This chapter covers the following topics:
Oracle Inventory enables you to view on-hand quantities, reservations, and supply and demand information.
View material quantities and locations. See: Material Workbench.
Request a report of item quantities across multiple organizations. See: Requesting the Multi-Organization Quantity Report.
View item supply and demand. See: Viewing Item Supply/Demand Information.
The Material Workbench enables you to view material in receiving, on-hand quantities, and intransit material. You can also view material across organizations. In addition, you can create and save queries, create move orders, and request cycle counts, as well as change material statuses.
Navigate to the Query Material window.
Optionally, enter a query name to create a new query, or select a query from the list of values to use an existing query.
Note: The Public Query check box indicates whether all users can use the query. If the query is not public, then only the user who created the query can use it.
Modify the search organization if necessary. You can clear the search organization to view item quantity across organizations. You can view only material in organizations to which you have access. If you do not enter an organization, you must enter an item.
Optionally, enter a material location. The available choices are:
On-hand: This material currently resides in a storage subinventory.
Receiving: This material resides in a receiving subinventory.
Inbound: This material is en route to the warehouse.
When Inbound is selected, the View By option is only Location.
If Oracle Yard Management System (YMS) is licensed and installed, the Material Workbench also displays the yard equipment/material for the selected organization. Select Inbound as the search option on the Query Material window to find yard-specific elements such as the status, SCAC code, and equipment details. For more information, see Oracle Yard Management and Oracle Inventory and the Oracle Yard Management Process Guide.
For more information about subinventory types see, Defining Subinventories.
You can select any combination of material locations. The following table shows the search restrictions that apply.
Tab | On-hand | Receiving | Inbound |
---|---|---|---|
Item | Yes | Yes | Yes |
Lot | Yes | Yes | Yes |
Serial | Yes | Yes | Yes |
LPN (License Plate Number) | Yes | Yes | Yes |
Project | Yes | No | No |
Consigned / VMI | Yes | No | No |
Interorg | No | No | Yes |
Supplier | No | No | Yes |
Optionally, enter the subinventory to search if you selected Receiving or On-hand as the material location type. If you select both Receiving and On-hand, then you cannot enter a subinventory.
If you entered a subinventory to search, enter a locator if desired.
Optionally, enter the range of quantities.
Select how to view the query results. The available choices are:
Location
Item
Cost Group
Status
LPN (This option is available if you are in an Oracle Warehouse Management enabled organization)
Serial
Lot
Grade
Note: The lot information the system displays in the Material Workbench depends on the information that you enter in the query window. If you do not enter item or lot information in the Query window, then the lot information the system displays shows only fields from the global context. If you enter the lot information, but not item information, the Material Workbench displays the global context as well as the inventory context. If you enter the lot controlled item and the lot information in the Query window, then the system displays the global context, the inventory context, and the Oracle Warehouse Management context if you are in a warehouse enabled organization.
Optionally, enter more search criteria under the following tabs:
Item
Item / Revision: This is the item and revision number.
Note: If you select multiple material locations, then you must enter an item.
Description: This is the item description that you enter on the Item Master. This field is populated automatically when you enter the item number.
Item Cross References: This is the item cross-reference designation.
Cost Group: This is the cost group that is associated with the material. You can enter cost-group information only if you are in an Oracle Warehouse Management enabled organization.
Client: Query by a particular client name.
Note: This field appears only when the profile option WMS: Deployment Mode is set to LSP Mode.
Status: This is the item material status.
Category Set / Category: Define your query for items within a category set. Optionally, you can select a category within the selected category set to restrict your query further.
Lot
Parent Lot: Query by parent lot to return all sublot numbers associated with the parent lot. You can then select the lots associated with the parent and then perform a status update or mass move (options that are available from the Tools menu).
Lot: Enter a range for the lot numbers to be included in the search. In the first field, enter the starting lot range for the query (for example, 10), and in the second field, enter the end of the range (for example, 40).
Note: If you entered a parent lot, then you can select only the child lots of the parent lot in the Lot field.
Lot Context: This is the lot context on which you want to search. Lot contexts are item flexfields that you define. You can search on lot context only if you are in an Oracle Warehouse Management enabled organization.
Lot Attributes: This is the attribute of the lot on which you want to search, for example, lot expiration action.
Grade: This is the lot grade on which you want to search for example, good, poor, or average.
Expired Lots: Select this check box to search for all lots that have expired as of the date that you specify in the adjacent Expiration Date field. When you select the Expired Lots check box, the system date appears by default in the Expiration Date field. You can modify this default as necessary.
Serial
Serial From / Serial To: These fields determine the range of serial numbers on which you want to search.
Serial Context: This is the serial context on which you want to search. Serial contexts are item flexfields that you define. You can search on serial context only if you are in an Oracle Warehouse Management enabled organization.
Serial Attributes: These are the attributes of the serial number on which you want to search.
LPN
LPN From / LPN To: These fields determine the range of LPNs on which you want to search
LPN State: This is the current state of the LPN on which you want to search. Examples include Resides in Inventory and Loaded for Shipment. See, LPN Contexts, Oracle Warehouse Management Implementation Guide.
Project
Project: The project for which you want to find material.
Task: The task for which you want to find material.
Consigned / VMI
Owning Party: Optionally, select from the following owning party options.
All Owning Parties: This option enables you to search for material for all owning parties.
All Consigned Stock: This option enables you to search for all consigned stock.
Select Owning Party: This option enables you to specify an owning party, and searches only for material the owning party owns.
Planning Party: Optionally, select from the following planning party options.
All Planning Parties: This option enables you to search for material for all planning parties.
All VMI Stock: This option enables you to search for all VMI stock.
Select Planning Party: This option enables you to specify a planning party, and searches only for material that is associated with that planning party.
Interorg
Source Org: This is the shipping organization. The system considers the current organization the destination organization.
Requisition Number: This field displays the internal requisition number. The list of values displays all requisitions for the destination organization. If you enter a source organization, then the list of values displays only requisitions that match the source organization that you entered, and the current organization.
Shipment Number: This field displays the shipment number for the inter-organization transfer. You cannot enter a shipment number if you do not enter a source organization.
Internal Order: This field displays the internal order number. You cannot enter an internal order number if you do not enter a source organization.
Expected Receipt Date: This field displays the expected receipt date for the purchase order, ASN, inter-organization shipment, or requisition.
Supplier
Supplier Name: The name of the supplier from which you receive the material.
Site: The supplier location that shipped the material.
Purchase Order: The purchase order number.
Include Orders without ASNs: If you select this check box, then the system includes purchase orders for which you did not receive ASNs in the inbound material query. The system uses the promise date to determine the arrival of the inbound material. If you do not select this check box, then the system includes only ASNs in the inbound material query for the purchase orders.
Release Number: The blanket purchase agreement release number. You can enter a value in this field only if you entered a PO number in the Purchase Order field.
ASN: The ASN number you received that indicates an inbound shipment is intransit to the warehouse.
Vendor Item: This is the supplier internal item number.
Expected Date: This field displays the expected receipt date for the purchase order, ASN, inter-org shipment, or requisition.
Receipt
Receipt: Query on-hand balances by the receipt number for the delivery transaction.
On-hand material can be traced back to the receipt number only when the material is still in its original storage location. For example, suppose you receive an item against Receipt #345, deliver the material to Locator B1.1.1, and then move it to B1.1.2. When you query the on-hand material by Receipt #345, your search displays only the material that is still in its initial location of B1.1.1. (After you move it to B1.1.2, the link between the on-hand material and Receipt #345 is lost and no material will be found.)
When the material status update is supported in receiving, then querying by the receipt number will also query the LPNs in receiving. Selecting those LPNs would support updating the material status while the material is in receiving.
Click Find.
The viewing option that you select dictates the information the Material Workbench displays. The viewing options are:
Location: Location information includes the subinventory and associated locators. You can also view subinventory quantities, including the packed and unpacked quantities. This is the only view by option that you can use if the material location type is Inbound.
Item: Item information includes the organization, item number, UOM, available quantity, lot, and serial number. You can use this option only if the material location type is On-hand.
Cost Group: Cost Group information that is assigned to the item. You can use this option only if the material location type is On-hand.
Status: Status information that includes the statuses assigned to subinventories, locators, lots, and serials. You can use this option only if the material location type is On-hand.
LPN: If you are in an Oracle Warehouse Management enabled organization, you can view LPN information for the item. You can use this option if the material location type is On-hand, Receiving, or both.
Serial: Serial information lists the serial numbers that are generated for an organization, and the items that are associated with the serial numbers. You can use this option only if the material location type is On-hand.
Lot: The system lists the lot numbers that are generated for an organization and the items that are associated with the lot numbers. You can use this option only if the material location type is On-hand.
Grade: The system lists the grade and the items that have a particular lot grade. You can use this option only if the material location type is On-hand.
Material Workbench is available as an HTML page that performs the same functionality as the Material Workbench window. The Search Material page enables:
Warehouse supervisors to find item quantity in warehouses and check item quantities
Project managers to find all items used for a project and check project items
Field service technicians to find parts available in trunk for Trunk Stock Inquiry
The Search Material page provides ready-to-use search criteria. You can define additional search criteria by personalizing this page. For example, you can personalize the page to display fields such as Grade, Project, Task, Internal Order, ASN, Supplier Name, LPN Verification Status, and so on.
The Expanded check box enables you to perform a granular search. The results are displayed in a flat structure unlike the tree structure displayed in the Material Workbench window. The flat structure stores results in logical categories and enables you to view and access results readily. You can select either the Detailed or the Expanded check box, but you need not select either.
On the Material Workbench results page, you can perform the following actions:
Cost Group Transfer
Cycle Counting
eRecord Details
Grade Update
Mass Issue
Mass Move
Status Update
The Material Workbench contains two panes the View by pane, and the Quantity pane. You determine the information that appears on the view by pane when you select a view option on the Find Query window. The material location option that you select dictates which viewing options the information the Material Workbench displays. The following table shows the view by restrictions.
View By | On-hand | Receiving | Inbound |
---|---|---|---|
Location | Yes | Yes | Yes |
Item | Yes | No | No |
Cost Group | Yes | No | No |
Status | Yes | No | No |
LPN | Yes | Yes | No |
Serial | Yes | No | No |
Lot | Yes | No | No |
Grade | Yes | No | No |
Material Classification Code | Yes | No | No |
The Material Workbench tree shows the different types of inventories. The Material Workbench lists each type of material location (on-hand, receiving, and inbound) as a different node under an organization. The information under each material location type differs. The on-hand and receiving material location types enable you to view material in on-hand and receiving subinventories. The document type node enables you to view incoming material. You can view information about purchase orders, intransit shipments, and internal orders.
As you navigate through the tree structure, the information the quantity pane displays changes. The quantity pane summarizes the material information at the next lower level from the current tree node. For example, if you select the top-level Organizations node, then the quantity pane summarizes information for each organization. If you select a particular organization on the tree structure, then the quantity pane displays information for the subinventories of the organization.
The following information is available on the Quantity pane of the Material Workbench:
Organization: The current organization where the material resides.
Item: The item number.
Primary UOM: The item base unit of measure.
On-hand: The on-hand availability of an item in the primary UOM.
Receiving: The amount of material that resides in a receiving subinventory in the primary UOM.
Inbound: The expected inbound amount in the primary UOM.
Unpacked: Indicates the number of unpacked items in the subinventory in the primary UOM.
Note: You cannot view this field if you select LPN as the display option.
Packed: Indicates the packed quantity in the primary UOM.
Secondary UOM: The secondary UOM. This field is hidden by default.
Secondary On-hand: The on-hand availability of an item in the secondary UOM. This field is hidden by default.
Secondary Receiving: The amount of material that resides in Receiving in the secondary UOM. This field is hidden by default.
Secondary Inbound: The expected inbound amount in the secondary UOM. This field is hidden by default.
Secondary Unpacked: The number of unpacked items in the subinventory in the secondary UOM. This field is hidden by default.
Note: You cannot view this field if you select LPN as the display option.
Secondary Packed: The packed quantity in the secondary UOM. This field is hidden by default.
Cost Group: The item cost group.
Note: You cannot view this field if you select Item as the display option.
Planning Party: The vendor that manages the inventory.
Owning Party: The third-party owner of the inventory.
Subinventory: The subinventory where the item resides.
Note: You cannot view this field if you select Item, Location, or Cost Group as the display option.
Revision: The item revision number.
Note: You cannot view this field if you select Cost Group or Status as the display option.
Locator: The row, rack, and bin location of the item within a subinventory.
Note: You cannot view this field if you select Cost Group, Item, or Lot as the display option.
Lot: The lot that is associated with the item.
Note: You cannot view this field if you select Cost Group as the display option.
Lot Expiration Date: The lot expiration date for the item.
Note: You cannot view this field if you select Cost Group or item as the display option.
Serial: The item serial number.
Note: You cannot view this field if you select Cost Group as the display option.
Unit Number: The item unit number, if applicable.
Note: You cannot view this field if you select Cost Group, Item, or Lot as the display option.
LPN: The LPN where the item resides
Note: This field appears only if you are currently in a Warehouse Management enabled organization, and you select LPN or Location as the display type.
Loaded: Indicates whether the item is loaded on to equipment.
Note: This field appears only if you select LPN or Location as the display type.
LPN State: The state in which the inventory resides. An example of an LPN state is, resides in inventory.
Note: This field appears only if you are currently in an Oracle Warehouse Management enabled organization, and you select LPN as the display type.
Lot Expiry Date: This is the date the lot expires if the item is under lot control. This field is hidden by default.
Grade: The lot grade if the item is under lot and grade control. This field is hidden by default.
Origination Type: This is how the system created the lot. For example, you can create a lot in the lot master (lot master) or during a miscellaneous receipt (inventory). This field is hidden by default.
Origination Date: The lot creation date. This field is hidden by default.
Action Date: The date to perform the lot expiration action. This field is hidden by default.
Action Code: If the item is under lot control, this is the action to take when the lot expires. This field is hidden by default.
Retest Date: The date to retest the lot if applicable. This field is hidden by default.
Parent Lot: If the lot is under parent-child lot control, this is the parent lot number. This field is hidden by default.
Maturity Date: The date when the lot reaches full maturity. This field is hidden by default.
Hold Date: The date on which you can release the lot. This field is hidden by default.
Supplier Lot: The supplier lot number. This field is hidden by default.
Document Type: The document type for inbound material. The available values are purchase order, internal order, RMA, and intransit shipment.
Document Number: The document number for the inbound receipt, for example, the purchase order number.
Document Line Number: The line number on the document number, for example the purchase order line number.
Release Number: The release number for a blanket purchase order.
Shipment Number: The shipment number for an intransit shipment.
ASN: The advanced shipment notice number.
Trading Partner: The trading partner for the intransit material.
Trading Partner Site: The supplier site for the intransit material.
From Organization: The shipping organization for interorg transfers.
To Organization: The receiving organization for interorg transfers.
Expected Receipt Date: The expected receipt date for inbound material.
Shipped Date: The date the material was shipped.
Owning Organization: The owning organization for interorg transfers.
Status: Indicates the on- hand material status.
Related Topics
You can use the Material Workbench to view item availability. The system can calculate item availability for a given item at the subinventory, locator, lot, serial, or revision level.
Select the item you want to view. If you are viewing receiving material locations, you cannot view item availability.
Click Availability.
You can view the following information in the Availability window:
Material Location: The item material location.
Organization: The organization where the item resides.
Item / Revision: The item and revision number.
Subinventory: The subinventory within the organization where an item resides.
Locator: The row, rack, and bin where the item resides.
Lot Number: The item lot number if the item is under lot control.
Serial Number: The item serial number if the item is under serial control.
Grade: The lot grade if the item is under lot and grade control.
Cost Group: The item cost group.
Primary On-hand: The number of items that are available in the subinventory in the primary UOM.
Secondary On-hand: The number of items that are available in the subinventory in the secondary UOM.
Primary Available to Reserve: The available quantity of an item that you can reserve across an organization in the primary UOM.
Secondary Available to Reserve: The available quantity reserve across the organization in the secondary UOM.
Primary Available to Transact: The available quantity of an item that you can transact across an organization in the primary UOM.
Secondary Available to Transact: The available quantity of an item that you can transact in the secondary UOM.
Note: Sometimes after the on-hand quantity calculations are rounded-off, minor residual decimal results such as -.00001 (sometimes called decimal dust) may appear in the Total Quantity, Available to Reserve, and Available to Transact fields of the Availability window.
Innermost LPN: The LPN within a subinventory where an item resides.
Note: This field appears only if you are in a warehouse management enabled organization.
Close the Availability window.
If you are viewing inbound material, you can view availability information for items that you expect to receive.
Select an item for which you want to view availability information.
Click Availability.
You can view the following information in the Inbound Availability window:
Material Location: The item material location.
Item / Revision: The item and revision number.
Organization: The receiving organization.
Trading Partner: The trading partner from which you receive the material. This value is either a supplier or another organization.
Document Type: The document type. The available values are purchase order, internal order, or intransit shipment.
Document Number: The document number that is associated with the document type.
Close the Availability window.
You can use the Material Workbench to view material status information. You can view the subinventory, locator, lot, or serial status. You can also see the allowed and disallowed transaction types for the item.
Select the desired item.
Note: If you selected Cost Group as the display option, you cannot view status information.
Click Status.
You can view the following information in the effective status window:
On- Hand Status: The on-hand status. This field is blank if the material status is not tracked at the on-hand level in the organization.
Subinventory Status: The subinventory status.
Locator Status: The locator status. This field is blank if the item is not locator controlled.
Lot Status: The lot status. This field is blank if the item is not lot controlled.
Serial Status: The serial status. This field is blank if the item is not serial controlled.
Allow Reservations: This check box shows if the effective status of this material allows reservations
Include in ATP: This check box shows if you can include the material in ATP.
Nettable: This check box shows if the subinventory or locator is nettable.
Transaction Types: The transaction types alternative region displays the allowed and disallowed transaction types for the item.
You can view the attributes of a particular lot, serial, or LPN (Warehouse Management only) from the Material Workbench. For lots or serials, the system displays the item attributes and categories. For LPNs the system displays the weight and volume of the selected LPN.
Click Attributes.
Note: If you selected Cost Group, Location, or Status as the display option, you cannot click Attributes.
Note: If you select Items, Serial, or Lot as the display type, you can view only items that are under serial or lot control. If you select LPN (available only in an Oracle Warehouse Management enabled organization) as the display type, you can view only the LPN attributes.
Close the window when finished viewing the attributes.
You can use the Material Workbench Tools menu to perform the following transactions:
Mass Move: Moves the selected items to a new subinventory.
Mass Issue: Enables you to mass issue an item.
Status Update: Enables you to change status information.
Cost Group Transfer: Enables you to transfer the item to another cost group.
Cycle Counting: Enables you to initiate a cycle count for the selected subinventory.
Grade Update: Enables you to update a lot grade.
To perform a mass move
Select the item to move in the Material Workbench.
Select Mass Move from the Tools menu.
Enter the destination subinventory.
Click OK.
To perform a mass issue
Select the item to issue in the Material Workbench.
Select Mass Issue from the Tools menu.
Enter the destination account.
Click OK.
To perform a status update
Select the item to update in the Material Workbench.
From the Tools menu, select Status Update.
Enter the applicable status changes.
Note: If you do not set an inventory control for the item, you cannot update that status. For example, if the item is not lot controlled, you cannot update the lot status.
Enter the applicable reason changes.
Note: If you do not set an inventory control for the organization, you cannot update that status reason.
When you update the grade for a global lot attribute, then the changes will be applied to this attribute value in other organizations as well. For more information, see Setting Up and Updating Global Lot Attributes.
Click Update.
To update the status using the e-record and e-signatures (ERES) approval process
The following steps are applicable only if your organization has enabled the e-record and e-signatures (ERES) framework in Oracle applications, and you are updating the status for any of the following:
Subinventory
Locator
On-hand
Lot
Serial
When you perform the status update and click Save, the ERES signing and updating process begins. You can select to electronically sign in online or deferred mode:
Online: Enables the status to be updated and approved online in a single session. Typically, the approver is required to be present/available when this transaction is performed.
Deferred: Enables you to defer the signing process in situations where the approver is not present/available. When you submit a deferred request, a notification is sent to the approver who may either approve or reject the status change.
Additional Information: You can perform the ERES process in deferred mode for non on-hand status tracked organizations and for on-hand tracked organization. Deferring the approval process results in the following conditions:
Only common transactions can be performed between the old and new status of an on-hand/subinventory/locator/lot/serial record which is under the ERES approval process. If the record is rejected, the old status will be considered; however, if the record is approved, the new status will be considered.
Users cannot change the status of an on-hand/subinventory/locator/lot/serial record which is under the ERES approval process until the approver denies or approves the changes (or other action permitted by the ERES framework).
Record cannot be updated in any other UI (such as MSCA) or through an interface such as an API.
If the approver rejects the status change done in the deferred mode, then the old status of the affected on-hand/subinventory/locator/lot/serial record remains protected. If the record is approved, the new status will be applied.
Signing the E-Records Single or Multiple Times
When using the ERES process for material/on-hand status updates, you have the flexibility of:
Multiple signing: Sign each record as many times as there are number of status updates (for each selected unique SKU, a corresponding e-record needs to be signed), or
Single signing: Sign only once regardless of the number of status updates (all the status changes are consolidated in a single e-record).
The signing method (multiple or single) is determined by the value of the profile option INV: Allow Multiple Signatures. When set to Yes, then multiple signing is required.
Note: Profile options are typically set by the system administrator.
The approval process is completed when the approver completes the following steps:
In Notifications page (Oracle Workflow), the approver selects the approval notification.
Verifies the e-record.
Approves the status update and closes the Notification page.
To set up security parameters for the Status Update Details window
The system administrator can restrict access to fields and status levels on the Status Update Details window by setting security parameters on the Form Functions window.
Note: The Status Update Details window is accessed from the Material Workbench.
Navigate to the Form Functions window.
On the Description tab, in the Function field, query the function name INV_INVMATWB
(User Function Name = Material Workbench).
Select the Form tab to view the parameters.
Set the value of the following parameters from No (N) to Yes (Y) to restrict access to the fields/status levels on the Status Update Details window. If the value is Yes, then the corresponding user cannot update the material status in the Material Workbench window (at the node level). You can set values for the following parameters to restrict the user from updating the status update at the corresponding node level:
NO_SUB = "Y": Restricts access to the Subinventory Status region.
NO_LOC = "Y": Restricts access to the Locator Status region.
NO_LOT = "Y": Restricts access to the Lot Status region.
NO_ONHAND = "Y": Restricts access to the On-hand Status region.
To perform a cost group transfer
Select the item in the Material Workbench.
Select Cost Group Update from the Tools menu.
Enter the new cost group in the Transfer Cost Group field.
Note: You must be in a warehouse management enabled organization to change cost groups.
Optionally, enter a default cost group.
Enter the new cost group in the Transfer Cost Group field.
Select Override Entered Cost Group to override any cost group that is entered in the Transfer Cost Group window.
Click OK.
Click Update.
To create a cycle count
Select the item in the Material Workbench.
Select Cycle Counting from the Tools menu.
Enter the cycle count details. For more information, see:
Click OK.
To perform a grade update
Select the item in the Material Workbench.
Important: You must view the on-hand quantity by grade in the Material Workbench window to perform a grade upgrade. To view the quantity by grade, select Grade from the View By list in the Material Workbench window.
Select Update Grade from the Tools menu. The Grade Update Details window displays the From Grade, Reason, Primary On-hand, and Secondary On-hand information.
Enter the new grade in the To Grade field.
Enter the reason for the update.
Click Update to change the grade, or Cancel to cancel the transaction.
Note: If you update a grade that is enabled as a global attribute, then the updates will be applied to this attribute value in other organizations as well.
Related Topics
Setting Up and Updating Global Lot Attributes
You can view inventory on-hand quantities of an item or a group of items across multiple organizations. In particular, you can view the inventory position of a given organization hierarchy origin as the sum of the inventory positions of all subordinate organizations to that hierarchy origin.
You can inquire on inventory quantity information, such as the quantity on-hand, the quantity received in a particular time period, and the quantity issued in the same time period for a particular item across multiple levels of a specified organization hierarchy.
Complete the following tasks in order to view you inventory position across multiple inventory organizations:
Define Query Criteria
Display Inventory Positions
Purge Unused Data
To define query criteria
In order to view inventory positions you need to specify query criteria.
Navigate to the Build Inventory Positions form.
To narrow the focus of information that you want to view, enter search criteria for the following fields:
Hierarchy Origin: Enter a hierarchy origin (organization) for which you would like to define query criteria. This organization may have subordinate organizations.
Hierarchy: Enter a valid organization hierarchy name from the list of values. You can choose any organization hierarchy in which the current organization is a member, and view inventory positions for all subordinate organizations, inclusive of the hierarchy origin. You can choose any hierarchy in which all organizations subordinate to the hierarchy origin share the same item master.
Items: Optionally, enter the range of item numbers that you would like to view. If you do not enter an item number range, you must enter item category information.
Item Category: Enter the category set name. You will be prompted to enter family and class information for the category.
Dates: Enter a date range.
Bucket Size: Specify the different time bucket sizes. Possible values are Period, Week, Day and Hour.
Data Set: Enter a name of the data set.
Build On Line: You can run the Inventory Position Processor program on line or a concurrent request later. If the program is run on line, it invokes the Inventory Position Display form, which is otherwise called independently.
Press the Build button.
The Inventory Position Processor concurrent program populates a temporary table with the inventory position data.
To display inventory positions
You can display a graphical tree representation of position information for each organization and for each organization hierarchy level.
Navigate to the Display Inventory Positions form.
Drill down from the Hierarchy Origin Organization to base level organizations using a graphical tree representation of your hierarchy. The tree represents the organization hierarchy that was chosen when the data set was built.
In the Organizations tab, you can examine quantity received, quantity issued and ending quantity on hand for any organization in the hierarchy, arranged into time buckets.
In the Hierarchy tab, you can see the aggregate ending on hand balances for the hierarchy level you have chosen. By selecting the top-level organization and entering the Hierarchies tab, you can see the total ending on hand balances for the entire hierarchy.
Save your work.
To purge unused data
You can delete unused data sets using flexible criteria.
Use the Request Reports or Submit Requests window and enter Inventory Position Purge in the name field to submit the report.
Enter the following parameters:
Data Set: Enter the Data Set Name that you would like to purge.
Created By: Enter the appropriate profile information.
Created Before: Enter a date. All data older than this date will purge.
Submit your request.
Important: You can export data sets that you built and viewed by accessing the data in the same table used for on line view.
To view Quality results
If Oracle Quality is installed and if there are quality results for the current line, you can select the Quality button to open the View Quality Results window.
Related Topics
Customizing the Presentation of Data, Oracle E-Business Suite User's Guide
Creating Organization Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide
Use the Multiple Organization Inventory Report to show the inventory quantity on hand for items in more than one organization. The report has no limitations on the number of organizations you can enter. The report is sorted by inventory item for all of the organizations. You can include quantities that are in transit. If you have revision control items, you can report on the revision quantities individually (for each revision) or summed for the item. You can run the report for all items, or you can specify a range of items.
To request the Multi-Organization Quantity Report
Navigate to the Run Multi-Organization Quantity Report window.
Indicate whether to report items in intransit inventory.
Indicate whether to report the revision level of items.
Enter the range of items to include in the report. If you leave this field blank, the report contains all inventory items.
Enter the organization codes for the organizations you want to include in the report. If you leave this field blank, the report will run for all organizations. The Seq field displays a number indicating the order in which the organization appears on the report.
Choose Run to submit the report.
You can view supply/demand information, and the current and projected available quantities of an item.
To choose the item for which you want to view supply/demand information
Navigate to the Find Supply Demand Item window.
Enter the item for which to review supply and demand history.
Optionally, enter a cutoff date. Supply and demand scheduled beyond the cutoff date are not displayed in the Supply/Demand Detail window.
Select the on-hand source. Choose from ATP subinventories only, Net subinventories only, or All subinventories.
Click Find. The results display in the Supply/Demand Detail window.
View information about the following data:
Field | Description |
---|---|
UOM | The primary unit of measure for the item. |
Current On-hand | The physical quantity of the item existing in inventory. |
Supply/Demand Type | The supply source or demand source type, such as account number, purchase order, sales order, and WIP discrete job. |
Identifier | The identifier for the supply source or demand source, such as the purchase order number or work in process discrete job number. |
Quantity | The scheduled supply quantity or demand quantity for the item. Demand quantities are displayed as negative numbers. Supply quantities are displayed as positive numbers. |
Available Quantity | The projected on-hand quantity of the item, defined as Current Available + all future sources of supply and - all future sources of demand. |
Related Topics
Searching for Data, Oracle E-Business Suite User's Guide
A reservation is a link between a supply source and a demand source. A reservation creates a permanent data link between a supply source and a demand source, and represents a guaranteed allotment of material to a specified demand source. Item reservations prevent the allocation of material you previously set aside for a sales order, account, account alias, inventory allotment, user-defined source, process batch components or, Oracle Complex Maintenance and Repair Overhaul work order components. You can also create reservations for different types of supplies such as on hand inventory, purchase orders, internal requisitions, discrete jobs, shop floor jobs, and process manufacturing batches. In addition, you can create reservations for ASNs and material in receiving for Warehouse Management enabled organizations.
For on hand inventory supply, there are two types of reservations, high level reservations, and low level reservations. High level reservations contain information about the item and the organization. Low level reservations contain more detailed information about the item such as revision, lot, subinventory, serial, and locator. You use the Item Reservations window to create, view, update, transfer, and delete reservation requests.
If your organization has enabled the catch weight feature, then the reservation system honors the fulfillment base setting such as primary, secondary, or null. If the fulfillment base is S (secondary), the system bases the reservation on the secondary quantity which will be converted to the ordered UOM as well as the primary UOM. If the available primary quantity is less than the conversion, the reservation will be made for the available primary. The Partial Reservation check box will be honored in the same fashion.
When lot-specific conversions exist, the fulfillment base drives reservations and allocations. If a reservation exists, the reservation is honored; otherwise, the lot-specific conversion is used based on the fulfillment base.
Manual reservations will be based on the fulfillment base since you need to explicitly select the supply to reserve such as Subinventory/Locator/Lot and/or an LPN.
Order Line Reservations in Inventory
Order line reservations are made according to the fulfillment base by Inventory. Order management creates reservations by passing the ordered quantity (in ordered UOM) and secondary quantity (in secondary UOM) to Oracle Inventory. Based on the fulfillment mode/base, the system reserves in the primary/secondary UOM as appropriate. For example, suppose the ordered item is 10 each and 100 lbs and fulfillment is by secondary. If availability is only 9 each and 120 lbs, the reservation should be for 9 ea and 120 lbs. The system creates a backorder delivery detail for 1 each and 10 lbs (based on conversion) but not 1 each and 0 lbs.
If the ordered quantity is 2 cases (8 each = 80 lbs, FB=Secondary) and on-hand availability is 6 EA and 75 LBS, the reservation is placed for 6 each and 75 lbs. Order management in this example will show a reservation of 1.5 cases = 6 each and = 75 lbs.
If you are in a Warehouse Management enabled organization, and use crossdocking for fulfilling sales order demand, then the system uses planned crossdocking to create a reservation between incoming supply and sales order existing demand. At supply receipt, the system directs you to move the material to appropriate staging lane instead of to a storage location.
You cannot create reservations against items with a non-reservable material status. You also cannot create a reservation that causes on hand quantity to be negative. Though you can create reservations against individual serial items, you may not be able to reserve items because of material status. This also applies to subinventory and locator level reservations. If you cannot reserve material in a locator, it may prevent you from creating a subinventory level reservation.
If you set an item as lot indivisible, then you must reserve the entire lot quantity. A lot level reservation must reserve the full lot quantity, or disregard the entire lot. If an indivisible lot exceeds the required lot quantity, you cannot select the lot, if it surpasses the order tolerance.
Inventory does not automatically create high level reservations for lot indivisible items. If a reservation is required at sales order scheduling, you must use the Reservations window to manually create a low level reservation.
When you manually create a low level reservation, you must enter the organization, item, lot demand information, quantity, UOM, and need-by date. The system prompts you to enter the lot, subinventory, locator, and LPN if applicable. The system also ensures the full lot is reserved. If a single lot resides in multiple locations, then the system requires you to create multiple reservations to wholly reserve the lot.
When you manually create a reservation, the system ensures the on hand quantity of the lot equals the available to reserve quantity. If the on hand quantity and the available to reserve quantity do not match, then you cannot create a reservation for that lot. The system does however allow you to over reserve a lot as long as it is within shipment tolerances.
You can complete an assemble-to-order (ATO) item into an existing reserved lot only if the lot is not reserved to a different demand source. WIP validates that you can create the new reservation without violating lot indivisibility. If the new reservation violates lot indivisibility, then the completion transaction generates an error.
You can create reservations for material based on scheduled demand for a Complex Maintenance Repair and Overhaul work order. If the material does not exist in on hand inventory you can create a reservation against a purchase order or any other supply source.
If you make changes to supply sources, then the system behaves as follows for the different supply types:
Purchase Requisition: If you reduce the quantity of, or cancel a purchase requisition that is reserved against a demand, then the system reduces or the cancels corresponding reservation.
Purchase Order: If you reduce the quantity of, or cancel a purchase order, that is reserved against a demand, then the system modifies or cancels the corresponding reservation. Any other changes to the purchase order that affect the expected quantity also trigger changes to the associated reservation. Such changes include, changing the organization, or item, or closing the order line.
Internal Requisition: You cannot modify an approved internal requisition. You can however, modify the associated internal sales order. When you modify an internal sales order, the system updates the supply data. If you modify the quantity of an internal sales order, then the system also modifies corresponding reservations against the internal requisition.
Advance Shipment Notice: If you cancel a reserved ASN then the reservations engine checks to see if a reservation against the PO existed before the system transferred it to the ASN. If a previous reservation exists, then the system transfers the reservation back to the PO. If a previous reservation against the PO does not exist, then the system cancels any reservations associated with the ASN.
Process Production Batches and Shop Floor Jobs: If you make a change to a process production batch or a shop floor job, then the system updates the corresponding reservations.
Sales Orders: If you make changes such as canceling or reducing the quantity of a sales order, then order management modifies corresponding reservations.
Work Order Components: If you reserve components for a work order against inventory or a purchase order, and you modify the demand source, then the system modifies the corresponding reservations.
You can use the mobile device to perform serial triggered subinventory transfers for reserved serialized items. When you transfer the serial to another subinventory and locator, the system automatically transfers the corresponding reservation.
Note: You cannot perform a subinventory transfer transaction for staged serials.
If you reserve serials against a demand line, then pick release honors the reservations and allocates material at the serial level for reserved quantity regardless of the organization parameter that determines serial allocation. The system checks the status availability of the reserved serials and allocates them against the demand line without performing the other rules engine checks. If the serials are reserved, but fail the status availability check, then the system backorders the unavailable quantity. If a line is partially reserved at serial level, then pick release allocates the reserved serials against that line, and uses the organization level parameter to determine allocation for the remaining quantity.
If you are in a Warehouse Management enabled organization, you can create reservations against LPNs. You can reserve an entire LPN against a sales order if the LPN quantity does not exceed the unreserved quantity for the sales order line. If the LPN quantity exceeds the sales order line you cannot reserve the entire LPN. You also cannot create a new reservation for an LPN that is partially that reserved against a different demand source. You can reserve an LPN with multiple lots with a quantity less than or equal to order line quantity. The system creates separate reservations for each lot. You can perform a subinventory transfer for a reserved LPN. The system transfers the LPN and the corresponding reservations automatically.
You can create reservations for items based on demand. Demand for material arises from sales orders and internal orders. The material is supplied to inventory or to purchase orders. You can create reservations using the Item Reservation window or the Create Reservations page. You can also search for reservations based on criteria such as supply header, subinventory, locator, lot number, LPN, and so on. For a reservation, you can transfer the supply or the demand to meet the business need.
To create a reservation in the Item Reservation window:
Navigate to the Inventory responsibility, On-hand, Availability, and then Reservations.
The Find Reservations window appears.
Select an organization.
Click New.
The Item Reservation window appears.
In the Default Demand Source region, select from one of the following system default options, or select one of the transaction types you previously defined. To define transaction source types, see Defining and Updating Transaction Source Types, Oracle Inventory User's Guide.
Sales Order: Enter a sales order number and a line number that identifies the item quantity to reserve. The system deletes the reservation when it ship-confirms the order.
Inventory: Enter the name against which you want to make the reservation.
Account: Enter the organization code and account number.
Account Alias: Enter the organization code and account number.
Internal Order: Enter an internal order number, and a line number that identifies the item quality to reserve. This reservation is deleted when the order is ship confirmed.
Cycle Count: Oracle Shipping Execution and Oracle Inventory create cycle count reservations when material is missing during picking or shipping. Use this reservation type to ensure that no one else tries to use or allocate the material. Oracle Shipping Execution and Oracle Inventory deletes this reservation when you perform a cycle count of the item in the specified location.
Job or Schedule: Use this source type if the demand source is a process execution or maintenance job. You can create reservations for material based on schedule demand for a work order. If the material does not exist in inventory, you can create a reservation against a purchase order or any other supply type.
In the Demand tabbed region, enter or select the following:
Organization: Organization code for the organization with demand.
Item: Item number for the item in demand.
Type: Demand source type, such as Sales Order, Inventory, Account, or Account Alias.
Name: User-defined name to reference the reservation.
Header Number: Code number associated with the demand source, for example, the sales order number.
Crossdock: If you are in a Warehouse Management enabled organization, the system automatically creates a reservation against incoming demand sources for approved planned crossdocks. This field defaults automatically for the reservation to either Y or N. You cannot make modifications to this field. You cannot create or modify a crossdock reservation from the reservations window. You can however, use the reservations window to delete a crossdock reservation until you receive the supply.
Line Number: Line number that identifies the item quantity to reserve, for example, the sales order line.
Need By Date: Date you expect to use the material. This cannot be a past date.
UOM: Unit of measure for the item you want to reserve.
Quantity: Quantity of the specified item to reserve. This value must be greater than zero and equal to or less than the available quantity. If the item is under dual unit of measure control, the secondary quantity populates automatically. The system bases the reservation on the quantity in the demand document.
In the Supply tabbed region, enter or select the following:
Serial: Enter the serial number information. You can enter the specific serial number in the Serial field, or click Serial to reserve multiple serials.
Note: You can only enter a serial for the supply type Inventory using the reservations window.
If you enter a serial number in the serial column, and the item is uniquely identified in the system, then the quantity and reserved serial quantity fields default to one, and all other applicable fields such as item, lot, and LPN default as well. If the item is not uniquely identified, then you must enter the item number. Once you enter the item number the rest of the information populates automatically.
If you reserve multiple serials, then the column Reserved Serial Qty displays the number of serials you reserved. Though this value can differ from the quantity column, it cannot exceed the quantity column.
Type: Supply source type. This can be on a purchase orders, internal requisition, discrete job, shop floor job, process execution batch, or on hand inventory. If the organization is Warehouse Management enabled, then you can create reservations for ASNs and material in receiving.
Name: User-defined name to reference the reservation.
Revision: Revision for the item. You can enter a value here only if the item is under revision control. You establish revision control on the Item Master. See, Defining Item Revisions for more information.
Lot: Lot number of the item to reserve. You can enter a value here only if you establish lot control for the item. See, Setting up Lot Control for more information. If a lot-level conversion exists for the item, this conversion takes precedence over intra-class, or inter class lot conversions. See, Lot Specific Unit of Measure Conversions for more information.
If a lot is under grade control, the grade of the lot appears as well as the preferred grade if applicable. A lot can have only one grade at any given moment, and grades can change over time. See, Setting up Grade Control for more information on lot grades.
Subinventory: Subinventory from which to reserve the item.
Locator: Locator to which to reserve the item if it is under locator control.
LPN: License plates to be reserved and allocated for move order lines. You must be in a Warehouse Management enabled organization to use this functionality. See: Overview of the WMS Rules Engine, Oracle Warehouse Management User's Guide for more information.
Save your work.
To reserve multiple serial numbers
Click Serials.
Enter serial numbers in the Serial field or select serials from the Serial Numbers LOV window.
Click Done or OK.
To view current item availability information
Review the following fields:
Available Quantity: The Available Quantity field displays the quantity available to reserve. This is equal to the on hand quantity minus the reserved quantity (including the reserved quantity of other lines in the current reservation) and minus pending transactions
Note: Allocating move order lines for reservable items creates a reservation. If the item on a pick wave move order line is reservable, when you allocate the move order, the system creates a reservation and detailed suggestion. If the item on a pick wave move order line is not reservable, when you allocate the move order the system only creates a detailed suggestion.
Note: Material contained in a non-reservable subinventory is not included in the available-to-reserve quantity.
On Hand Quantity: The On Hand Quantity field displays the total quantity of the item for your current organization, and the revision level, lot number, subinventory, and locator you define for the item.
To transfer supply
Select the item reservation.
Choose Transfer Supply from the Tools menu.
The Transfer Supply window appears.
Enter or select the following:
Supply Type: Supply source type.
Revision: Revision for the item. You can enter a value here only if you establish revision quantity control for the item.
Lot Number: Lot number for the item. You can enter a value here only if you establish lot control for the item.
Subinventory: Subinventory from which to reserve the item.
Locator: Locator to which to reserve the item if it is under locator control.
Transfer Quantity: Quantity of the specified item to transfer. If the item is under dual UOM control, then the system displays the secondary quantity.
Click Transfer.
To transfer demand
Select the item reservation.
Choose Transfer Demand from the Tools menu.
The Transfer Demand window appears.
Enter or select the following:
Demand Type: Demand source type.
Demand Header: Demand header identification number.
Demand Name: User-defined name to reference the demand.
Transfer Quantity: Quantity of the specified item to transfer.
Click Transfer.
To delete a record in the Transfer Supply or Transfer Demand windows
Select the record you want to delete.
Click Delete.
To reserve an entire LPN
This feature is available only for WMS-enabled organizations.
Select the item reservation.
Select Reserve Entire LPN from the Tools menu.
The Reserve Entire LPN window appears. You can navigate to the Reserve Entire LPN page from the Create Reservations page and the Update Reservations page.
Enter or select the required information in the Item and Demand Source regions.
Click Create.
Reservations Workbench
The Reservations Workbench page contains all the windows-based reservations features, but in a different layout.
To create a reservation using the Create Reservations page:
Navigate to the Inventory responsibility, On-hand, Availability, and then Reservations Workbench. Select an organization.
The Search Reservations page appears.
Click Create.
The Create Reservations page appears.
Enter all the required details.
Click Create.
To update a reservation
Navigate to the Inventory responsibility, On-hand, Availability, and then Reservations Workbench.
The Search Reservations page appears.
For the reservation that you want to modify click the Update icon.
The Update Reservations page appears.
Enter all the required details.
Click Apply.
In addition to performing all of the existing windows-based features, you can use the Reservations Workbench pages to do the following:
In the To Demand region of the Transfer Demand page you can select from the available demand sources, such as SO or ISO, RMA, and Batch or WIP. For any of these demand sources you can select a row and enter the transfer quantity to transfer the reservation. For other demand source types, you can specify details in the Others tab.
In the Transfer Supply page, you can select Transfer or Available Supply to specify the supply side details for a reservation. You can manually enter details in the Transfer region or automatically display details in the Available Supply region. In the Available Supply region, you can select from the available supply sources, such as Inventory, Purchase Order, Job or Schedule, and Requisition. For the WMS-enabled organizations, you can also view the supply sources Advanced Shipment Notice and Intransit Shipment. For any of these supply sources you can select a row and enter the transfer quantity to transfer the reservation.
In the Transfer Demand and Transfer Supply pages you can select the serials for serial-level transfer.
In the Item Reservation region of the Create Reservations page you can view the reservations for an item. You can use this information to transfer the reservation to meet high priority demands.
At the bottom of the Create Reservations page you can select Supply or Available Supply to specify the supply side details for a reservation. You can manually enter details in the Supply region or automatically display details in the Available Supply region. The Available Supply region allows serial-level reservations.
Related Topics
Customizing the Presentation of Data, Oracle E-Business Suite User's Guide
Use the Reservations Interface window to view, process, and delete reservation requests. These include processed requests that have errored out and unprocessed requests. (Requests that are successfully processed disappear from the interface table and form.) You can also submit and resubmit reservation requests to the reservations interface manager for processing.
To view reservations requests
Navigate to the Reservations Interface folder window. The Find Reservations Interface Requests window appears.
Enter search criteria for the reservation requests you want to view.
Choose Find to start the search. The results display in the Reservations Interface window.
Select a tabbed region to display a type of information:
Error: Interface reservations error information.
Demand: Interface reservations demand information.
Supply: Interface reservations supply information.
Controls: Interface reservations control information.
Note: For a list of the available fields in each tabbed region see: Reservations Interface Folder Window Available Fields.
To submit and resubmit reservation requests for background processing
Check the Submit option next to the reservations you want to submit or resubmit or choose Resubmit All from the Tools menu.
If you have many reservations to resubmit, use the Resubmit All option to select all reservations for processing and then selectively deselect individual reservations you do not want to resubmit.
Save your work to submit the reservations for processing.
The reservations interface manager will process these requests the next time it runs.
To submit and resubmit reservation requests for online processing
Check the Submit option next to the reservations you want to submit or resubmit or choose Resubmit All from the Tools menu.
If you have many reservations to resubmit, use the Resubmit All option to select all reservations for processing and then selectively deselect individual reservations you do not want to resubmit.
Choose Process Batch to process a batch of reservations requests at a time or choose Process Line to process reservations requests one line at a time.
To delete reservation requests
Check the Submit option next to the reservation record you want to delete.
Choose Delete from the Tools menu.
Related Topics
Customizing the Presentation of Data, Oracle E-Business Suite User's Guide
The Reservations Interface folder window allows you to view reservation requests. Using folder options, you can display certain fields for each tabbed region. See: Viewing Reservations Interface Activity.
Batch ID | Batch identification number. |
Interface ID | Interface identification number. |
Organization | Code for the organization in which the item resides. |
Item | Inventory item referenced by the line item. |
Error Explanation | Explanation of the error that occurred when attempting to process the line item. |
Status | Status of the reservation request. |
Mode | Transaction processing mode, such as background or online processing. |
Partial Quantities | Whether the available quantity should be reserved when the available quantity is less than the reservation quantity. |
Type | Demand source type for the line item. |
Source | Source of the demand for the line item, such as an account number. |
Type | Supply source type of the line item to be reserved. |
Source | Source of the supply of the line item to be reserved. |
To Type | Updated supply source type for the line item. |
To Source | Updated source of the supply for the line item. |
Revision | Inventory item revision of the line item to be reserved. |
Lot | Source lot number of the line item to be reserved. |
Subinventory | Source subinventory of the line item to be reserved. |
Locator | Source lot number of the line item to be reserved. |
To Revision | Updated inventory item revision of the line item. |
To Lot | Updated source lot number of the line item. |
To Subinventory | Updated source subinventory of the line item. |
To Locator | Updated source locator of the line item. |
To: LPN | Updated license plates to be reserved and allocated for move order lines. You must be in a WMS enabled organization to use this functionality. See: Overview of the WMS Rules Engine, Oracle Warehouse Management User's Guide |
Related Topics
Customizing the Presentation of Data, Oracle E-Business Suite User's Guide
Use the Item quantities summary report to report just the item and the quantity. The report is useful to provide a fast list of the items in the inventory.
Use the Locator Quantities Report to identify items and their quantities stored in the specified locators. You can transact item quantities to locators and track the movements of items at the locator level. If the locator has zero on-hand quantity, the locator does not print. Items within the locator print only if they have on-hand quantity.
Use the Subinventory Quantities Report to show inventory item quantities by subinventory.
Use the VMI Onhand by Supplier Report to view onhand inventory by supplier across organizations.
Related Topics
Item Quantities Summary Report
Subinventory Quantities Report
Two procedures to access items on the Reservations page are as follows:
Procedure 1
Log in to Oracle Inventory Management using the Manufacturing and Distribution Manager Vision Project Mfg (EUR) Standard responsibility.
Click Order Management, Shipping, and then Plan Fulfillment.
Select an organization.
On the Item Reservations tab, select the items you want to display on the Reservations page.
Click Actions, and then Manage Reservations.
The items you selected are displayed on the Reservations page.
Procedure 2
Log in using the Warehouse Manager responsibility.
Click Outbound Logistics, and then Plan Fulfillment.
Select an organization.
On the Item Reservations tab, select the items you want to display on the Reservations page.
Click Actions, and then Manage Reservations.
The items you selected are displayed on the Reservations page.
For more information about setting up the navigation, see Setting Up Oracle Warehouse Management Information Discovery in Oracle E-Business Suite Information Discovery Integration and System Administration Guide.
All forms-based Reservations features, except creating reservations, are present in the simplified Reservations page, but in a different layout.