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JD Edwards EnterpriseOne Inventory Management

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Page 1: JD Edwards EnterpriseOne Inventory Management

JD Edwards EnterpriseOneInventory Management

Page 2: JD Edwards EnterpriseOne Inventory Management

Business Challenges How Do I?

2 Copyright © 2021, Oracle and/or its affiliates

• Build an inventory system to anchor my complex supply chain processes?

• Functional hierarchy of classifications

• Manage units of measure and conversions

• Manage manufacturing information

• Streamline high volume everyday transactions with speed and accuracy?

• Issues

• Adjustments

• Transfers

• Physical inventories

Page 3: JD Edwards EnterpriseOne Inventory Management

Inventory Management at a Glance

Page 4: JD Edwards EnterpriseOne Inventory Management

Inventory Management at a GlanceProduct Features

4 Copyright © 2021, Oracle and/or its affiliates

• Item/Part Definition & maintenance• Item/Part classification control

• ABC analysis

• Reorder point inventory control• Use/history calculations and recommended stock levels

• Available to promise (Available on-hand and allocation controls)

• Bin tracking/warehouse controls

• Attachments

• Consignment/pay on consumption

• Cycle/Physical counting procedures

• UCC 128 Compliance

• EDI Electronic Commerce

• One View Reporting

Page 5: JD Edwards EnterpriseOne Inventory Management

EnterpriseOne Integrated Functionality

5 Copyright © 2021, Oracle and/or its affiliates

• Eliminate Integration

• Reduce Cost and Complexity

• Reduce Risk and Upgrade Issues

• Eliminate Problems with Reconciliation

• Simplify SupportInventory

Management

Warehouse

Management

General Ledger

Manufacturing/

Planning and

Execution

ProcurementAccounts

Payable

Accounts

Receivable

Sales Order

ManagementAdvanced

Pricing

Address Book

Supply

Demand

Mobile

Applications

One View

Reporting

Apparel/Attribute

Management

Page 6: JD Edwards EnterpriseOne Inventory Management

Inventory Management Benefits

Page 7: JD Edwards EnterpriseOne Inventory Management

Benefits

7 Copyright © 2021, Oracle and/or its affiliates

• Fully integrated inventory for end-to-end visibility

• Manufacturing/PDM/SFC/Requirements Planning

• Distribution/Warehouse Management

• Transportation Management

• Financials

• Easily support unique requirements by location and customer

• Multiple UOM conversions/dual UOM

• Multiple attributes

• Advanced lot control/grade and potency

• Quickly adapt inventory management to business needs

• Cycle counting

• Supports EDI electronic commerce

• Cross docking

Page 8: JD Edwards EnterpriseOne Inventory Management

Inventory Management Features

Page 9: JD Edwards EnterpriseOne Inventory Management

Global Item/Part DefinitionItem Master Definition

9 Copyright © 2021, Oracle and/or its affiliates

Item MasterDefinition

Global Item Master

Standard Definition for Data Capture

DescriptionPrice, Cost, etc.

Branch/Plant Master

Facility Specific Data

Cost,Price,Finished Good/Component etc.

Branch/Plant Master

Facility Specific Data

Cost,Price,Finished Good/Component etc.

Branch/Plant Master

Facility Specific Data

Cost,Price,Finished Good/Component etc.

Serial/Lot/Location Information Serial/Lot/Location Information Serial/Lot/Location Information

Serial/Lot/Location Information Serial/Lot/Location Information Serial/Lot/Location Information

Provides virtually unlimited stocking locations/classifications

One single view of global availability across all facilities

Easy consolidation of all item activities across facilities

ANALYSIS

AVAILABILITY

Page 10: JD Edwards EnterpriseOne Inventory Management

Item/Part Definition and Maintenance

10 Copyright © 2021, Oracle and/or its affiliates

All information about an item can be accessed from this form using

the “row” or “form” exit button. Note that security can be applied to

this function, in which case inaccessible items can either be

“grayed” out or removed from the menu completely.

Page 11: JD Edwards EnterpriseOne Inventory Management

Basic Item Master Data

11 Copyright © 2021, Oracle and/or its affiliates

Basic Item Data

•Define how an item is

stocked, classified,

costed and controlled

Page 12: JD Edwards EnterpriseOne Inventory Management

Basic Item Master Data

12 Copyright © 2021, Oracle and/or its affiliates

Additional Information

•Item classification,

groupings, and

rankings

Page 13: JD Edwards EnterpriseOne Inventory Management

Basic Item Master Data

13 Copyright © 2021, Oracle and/or its affiliates

Weights and Measures

Multiple units of measure

enable an item to be

manufactured, purchased,

sold, priced and shipped in

any unit of measure.

Unit of Measure Conversion table will

convert any unit or measure to any

other unit of measure for both

standards and user-defined units of

measure.

Page 14: JD Edwards EnterpriseOne Inventory Management

Basic Item Master Data

14 Copyright © 2021, Oracle and/or its affiliates

Lot Processing Definition

•Supports standard lot

processing and CPG

•Shelf Life days

•Best before/Sell by

•User defined days

Page 15: JD Edwards EnterpriseOne Inventory Management

Item Master Data

15 Copyright © 2021, Oracle and/or its affiliates

NOTE: Image

can be

automatically

attached to

Orders or

Documents

Page 16: JD Edwards EnterpriseOne Inventory Management

Item/Part Definition and Maintenance

16 Copyright © 2021, Oracle and/or its affiliates

Each item can be classified using 25 or more

Category Codes that can have almost unlimited

values drawn from a user-defined table

Page 17: JD Edwards EnterpriseOne Inventory Management

Item/Part Definition and Maintenance Item Branch Record

17 Copyright © 2021, Oracle and/or its affiliates

Plant Manufacturing

information

•Leadtime Information

•How item is planned

•How item is issued to

work orders

•Tabs for service and

warranty information

Page 18: JD Edwards EnterpriseOne Inventory Management

Item/Part Definition and Maintenance Item Branch Record

18 Copyright © 2021, Oracle and/or its affiliates

Reorder point

inventory control for

items not planned by

MRP

•Define values for

minimum, maximum

and multiples

•Enter reorder point or

have system calculate

using APICS formulas.

Page 19: JD Edwards EnterpriseOne Inventory Management

Multi-Attribute Item – Structure Definition

19 Copyright © 2021, Oracle and/or its affiliates

Apparel/Attribute Management

supports up to 10 levels of a

multi-attribute item.

Page 20: JD Edwards EnterpriseOne Inventory Management

Item Availability Summary All Branches

20 Copyright © 2021, Oracle and/or its affiliates

* All Branches

Item Availability

Summary

•Allows a user to review

availability information on

any inventory item.

Page 21: JD Edwards EnterpriseOne Inventory Management

Item Availability Summary by Branch

21 Copyright © 2021, Oracle and/or its affiliates

Single Branch

Item Availability

Summary

•Allows a user to review

availability information on

any inventory item.

Page 22: JD Edwards EnterpriseOne Inventory Management

Item Availability

22 Copyright © 2021, Oracle and/or its affiliates

Item Availability Detailed

•Display item inventory information based on

the availability definitions in the Branch/Plant

Constants.

•View detailed quantity information about an

item in a specific location.

•Verify the quantity committed compared to

the quantity in that location.

Page 23: JD Edwards EnterpriseOne Inventory Management

Item Ledger

23 Copyright © 2021, Oracle and/or its affiliates

Item Ledger

•The Item Ledger Inquiry is designed

to provide a detailed history of all

transactions which have occurred for

an individual item.

Page 24: JD Edwards EnterpriseOne Inventory Management

Supply/Demand Inquiry

24 Copyright © 2021, Oracle and/or its affiliates

On-Line Supply &

Demand Inquiry

•Showing Time-Phased

Supply vs. Demand and

Availability

Page 25: JD Edwards EnterpriseOne Inventory Management

Part Availability by Multi-Level BOM

25 Copyright © 2021, Oracle and/or its affiliates

Part Availability by Bill

of Material

•RED indicates negative

quantity available.

Page 26: JD Edwards EnterpriseOne Inventory Management

Multi-Attribute Item Availability Illustration

26 Copyright © 2021, Oracle and/or its affiliates

Apparel/Attribute Management

provides matrix entry and viewing

of multi-attribute items along with

illustrating quantity available at

each SKU level for inventory

issues, adjustments & transfers.

Page 27: JD Edwards EnterpriseOne Inventory Management

Inventory Count Alternatives

27 Copyright © 2021, Oracle and/or its affiliates

Item Based

Done Perpetually

Facility stays open

Modern Method

Cycle

Count

Location Based

Done Periodically

Facility closes

Physical

Count

Page 28: JD Edwards EnterpriseOne Inventory Management

Cycle Count Steps

28 Copyright © 2021, Oracle and/or its affiliates

Select items to

be counted

Print/Distribute Count sheets or display counts

onR/F devices.

Enter counts

Review variances

Recountbased onvariances

Approve count entries

Run Cycle Count Update

Start

Page 29: JD Edwards EnterpriseOne Inventory Management

Count Select Processing

29 Copyright © 2021, Oracle and/or its affiliates

• Select Items by next count date which is automatically updated based on item classifications.

• Updated through manual selection screen

• Updated when discrepancy conditions encountered (eg. Bill Release)

• Updated at count update based on inventory categorization

• ABC Class

• Cycle Count Category

• Select items where availability is negative.

• Select items that have no orders committed.

• Select Items at your own discretion.

• Select Items by location or range of locations.

• Select Items on a combination of these criteria.

Page 30: JD Edwards EnterpriseOne Inventory Management

Cycle Counts

30 Copyright © 2021, Oracle and/or its affiliates

Cycle Count Selection Workbench to help manage daily counts and ensure count balance.

Page 31: JD Edwards EnterpriseOne Inventory Management

TransactionsBasic Inventory Issue

31 Copyright © 2021, Oracle and/or its affiliates

Inventory Issue:

Perform a variety of tasks that relate to issuing inventory items - for example:

• Record the use of inventory items by an operating department.

•Remove obsolete or damaged goods from inventory.

• Issue inventory to a project, work order, or job.

Page 32: JD Edwards EnterpriseOne Inventory Management

TransactionsWork Order Inventory Issue

32 Copyright © 2021, Oracle and/or its affiliates

Work Order Inventory Issues

•This program is designed for issuing

inventory for a specific work order.

•The detail information comes from the

Work Order Parts List.

Page 33: JD Edwards EnterpriseOne Inventory Management

TransactionsInventory Adjustments

33 Copyright © 2021, Oracle and/or its affiliates

Inventory Adjustments

• Examples:

•Adjust in to stock initial the inventory

amount.

•Off cycle inventory corrections.

Page 34: JD Edwards EnterpriseOne Inventory Management

TransactionsTransfer or Reclassification

34 Copyright © 2021, Oracle and/or its affiliates

Transfer or Reclassification

•Transfer or reclassify

inventory ‘from’ and ‘to’ a

branch, lot/location, etc.

Page 35: JD Edwards EnterpriseOne Inventory Management

Inventory Management One View Reporting

Page 36: JD Edwards EnterpriseOne Inventory Management

BenefitsOne View Reporting Inventory Management

36 Copyright © 2021, Oracle and/or its affiliates

Enhance Real-Time Decision Making

• Use interactive reports with lists, charts, and graphs to drill down to the level of detail

required to make informed businessdecisions

• View real-time inventory activity to maximize your inventory quantity levels

• Analyze your inventory costs throughout your supply chain

Improve Supply Chain Inventory Levels

• Gain historical insight of inventory items and trending analysis over a pre-defined period

of time

• Broad visibility of the average cost of items across branch/plants, over a fiscal period, by

location and lot

• Perform analysis and comparisons of the average cost of items acrosscompanies

Decrease Cost of Reporting

• Enable end users to design, create, run, and sharereports

• Codes vs. descriptions, group by customer, sum by category code, tablevs.

chart….View your data the way you want to view it!

• Free up IT resources for projects

Page 37: JD Edwards EnterpriseOne Inventory Management

Solution – One View Reporting Inventory

37 Copyright © 2021, Oracle and/or its affiliates

An Inquiry

Application to get

you the data you

need in a format

that is easily

understood by

your users

BI Publisher to

create, update and

render reports with

different types of

components – pie

charts, gauges, bar

graphs, and many

others

Page 38: JD Edwards EnterpriseOne Inventory Management

One View Reporting for Inventory ManagementFunctional Scope

38 Copyright © 2021, Oracle and/or its affiliates

4 Applications, 16 Reports, 196 Report Components

• One View Average Cost Analysis fromItem

Ledger Inquiry (P41270)

• Average Cost Analysis by Branch Plant

• Average Cost Analysis by Lot/Serial

Number

• Average Cost Analysis by Month/GL

Date

• Average CostAnalysis

• One View Inventory Valuation Analysis Inquiry

(P41271)

• Inventory Valuation by Item

• Inventory Valuation by Branch Plant

• Inventory Valuation by Location

• Inventory ValuationAnalysis

• One View Inventory Cost Analysis By ItemAs

Of Inquiry (P41272)

• Average As Of Cost by Item andBranch

Plant

• Average As Of Cost by Location andLot

• Average As Of Cost by Item andFiscal

Year

• Average As Of CostAnalysis

• One View Item Usage Trace Inquiry (P41273)

• Item Usage Trace by ItemBranch

• Item Usage Trace by Item andDate

• Item Usage Trace by Week

• Item Usage TraceAnalysis

Page 39: JD Edwards EnterpriseOne Inventory Management

Inventory Management Summary

Page 40: JD Edwards EnterpriseOne Inventory Management

Inventory Management Summary

40 Copyright © 2021, Oracle and/or its affiliates

• Oracle’s JD Edwards EnterpriseOne Inventory Management allows for

pinpoint accuracy of product quantities and locations and instant access

to item availability information—both within the facility and throughout

the enterprise.

• Inventory Management offers complete tracking of inventory from the

time you receive items from the vendor to the instant you ship the

goods to your customer.

Page 41: JD Edwards EnterpriseOne Inventory Management