inventory basic setup lab

Oracle Inventory

Basic Setup Labs E-Business Suite R12

These labs were prepared for the purpose of

demonstrating basic Inventory functions.

Created By Edgar Arroyo

December 12, 2005

Updated by Daniel Newman, Rodrigo Castro

November 9, 2008

PREFACE

These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developedto assist an applications support analyst by:

• Providing an introduction to navigating through Inventory application forms

• Listing initial step by step instructions for data entry within the Inventory application to familiarize a support analyst with the features and functions of common Inventory movements and application maintainance

• Demonstrating various support tips for Ofunctions such using the “List of Values” feature, submitting concurrent requests, and general System Administrator functions (System Administrator Responsibility)

• Performing common inventory functions thatmaintaining items, issuing and receiving stock (items) into inventory, and performing stock (item) replenishment.

• Reinforcing Inventory concepts and functional issues that were discussed during class lectures

• As a source of reference for future support issues that may arise Feel free to do these labs as often as you want. Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater inventory controls. If some of the terms mentioned here are unfamiliar to you, before the week is out, they may just become part of your daily vocabulary while working in the support environment. Remember; don’t be afraid to make a mistake, YOU are here to learn.

The Labs can be performed on any release instance that has the Vision Demonstration Database installed. However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle Applications. Examples would be - Different item attribute settings - Different organization parameters - Data that may not exist Should you have any questions, please contact If you find any inconsistencies within this do

These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developedto assist an applications support analyst by:

Providing an introduction to navigating through Inventory application forms

Listing initial step by step instructions for data entry within the Inventory application to familiarize a support analyst with the features and functions of common Inventory movements and application maintainance

Demonstrating various support tips for Oracle Applications, while performing common form functions such using the “List of Values” feature, submitting concurrent requests, and general System Administrator functions (System Administrator Responsibility)

Performing common inventory functions that all customers perform, such as defining and maintaining items, issuing and receiving stock (items) into inventory, and performing stock (item)

Reinforcing Inventory concepts and functional issues that were discussed during class lectures

As a source of reference for future support issues that may arise

Feel free to do these labs as often as you want.

Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater If some of the terms mentioned here are unfamiliar to you, before the week is out, they

may just become part of your daily vocabulary while working in the support environment.

Remember; don’t be afraid to make a mistake, YOU are here to learn.

s can be performed on any release instance that has the Vision Demonstration Database installed. However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle Applications. Examples would be

em attribute settings Different organization parameters Data that may not exist

Should you have any questions, please contact [email protected] . If you find any inconsistencies within this document, please email [email protected] .

2

These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developed

Providing an introduction to navigating through Inventory application forms

Listing initial step by step instructions for data entry within the Inventory application to familiarize a support analyst with the features and functions of common Inventory movements and

racle Applications, while performing common form functions such using the “List of Values” feature, submitting concurrent requests, and general

all customers perform, such as defining and maintaining items, issuing and receiving stock (items) into inventory, and performing stock (item)

Reinforcing Inventory concepts and functional issues that were discussed during class lectures

Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater If some of the terms mentioned here are unfamiliar to you, before the week is out, they

may just become part of your daily vocabulary while working in the support environment.

s can be performed on any release instance that has the Vision Demonstration Database installed. However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle

Table Of Contents

LAB 1 Setup: Inventory Structures

LAB 2 Setup: Units of Measure

LAB 3 Setup: Item Attribute Control

LAB 4 Using Status Codes

LAB 5 Using Categories and Category Sets

LAB 6 Item Templates & Items Copy

LAB 7 Items: Relationships, Cross References,

Manufacturer’s Part Numbers

LAB 8 Item C

LAB 9 Performing Item Searches

LAB 10 Inventory Controls




LAB 14 Creating Custom Transaction Sources

LAB 15 Performing Inventory Transactions

LAB 16 Processing Return Material Authorizations (RMA)

LAB 17 Perform Receiving Transactions (Purchasi

LAB 18 Implementing ABC Analysis

LAB 19 Implementing Cycle Counting

LAB 20 Physical Inventories

LAB 21 Performing 2

LAB 22 Initializing Forecasts and Forecasts Sets

LAB 23 Using Reorder Point Pl

LAB 24 Using Min

LAB 25 Available to Promise (ATP)

APPENDIX A Navigation Hot Keys

Table Of Contents

Setup: Inventory Structures

Setup: Units of Measure

Setup: Item Attribute Control

Using Status Codes

Using Categories and Category Sets

Item Templates & Items Copy

Items: Relationships, Cross References,

Manufacturer’s Part Numbers

Item Catalog Groups

Performing Item Searches

Inventory Controls – Using Stock Locators

Inventory Controls – Item Revisions

Inventory Controls – Using Lot Control

Inventory Controls – Using Serial Numbers

Creating Custom Transaction Sources\Types

Performing Inventory Transactions

Processing Return Material Authorizations (RMA)

Perform Receiving Transactions (Purchasing)

Implementing ABC Analysis

Implementing Cycle Counting

Physical Inventories

Performing 2nd Day Cycle Counting

Initializing Forecasts and Forecasts Sets

Using Reorder Point Planning for replenishment

Using Min-Max Planning for replenishment

Available to Promise (ATP)

Navigation Hot Keys

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Processing Return Material Authorizations (RMA)

ng)

anning for replenishment

LAB 1 - Inventory Structures

- Application Navigation path

- Button

- Menu navigation path

Log on to Oracle Applications.

User: <userid> Password: <password> Responsibility: Inventory or Manufacturing, Vision Operations (USA) 1. Create New Organizations

Inventory> Setup> Organizations> Organizations Enter Organization Name (XX-organization1 Type: Plant Location: M1- Seattle Internal or External: Internal Save 2. Create a Location for this Inventory Organization

Inventory> Setup> Organizations> Locations Enter Location Name: XX-Location1 Description: <enter description> Address Details TAB Enter Address Shipping Details TAB Take all defaults Other Details TAB No information to enter Save Enter Organization Classification

NOTE: For all Labs, the value -XX

Inventory Structures

Responsibility: Inventory or Manufacturing, Vision Operations (USA)

Inventory> Setup> Organizations> Organizations

organization1)

2. Create a Location for this Inventory Organization

Inventory> Setup> Organizations> Locations

XX- denotes the student initials or first name.

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Inventory> Setup> Organizations> Organizations Enter Organization Name (XX-organization1 Click Find Under Organzation Classifications Section, put your cursor in the Name field. Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of the field) Select enabled checkbox Save.

Click on the “Others” button. Enter the Accounting Information Enter Set of Books, Legal Entity, and Operating Unit = (Vision Operations) Save Enter Inventory Information Enter thefollowing: Organization Code = <XXX> Item Master Organization = Vision Operations Calendar – Vision01 Under the Costing Information Tab: Costing Method = Standard Transfer to GL = Yes Enter Material Account and other accounts Under the Revision and Lot Control Tab: Serial Number uniqueness = within inventory items Enter Serial Number Prefix <XX> Enter Starting Serial Number, 000001 In the Others TAB Enter all the required accounts Save ________________________________________________________________

Inventory> Setup> Organizations> Organizations

organization1) in the Find Organization window

Under Organzation Classifications Section, put your cursor in the Name field.

Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of the field)

Click on the “Others” button.

Enter the Accounting Information

Enter Set of Books, Legal Entity, and Operating Unit = (Vision Operations)

Vision Operations

Enter Material Account and other accounts

Under the Revision and Lot Control Tab:

within inventory items

Enter Starting Serial Number, 000001

________________________________________________________________

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Select “Inventory Organization” using the List of Values (LOV, Control L or … to the right of the field)

3. Define Subinventories

Setup>Organizations>Subinventories Click on the “New” button Name: XX-subinv Description: XX-(your Name) Locator Control: At Item Level Note: Accept all other field defaults Create at least three subinventories

Use Existing Inventory Save

LAB 2 1. Define a Unit of Measure class and new base Unit of Measure (UOM) for

base UOM will then be used as a default for items you will be defining in later labs.

Setup>Units of Measure>Classes Add a new UOM Class

Name Description

XX-QTY XX Quantity

Save (Ctrl S)

Add 2 non-base units of measure for you new UOM class,

Click on the “Unit of Measure” button ((if you are at the Navigator, then chose Setup>Units of Measure>Conversions

Add a new UOM Class

Name

XX-Dozen

XX-Gross

Save

Note: By entering XX-Each in the base unit field, you have effectively just defined a new UOM.

Notice that your base unit already has a conversion defined for itconversion rate will always have a 1 to 1 relationship with itself.

Setup>Organizations>Subinventories

At Item Level

Note: Accept all other field defaults

Create at least three subinventories

Units of Measure

Define a Unit of Measure class and new base Unit of Measure (UOM) for your UOM class. This new UOM will then be used as a default for items you will be defining in later labs.

Setup>Units of Measure>Classes

Base Unit UOM

XX-Each EXX

base units of measure for you new UOM class, XX-Qty.

Click on the “Unit of Measure” button ((if you are at the Navigator, then chose Setup>Units of Measure>Conversions

Unite of Measure Description

DXX XX-Dozen XX-QTY

GXX XX-Gross XX-QTY

in the base unit field, you have effectively just defined a new UOM.

otice that your base unit already has a conversion defined for it - Since this is a base unit, conversion rate will always have a 1 to 1 relationship with itself.

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your UOM class. This new

in the base unit field, you have effectively just defined a new UOM.

Since this is a base unit, the

3. Add conversion rates between your base unit of measure and your 2 non

Click on the “Conversions” button (if you are at the Navigator, then chose Setup>Units of Measure>Conversions Add conversions between your base unit and non Choose your non-base unit of measure for - Use List of Values (LOV) icon and select - Use the CTRL L key to display LOV and select - Enter a partial value and the use the <tab> key Enter the conversion rates for dozen Add another UOM Conversion Choose your non-base unit of measure for - Use List of Values (LOV) icon and select - Use the CTRL L key to display LOV and select - Enter a partial value and the use the <tab> key Enter the conversion rates for gross

Save

LAB 3 1. Define a new Status Code for your items. Items that will be defined using this status code will always

have the following attributes enabled:

• Be allowed to be placed on a Bill of Material

• Be available to be the purchasing module

• Stockable in Inventory

• Be transactable in Inventory

Setup>Items>Status Codes Name: XX-Status Description: XX My new status (Tab to move to each attribute. Clicking on the BOM Allowed Build in WIP Customer Orders Enabled Internal Orders Enabled Invoice Enabled Transactable Purchasable Stockable 2. Define a new item called XX-item

Items>Master Items

conversion rates between your base unit of measure and your 2 non-base units of measure.

Click on the “Conversions” button (if you are at the Navigator, then chose Setup>Units of Measure>Conversions

Add conversions between your base unit and non-base units.

base unit of measure for XX-Dozen, and enter the appropriate conversion rate:Use List of Values (LOV) icon and select XX-Dozen, OR

to display LOV and select XX-Dozen, OR the use the <tab> key to display the LOV and select XX

Enter the conversion rates for dozen - 12 Add another UOM Conversion

base unit of measure for XX-Gross, and enter the appropriate conversion rate:f Values (LOV) icon and select XX-Gross, OR

Use the CTRL L key to display LOV and select XX-Gross, OR and the use the <tab> key to display the LOV and select XX

Enter the conversion rates for gross - 144

Status Codes

Define a new Status Code for your items. Items that will be defined using this status code will always following attributes enabled:

Be allowed to be placed on a Bill of Material

be the purchasing module

Be transactable in Inventory

XX My new status

(Tab to move to each attribute. Clicking on the CHECK BOX sets the attribute control value=YES.)

Yes No No No No Yes Yes Yes

item.

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base units of measure.

, and enter the appropriate conversion rate:

XX-Dozen

, and enter the appropriate conversion rate:

XX-Gross

Define a new Status Code for your items. Items that will be defined using this status code will always

sets the attribute control value=YES.)

Name

XX-item

Click on the top Menu click on “Tools” Click on “Copy From” Template: “Purchased Item” (use the LOV icon Use the CTRL L keys OR Enter a partial value and press the tab to display a list to chose from)

Click on “Apply,” then “Done”

Save (Ctrl S) Should you be asked for your Units of Measure (UOM) sele Determine some of your item attributes.

From the top menu, chose Tools > Find Attributes” OR

Choose the appropriate attribute group from the Alternative Region, and write down the valuthe following item attributes:

Group Item Attribute MAIN Item Status

INVENTORY Transactable

Stockable

ORDER MANAGEMENT Customer Orders Ena

Internal Orders Enabled

INVOICE Invoice Enabled

WORK IN PROCESS Build in WIP

3. Change the “Item Status” item attribute from its current value to your new status code, From the “Main” region put your cursor on the Item Status field

Click on the icon for List of Values Use the CTRL L keys OR Enter a partial value and press the tab to display a list to chose from) Choose XX-Status

Save

In the Order Management alternative region try to change the “Customer order Enabled” item attribute back to “yes”. What happened and why did it happen?

_______________________________________________________________________________

In the WIP alternative region, change the item attribute “WIP ALLOWED” to be Not Enabled What happened and why did it happen?

___________________________________________

Description

XX - My item

Click on the top Menu click on “Tools”

Template: “Purchased Item” (use the LOV icon OR

Enter a partial value and press the tab to display a list to chose from)

Should you be asked for your Units of Measure (UOM) select <XX-Each>

Determine some of your item attributes.

From the top menu, chose Tools > Find Attributes” OR

Choose the appropriate attribute group from the Alternative Region, and write down the valu

Item Attribute Value

Item Status _____________________

Transactable _____________________

Stockable _____________________

ORDER MANAGEMENT Customer Orders Enabled _____________________

Internal Orders Enabled _____________________

Invoice Enabled _____________________

Build in WIP _____________________

Change the “Item Status” item attribute from its current value to your new status code, From the “Main” region put your cursor on the Item Status field Click on the icon for List of Values OR

ress the tab to display a list to chose from)

In the Order Management alternative region try to change the “Customer order Enabled” item attribute back to “yes”. What happened and why did it happen?

_______________________________________________________________________________

In the WIP alternative region, change the item attribute “WIP ALLOWED” to be Not Enabled What happened and why did it happen?

_______________________________________________________________________________

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Choose the appropriate attribute group from the Alternative Region, and write down the values for

_____________________

_____________________

_____________________

_____________________

_____________________

_____________________

_____________________

Change the “Item Status” item attribute from its current value to your new status code, XX-Status

In the Order Management alternative region try to change the “Customer order Enabled” item

_______________________________________________________________________________

In the WIP alternative region, change the item attribute “WIP ALLOWED” to be Not Enabled

____________________________________

Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2 attributes.

1. _____________________________________________________________________________ 2. __________________________ 4. Assign your new item to Seattle Manufacturing (M1).

Save

Items>Organization Items

From the organizational item form, Click on the top Menu under “Tools” Click on “Item costs” Item: XX-item

Click the Find button When the Item cost Summary form appears,

Click the Costs button You may receive a forms error pop up box stating: “FRM-40350: Query caused no records to be retrieved

Click ok OR You will have a default record for cost element=mathis record, select ‘OK’, and then save the transaction and add the following:

Cost Element Subelement

MATERIAL Material

You can also navigate to the ‘Item Costs’ form by:

Costs>Item Costs

LAB 4 1. Determine the attribute group name and the control level (Master

attributes settings for your Organization (

Setup>Items>Attribute Controls Attribute Name BOM Item Type Cost of Goods Sold Customer Ordered Inspection required Lot control

Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2

1. _____________________________________________________________________________

_______________________________________________________________

Assign your new item to Seattle Manufacturing (M1).

Items>Organization Items

form, Click on the top Menu under “Tools”

When the Item cost Summary form appears,

You may receive a forms error pop up box stating: 40350: Query caused no records to be retrieved

You will have a default record for cost element=material overhead and subelement= Purchasing this record, select ‘OK’, and then save the transaction and add the following:

Subelement Basis Rate or Amount

Material Item 5

You can also navigate to the ‘Item Costs’ form by:

Costs>Item Costs

Item Attribute Controls

Determine the attribute group name and the control level (Master \ Organization) of the following your Organization (XX-organization1):

Setup>Items>Attribute Controls

Group Name Controlled At:

_______________ ___________________ _______________ ___________________ _______________ ___________________ _______________ ___________________ _______________ ___________________

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Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2

1. _____________________________________________________________________________

__________________________________________________

Purchasing - delete

Rate or Amount

Organization) of the following

Controlled At:

___________________ ___________________ ___________________ ___________________ ___________________

Inventory item Min-Max Maximum quantity 2. Define your item XX-item1 in the master organization you created (

Items>Master Items Query enter (F11). Key in item number: XX-item1 OR Enter a partial value and the wildcard character (%) XX-item1 is displayed in the item name field Query run (Ctrl F11)

From the “Main” region get the Item Status code. ___________________

From the alternative regions choose the appropriate region to display andfollowing item attributes (if the box is checked, consider the attribute unchecked, consider the attribute “NOT enabled” Attribute ALT Region Inventory Item _______________________WIP Supply Type _______________________Lot Control _______________________Costing Enabled _______________________Inv. Planning Method _______________________Default Shipping Org _______________________Purchasable _______________________User Item Type _______________________ 3. Determine the actual item attribute values for item

Items>Organization Items Item: XX-item1

Click then “Find” button Attribute ALT Region Inventory Item _______________________WIP Supply Type _______________________Lot Control _______________________Costing Enabled _______________________Inv. Planning Method _______________________Default Shipping Org _______________________Purchasable _______________________User Item Type _______________________

LAB 5 Categories and Category ENSURE YOU ARE IN Organization Seattle Manufacturing (M1)

Enter Inventory > Setup > Flexfields > Key > Values

_______________ ___________________ _______________ ___________________

in the master organization you created (XX-organization1):

Enter a partial value and the wildcard character (%) –XX-%% and then use the down arrow key until

is displayed in the item name field

From the “Main” region get the Item Status code. ___________________

From the alternative regions choose the appropriate region to display and then record the values of the following item attributes (if the box is checked, consider the attribute “Enabled” or set to

NOT enabled” or set to “No”).

ALT Region Value

_______________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ _____________

Determine the actual item attribute values for item XX-item1, in the organization created.

ALT Region Value

_______________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ _____________

Categories and Category Sets

ENSURE YOU ARE IN Organization Seattle Manufacturing (M1)

Enter Inventory > Setup > Flexfields > Key > Values

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___________________ ___________________

organization1):

arrow key until iteM

then record the values of the or set to “Yes”; if

_____________ _____________ _____________ _____________ _____________ _____________ _____________ _____________

in the organization created.

_____________ _____________ _____________ _____________ _____________ _____________ _____________ _____________

In Find Key Flexfield Structures field, Enter “Item Categores” Under Dependent Segment, Enter “Class” Click Find Under Values, Effective enter XX 1. Define 3 new categories

Setup>Items>Categories>Category Codes

Click on the “New” button Structure Name: Item categories Category: (Click on the “Edit” icon to open the Item Categories key flexfield window) Family: XX-desk Class: XX-brown

Click on the “OK” button Description: XX-brown desk Tab to the next line, and add your second category code

Structure Name

Item categories

Tab to the next line, and add your third category code (use either method above for data entry)

Structure Name Family

Item categories XX-car

Save 2. Define a Category Set and include your 3 new category codes as th

use when you assign items to your category set.

Setup>Items>Categories>Category Sets Name: XX Description: <last name Flex Structure: Item Categories Controlled at: Organization level Default Category: % <tab> (choose one of your categories you defined) Enforce List of Valid Categories = Yes

Save 3. Add your remaining 2 categories to

category set, they will be the only categories you can choose from: Click on Categories field below ‘Enforce List of Valid Categories’. Wait for the hourglass to change back to a cursor

In Find Key Flexfield Structures field, Enter “Item Categores” Under Dependent Segment, Enter “Class”

Under Values, Effective enter XX-desk (Use Control Down Arrow to add a new row)

Setup>Items>Categories>Category Codes

Item categories on the “Edit” icon to open the Item Categories key flexfield window)

Tab to the next line, and add your second category code

Category Description

XX-chair.brown XX-chair.brown


Family Class Description

car XX-brown XX-brown car

Define a Category Set and include your 3 new category codes as the only valid categories you can use when you assign items to your category set.

Setup>Items>Categories>Category Sets

XX-SET last name> Items Set

Item Categories Organization level

% <tab> (choose one of your categories you defined) Enforce List of Valid Categories = Yes

Add your remaining 2 categories to you category set, so that when you update an item with your set, they will be the only categories you can choose from:

Click on Categories field below ‘Enforce List of Valid Categories’. Wait for the hourglass to change back to a cursor pointer.

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desk (Use Control Down Arrow to add a new row)

on the “Edit” icon to open the Item Categories key flexfield window)


Description

brown car

e only valid categories you can

en you update an item with your

Add a new category code to your category set

Enter a % and then use the <tab> to display LOV for category code combinations. Choose one of the category code combinations you just defined, (except the default of course) and then repeat this step a second time to chose your other category code you defined.

Save 3. Assign one of your category codes to your item

Click on the “Assign” button

Item: XX-item Category: Use % and then <tab> key and then

Save

LAB 6

1. Create an item template with 8 attributes enabled.

Setup>Items>Templates

Click on the “New” button

Template: XX-sell Description: XX-items for sale

Select the appropriate Group from the

Group

Main

Inventory

Costing

Order Management

Save after each Tab/Group

2. Define a new item using your template

Items>Master Items

Notice that the default category you entered for your Category Set has been valid list. This is because the default category for a category set must be a valid cawhenever you assignyour category set to an item.

category code to your category set: Enter a % and then use the <tab> to display LOV for category code combinations. Choose one of the category code combinations you just defined, (except the default of course) and then repeat this

hose your other category code you defined.

Assign one of your category codes to your item XX-item

Use % and then <tab> key and then choose a category code

Item Templates & Item Copy

Create an item template with 8 attributes enabled.

items for sale Select the appropriate Group from the alternative region.

Attribuite Value

Primary UOM XX-Each

User Item Type Finished Good

Item Status XX-Status

Inventory Item YES

Cycle Count Enabled YES

Costing Enabled YES

Inventory Assest YES

Customer Ordered YES

Customer Orders Enabled YES

Define a new item using your template

Notice that the default category you entered for your Category Set has been placed in the is because the default category for a category set must be a valid ca

whenever you assignyour category set to an item.

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Enter a % and then use the <tab> to display LOV for category code combinations. Choose one of the category code combinations you just defined, (except the default of course) and then repeat this

placed in the is because the default category for a category set must be a valid category

Item: XX-item2 Description: Created from my template

Click on the top Menu under “Tools” Click on “Copy From” Template: XX-sell

Click on “Apply” then “Done”

Save How did the item attribute “User Item Type” under the Main alternative region get set to ‘Finished Good’?_____________________________________________________________________________ Is your new item able to be purchased? Why\Why not? _______________________________________________________________________ Can you disable the ‘costing enabled’ item attribute for this item? _____________ Why\Why not?________________________________________________________________________ Increase the operating functionality of your item by updating the item attributes thapurchased. Either applies the “Purchased Item” Template, Save Why did the item attribute “User Item TyGood’ to Purchased Item?___________________________________________________________________________ 3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organization

Then assign your category set to your item in both organizations. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu the organization items form, then the top Menu under “Tools”, categories, form, “Assign” button and assign your category set to both organization items. If you need help, please ask. Also, update the frozen cost for item need help with this step, see Lab 4, step 5.

Save 4. Define another item by copying

enabled that item XX-item2 has Add a new record

Name

XX-item3

Created from my template

Click on the top Menu under “Tools”

How did the item attribute “User Item Type” under the Main alternative region get set to ‘Finished Good’?_____________________________________________________________________________

new item able to be purchased? ________

____________________________________________________________________

Can you disable the ‘costing enabled’ item attribute for this item? _____________

Why not?________________________________________________________________________

ncrease the operating functionality of your item by updating the item attributes that enable an item to be

Either applies the “Purchased Item” Template, OR update the appropriate item attribute.

Why did the item attribute “User Item Type” under the Main alternative region change from ‘Finished

___________________________________________________________________________

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organization

assign your category set to your item in both organizations. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, categories; OR use the organization items form, then the top Menu under “Tools”, categories, OR use the category sets form, “Assign” button and assign your category set to both organization items. If you need help,

the frozen cost for item XX-item2 in org M1, Seattle Manufacturing. If you need help with this step, see Lab 4, step 5.

copying item XX-item2. This item will have the exact same attributes has enabled

Description

item copied from XX-item2

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How did the item attribute “User Item Type” under the Main alternative region get set to ‘Finished Good’?_____________________________________________________________________________

____________________________________________________________________

Can you disable the ‘costing enabled’ item attribute for this item? _____________

Why not?________________________________________________________________________

t enable an item to be

update the appropriate item attribute.

pe” under the Main alternative region change from ‘Finished

___________________________________________________________________________

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.

assign your category set to your item in both organizations. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button,

under “Tools”, categories; OR use use the category sets

form, “Assign” button and assign your category set to both organization items. If you need help, in org M1, Seattle Manufacturing. If you

. This item will have the exact same attributes

Click on top Menu under “Tools” Click on “Copy From” Item: XX-item2 (Note: Ensure that you are only copying an item, and that the template field does not havevalue.)

Click on “Apply” then “Done”

Save 5. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign your category set to your item in 3 of this lab.

Save 6. You are going to copy an existing item and apply a template at theoccur first or does the template get applied before the item is copied?(Hint: you must have a value in the template field and the item field on the not sure of the answer, try defining a new item and applying a template and copying another item!!)

LAB 7 1. Define a substitute relationship between Organization, V1

Items>Item Relationships

Click on “New” button

From Item To Item

XX-item2 XX-item3

Save

2. Define a customer cross-reference type and assign one of your items to the type.

Items>Cross References

Type

XX-xref

Save

Click on “Assign” button

Item Applicable to all Orgs

XX-item DO NOT CHECK BOX

Save 3. Define a new Manufacturer to the system.

Click on top Menu under “Tools”

(Note: Ensure that you are only copying an item, and that the template field does not have

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. assign your category set to your item in both organizations. If you need help, please see step

You are going to copy an existing item and apply a template at the same time. Does the copy item first or does the template get applied before the item is copied? you must have a value in the template field and the item field on the copy pop-up window. If you are

not sure of the answer, try defining a new item and applying a template and copying another item!!)

Item Relationships

te relationship between XX-item2 and XX-item3. - Ensure you are in the Master

Type Reciprocal

item3 Substitute Yes

reference type and assign one of your items to the type.

Description

XX-include in set

Applicable to all Orgs Org Value Description

DO NOT CHECK BOX M1 XX-brown set Include in set

3. Define a new Manufacturer to the system.

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(Note: Ensure that you are only copying an item, and that the template field does not have a

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. organizations. If you need help, please see step

same time. Does the copy item

up window. If you are not sure of the answer, try defining a new item and applying a template and copying another item!!)

Ensure you are in the Master

Reciprocal

Yes

Description

Include in set

Items> Manufacturers’ Part Numbers>By Manufacturers

Manufacturer

XX-USA Parts

Save 4. Enter the Manufacturer’s Part Numbers for your items:

Items>Manufacturers’ Part Numbers>By Items

Click on “New” button Manufacturer: XX-USA Parts Add the following information:

Manufacturer Part

USA-XX01

USA-XX02

Save

LAB 8 1. Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture

additional information that you would like to search for when generating purchase orders or to search for items with similar characteristics (descriptive elements)

Setup>Items>Catalog Groups Name: XX-Automobile Description: XX-auto

Click on the “Details” button and add the following catalog sequences Seq Name Description 1 Type Type 2 Make Make 3 Model Model 4 Color Color

Save

2. Define 2 new items XX-Van and

NOTE: You can also navigate to this same form

Items> Manufacturers’ Part Numbers>By

Query manufacturer if not listed, then click the button Button


Description

XX-Manufacturer

4. Enter the Manufacturer’s Part Numbers for your items: XX-item and XX-item2.


Item

XX-item

XX-item2

Item Catalog Groups

Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture additional information that you would like to search for when generating purchase orders or to search

items with similar characteristics (descriptive elements)

Setup>Items>Catalog Groups

Automobile

Click on the “Details” button and add the following catalog sequences

Description Req. Description Default Type Yes Yes Make Yes Yes Model Yes Yes Color Yes Yes

and XX-Car, assign your catalog group, XX-Automobile

You can also navigate to this same form using:


Query manufacturer if not listed, then click the button Parts

15

Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture additional information that you would like to search for when generating purchase orders or to search

Automobile to these items.

Items>Master Items Name: XX-Car Description: XX-My automobile

Click on the on the top Menu under “Tools” Click on “Copy From”

Template: “XX-sell” (use the LOV icon, CTRL L, or enter a partial value and press thea list to chose from)


Save Item: XX-Van Description: XX-other

Click on the top menu under “Tools” Click on “Copy From” Item: XX-Car


Save

Click on the top Menu under “Tools” Click on Catalog Catalog Group: XX-Automobile Name Value Type Van Make Honda Model Odyssey SE Color Silver

Click on “Update Description” button Save Close Item Catalog window

2. Now, perform the same catalog assignment for item

group descriptive elements to the information below, but

Either use the ‘up key’ to get to the previous record Query entry (F11) Item: XX-Car OR a partial value and wildcard (

Notice that the item description for elements from the catalog group.

My automobile

under “Tools”

” (use the LOV icon, CTRL L, or enter a partial value and press the

on the top menu under “Tools”


Automobile

Odyssey SE

Click on “Update Description” button

Now, perform the same catalog assignment for item XX-Car, changing the values for the catalog descriptive elements to the information below, but DO NOT UPDATE DESCRIPTION

key’ to get to the previous record OR

a partial value and wildcard (XX%)

Notice that the item description for XX-Van has been updated to include the additional descriptive elements from the catalog group. You should see XX-My other.Van.Honda.Odyssey SE.Silver

16

” (use the LOV icon, CTRL L, or enter a partial value and press the tab to display

e values for the catalog DO NOT UPDATE DESCRIPTION.

e the additional descriptive My other.Van.Honda.Odyssey SE.Silver

and then press the tab key to display a list to choose from Query run (Ctrl F11)

Click on the top Menu under “Tools” Click on Catalog Catalog Group: XX-Automobile Name Value Type 4 Door Make Honda Model Accord LE Color Red

Save Close Item Catalog window

LAB 9 Perform various item searches to familiarize yourself with form functionality 1. Use the Item Search form to find substitute parts for item

Items>Item Search Organization: M1

Click on alternative region and choose “Item Type: S and then the <tab> key Item: XX-item2

Click on “Find” button to view search results Was anything returned after you clicked Why\Why not? ______________________________________________ 2. Use the Item Search form to find the cross

Items>Item Search Organization: M1

Ensure alternative region has “Cross Cross Reference Type: XX Value: XX

Click on “Find” button to view search results Was anything returned after you clicked the “Find” button’? Why\Why not? _________________________________________

Notice that the item description for XXelements from the catalog group. It still reads XXattached to the item for searching, since the iytem catalog was assigned to the item.

and then press the tab key to display a list to choose from


Automobile

Accord LE

Item Searches

various item searches to familiarize yourself with form functionality

Use the Item Search form to find substitute parts for item XX-item2.

Click on alternative region and choose “Item Relationship” Type: S and then the <tab> key OR click the and select ‘Substitute’

Click on “Find” button to view search results Was anything returned after you clicked the “Find” button’? ______

______________________________________________

2. Use the Item Search form to find the cross-reference part for item XX-item within organization

Ensure alternative region has “Cross References” displayed XX-xref XX-brown set

Click on “Find” button to view search results

Was anything returned after you clicked the “Find” button’? _______ ______________________________________________

XX-Car has NOT been updated to include the additional descriptive elements from the catalog group. It still reads XX-My automobile, but the descriptive elements are still attached to the item for searching, since the iytem catalog was assigned to the item.

17

within organization M1

de the additional descriptive descriptive elements are still

3. Use the Item Search form to find the cross Organization: M2 Click ok after the following message appears: APP-05197: Changing organization will clear

Ensure alternative region has “Cross References” displayed Cross Reference Type: XX-xref Value: XX-brown set Did the system allow you to enter value: Why\Why not? ______________________________________________ 4. Use the Manufacturer’s Part Numbers form to find a manufacturer for part

Items>Manufacturers’ Part Numbers>By Items Item: XX-item2

Click on “Find” button to view search Was anything returned after you clicked the “Find” button’? ______________________________________________ 5. Use the Manufacturer’s Part Numbers form to find parts manufactured by

Items>Manufacturers’ Part Num Manufacturer: XX-USA Parts

Click on “Find” button to view search results OR

Items>Manufacturers’ Part Numbers>By ManufacturersManufacturer: XX-USA Parts, click the Parts button 6. Use the Item Search form to find items that have XX-Automobile within organization

Organization: V1 Click ok after the following message appears: APP-05197: Changing organiz

Ensure alternative region has “Item Catalog” displayed Catalog: XX-Automobile Press the tab key Name: Make Value: Name: Model Value:

Click on “Find” button to view search results Was anything returned after you clicked the “Find” button’? Why\Why not?__________________________________________________________________

Use the Item Search form to find the cross-reference part for item XX-item within organization

Click ok after the following message appears: 05197: Changing organization will clear associated queries

Ensure alternative region has “Cross References” displayed xref brown set

Did the system allow you to enter value: XX-brown set ________

______________________________________________

4. Use the Manufacturer’s Part Numbers form to find a manufacturer for part XX-item2



Was anything returned after you clicked the “Find” button’?

______________________________________________

5. Use the Manufacturer’s Part Numbers form to find parts manufactured by XX-USA Parts

Items>Manufacturers’ Part Numbers> By Items

Click on “Find” button to view search results OR

Items>Manufacturers’ Part Numbers>By Manufacturers With cursor placed on USA Parts, click the Parts button

Use the Item Search form to find items that have specific descriptive elements for your catalog group,within organization V1


Ensure alternative region has “Item Catalog” displayed

Value: Honda Value: Accord LE


ing returned after you clicked the “Find” button’? _____________

__________________________________________________________________

18

within organization M2.

USA Parts

With cursor placed on

for your catalog group,

__________________________________________________________________

7. Use the Item Search form again to find items that have group, XX-Automobile within organization

Organization: V1

Click ok after the following message appears: APP-05197: Changing organization will clear associated queries

Ensure alternative region has “Item Catalog” displayed Catalog: XX-Automobile Press the tab key Name: Make Value: Was anything returned after you clicked the “Find” button’? Why\Why not?___________________________________________________________________

LAB 10 Inventory Co What is the organization level locatorXX-organization1? __________________

Inventory>Setup>Organizations>Parameters

2. What is the locator control optionManufacturing (M1) organization? __________________

Inventory>Setup>Organizations>Subinventories

Click on the “Open” button Query Enter (F11) Name: XX-SUBINV Enter a partial value with a wildcard ( Engineer _________________ Query Enter (F11) Name: Restricted OR Enter a partial value with a wildcard ( Query Run (Ctrl F11) Restricted ____________________ Are there any locators defined for this subinventory? __________ How did you determine if there were locations _____________________________________________________________

Use the Item Search form again to find items that have a specific descriptive elementwithin organization V1


Ensure alternative region has “Item Catalog” displayed

Value: Honda

Was anything returned after you clicked the “Find” button’? _____________

___________________________________________________________________

Inventory Controls: Item Locators

locator control option for Seattle Manufacturing (M1) or your organization ____________________________

Inventory>Setup>Organizations>Parameters

locator control option for each of the following subinventories in the Seattle ____________________________


Enter a partial value with a wildcard (XX%) or your subinventories

_________________

Enter a partial value with a wildcard (Res%)

____________________

Are there any locators defined for this subinventory? __________

termine if there were locations defined?

_____________________________________________________________

19

a specific descriptive element for your catalog

___________________________________________________________________

(M1) or your organization

for each of the following subinventories in the Seattle

3. Define an item that uses locator control so you can track specific quantities of this item in specific locations in your subinventory

Items>Master Items

Item

XX-track

Click on the top Menu under “Tools” Click on “Copy From” Template: Purchased Item

Click on “Apply” and then “Done”

Click on the Alternative Region: Inventory Locator Control: Dynamic Entry Save

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign your category set to your item in both organizations. If you need help, please refer to Lab 6, step 3. Note: If you haven’t yet created Subinventory XX


Under Name enter XX-subinv Under Description Enter XX Subinventory, Status = Active Define 6 specific locations (locators) within your subinventory. This will

show a user 2 of the 3 different methods that stock locators can be Application.

Inventory>Setup>Organizations>Stock Locators Ensure you have switched organizations (if necessary)

Click on the “New” button Click on the “Edit” icon to pop the stock locator key flexfield and enter the following three segment values

Row Rack Bin

Locator: XX 101 XX

5. Define your last 3 stock locators for your subinventory.

Inventory>Setup>Organizations>Subinventories Click the “Flashlight” icon and select subinventory subinv.

Click on the “Locators” button, and enter the following stock locators:\

Define an item that uses locator control so you can track specific quantities of this item in specific

Description

Locator Controlled item

under “Tools”

Purchased Item


Click on the Alternative Region: Inventory Dynamic Entry

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. assign your category set to your item in both organizations. If you need help, please refer to

d Subinventory XX-subinv you will need to do this before the next step.


Under Description Enter XX Subinventory, Status = Active

ocators) within your subinventory. This will be a two step process to 2 of the 3 different methods that stock locators can be defined to the Oracle Inventory

Inventory>Setup>Organizations>Stock Locators Ensure you have switched organizations (if necessary)

Click on the “Edit” icon to pop the stock locator key flexfield and enter the following three segment

Bin Description Subinventory Status

XX 101 Locator XX-subinv Active

5. Define your last 3 stock locators for your subinventory.

Inventory>Setup>Organizations>Subinventories Click the “Flashlight” icon and select subinventory XX-subinv OR run a query for subinventory

Click on the “Locators” button, and enter the following stock locators:

20

Define an item that uses locator control so you can track specific quantities of this item in specific

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. assign your category set to your item in both organizations. If you need help, please refer to

subinv you will need to do this before the next step.

be a two step process to defined to the Oracle Inventory

Click on the “Edit” icon to pop the stock locator key flexfield and enter the following three segment

Status

Active

run a query for subinventory XX-

Row Rack Bin

Locator: XX 102 XX

Locator: XX 103 XX

Locator: XX 104 XX

Locator: XX 105 XX

Locator: XX 106 XX

Save and return to the Navigator.

6. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item

Inventory>Transactions>Miscellaneous Transaction Date: (Accept default) Type: Miscellaneous Receipt

Click on the “Transaction Lines” button

Item Subinventory

XX-item XX-subinv

Save 7. Verify that the system performed you unit of measure conversion correctly for you receipt transaction

for item XX-item.

On-hand, Availability>On-hand Quantities Organization: M1 Item: XX-item

Click on “Find What is the Total Quantity for your item, Is this value correct? ____________________ Why? ______________________________________________________________

8. Use the Miscellaneous Transaction, Miscellaneous

controlled item. If you need help, refer to step 6.

Transactions>Miscellaneous Transaction

Date Type

XX-item Miscellaneous Receipt

Notice that the subinventory automatically defaulted for each locator enterdefining stock locators while using the Subinventories form, for a specific subinventory..

Bin Description

XX 102 Locator

XX 103 Locator

XX 104 Locator

XX 105 Locator

XX 106 Locator

Save and return to the Navigator.

Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item

Miscellaneous Transaction

Miscellaneous Receipt (use CTRL L, “List of Values” icon, or type in a partial value)


UOM Quantity Account

DXX 50 <Enter Account>

Verify that the system performed you unit of measure conversion correctly for you receipt transaction

hand Quantities

What is the Total Quantity for your item, XX-item? ____________

Is this value correct? ____________________

Why? ______________________________________________________________

Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 20 units of your locator controlled item. If you need help, refer to step 6.


Item Subinventory Locator

Miscellaneous Receipt XX-track XX-subinv XX.107.XX

Notice that the subinventory automatically defaulted for each locator entered - this is because you aredefining stock locators while using the Subinventories form, for a specific subinventory.

21

Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item XX-item

(use CTRL L, “List of Values” icon, or type in a partial value)

Verify that the system performed you unit of measure conversion correctly for you receipt transaction

Why? ______________________________________________________________

Receipt to receive 20 units of your locator

Locator

XX.107.XX

this is because you are

Did the system accept this locator? ______ Why\Why Not? _______________________________________________________________________________ Quantity: 20 Account: Use the CTRL L key or

Save 9. Define another item that is under define the subinventory (ies) the item is restricted to prior to performing a transacrestrict an item to specific locators, you must define the subinventory (ies)restricted to, prior to performing a transaction with this item. Since you have already defined 6 locators for XX-subinv you can use these locator combinations to restrict your item to.

Items>Master Items

Item Description

XX-track_r Item restricted

Click on the top Menu under “Tools” Click on “Copy From” Template: “Purchased Item”

Click on the alternative region and choose “Inventory” Locator Control: Prespecified Restricted Subinventories: Yes Restricted Locators: Yes

Save 10. Assign your item to Seattle Manufacturing (M1) Organization M1.

Save 11. To specify which subinventories and locators item cursor on org M1, and click the “Org Attributes” button

Click on the top Menu under “Tools” Click on “Item Subinventories” Place cursor on the Subinventory field and enter Subinventory: XX-subinv Place cursor on the Locators field and add the following: Locator: XX.105. XX

Save If cursor is not on a blank line under subinventory field, place curso Subinventory: FGI

Did the system accept this locator? ______

_______________________________________________________________________________

Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’

. Define another item that is under restricted locator control. If you restrict subinventories, you must subinventory (ies) the item is restricted to prior to performing a transaction with this item. If you

an item to specific locators, you must define the subinventory (ies)\locator(s) the item will be prior to performing a transaction with this item. Since you have already defined 6 locators for ou can use these locator combinations to restrict your item to.

Item restricted to specific subinv and pre-specified locator.

top Menu under “Tools”

Click on the alternative region and choose “Inventory”

Yes Yes

Assign your item to Seattle Manufacturing (M1) AND assign your category set to the new item in

To specify which subinventories and locators item XX-track_r can use in organization M1, place you k the “Org Attributes” button


Place cursor on the Subinventory field and enter

subinv Place cursor on the Locators field and add the following:

XX.105. XX

If cursor is not on a blank line under subinventory field, place cursor on the Subinventory field:

22

_______________________________________________________________________________

type in ‘M’ then click ‘OK’

ventories, you must ith this item. If you

he item will be prior to performing a transaction with this item. Since you have already defined 6 locators for

gory set to the new item in

can use in organization M1, place you

r on the Subinventory field:

Place cursor on the Locators field and add the following: Locator: XX.106. XX

Save

12. Use the Miscellaneous Transaction Miscellaneous Receipt to re Date: (Let default to today's date) Type: Miscellaneous Receipt (use CTRL L or “List of Values” icon to find value)

Click on the “Transaction Lines” button Item: XX-track_r Subinventory: Stores What happens? ___________________________________________________________________ WHY? __________________________________________________________________________ Subinventory: XX-subinv Locator: % <tab> to open flexfield (select Quantity: 3 Account: Use the CTRL L key or click the LOV icon

Save 13. Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application. 1. __________________________________ 2. ___________________________________________________________________________ 3. ___________________________________________________________________________

LAB 11 Inventory Controls: Item Revision

1. What is the default starting revision for the Seattle Manufacturing (M1) organization?

Setup>Organizations>Parameters

Click on the alternative region: Rev, Lot, Serial Starting Revision: ________ Remember, this is the default revision that will be added to all ite Manufacturing (M1) organization, regardless of value for the item attribute 2. Add an item that is revision controlled, wherperforming a movement or adjustment transactions.

You have just restricted item XX-track_rmovement and adjustment transactions within organization Seattle Manufacturing (M1)

Place cursor on the Locators field and add the following: XX.106. XX

Use the Miscellaneous Transaction Miscellaneous Receipt to receive 3 units of item (Let default to today's date) Miscellaneous Receipt (use CTRL L or “List of Values” icon to find value)

Click on the “Transaction Lines” button track_r

___________________________________________________________________

___________________________________________________________________

v % <tab> to open flexfield (select one of your restricted locators


Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application.

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

Inventory Controls: Item Revision


Setup>Organizations>Parameters Click on the alternative region: Rev, Lot, Serial

Remember, this is the default revision that will be added to all items you assign to the Seattle Manufacturing (M1) organization, regardless of value for the item attribute ‘Revision Control’

Add an item that is revision controlled, where you must specify a specific revision whenever movement or adjustment transactions.

track_r to 2 specific subinventory-locator combinations for all movement and adjustment transactions within organization Seattle Manufacturing (M1)

23

ceive 3 units of item XX-track_r

Miscellaneous Receipt (use CTRL L or “List of Values” icon to find value)

___________________________________________________________________

___________________________________________________________________

locators


Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application.

_________________________________________

___________________________________________________________________________

___________________________________________________________________________


ms you assign to the Seattle ‘Revision Control’

fy a specific revision whenever

binations for all movement and adjustment transactions within organization Seattle Manufacturing (M1)

Items>Master Items Item: XX-revision Description: Revision Controlled item

Click on the top Menu under “Tools” Click on “Copy From” Template: Finished Good


Select alternative region - Inventory Revision Control: Enable by ‘checking’ the revision control checkbox

Save 3. Assign your new item to Seattle Manufacturing (M1) and Boston M

Then assign your category set to your item in both organizations. If you neLab 6,step 3.

Save 4. Define a second revision for item

Items>Master Items Requery item XX-revision if necessary

Click on the top Menu under “Tools” Click on “Revisions” Click on the + icon to add an other revision Revision Description B 2nd revision

Save

5. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of itemrevision A, and 10 units of XX-revision Date: Today's date Type: Miscellaneous Receipt Item: XX-revision Rev: A Subinventory: XX-subinv Quantity: 2 Account: Use the CTRL L key or click the LOV icon

Save Now, perform your Miscellaneous Receipt of 10 Item: XX-revision Rev: B

Revision Controlled item


Click on “Apply” and then “Done” Inventory

Enable by ‘checking’ the revision control checkbox


assign your category set to your item in both organizations. If you need help, please refer to

Define a second revision for item XX-revision

if necessary


Click on the + icon to add an other revision Description Effective Date 2nd revision Use today's date

Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of itemrevision revision B into subinventory XX-subinv

Miscellaneous Receipt

revision

subinv


Now, perform your Miscellaneous Receipt of 10 units of XX-revision revision B into XX-revision

24

anufacturing (M2) organizations.

ed help, please refer to

Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of item XX-revision


-subinv

What happened? __________________________________________________________________ Is Revision B a valid revision for this item? ____________ Why \ Why not? ______________________________________________ If revision B is not valid for this item, is it possible to enable it? ______ How?_______________________________________________________________________________ ______________________________________________________________________ Either clear the current record and update the revision for item revision to complete the miscellaneous receipt Subinventory: XX-subinv Quantity: 10 Account: Use the CTRL L key or click the LOV icon Save

LAB 12 Inventory Controls: Lot Control

1. What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing (M1) organization?


Click on the alternative region “Rev, Lot, Serial” Lot Control Uniqueness: __________________________ Generation: __________________________ 2. Define an item that utilizes Lot

Items>Master Items Item: XX-200 lot Description: Lot/Shelf life controlled item Template: Purchased Item

Click on the alternative region “Inventory” Lot Expiration Control: Shelf life days Shelf life days: 200 Lot Control: Full Control Starting Prefix: XX Starting Number: 00001

Save

3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.

What happened? __________________________________________________________________

Is Revision B a valid revision for this item? ____________

Why not? ________________________________________________________________

If revision B is not valid for this item, is it possible to enable it? ______

______________________________________________________________________________

______________________________________________________________________

ther clear the current record and update the revision for item XX-revision, or just accept the default revision to complete the miscellaneous receipt

subinv


Inventory Controls: Lot Control

What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing

Setup>Organizations>Parameters Click on the alternative region “Rev, Lot, Serial”

__________________________

__________________________

Define an item that utilizes Lot Control, and always has a shelf life expiration date of 200 days.

Lot/Shelf life controlled item Purchased Item

Click on the alternative region “Inventory”

life days 200 Full Control XX 00001


25

What happened? __________________________________________________________________

__________________

______________________________________________________________________________

____________________________________________________________________________________

or just accept the default


What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing

Control, and always has a shelf life expiration date of 200 days.


Then assign your category set to your item in both organizations. If you need help, please Lab 6,step 3.

Save 4. Use the Miscellaneous Transac

subinventory Date: Today's date Type: Miscellaneous Receipt Item: XX-200 lot Subinventory: XX-subinv Enter Lot #: B00XX00 Was the expiration date filed automatically How does the system know when your item’s lot will expire? ____________________________________

Is there a way to allow a user to specify the EXACT expiration date for a partlot controlled? ________________

How? __________________________________________________________________________ Quantity: 20 Account: Use the CTRL L key or click the LOV icon

Save 5. Receive another 5 units of item to partially generate lot numbers for you Item: XX-200 lot Subinventory: XX-subinv Quantity: 5 Account: Use the CTRL L key or click the LOV icon

Click on the “Lot\Serial” button With the cursor placed in the Lot field, enter (Use Control Down Arrow to create new rows) Lot Number: XXLotXX Quantity: 3 Press the TAB key twice Quantity: 1 Press the TAB key twice Quantity: 1

Click on the “Done” button

Save

assign your category set to your item in both organizations. If you need help, please

Use the Miscellaneous Transaction form to receive 20 units of item XX-200 lot into your

Today's date Miscellaneous Receipt

subinv

Was the expiration date filed automatically populated? ______________

How does the system know when your item’s lot will expire?

____________________________________

Is there a way to allow a user to specify the EXACT expiration date for a particular item if the item is _________

__________________________________________________________________________


Receive another 5 units of item XX-200 lot into subinventory XX-subinv, allowing the system to partially generate lot numbers for you.

subinv


With the cursor placed in the Lot field, enter (Use Control Down Arrow to create new rows)

26

assign your category set to your item in both organizations. If you need help, please refer to

into your

icular item if the item is

__________________________________________________________________________

allowing the system


With the cursor placed in the Lot field, enter (Use Control Down Arrow to create new rows)

6. If you were complete another receiving transaction for item would the next lot number generated by the M1?) ____________________________________________________________________________

LAB 13 Inventory Controls 1. What are the serial number uniqueness and generation control options for the Seattle Manufacturing

(M1) organization?


Click on the alternative region “Rev, Lot, Serial” Serial Control Uniqueness: _____________________ Generation: _____________________

2. Define an item that is under predefined serial number control. If you do not have any system

generated serial numbers for this item, you will not be able to item.

Items>Master Items Item: XX-serial_p Desc: Predefined Serial Numbers Template: XX_Sell

Click on the alternative region: Inventory Serial Generation: Predefined Starting Prefix: XX Starting Number: 00001

Save 3. Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2)

organizations, or your organization XX Then assign your category set to your item in these organizations. If you neLab 6,step 3.

Save 4. Define another item that is under serial number control, using the option at receipt:

Notice that as you tabbed out of the lot field, the lot numbers that were addedsequential values, based upon the settings in the organization parameters form and tset for the organization items, and that the first lot number generated by the systemattributes starting prefix and number, for your item,

If you were complete another receiving transaction for item XX-200 lot in organization M1next lot number generated by the system be? (Hint: What is the lot generation set to for

____________________________________________________________________________

Inventory Controls: Item Serial numbers

What are the serial number uniqueness and generation control options for the Seattle Manufacturing


Click on the alternative region “Rev, Lot, Serial”

_____________________

_____________________

Define an item that is under predefined serial number control. If you do not have any systemserial numbers for this item, you will not be able to perform any transactions utilizing this

Predefined Serial Numbers

Click on the alternative region: Inventory

Predefined

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) , or your organization XX-organization1.

assign your category set to your item in these organizations. If you need help, please refer to

Define another item that is under serial number control, using the option at receipt:

Notice that as you tabbed out of the lot field, the lot numbers that were added to the system were values, based upon the settings in the organization parameters form and torganization items, and that the first lot number generated by the system came from the item

nd number, for your item, XX-200 lot

27

in organization M1, what Hint: What is the lot generation set to for

____________________________________________________________________________

What are the serial number uniqueness and generation control options for the Seattle Manufacturing

Define an item that is under predefined serial number control. If you do not have any system-perform any transactions utilizing this

Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2)

help, please refer to

Define another item that is under serial number control, using the option at receipt:

to the system were values, based upon the settings in the organization parameters form and the item attributes

came from the item

Item: XX-serial_r Desc: Serial numbers entered at receipt

Click on the top Menu under “Tools” Click on “Copy From” Item: XX-serial_p

Click on the alternative region: Inventory Serial Generation: At Receipt Starting Prefix: AXX Starting Number: 00001

Save 5. Predefine 20 serial numbers for item utilizing this item.

ON-HAND, AVAILABILITY>GENERATE SERIAL NUMBERS Item: XX-serial_p Quantity: 20

Click on the “Submit” button, then ‘No’ to submit another request Monitor your concurrent request id: (From the Menu,

Click on the “Help” Menu Click on “View my requests”

Click on the “Find” button or use the single request function ****DO NOT proceed to step 6 until your concurrent request has completed normally!!! 6. Perform a Miscellaneous Receipt to receive 5 units of item serial_r into your subinventory

Transactions>Miscellaneous Transaction Date: Today's date Type: Miscellaneous Receipt Source: (your name) Account: <enter account information>

Click on the “Transaction Lines” button Item: XX-serial_p Subinventory: XX-subinv Quantity: 1

Click on the “Lot/Serial” button Click on the “List of Values” icon (CTRL L)

Click the “Find” button Choose the first available serial number

Click on the “Done” button Add new record OR use the CTRL and DOWN arrow key Item: XX-serial_p

Serial numbers entered at receipt


Click on the alternative region: Inventory

At Receipt

Predefine 20 serial numbers for item XX-serial_p, so you will be able to perform transacti

HAND, AVAILABILITY>GENERATE SERIAL NUMBERS

Click on the “Submit” button, then ‘No’ to submit another request - Monitor your concurrent request id: (From the Menu, chose Help >View my requests

Click on the “Find” button or use the single request function DO NOT proceed to step 6 until your concurrent request has completed normally!!!

Perform a Miscellaneous Receipt to receive 5 units of item XX-serial_p and 50 units of item


Miscellaneous Receipt

<enter account information>


serial_p subinv

Click on the “List of Values” icon (CTRL L)

Choose the first available serial number

use the CTRL and DOWN arrow key

serial_p

28

rm transactions

chose Help >View my requests

DO NOT proceed to step 6 until your concurrent request has completed normally!!!

and 50 units of item XX-

Subinventory: XX-subinv Quantity: 4

Click on the “Lot/Serial” button With your cursor in the Serial number field, type “%” and then hit the tab key

Choose the first available serial number

Click on the “Done” button

Save Now, perform your Miscellaneous Receipt to receive 50 units of item

Item: XX-serial_r Subinventory: XX-subinv Quantity: 2

Click on the “Lot/Serial” button Click the “Individual” radio button Serial Number: XX00XX Serial Number: XX01XX

Click on the “Done” button Add new record OR use the CTRL and DOWN arrow key Item: XX-serial_r Subinventory: XX-subinv Quantity: 48

Click on the “Lot/Serial” button Serial Number: 01XX

Save Why didn’t you manually have to enter an account for these transactions? ________________________________________________________________________________

Notice how you now have a list of values immediately, as opposed to havinand then hit the ‘Find” button as in the previous example Notice how the system calculates fact that the ‘serial number entry mode ‘radial button’ is set to “Ranges” numbers that were not sequential, change the serial number entry mode ‘radial buttand then you can select individual serial numbers.

Notice that you were able to enter specific serial

subinv

Click on the “Lot/Serial” button Serial number field, type “%” and then hit the tab key

Choose the first available serial number -

Now, perform your Miscellaneous Receipt to receive 50 units of item XX-serial_r

serial_r subinv

Click the “Individual” radio button

use the CTRL and DOWN arrow key

serial_r subinv

Why didn’t you manually have to enter an account for these transactions?

________________________________________________________________________________

Notice how you now have a list of values immediately, as opposed to having to click the LOV button then hit the ‘Find” button as in the previous example

Notice how the system calculates the ‘to’ serial number based upon the transaction quantity and the fact that the ‘serial number entry mode ‘radial button’ is set to “Ranges” - if you wanted to enter serial numbers that were not sequential, change the serial number entry mode ‘radial buttand then you can select individual serial numbers.

Notice that you were able to enter specific serial numbers individually or by specifying a starting number.

29

Serial number field, type “%” and then hit the tab key-

________________________________________________________________________________

g to click the LOV button

’ serial number based upon the transaction quantity and the if you wanted to enter serial

numbers that were not sequential, change the serial number entry mode ‘radial button’ to “Individual”,

numbers individually or by specifying a starting number.

7. Verify that the system updated your serial number statuses for item

On-hand, Availability>Serial Numbers Item: XX-serial_p

Click the “Find” button Review the status for your serial numbers for item review our serial numbers you just received.

Query Enter (F11) Item: XX-serial_r Query Run (Ctrl F11)

Review the status for your serial numbers for item review your serial numbers you just received.

LAB 14 Creating Custom Transaction Source Create custom transaction source types and transaction types to track your doyour company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a local charity once a year. You will need to perform a “subinventory transfer” to move the stocksubinventory to the charity (donation) subinventory, and then perform an “issue from stores” to ship your items to the charity. Set up a new subinventory in organization M1 called XXhaving trouble. 2. Define a new transaction source type.

Setup>Transactions>Source Types Switch to User Defined Tab Name Description XX-CHARITIES XX's Charity

Save 3. Define 2 new transaction types for your transaction source type

Setup>Transactions>Types

Under atl region “User Defined Name Description XX-HOLD-CHARITY Hold for Charity XX-ISSUE-CHARITY Issue to Charity

Save 4. Create 2 new Transaction Reason Codes to track all your charity movement transactions in your

organization

Setup>Transactions>Reasons Add a record Name Description

Verify that the system updated your serial number statuses for item XX-serial_p and

hand, Availability>Serial Numbers serial_p

Review the status for your serial numbers for item XX-serial_p - toggle to alt region “Status” and review our serial numbers you just received.

Review the status for your serial numbers for item XX-serial_p - toggle to alt region “Status” and review your serial numbers you just received.

Creating Custom Transaction Sources\Types

Create custom transaction source types and transaction types to track your donations to charity. It is company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a local charity

perform a “subinventory transfer” to move the stock from your charity (donation) subinventory, and then perform an “issue from stores” to ship your

Set up a new subinventory in organization M1 called XX-Donate - refer to lab 1, step 4, if you are

2. Define a new transaction source type.

Setup>Transactions>Source Types

Description Validation TypeXX's Charity Transactions None

3. Define 2 new transaction types for your transaction source type XX-CHARITIES

User Defined”, add a 2 new transaction types.

Description Action Hold for Charity Subinventory Transfer Issue to Charity Issue from stores

Create 2 new Transaction Reason Codes to track all your charity movement transactions in your

Setup>Transactions>Reasons

Description

30

and XX-serial_r

toggle to alt region “Status” and

toggle to alt region “Status” and

nations to charity. It is company's practice to set aside inventory in a ‘spare’ subinventory and then issue it to a local charity

from your charity (donation) subinventory, and then perform an “issue from stores” to ship your

refer to lab 1, step 4, if you are

Validation Type

Create 2 new Transaction Reason Codes to track all your charity movement transactions in your

XX-DONATION Donate to Charity XX-CHARITY-HOLD Hold for Charity

Save 5. You just received a call from your supervisor informing you that the company is going to donate 1

item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item

your subinventory into the subinventory


Under Name enter XX-Donate Under Description Enter XX Subinventory, Status = Active

Transactions>Subinventory Transfer Date: Today's date Type: XX-HOLD-CHARITY Source: (your name)

Click on the “Transaction Lines” button Item: XX-item Subinventory: XX-subinv To Subinv: XX-Donate Quantity: 1 Reason: XX-CHARITY

Save 5. Now, perform your issue to a charity.

Transactions> Miscellaneous Transaction

Date: Today's date Type: XX-ISSUE- Source: Goodwill

Click on the “Transaction Lines” button Item: XX-item Subinventory: XX-Donate Quantity: 1 Account: Use the CTRL L key or click the LOV icon Reason: XX-DONATION

Save

LAB 15 Performing Inventory Transactions

1. Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are having problems, refer to one of the previous labs (lab 10 thru 14)

Note: If you haven’t yet created Subinventory XX

Donate to Charity Hold for Charity

You just received a call from your supervisor informing you that the company is going to donate 1 item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item

your subinventory into the subinventory XX-Donate.


Under Description Enter XX Subinventory, Status = Active

Transactions>Subinventory Transfer Today's date

CHARITY (your name)


subinv Donate

CHARITY-HOLD

Now, perform your issue to a charity.

Transactions> Miscellaneous Transaction

Today's date -CHARITY


Donate

Use the CTRL L key or click the LOV icon - type in ‘M’ then click ‘OK’ DONATION

Performing Inventory Transactions

Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are having problems, refer to one of the previous labs (lab 10 thru 14)

: If you haven’t yet created Subinventory XX-Donate you will need to do this before the next step.

31

You just received a call from your supervisor informing you that the company is going to donate 1 item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item XX-item from

Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are

Donate you will need to do this before the next step.

(This will be in preparation of our Physical Inventory and Cycle Count labs)

Date: Today's date Type: Miscellaneous Receipt Source: (your name) Account: <enter account information>

Item Subinventory

XX-Item XX

XX-200 lot XX

XX-serial_r XX

XX-track XX

XX-200 lot XX

XX-track_r XX

XX-serial_p XX

If you cannot find an item listed above, then simply select another classmates similar item

(Eg. If you cannot find 03-serial_r,

Save 2. The Boston Manufacturing (M2) has just notified you that it is short 10 pieces of

have already received 500 into your subinventory in M1, 10 of them to Boston Manufacturing.

Transactions>Inter-organization Transfer Date: Today's date To Org: Boston Manufacturing Type: Inventory intransit shipment Containers: 1 Source: (your name) Shipment Number: XX999 Expected Receipt Date: Today’s Date

Click on ''Transaction Lines” button Item: XX-item Can you use this item? __________ Why\Why Not? ________________________________________________________________________________

IMPORTANT - when you save your 7 missing lots, serial number, locators. (performed). Provide the additional information required to complete transaction processing.

(This will be in preparation of our Physical Inventory and Cycle Count labs)

Today's date Miscellaneous Receipt (your name) <enter account information>

Subinventory Loc Lot Serial

XX-subinv

XX-subinv ???

XX-subinv ???

XX-subinv ???

XX-subinv ???

XX-subinv ???

XX-subinv ???

If you cannot find an item listed above, then simply select another classmates similar itemserial_r, then look for 02-serial_r or 04-serial_r).

The Boston Manufacturing (M2) has just notified you that it is short 10 pieces of XXhave already received 500 into your subinventory in M1, use the Inter-organization Transfer to send 10 of them to Boston Manufacturing.

organization Transfer

Today's date Boston Manufacturing Inventory intransit shipment

(your name)

Today’s Date

Click on ''Transaction Lines” button

__________

________________________________________________________________________________

when you save your 7 transaction lines watch for missing inventory controls such asissing lots, serial number, locators. (CURSOR is normally placed on line in error after a save is

). Provide the additional information required to complete transaction processing.

32

Qty

10

15

1

10

2

10

3

If you cannot find an item listed above, then simply select another classmates similar item

XX-item. Since you organization Transfer to send

________________________________________________________________________________

transaction lines watch for missing inventory controls such as CURSOR is normally placed on line in error after a save is

). Provide the additional information required to complete transaction processing..

Clear the current Inter-organization Transfer information and return to items window, assign item XX-

3. Use the Inter-organization Transfer to send 10 units of

Transactions>Inter-organization Transfer Date: Today's date To Org: Boston Manufacturing Type: Inventory intransit shipment Containers: 1 Source: (your name) Shipment: XX999 Expected Receipt Date: Today’s Date Subinventory: XX-subinv To Subinventory: Stores Tab to Quantity: 10 Will there be any transfer charges? _______________ What will they be? _______________ Is the information correct? _______________ Save 4. The Inventory Manager in Boston Manufacturing has been notified that the iarrived. Change organizations to Boston Manufacturing and do a receipt transaction for shipment number XX999.

Change organization - MRP

Click on the “Change Organization” button, then Click on Boston Manufacturing (M2), then Click ok Close windows and return to the Navigator. Receive the intransit shipment for Boston Manufacturing.

Transactions>Receiving>Receipts Click on the Shipment Number and enter

Click on the “Find” button Close the Receipt Header Window Click on the check box to the far left (in front of the quantity field) for your interorg transfer. Change the quantity field to 10

Save 5. Deliver the shipment XX999 to Boston Manufacturing, subinventory

Transactions>Receiving>Receiving Transactions

Click on the “Find” button Click on the check box in front of the quantity field and then tab to verify subinventory=

Save 6. Verify your receiving transaction by viewing the

organization Transfer information and return to the Navigator, from the master -item to M2- Boston Manufacturing

organization Transfer to send 10 units of XX-item to Boston Manufacturing.

organization Transfer

Today's date Boston Manufacturing Inventory intransit shipment

(your name) XX999 Today’s Date

subinv

Will there be any transfer charges? _______________ What will they be? _______________

Is the information correct? _______________

4. The Inventory Manager in Boston Manufacturing has been notified that the intransit shipment has Change organizations to Boston Manufacturing and do a receipt transaction for shipment

Click on the “Change Organization” button, then Click on Boston Manufacturing (M2), then Click okwindows and return to the Navigator.

Receive the intransit shipment for Boston Manufacturing.

Transactions>Receiving>Receipts Click on the Shipment Number and enter XX999

Close the Receipt Header Window after it is returned

to the far left (in front of the quantity field) for your interorg transfer.10 (If need be)

Deliver the shipment XX999 to Boston Manufacturing, subinventory Stores.


in front of the quantity field and then tab to verify subinventory=

Verify your receiving transaction by viewing the transactions

33

the Navigator, from the master

to Boston Manufacturing.

ntransit shipment has Change organizations to Boston Manufacturing and do a receipt transaction for shipment

Click on the “Change Organization” button, then Click on Boston Manufacturing (M2), then Click ok

to the far left (in front of the quantity field) for your interorg transfer.

in front of the quantity field and then tab to verify subinventory=Stores

Transactions>Receiving>View Receiving Transactions You can use either of the following fields to limit your search, or any combination you wish: Source Type: Internal Supplier: Seattle Manufacturing (M1) Shipment Number: XX999 Item: XX-item Is you receipt listed? ____________ 7. Verify your On Hand Quantity is available for transactions.

On-hand, Availability>On-hand Quantities Item: XX-item Subinventory: Stores

Click on the “Find” button Is you On hand Quantity correct? ___________

LAB 16 Return Material Authorizations (RMA’s) Ensure you are in organization Seattle Manufacturing First we must create a Purchase Order to use for the RMA

Purchasing > Purchase Orders > Purchase Orders Under Supplieru use 1005, American Telephone and TelegraphEnsure there is a Supplier Site Under Item, RD-ITEM Quatnity 5, Price 10 Enter Need by Date, Enter today’s date Save (Control S) Click Approve, Submit for Approval, Click OK Check under View, Requests that the Request submitted properly.

Inventory > Transactions > Receiving > Receipts Enter Purchase Order, Go to Lines and check Save (Control S) Note the Receipt Number 1. Receive an RMA

Transactions>Receiving> Returns Enter the the Purchase Order Number or Receipt Number

Transactions>Receiving>View Receiving Transactions You can use either of the following fields to limit your search, or any combination you wish:

Seattle Manufacturing (M1)

____________

Verify your On Hand Quantity is available for transactions.

hand Quantities

Is you On hand Quantity correct? ___________ Qty ____________

Return Material Authorizations (RMA’s)

Ensure you are in organization Seattle Manufacturing – M1

Order to use for the RMA

Purchasing > Purchase Orders > Purchase Orders

Under Supplieru use 1005, American Telephone and Telegraph

day’s date

Click Approve, Submit for Approval, Click OK

Check under View, Requests that the Request submitted properly.

Inventory > Transactions > Receiving > Receipts

Enter Purchase Order, Go to Lines and check the white box on the left for the line item

Transactions>Receiving> Returns

Enter the the Purchase Order Number or Receipt Number

34

You can use either of the following fields to limit your search, or any combination you wish:

Click on “Find” Button

Click on the “Transaction Lines” button Line number: (List of Values CTRL L or enter your RMA number) Subinventory: 01-Subinv Return to, Use the Supplier you used Quantity: (enter quantity you Inspected) Reason: COMPdamage

) Save

LAB 17 First we must create a Purchase Order to use for the PO Receivin

Purchasing > Purchase Orders > Purchase Orders Under Supplier use 1005, American Telephone and TelegraphEnsure there is a Supplier Site Under Item, RD-ITEM Quantity 5, Price 10 Enter Need by Date, Enter today’s date Save (Control S) Click Approve, Submit for Approval, Click OK Check under View, Requests that the Request submitted properly.

Inventory > Transactions > Receiving > Receipts Enter Purchase Order, Go to Lines and check the white box Save (Control S) Note the Receipt Number

1. You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be entered into the system before items can actually be placed (received) into in

Change organizations to Seattle Manufacturing (M1) and perform the receipt transaction.

Transactions>Receiving>Receipts Purchase Order: 90XX

Click on the “Find” button

If you receive the message: “The currently entered RMA quantity receipt quantity is greater than the total RMA quantity - Just click OK

on the “Transaction Lines” button Line number: (List of Values CTRL L or enter your RMA number)

Return to, Use the Supplier you used Quantity: (enter quantity you Inspected)

Receiving Transactions

First we must create a Purchase Order to use for the PO Receiving Transaction

Purchasing > Purchase Orders > Purchase Orders

use 1005, American Telephone and Telegraph

Enter Need by Date, Enter today’s date

Click Approve, Submit for Approval, Click OK

Check under View, Requests that the Request submitted properly.

Inventory > Transactions > Receiving > Receipts

Enter Purchase Order, Go to Lines and check the white box on the left for the line item

You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be entered into the system before items can actually be placed (received) into inventory.


>Receiving>Receipts

The currently entered RMA quantity receipt quantity is greater than the Just click OK - YOU are allowed to over-receive RMA’s

35

You will be doing one PO receiving transaction; a “Standard” receipt, which requires a receipt to be ventory.


The currently entered RMA quantity receipt quantity is greater than the

Close the “Receipt Header'' windowClick on the check box, which is left of the Quantity field

Save 2. The Standard PO line is now ready to be delivered to

Transactions>Receiving>Receiving Transactions Source Type: Supplier Purchase Order: 90XX

Click on the “Find” button Click on the Check box left of the quantity field. Tab to subinventory: Stores

Save 3. Check the results of your transactions by viewing the transaction history and then verify the on hand

quantities.

Transactions>Material Transactions Accept the default dates Tab to the subinventory field and enter:

Click on the “Find” button The first view is of the location information.

Click on the alternative region: What does the source field represent? ____________________________ Does it change for different types of transactions? _______________

On-hand, Availability>On-hand Quantities Item: AS18947 Subinventory: Stores Click on the “Find” button Is the qty correct? __________

If you had not delivered your standard line into a subinventory, would you be able to view the on hand quantity here? ____________ Why? _______________________________________

What menu path would you use to find receiving transactions? ____________________________________________

Lab 18 1. Define 3 ABC classes to use for your ABC compilation. (

ABC Codes>ABC Classes Click on the + icon to add a new class,

use the down key to get to the first blank line, or use the mouse andblank line

Close the “Receipt Header'' window , which is left of the Quantity field

The Standard PO line is now ready to be delivered to Stores subinventory.


Supplier 90XX

Click on the Check box left of the quantity field. Stores

Check the results of your transactions by viewing the transaction history and then verify the on hand

Transactions>Material Transactions

Tab to the subinventory field and enter: Stores

The first view is of the location information. Click on the alternative region: “Transaction Type”

What does the source field represent? ____________________________

Does it change for different types of transactions? _______________

hand Quantities

Is the qty correct? __________ If you had not delivered your standard line into a subinventory, would you be able to view the on hand quantity here? ____________

Why? _______________________________________

u path would you use to find receiving transactions?

____________________________________________

ABC Analysis

1. Define 3 ABC classes to use for your ABC compilation. (Ensure you are in organization M1

Click on the + icon to add a new class, OR use the down key to get to the first blank line, or use the mouse and place your cursor on the first

36

Check the results of your transactions by viewing the transaction history and then verify the on hand

If you had not delivered your standard line into a subinventory, would you be able to view the on

Ensure you are in organization M1)

place your cursor on the first

Class Name: XX-Class A Description: My class A items

Click on the + icon to add a new class, or use the down key to get to the next blank line Class Name: XX-Class B Description: My class B items

Click on the + icon to add a new class, or use the down key to get to the next blank line Class Name: XX-Class C Description: My class C items

Save 2. ‘Rank’ or sequence the items in your subinventory by

ABC Codes>ABC Compiles

Click on the “New” button Name: XX-COMPILE Description: XX's Compile Content Scope: Subinventory Subinventory: XX-subinv Valuation Scope: Subinventory Criterion: Current on hand quantity Cost type: Frozen

Click on the “Compile” button

Click on the “OK” button for the caution pop up bo APP-05209: Concurrent request xxxxx submitted * * PRINT COMPILE RESULTS

Click on the “OK” button for the caution pop up box: APP-05209: Concurrent request xxxxx submitted


Click on the “Find” button Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:

Click on the “View Output” button to

Close all windows and return to the Navigator 3. Create an ABC group for your XX

your items to your ABC classes. This ABC group will automatic

Notice the sequence numbers that have been assigned to each igenerated are based upon the compile options you chose subinventory. The lowest sequence number (1) has been assigned to the item in your subinventory with the highest on hand quantity, and the highest sequence nin your subinventory with the lowest on hand quantity.

Class A My class A items

a new class, or use the down key to get to the next blank lineClass B

My class B items

Click on the + icon to add a new class, or use the down key to get to the next blank lineClass C class C items

2. ‘Rank’ or sequence the items in your subinventory by “current on hand quantity”

COMPILE XX's Compile Subinventory

subinv

Subinventory Current on hand quantity

Click on the “OK” button for the caution pop up box: 05209: Concurrent request xxxxx submitted

* * PRINT COMPILE RESULTS --- YES *

Click on the “OK” button for the caution pop up box: 05209: Concurrent request xxxxx submitted

Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:

Click on the “View Output” button to view the “ABC Descending Value Report” Exit file

Close all windows and return to the Navigator

XX-COMPILE, assign your ABC classes to this group, and then assign your items to your ABC classes. This ABC group will automatically have all items that were compiled

otice the sequence numbers that have been assigned to each item. These sequence numbers generated are based upon the compile options you chose - “current on hand quantity” and specific

The lowest sequence number (1) has been assigned to the item in your subinventory highest on hand quantity, and the highest sequence number (x) has been assigned to the item

your subinventory with the lowest on hand quantity.

37

a new class, or use the down key to get to the next blank line

Click on the + icon to add a new class, or use the down key to get to the next blank line

Ensure request “ABC DESCENDING VALUE REPORT” completes with a status of ‘Normal’:

view the “ABC Descending Value Report” Exit file

, assign your ABC classes to this group, and then assign ally have all items that were compiled

tem. These sequence numbers “current on hand quantity” and specific

The lowest sequence number (1) has been assigned to the item in your subinventory been assigned to the item

by the system when you generated your ABC compile because you are linking your ABC group to your compile.

ABC Codes>ABC Assignment Groups Click on the + icon to add a new group name Group Name Compile Name XX-GROUP XX-COMPILE

Save (Ctrl S) - Note: Make sure the cursor is highlighting YOUR new group name before proceeding

Click on the “Group Classes” button to add your ABC classes to your group Priority Class Name 1 XX-Class A 2 XX-Class B 3 XX-Class C

Save (Ctrl S) Close window ABC group class Assignments window.

Click on the “Assign Items” button to assign items within your compile to the specific ABC classes you linked to your ABC group.

Class Seq XX-Class A 2 XX-Class B 3 XX-Class C ? What was the sequence number assig Why was this sequence number assigned to ________________________________________________________________________________

Are there other ways (besides assigning sequence numbers to ABC classeABC compile to an ABC group?

________________________________________________________________________________

Save Concurrent program “Define ABC Assignments” is then initiated normally before proceeding. Concurrent request id ________________


Click on the “Find” button or use single request and enter your request id

When the request Define ABC assignments completes normalwindow and requery your ABC Assignment group

Click on the “Update items” button to change the system generated because you would like to can change one of the items assigned to Class A to Class B

by the system when you generated your ABC compile because you are linking your ABC group to

ABC Codes>ABC Assignment Groups Click on the + icon to add a new group name

Compile Name COMPILE

Note: Make sure the cursor is highlighting YOUR new group name before proceeding

Click on the “Group Classes” button to add your ABC classes to your group

Class B


Click on the “Assign Items” button to assign items within your compile to the specific ABC classes

What was the sequence number assigned to XX-Class C? __________ Why was this sequence number assigned to XX-Class C?

________________________________________________________________________________

Are there other ways (besides assigning sequence numbers to ABC classes) to assicompile to an ABC group?

________________________________________________________________________________

Concurrent program “Define ABC Assignments” is then initiated - wait until this request completes

Concurrent request id ________________

Click on the “Find” button or use single request and enter your request id

When the request Define ABC assignments completes normally, close the ABC Assign Items and requery your ABC Assignment group

Click on the “Update items” button to change the system generated item-class assignments, would like to can change one of the items assigned to Class A to Class B

38

by the system when you generated your ABC compile because you are linking your ABC group to

Note: Make sure the cursor is highlighting YOUR new group name before proceeding


Click on the “Assign Items” button to assign items within your compile to the specific ABC classes

________________________________________________________________________________

s) to assign items from an

________________________________________________________________________________

wait until this request completes

ly, close the ABC Assign Items

class assignments, would like to can change one of the items assigned to Class A to Class B

Highlight the item you wish to change classes for, and simply update the class by entering a new value or by using the LOV icon to select a new class (while your cursor is in the class field) Save

Lab 19 1. Define a cycle count header and initialize it with the ABC compile group,

unscheduled entries. Approve out of tolerances only and choose the daily option for running the Automatic Scheduler.

Counting>Cycle Counting>Cycle Counts

Click on the “New” button Name: XX Description: XX's Cycle Count Adjustment Account: Use the CTRL L key or click the LOV icon Count Subinventories: Specific Subinventory: XX

Alternative Region: Control, Scope Late Days: 1 Unscheduled Entries: Yes Display System Qty: Yes Automatic Recounts: Click the check box Maximum: 1

Alternative Region: Serial Control, Schedule Serial Control Option Multiple Per Request Auto Schedule: Click the Frequency: Daily Count Zero Quantity: Click the check box

Save (Ctrl S)

Alternative Region: Adjustments, ABC Approval Required: If out of Tolerance Qty 5% 5% Adjust. Value 5 5 Hit/Miss 10% 10% ABC Initialization Group: XX-GROUP Option: (Re) Initialize

Save (Ctrl S) Write down your concurrent request id __________________ (OK)


Click on the “Find” or use the single request option

When your concurrent request id has completed with a status of Normal, close the request window and continue to the next step

While the Cycle Count header form is displayed, requery your cycle count you just created 2. Update your cycle count with y

Click on “Classes” button, and update your counts per year for each class Name Counts per year

Highlight the item you wish to change classes for, and simply update the class by entering a new value or by using the LOV icon to select a new class (while your cursor is in the class field)

Cycle Counting

ader and initialize it with the ABC compile group, XX-GROUPunscheduled entries. Approve out of tolerances only and choose the daily option for running the


XX-CYCLE-COUNT XX's Cycle Count Use the CTRL L key or click the LOV icon - type in ‘Ph’ then click ‘OK’ Specific XX-subinv

ol, Scope

Yes Yes Click the check box -

Alternative Region: Serial Control, Schedule Multiple Per Request Click the check box Daily Click the check box

Alternative Region: Adjustments, ABC If out of Tolerance

5%

10%

GROUP (Re) Initialize

Write down your concurrent request id __________________ (OK)


When your concurrent request id has completed with a status of Normal, close the request window

While the Cycle Count header form is displayed, requery your cycle count you just created

2. Update your cycle count with your ABC classes

Click on “Classes” button, and update your counts per year for each class

Counts per year Approval Variance/Quantity %

39

Highlight the item you wish to change classes for, and simply update the class by entering a new value or

GROUP. Enable unscheduled entries. Approve out of tolerances only and choose the daily option for running the

’ then click ‘OK’

When your concurrent request id has completed with a status of Normal, close the request window

While the Cycle Count header form is displayed, requery your cycle count you just created

XX-Class A 225 XX-Class B 75 XX-Class C 50

Save 4. Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle

counts.

Click on the top Menu under “Tools” Select “Perform Full Cycle Count” Click on the Parameters field for Name Gen. AutoSched Gen. CycleCountReg. Cycle Count Listing Click on the “Submit” button, then click no to submit another request


Click on the “Find” or use the single request option When the program name CYCLE COUNT LISTING has completed normally, then

Click on the “View Output” button The CYCLE COUNT LISTING being run, due to you setting the Late Days option to 1.

5. Enter cycle count entries for your cycle count,

Counting>Cycle Counting>Cycle Count Entries Cycle Count: XX-CYCLE

Click on the “Find” button Find all open count requests =

Enter quantities: (Note: if you change the region to Enter several counts out of tolerance and make the rest of the counts entered match the system quantity.

Note: If you have data on the output of the report you have successfully generated an 'Automatic Cycle Count' process. If the previous step was successful, close all windows Navigator. If not, please ask for assistance.

This compile will then be used to assign your items to specific ABC you will be defining.

225 2

Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle


Select “Perform Full Cycle Count” - This is a request set composed of 3 concurrent prograClick on the Parameters field for each request to get the popup window for parameter inputs

Parameters Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Ensure that you check the ‘save’ box for this report ONLY.

Click on the “Submit” button, then click no to submit another request


When the program name CYCLE COUNT LISTING has completed normally, then

Click on the “View Output” button

contains items that must be counted within 1 day of the scheduler due to you setting the Late Days option to 1.

Enter cycle count entries for your cycle count, XX-CYCLE-COUNT (Keep the quantities reasonable

Counting>Cycle Counting>Cycle Count Entries CYCLE-COUNT

Find all open count requests = YES

(Note: if you change the region to “Adjustments” you can see the system generated quantity.)

Enter several counts out of tolerance and make the rest of the counts entered match the system

Note: If you have data on the output of the report you have successfully generated an 'Automatic Cycle Count' process. If the previous step was successful, close all windows and return to the Navigator. If not, please ask for assistance.

This compile will then be used to assign your items to specific ABC class within an ABC group

40

Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle

This is a request set composed of 3 concurrent programs. to get the popup window for parameter inputs

Ensure that you check the ‘save’ box for this report ONLY.

When the program name CYCLE COUNT LISTING has completed normally, then

ay of the scheduler

Keep the quantities reasonable)

“Adjustments” you can see the system generated quantity.)

Enter several counts out of tolerance and make the rest of the counts entered match the system

Note: If you have data on the output of the report you have successfully generated an 'Automatic and return to the

class within an ABC group

For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on lower portion of the cycle count entries screen) (ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header level tolerance of + or -5%, but not the class A tolerance of + or

For serial items that appear on your cycle count, after entering a count for thatbutton and click the “All Present” button if you do not want to perform an adjustment, otherwise, “unclick” the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serial number details for this request” Once you have entered a count for each item on the cycle count entries form,

Save (Ctrl S)

Click then “Ok” button when the note “Adjustments process 6. Approve, reject or recount your cycle count entries for your cycle count; XX

Counting>Cycle Counting>Approve Counts Cycle Count: XX-CYCLE

Click on “Find” button Query counts pending approval only?

7. Recount any of your cycle count items that have a status of ‘recounted’



Enter quantities:

Save 8. Approve, reject or recount your cycle count entries for your cycle count;



Notice counts that were entered which matched system quantities are tagged as “approved” and that counts that are “out of tolerance” artolerance but not the same quantity that the system has, then status of the adjustment is approved due to the cycle count option for approval being set to “If out of tolerance” “Always”, then each count within tolerance but not the same quantity as the system, you would eitneed to approve, reject or recount the item (if recounts were allowed). If you do not have any couwith an approval status of ‘recount

Notice the counts just entered for recount have factthat automatic recounts were enabled for your cycle count, and the maxiwas set to 1. If you had entered items’ that were recounted and still not with tolerances would still be set to ‘Reconumber for recounts is reached)

For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on lower portion of the cycle count entries screen) ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header

5%, but not the class A tolerance of + or -2%.

For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ button and click the “All Present” button if you do not want to perform an adjustment, otherwise,

the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior , a pop up not will appear informing you to “Please enter the serial

number details for this request”

Once you have entered a count for each item on the cycle count entries form,

Click then “Ok” button when the note “Adjustments processed” window appears.

Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE

Counting>Cycle Counting>Approve Counts

CYCLE-COUNT

Query counts pending approval only? NO






CYCLE-COUNT


Notice counts that were entered which matched system quantities are tagged as “approved” and that that are “out of tolerance” are automatically set to a status of “recount”. If a count is within

ot the same quantity that the system has, then status of the adjustment is approved ount option for approval being set to “If out of tolerance” - If you se

“Always”, then each count within tolerance but not the same quantity as the system, you would eitrecount the item (if recounts were allowed). If you do not have any cou‘recount’, then you do not have to perform steps 7 and 8 of this lab.

Notice the counts just entered for recount have the approval option set to “None”. This is doing to the that automatic recounts were enabled for your cycle count, and the maximum number of recounts

to 1. If you had entered 2 for the maximum number of recounts, then the actwere recounted and still not with tolerances would still be set to ‘Recorecounts is reached)

41

For counts entered that are ‘out of tolerance’, enter at least one count that will allow the system to bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on

ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header

item, click the ‘Serial’ button and click the “All Present” button if you do not want to perform an adjustment, otherwise,

the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior , a pop up not will appear informing you to “Please enter the serial

CYCLE-COUNT

CYCLE-COUNT

Notice counts that were entered which matched system quantities are tagged as “approved” and that e automatically set to a status of “recount”. If a count is within

ot the same quantity that the system has, then status of the adjustment is approved If you set this option to

“Always”, then each count within tolerance but not the same quantity as the system, you would either recount the item (if recounts were allowed). If you do not have any counts

form steps 7 and 8 of this lab.

ne”. This is doing to the mum number of recounts

for the maximum number of recounts, then the action for ‘recounted were recounted and still not with tolerances would still be set to ‘Recount” (until maximum

LAB 20 Change organizations to Seattle Manufacturing (M1) I. Define a physical inventory to count ALL items within your subinvnetory.

Counting>Physical Inventory>Physical Inventories

Click on “New” button Name: XX-PI Description: XX's PI Date: Today's date Approval region Required: If out of tolerance Tolerances Qty 5 5 Value 10 10 Count Subinventories

Click “Specific” (Subinventory) XX-subinv “Allow Dynamic Tags” should be checked Yes

Click on “Snapshot' button concurrent request id __________________


Click on the “Find” or use the single request option When your “Freeze physical inventory” request has completed with a status of Normal, closerequest window and return to the Navigator.

2. Generate both blank and default tags for physical inventory Blank tag information

Counting>Physical Inventory>Tag Generation Name: XX- PI Tag Type: Blank Starting tag: XX0001 Number of tags: 3

Write down your ending tag number Ending tag number: _______________

Click on the “Generate” button

Notice how the ending tag number is automatically generated based upon the number of tags requested.

Physical Inventories

Manufacturing (M1)

Define a physical inventory to count ALL items within your subinvnetory.

Counting>Physical Inventory>Physical Inventories

Today's date

If out of tolerance

subinv

“Allow Dynamic Tags” should be checked Yes

ncurrent request id __________________


When your “Freeze physical inventory” request has completed with a status of Normal, closerequest window and return to the Navigator.

Generate both blank and default tags for physical inventory XX-PI.

Counting>Physical Inventory>Tag Generation

ending tag number. _______________

Notice how the ending tag number is automatically generated based upon the number of tags

42

When your “Freeze physical inventory” request has completed with a status of Normal, close the

Notice how the ending tag number is automatically generated based upon the number of tags



When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally, generate your default tag information

Default tag information Name: XX- PI Tag Type: Blank Starting tag: This information should already be displayed

- If not, then enter your ending tag number +1 - (eg. If your ending tag number was XX0004, then enter XX0005)

Digit Increment: this information should also default

If above information defaulted correctly, then you should simply have to plac“Starting Tag number field and then hit the “Tab” to allow system to complete the default information

Click on the “Generate” button



When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally, proceed to the next step.

3. Enter tag counts for physical inventory

Counting>Physical Inventory>Tag Counts Name: XX-PI Click on the “Find” button Query all existing tags: YES

Your blank tags will be displayed first. For your first blank tag, enter the following information for an item you found in your subinventory, but that was not accounted for when the snapshot was taken.

Item: AS10001 Subinventory XX-subinv Qty: 100

Since this was the only item you found in your subinventory that was not included in the snapshot, void the remaining 2 blank tags:

VOID: Check box

Enter quantities for all your remaining tags, entering any count you wish. Save 4 Run the Physical inventory missing tag listing


When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally, tag information

This information should already be displayed If not, then enter your ending tag number +1 (eg. If your ending tag number was XX0004, then enter XX0005)

this information should also default - if not enter 001111

If above information defaulted correctly, then you should simply have to place your cursor in the Tag number field and then hit the “Tab” to allow system to complete the default information


When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,

Enter tag counts for physical inventory XX-PI.

Counting>Physical Inventory>Tag Counts

Your blank tags will be displayed first. For your first blank tag, enter the following information for an you found in your subinventory, but that was not accounted for when the snapshot was taken.

subinv

Since this was the only item you found in your subinventory that was not included in the snapshot, the remaining 2 blank tags:

Check box

Enter quantities for all your remaining tags, entering any count you wish.

Run the Physical inventory missing tag listing

43


e your cursor in the Tag number field and then hit the “Tab” to allow system to complete the default information


Your blank tags will be displayed first. For your first blank tag, enter the following information for an you found in your subinventory, but that was not accounted for when the snapshot was taken.

Since this was the only item you found in your subinventory that was not included in the snapshot,

Reports>ABC and Counting Single request Click Ok Request Name: Physical Inventory Missing Tag Listings Name: XX Once the request has completed, verify on the report output that you see: Number of Missing Tags: 0


Click on the “Find” or use the single request option Highlight your request, and

Click on the “View Report” button to ensure you see 5 Approve all of the adjustments

Counting>Physical Inventory>Approve Name: XX-PI

Click on “Find” button Query out of tolerance adjustments only? 1) You MUST approve, reject or void EVERY tag 2) You should always run the Physical Inventory Adjustment REPORT before running the adjustments

program to be assured that every thing looks reasonable.

Click on “Approve All” button 6. Launch the adjustments program:

Counting>Physical Inventory >Physical Inventories Query your physical inventory. With your cursor on your physical inventor

Click on the top Menu under “Tools” Click on “Launch Adjustments” Account: Use the CTRL L key or click the LOV icon

Click on “Launch Adjustments”

Lab 21 1. Your manager has just notified you that you will need to count a new item daily. Manually add that item to your Cycle Count, which was not included in your original ABC compile, and place that item in the control group. This additional count is considered a Manual entry

Counting>Cycle Counting>Cycle Counts Query enter (F11)

Click Ok Physical Inventory Missing Tag Listings XX-PI

Once the request has completed, verify on the report output that you see: Number of Missing Tags: 0

the “Find” or use the single request option

Click on the “View Report” button to ensure you see Number of Missing Tags: 0

Counting>Physical Inventory>Approve Adjustments

Query out of tolerance adjustments only? YES

1) You MUST approve, reject or void EVERY tag

You should always run the Physical Inventory Adjustment REPORT before running the adjustments assured that every thing looks reasonable.

Launch the adjustments program:

Counting>Physical Inventory >Physical Inventories

Query your physical inventory. With your cursor on your physical inventory,



Use the CTRL L key or click the LOV icon - type in ‘Ph’ then click ‘OK’


2nd Day Cycle Counting

notified you that you will need to count a new item daily. Manually add that item to your Cycle Count, which was not included in your original ABC compile, and place that item in the

This additional count is considered a Manual entry, not an unscheduled entry.


44

You should always run the Physical Inventory Adjustment REPORT before running the adjustments

notified you that you will need to count a new item daily. Manually add that item to your Cycle Count, which was not included in your original ABC compile, and place that item in the

Key in: XX% Query run (Ctrl F11)

Click on the “Open” button

Click on the “Items” button Click on the + icon to add a new class,

Click on “Edit”, and Select ‘New record’ Class: XX-Class A Item: AS10001 Control Group: Check Box

Save 2. Now initiate the cycle counting (autoscheduler) for Day 2 of your cycle count.

Click on the top Menu under “Tools” Select “Perform Full Cycle Count” Name Gen. AutoSched Gen. CycleCountReg. Cycle Count Listing Click on the “Submit” button, then click no to submit another request


Click on the “Find” or use the single request option When the program name CYCLE COUNT LISTING has comp

Click on the “View Output” button to see what items need to be counted.

3. Enter several preapproved cycle count entries and then enter the remainder of counted for your cycle count, XX

Counting>Cycle Counting>Cycle Count

Cycle Count: XX-CYCLE

Click on the top Menu under “Tools” Select Enter Preapproved Counts Enter a count for one of your items that is unreasonable in a count quantity of 50,000.

Note: If you do not have data on the output of the report, please ask for assistance.

Preapproved counts are not subject to any cycle count tolerances estabentered on the cycle count entry form is automatically approved.

Click on the + icon to add a new class, OR

on “Edit”, and Select ‘New record’

Class A

Now initiate the cycle counting (autoscheduler) for Day 2 of your cycle count.

Click on the top Menu under “Tools” Cycle Count” -

Parameters Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Cycle Name: XX-CYCLE-COUNT Ensure that you check the ‘save’ box for this report ONLY.

Click on the “Submit” button, then click no to submit another request

Click on the “Find” or use the single request option When the program name CYCLE COUNT LISTING has completed normally

Click on the “View Output” button to see what items need to be counted.

Enter several preapproved cycle count entries and then enter the remainder of your items to be XX-CYCLE-COUNT.

Counting>Cycle Counting>Cycle Count

CYCLE-COUNT


Select Enter Preapproved Counts Enter a count for one of your items that is unreasonable - If your system quantity is 500, then enter


Preapproved counts are not subject to any cycle count tolerances established; whatever count qty is entered on the cycle count entry form is automatically approved.

45

for this report ONLY.

your items to be

If your system quantity is 500, then enter


lished; whatever count qty is

Save (Ctrl S) Close the Cycle Count Entries form. 4. Review the Approval action of the count you just entered.

Click on the “Approvals” button

5. Enter the remaining count quantities for your items.

Click on the “Counts” button (Note: if you change the region Enter you count quantities for your items.

For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ button and click the “All Present” buttonclick’ the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serinumber details for this request” Once you have entered a count for each item on the cycle count entries form

Save

Click “OK” button for Adjustments processed window 3. Approve, reject or recount your cycle count entries for your cycle count; XX


Click on “Find” button Query counts pending approval only? If you do not have any counts that have a status of recount, then skip the step 4 4. Recount any of your cycle count items that have a status of ‘recounted’



Enter quantities:

Save 5. Approve, reject or recount your cycle count entries for your cycle count; XX

Notice the Approval Action for this item is ‘Approved’ evthe cycle count tolerances established. This was a preapproved count

Close the Cycle Count Entries form.

Review the Approval action of the count you just entered.

Click on the “Approvals” button

Enter the remaining count quantities for your items.

(Note: if you change the region to “Adjustments” you can see the system generated quantity.)

Enter you count quantities for your items.

For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ button and click the “All Present” button if you do not want to perform an adjustment, otherwise, ‘un click’ the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serinumber details for this request”

Once you have entered a count for each item on the cycle count entries form

Click “OK” button for Adjustments processed window



CYCLE-COUNT


If you do not have any counts that have a status of recount, then skip the step 4 and step 5





Notice the Approval Action for this item is ‘Approved’ even though the count quantity the cycle count tolerances established. This was a preapproved count requested.

46

to “Adjustments” you can see the system generated quantity.)

For serial items that appear on your cycle count, after entering a count for that item, click the ‘Serial’ if you do not want to perform an adjustment, otherwise, ‘un

click’ the present checkbox (to enter an adjustment) If you do not click the “Serial” button prior to moving from the count field, a pop up not will appear informing you to “Please enter the serial

CYCLE-COUNT

and step 5

CYCLE-COUNT

en though the count quantity entered exceeded requested.



LAB 22 1. Define an item, which will have a general planning method of reorder point planning. Enter the

appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning method, lead times, order cost, carrying cost)

Items>Master Items Item: XX-reorder Desc: For testing reorder point planning

Click on the top Menu under “Tools” Click on “Copy From” Template: Purchase Item

Click on “Apply” and “Done”

Click on the alternative region: “General Planning” Inventory Planning Method = “Reorder Point Cost: Order=6 (fixed dollar amount to place the order regardless of quantity) Carrying=. 15 (the annual carrying cost to stock one unit of the item) Source Type: Supplier

Click on the alternative region “ Ensure that planning method is set to: “Not Planned” Forecast Control: None

Click on the alternative region “ Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime:

Save

Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. your category set to the new item in both organizations.

Save

Notice the counts just entered for recount have the approval option set to “None”. This is due to the fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts was set to 1. If you had entered items’ that were recounted and still not with tolerances would still be set to ‘Recount” (until maximum number for recounts is reached)


CYCLE-COUNT


Forecast and Forecast Sets

h will have a general planning method of reorder point planning. Enter the appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning method, lead times, order cost, carrying cost)

For testing reorder point planning


Click on the alternative region: “General Planning” Reorder Point” (pop list)

(fixed dollar amount to place the order regardless of quantity) (the annual carrying cost to stock one unit of the item)

“MPS/MRP” Ensure that planning method is set to: “Not Planned”

Click on the alternative region “Lead Times” 1 (number of days required to place a purchase order)

1 (number of days to procure the item) 1 (number of days to deliver a “Purchased Item” into inventory)

Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. the new item in both organizations.

Notice the counts just entered for recount have the approval option set to “None”. This is due to the fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts was set to 1. If you had entered 2 for the maximum number of recounts, then the action for ‘recounted items’ that were recounted and still not with tolerances would still be set to ‘Recount” (until maximum

47

h will have a general planning method of reorder point planning. Enter the appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning

(number of days required to place a purchase order)

(number of days to deliver a “Purchased Item” into inventory)

Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign

Notice the counts just entered for recount have the approval option set to “None”. This is due to the fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts

umber of recounts, then the action for ‘recounted items’ that were recounted and still not with tolerances would still be set to ‘Recount” (until maximum

2. Create a Forecast Rule to use when you generate your Forecast in step 5.

Setup>Rules>Forecast Name: XX Description: My forecasting rule Bucket Type: Weeks Include Sales Order shipments: Check Issues to WIP: Do NOT Check box Miscellaneous Issues: Check box Inter-org Transfers: Check box Forecast: Focus

Save 3. Manually load the safety stock quantity for item

Planning>Safety Stocks

Click on “New” button Default Item: XX-reorder Effective Date: Today’s Date Quantity: 100

Save 4. Create a forecast and forecast set, which will be used by the reorder point

the EOQ for your reorder point planned item.

Planning>Forecast>Sets Add a forecast set Forecast Set: XX-FC-SET Desc: XX's FCSET Bucket type: Weeks Level: Item Consume: Yes Outlier Update: 100% Backward Days: 3 Forward Days: 3

Save Forecast Description XX-FC XX’s Forecast Save

Click on the “Forecast Items” button

Item: XX-reorder (rest of information will default)

Just click ok - This warning message is letting the user know planned.

Note: You should receive a pop up note box:

Create a Forecast Rule to use when you generate your Forecast in step 5.

XX-MY Rule My forecasting rule Weeks

Check box Do NOT Check box Check box Check box Focus

3. Manually load the safety stock quantity for item XX-reorder

reorder Today’s Date

Create a forecast and forecast set, which will be used by the reorder point-planning lab to calculate r point planned item.

SET XX's FCSET

Description XX’s Forecast

Click on the “Forecast Items” button

(rest of information will default)

This warning message is letting the user know that the item is NOT MRP or MPS

ote: You should receive a pop up note box: Warning: This item is not planned

48

planning lab to calculate

that the item is NOT MRP or MPS

You can still plan for this item using Reorder Point Planning.

Click on “Detail” button Bucket Date End DateOriginal Weeks Today's date 3 mo. from today (accept default) (defaulted) What happened when you tried to put in today’s date? ____________________________________________________________ Why? _______________________________________________________

Save 5. Generate your forecast.

Planning>Forecasts>Generate Forecast Name: XX-FC Forecast Rule: XX-MY Rule Selection: Specific Inventory Item Item: XX-reorder Category Set: XX-SET Specific Category: (blank) Overwrite: All entries Start Date: Accept default Cutoff Date: Accept default

Click on “Submit request” button This forecast will be used for the Reorder Point lab. 4. What are the two types of forecasts Oracle Inventory can generate for you? _______________________

LAB 23 1. Run the Reorder Point Planning report to see if its time to replenish item

Planning>Reorder Point Planning PARAMETERS: Item selection: Items under reorder point Restock: No Forecast: XX-FC 1

st Sort: Category

Category Set: XX-SET Note: accept all other default parameters

Click on “OK” button

You can still plan for this item using Reorder Point Planning.

End Date No. of Buckets Current

3 mo. from today (accept default) 300

What happened when you tried to put in today’s date?

____________________________________________________________

Why? _______________________________________________________

Planning>Forecasts>Generate

MY Rule Specific Inventory Item

reorder

Accept default

default

Click on “Submit request” button

This forecast will be used for the Reorder Point lab.

What are the two types of forecasts Oracle Inventory can generate for you?

_______________________ _______________________

Reorder Point Planning

Run the Reorder Point Planning report to see if its time to replenish item XX-reorder

Planning>Reorder Point Planning

Items under reorder point

Note: accept all other default parameters

49

Current

reorder

Click on the “Submit Request” button Write down the concurrent request id ____________________ click “No”

Click on the “Help” Menu Click on “View my request”


When the program “Reorder Point planning” has completed with a status of Normal

Click on the “View Output” button to view your report

If there is no data on the report output, when assigning item XXdid you also add your category set and category code combination that was used as an input parameter for the ROP report?

Was the item attribute under General Pl Was the item attribute under MPS/MRP Planning for planning method set to “None” ? If there is no data on the report output, ask for assistance before proceeding to next step. 2. Now, perform a Miscellaneous Receipt transaction in organization M1 for item

quantity of 50, and then rerun the ROP report again. (Use the same input parameters running the report) If you need help performing a miscella

Did the reorder qty change? ________ Is the value correct? ________ WHY\WHY NOT? ____________________________________________________________________________________

LAB 24 1. Define an item, which will be min

report for either the whole organization or for specific subinventories;

Items>Master Items Item: XX-minmax Desc: For testing min/max planning report

Click on the top Menu under “Tools” Template: XX-sell

Click on “Apply” and “Done”

Click on the alternative region “General Planning” Inventory planning Method “Min Min-Max quantities: Minimum: 50 Maximum: 500

Click on the “Submit Request” button Write down the concurrent request id ____________________ click “No”




is no data on the report output, when assigning item XX-reorder to your child organization, also add your category set and category code combination that was used as an input

ROP report?

Was the item attribute under General Planning for planning method set to “Reorder Point Planning”?

Was the item attribute under MPS/MRP Planning for planning method set to “None” ?

If there is no data on the report output, ask for assistance before proceeding to next step.

Now, perform a Miscellaneous Receipt transaction in organization M1 for item XX-reorder50, and then rerun the ROP report again. (Use the same input parameters

If you need help performing a miscellaneous transaction, see labs 9 thru 14.

Did the reorder qty change? ________ Qty _______ Is the value correct? ________

____________________________________________________________________________________

Min-Max Planning

Define an item, which will be min-max, planned. Set appropriate values to allow running the min/max report for either the whole organization or for specific subinventories; XX-subinv and FGI.

For testing min/max planning report


Click on the alternative region “General Planning” Inventory planning Method “Min-Max” (pop list)

50


r child organization, also add your category set and category code combination that was used as an input

anning for planning method set to “Reorder Point Planning”?

Was the item attribute under MPS/MRP Planning for planning method set to “None” ?

If there is no data on the report output, ask for assistance before proceeding to next step.

reorder for a 50, and then rerun the ROP report again. (Use the same input parameters used when first

____________________________________________________________________________________

max, planned. Set appropriate values to allow running the min/max subinv and FGI.

Order Quantity Minimum: 50 Maximum: 250 Cost Order: 5 Carrying: 5 Source: Supplier Fixed Order Quantity: 50

Click on the alternative region “ Planning method: Not Planned Forecast Control: None Pegging: None

Click on the alternative region “ Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime:

Save 2. Assign to Seattle Manufacturing (M1).

When the organizations items form is returned, notice all item master level default to the child org when running the min/max for the entire organization

Then assign your category set to your item in Seattle Manufacturinmaster organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, item categories; OR use the organization itOR use the category sets form, Assign button. And assign your category set to both organization items. If you need help, please ask.

Save

If you HAVE NOT assigned your category set to item within the master items form, then navigate to the organization items window (Items>Organization Items) and perform step 3. If you have assigned you category set to item organization window within the window, continue on.

Click on the “Org Attributes” button (ensure your cursor is on the correcdo this)

3. Establish min-max parameters for running the report by

Click on the top Menu under “Tools” Click on “Item Subinventories” Subinventory Min-Max Planning

Click on the alternative region “MPS/MRP” Not Planned

Click on the alternative region “Lead Times” 1 (number of days required to place a purchase order)

1 (number of days to procure the item) 1 (number of days to deliver a “Purchased Item” into inventory)

Assign to Seattle Manufacturing (M1).

When the organizations items form is returned, notice all item attribute values entered at the default to the child org -these item attribute values at the organization levelthe min/max for the entire organization)

assign your category set to your item in Seattle Manufacturing. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, item categories; OR use the organization items form, then the top Menu under “Tools”, item categories,

use the category sets form, Assign button. And assign your category set to both organization items. If you need help, please ask.

assigned your category set to item XX-minmax from the organization window within the master items form, then navigate to the organization items window (Items>Organization Items) and perform step 3. If you have assigned you category set to item XX-minmax

e master items form, DO NOT close the Organization Assignment

Click on the “Org Attributes” button (ensure your cursor is on the correct organization (M1) prior to

max parameters for running the report by subinventory.


Planning Min Qty Max Qty

51

(number of days required to place a purchase order)

(number of days to deliver a “Purchased Item” into inventory)

es entered at the organization level are used

g. Either do this from the master organization, then from the top Menu under “Tools”, organization assignment, org attributes button, and when the organization items form appears, use the top Menu under “Tools”, item

ems form, then the top Menu under “Tools”, item categories, use the category sets form, Assign button. And assign your category set to both organization

from the organization window within the master items form, then navigate to the organization items window (Items>Organization

minmax from the close the Organization Assignment

t organization (M1) prior to

XX-subinv Yes

Click on the alternative region “Sourcing'' Type: Supplier (pop list)

Click on the alternative region “Lead Times'' Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime: Subinventory Min-Max Planning FGI Yes

Click on the alternative region “Sourcing'' Type: Supplier (pop list)

Click on the alternative region “Lead Times'' Preprocessing Leadtime: Processing Leadtime: Postprocessing Leadtime:

Save Note: these values entered at the subinventory level are used when runninspecific organization/subinventory Close all windows and return to the Navigator. 4. Run the Min-Max Planning report to see if it is time to replenish item

Planning>Min-Max Planning Planning Level: Subinventory Subinventory: XX Item Select: Items under minimum Category Set: XX Restock: No (Note: accept all other default values)

Click on the “OK” button

Click on the “Submit Request” button

Click on the “Help” Menu Click on “View my request”


When the program “Min\Max Planning” has completed with a status of Normal

Click on the “View Output” button to view your report Is there a suggested reorder quantity on the report output for your item? _________ How Much? Is the quantity correct? WHY\WHY NOT?

25 500

Click on the alternative region “Sourcing''

Click on the alternative region “Lead Times'' 1

1 1

Planning Min Qty Max Qty Yes 100 250

Click on the alternative region “Sourcing''

Click on the alternative region “Lead Times'' 1

1 1

these values entered at the subinventory level are used when running the min/max for the organization/subinventory specified)

Close all windows and return to the Navigator.

Max Planning report to see if it is time to replenish item XX-minmax in XX

Subinventory XX-subinv Items under minimum quantity XX-SET No

(Note: accept all other default values)

Click on the “Submit Request” button - click “No”

single request option

Max Planning” has completed with a status of Normal


Is there a suggested reorder quantity on the report output for your item? _________ ________ ________

52

g the min/max for the

minmax in XX-subinv

Is there a suggested reorder quantity on the report output for your item? _________

____________________________________________________________________________________ Now, perform a Miscellaneous Receipt transaction in organization M1 for itFGI a quantity of 75, and then rerun the minIf you need help performing the transaction, see labs 9 thru 14. (For the report, use the same input parameters used in step 4, except cha(subinventory FGI) Is there a suggested reorder quantity on the report output for your item? _________ How Much? Is the quantity correct? WHY\WHY NOT? ____________________________________________________________________________________ Run the min-max for the entire organization

Planning>Min-Max Planning Planning Level: Organization Item Select: Items under minimum quantity Category Set: XX Restock: No (Note: accept all other default values) Is there a suggested reorder quantity on the report output for your item? _________ How Much? Is the quantity correct?

WHY\WHY NOT? ____________________________________________________________________________________ 7. Now, perform a Miscellaneous Issue

subinventory FGI for a quantity of 30, and then rerun the minorganization.

(Use the same input parameters used in step 6 of this lab. Is there a suggested reorder quantity on the report output for your it How Much? Is the quantity correct? WHY\WHY NOT? ____________________________________________________________________________________ 8. Now, rerun the min-max report again for the requisitions or purchase orders. Planning Level: Organization Item Select: Items under minimum quantity

____________________________________________________________________________________

Now, perform a Miscellaneous Receipt transaction in organization M1 for item XX-minmax, a quantity of 75, and then rerun the min-max report again for specific subinventory.

If you need help performing the transaction, see labs 9 thru 14.

(For the report, use the same input parameters used in step 4, except change subinventory


____________________________________________________________________________________

entire organization to see if there are any items that need to be replenished.

Organization Items under minimum quantity XX-SET No



____________________________________________________________________________________

Now, perform a Miscellaneous Issue transaction in organization M1 for item XX-minmax, for a quantity of 30, and then rerun the min-max report again for the entire

(Use the same input parameters used in step 6 of this lab.


____________________________________________________________________________________

max report again for the entire organization, allowing the system to generate requisitions or purchase orders.

Organization Items under minimum quantity

53

____________________________________________________________________________________

minmax, subinventory

nge subinventory XX-subinv to


____________________________________________________________________________________

to see if there are any items that need to be replenished.


____________________________________________________________________________________

minmax, max report again for the entire

em? _________

____________________________________________________________________________________

entire organization, allowing the system to generate

Category Set: XX Restock: Yes (Note: accept all other default values)

At this point, please do not continue to the next step until all requisitions have been imported into the Purchasing module.

9. Now, rerun the min-max report again for the entire organization Planning Level: Organization Item Select: All Category Set: XX Restock: No Supply Cuttoff Date: 1 month from today (Note: accept all other default values) Is there a suggested reorder quantity on the report output for How Much? Is the quantity correct? WHY\WHY NOT? ____________________________________________________________________________________ Is the supply quantity correct? WHY\WHY NOT? ___________________________________________________________________________________

Lab 25 1. Create an ATP rule which you can run to check availability of item XX-item.

Setup>Rules>Available to Promise Name: XX Consumption: Backward = Yes Forward = Yes Accumulate avail. = Yes Infinite Supply = User Defined Time fence Days = 15 Accept all other defaults

Save 2. Perform an ATP inquiry for item

XX-SET Yes


At this point, please do not continue to the next step until all requisitions have been imported

max report again for the entire organization

Organization All min-max planned items XX-SET No 1 month from today



____________________________________________________________________________________

________

___________________________________________________________________________________

Available to Promise (ATP)

Create an ATP rule which you can run to check availability of item

Promise

XX-ATP-RULE

Yes Yes Yes

Infinite Supply = User Defined Time fence

Perform an ATP inquiry for item XX-item.

54

At this point, please do not continue to the next step until all requisitions have been imported

item? _________

____________________________________________________________________________________

___________________________________________________________________________________

On-hand, Availability>Available to Promise Change the Default ATP rule to: Accept all other defaults

Click on the “Item” button Item: XX ATP rule: XX Tab to required quantity: 10000 Tab to required date: Today's date

Click on the “View Results” button

Click on the “Open” button to view results presented in another format.

hand, Availability>Available to Promise

Change the Default ATP rule to: XX-ATP-RULE

XX-item XX-ATP-RULE 10000 Today's date

Click on the “View Results” button

Click on the “Open” button to view results presented in another format.

55

Navigation Function

Appendix A

Navigation Function (Hot) Keys Key

56

Filename: Inventory Basic Setup Lab.docx

Directory: C:\Documents and Settings\rcastro\Desktop\Labs Updated (Final Review)

Template: C:\Documents and Settings\rcastro\Application

Data\Microsoft\Templates\Normal.dotm

Title: Oracle Inventory Basic Setup Labs

Subject: E-Business Suite R12

Author: Rodrigo Castro - Daniel Newman

Keywords:

Comments:

Creation Date: 11/19/2008 1:02:00 PM

Change Number: 3

Last Saved On: 12/1/2008 3:06:00 PM

Last Saved By: rcastro

Total Editing Time: 1 Minute

Last Printed On: 12/1/2008 3:10:00 PM

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