeca Inventory Management Space Utilization page regions and components:


Region	Components
Sub Tabs (page links)	Overview - Select this sub-tab to access the Space Utilization Endeca page. Generate Move Orders - Use the Actions menu from the results table to navigate to the Generate Move Orders page. Once you are in the Generate Move Orders page, select the Overview sub-tab to navigate back to the Space Utilization Endeca page.
Range Filters	You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range.
Guided Navigation	You can use the Guided Navigation component to filter data using the following attributes: Organization Note: Graphs and results tables will NOT display data until you select an Organization. You can select only one Organization. Charts and results tables load data when: The user selects an Organization from Guided Navigation The user’s responsibility has access to one Organization only Subinventory Subinventory Type Locator Locator Type Item Transaction Type Transaction Action Transaction Source Type Creation Date Transaction Date Stock Locators (Descriptive Flexfield Attributes) Subinventories (Descriptive Flexfield Attributes)
Metric (metrics bar) Note: The Metric Components are color coded to highlight warnings and health.	Items Total number of fragmented items by count >= “N” >= 50, RED, “High Fragmentation” >= 10 & < 50, YELLOW, “Medium Fragmentation” < 10, GREEN, “Low Fragmentation” Locators Total number of fragmented locators by count >= “N” >= 50, RED, “High Fragmentation” >= 10 & < 50, YELLOW, “Medium Fragmentation” < 10, GREEN, “Low Fragmentation” Velocity (Count) Total number mismatch between item & locator velocity by transaction counts. >= 50, RED, “High Mismatch” >= 10 & < 50, YELLOW, “Medium Mismatch” < 10, GREEN, “Low Mismatch” Velocity (Quantity) Total number mismatch between item & locator velocity by quantity counts. >= 50, RED, “High Mismatch” >= 10 & < 50, YELLOW, “Medium Mismatch” < 10, GREEN, “Low Mismatch”
Transaction Types (tag cloud)	Top Ten Transaction Types Tag Cloud Component Note: The Transaction Types tag cloud component displays the top ten Transaction Types by frequency of occurrence.
Subinventories (tag cloud)	Top Ten Subinventories Tag Cloud Component Note: The Subinventories tag cloud component displays the top ten Subinventories by frequency of occurrence.
Items (tabbed component container)	Item fragmentation (scaled) Count by Item, Locator (chart) Note: This chart displays item fragmentation without highlighting the quantity of each item in a locator. For example, each bar represents the item and each stack represents the locators in which this item exists. Sort Options Item Item By Count Series Dimensions (Color) (none) Locator Item Status Material Status Item fragmentation (non scaled) Count, Quantity by Item, Locator (chart) Note: This chart displays item fragmentation and highlights the quantity of each item in a locator. For example, each bar represents the item and each stack represents the quantity of this item in that locator. Sort Options Item Item by Count Item by Quantity Series Dimensions (Color) (none) Locator Item Status Material Status Items (results table) Note: The Items results table component displays the data related to item fragmentation. Column Sets Main Locator Descriptive Flexfield Item Descriptive Flexfield Subinventory Descriptive Flexfield View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export Generate Move Order - You can create move orders and assign destination sub/locator and user. Update Status - From the Main column set, you can select a row and the Item Status column link to update the status on items. Select the Locator Material Status column link to update the locator status. Links Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization. Locator Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items.
Locators (tabbed component container)	Locator fragmentation (scaled) Count by Locator, Item (chart) Note: This chart displays locator fragmentation without highlighting the quantity of each item in a locator, For Example, each bar represents a locator and each stack represents the items in the locator. Sort Options Locator Locator by Count Series Dimensions (Color) (none) Item Item Status Material Status Locator fragmentation (non-scaled) Count, Quantity by Locator, Item (chart) Note: This chart displays locator fragmentation and highlights the quantity of each item in a locator. For example, each bar represents the locator and each stack represents the quantity of an item in that locator. Sort Options Locator Locator by Count Locator by Quantity Series Dimensions (Color) (none) Item Item Status Material Status Locators (results table) Note: The Locators results table component displays the data related to locator fragmentation. Columns Sets Main Locator Descriptive Flexfield Item Descriptive Flexfield Subinventory Descriptive Flexfield View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export Generate Move Order - You can create move orders and assign destination sub/locator and user. Update Status - From the Main column set, you can select a row and the Locator Status column link to update the locator status. Select the Item Status column link to update the item status. Links Locator Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items. Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization.
Velocity (Count) (tabbed component container)	Item Velocity (Top 1000) Count by Item, Locator (chart) Note: This chart displays item velocity by locator. The metric for the graphs is 'transaction count (sum)'/'transaction quantity (sum). Sort Options Item Item by Count Series Dimensions (Color) (none) Locator Subinventory Material Status Locator Velocity (Top 1000) Count by Locator, Row (chart) Note: This chart displays locator velocity. The metric for this graph is 'transaction count (sum)'. Sort Options Locator Locator by Count Series Dimensions (Color) (none) Row Rack Subinventory Material Status Mismatch Distinct Items by Locator, Item (chart) Note: This chart displays lot fragmentation and highlights the locators that hold items where item velocity does not match locator velocity. Sort Options Locator Locator by Distinct Items Group Dimensions (Category Axis) Locator Item Series Dimensions (Color) (none) Item Locator Items (results table) Note: The Items results table component displays the data related to velocity fragmentation. Column Sets Main Locator Descriptive Flexfield Subinventory Descriptive Flexfield View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export Generate Move Order - You can create move orders and assign destination sub/locator and user. Update Status - From the Main column set, you can select a row and the Item Status column link to update the item status. Select the Locator Material Status column link to update the locator status. Links Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization. Locator Material Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items.
Velocity (Quantity) (tabbed component container)	Item Velocity (Top 1000) Quantity by Item, Locator (chart) Note: This chart displays item velocity by locator. The metric for the graphs is 'transaction count (sum)'/'transaction quantity (sum). Sort Options Item Item by Quantity Series Dimensions (Color) (none) Locator Subinventory Material Status Locator Velocity (Top 1000) Count by Locator, Row (chart) Note: This chart displays locator velocity. The metric for this graph is 'transaction count (sum)'. Sort Options Locator Locator by Count Series Dimensions (Color) (none) Row Rack Subinventory Material Status Mismatch Quantity by Locator, Item (chart) Note: This chart displays lot fragmentation and highlights the locators that hold items where item velocity does not match locator velocity. Sort Options Locator Locator by Quantity Group Dimensions (Category Axis) Locator Item Series Dimensions (Color) (none) Item Locator Items (results table) Note: The Items results table component displays the data related to velocity fragmentation. Column Sets Main Locator Descriptive Flexfield Subinventory Descriptive Flexfield View Options Conditional Formatting Hide / Show Columns Sort Reset table to default Actions Print Export Generate Move Order - You can create move orders and assign destination sub/locator and user. Update Status - From the Main column set, you can select a row and the Item Status column link to update the item status. Select the Locator Material Status column link to update the locator status. Links Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization. Locator Material Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items.

Oracle Inventory Management Extensions for Oracle Endeca Product Configuration

Setting Up Oracle Inventory Management Extensions for Oracle Endeca

This section provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1 V5 for the Oracle Inventory Management Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1). You must read this document and make note of the requirements before you begin your installation.

Setup and Configuration Steps

To set up Oracle Inventory Management Extensions for Oracle Endeca, you must complete the following steps:

Set Access Control by assigning UMX roles and updating access grants.
Schedule Setup and Load Item Master data by running graphs provided by Inventory.
Load Attribute Configuration.
Upload User-Configurable Attributes for Endeca Configuration.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Inventory Management

As part of the Oracle E-Business Suite-EID integration for Oracle Inventory Management, the following UMX Roles, Permission Sets, and Grants are provided:


Role	Internal Code Name
INV Endeca Item Discoverer	UMX\|INV_ENDECA_ITEM_DISCOVERER
INV Plan Fulfillment Endeca Access Role	UMX\|INV_PF_ENDECA_ACCESS_ROLE
INV Track Fulfillment Endeca Access Role	UMX\|INV_TF_ENDECA_ACCESS_ROLE
INV Space Utilization Endeca Access Role	UMX\|INV_SU_ENDECA_ACCESS_ROLE

You must add the UMX roles to enable Endeca menus for the Inventory and Item Manager responsibilities (or any other custom responsibility which is using the same menu). You must assign these UMX roles to the responsibility.


Permission Sets	Internal Code Name
Item Endeca Menu	INV_ITEM_ENDECA_MENU
INV Plan Fulfillment Endeca Access Permission Set	INV_PF_ENDECA_ACCESS_PS
INV Track Fulfillment Endeca Access Permission Set	INV_TF_ENDECA_ACCESS_PS
INV Space Utilization Endeca Access Permission Set	INV_SU_ENDECA_ACCESS_PS


Grants	Internal Code Name
INV Plan Fulfillment Endeca Access Grant	INV_PF_ENDECA_ACCESS_GRANT
INV Track Fulfillment Endeca Access Grant	INV_TF_ENDECA_ACCESS_GRANT
INV Space Utilization Endeca Access Grant	INV_SU_ENDECA_ACCESS_GRANT

To enable Endeca menus and access through a responsibility other than ‘Inventory’ or ‘Item Manager', complete the following steps

At the responsibility level menu, add a prompt-less menu entry for ‘ITEM ENDECA MENU’ with the GRANT checkbox unchecked.
Add an additional menu entry with the prompt ‘Endeca Item Search’ for function, and ‘Item Endeca Search page’ with the GRANT checkbox un-checked.
You must add the UMX role 'INV Endeca Item Discoverer' (Internal Code Name: UMX|INV_ENDECA_ ITEM_DISCOVERER) to enable Endeca menus for any custom responsibility which is using the same menu. You must assign this UMX role to the responsibility.
If you need to drill down to the OAF Item Overview page from Endeca, then one additional prompt-less entry for ‘EGO User Item Workbench Menu’ is required. You must select the GRANT checkbox here.

You must complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):

Assign UMX Roles to the Responsibility.
Oracle recommends that you make a duplicate of INV_ENDECA_ACCESS_GRANT and assign a UMX role to the responsibility through this new grant. This is a recommended practice.

Note: For assigning UMX roles and grants, refer to Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1).

Scheduling Setup for Full Endeca Refresh

The initial data upload for Endeca Search is complete when the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.

To schedule ETL on the Integrator Server

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Select the graph 'inv-item'.
Click Create to set the scheduler.

ETL Parameters for Inventory Management

You can load data to the Item Master data store by running the following graphs provided by Inventory Management.

To load data to the ItemMaster data store

Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node under inv-item.
Graphs to load data include:
- FullLoadConfig.grf: This graph loads all Item Master data to the data store. You should run this graph as the first graph for Item data load after the where clause in workspace is modified to restrict Item organization(s).
  
  Note: If you are loading data for the first time, then run FullLoadConfig.grf only. You can run other graphs according to your requirements. Run IncrementalLoadConfig.grf periodically. You can set up this graph from the Scheduling tab.
- LoadAdditionalOrgItems.grf: This graph provides split load capability (split by organizations) of Full Load and Full refresh for high volume customers.
- IncrementalLoadConfig.grf: This graph detects the changes (insert/update) since the last Full Load/Incremental Load and loads incrementally changed data into the Endeca data store.
  
  Note: Data deleted in EBS Inventory Management will not be removed from Endeca by running the Incremental Load Graph. You must run the FullLoadConfig.grf graph to remove all data from Endeca and reload everything.
- LoadOnHandQtyFullConfig.grf: This graph fully refreshes the on-hand and available-to-reserve for all stock-able items loaded into the inv-item Endeca data store.
- LoadOnhandQtyIncrConfig.grf: This graph detects the changes (insert/update) in on-hand and available-to-reserve for all stock-able items loaded into Endeca Data store.
  
  This graph cannot detect cases where the entire quantity from a sub-inventory is transacted because history is not maintained in the underlying tables. For those cases, run the LoadOnHandQtyFullConfig.grf graph.
Plan Fulfillment, Track Fulfillment and Space Utilization pages use three individual ETL sandboxes named invpfetl.zip, invtfetl.zip, and invsuetl.zip shared between Inventory and WMS. Each file contains Full load and Incremental graphs specific to the data domain as follows:
- FullLoadConfig.grf: Full Load
- IncrLoadConfig.grf: Incremental Load
Note: Read all contents of workspace.prm in sandbox inv-item while designing your dataload runs.

Restricting Data Loaded Into the Endeca Data Store Based on Organizations and Subinventories

The lookup 'Organization Control For WMS and INV Endeca Extensions' restricts data being loaded to the Endeca data store based on Organization in the Plan Fulfillment, Track Fulfillment, and Space Utilization pages. The lookup is seeded with 'ALL' as the default lookup code to load data for all Inventory Organizations. If there is a requirement not to load data for all Inventory Organizations, then disable the default lookup code 'ALL and add the lookup code value 'Organization Code'.

The lookup 'Subinventory Control For WMS and INV Endeca Extensions' restricts data being loaded to the Endeca data store based on Subinventories in the Space Utilization page. The lookup is seeded with 'ALL' as the default lookup code to load data for all Subinventories. If there is a requirement not to load data for all Subinventories, then disable the default lookup code 'ALL' and add the lookup code value 'Organization Code' or 'Subinventory Code'.

Attribute Configuration Setup for Inventory Management Custom Configuration

Before the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1), attribute configuration must be loaded and include all seeded attributes as well as user configured custom attributes. The Endeca attribute configuration for the seeded attributes is provided in the inveidattrs.ldt file (for attribute definitions), and the inveidgrps.ldt file (for attribute group definitions). For the user configured custom attributes, you must modify the ldt files appropriately and upload using FNDLOAD.

Note: This is meta-data. At present, meta-data can be loaded only during full load run (FullLoadConfig.grf ). Incremental run (IncrementalLoadConfig.grf) cannot detect any new meta-data, or change to meta-data.

User-configurable attributes include:

Catalog Groups and Descriptive Elements
Category Sets and Categories
Related Item - Relationship Types
Item Cross Reference Types

Uploading User Configurable Attributes for Endeca Configuration

To add a Purchasing custom category to Endeca configuration

Open the seeded Endeca attributes inveidattrs.ldt file in a text editor.
Following a similar structure to inveidattrs.ldt, create an additional custom ldt for user configurable attributes. For example, you can create a 'inveidatts_cust' ldt. If Purchasing is the custom attribute you are defining, then insert a section as follows:
```
BEGIN FND_EID_PDR_ATTRS "11" "Purchasing"
  	ENDECA_DATATYPE = "mdex:string"
  	EID_ATTR_PROFILE_ID = "1"
  	EID_RELEASE_VERSION = "3.0"
  	ATTRIBUTE_SOURCE = "<Company Name>"
  	MANAGED_ATTRIBUTE_FLAG = "N"
  	HIERARCHICAL_MGD_ATTR_FLAG = "N"
  	DIM_ENABLE_REFINEMENTS_FLAG = "N"
  	DIM_SEARCH_HIERARCHICAL_FLAG = "N"
  	REC_SEARCH_HIERARCHICAL_FLAG = "N"
  	MGD_ATTR_EID_RELEASE_VERSION = "N"
  	OBSOLETED_FLAG = "N"
  	OBSOLETED_EID_RELEASE_VERSION = "0"
  	DISPLAY_NAME = "Purchasing"
  	ATTRIBUTE_DESC = "Purchasing"
  	USER_DISPLAY_NAME = "Purchasing"
  	USER_ATTRIBUTE_DESC = "Purchasing"
  	LAST_UPDATE_DATE = "2012/07/10"
  	APPLICATION_SHORT_NAME = "INV"
  	OWNER = "ORACLE12.1.3"\u0009
	END FND_EID_PDR_ATTRS
```
Note:
- 'Purchasing' in the first line is the internal name for the attribute. This can accept only the following characters: A to Z, a to z, and 0 to 9.
- DISPLAY_NAME, ATTRIBUTE_DESC, USER_DISPLAY_NAME, and USER_ATTRIBUTE_DESC values can be the same as what you use.
- EID_ATTR_PROFILE_ID = "1" defines the search level during Endeca Search. Value of '1' enables Record Count, Value Search, and Text Search. If all attributes have this value, then Endeca search performance may be slow. Evaluate and assign proper values. For more information, refer to E-Business Suite and Endeca Information Discovery documentation.
- LAST UPDATE DATE should be in format YYYY/MM/DD.
The seeded Endeca attributes inveidattrs.ldt file should now appear as:
Save and Close.
Open the seeded Endeca attributes group inveidgrps.ldt file in a text Editor.
Create a file similar to the following structure and name it "inveidgrps_custom". If Purchasing is the custom attribute you are defining, then insert a section as follows:
```
BEGIN FND_EID_ATTR_GROUPS "11" "Categories" "Purchasing"
		GROUP_ATTRIBUTE_SOURCE = "ORACLE"
		EID_RELEASE_VERSION = "3.0"
		OBSOLETED_FLAG = "N"
		OBSOLETED_EID_RELEASE_VERSION = "0"
		LAST_UPDATE_DATE = "2012/07/10"
		APPLICATION_SHORT_NAME = "INV"
		OWNER = "<Company Name>"
	END FND_EID_ATTR_GROUPS
```
The seeded Attribute Groups that you must use include:
- Catalog Groups and Descriptive Elements (Attribute Group: CatalogGroup)
- Category Sets and Categories (Attribute Group: Categories)
- Related Item – Relationship Types (Attribute Group: ItemRelationships)
- Item Cross Reference Types (Attribute Group: ItemCrossReferences)
The seeded Endeca attributes inveidgrps.ldt file should now appear as:
Save and Close.
Use FNDLOAD to upload the modified ldt files.

Menus for Oracle Inventory Management

Oracle Inventory Management integration includes the following user menu functions:


User Function Name	Function Name
Item Endeca Menu	INV_ITEM_ENDECA_MENU
Item Search Home Page	INV_ENDECA_ITEM_SEARCH_HOMEPG
Plan Fulfillment	INV_PLAN_FULFILLMENT
Track Fulfillment	INV_TRACK_FULFILLMENT
Space Utilization	INV_SPACE_UTILIZATION
Manufacturing and Distribution Manager - Endeca Plan Fulfillment Menu	INV_ENDECA_HOME_PF
Manufacturing and Distribution Manager - Endeca Track Fulfillment Menu	INV_ENDECA_HOME_TF
Manufacturing and Distribution Manager - Endeca Space Utilization Menu	INV_ENDECA_HOME_SU
Inventory	INV_NAVIGATE

Views and Joins for Oracle Inventory Management

The following views are used by the ETL layer in Endeca to load Oracle Item Master data to the Endeca data store:


View Name	Purpose
MTL_ITEM_ENDECA_GRAIN_V	Denormalized view of mtl_system_items_b_kfv and its (other than below mentioned entities) child entity details
MTL_ITEM_ENDECA_GRAIN_INCR_V	Denormalized view of mtl_system_items_b_kfv and its (other than below mentioned entities) child entity details. (Incremental)
MTL_ITEM_ENDECA_CROSS_REF_V	View built on mtl_cross_references_vl, mtl_system_items_b_kfv
MTL_ITEM_ENDECA_CATEGORIES_V	View built on mtl_category_sets, mtl_item_categories , mtl_system_items_b_kfv
MTL_ITEM_ENDECA_REL_ITEMS_V	View built on mtl_related_items_view and mtl_system_items_b_kfv
MTL_ITEM_ENDECA_REL_ITEMS_IV1	View built on mtl_related_items(Incremental)
MTL_ITEM_ENDECA_REL_ITEMS_IV2	View built on mtl_related_items(Incremental)
MTL_ITEM_ENDECA_DESC_ELEM_V	View built on mtl_descr_element_values_v, mtl_system_items_b_kfv
MTL_ITEM_ENDECA_SUPPLIERS_V	View to get Supplier Sites associated to item-org rows present in mtl_system_items_b_kfv
MTL_ITEM_ENDECA_CUSTOMERS_V	View built on MTL_CUSTOMER_ITEM_XREFS_V
MTL_ITEM_ENDECA_MANF_V	View built on MTL_MANUFACTURERS and MTL_MFG_PART_NUMBERS
MTL_ITEM_ENDECA_ONHAND_V	View built on MTL_SYSTEM_ITEMS_B, Mtl_Onhand_Quantities_Detail and Mtl_Reservations
MTL_ITEM_ENDECA_REVISIONS_V	View build on Mtl_Item_Revisions_B
INV_EID_UNPICKED_DETAILS_V	View for full load of unpicked details. Data loaded from this view into 'inv-pf' Endeca Datastore displays in the Plan Fulfillment page.
INV_EID_RESERVATIONS_V	View for full load of reservations. Data loaded from this view into 'inv-pf' Endeca Datastore displays in the Plan Fulfillment page.
INV_EID_PICKED_DETAILS_V	View for full load of picked but unfulfilled details. Data loaded from this view into 'inv-tf' Endeca Datastore displays in the Track Fulfillment page.
INV_EID_ONHAND_DETAILS_V	View for full load of on-hand item and locator fragmented data. Data loaded from this view into 'inv-su' Endeca Datastore displays in the Space Utilization page.
INV_EID_MTL_TRANSACTIONS_V	View for full load of material transactions. Data loaded from this view into 'inv-su' Endeca Datastore displays in the Space Utilization page.
INV_EID_UNPICKED_DET_INCR_V	View for incremental load of unpicked details.
INV_EID_PICKED_DETAILS_INCR_V	View for incremental load of picked details.

Appendix

EQL Based Portlets (Metrics and Data Visualizations)

Product Metrics Component

The Metrics Component aggregates and displays the total counts for the following item metrics:

Organizations
Items
Manufactured Items
Stockable Items
Purchased Items
Customer Ordered Items
Shippable Items
Service Items
Asset Items
Pending Revisions

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Browse Transactions Attributes - Overview - Items by Top 10 Organizations Pie Chart

The Browse Transactions Attributes - Overview - Items by Top 10 Organizations pie chart displays the total count of items in the top ten inventory organizations.

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Browse Transactions Attributes - Overview - Items by Top 10 Catalog Group Bar Chart

The Browse Transactions Attributes - Overview - Items by Top 10 Catalog Group bar chart displays the count of items in the top ten catalog groups.

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Browse Transactions Attributes - Overview - Top 10 Item Functions Tag Cloud

The Top 10 Item Revision Reason tag cloud component displays the top ten item functions.

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Browse Transactions Attributes - Attributes - Item Count by Item Status Cross Tab Chart

The Browse Transactions Attributes - Attributes - Item Count by Item Status cross tab chart component displays item count grouped by item function and item Status.

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Browse Transactions Attributes - Revisions - Top 10 Item Revisions Tag Cloud

The Top 10 Item Revision Reason tag cloud component displays the top ten item revision reasons.

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Browse Transactions Attributes - Approved Suppliers - Top 10 Approved Suppliers Tag Cloud

The Top 10 Approved Suppliers tag cloud component displays the top ten approved suppliers having the highest number of items.

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Browse Transactions Attributes - Approved Suppliers - Approved Supplier Count by Top 10 Organizations Cross Tab Chart

The Approved Supplier Count by Top 10 Organizations cross tab chart displays the count of approved suppliers in the top ten organizations having the highest number of items.

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Browse Transactions Attributes - Approved Manufacturers - Top 10 Approved Manufacturers Tag Cloud

The Top 10 Approved Manufacturers tag cloud displays the top ten approved manufacturers with the highest number of items.

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Browse Transactions Attributes - Approved Suppliers - Approved Manufacturers Count by Top 10 Organizations Cross Tab Chart

The Approved Manufacturers Count by Top 10 Organizations cross tab chart displays the count of approved manufacturers in the top ten organizations having the highest number of items.

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Browse Transactions Attributes - Related Items - Top 10 Item Relationship Types Tag Cloud

The Top 10 Item Relationship Types tag cloud component displays the top ten item relationship types.

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Browse Transactions Attributes - Revisions - Related Item Count by Top 10 Organizations

The Related Item Count by Top 10 Organizations cross tab chart displays the count of related items in the top ten organizations having the highest number of items.

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Browse Transactions Attributes - Cross References - Top 10 Cross Reference Types Tag Cloud

The Top 10 Cross Reference Types tag cloud component displays the top ten item cross reference types.

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Browse Transactions Attributes - Cross References - Item Cross Reference Count by Top 10 organizations

The Item Cross Reference Count by Top 10 Organizations cross tab chart displays the count of item cross references in the top ten organizations having the highest number of items.

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Browse Transactions Attributes - Classifications - Top 10 Inventory Categories Tag Cloud

The Item Top 10 Inventory Categories tag cloud displays the top ten inventory categories.

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Browse Transactions Attributes - Classifications - Item Category Assignment by Top 10 organizations

The Item Category Assignment by Top 10 Organizations cross tab chart displays the count of item category assignments in the top ten organizations having the highest number of items.

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