item-creation-process-in-oracle-inevntory
DESCRIPTION
Item-Creation-Process-in-Oracle-InevntoryTRANSCRIPT
Fast-Track Item-Creation Process in Oracle Inventory using Workflow
Vikas Khurana, Infosys Technologies Limited Lalitha Valli Malkapuram, Infosys Technologies Limited
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Learning Objectives! Appreciate the requirement for Automating the Item-Creation
process
! Understand how Conventional Item-Creation process works
! Learn how to leverage Oracle API's/Interfaces and Fast-track the Conventional process through automation
! Appreciate the usage-context of Automated process
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Speaker’s Qualifications" Vikas Khurana
• Vikas is Technical Consultant in Enterprise Solutions (ES ) group of Infosys Technologies
• Vikas has 4+ years of experience in Oracle Apps arena and has worked extensively on Design/Development of various applications
" Lalitha Valli Malkapuram
• Lalitha is Project Manager in Enterprise solutions (ES) group of Infosys Technologies
• Lalitha has 4+ years of experience in Oracle Apps domain and an overall experience of 8 years in IT industry in various capacities
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
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Item Creation Automation – A Sample Requirement
" Context :
# Shared Services environment with Centralized Administrative control
" Functional Requirement :
# User places a System-based request for Item-Creation to Shared-services admin
# Admin should receive a Automatic notification of the newly logged request
# Admin should be able to Approve/Reject the request
# Admin should be able to complete the Item-Creation process from a central location
• Item-Creation in Inventory
• Costing in Cost manager / Inventory
• Pricelist Assignment in Advanced Pricing / Order Management
• Sourcing Rule Assignment in Purchasing
• Cross References Creation
# Upon completion, User should receive a Automatic notification for Item-Creation
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
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Item Creation – The Conventional way
" Step 1 : Item-Creation in Inventory
" Step 2 : Costing in Cost Manager / Inventory
" Step 3 : Pricelist Assignment in Advanced Pricing / Order Management
" Step 4 : Sourcing Rule Assignment in Purchasing
" Step 5 : Cross Reference Creation in Inventory
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Conventional Item Creation Process–The Details
Process Sub-Process Navigation Hyperlink
C1.1 – Item-Creation in Master Inventory Org
Inventory $ Items $ Master Items Master Item
C1.2 – Category Assignment -Master Category Sets
Inventory $ Items $ Master Items $ Tools $ Categories
Master Category Sets
C1.3 – Template Assignment -Master Inventory Org
Inventory $ Items $ Master Items $ Tools $ Copy
Template Assignment
C1.4 – Org Assignment Inventory $ Items $ Master Items $ Tools $ Org Assignment
Org Assignment
C1.5 – Template Assignment -Inventory Org
Inventory $ Items $ Master Items $ Tools $ Copy
Org Template Assignment
C1.6 – Category Assignment -Org Category Sets
Inventory $ Items $ Master Items $ Tools $ Categories
Org Category Sets
Step 1 : Item-Creation in Inventory
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Conventional Item Creation Process–The Details
Process Sub-Process Navigation HyperlinkStep 2 : Costing in Cost Manager / Inventory
C2.0 – Costing in Cost Manager / Inventory
Inventory $ Costs $ Item Costs Costing
Step 3 : Pricelist Assignment in Advanced Pricing / Order Management
C3.0 – Pricelist Assignment in Order Management
Order Management Super User $ Price Lists $ Price List Setup
Pricelist Assignment
Step 4 : Sourcing Rule Assignment in Purchasing
C4.0 – Sourcing Rule Assignment in Purchasing
Purchasing Super User $Supply Base $ Assign Sourcing Rules
Souring Rule Assignment
C5.1 – Cross reference Creation in Inventory
Inventory $ Items $ Cross References
Cross Reference
C5.2 – Mfg Part Number Creation in Inventory / Purchasing
Inventory $ Items $Manufacturers’ Part Numbers $By Items
Mfg Cross Reference
C5.3 – Customer Item Number Creation in Inventory / Order Management
Order Management Super User $ Items $ Customer Items
Customer Item Reference
Step 5 : Cross Reference Creation in Inventory
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C1.1 : Item Creation in Master Inventory Org
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C1.2 : Category Assignment – Master Category Sets
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C1.3 : Template Assignment – Master Inventory Org
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C1.4 : Org Assignment
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C1.5 : Template Assignment – Inventory Org
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C1.6 : Category Assignment – Org Category Sets
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C2.0 : Costing in Cost Manager / Inventory
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C3.0 : Pricelist Assignment in Order Management
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C4.0 : Souring Rule Assignment in Purchasing
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C5.1 : Cross Reference Creation in Inventory
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C5.2 : Mfg Part Number Creation in Inventory
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C5.3 : Customer Item Number Creation in Inventory
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Gap Analysis – As Against Sample Requirement
S No RequirementConventional
Way
1 User places a system-based request for Item-Creation to Shared-services admin No
2 Admin should receive a Automatic Notification of the newly logged request No
3 Admin should be able to Approve/Reject the request No
4 Admin should be able to complete the Item-Creation process from a Central location No
4.1 New Item Creation / Assignment of Item to Inventory Organizations Yes
4.2 Item Category Assignment Yes
4.3 Item Template Assignment Yes
4.4 Costing Yes
4.6 Souring Rule Assignment No
4.8 Manufacturing Part Number Creation Yes
4.9 Customer Item Number Creation No
4.5 Pricelist Assignment No
4.7 Cross Reference Creation No
5 User should receive a Automatic Notification for Item-Creation / Item-Rejection No
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
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Fast tracking Item-Creation – A Solution Framework
S No Requirement Solution Comments
1 User places a request for Item-Creation to Shared-services admin
Step 1 : Item-Creation RequestCustom Item-Creation Request Form – XXINVICR.fmb
2 Admin should receive a Automatic notification of the newly logged request
Step 2 : Item Request NotificationCustom Notification Workflow - XXINVICR.wftassociated with XXINVICR.fmb
3 Admin should be able to Approve/Reject the request
Step 3 : Item ApprovalCustom Item-Request Approval Form – XXINVIAP.fmb
4.1 Category Assignment Item Category Import - INV_ITEM_CAT_ASSIGN_OISpawned from XXINV_ITEM_CRTN_PKG.main()
4.3 Sourcing Rule Assignment Souring Rule Assignment API - MRP_SRC_ASSIGNMENT_PUBSpawned from XXINV_ITEM_CRTN_PKG.main()
4.2 Template Assignment Custom Item-Request Approval Form – XXINVIAP.fmb
4 Admin should be able to complete the Item creation process from a central location
Step 4 : Item-Creation ProcessCustom Item-Creation concurrent program –XXINV_ITEM_CRTN_PKG.main()Wrapper program associated with XXINVIAP.fmb
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Fast tracking Item-Creation – A Solution Framework
S No Requirement Solution Comments
4.4 Item Accounts Custom Item-Request Approval Form – XXINVIAP.fmb
4.5 Org Assignment Item Import – INCOINSpawned from XXINV_ITEM_CRTN_PKG.main()
4.6 Pricelist Assignment Pricelist API - QP_PRICE_LIST_PUBSpawned from XXINV_ITEM_CRTN_PKG.main()
4.7 Costing Costing Interface – CSTPCIMPSpawned from XXINV_ITEM_CRTN_PKG.main() to import Cost in Pending StateStandard Cost Update – CMCICUSpawned from XXINV_ITEM_CRTN_PKG.main() to import Cost in Frozen State
5 Admin / User should receive a Automatic notification on completion of Item-Creation / Item- Rejection
Step 5 : Item Request NotificationCustom Notification Workflow - XXINVICR.wftSpawned from XXINV_ITEM_CRTN_PKG.main
Workflow Create process - WF_ENGINE.CreateProcess ,Workflow Start process -WF_ENGINE.StartProcess are the processes used to launch workflow
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Fast tracking Item-Creation Process–The DetailsProcess Sub-Process Navigation Hyperlink
A1.1 – Item-Creation Request by User
Item Creation Request
A1.2 – Org Assignment Org Assignment
A1.3 – Pricelist Assignment Pricelist Assignment
Step 2 :Item Request Notification
A2.0 – Workflow Notification for Item-Creation request
Item Request Notification
A4.7 – Costing Costing
Step 3 :Item Approval
A3.0 – Item Approval Form Inventory $ Item Approval Item Approval
A4.1 – Category Assignment Item Approval
A4.2 – Template Assignment Item Approval
A4.3 – Sourcing Rule Assignment Item Approval
A4.4 – Item Accounts Item Accounts
A4.5 – Org Assignment Org Assignment
A4.6 – Pricelist Assignment Pricelist Assignment
Step 5 :Item-Creation / Item Rejection Notification
A5.0 – Workflow Notification for Item-Creation / Item-Rejection
Item Creation NotificationItem Rejection Notification
Inventory $ Item ApprovalStep 4 :Item-Creation Process
Inventory $ Item-Creation Request
Step 1 :Item-Creation Request
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
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A1.1 : Item Creation Request Form
Item Request Type
Item Type
Item Number
Item Categories
Inventory Organizations
Pricelists
Item Attributes
Request Notification
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A1.2 : Org Assignment
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A1.3 : Pricelist Assignment
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A2.0 : Item Creation Request Notification
Item Approval form
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A3.0 : Item Approval Form
Item Request Type
Item Attributes
Item Accounts
Inventory Organizations
Pricelists
Costing
Approve / Reject
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A4.4 : Item Accounts
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A4.5 : Org Assignment
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A4.6 : Pricelist Assignment
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A4.7 : Costing
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A5.0 : Item Creation Notification
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A5.0 : Item Rejection Notification
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Item Creation – Conventional vs. Automated way
S No RequirementConventional
WayAutomated
Way
1 User places a system-based request for Item-Creation to Shared-services admin No Yes
2 Admin should receive a Automatic Notification of the newly logged request No Yes
3 Admin should be able to Approve/Reject the request No Yes
4 Admin should be able to complete the Item-Creation process from a Central location No Yes
4.1 New Item-Creation / Assignment of Item to Inventory Organizations Yes Yes
4.2 Item Category Assignment Yes Yes
4.3 Item Template Assignment Yes Yes
4.3 Costing Yes Yes
4.4 Pricelist Assignment No Yes
4.5 Souring Rule Assignment No Yes
4.6 Cross Reference Creation No No
4.7 Manufacturing Part Number Creation Yes No
4.8 Customer Item Number Creation No No
5 User should receive a Automatic Notification for Item-Creation / Item-Rejection No Yes
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
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Automated Item Creation – Advantages & Limitations
S No Type Advantages Limitations1 Process Optimization
Consolidates and streamlines the navigations
Cannot be used for mass-upload of items
Enhances the std. functionality by providing workflow notifications at various stages
2 Costing / Pricelist / Item-attributes control
Optimizes the process of associating multiple pricelists
Centralized control for Costing, that would import material, material-overhead costs
Cannot be used where resource/resource overhead costs are involved
Facilitates Centralized control over item-attributes
Cannot be used for updating Item-attributes
Q & A
Thank You!