Oracle EBS R12 - 1 Inventory - TRAIN

Oracle EBS R12.
1 Inventory
Created on 12/10/2013 07:15:00 PM
Training Guide
Oracle EBS R12.1 Inventory
Table of Contents
Oracle EBS R12.1 Inventory.............................................................................................1
Settin !" Oracle Inventory....................................................................................................1
Defining Subinventories..........................................................................................................................1
Defining Stock Locators..........................................................................................................................8
Defining Organization Access...............................................................................................................14
Defining Shortage Paraeters...............................................................................................................1!
Defining "nterorganization Shi##ing $et%orks.....................................................................................&1
Defining Shi##ing 'etho(s...................................................................................................................&)
#e$inin Ite% Set&" and Control...........................................................................................31
Defining Picking *ules..........................................................................................................................+1
Defining "te Te#lates.......................................................................................................................4&
Defining "te Status Co(es...................................................................................................................4)
Defining "te Catalog ,rou#s...............................................................................................................-&
Defining Custoer "tes.......................................................................................................................-.
Defining Custoer "te Cross *eferences............................................................................................-)
Defining Cross *eference T/#es............................................................................................................+
Defining Coo(it/ Co(es...................................................................................................................-
Defining Categor/ Sets...........................................................................................................................!
Defining Categories...............................................................................................................................!0
Defining an( 1ie%ing Pen(ing Statuses................................................................................................!&
Co#/ing "te Te#lates........................................................................................................................!!
Assigning "tes to Categories...............................................................................................................8&
Assigning Cross *eference T/#es.........................................................................................................8.
Defining *ecoen(e( Categories......................................................................................................)1
#e$inin and Maintainin Ite% In$or%ation........................................................................'(
Defining "tes........................................................................................................................................)-
Assigning "tes to Organizations..........................................................................................................))
2#(ating Organization Level "tes.....................................................................................................104
1ie%ing "te "nforation...................................................................................................................110
Defining 'anufacturer Part $ubers..................................................................................................11+
Defining "te Transaction Defaults.....................................................................................................11!
Defining "te *elationshi#s................................................................................................................1&1
Assigning Subinventories to an "te...................................................................................................1&8
Assigning "tes to Catalogs................................................................................................................1++
Defining "te *evisions......................................................................................................................1+)
Assigning "tes to a Subinventor/......................................................................................................14+
#e$inin )ot Control.............................................................................................................1(*
Setting 2# Lot Control.........................................................................................................................14!
Creating a $e% Lot..............................................................................................................................1--
1ie%ing Lot "nforation.....................................................................................................................1-)
Disabling a Lot.....................................................................................................................................1.&
Assigning Lot $ubers 3ithin Transactions......................................................................................1..
Defining Lot Action Co(es..................................................................................................................1!1
1ie%ing Lot ,enealog/.......................................................................................................................1!+
#e$inin Serial Control.........................................................................................................17+
Setting 2# Serial $uber Control.......................................................................................................1!)
,enerating Serial $ubers..................................................................................................................18-
Assigning Serial $ubers...................................................................................................................18)
1ie%ing Serial $uber "nforation...................................................................................................1)4
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1ie%ing Serial $uber ,enealog/.....................................................................................................1)8
#e$inin Material Stat&, Control........................................................................................203
Setting 2# 'aterial Status Control......................................................................................................&04
#e$inin -ran,action Set&"..................................................................................................20*
Defining Account Aliases....................................................................................................................&0!
Defining Transaction T/#es.................................................................................................................&0)
Defining Transaction *easons.............................................................................................................&1&
Defining Consu#tion Transaction *ules...........................................................................................&14
Per$or%in -ran,action,......................................................................................................21*
1ie%ing Potential Shortages................................................................................................................&1!
1ie%ing Pen(ing Transactions............................................................................................................&&&
1ie%ing 'aterial Transactions............................................................................................................&&.
Transferring Directl/ 4et%een Organizations.....................................................................................&+1
Transferring Consigne( an( 1'" 'aterial.........................................................................................&+.
Transferring 4et%een Subinventories..................................................................................................&41
Transferring 4et%een Organizations 2sing "ntransit Processes..........................................................&44
Perforing Planning Transfer Transactions........................................................................................&4)
Perforing 'iscellaneous Transactions..............................................................................................&-&
1ie%ing Transaction Suaries.........................................................................................................&-.
Manain On .and /&antitie, and Ite% 0vaila1ility.......................................................2*2
1ie%ing "te 5uantities in *eceiving.................................................................................................&.&
1ie%ing "te Su##l/ an( Dean( "nforation..................................................................................&..
1ie%ing "te Availabilit/...................................................................................................................&.)
1ie%ing Attribute "nforation............................................................................................................&!+
2#(ating a ,ra(e.................................................................................................................................&!)
Perforing a Status 2#(ate.................................................................................................................&8-
Perforing a 'ass 'ove.....................................................................................................................&)0
Perforing a 'ass "ssue......................................................................................................................&).
Creating *eservations..........................................................................................................................+01
1ie%ing 'aterial Status "nforation..................................................................................................+0.
!,in Move Order,............................................................................................................... 311
Defining Pick Sli# ,rou#ing *ules.....................................................................................................+11
,enerating 'ove Or(er *e6uisitions..................................................................................................+1+
Allocating an( Transacting 'ove Or(ers............................................................................................+1)
#e$inin Plannin and Re"leni,2%ent................................................................................32*
7ntering an( *eloa(ing "te Safet/ Stocks........................................................................................+&.
7ntering an( Processing *e#lenishent Counts.................................................................................++0
Purging *e#lenishent Counts............................................................................................................++.
Defining 8anban Pull Se6uences.........................................................................................................+40
Defining 8anban Car(s........................................................................................................................+4-
,enerating 8anban Car(s....................................................................................................................+4)
*e#lenishing 8anban Car(s.................................................................................................................+-+
Printing 8anban Car(s.........................................................................................................................+-.
Suarizing Dean( Details.............................................................................................................+.0
!,in Co,t 0cco&ntin and Control....................................................................................3*3
'aintaining Accounting Perio(s.........................................................................................................+.+
Per$or%in an 0BC 0naly,i,...............................................................................................3**
Defining A4C Classes.........................................................................................................................+.!
Defining A4C Assignent ,rou#s.....................................................................................................+.)
Defining A4C "te Assignents........................................................................................................+!+
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2#(ating A4C "te Assignents........................................................................................................+!!
Defining an( *unning an A4C Co#ile.............................................................................................+80
Purging A4C "nforation....................................................................................................................+8+
Per$or%in Cycle 0cco&ntin..............................................................................................3+*
Defining C/cle Count "tes................................................................................................................+8!
Defining C/cle Count Classes.............................................................................................................+)1
Defining an( 'aintaining a C/cle Count............................................................................................+).
7ntering C/cle Counts.........................................................................................................................40&
,enerating Count *e6uests..................................................................................................................40.
,enerating Autoatic Sche(ules.........................................................................................................40)
7ntering 'anual Sche(ule *e6uests....................................................................................................41+
A##roving C/cle Count A(9ustents..................................................................................................41.
Subitting the C/cle Count List *e#ort..............................................................................................4&0
Purging C/cle Count "nforation........................................................................................................4&4
Per$or%in a P2y,ical Inventory.........................................................................................(2+
Defining a Ph/sical "nventor/..............................................................................................................4&)
,enerating Ph/sical "nventor/ Tag $ubers......................................................................................4+&
7ntering Ph/sical "nventor/ Counts....................................................................................................4+.
A##roving Ph/sical "nventor/ A(9ustents........................................................................................4+)
Processing Ph/sical "nventor/ A(9ustents........................................................................................444
Taking a Sna#shot of "nventor/ 5uantities..........................................................................................448
Purging Ph/sical "nventor/ "nforation..............................................................................................4-&
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Oracle "nventor/ is a global re#ositor/ for #art nuber (ata an( on han( balances. Oracle
"nventor/ is eber of the Su##l/ Chain #ro(uct fail/ %hich strealines o#erations %ithin
#rocure to #a/: or(er to cash: logistics an( reverse logistics ;inclu(ing returns: re#airs an(
aintenance< #rocesses. Oracle "nventor/ #rovi(es a single re#ositor/ of inventor/ (ata for all
business #ur#oses inclu(ing anufacturing: (istribution: service: re#air an( s#ares: consigne(
inventor/ ;both fro su##liers an( to custoers<: ven(or anage( inventor/: in transit inventor/
an( ore. This eliinates the nee( to aintain inventor/ inforation across (is#arate s/stes.
Oracle "nventor/ uses the recei#t to issue #rocess to anage /our inventor/. 3hen inventor/
arrives in /our %arehouse /ou receive it. After /ou receive inventor/: /ou can transfer it %ithin
/our organization or to another organization. =inall/: /ou can issue aterial out of Oracle
"nventor/.
2#on co#letion of this o(ule: /ou %ill be able to>
Set u# Oracle "nventor/.
Define ite setu# an( control.
Define an( aintain ite inforation.
Define lot control.
Define serial control.
Define aterial status control.
Define transaction setu#.
Perfor transactions.
'anage on?han( 6uantities an( ite availabilit/.
2se ove or(ers.
Define #lanning an( re#lenishent.
2se cost accounting an( control.
Perfor an A4C anal/sis.
Perfor c/cle accounting.
Perfor a #h/sical inventor/.
Setting Up Oracle Inventory
Setting 2# Oracle "nventor/ enables /ou to configure #arts of Oracle "nventor/ that /ou use in
(a/?to?(a/ o#erations.
2#on co#letion of this lesson: /ou %ill be able to>
Define subinventories.
Define stock locators.
Define organization access.
Define shortage #araeters.
Define interorganization shi##ing net%orks.
Define shi##ing etho(s.
Defining Subinventories
Subinventories are uni6ue #h/sical or logical se#arations of aterial inventor/ such as ra%
inventor/: finishe( goo(s or (efective aterial. All aterial %ithin an organization ust resi(e in
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a subinventor/. Conse6uentl/: /ou ust (efine one subinventor/ for each of /our organizations.
3hen /ou #erfor transactions: /ou transact aterial in an( out of subinventories. @ou can
reserve aterial in the subinventor/: an( the subinventor/ is un(er locator control.
"n this to#ic: /ou %ill create a subinventor/ to hol( finishe( goo(s for /our organization.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the S&1inventorie, S&%%ary #age.
Click the vertical scrollbar.
&. Click the Inventory link.
+. Click the vertical scrollbar.
4. Click the Set&": Orani3ation,: S&1inventorie, link.
-. 2se the Orani3ation, #age to select the a##ro#riate organization.
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Ste" 0ction
.. Click the M1 4 Seattle Man&$act&rin list ite.
!. Click the O5 button.
or Press 60lt7O8.
8. 2se the S&1inventorie, S&%%ary #age to vie% eAisting subinventories an( to
create ne% subinventories.
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Ste" 0ction
). Click the 9e: button.
or Press 60lt798.
10. 2se the S&1inventorie, #age to create a ne% subinventor/.
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Ste" 0ction
11. Click in the 9a%e fiel(.
1&. 7nter the (esire( inforation into the 9a%e fiel(. 7nter B;inoodB.
1+. Click in the #e,cri"tion fiel(.
14. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B;ini,2ed <ood,
S&1inventoryB.
1-. @ou can select a )ocator Control o#tion onl/ if /ou selecte( the Deterine( at
Subinventor/ Level o#tion on the Orani3ation Para%eter, #age. @ou can u#(ate
this o#tion onl/ if there is no on?han( 6uantit/ for the subinventor/.
1.. Click the )ocator Control list.
1!. "f /ou select the Pre,"eci$ied value for the subinventor/: /ou ust enter a vali(
locator for each ite that resi(es in this subinventor/.
Ste" 0ction
18. Click the Pre,"eci$ied list ite.
1). "f /ou select the Ena1le )ocator 0lia, check boA: /ou ust create locator aliases
for all locators %ithin this subinventor/.
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Ste" 0ction
&0. Click the Ena1le )ocator 0lia, o#tion.
&1. @ou select the re#lenishent source for the subinventor/ fro the -y"e list. 3hen
/ou click the S&1inventory= the subinventor/ is re#lenishe( internall/ fro another
subinventor/ %ithin the sae organization.
&&. Click the -y"e list.
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Ste" 0ction
&+. Click the S&1inventory list ite.
&4. The Pic>in !OM fiel( is use( b/ the Oracle 3arehouse 'anageent *ules
engine to (ivi(e #icks across subinventories in the %arehouse.
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Ste" 0ction
&-. Click in the Pic>in !OM fiel(.
&.. 7nter the (esire( inforation into the Pic>in !OM fiel(. 7nter BBO?B.
&!. The Pre4Proce,,in= Proce,,in an( Po,t4Proce,,in lea( ties are use( b/ in?
aA #lanning %hen /ou #erfor in?aA #lanning at the subinventor/ level.
&8. Click in the Pre4Proce,,in fiel(.
&). 7nter the (esire( inforation into the Pre4Proce,,in fiel(. 7nter B1B.
+0. Click in the Proce,,in fiel(.
+1. 7nter the (esire( inforation into the Proce,,in fiel(. 7nter B2B.
+&. Click in the Po,t4Proce,,in fiel(.
++. 7nter the (esire( inforation into the Po,t4Proce,,in fiel(. 7nter B1B.
+4. Click the Save button.
+-. @ou have successfull/ (efine( a subinventor/.
End o$ Proced&re.
Defining Stock Locators
2se stock locators to i(entif/ #h/sical areas %here /ou store inventor/ ites. Locators a/
re#resent ro%s: aisles: or bins in %arehouses. @ou can track ite 6uantities b/ locator an(
transact ites into an( out of locators. @ou can restrict the life of locators as %ell as (efine
locator (iensions.
There are an/ (ifferent t/#es of locators. Locators are segregate( b/ their (ifferent uses.
Locators are use( as #acking stations: (ock (oors: receiving locations: storage locators:
consoli(ation locators: staging lanes: an( ins#ection stations.

"n this to#ic: /ou %ill create a stock locator for a finishe( goo(s subinventor/.
Proced&re
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Ste" 0ction
1. 4egin b/ navigating to the Stoc> )ocator, #age.
4. Click the Set&": Stoc> )ocator, link.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind )ocator, #age to fin( eAisting or create ne% stock locators.
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Ste" 0ction
or Press 60lt798.
10. 2se the Stoc> )ocator, #age to (efine ne% locators. 7nter the ro%: rack: an( bin
inforation for the locator: aterial status: an( subinventor/ %ith %hich the locator
is associate(.
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Ste" 0ction
11. Click in the )ocator fiel(.
1&. @ou cannot use the sae locator naes %ithin an/ t%o subinventories %ithin the
sae organization.
1+. 7nter the (esire( inforation into the )ocator fiel(. 7nter BS.1.1B.
14. Click the -y"e list.
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Ste" 0ction
1-. Locator t/#es (ifferentiate ho% locators are use( %ithin /our organization.
Click the Storae )ocator list ite.
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Ste" 0ction
1.. The Stat&, is the aterial status for this locator. 'aterial status controls the enable(
transactions for all aterial that resi(es insi(e the locator.
Click in the Stat&, fiel(.
1!. 7nter the (esire( inforation into the Stat&, fiel(. 7nter B0ctiveB.
18. The value selecte( here is the subinventor/ in %hich the locator resi(es.
Click in the S&1inventory fiel(.
1). 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
&0. Click the Save button.
&1. @ou have successfull/ (efine( a stock locator.
End o$ Proced&re.
Defining Organiation !ccess
@ou can s#ecif/ %hich organizations a res#onsibilit/ can access b/ a##ing res#onsibilities to
organizations. Once /ou set u# this a##ing: a user logging in to an Oracle
'anufacturing #ro(uct is restricte( to the organizations a##e( to the selecte( res#onsibilit/.
The C2ane Orani3ation Re,"on,i1ility #age is also restricte(.
"n this to#ic: /ou %ill restrict an organization to the Oracle "nventor/ res#onsibilit/.
Proced&re
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Ste" 0ction
1. 4egin b/ navigating to the Orani3ation 0cce,, #age.
4. Click the Set&": Orani3ation 0cce,, link.
-. 2se the Orani3ation 0cce,, #age to assign an organization to a res#onsibilit/.
2ntil /ou assign organization access to a res#onsibilit/: all res#onsibilities have
access to all organizations. Once /ou restrict an/ res#onsibilit/ to an organization:
/ou ust then eA#licitl/ (efine the organizations to %hich all res#onsibilities can
access.
Organization access (oes not restrict access to functions that cross ulti#le
organizations such as ATP: interorganization transfers: an( ite search. 2sers can
still s#ecif/ an/ vali( organization %hen running these functions. S/ste
a(inistrators (eterine %hich res#onsibilities users can access %hen the/ establish
s/ste securit/. "f there are no restrictions entere( for an organization: then the
organization can be accesse( b/ all res#onsibilities.
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Ste" 0ction
.. Click the 9e: button.
!. This is the organization to %hich /ou %ant to restrict access.
Click in the Or fiel(.
8. 7nter the (esire( inforation into the Or fiel(. 7nter B@(B.
). This is the a##lication assigne( to the res#onsibilit/ %hen it %as (efine(.
Click in the 0""lication fiel(.
10. 7nter the (esire( inforation into the 0""lication fiel(. 7nter BInventoryB.
11. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BOracle InventoryB.
1&. Click in the Co%%ent, fiel(.
1+. 7nter the (esire( inforation into the Co%%ent, fiel(. 7nter BRe,trict to Oracle
Inventory re,"on,i1ilityB.
14. Click the Save button.
1-. @ou have successfull/ (efine( access to an organization.
End o$ Proced&re.
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Defining S"ortage Para#eters
A aterial shortage occurs %henever unsatisfie( (ean( eAcee(s available 6uantit/ for the
incoing su##l/ of aterial. @ou can enable Oracle "nventor/ to sen( aterial shortage alerts
an( notifications %henever a aterial shortage occurs in an organization.
"n this to#ic: /ou %ill (efine shortage #araeters.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the S2ortae Para%eter, #age.
4. Click the Set&": Orani3ation,: S2ortae Para%eter, link.
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Ste" 0ction
.. Click the M7 4 9e: Orlean, Man&$act&rin list ite.
or Press 60lt7O8.
8. 2se the S2ortae Para%eter, #age to set shortage #araeters for /our
organization. 2se the 3ork in Process tab to set the aterial shortage #araeters for
%ork in #rocess.
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Ste" 0ction
). Click the C2ec> S2ortae, o#tion.
10. 3hen enable(: the s/ste inclu(es all 9obs an( sche(ules %ith the status Relea,ed:
%hose sche(ule( start (ate is over(ue in the aterial shortage check.
11. Click the Relea,ed o#tion.
1&. This is the nuber of (a/s after the start (ate until the 9ob is inclu(e( in the aterial
shortage check.
Click in the Relea,ed Ao1,: #ay, Overd&e fiel(.
1+. 7nter the (esire( inforation into the Relea,ed Ao1,: #ay, Overd&e fiel(. 7nter
B1B.
14. 3hen the 2nrelease( o#tion is enable(: the s/ste inclu(es all 9obs an( sche(ules
%ith the status of !nrelea,ed: %hose sche(ule( start (ate is over(ue in the aterial
shortage check.
Click the !nrelea,ed o#tion.
1-. This is the nuber of (a/s after the start (ate until the 9ob is inclu(e( in the aterial
shortage check.
Click in the !nrelea,ed Ao1,: #ay, Overd&e fiel(.
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Ste" 0ction
1.. 7nter the (esire( inforation into the !nrelea,ed Ao1,: #ay, Overd&e fiel(. 7nter
B1B.
1!. 3hen the I$ o"eration 1e$ore a,,ined o"eration i, d&e o#tion is enable(: the
s/ste inclu(es all (iscrete 9obs %ith a current o#eration before an o#eration that
has assigne( o#en aterial re6uireents in the aterial shortage check.
Click the I$ o"eration 1e$ore a,,ined o"eration i, d&e o#tion.
18. Click the Relea,ed o#tion.
1). Click in the Relea,ed Sc2ed&le,: #ay, Overd&e fiel(.
&0. 7nter the (esire( inforation into the Relea,ed Sc2ed&le,: #ay, Overd&e fiel(.
7nter B1B.
&1. Click the !nrelea,ed o#tion.
&&. Click in the !nrelea,ed Sc2ed&le,: #ay, Overd&e fiel(.
&+. 7nter the (esire( inforation into the !nrelea,ed Sc2ed&le,: #ay, Overd&e fiel(.
7nter B1B.
&4. 3hen the I$ a,,ined o"eration i, d&e o#tion is enable(: Oracle "nventor/ inclu(es
all re#etitive sche(ules %ith a current o#eration that has an o#en aterial
re6uireents in the aterial shortage check.
Click the I$ a,,ined o"eration i, d&e o#tion.
&-. 3hen the EBcl&,ion,: B&l> Co%"onent, o#tion is enable(: Oracle "nventor/
eAclu(es all co#onents %ith the su##l/ t/#e B&l> fro the aterial shortage
check.
Click the B&l> Co%"onent, o#tion.
&.. 3hen the EBcl&,ion,: S&""lier Co%"onent, o#tion is enable(: Oracle "nventor/
eAclu(es ven(or?su##lie( co#onents fro the aterial shortage check.
Click the S&""lier Co%"onent, o#tion.
&!. Click the Co%"onent Planner o#tion.
&8. Click the 0,,e%1ly Planner o#tion.
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Ste" 0ction
&). Click the Co%"onent B&yer o#tion.
+0. Click the Ao1/Sc2ed&le Creator o#tion.
+1. Click the Order Entry tab.
+&. 3hen enable(: checks shortages for sales or(ers. A sales or(er is consi(ere(
over(ue %hen the #ick %ave ove or(er is unfulfille(.
Click the C2ec> S2ortae, o#tion.
++. Click the Ite% "lanner o#tion.
+4. Click the Order creator o#tion.
+-. Click the Save button.
+.. @ou have successfull/ (efine( shortage #araeters.
End o$ Proced&re.
Defining $nterorganiation S"i%%ing &et'orks
An interorganization shi##ing net%ork (escribes the relationshi#s an( accounting inforation
bet%een a shi##ing organization an( a (estination organization.

"n this to#ic: /ou %ill (efine an interorganization shi##ing etho(.
Proced&re
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Ste" 0ction
1. 4egin b/ navigating to the S2i""in 9et:or>, #age.
4. Click the Set&": Orani3ation,: S2i""in 9et:or>, link.
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Ste" 0ction
.. Click the M7 4 9e: Orlean, Man&$act&rin list ite.
or Press 60lt7O8.
8. 2se the S2i""in 9et:or>, #age to (efine a shi##ing net%ork bet%een t%o
organizations. @ou ust (efine a shi##ing net%ork bet%een t%o organizations
before /ou can transfer aterial bet%een organizations. 3hen /ou set u# a shi##ing
net%ork: /ou ust select a transfer t/#e: Direct or "ntransit>
C #irect: The s/ste oves the aterial (irectl/ to the (estination organization: an(
/ou are not re6uire( to #erfor a recei#t transaction.
C Intran,it: The s/ste oves aterial to an intere(iar/ state before it reaches the
(estination organization: an( a recei#t transaction is re6uire( at the (estination
organization.
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Ste" 0ction
). Click in the ;ro% fiel(.
10. 7nter the (esire( inforation into the ;ro% fiel(. 7nter BM7B.
11. Click in the -o fiel(.
1&. 7nter the (esire( inforation into the -o fiel(. 7nter BM1B.
1+. Click the -ran,$er -y"e list.
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Ste" 0ction
14. "f /ou select Intran,it: then the s/ste #erfors an intere(iar/ ove first. "f /ou
choose this t/#e of transfer: then /ou can track the inventor/ until it arrives at the
(estination organization.
Click the Intran,it list ite.
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Ste" 0ction
1-. Click the O"en button.
or Press 60lt7O8.
1.. 2se the S2i""in 9et:or> #age to (eterine a((itional inforation bet%een the
organizations.
1!. The -ran,$er Credit account is use( to collect transfer charges for the shi##ing
organization. The s/ste autoaticall/ uses the (efault value /ou (efine( in the
Orani3ation Para%eter, #age: or /ou can o(if/ it.
18. The P&rc2a,e Price Cariance re#resents the interorganization recei#ts ca#ture( in
stan(ar( cost organizations. @ou ust enter an account if /our receiving
organization is using stan(ar( costing. The (efault value is the value /ou (efine( in
the Orani3ation Para%eter, #age. @ou can o(if/ it if necessar/.
1). The Receiva1le account is use( as an interorganization clearing account for the
shi##ing organization.
$ote. This account for both the shi##ing an( receiving organizations shoul( be
i(entical to the interorganization Pa/ables account for the receiving organization.
The (efault value is the value /ou (efine( in the Orani3ation Para%eter, #age.
&0. The Paya1le account is the ,L #a/ables account use( as an interorganization
clearing account for the receiving organization. The (efault value is the value /ou
(efine( in the Orani3ation Para%eter, #age. @ou can o(if/ this value if
necessar/.
&1. The Intran,it Inventory account is the ,L account use( to ca#ture the intransit
inventor/ values. The (efault value is the value /ou (efine( in the Orani3ation
Para%eter, #age. @ou can o(if/ this value if necessar/.
Page 26
Training Guide
Ste" 0ction
&&. Click the -ool, enu.
or Press 60lt7-8.
&+. Click the S2i""in Met2od, enu.
&4. 2se the Inter4Or S2i""in 9et:or>, #age to (efine the shi##ing etho(s to be
use( bet%een organizations.
Page 27
Training Guide
Ste" 0ction
&-. The S2i""in Met2od is the etho( to be use( to shi# fro the shi##ing
organization to the (estination organization.
Click in the S2i""in Met2od fiel(.
&.. 7nter the (esire( inforation into the S2i""in Met2od fiel(. 7nter B#.)B.
&!. Click in the Intran,it -i%e fiel(.
&8. 7nter the (esire( inforation into the Intran,it -i%e fiel(. 7nter B1B.
&). Click in the #aily Ca"acity fiel(.
+0. 7nter the (esire( inforation into the #aily Ca"acity fiel(. 7nter B1000B.
+1. Click in the !OM fiel(.
+&. 7nter the (esire( inforation into the !OM fiel(. 7nter B5M2B.
++. Click in the Co,t Per !nit fiel(.
+4. 7nter the (esire( inforation into the Co,t Per !nit fiel(. 7nter B.50B.
+-. Click in the C&rrency fiel(.
+.. 7nter the (esire( inforation into the C&rrency fiel(. 7nter B!S#B.
Page 28
Training Guide
Ste" 0ction
+!. Click the Save button.
+8. @ou have successfull/ (efine( an interorganization shi##ing net%ork.
End o$ Proced&re.
Defining S"i%%ing (et"o)s
Shi##ing etho(s are use( to shi# aterial. 3hen /ou create a shi##ing etho(: /ou ust enable
it before /ou can use it in a shi##ing net%ork.
"n this to#ic: /ou %ill (efine a shi##ing etho(.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the 0""lication !tilitie, )oo>&", #age.
4. Click the Set&": Orani3ation,: S2i""in Met2od, link.
Page 29
Training Guide
Ste" 0ction
-. 2se the 0""lication, !tilitie, )oo>&", #age to fin( the short co(es to use for
shi##ing.
Ste" 0ction
!. This al#hanueric co(e (escribes the shi##ing etho(. The s/ste uses this co(e in
the list of values for the S2i""in Met2od fiel( on the Inter4Or S2i""in
Met2od, #age.
@ou cannot change the value in this fiel( after /ou save it. To reove an obsolete
co(e /ou ust (isable the co(e: enter an en( (ate: or change the eaning an(
(escri#tion to atch a re#laceent co(e.
8. Click in the Code fiel(.
). 7nter the (esire( inforation into the Code fiel(. 7nter B000001D#.)B.
10. Click in the )oo>&" Code Meanin fiel(.
11. 7nter the (esire( inforation into the )oo>&" Code Meanin fiel(. 7nter B#.)
S2i""inB.
1&. Click in the )oo>&" Code #e,cri"tion fiel(.
Page 30
Training Guide
Ste" 0ction
1+. 7nter the (esire( inforation into the )oo>&" Code #e,cri"tion fiel(. 7nter B#.)
S2i""inB.
1-. @ou have successfull/ (efine( a shi##ing etho(.
End o$ Proced&re.
Defining Item Setup and ontrol
Defining "te Setu# an( Control hel#s /ou (eterine the control #araeters for ites.
Define #icking rules.
Define ite te#lates.
Define ite status co(es.
Define ite catalog grou#s.
Define custoer ites.
Define custoer ite cross references.
Define cross reference t/#es.
Define coo(it/ co(es.
Define categor/ sets.
Define categories.
Define an( vie% #en(ing statuses.
Co#/ ite te#lates.
Assign ites to categories.
Assign cross reference t/#es.
Define recoen(e( categories.
Defining Picking *u+es
2se the Inventory Pic>in R&le, #age to create #icking rules that enable /ou to sort #icks base(
on criteria that /ou (efine for sales or(ers: #rocess anufacturing batches or %ork in #rocess
9obs. =or eAa#le: create an inventor/ #icking rule %hen /ou book a sales or(er to #ick an ite
fro a #articular subinventor/.
After /ou create a #icking rule: use the R&le, @or>1enc2 #age to assign the rule to an ite.

"n this to#ic: /ou %ill (efine a #icking rule.
Proced&re
Page 31
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Inventory Pic>in R&le, #age.
&. Click the Inventory= Ci,ion O"eration, E!S0F link.
4. Click the Set&": R&le,: Pic>in link.
-. 2se the Inventory Pic>in R&le, #age to create inventor/ #icking rules.
Page 32
Training Guide
Ste" 0ction
.. Click in the 9a%e fiel(.
!. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BS&1inventory Pic>B.
8. Click in the #e,cri"tion fiel(.
). 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BSale, Order
S&1inventory Pic>in R&le,B.
10. Click the 0""lica1le -o list.
Page 33
Training Guide
Ste" 0ction
11. Click the Sale, Order list ite.
Page 34
Training Guide
Ste" 0ction
1&. Click the S&1inventory list.
Ste" 0ction
1+. Click the S!BI9CE9-ORG 0SC list ite.
Page 35
Training Guide
Ste" 0ction
14. Click the S&1inventory Sort Ran> list.
Page 36
Training Guide
Ste" 0ction
1-. Click the 1 list ite.
Ste" 0ction
1.. Click the )ocator list.
Page 37
Training Guide
Ste" 0ction
1!. Click the )OC0-OR 0SC list ite.
Page 38
Training Guide
Ste" 0ction
18. Click the )ocator Sort Ran> list.
Ste" 0ction
1). Click the 2 list ite.
Page 39
Training Guide
Ste" 0ction
&1. Click the Ena1led o#tion.
&&. Click the 0,,in%ent button.
or Press 60lt708.
&+. 2se the Orani3ation, #age to select the a##ro#riate organization to %hich /ou
%ant to assign the ne%l/ create( inventor/ #icking rule.
&4. Click the M1 4 Seattle Man&$act&rin list ite.
&-. Click the O5 button.
or Press 60lt7O8.
Page 40
Training Guide
Ste" 0ction
&.. 2se the R&le, @or>1enc2 #age to assign /our #icking rule. The rule that /ou
create( on the Inventory Pic>in R&le, #age a##ears on the R&le, @or>1enc2
#age. The s/ste autoaticall/ assigns a se6uence nuber an( Ret&rn Cal&e t/#e
to the rule. @ou can o(if/ the se6uence nuber: but /ou cannot o(if/ the return
value. @ou can assign /our rule to an/ cobination of criteria the R&le,
@or>1enc2 #age (is#la/s.
=or eAa#le: if /ou create a #icking rule that allocates aterial b/ lot nuber in
ascen(ing or(er follo%e( b/ locator in ascen(ing or(er: /ou can assign it to an ite
on the R&le, @or>1enc2 #age. This eans for #icking: the s/ste allocates the
lo%est lot nuber of the ite in the lo%est locator nuber %here the ite resi(es.
Ste" 0ction
&!. Click in the Ite% fiel(.
&8. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
&). @ou ust enable a rule before /ou can use it. @ou ust also (isable a rule before
/ou can o(if/ it.
+0. Click the Ena1led o#tion.
Page 41
Training Guide
Ste" 0ction
+&. @ou have successfull/ (efine( a #icking rule.
End o$ Proced&re.
Defining $te# ,e#%+ates
An ite te#late is a (efine( set of attribute values. 3hen /ou a##l/ a te#late to an ite: /ou
overla/ a set of values to the ite (efinition. @ou can a##l/ the sae or (ifferent te#lates to an
ite ulti#le ties. The ore recent attribute values overri(e #revious values unless the #revious
value is not u#(ateable.
An ite te#late (oes not u#(ate the value of status attributes %hen the values conflict. =or
eAa#le: if an ite is transactional an( stockable: a te#late cannot change the Transactable
o#tion to @es an( leave the Stockable o#tion to $o.
Consi(er this scenario> /ou are a #ro(uct anager for an ice crea anufacturer. @our co#an/
o#erates in a #rocess anufacturing environent. @ou %ant to create an ite te#late that
autoaticall/ (efaults ite attributes that /ou t/#icall/ use in /our #rocess anufacturing
environent.

"n this to#ic: /ou %ill (efine an ite te#late.
Proced&re
Page 42
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind Ite% -e%"late, #age.
4. Click the Set&": Ite%,: -e%"late, link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Ite% -e%"late, #age to search for eAisting ite te#lates or create
ne% ite te#lates.
Page 43
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the Ite% -e%"late #age to (efine ne% ite te#lates. @ou use ite te#lates
to (eterine #reset values for ite attributes. @ou can then a##l/ the ite te#late
%hen /ou (efine an ite on in the Ma,ter Ite% #age.
Page 44
Training Guide
Ste" 0ction
11. Click in the -e%"late fiel(.
1&. 7nter the (esire( inforation into the -e%"late fiel(. 7nter BProce,,Dicecrea%B.
14. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B-e%"late $or
icecrea%B.
1-. The S2o: list corres#on(s to the tabs on the Ma,ter Ite% #age. @ou can choose to
vie% all grou#s: or liit the grou#s b/ in(ivi(ual tab.
1.. Click the S2o: list.
Page 45
Training Guide
Ste" 0ction
1!. Click the Inventory list ite.
Page 46
Training Guide
Ste" 0ction
18. The Inventory Ite% attribute enables /ou to stock an( transact ites in Oracle
"nventor/. @ou ust enable this attribute if /ou %ant to enable the Stockable:
Transactable: 4O' Allo%e( an( 4uil( in 3"P attributes.
Click in the Inventory Ite% Cal&e fiel(.
1). 7nter the (esire( inforation into the Inventory Ite% Cal&e fiel(. 7nter BGe,B.
&0. Click the Ena1led o#tion.
&1. The Stoc>a1le ite attribute enables /ou to stock the ite. @ou can set this
attribute onl/ if /ou enable the "te attributes "nventor/ "te an( Transactable. @ou
ust set this attribute if /ou %ant to transact an ite.
Click in the Stoc>a1le Cal&e fiel(.
&&. 7nter the (esire( inforation into the Stoc>a1le Cal&e fiel(. 7nter BGe,B.
&+. Click the Ena1led o#tion.
&4. The -ran,acta1le ite attribute enables /ou to #erfor transaction on an ite.
@ou ust set the ite attributes "nventor/ "te: an( Stockable in or(er to set this
attribute.
Click in the -ran,acta1le Cal&e fiel(.
&-. 7nter the (esire( inforation into the -ran,acta1le Cal&e fiel(. 7nter BGe,B.
&.. Click the Ena1led o#tion.
&!. Click the vertical scrollbar.
&8. The Re,erva1le ite attribute enables /ou to create aterial reservations for the
ite. @ou can reserve an ite onl/ %hen /ou have sufficient inventor/.
Click in the Re,erva1le Cal&e fiel(.
&). 7nter the (esire( inforation into the Re,erva1le Cal&e fiel(. 7nter BRe,erva1leB.
+0. Click the Ena1led o#tion.
+1. Click the S2o: list.
Page 47
Training Guide
Ste" 0ction
+&. Click the vertical scrollbar.
++. Click the Proce,, Man&$act&rin list ite.
Page 48
Training Guide
Ste" 0ction
+4. Click the Ge, button.
or Press 60lt7G8.
+-. The Recei"t Ena1led ite attribute enables /ou to use the ite in #rocess
anufacturing reci#es or forulas.
Click in the Reci"e Ena1led Cal&e fiel(.
+.. 7nter the (esire( inforation into the Reci"e Ena1led Cal&e fiel(. 7nter BGe,B.
+!. Click the Ena1led o#tion.
+8. The Proce,, /&ality Ena1led attribute enables /ou to use Process 5ualit/ to
ins#ect ites.
Click in the Proce,, /&ality Ena1led Cal&e fiel(.
+). 7nter the (esire( inforation into the Proce,, /&ality Ena1led Cal&e fiel(. 7nter
BGe,B.
40. Click the Ena1led o#tion.
41. The Proce,, EBec&tion Ena1led ite attribute enables /ou to use the ite in a
#ro(uction batch as an ingre(ient or b/?#ro(uct.
Click in the Proce,, EBec&tion Ena1led Cal&e fiel(.
4&. 7nter the (esire( inforation into the Proce,, EBec&tion Ena1led Cal&e fiel(.
7nter BGe,B.
4+. Click the Ena1led o#tion.
4-. @ou have successfull/ (efine( an ite te#late.
End o$ Proced&re.
Defining $te# Status -o)es
2se ite status co(es to set (efault values for certain status attributes.
Consi(er this scenario> @ou #erio(icall/ ake ites that /ou (o not %ant a(e available to
custoers. @ou nee( an initial testing #erio( %here internal custoers can or(er the ites that
/ou ake an( verif/ that the/ are rea(/ for consu#tion.
Page 49
Training Guide
@ou can create a #re#ro(uction ite status that enables /ou to autoaticall/ set the re6uire( ite
attributes.

"n this to#ic: /ou %ill (efine ite status co(es.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Ite% Stat&, #age.
4. Click the Stat&, Code, link.
-. 2se the Ite% Stat&, #age to set status attributes that enable an( (isable the
functionalit/ of an ite over tie. 7ach status attribute allo%s /ou to enable the
ite for a #articular use. =or eAa#le: if /ou set the status attribute 4O' Allo%e(:
then /ou can #lace an ite on a bill of aterial.
Page 50
Training Guide
Ste" 0ction
.. Click in the Stat&, fiel(.
!. 7nter the (esire( inforation into the Stat&, fiel(. 7nter BPre4ProdB.
8. Click in the -ran,lated Stat&, fiel(.
). 7nter the (esire( inforation into the -ran,lated Stat&, fiel(. 7nter BPre4
Prod&ction Ite% Stat&,B.
11. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BPre4Prod&ction
Ite% Stat&,B.
1&. The BOM 0llo:ed ite attribute enables /ou to (efine a bill of aterial for an
ite: or to assign the ite as a co#onent on a 4O'.
Click the BOM 0llo:ed Cal&e o#tion.
1+. 2se the B&ild in @IP ite attribute to in(icate %hether the ite is built %ith a
(iscrete 9ob or re#etitive assebl/ in Oracle 3ork in Process.
Click the B&ild In @IP o#tion.
Page 51
Training Guide
Ste" 0ction
14. Select the Internal Order, Ena1led ite attribute to be able to a(( the ite to an
internal re6uisition.
Click the Internal Order, Ena1led o#tion.
1-. Select the Proce,, EBec&tion Ena1led check boA to use this ite in a #ro(uction
batch as an ingre(ient: #ro(uct: or b/?#ro(uct.
Click the Proce,, EBec&tion Ena1led o#tion.
1.. Select the Reci"e Ena1led check boA to use this ite in #rocess anufacturing
reci#es or forulas.
Click the Reci"e Ena1led o#tion.
1!. Select the Stoc>a1le attribute to stock the ite. @ou cannot set this attribute if /ou
(o not set the Transactable attribute.
Click the Stoc>a1le o#tion.
18. Select the -ran,acta1le ite attribute to transact the ite. @ou ust enable the
Stoc>a1le attribute to set this attribute.
Click the -ran,acta1le o#tion.
1). Click the Save button.
&0. @ou have successfull/ (efine( ite status co(es.
End o$ Proced&re.
Defining $te# -ata+og .rou%s
"te catalogs enable /ou to a(( (escri#tive inforation to ites an( to #artition /our "te
'aster into grou#s of ites that share coon characteristics.

=or eAa#le: an ite catalog grou# calle( ug coul( have a (escri#tive eleent calle( aterial.
Possible values for aterial ight be glass or ceraic.

"n this to#ic: /ou %ill (efine an ite catalog grou#.
Proced&re
Page 52
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Ite% Catalo <ro&", #age.
4. Click the Catalo <ro&", link.
-. 2se the Ite% Catalo <ro&", #age to create a ne% ite catalog.
Page 53
Training Guide
Ste" 0ction
!. Click in the 9a%e fiel(.
8. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BM&,B.
). Click the #etail, button.
or Press 60lt7#8.
10. 2se the Ite% Catalo <ro&" #age to (efine an/ nuber of (escri#tive eleents for
an ite catalog grou#. @ou can also (eterine %hether the (escri#tive eleent is
re6uire( at ite (efinition: an( %hether the (escri#tive eleent value is inclu(e( b/
(efault in the ite catalog (escri#tion.
Page 54
Training Guide
Ste" 0ction
11. The SeH fiel( re#resents the or(er that the (escri#tive eleents a##ear in the Ma,ter
Ite% #age %hen /ou assign the to an ite.
7nter the (esire( inforation into the SeH fiel(. 7nter B1B.
1&. Click in the 9a%e fiel(.
1+. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BCera%icB.
14. Click in the SeH fiel(.
1-. 7nter the (esire( inforation into the SeH fiel(. 7nter B2B.
1.. Click in the 9a%e fiel(.
1!. 7nter the (esire( inforation into the 9a%e fiel(. 7nter B<la,,B.
18. Click in the SeH fiel(.
1). 7nter the (esire( inforation into the SeH fiel(. 7nter B3B.
&0. Click in the 9a%e fiel(.
&1. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BMetalB.
&&. Click the Save button.
Page 55
Training Guide
Ste" 0ction
&+. @ou have successfull/ (efine( an ite catalog grou#.
End o$ Proced&re.
Defining -usto#er $te#s
@ou can (efine custoer ites in /our s/ste an( assign the ites a coo(it/ co(e . @ou can
also assign the correct shi##ing container to the ite. "n a((ition: /ou can assign custoer ite
cross references to /our custoer ite. This references the custoer ite nuber an( the ite
nuber in /our s/ste.
"n this to#ic: /ou %ill (efine a custoer ite: an( assign an a##ro#riate shi##ing container.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind C&,to%er Ite%, #age.
4. Click the C&,to%er Ite%, link.
Page 56
Training Guide
Ste" 0ction
.. Click the C1 4 Ci,ion O"eration, list ite.
or Press 60lt7O8.
8. 2se the ;ind C&,to%er Ite%, #age to search for eAisting custoer ites an( create
ne% custoer ites.
A custoer ite is the nuber that a custoer uses to (efine an ite.
Page 57
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the C&,to%er Ite%, S&%%ary #age to enter ne% custoer ites.
Page 58
Training Guide
Ste" 0ction
11. Click in the C&,to%er 9a%e fiel(.
1&. 7nter the (esire( inforation into the C&,to%er 9a%e fiel(. 7nter B0BC
-eleco%%&nication,B.
1+. Click in the C&,to%er Ite% fiel(.
14. 7nter the (esire( inforation into the C&,to%er Ite% fiel(. 7nter B0BC41001B.
1-. @ou can use coo(it/ co(es to classif/ custoer ites. "n this to#ic: %e are
assigning the coo(it/ co(e =inishe( ,oo( to ite A4C?1001.
1.. Click in the Code fiel(.
1!. 7nter the (esire( inforation into the Code fiel(. 7nter B;ini,2ed <oodB.
18. Click the Container tab.
1). "n the Ma,ter fiel(: enter the (efault container that /ou %ant use to shi# custoer
ites.
&0. Click in the Ma,ter fiel(.
&1. 7nter the (esire( inforation into the Ma,ter fiel(. 7nter BPalletB.
&+. @ou have successfull/ (efine( a custoer ite.
End o$ Proced&re.
Defining -usto#er $te# -ross *eferences
2se the C&,to%er Ite% Cro,, Re$erence, #age to (efine an( u#(ate cross references bet%een
/our inventor/ ites an( the custoer ites (efine( in the C&,to%er Ite%, S&%%ary #age.
"n this to#ic: /ou %ill cross reference a custoer ite %ith a finishe( goo( ite in /our s/ste.
Proced&re
Page 59
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind C&,to%er Ite% Cro,, Re$erence, #age.
4. Click the C&,to%er Ite% Cro,, Re$erence, link.
Page 60
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind C&,to%er Ite% Cro,, Re$erence, #age to search for eAisting cross
references an( to create ne% cross references.
Page 61
Training Guide
Ste" 0ction
). Click the 9e: EBF button.
or Press 60lt7B8.
10. 2se the C&,to%er Ite% Cro,, Re$erence, #age to establish a cross reference
bet%een a custoer ite an( an inventor/ ite nuber.
Page 62
Training Guide
Ste" 0ction
11. Click in the C&,to%er Ite% fiel(.
1&. 7nter the (esire( inforation into the C&,to%er Ite% fiel(. 7nter B0BC41001B.
1+. Click in the Ite% fiel(.
14. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
1-. @ou can (efine ulti#le cross references to a custoer ite. "n these cases: /ou
ust s#ecif/ the rank of the cross reference. The highest rank is 1.
1.. Click in the Ran> fiel(.
1!. 7nter the (esire( inforation into the Ran> fiel(. 7nter B2B.
1). @ou have successfull/ (efine( a custoer ite cross reference.
End o$ Proced&re.
Defining -ross *eference ,/%es
2se cross reference t/#es to (efine relationshi#s bet%een ites an( entities such as obsolete ite
nubers or su##lier ite nubers.
"n this to#ic: /ou %ill create a cross reference t/#e for obsolete ite nubers.
Proced&re
Page 63
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Cro,, Re$erence -y"e, #age.
4. Click the Ite%,: Cro,, Re$erence, link.
-. 2se the Cro,, Re$erence -y"e, #age to create a cross reference t/#e that /ou assign
to ites.
Page 64
Training Guide
Ste" 0ction
.. Click in the -y"e fiel(.
!. 7nter the (esire( inforation into the -y"e fiel(. 7nter BO1,oleteB.
). 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BO1,olete "art
n&%1erB.
11. @ou have successfull/ (efine( a cross reference t/#e.
End o$ Proced&re.
Defining -o##o)it/ -o)es
Coo(it/ co(es enable /ou to classif/ custoer ites. @ou use this classification %hen /ou
(efine custoer ites.
"n this to#ic: /ou %ill (efine a coo(it/ co(e for asseble?to?or(er ites.
Proced&re
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Training Guide
Ste" 0ction
1. 4egin b/ navigating to the C&,to%er Ite% Co%%odity co(es #age.
4. Click the C&,to%er Ite% Co%%odity Code, link.
-. 2se the C&,to%er Ite% Co%%odity Code, #age to create coo(it/ co(es. The
coo(it/ co(e is the nae /ou associate to a grou# of custoer ites.
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Training Guide
Ste" 0ction
.. Click in the Co%%odity Code fiel(.
!. 7nter the (esire( inforation into the Co%%odity Code fiel(. 7nter B0-OB.
). 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B0,,e%1le4to4order
"art,B.
11. @ou have successfull/ (efine( a coo(it/ co(e.
End o$ Proced&re.
Defining -ategor/ Sets
A categor/ set is a (istinct grou#ing schee an( consists of categories. Consi(er this scenario>
@ou %ork for an a##arel anufacturer. @our co#an/ creates %oenDs a##arel: enDs a##arel:
an( chil(renDs a##arel.

"n this to#ic: /ou %ill create a categor/ set calle( A##arel.
Proced&re
Page 67
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Cateory Set, #age.
4. Click the Cateory Set, link.
-. 2se the Cateory Set, #age to create categor/ sets. @ou can use categories an(
categor/ sets to grou# ites for various re#orts an( #rogras.
Page 68
Training Guide
Ste" 0ction
!. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BClot2inB.
). 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B0""arel Cateory
SetB.
10. Click in the ;leB Str&ct&re fiel(.
11. The categories /ou assign to a categor/ set ust have the sae fleAfiel( structure as
the categor/ set.
1&. 7nter the (esire( inforation into the ;leB Str&ct&re fiel(. 7nter BInventory
Cla,,B.
1+. This is the (efault categor/ that the s/ste uses %hen /ou assign an ite to the
categor/ set. After an ite is assigne( to the categor/ set: /ou can overri(e the
(efault categor/ an( select another relevant categor/ for the ite.
14. Click in the #e$a&lt Cateory fiel(.
1-. 7nter the (esire( inforation into the #e$a&lt Cateory fiel(. 7nter BC.#D0P)B.
1.. This is the list of categories that belong to the categor/ set. @ou can onl/ a((
categories that belong to the sae fleAfiel( structure as the categor/ set.
Page 69
Training Guide
Ste" 0ction
1!. Click in the Cateory fiel(.
18. 7nter the (esire( inforation into the Cateory fiel(. 7nter BS0)EB.
&0. @ou have successfull/ (efine( a categor/ set.
End o$ Proced&re.
Defining -ategories
A categor/ is a logical classification of ites that have siilar characteristics.
Consi(er this scenario> /ou %ork for an a##arel anufacturer: an( /ou nee( to create a categor/
for chil(renDs a##arel.

"n this to#ic: /ou %ill (efine a categor/.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Cateorie, #age.
Page 70
Training Guide
Ste" 0ction
4. Click the Cateory Code, link.
-. 2se the ;ind Cateorie, #age to search for eAisting categories or to create ne%
categories.
Ste" 0ction
or Press 60lt798.
!. 2se the Cateorie, #age to (efine categories. @ou can (efine an unliite( nuber
of categories an( grou# subsets of /our categories into categor/ sets. A categor/ can
belong to ulti#le categor/ sets.
Page 71
Training Guide
Ste" 0ction
8. 3hen /ou (eterine a #ro(uct structure: /ou can assign a s#ecific eaning to each
segent.
Click in the Str&ct&re 9a%e fiel(.
). 7nter the (esire( inforation into the Str&ct&re 9a%e fiel(. 7nter BInventory
Cla,,B.
10. Click in the Cateory fiel(.
11. 7nter the (esire( inforation into the Cateory fiel(. 7nter BC2D0PP)B.
1&. Click in the #e,cri"tion fiel(.
1+. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BC2ildrenI,
0""arelB.
1-. @ou have successfull/ (efine( a categor/.
End o$ Proced&re.
Defining an) 0ie'ing Pen)ing Statuses
@ou can assign ite statuses to /our ites. "te statuses are a(e u# of status attributes. Status
attributes control the functionalit/ an ite over tie.
Page 72
Training Guide
=or eAa#le: /ou have an ite that is currentl/ in the #rotot/#e #hase: but %ill be rea(/ for
launch to the general #ublic in a fe% onths. @ou can use ite statuses to change the ite
availabilit/ fro #rotot/#e to active.

"n this to#ic: /ou %ill (efine an( vie% #en(ing ite statuses.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Ma,ter Ite%, #age.
4. Click the Ma,ter Ite%, link.
-. 2se the Orani3ation, #age to select the organization in %hich /ou %ant to (efine a
#en(ing ite status.
Page 73
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Ma,ter Ite% #age to (efine ites an( #erfor actions on ites.
Page 74
Training Guide
Ste" 0ction
). Click in the Ite% fiel(.
10. Press 6;118.
11. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S5(+++B.
1&. Press 6Ctrl7;118.
14. Click the -ool, enu.
1-. Click the Pendin Stat&, enu.
or Press 60lt7P8.
1.. Click the Ge, button.
or Press 60lt7G8.
1!. 2se the Ite% Stat&, .i,tory #age to (efine ite statuses. @ou also can (eterine
the effective (ate for the status.
Page 75
Training Guide
Ste" 0ction
18. Click in the E$$ective #ate fiel(.
1). 7nter the (esire( inforation into the E$$ective #ate fiel(. 7nter B2740PR42010B.
&0. Click in the Stat&, fiel(.
&1. 7nter the (esire( inforation into the Stat&, fiel(. 7nter BPrototy"eB.
&&. Click in the E$$ective #ate fiel(.
&+. 7nter the (esire( inforation into the E$$ective #ate fiel(. 7nter B304A!)42010B.
&4. Click in the Stat&, fiel(.
&-. 7nter the (esire( inforation into the Stat&, fiel(. 7nter B0ctiveB.
&.. Click the Save button.
&!. Click the I%"le%ent button.
or Press 60lt7I8.
&8. Click the O5 button.
Page 76
Training Guide
Ste" 0ction
&). @ou have successfull/ (efine( an( vie%e( a #en(ing status.
End o$ Proced&re.
-o%/ing $te# ,e#%+ates
@ou can co#/ attributes fro an eAisting ite te#late to a ne% ite te#late. @ou can also
ake o(ifications to one of the eAisting see(e( te#lates to create a ne% te#late.

"n this to#ic: /ou %ill co#/ an ite te#late.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Ite% -e%"late, #age.
4. Click the Set&": Ite%,: -e%"late, link.
Page 77
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Ite% -e%"late, #age to search for eAisting ite te#lates.
Page 78
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the Ite% -e%"late #age to enter ne% ite te#lates.
Page 79
Training Guide
Ste" 0ction
1&. 7nter the (esire( inforation into the -e%"late fiel(. 7nter
B;ini,2edD<oodDProce,,B.
14. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B;ini,2ed <ood
Proce,, -e%"lateB.
1-. Click the -ool, enu.
or Press 60lt7-8.
1.. Click the Co"y -e%"late... enu.
1!. 2se the Co"y -e%"late #age to co#/ an eAisting ite te#late. @ou can choose
%hich ite attribute grou#s to co#/.
Ste" 0ction
Page 80
Training Guide
Ste" 0ction
1). 7nter the (esire( inforation into the -e%"late fiel(. 7nter B;ini,2ed <oodB.
&0. 3hen /ou click the 0""ly button: the s/ste co#ies the =inishe( ,oo( te#late. "t
co#ies the attributes that belong to the attribute grou#s associate( %ith selecte(
check boAes.
Click the 0""ly button.
&1. Click the #one E;F button.
or Press 60lt7;8.
&&. Click the Ge, button.
or Press 60lt7G8.
Ste" 0ction
&+. Click the Save button.
&4. @ou have successfull/ co#ie( an ite te#late.
End o$ Proced&re.
Page 81
Training Guide
!ssigning $te#s to -ategories
3hen /ou enable an ite in a functional area: the ite is assigne( to the (efault categor/ set an(
(efault categor/ of the functional area. @ou can also assign an ite to a((itional categories.
"n this to#ic: /ou %ill assign a container ite to the container ites categor/ set.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Ma,ter Ite% #age.
4. Click the Ma,ter Ite%, link.
Page 82
Training Guide
Ste" 0ction
or Press 60lt7O8.
Page 83
Training Guide
Ste" 0ction
8. Click in the Ite% fiel(.
). Click the Cie: enu.
or Press 60lt7C8.
10. Click the ;ind... enu.
or Press 6;8.
11. 2se the ;ind Ma,ter Ite%, #age to search for eAisting ites.
Ste" 0ction
1&. Click in the Ite% fiel(.
1+. 7nter the (esire( inforation into the Ite% fiel(. 7nter B01 #OMB.
14. Click the ;ind button.
or Press 60lt7i8.
Page 84
Training Guide
Ste" 0ction
or Press 60lt7-8.
1.. Click the Cateorie, enu.
or Press 6a8.
1!. 2se the Cateory 0,,in%ent #age to assign /our ite to a grou# of categories.
@ou can use this #age to assign the ite to ore then one categor/ set.
Page 85
Training Guide
Ste" 0ction
18. Click in the Cateory Set fiel(.
1). 7nter the (esire( inforation into the Cateory Set fiel(. 7nter BContainer Ite%B.
&0. This is the in(ivi(ual categor/ to %hich /ou %ant to assign /our ite.
&1. Click in the Cateory fiel(.
&&. 7nter the (esire( inforation into the Cateory fiel(. 7nter B0CCESSORGB.
&4. @ou have successfull/ assigne( ites to categories.
End o$ Proced&re.
!ssigning -ross *eference ,/%es
Cross reference t/#es (efine relationshi#s bet%een ites an( entities such as obsolete #art
nubers or su##lier ites nubers. "f /our co#an/ recentl/ u#(ate( its #art nubering s/ste:
/ou can cross reference the ol( #art nuber %ith the ne% #art nuber.

"n this to#ic: /ou %ill cross reference an obsolete #art nuber to the current #art nuber.
Proced&re
Page 86
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Cro,, Re$erence -y"e, #age.
4. Click the Cro,, Re$erence, link.
Page 87
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Cro,, Re$erence -y"e, #age to select a cross reference t/#e to assign to an
ite. @ou ust select a cross reference t/#e before /ou can assign it to an ite.
@ou can assign ulti#le ites to a cross reference t/#e as %ell as assign an ite to
ulti#le cross reference t/#es.
Page 88
Training Guide
Ste" 0ction
). Click in the O1,olete fiel(.
10. Click the 0,,in button.
or Press 60lt708.
11. 2se the 0,,in Cro,, Re$erence, #age to assign cross references to create the
relationshi#s bet%een cross references: ites: an( entities.
Page 89
Training Guide
Ste" 0ction
1+. This is the current ite nuber in the s/ste.
7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
14. The value /ou enter is the entit/ /ou %oul( like to cross reference to the ite. "n
this case the obsolete #art nuber.
1-. The value /ou enter is the entit/ that /ou %oul( like to cross reference to the ite.
"n this to#ic: the obsolete #art nuber.
Click in the Cal&e fiel(.
1.. 7nter the (esire( inforation into the Cal&e fiel(. 7nter B;<1+'(7B.
1!. Click in the #e,cri"tion fiel(.
18. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BO1,olete "art
n&%1erB.
&0. @ou have successfull/ assigne( a cross reference t/#e.
End o$ Proced&re.
Page 90
Training Guide
Defining *eco##en)e) -ategories
@ou can recoen( categories for an ite catalog grou#. This is for inforational an( re#orting
#ur#oses onl/. @ou can #rint the list of categories an( use the list of recoen(e( categories
%hen /ou (efine ites.
"n this to#ic: /ou %ill (efine a recoen(e( categor/.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Ite% Catalo <ro&", #age.
4. Click the Catalo <ro&", link.
-. 2se the Ite% Catalo <ro&", #age to ite catalogs. @ou ust select an ite
catalog grou# %ith %hich /ou %ant to s#ecif/ categories.
Page 91
Training Guide
Ste" 0ction
.. Click the #etail, button.
or Press 60lt7#8.
!. 2se the Ite% Catalo <ro&" #age to s#ecif/ categories for re#orting #ur#oses.
Page 92
Training Guide
Ste" 0ction
8. Click the #e,cri"tive Ele%ent, list.
Ste" 0ction
). Click the Cateorie, list ite.
Page 93
Training Guide
Ste" 0ction
10. Click in the Cateory Set fiel(.
11. 7nter the (esire( inforation into the Cateory Set fiel(. 7nter B;rei2t Cla,,B.
1&. Click in the Cateory fiel(.
1+. 7nter the (esire( inforation into the Cateory fiel(. 7nter BBES-B.
1-. @ou have successfull/ (efine( recoen(e( categories.
End o$ Proced&re.
Defining and !aintaining Item Information
@ou can (efine an( control ites that /ou stock in inventor/. Once (efine(: /ou assign ites to
organizations. @ou choose %hether to have centralize( or (ecentralize( control of /our ites
through a variet/ of ite attributes.
There are an/ %a/s /ou can anage /our ites. @ou can categorize /our ites as %ell as
restrict ites to s#ecific subinventories %ithin /our organization. @ou can also create
relationshi#s bet%een ites an( relationshi#s bet%een ites an( anufacturerDs #art nubers.

Define ites.
Assign ites to organizations.
2#(ate organization level ites.
Page 94
Training Guide
1ie% ite inforation.
Define anufacturer #art nubers.
Define ite transaction (efaults.
Define ite relationshi#s.
Assign subinventories to an ite.
Assign ites to catalogs.
Define ite revisions.
Assign ites to a subinventor/.
Defining $te#s
An ite is a #art or service that /ou can #urchase: sell: #lan: anufacture: stock: (istribute: or
#rotot/#e. "tes can also be containers for other ites an( co#onents that /ou buil( into other
ites.
"n this to#ic: /ou %ill (efine a finishe( goo( ite.
Proced&re
Ste" 0ction
Page 95
Training Guide
Ste" 0ction
4. Click the Ite%,: Ma,ter Ite%, link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the Ma,ter Ite% #age to (efine ites. 3hen /ou (efine ites: /ou enter onl/
the inforation that /ou nee( to aintain the ite. @ou cannot (efine an ite at the
organization level.
Page 96
Training Guide
Ste" 0ction
10. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S2000B.
1&. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B;ini,2ed <ood
Ite%B.
1+. Click the -ool, enu.
or Press 60lt7-8.
14. Click the Co"y ;ro%... enu.
or Press 6C8.
1-. 2se the Co"y ;ro% #age to co#/ a #reviousl/?(efine( ite te#late. "te
te#lates contain #reset values for ite attributes. The ite attributes are overla/e(
on the "te 'aster %hen /ou a##l/ it.
Page 97
Training Guide
Ste" 0ction
1.. Click in the -e%"late fiel(.
1!. 7nter the (esire( inforation into the -e%"late fiel(. 7nter B;ini,2ed <oodB.
18. Click the 0""ly button.
or Press 60lt708.
1). Click the #one button.
or Press 60lt7#8.
&0. The value of the !,er Ite% -y"e fiel( %as set to =inishe( goo( %hen /ou a##lie(
the =inishe( ,oo( te#late. The values on other tabs of the ite aster %ere also
set.
Page 98
Training Guide
Ste" 0ction
&&. @ou have successfull/ (efine( an ite.
End o$ Proced&re.
!ssigning $te#s to Organiations
After /ou create an ite: /ou assign it to s#ecific organizations. @ou use the Orani3ation
Ite% #age to change organization?level attributes. =or eAa#le: /ou can select *eor(er Point
#lanning for an ite in one organization: an( 'in?'aA #lanning for the ite in another
organization.

"n this to#ic: /ou %ill assign a finishe( goo( to an eAisting organization.
Proced&re
Page 99
Training Guide
Ste" 0ction
Page 100
Training Guide
Ste" 0ction
or Press 60lt7O8.
Page 101
Training Guide
Ste" 0ction
). Click the ;ind... button.
Page 102
Training Guide
Ste" 0ction
11. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S2000B.
1&. Click the ;ind button.
or Press 60lt7i8.
Ste" 0ction
1+. Click the Or 0,,in button.
14. 2se the Orani3ation 0,,in%ent tab of the Ma,ter Ite% #age to assign ites to
organizations. The ite is autoaticall/ assigne( to the 'aster Organization in
%hich it %as (efine(. @ou can assign the ite to as an/ organizations /ou %oul(
like. This #age lists all of the organizations %ithin the 'aster Organization
inclu(ing the 'aster Organization.
1-. Click the 0,,ined o#tion.
1.. Click the 0,,ined o#tion.
Page 103
Training Guide
Ste" 0ction
1!. Click the 0,,ined o#tion.
1). @ou have successfull/ assigne( an ite to organizations.
End o$ Proced&re.
1%)ating Organiation Leve+ $te#s
@ou can u#(ate the ite attributes for ites assigne( to /our organization. "te attributes fiel(s
that /ou can u#(ate a##ear in %hite or /ello% %hen /ou navigate to the Orani3ation
Ite%, #age. 'aster?controlle( ites a##ear in gra/. @ou cannot u#(ate these attributes.
"n this to#ic: /ou %ill u#(ate an organization level ite.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Orani3ation Ite%, #age.
Page 104
Training Guide
Ste" 0ction
4. Click the Ite%,: Orani3ation Ite%, link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Orani3ation Ite%, #age to enter ite search criteria.
Page 105
Training Guide
Ste" 0ction
11. 3hen /ou click in the #e,cri"tion fiel(: the ite (escri#tion a##ears autoaticall/.
Click in the #e,cri"tion fiel(.
1+. 2se the Orani3ation Ite% #age to vie% an( u#(ate ites %ithin /our
organization. @ou cannot create ites fro this #age. @ou can onl/ create ites
%ithin the Ma,ter Ite% #age.
Page 106
Training Guide
Ste" 0ction
14. Click the Ri2t Scroll button.
Page 107
Training Guide
Ste" 0ction
1-. Click the <eneral Plannin enu.
Ste" 0ction
1.. Click the Inventory Plannin Met2od list.
Page 108
Training Guide
Ste" 0ction
1!. Click the Min4MaB list ite.
Page 109
Training Guide
Ste" 0ction
1). @ou have successfull/ u#(ate( an organization level ite.
End o$ Proced&re.
0ie'ing $te# $nfor#ation
2se the ;ind Ite% In$or%ation #age to 6uickl/ vie% all attributes categories or revisions for an
ite. De#en(ing u#on the functional securit/ assigne( to /our res#onsibilit/: /ou can vie% the
inforation for an ite in a single organization: a single organization an( its aster organization:
or across all organizations.
"n this to#ic: /ou %ill vie% ite inforation.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Ite% In$or%ation #age.
Page 110
Training Guide
Ste" 0ction
4. Click the Ite%,: Ite% In$or%ation link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Ite% In$or%ation #age to set the vie%ing criteria. 3hen /ou select
0ll= /ou can vie% ite inforation in all organizations %here it is (efine(
(e#en(ing on /our functional securit/.
Page 111
Training Guide
Ste" 0ction
). Click the 0ll list ite.
Page 112
Training Guide
Ste" 0ction
1&. @ou can select the attribute grou# to vie%. These are the tabs that a##ear on the
Ma,ter Ite% #age.
1+. Click in the <ro&" fiel(.
14. 7nter the (esire( inforation into the <ro&" fiel(. 7nter B<eneral PlanninB.
1-. Click in the 0ttri1&te fiel(.
1.. 7nter the (esire( inforation into the 0ttri1&te fiel(. 7nter BInventory Plannin
Met2odB.
1!. Click the 0ttri1&te, button.
or Press 60lt7i8.
18. 2se the Ite% 0ttri1&te, #age to vie% ite inforation. @ou can see on this #age
that the ite is not #lanne( in organization 7+: but is #lanne( in organizations 71
an( 7&.
1). @ou have successfull/ vie%e( ite inforation.
End o$ Proced&re.
Defining (anufacturer Part &u#bers
@ou can (efine anufacturer #art nubers for ites. @ou use this inforation for re#orting
#ur#oses an( in catalog searches for ites. @ou can assign the sae ite to ulti#le
anufacturersD #art nubers.
"n this to#ic: /ou %ill (efine a anufacturer #art nuber.
Proced&re
Page 113
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Man&$act&rer, #age.
4. Click the By Man&$act&rer, link.
Page 114
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Man&$act&rer, #age to select the anufacturer to %hich the #art nuber
%ill be associate(.
Page 115
Training Guide
Ste" 0ction
). Click in the Man&$act&rer fiel(.
10. Click the Part, button.
or Press 60lt7P8.
11. 2se the Man&$act&rer Part 9&%1er, #age to enter the anufacturerDs #art nuber
for an ite.
Page 116
Training Guide
Ste" 0ction
1&. Click in the Part fiel(.
1+. 7nter the (esire( inforation into the Part fiel(. 7nter B225*7('B.
14. This is the ite nuber (efine( in /our s/ste.
Click in the Ite% fiel(.
1-. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
1.. 3hen /ou click in the #e,cri"tion fiel(: the ite (escri#tion a##ears autoaticall/.
1!. Click the Save button.
18. @ou have successfull/ (efine( a anufacturer #art nuber.
End o$ Proced&re.
Defining $te# ,ransaction Defau+ts
2se the Ite% -ran,action #e$a&lt, #age to (efine a (efault subinventor/ for an ite for
shi##ing: receiving an( ove or(er transactions. Oracle Shi##ing 7Aecution (is#la/s the (efault
shi##ing inforation %hen /ou shi# an ite an( Oracle "nventor/ (is#la/s the (efault receiving
inforation %hen /ou receive an( ite. =or ove or(ers: Oracle "nventor/ (erives the (efault
Page 117
Training Guide
#ut a%a/ locator %hen /ou transact an ite into a locator?controlle( subinventor/ if /ou (o not
s#ecif/ the locator %hen /ou create the ove or(er.

PrereH&i,ite

4efore /ou can (efine ite transaction (efaults: /ou ust (efine at least one ite: one
subinventor/: an( one locator %ithin /our organization.

"n this to#ic: /ou %ill (efine ite transaction (etails.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Ite% -ran,action #e$a&lt, #age.
4. Click the Ite% -ran,action #e$a&lt, link.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Ite% -ran,action #e$a&lt, #age to create ne% ite transaction
(efaults.
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Ste" 0ction
or Press 60lt798.
10. 2se the Ite% -ran,action #e$a&lt, #age to assign the transaction (efault
subinventories to ites. Shi##ing is the (efault transaction t/#e that a##ears. @ou
(o not nee( to o(if/ the #e$a&lt ;or fiel(.
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Ste" 0ction
1&. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
1+. The S&1inventory value is the subinventor/ location for the ite.
14. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B#ro"S2i"B.
1-. Click the Save button.
1.. @ou have successfull/ (efine( ite transaction (efaults.
End o$ Proced&re.
Defining $te# *e+ations"i%s
@ou can (efine relationshi#s bet%een ites: an( /ou can use these relationshi#s to search for
ites. "n Oracle "nventor/: these relationshi#s are for in6uir/ an( re#orting #ur#oses.
"n this to#ic: /ou %ill (efine an ite relationshi#.
Proced&re
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Ste" 0ction
1. 4egin b/ accessing the Ma,ter Ite% #age.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the Ma,ter Ite% #age to search for an eAisting ite or to create a ne% ite.
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Ste" 0ction
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Ste" 0ction
1+. 3hen /ou click in the #e,cri"tion fiel(: the ite (escri#tion a##ears autoaticall/.
or Press 60lt7i8.
Ste" 0ction
or Press 60lt7-8.
1.. Click the Ite% Relation,2i", enu.
or Press 6l8.
1!. 2se the Ite% Relation,2i", #age to create relationshi#s bet%een ites. =or
eAa#le: /ou can create an ite relationshi# for substitute ites or ites for %hich
/ou can u# sell.
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Ste" 0ction
18. Click in the ;ro% Ite% fiel(.
1). 7nter the (esire( inforation into the ;ro% Ite% fiel(. 7nter B0S1+'(7B.
&0. Click in the -o Ite% fiel(.
&1. 7nter the (esire( inforation into the -o Ite% fiel(. 7nter B0S5(+++B.
&&. Click the -y"e list.
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Ste" 0ction
&+. Click the S&1,tit&te list ite.
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Ste" 0ction
&-. @ou have successfull/ (efine( an ite relationshi#.
End o$ Proced&re.
!ssigning Subinventories to an $te#
@ou can assign a list of subinventories to an ite. @ou restrict an ite to the list of
subinventories b/ selecting the Re,trict S&1inventorie, check boA %hen /ou (efine or u#(ate an
ite. @ou can use the ite?subinventor/ relationshi# to s#ecif/ vali( subinventories for zero
6uantit/ c/cle counts an( to s#ecif/ ites for an A4C anal/sis #erfore( at the subinventor/
level.

@ou can also s#ecif/ #lanning inforation an( locators for the ite in its assigne(
subinventories. This inforation is use( to #erfor in?aA #lanning an( re#lenishent
#rocessing at the subinventor/ level.
"n this to#ic: /ou %ill assign an ite to a subinventor/ an( set the iniu an( aAiu or(er
6uantities.
Proced&re
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Ste" 0ction
1. 4egin b/ accessing the Ma,ter Ite% #age.
+. Click the Ite%,: Ma,ter Ite%, link.
4. 2se the Orani3ation, #age to select the a##ro#riate organization.
Ste" 0ction
-. Click the C1 4 Ci,ion O"eration, list ite.
.. Click the O5 button.
or Press 60lt7O8.
!. 2se the Ma,ter Ite% #age to search for an eAisting ite or to create a ne% ite.
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Ste" 0ction
8. Click the ;ind... button.
). 2se the ;ind Ma,ter Ite%, #age to search for eAisting ites.
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Ste" 0ction
or Press 60lt7i8.
1+. 2se the Ma,ter Ite% #age to (efine an( aintain ite attribute inforation.
Ste" 0ction
14. Click the Inventory tab.
1-. Select the Re,trict S&1inventorie, check boA to enable the ite to be assigne( to a
list of subinventories.
Click the Re,trict S&1inventorie, o#tion.
1.. Click the -ool, enu.
or Press 60lt7-8.
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Ste" 0ction
1!. Click the Ite% S&1inventorie, enu.
or Press 6&8.
18. 2se the Ite% S&1inventorie, #age to assign an ite to one or ore subinventories.
Ste" 0ction
1). Click in the S&1inventory fiel(.
&0. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter BStore,B.
&1. 3hen /ou click in the #e,cri"tion fiel(: the ite (escri#tion a##ears autoaticall/.
&&. "f /ou select Min4MaB Plannin= /ou can #erfor iniu an( aAiu
#lanning at the subinventor/ level for the ite.
&+. Click the Min4MaB Plannin o#tion.
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Ste" 0ction
&4. The Min /ty fiel( re#resents the iniu on?han( 6uantit/ at %hich to #lace an
or(er.
Click in the Min /ty fiel(.
&-. 7nter the (esire( inforation into the Min /ty fiel(. 7nter B100B.
&.. The MaB /ty fiel( re#resents the suggeste( aAiu on?han( 6uantit/ to aintain
as on?han( inventor/. An/ or(er #lace( shoul( not force the on?han( 6uantit/ of the
ite to eAcee( this 6uantit/ %ithin this
Click in the MaB /ty fiel(.
&!. 7nter the (esire( inforation into the MaB /ty fiel(. 7nter B500B.
&). @ou have successfull/ assigne( a subinventor/ to an ite.
End o$ Proced&re.
!ssigning $te#s to -ata+ogs
@ou can assign ites to catalogs. 3hen /ou assign an ite to an ite catalog grou#: /ou (efine
values for the (escri#tive eleents that a##l/ to /our ite. =or eAa#le: an ite catalog grou#
calle( 'ug coul( have a (escri#tive eleent calle( 'aterial. Possible values for aterial ight
be glass or ceraic.

"n this to#ic: /ou %ill assign ites to catalogs.
Proced&re
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Ste" 0ction
+. Click the Ite%,: Ma,ter Ite%, link.
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Ste" 0ction
-. Click the C1 4 Ci,ion O"eration, list ite.
or Press 60lt7O8.
!. 2se the Ma,ter Ite% #age to search for an eAisting ite or to create a ne% ite.
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Ste" 0ction
8. Click the ;ind... button.
). 2se the ;ind Ma,ter Ite%, #age to search for eAisting ites.
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Ste" 0ction
11. 7nter the (esire( inforation into the Ite% fiel(. 7nter BM&00B.
1&. 3hen /ou click in the #e,cri"tion fiel(: the ite (escri#tion a##ears autoaticall/.
or Press 60lt7i8.
Ste" 0ction
or Press 60lt7-8.
1.. Click the Catalo enu.
or Press 68.
1!. 2se the Ite% Catalo #age to assign ite catalog (efinitions. 3hen /ou click in the
9a%e fiel(: the #e,cri"tive Ele%ent, for the Catalo <ro&" a##ear autoaticall/.
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Ste" 0ction
18. Click in the Catalo <ro&" fiel(.
1). 7nter the (esire( inforation into the Catalo <ro&" fiel(. 7nter BM&,B.
&1. Click the #e,cri"tion #e$a&lt o#tion.
&&. The value of the (escri#tive eleent is inclu(e( in a concatenation that creates a
catalog?(erive( ite (escri#tion.
&+. The Cal&e of the (escri#tive eleent is inclu(e( in a concatenation that creates a
catalog?(erive( ite (escri#tion.
Click in the Cal&e fiel(.
&4. 7nter the (esire( inforation into the Cal&e fiel(. 7nter BCera%ic M&B.
&-. Click the Save button.
&.. @ou have successfull/ assigne( an ite to a catalog.
End o$ Proced&re.
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Defining $te# *evisions
A revision is a #articular version of an ite: bill: aterial: or routing. @ou use revision control to
track ite 6uantities b/ revision an( to s#ecif/ a revision for each aterial transaction. 7nable
revision control for ites that /ou ust track versions or changes that are significant enough to
track but (o not affect the for: fit: or function of the ite.
@ou cannot change the revision control ite attribute %hen an ite has an on?han( 6uantit/. "f
revision control is enable( at the aster?ite level: then the s/ste checks for the on?han(
6uantit/ against all organizations %ithin the aster ite organization. "f revision control is
enable( at the organization level: the s/ste checks for the on?han( 6uantit/ %ithin the
organization.
"n this to#ic: /ou %ill create an ite revision.
Proced&re
Ste" 0ction
4. Click the Ite%,: Ma,ter ite%, link.
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Ste" 0ction
Ste" 0ction
or Press 60lt7O8.
8. 2se the Ma,ter Ite% #age to search for an eAisting ite or to create a ne% ite.
Page 140
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Ste" 0ction
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Ste" 0ction
1&. 7nter the (esire( inforation into the Ite% fiel(. 7nter B123(5B.
1+. 3hen /ou click in the Ite%, fiel(: the #e,cri"tion a##ears autoaticall/.
Click in the Ite%, fiel(.
or Press 60lt7i8.
Ste" 0ction
1-. Click the Revi,ion, button.
1.. 2se the Ma,ter Ite% #age to enter ite revisions. The first Revi,ion )a1el a##ears
autoaticall/. @ou can o(if/ this as necessar/.
1!. Click in the #e,cri"tion fiel(.
18. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BRevi,ion 0B.
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Ste" 0ction
&0. @ou have successfull/ (efine( an ite revision.
End o$ Proced&re.
!ssigning $te#s to a Subinventor/
@ou can assign ites to a s#ecific subinventor/. Assigning ites to a subinventor/ (oes not
restrict the subinventor/ to that list of ites. "t (oes: ho%ever: restrict ites to that subinventor/.
@ou can al%a/s issue an( receive unrestricte( ites to an/ subinventor/: but /ou can onl/ issue
an( receive restricte( ites to their list of subinventories. @ou activate the list of subinventories
for a restricte( ites b/ selecting the Re,trict S&1inventorie, check boA %hen /ou (efine or
u#(ate an ite.
"n this to#ic: /ou %ill assign an ite to a subinventor/.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the S&1inventorie, S&%%ary #age.
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Ste" 0ction
4. Click the Orani3ation,: S&1inventorie, link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the S&1inventorie, S&%%ary #age to select the subinventor/ to %hich /ou
%ant to assign the ite.
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Ste" 0ction
). Click in the 9a%e fiel(.
10. Click the Ite% / S&1inventory button.
or Press 60lt7I8.
11. 2se the Ite% S&1inventorie, #age to assign a grou# of ites to a #articular
subinventor/.
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Ste" 0ction
1&. Click the 9e: button.
1-. 3hen /ou click in the #e,cri"tion fiel(: the (escri#tion a##ears autoaticall/.
1.. Click the Save button.
1!. @ou have successfull/ assigne( an ite to a subinventor/.
End o$ Proced&re.
Defining "ot ontrol
A lot can re#resent a 6uantit/ of an ite that shares the sae s#ecifications: one or ore recei#ts
fro the sae ven(or: or %hatever /ou choose. @ou can (ivi(e each lot into chil( lots that can
reflect %hatever characteristics /ou choose for ites %ithin the lot. =or eAa#le: /ou a/ (ivi(e
a lot of ites for a ven(or into chil( lots to reflect (ifferences in 6ualit/ s#ecifications. 3hen
/ou allocate stock for #ro(uction: /ou can allocate s#ecific lots to a #ro(uction batch base( on the
#otenc/: age or other ite characteristics. Oracle "nventor/ #rovi(es co#lete lot nuber su##ort
for inventor/ transactions. @ou can enable lot control for s#ecific ites in /our inventor/. =or
ites un(er lot control: /ou can assign lot nubers to each recei#t: an( thereafter reference the
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Training Guide
sae lots each tie /ou #erfor aterial transactions. This enables /ou to have tight control
over lot?controlle( ites in /our inventor/.
@ou ust assign lot nubers %hen /ou receive ites un(er lot control. @ou can also a((
6uantities to eAisting lot nubers an( s#lit an inventor/ recei#t into several lots. Oracle "nventor/
uses the (efault lot generation etho( that /ou entere( in the Organization Paraeters %in(o% to
(eterine lot nubers. @ou also enter the lot #refiA an( starting lot nuber in the "te 'aster
%in(o% %hen /ou create an ite.
3hen /ou issue an ite un(er lot control fro inventor/: /ou ust s#ecif/ a lot nuber for the
ite. @ou can s#ecif/ ore than one lot to cover the transaction 6uantit/. "f /ou atte#t to
transact an ite to or fro an eA#ire( lot: a %arning essage a##ears: but the s/ste (oes not
#revent /ou fro using the lot.
Set u# lot control.
Create a ne% lot.
1ie% lot inforation.
Disable a lot.
Assign lot nubers %ithin transactions.
Define lot action co(es.
1ie% lot genealog/.
Setting 1% Lot -ontro+
4efore /ou can use lot control: /ou ust #erfor the follo%ing setu# activities>
Set u# ite lot control. @ou can establish lot control for an ite %hen /ou (efine it.
7stablish lot nuber uni6ueness. @ou can use the Orani3ation Para%eter, #age to
s#ecif/ %hether lot nubers shoul( be uni6ue for an ite.
7stablish lot eA#iration ;shelf life control: o#tional<. Shelf life is the aount of tie that
an ite can resi(e in inventor/ before it eA#ires.
;O#tional< Deterine %hether to autoaticall/ generate lot nubers. @ou use the
Orani3ation Para%eter, #age to s#ecif/ ho% to generate lot nuber (efaults.
"n this to#ic: /ou %ill create an ite: establish full lot control: an( establish lot eA#iration
control.
Proced&re
Page 147
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Ste" 0ction
Page 148
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Ste" 0ction
or Press 60lt7O8.
8. 2se the Ma,ter Ite% #age to (efine ites. 3hen /ou (efine ites: /ou enter onl/
the inforation /ou nee( to aintain the ite. @ou cannot (efine an ite at the
organization level.
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Ste" 0ction
10. 7nter the (esire( inforation into the Ite% fiel(. 7nter B*7+'10B.
1&. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B)ot4controlled
;ini,2ed <oodB.
or Press 60lt7-8.
or Press 6C8.
1-. 2se the Co"y ;ro% #age to co#/ inforation fro an eAisting ite te#late: an(
overla/ the ite te#late inforation to the ne% ite (efinition.
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Ste" 0ction
or Press 60lt708.
or Press 60lt7#8.
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Ste" 0ction
&0. Click the Inventory tab.
&1. Click the Control list.
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Training Guide
Ste" 0ction
&&. 3hen /ou enable ;&ll Control for an ite: /ou can track inventor/ balances b/ lot
nuber. @ou ust s#ecif/ a lot nuber for issues an( recei#ts. @ou can establish
lot nuber control onl/ if no on?han( 6uantit/ for the ite eAists. "f /ou establish
lot control at the "te 'aster level: then the s/ste checks for on?han( 6uantit/ in
all chil( organizations.
Click the ;&ll Control list ite.
Ste" 0ction
&+. The Startin Pre$iB is the starting #refiA for the lot. 3hen /ou set Lot $uber
,eneration at the ite level in the Orani3ation Para%eter, #age: the s/ste uses
this #refiA %hen /ou (efine a lot nuber for the ite.
Click in the Startin Pre$iB fiel(.
&4. 7nter the (esire( inforation into the Startin Pre$iB fiel(. 7nter B0B.
&-. The Startin 9&%1er fiel( is the starting lot nuber. 3hen /ou select the Lot
$uber ,eneration to At "te Level o#tion in the Orani3ation Para%eter, #age:
the s/ste uses this nuber as the starting lot nuber. 3hen /ou create a((itional
lots for the ite: the s/ste increents each succee(ing lot.
Click in the Startin 9&%1er fiel(.
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Ste" 0ction
&.. 7nter the (esire( inforation into the Startin 9&%1er fiel(. 7nter B0001B.
&!. The Mat&rity #ay, value re#resents the nuber of (a/s a((e( to the lot creation
(ate to (eterine the lot aturit/ (ate. "f /ou (o not enter a nuber: then the
s/ste assues the lot is ature at creation.
Click in the Mat&rity #ay, fiel(.
&8. 7nter the (esire( inforation into the Mat&rity #ay, fiel(. 7nter B2B.
&). The .old #ay, value re#resents the nuber of (a/s a((e( to the lot creating (ate
before /ou can release the lot. "f /ou (o not enter a nuber: the s/ste assues that
/ou can use the lot ie(iatel/.
Click in the .old #ay, fiel(.
+0. 7nter the (esire( inforation into the .old #ay, fiel(. 7nter B0B.
+1. The )ot EB"iration ES2el$ )i$eF Control fiel( governs ho% long ites in a s#ecific
lot reain available. @ou cannot change lot eA#iration control if an/ on?han(
6uantit/ eAists. "f lot eA#iration is controlle( at the "te 'aster level: the s/ste
checks for on?han( 6uantit/ against all chil( organizations.
Click the )ot EB"iration Control list.
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Training Guide
Ste" 0ction
+&. Click the S2el$ li$e day, list ite.
Ste" 0ction
++. The S2el$ )i$e #ay, fiel( re#resents the nuber of (a/s each lot is active. At
recei#t: the s/ste a((s the shelf life (a/s to the (a/s to the s/ste (ate to
(eterine the eA#iration (ate.
Click in the S2el$ )i$e #ay, fiel(.
+4. 7nter the (esire( inforation into the S2el$ )i$e #ay, fiel(. 7nter B+B.
+-. Click the Save button.
+.. @ou have successfull/ set u# lot control.
End o$ Proced&re.
-reating a &e' Lot
2se the Edit Ite% )ot, #age to create ne% lots an( anage eAisting lot inforation.
"n this to#ic: /ou %ill create a ne% lot for an ite.

Proced&re
Page 155
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind )ot,/Ao1, #age.
4. Click the On42and: 0vaila1ility: )ot, link.
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Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind )ot,/Ao1, #age to search for eAisting lots an( to create ne% lots.
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Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the Edit Ite% )ot, #age to generate ne% lots. Onl/ lot controlle( ites can be
selecte(.
Page 158
Training Guide
Ste" 0ction
1&. 7nter the (esire( inforation into the Ite% fiel(. 7nter B*7+'10B.
1+. After /ou enter the ite for %hich /ou %ant to generate the lot: /ou ust click in the
)ot= fiel(. "f /ou (o not click in the )ot fiel(: then the <enerate )ot button (oes
not a##ear.
14. Click in the )ot fiel(.
1-. Click the <enerate )ot button.
or Press 60lt7<8.
1.. Click the Save button.
1!. @ou have successfull/ create( a ne% lot.
End o$ Proced&re.
0ie'ing Lot $nfor#ation
2se the Ite% )ot, #age to vie% lot inforation. @ou can enter search criteria: or leave the search
criteria blank. "f /ou leave the search criteria blank: then the s/ste searches for all lots %ithin
the organization.

"n this to#ic: /ou %ill vie% lot inforation.
Proced&re
Page 159
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Ste" 0ction

4. Click the On42and= 0vaila1ility: )ot, link.
Page 160
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Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind/)ot, Ao1, #age to search for eAisting lots.
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Ste" 0ction
). Click the ;ind button.
or Press 60lt7d8.
10. 2se the Ite% )ot, #age to vie% lot inforation such as lot nuber: ite nuber:
an( lot status.
11. @ou have successfull/ vie%e( lot inforation.
End o$ Proced&re.
Disab+ing a Lot
2se the Ite% )ot, #age to u#(ate the follo%ing inforation>
'aterial Status: if the lot is un(er aterial status control.
,ra(e: if the lot is un(er gra(e control.
Origination (ate.
7A#iration (ate: if the lot is un(er shelf life control.
7A#iration action (ate: if the lot is un(er shelf life control.
Action co(e: if the lot is un(er shelf life control.
*etest (ate.
'aturit/ (ate.
Eol( (ate.
Disable the lot.
"n this to#ic: /ou %ill (isable a lot.
Proced&re
Page 162
Training Guide
Ste" 0ction
4. Click the On42and= 0vaila1ility: )ot, link.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind/)ot, Ao1, #age to search for eAisting lots.
Page 164
Training Guide
Ste" 0ction
or Press 60lt7d8.
1&. 2se the Ite% )ot, #age to u#(ate lot inforation.
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Training Guide
Ste" 0ction
1+. Click the 2ori3ontal scrollbar.
14. Click the #i,a1led o#tion.
1.. @ou have successfull/ (isable( a lot.
End o$ Proced&re.
!ssigning Lot &u#bers 2it"in ,ransactions
@ou can choose lot nubers for the line ite 6uantit/ to issue or receive. @ou can vie% the )ot
Entry #age onl/ if the ite is un(er lot control. "n a((ition: /ou can assign an eAisting lot or
generate a ne% lot for the transaction.
"n this to#ic: /ou %ill #erfor a iscellaneous recei#t of an ite an( assign an eAisting lot to the
transaction.
Proced&re
Page 166
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Mi,cellaneo&, -ran,action #age.
+. Click the Mi,cellaneo&, -ran,action link.
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Ste" 0ction
-. Click the M1 4 Seattle Man&$act&rin list ite.
or Press 60lt7O8.
!. 2se the Mi,cellaneo&, -ran,action #age to #erfor (ifferent t/#es of transactions.
"n this case: /ou are going to receive aterial into a subinventor/.
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Ste" 0ction
8. Click in the -y"e fiel(.
). 7nter the (esire( inforation into the -y"e fiel(. 7nter BMi,cellaneo&, recei"tB.
10. Select the ,eneral Le(ger acco&nt to %hich /ou are going to charge the transaction.
Click in the 0cco&nt fiel(.
11. 7nter the (esire( inforation into the 0cco&nt fiel(. 7nter B0145+0477(0400004
000B.
1&. Click the -ran,action )ine, button.
or Press 60lt7r8.
1+. 2se the Mi,cellaneo&, recei"t #age to enter ite: subinventor/: an( 6uantit/
inforation about the ite that /ou are receiving.
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Training Guide
Ste" 0ction
1-. 7nter the (esire( inforation into the Ite% fiel(. 7nter B*7+'10B.
1.. Click in the S&1inventory fiel(.
1!. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
18. Click in the /&antity fiel(.
1). 7nter the (esire( inforation into the /&antity fiel(. 7nter B*00B.
&0. Click the )ot / Serial button.
or Press 60lt7r8.
&1. 2se the )ot Entry #age to enter lot transaction inforation for ites un(er lot
control. @ou can also use this #age to generate ne% lots.
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Ste" 0ction
&&. Click in the )ot 9&%1er fiel(.
&+. 7nter the (esire( inforation into the )ot 9&%1er fiel(. 7nter BS002(7B.
&4. Click in the /&antity fiel(.
&-. 7nter the (esire( inforation into the /&antity fiel(. 7nter B*00B.
&.. Click the #one button.
or Press 60lt7#8.
&!. @ou have successfull/ assigne( a lot nuber %ithin a transaction.
End o$ Proced&re.
Defining Lot !ction -o)es
Lot action co(es (eterine the action that /ou #erfor on a lot %hen it eA#ires.
"n this to#ic: /ou %ill create a lot action co(e.
Proced&re
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Ste" 0ction
1. 4egin b/ navigating to the Maintain 0ction, #age.
4. Click the 0ction Code, link.
-. 2se the Maintain 0ction, #age to (efine lot eA#iration actions. @ou can assign a lot
action to an ite if /ou select the S2el$ )i$e Control ite attribute on the Ma,ter
Ite% #age. @ou can (eterine a (efault eA#iration action on the Ma,ter Ite% #age:
or assign eA#iration actions on the )ot Ma,ter #age: or %hen /ou transact the ite.
The s/ste (oes not #erfor these actions: but notifies /ou of the action to take on
the lot.
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Ste" 0ction
!. Click in the 0ction fiel(.
8. 7nter the (esire( inforation into the 0ction fiel(. 7nter B#ISCB.
). Click in the #e,cri"tion fiel(.
10. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B#i,cardB.
1&. @ou have successfull/ (efine( a lot action co(e.
End o$ Proced&re.
0ie'ing Lot .enea+og/
Lot genealog/ tracks the relationshi# bet%een lots an( #rovi(es lot traceabilit/ that results fro
inventor/ transactions. This inclu(es all lot s#lits: erges: an( translations.
Lot genealog/ also enables /ou to vie% %here a #articular lot is use(. Consi(er the scenario that
one of /our su##liers infors /ou that the/ su##lie( containate( sugar: %hich nee(s to be
recalle(: an( /ou use( this sugar as an ingre(ient in the #ro(uction of (oughnuts. @ou can use lot
genealog/ to fin( each lot of (oughnuts that contain the containate( lots of sugar.
"n this to#ic: /ou %ill vie% the aterial transactions an( eAisting reservations for a lot.
Proced&re
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Ste" 0ction
1. 4egin b/ navigating the ;ind )ot,/Ao1, #age.
4. Click the )ot, link.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind )ot,/Ao1, #age to search for eAisting lots.
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Ste" 0ction
10. 7nter the (esire( inforation into the Ite% fiel(. 7nter BP-551**B.
or Press 60lt7d8.
1&. 2se the Ite% )ot, #age to select an eAisting lot an( vie% associate( lot inforation.
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Ste" 0ction
1+. Click in the )ot fiel(.
14. Click the Cie: <enealoy button.
or Press 60lt7i8.
1-. 2se the <enealoy #age to vie% the genealog/ of a #articular lot.
1.. The )ot 0ttri1&te, tab contains inforation about the lot.
1!. The Ite% #etail, region contains inforation about the ite.
18. The )ot region contains inforation about the lot.
1). The Oriination region #rovi(es inforation in(icating %here the lot %as create(
an( the t/#es of transaction that /ou use( to receive it in to inventor/. "t also
#rovi(es the (ocuent t/#e that /ou use( to receive it into inventor/.
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Ste" 0ction
&0. Click the Material -ran,action, tab.
&1. 2se the Material -ran,action, tab to vie% inforation regar(ing aterial
transactions.
&&. The -ran,action #etail, region (is#la/s ite transaction inforation such as the
transaction (ate: subinventor/ an( transaction t/#e. "n this to#ic: there %ere t%o
"ntransit Shi#ents: an( a 'iscellaneous recei#t %as #erfore( on the lot.
&+. Click the Re,ervation, button.
or Press 60lt7R8.
&4. 2se the Ite% Re,ervation %in(o% to vie% eAisting reservations for a lot.
&-. @ou have successfull/ vie%e( lot genealog/.
End o$ Proced&re.
Defining Serial ontrol
A serial nuber is an al#hanueric #iece of inforation that /ou assign to an in(ivi(ual unit of
an ite. @ou use serial nubers to track in(ivi(ual ite units. Serial nuber control is a s/ste
techni6ue for enforcing the user of serial nubers (uring a aterial transaction. @ou can use
serial nubers to track ites over %hich /ou %ant to aintain ver/ tight control. One serial
nuber is assigne( #er unit of an ite.
Set u# serial nuber control.
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,enerate serial nubers.
Assign serial nubers.
1ie% serial nuber inforation.
1ie% serial nuber genealog/.
Setting 1% Seria+ &u#ber -ontro+
4efore /ou can use serial nuber control: /ou ust set the ite attributes an( organization
#araeters. @ou establish serial nuber control for an ite %hen /ou (efine it on the Ma,ter
Ite% #age.
"n this to#ic: /ou %ill create an ite an( set the serial control o#tion.
Proced&re
Ste" 0ction
1. 4egin b/ navigating the Ma,ter Ite% #age.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the Ma,ter Ite% #age to create ne% ites.
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Ste" 0ction
1&. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BSerial Controlled
Ite%B.
or Press 60lt7-8.
or Press 6C8.
1-. 2se the Co"y ;ro% #age to co#/ inforation fro an eAisting ite te#late: an(
overla/ the ite inforation in the te#late to the ne% ite (efinition.
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Ste" 0ction
or Press 60lt708.
or Press 60lt7#8.
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Ste" 0ction
&0. Click the Inventory tab.
&1. Click the <eneration list.
&&. 3hen /ou select Prede$ined as the serial control t/#e: /ou ust #re(efine serial
nubers for the ite.
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Ste" 0ction
&+. Click the Prede$ined list ite.
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Ste" 0ction
&4. Click in the Startin Pre$iB fiel(.
&-. 7nter the (esire( inforation into the Startin Pre$iB fiel(. 7nter B00B.
&.. Click in the Startin 9&%1er fiel(.
&!. 7nter the (esire( inforation into the Startin 9&%1er fiel(. 7nter B0000B.
&). Click the Or 0,,in button.
+0. Click the 0,,ined o#tion.
+1. Click the 0,,ined o#tion.
+&. Click the vertical scrollbar.
++. Click the 0,,ined o#tion.
+-. @ou have successfull/ set u# serial nuber control.
End o$ Proced&re.
.enerating Seria+ &u#bers
The #rocess of generating serial nubers (oes not assign serial nubers to units in inventor/: but
reserves s#ecific serial nubers for an ite for later use. 3hen /ou run the serial nuber
generation #rogra an( if /ou have the sae serial #refiA nuber across organizations: the
concurrent #rogra searches across organizations an( generates serial nubers using the highest
start nubers across the organizations.
"n this to#ic: /ou %ill generate serial nubers.
Proced&re
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Ste" 0ction
1. 4egin b/ navigating the <enerate Serial 9&%1er, #age.
4. Click the <enerate Serial 9&%1er, link.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the Sy,te% Ite%, #age to enter the ite for %hich /ou %ant to generate serial
nubers.
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Ste" 0ction
11. Click the O5 button.
or Press 60lt7O8.
1&. 2se the Para%eter, #age to enter the serial 6uantit/ to generate.
1+. Click in the /&antity fiel(.
14. 7nter the (esire( inforation into the /&antity fiel(. 7nter B1000B.
1-. Click the O5 button.
or Press 60lt7O8.
1.. 2se the <enerate Serial 9&%1er, #age to subit the concurrent re6uest to
generate serial nubers.
1!. Click the S&1%it button.
or Press 60lt7%8.
18. Click the 9o button.
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Ste" 0ction
or Press 60lt798.
1). @ou have successfull/ generate( serial nubers.
End o$ Proced&re.
!ssigning Seria+ &u#bers
@ou ust assign serial nubers %henever /ou receive ites un(er serial nuber control into
inventor/. Once /ou assign a serial nuber to an ite: the cobination of the serial nuber an(
the ite is an entit/ kno%n as a serialize( unit. =ro that #oint on%ar(s: the s/ste tracks all
oveents.
"n this to#ic: /ou %ill assign a range of serial nubers to an ite.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind EB"ected Recei"t, #age.
4. Click the -ran,action,: Receivin: Recei"t, link.
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Ste" 0ction
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind EB"ected Recei"t, #age to search for eA#ecte( recei#ts.
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Ste" 0ction
). Click in the Ite% 9&%1er fiel(.
10. 7nter the (esire( inforation into the Ite% 9&%1er fiel(. 7nter B@M57'B.
or Press 60lt7n8.
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Ste" 0ction
1&. Click the Clo,e button.
1+. 2se the Recei"t, #age to enter inforation about /our recei#t such as subinventor/
an( locator inforation.
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Ste" 0ction
14. Click the Select )ine o#tion.
1-. Click the 2ori3ontal scrollbar.
18. Click in the )ocator fiel(.
1). 7nter the (esire( inforation into the )ocator fiel(. 7nter B1.2.2B.
&0. Click the )ot 4 Serial button.
&1. 2se the Serial Entry #age to assign serial nubers to ites u#on recei#t.
Ste" 0ction
&&. Click in the Startin Serial 9&%1er fiel(.
&+. 7nter the (esire( inforation into the Startin Serial 9&%1er fiel(. 7nter B100B.
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Ste" 0ction
&4. 3hen /ou click in the End Serial 9&%1er fiel(: the en( serial nuber a##ears
autoaticall/.
Click in the Endin Serial 9&%1er fiel(.
&-. Click the #one button.
or Press 60lt7#8.
Ste" 0ction
&!. @ou have successfull/ assigne( serial nubers.
End o$ Proced&re.
0ie'ing Seria+ &u#ber $nfor#ation
2se the Serial 9&%1er, #age to u#(ate the su##lier inforation associate( %ith /our serial
nubers. @ou can also vie% all serial nubers create( in /our current organization. "n a((ition:
/ou can vie% the location an( status inforation an( u#(ate su##lier inforation associate( %ith
/our serialize( units.
"n this to#ic: /ou %ill vie% serial nuber inforation.
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Proced&re
Ste" 0ction
1. 4egin b/ navigating the ;ind Serial, #age.
4. Click the Serial 9&%1er, link.
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Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Serial, #age to search for eAisting serial nubers.
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Training Guide
Ste" 0ction
10. 7nter the (esire( inforation into the Ite% fiel(. 7nter B@M57'B.
or Press 60lt7i8.
1+. 2se the Serial 9&%1er, #age to vie% inforation about the serial nuber such as
%here it resi(es.
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Ste" 0ction
14. Click the Serial In$o tab.
1-. The Serial In$o tab contains the serial state: status recei#t (ate: shi# state an(
associate( attributes.
1.. @ou have successfull/ vie%e( serial nuber inforation.
End o$ Proced&re.
0ie'ing Seria+ &u#ber .enea+og/
Serial genealog/ tracks the transaction an( ultilevel co#osition histor/ of a serial?controlle(
ite fro recei#t to custoer sale.
"n this to#ic: /ou %ill vie% the serial nuber genealog/ for an ite.
Proced&re
Page 198
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind Serial, #age.
&. Click the vertical scrollbar.
+. Click the Serial 9&%1er, link.
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Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2ser the ;ind Serial, #age to search for eAisting serial nubers.
Page 200
Training Guide
Ste" 0ction
). 7nter the (esire( inforation into the Ite% fiel(. 7nter B@M57'B.
or Press 60lt7i8.
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Training Guide
Ste" 0ction
1&. Click the vertical scrollbar.
1+. 2se the Serial 9&%1er, #age to access the <enealoy #age. @ou ust select a
serial nuber to vie% the genealog/.
14. Click in the Serial fiel(.
1-. Click the Cie: <enealoy button.
or Press 60lt7i8.
1.. 2se the <enealoy #age to vie% the serial nuber genealog/.
1!. The Ite% #etail, region contains inforation about the ite such as the ite
nuber an( organization %here the ite resi(es.
18. The Serial #etail, region contains inforation about the #articular serial nuber
such as the serial state: an( current serial aterial status.
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Ste" 0ction
1). Click the Material -ran,action, tab.
&0. 2se the Material -ran,action, tab to vie% s#ecific inforation associate( %ith
aterial transactions.
&1. The -ran,action #etail, region (is#la/s ite transaction inforation such as the
transaction (ate: subinventor/: an( transaction t/#e.
&&. @ou have successfull/ vie%e( serial nuber genealog/.
End o$ Proced&re.
Defining !aterial Statu# ontrol
'aterial status control restricts the oveent an( usage of #ortions of on?han( inventor/. 2sing
aterial status control enables /ou to control %hether /ou can #ick or shi# an internal or(er or
sales or(er: or issue aterial for a %ork or(er. @ou can also s#ecif/ %hether aterial nee(s to be
6uarantine( until /ou ins#ect it. "n a((ition: /ou can (eterine %hether #ro(ucts %ith a #articular
status can be reserve(: inclu(e( in available?to?#roise calculations: or nette( in #ro(uction
#lanning. @ou can assign aterial statuses at four levels> subinventor/: locator: lot: an( serial.
@ou assign subinventor/ an( locator statuses in the subinventor/ an( locator %in(o%s. The
location status a##lies to the aterial in the location an( not the location itself. To assign a
aterial status to a lot or serial: /ou ust first enable the ite attributes if Lot Status 7nable(:
an( Serial Status 7nable( on the Ma,ter Ite% #age. @ou can also o#tionall/ assign a (efault lot
or serial status to an ite on the Ma,ter Ite% #age.

3hen /ou receive the ite: the s/ste autoaticall/ assigns the (efault lot or serial status to the
ite. The lot or serial status reains the sae through all inventor/ transactions inclu(ing
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organizational transfers. "f necessar/: /ou can change the aterial status at recei#t: or use the
Material @or>1enc2 or Mo1ile Stat&, !"date #ages to o(if/ the aterial status.
2#on co#letion of this lesson: /ou %ill be able to set u# aterial status control.
Setting 1% (ateria+ Status -ontro+
A aterial status is a cobination of transactions an( #lanning actions that /ou choose to
(isallo% in a #articular circustance.
3hile creating a aterial status (efinition for an iature ite: /ou (o not %ant to allo% ites
in this status to be available to be shi##e( to eAternal custoers. Eo%ever: ites shoul( be
available to internal custoers an( shoul( be able to be transacte( through the su##l/ chain.

"n this to#ic: /ou %ill create an "ature "te aterial status (efinition.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Material Stat&, #e$inition #age.
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Ste" 0ction
4. Click the -ran,action,: Material Stat&, link.
-. 2se the Material Stat&, #e$inition #age to associate allo%e( an( (isallo%e(
transactions. Disallo%e( transactions an( #lanning actions are cuulative. 3hen
/ou set u# transaction t/#es: /ou (eterine %hether soe transactions can be
restricte( b/ aterial status. The transactions for %hich /ou enable status control in
the -ran,action, -y"e, #age a##ear in the Material Stat&, #e$inition #age. "f /ou
(o not enable status control for a transaction t/#e: then the transaction t/#e is al%a/s
allo%e(.
Ste" 0ction
!. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BI%%at&reB.
). 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BI%%at&re %aterial
,tat&, not availa1le $or c&,to%er ,aleB.
10. Select the Incl&de in 0-P check boA to inclu(e all aterial in this status for all
;available?to?#roise< ATP calculations.
Click the Incl&de in 0-P o#tion.
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Ste" 0ction
11. Select the 9etta1le check boA to aterial in this status for all nettable calculations.
Click the 9etta1le o#tion.
1&. Select the S&1inventory check boA to enable /ou to assign this status at the
subinventor/ level.
Click the S&1inventory o#tion.
1+. Select the )ocator check boA to assign this status at the locator level.
Click the )ocator o#tion.
14. Select the )ot E<F check boA to assign this status at the lot level.
Click the )ot E<F o#tion.
1-. The On4.and o#tion in(icates that the checking of the aterial status is inclu(e( in
the aterial status (efinition.
1.. Click the Per$or% %i,cellaneo&, i,,&e o$ %aterial list ite.
1!. Click the JE0F button to ove the transaction fro the Allo%e( Transactions
colun to the Disallo%e( Transactions colun.
Click the JE0F button.
or Press 60lt708.
18. The (ata for the reaining ro%s has been a((e( for /ou to save tie.
&0. @ou have successfull/ set u# aterial status control.
End o$ Proced&re.
Defining Tran#action Setup
A transaction is an ite oveent into: %ithin: or out of inventor/. A transaction changes the
6uantit/: location: #lanning res#onsibilit/: or cost of an ite. Oracle "nventor/ su##orts a nuber
of #re(efine( an( user?(efine( transaction t/#es. 7ver/ aterial oveent has a corres#on(ing
set of accounting transactions that Oracle "nventor/ autoaticall/ generates. All transactions
vali(ate the various controls ;revision: locator: lot: (ual unit of easure: an( serial nuber< that
/ou enable for /our ites. @ou ust set certain controls an( o#tions before /ou can #erfor
inventor/ transactions.

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Define account aliases.
Define transaction t/#es.
Define transaction reasons.
Define consu#tion transaction rules.
Defining !ccount !+iases
An account alias is an easil/ recognize( nae or label that re#resents a general le(ger account
nuber. @ou can vie%: re#ort an( reserve against an account alias. During a transaction: /ou can
reference the account alias rather than the account nuber.
"n this to#ic: /ou %ill create a iscellaneous account alias.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the 0cco&nt 0lia,e, #age.
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Training Guide
Ste" 0ction
4. Click the 0cco&nt 0lia,e, link.
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Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the 0cco&nt 0lia,e, #age to create ,L accounts for inventor/ account aliases.
@ou ust create an inventor/ account alias if /ou %ant to use an alias for that ,L
account in inventor/ transactions.
10. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BMISCE))09EO!SB.
1&. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BMi,cellaneo&,
0cco&ntB.
1+. This is the general le(ger account to %hich /ou %ill charge all transactions that use
this account alias. @ou can change this account onl/ if the account alias has not been
reference(.
Click in the 0cco&nt fiel(.
14. 7nter the (esire( inforation into the 0cco&nt fiel(. 7nter B0141104*100400004
000B.
1.. @ou have successfull/ (efine( an account alias.
End o$ Proced&re.
Defining ,ransaction ,/%es
A transaction t/#e is the cobination of a transaction source t/#e an( a transaction action. "t is
use( to classif/ a #articular transaction for re#orting an( 6uer/ing #ur#oses. Oracle "nventor/
also uses transaction t/#es to i(entif/ certain transactions to be inclu(e( in the historical usage
calculations for A4C anal/sis or forecasting.
"n this to#ic: /ou %ill create a transaction t/#e.
Proced&re
Page 209
Training Guide
Ste" 0ction
1. 4egin b/ navigating the -ran,action -y"e, #age.
+. Click the Set&": -ran,action,: -y"e, link.
4. 2se the -ran,action -y"e, #age to (efine a((itional transaction t/#es to custoize
transaction entr/. A user?(efine( transaction t/#e is a cobination of a user?(efine(
transaction source t/#e an( a #re(efine( transaction action.
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Ste" 0ction
-. Click the !,er tab.
8. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BI,,&e to C2arityB.
10. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter BI,,&e to <ood:illB.
11. Click in the So&rce -y"e fiel(.
1&. 7nter the (esire( inforation into the So&rce -y"e fiel(. 7nter BC2arityB.
1+. Click in the 0ction fiel(.
14. 7nter the (esire( inforation into the 0ction fiel(. 7nter BI,,&e $ro% ,tore,B.
1-. Click the 2ori3ontal scrollbar.
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Training Guide
Ste" 0ction
1.. Select the Stat&, Control check boA to enable aterial status control for this
transaction t/#e.
Click the Stat&, Control o#tion.
18. @ou have successfull/ (efine( a transaction t/#e.
End o$ Proced&re.
Defining ,ransaction *easons
A transaction reason is a stan(ar( %a/ to classif/ or eA#lain the reason for a transaction.
Consi(er this scenario> @ou have a #ick sli# that re6uires /ou to #ick aterial fro a locator.
There is not enough aterial in the locator for the #ick. Subse6uentl/: %hen /ou #ick the aterial
fro the locator: it (oes not satisf/ /our re6uireent. @ou nee( a transaction reason to 9ustif/
%h/ /ou (i( not eet the re6uireent.

"n this to#ic: /ou %ill create a transaction reason.
Proced&re
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Training Guide
Ste" 0ction
1. 4egin b/ navigating to the -ran,action Rea,on, #age.
4. Click the Set&": -ran,action,: Rea,on, link.
-. 2se the -ran,action Rea,on, #age to (efine transaction eAce#tions. Transaction
reasons can be use( in all (eskto# transaction #ages an( obile #ages. @ou can use
transaction reasons %ith an/ aterial transaction t/#e.
Ste" 0ction
8. 7nter the (esire( inforation into the 9a%e fiel(. 7nter B!nderB.
10. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B!nder "ic> d&e to
inventory ,2ortaeB.
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Ste" 0ction
1&. @ou have successfull/ (efine( a transaction reason.
End o$ Proced&re.
Defining -onsu#%tion ,ransaction *u+es
2se the Con,&%"tion Set !" #age to (esignate %hich transaction to use %hen /ou are
consuing consigne( or ven(or?anage( inventor/. @ou can ake /our rules as generic or
s#ecific as /ou like.
"n this to#ic: /ou %ill create a consu#tion transaction rule base( on a subinventor/ transfer.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Con,&%"tion Set !" #age.
4. Click the Con,ined/CMI Con,&%"tion link.
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Ste" 0ction
-. 2se the Con,&%"tion Set !" #age to (esignate %hich transaction to use %hen /ou
consue consigne( or ven(or?anage( inventor/.
Ste" 0ction
!. Click in the -ran,action -y"e fiel(.
8. 7nter the (esire( inforation into the -ran,action -y"e fiel(. 7nter BS&1inventory
-ran,$erB.
). 7nter a @ei2t value to set the #rocessing or(er. =or eAa#le: if three transactions
satisf/ the transaction criteria: then the s/ste #rocesses the transaction %ith the
highest %eight.
Click in the @ei2t fiel(.
10. 7nter the (esire( inforation into the @ei2t fiel(. 7nter B2B.
11. Click in the Orani3ation fiel(.
1&. 7nter the (esire( inforation into the Orani3ation fiel(. 7nter BM2B.
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Ste" 0ction
1+. Click the Con,&%e Con,ined o#tion.
14. Click in the O:nin Party fiel(.
1-. 7nter the (esire( inforation into the O:nin Party fiel(. 7nter B<ood:ay4S09
;R09CISCOB.
1.. Click in the ;ro% S&1inventory fiel(.
1!. 7nter the (esire( inforation into the ;ro% S&1inventory fiel(. 7nter B;<IB.
18. Click the 2ori3ontal scrollbar.
1). Click in the -o S&1inventory fiel(.
&0. 7nter the (esire( inforation into the -o S&1inventory fiel(. 7nter B;<IB.
&1. Click in the Ite% fiel(.
&&. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S5(+++B.
&4. @ou have successfull/ (efine( consu#tion transaction rules.
End o$ Proced&re.
$erforming Tran#action#
A transaction is an ite oveent into: %ithin: or out of inventor/. A transaction changes the
6uantit/: location: #lanning res#onsibilit/: an( cost of an ite.
Oracle "nventor/ su##orts a nuber of #re(efine( an( user?(efine( transaction t/#es. 7ver/
aterial oveent has a corres#on(ing set of accounting transactions that Oracle "nventor/
autoaticall/ generates. All transactions vali(ate the various controls ;revisions: locator: lot
nuber: serial nuber: an( secon(ar/ unit of easure< that /ou enable for ites.
1ie% #otential shortages.
1ie% #en(ing transactions.
1ie% aterial transactions.
Transfer (irectl/ bet%een organizations.
Transfer consigne( an( 1'" aterial.
Transfer bet%een subinventories.
Transfer bet%een organizations using intransit #rocesses.
Perfor #lanning transfer transactions.
Perfor iscellaneous transactions.
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1ie% transaction suaries.
0ie'ing Potentia+ S"ortages
A aterial shortage occurs %henever unsatisfie( (ean( eAcee(s available 6uantit/ for incoing
su##l/.

"n this to#ic: /ou %ill vie% #otential shortages.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Potential S2ortae, #age.
4. Click the Cie: Potential S2ortae link.
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Ste" 0ction
or Press 60lt7O8.
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Training Guide
Ste" 0ction
). 7nter the (esire( inforation into the Ite% fiel(. 7nter BCM**372B.
or Press 60lt7i8.
11. 2se the Cie: Potential S2ortae, #age to vie% a suar/ of the #otential
shortage. The suar/ inclu(es the #e%and -y"e ;9ob sche(ule or or(er<:
Identi$ier ;9ob nuber or or(er nuber<: an( /&antity.
Ste" 0ction
1&. Click the S&""ly/#e%and button.
or Press 60lt7S8.
1+. 2se the S&""ly/#e%and #etail #age to vie% su##l/ an( (ean( (etails. The
(etails inclu(e the available 6uantit/ an( %here the (ean( originate(.
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Training Guide
Ste" 0ction
14. Click the ;ile enu.
or Press 60lt7;8.
1-. Click the Clo,e ;or% enu.
or Press 6C8.
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Training Guide
Ste" 0ction
1.. Click the #etail, button.
or Press 60lt7#8.
1!. 2se the Cie: #i,crete Ao1, #age to vie% the (etails about the (iscrete 9ob that is
causing the (ean( shortage.
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Training Guide
Ste" 0ction
18. Click the ;ile enu.
or Press 60lt7;8.
1). Click the Clo,e ;or% enu.
or Press 6C8.
&0. @ou have successfull/ vie%e( #otential shortages.
End o$ Proced&re.
0ie'ing Pen)ing ,ransactions
2se the Pendin -ran,action, #age to vie%: e(it: an( correct #en(ing transactions before
vali(ation.
"n this to#ic: /ou %ill vie% a #en(ing ove or(er transaction.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Pendin -ran,action, #age.
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Training Guide
Ste" 0ction
+. Click the Pendin -ran,action, link.
Ste" 0ction
or Press 60lt7O8.
!. 2se the ;ind Pendin -ran,action, #age to search for #en(ing transactions.
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Training Guide
Ste" 0ction
8. Click in the -ran,action -y"e fiel(.
). 7nter the (esire( inforation into the -ran,action -y"e fiel(. 7nter BMove Order
-ran,$erB.
or Press 60lt7i8.
11. 2se the Pendin -ran,action, #age to vie% all #en(ing transactions. 2se it to vie%
inforation about the ite: transaction 6uantit/: transaction source: an( so on.
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Training Guide
Ste" 0ction
1&. Click the )ot / Serial button.
or Press 60lt7o8.
1+. 2se the -ran,action )ot, #age to vie% lot inforation for a #en(ing lot transaction.
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Training Guide
Ste" 0ction
14. Click the Serial button.
or Press 60lt7r8.
1-. 2se the Serial 9&%1er, #age to vie% serial inforation for a #en(ing serial
transaction.
1.. @ou have successfull/ vie%e( #en(ing transactions.
End o$ Proced&re.
0ie'ing (ateria+ ,ransactions
@ou can vie% the (etails associate( %ith inventor/ transactions base( on a cobination of search
criteria.
"n this to#ic: /ou %ill vie% aterial transactions for a s#ecific ite.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Material -ran,action, #age.
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Training Guide
Ste" 0ction
+. Click the Material -ran,action, link.
Ste" 0ction
or Press 60lt7O8.
!. 2se the ;ind Material -ran,action, #age to enter /our aterial transaction search
criteria. @ou can search base( on a cobination of fiel(s.
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Training Guide
Ste" 0ction
8. Click in the ;ro% #ate: -ran,action #ate, fiel(.
). 7nter the (esire( inforation into the ;ro% #ate: -ran,action #ate, fiel(. 7nter
B014A0942007 00:00:00B.
or Press 60lt7i8.
1+. 2se the Material -ran,action, #age to access other ite relate( tabs.
14. 2se the )ocation tab to vie% %here the ite currentl/ resi(es: an( other ite
inforation such as %hether the ite is consigne( an( 1'".
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Training Guide
Ste" 0ction
1-. Click the Intran,it tab.
1.. The Intran,it tab (is#la/s the ite: shi#ent nuber: %a/bill: an( air nuber:
freight co(e: container 6uantit/: an( transaction t/#e inforation.
1!. Click in the Ite% fiel(.
18. Click the Rea,on= Re$erence tab.
1). The Rea,on= Re$erence tab (is#la/s the reason for the transaction: error co(e:
coste( in(icator: su##lier lot: source co(e: source line "D: an( transaction t/#e
inforation.
&0. Click the -ran,action I# tab.
&1. The -ran,action I# tab (is#la/s the ite an( transaction inforation.
&&. Click the -ran,action -y"e tab.
&+. The -ran,action -y"e tab (is#la/s the ite: transaction source t/#e: an( other
transaction inforation.
&4. Click the Con,&%"tion 0dvice tab.
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Training Guide
Ste" 0ction
&-. The Con,&%"tion 0dvice tab (is#la/s the consigne( an( ven(or?anage(
inforation.
&.. Click in the Ite% fiel(.
&!. Click the #i,tri1&tion, button.
or Press 60lt718.
&8. 2se the Material -ran,action #i,tri1&tion, #age to vie% (etaile( inforation
about the transactions.
&). 2se the 0cco&nt tab to vie% the account inforation associate( %ith the
transaction: transaction value: an( transaction t/#e.
Ste" 0ction
+0. Click in the -ran,action #ate fiel(.
+1. Click the )ocation tab.
+&. The )ocation tab (is#la/s the transaction location (etails inclu(ing the o#eration
inforation: if a##licable.
++. The -y"e tab (is#la/s the transaction t/#e inforation.
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Training Guide
Ste" 0ction
+4. The C&rrency tab (is#la/s the currenc/ inforation an( the conversion rate: if
a##licable.
+-. @ou have successfull/ vie%e( aterial transactions.
End o$ Proced&re.
,ransferring Direct+/ 3et'een Organiations
2se (irect inter?organization transfers to ove inventor/ (irectl/ fro a shi##ing organization to
a (estination organization. There is no intere(iar/ ste# %hen /ou #erfor a (irect inter?
organization transfer.
"n this to#ic: /ou %ill transfer an ite (irectl/ to another organization.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Inter4orani3ation -ran,$er #age.
+. Click the Inter4orani3ation -ran,$er link.
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Ste" 0ction
or Press 60lt7O8.
!. 2se the Inter4orani3ation -ran,$er #age to enter inforation about the
organization to %hich /ou are shi##ing. @ou can onl/ enter vali( organizations that
/ou (efine( on the S2i""in 9et:or>, #age. 2se this #age to enter both (irect
interorganization transfers an( intransit shi#ents.
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Training Guide
Ste" 0ction
8. Click in the -o Or fiel(.
). 7nter the (esire( inforation into the -o Or fiel(. 7nter BB2B.
10. 7nter a value in the -y"e fiel( to select the t/#e of shi#ent.
Click in the -y"e fiel(.
11. 7nter the (esire( inforation into the -y"e fiel(. 7nter B#irect Or -ran,$erB.
or Press 60lt7r8.
1+. 2se the #irect Or -ran,$er #age to enter inforation about ites that /ou transfer
bet%een organizations. @ou enter the shi##ing subinventor/ an( o#tionall/ the
(estination subinventor/.
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Training Guide
Ste" 0ction
1-. 7nter the (esire( inforation into the Ite% fiel(. 7nter BCM11222B.
1!. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter BStore,B.
18. Click in the -o S&1inv fiel(.
1). 7nter the (esire( inforation into the -o S&1inv fiel(. 7nter BCon,inedB.
&0. Click the 2ori3ontal scrollbar.
&&. 7nter the (esire( inforation into the /&antity fiel(. 7nter B15B.
&+. Click the )ot / Serial button.
or Press 60lt7r8.
&4. 2se the )ot Entry #age to enter the lot nubers %hen /ou transfer lots. @ou can
generate ne% lots or transfer eAisting lots.
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Training Guide
Ste" 0ction
&-. Click in the )ot 9&%1er fiel(.
&.. 7nter the (esire( inforation into the )ot 9&%1er fiel(. 7nter BS002*+B.
&!. Click in the /&antity fiel(.
&8. 7nter the (esire( inforation into the /&antity fiel(. 7nter B15B.
&). Click the #one button.
or Press 60lt7#8.
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Training Guide
Ste" 0ction
+1. @ou have successfull/ transferre( (irectl/ bet%een organizations.
End o$ Proced&re.
,ransferring -onsigne) an) 0($ (ateria+
2se the Con,ined -ran,action, #age to transfer o%nershi# of consigne( inventor/. @ou can
transfer o%nershi# of consigne( aterial to or fro a su##lier.
"n this to#ic: /ou %ill transfer o%nershi# fro a su##lier to regular stock.
Proced&re
Page 236
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Con,ined -ran,action, #age.
+. Click the Con,ined -ran,action, link.
Page 237
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the Con,ined -ran,action, #age to select the -y"e of o%nershi# transfer that
/ou %oul( like to #erfor. @ou can transfer o%nershi# fro a su##lier ;-ran,$er
to Re&lar< or to a su##lier ;-ran,$er to Con,ined<.
Page 238
Training Guide
Ste" 0ction
). 7nter the (esire( inforation into the -y"e fiel(. 7nter B-ran,$er to Re&larB.
10. Click the -ran,action )ine, button.
or Press 60lt7r8.
11. 2se the -ran,$er to Re&lar #age to transfer aterial to general stock.
@ou ust revie% the availabilit/ fiel(s before /ou transfer the ite. The available
6uantit/ is the 6uantit/ on han( inus all reservations for the ite.
Page 239
Training Guide
Ste" 0ction
1+. 7nter the (esire( inforation into the Ite% fiel(. 7nter BCM**275B.
14. Click in the S&1inventory fiel(.
1-. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter BRIPB.
1.. Click in the O:nin Party fiel(.
1!. 7nter the (esire( inforation into the O:nin Party fiel(. 7nter BPitt,1&r2
Electronic, 4 BridevilleB.
1). Click in the /&antity fiel(.
&&. @ou have successfull/ transferre( consigne( an( 1'" aterial.
End o$ Proced&re.
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Training Guide
,ransferring 3et'een Subinventories
2se the S&1inventorie, -ran,$er, #age to transfer aterial %ithin /our current organization
bet%een subinventories: or bet%een t%o locators %ithin the sae subinventor/.

"n this to#ic: /ou %ill transfer an ite bet%een t%o subinventories.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the S&1inventory -ran,$er, #age.
+. Click the S&1inventory -ran,$er link.
Page 241
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the S&1inventory -ran,$er, #age to select the t/#e of subinventor/ transfer to
#erfor. O#tions are Subinventor/ Transfer an( 4ackflush Transfer.
3hen /ou transfer bet%een subinventories: /ou can transfer fro asset to eA#ense
subinventories: an( tracke( to non?tracke( subinventories. "f an ite has a restricte(
list of subinventories: /ou can transfer the ite fro an( to subinventories on that
list. @ou can use user?(efine( transaction t/#es %hen /ou #erfor a subinventor/
transfer.
Page 242
Training Guide
Ste" 0ction
). 7nter the (esire( inforation into the -y"e fiel(. 7nter BS&1inventory -ran,$erB.
or Press 60lt7r8.
11. 2se the S&1inventory -ran,$er #age to enter the fro an( to subinventor/
inforation. O#tionall/: /ou can enter a transaction reason on this #age. "f the ite
is un(er lot control: /ou can enter the lot inforation (irectl/ on this #age: or /ou
can access the )ot Entry #age fro this #age as %ell. "f the ite is un(er serial
control: /ou can access the Serial Entry #age fro this #age.
Page 243
Training Guide
Ste" 0ction
1+. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
1-. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
1.. Click in the /&antity fiel(.
1!. 7nter the (esire( inforation into the /&antity fiel(. 7nter B15B.
18. Click in the -o S&1inv fiel(.
1). 7nter the (esire( inforation into the -o S&1inv fiel(. 7nter BStore,B.
&1. @ou have successfull/ transferre( an ite bet%een subinventories.
End o$ Proced&re.
,ransferring 3et'een Organiations 1sing $ntransit Processes
2se intransit shi#ents %hen the trans#ortation tie bet%een organizations is significant.
"n this to#ic: /ou %ill transfer an ite to another organization using an intransit #rocess.
Page 244
Training Guide
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Inter4orani3ation -ran,$er #age.
+. Click the Inter4orani3ation -ran,$er link.
Page 245
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the Inter4orani3ation -ran,$er #age to enter inforation about the
organization to %hich /ou are shi##ing. @ou can onl/ enter vali( organizations that
/ou (efine( on the S2i""in 9et:or>, #age.
Page 246
Training Guide
Ste" 0ction
8. Click in the -o Or fiel(.
). 7nter the (esire( inforation into the -o Or fiel(. 7nter BBo,ton
Man&$act&rinB.
11. 7nter the (esire( inforation into the -y"e fiel(. 7nter BIntran,it S2i"%entB.
1&. Click in the 9&%1er fiel(.
1+. 7nter the (esire( inforation into the 9&%1er fiel(. 7nter B(5*7B.
or Press 60lt7r8.
1-. 2se the Intran,it S2i"%ent #age to enter inforation about the ite. 7nter the
shi##ing subinventor/: an( o#tionall/ enter the (estination subinventor/ if /ou
kno% it at the tie of shi#ent.
Page 247
Training Guide
Ste" 0ction
1.. Click in the Ite% fiel(.
1!. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
1). 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
&0. Click in the -o S&1inv fiel(.
&1. 7nter the (esire( inforation into the -o S&1inv fiel(. 7nter BStore,B.
&&. Click the 2ori3ontal scrollbar.
&+. Click in the /&antity fiel(.
&.. @ou have successfull/ transferre( inventor/ bet%een organizations using intransit
#rocesses.
End o$ Proced&re.
Page 248
Training Guide
Perfor#ing P+anning ,ransfer ,ransactions
1en(or anage( inventor/ is a #rocureent an( #lanning #ractice in %hich /ou (elegate ke/
inventor/ anageent functions to one or ore su##liers. 2n(er this agreeent: the su##lier
(eterines the ites: 6uantities: an( (eliver/ sche(ules on /our behalf base( on inforation that
the su##lier receives fro /our inventor/ an( #rocureent s/stes.
"n this to#ic: /ou %ill #erfor a #lanning transfer transaction.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Plannin -ran,$er #age.
+. Click the Plannin -ran,$er link.
Page 249
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the Plannin -ran,$er #age to create #lanning transfers Planning transfers
enable /ou to assue the #lanning res#onsibilit/ fro the su##lier. This transaction
(oes not ove goo(s: but changes the #lanning organization fro the su##lier site to
the internal organization that hol(s the goo(s.
After /ou #erfor a #lanning transfer an( run the collection #rocess: /our su##lier
can no longer see the transferre( 6uantit/ in the on?han( 6uantit/ colun.
Page 250
Training Guide
Ste" 0ction
or Press 60lt7r8.
). 2se the Plannin -ran,$er #age to enter inforation about the ven(or?anage(
inventor/ to issue or receive.
Page 251
Training Guide
Ste" 0ction
11. 7nter the (esire( inforation into the Ite% fiel(. 7nter BCM**273B.
1&. This is the subinventor/ %here the ven(or anage( inventor/ resi(es.
1+. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter BCon,inCenB.
14. The Plannin Party fiel( in(icates fro %ho /ou %ill take over the #lanning
res#onsibilit/.
Click in the Plannin Party fiel(.
1-. 7nter the (esire( inforation into the Plannin Party fiel(. 7nter BPitt,1&r2
Electronic,4 BRI#<ECI))EB.
1.. Click in the !OM fiel(.
1!. 7nter the (esire( inforation into the !OM fiel(. 7nter BB<B.
1). 7nter the (esire( inforation into the /&antity fiel(. 7nter B2B.
&1. @ou have successfull/ #erfore( a #lanning transfer transaction.
End o$ Proced&re.
Perfor#ing (isce++aneous ,ransactions
'iscellaneous transactions enable /ou to issue aterial to in(ivi(uals or #ro9ects that are not in
inventor/: receiving: or %ork in #rocess.
"n this to#ic: /ou %ill #erfor a iscellaneous recei#t of an ite.
Proced&re
Page 252
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Mi,cellaneo&, -ran,action #age.
+. Click the Mi,cellaneo&, -ran,action link.
Page 253
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the Mi,cellaneo&, -ran,action #age to enter transactions that /ou norall/ (o
not #rocess in (a/?to?(a/ business o#erations. These coul( inclu(e a research an(
(evelo#ent grou# or an accounting (e#artent. @ou can also ake anual
a(9ustents to the general inventor/ b/ receiving aterial fro one account to
inventor/: an( then issuing that aterial fro inventor/ to another account.
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Training Guide
Ste" 0ction
). 7nter the (esire( inforation into the -y"e fiel(. 7nter BMi,cellaneo&, recei"tB.
10. Click in the 0cco&nt fiel(.
11. The 0cco&nt fiel( re#resents the general le(ger account to %hich /ou are going to
charge the transaction.
7nter the (esire( inforation into the 0cco&nt fiel(. 7nter B0145+0477(0400004
000B.
or Press 60lt7r8.
1+. 2se the Mi,cellaneo&, recei"t #age to receive stock into inventor/.
Page 255
Training Guide
Ste" 0ction
1-. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S5(+++B.
1.. Click in the ,&1inventory fiel(.
1!. 7nter the (esire( inforation into the ,&1inventory fiel(. 7nter BStore,B.
1). 7nter the (esire( inforation into the /&antity fiel(. 7nter B100B.
&1. @ou have successfull/ #erfore( a iscellaneous recei#t transaction.
End o$ Proced&re.
0ie'ing ,ransaction Su##aries
@ou can vie% transaction suaries for ites transacte( %ithin a s#ecifie( (ate range. @ou can
use search criteria to further narro% the focus of the inforation suarize(. @ou can use this
inforation for in#ut: out#ut: an( transaction histor/ anal/sis.
"n this to#ic: /ou %ill vie% the transaction histor/ for an ite.
Proced&re
Page 256
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the S&%%ari3e -ran,action, #age.
+. Click the -ran,action S&%%arie, link.
Page 257
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the S&%%ari3e -ran,action, #age to enter transaction search criteria.
Page 258
Training Guide
Ste" 0ction
8. The current s/ste (ate an( ties a##ear: but /ou can over%rite these values.
Click in the ;ro% #ate: -ran,action #ate, fiel(.
). Eighlight the beginning (ate.
Press 6Bac>,"ace8.
10. 7nter the (esire( inforation into the ;ro% #ate: -ran,action #ate, fiel(. 7nter
B014M0G4200' 00:00:00B.
1&. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S5(+++B.
1+. Click the S&%%ari3e button.
or Press 60lt7i8.
14. 2se the -ran,action S&%%arie, #age to vie% transaction inforation for the
selecte( #erio(.
1-. The S&1inventory tab (is#la/s transaction subinventor/ inforation: net 6uantit/:
net value: an( net volue.
Page 259
Training Guide
Ste" 0ction
1.. Click the S&1inventory= )ocator tab.
1!. 2se the S&1inventory= )ocator tab to vie% subinventor/ an( locator transaction
histor/.
18. Click the So&rce -y"e tab.
1). 2se the So&rce -y"e tab to vie% the transaction source t/#e.
&0. Click the -ran,action -y"e tab.
&1. 2se the -ran,action -y"e tab to vie% the transaction t/#e inforation.
&&. Click the 0ction tab.
&+. 2se the 0ction tab to vie% the transaction action.
&4. Click the So&rce / -ran,action -y"e tab.
&-. 2se the So&rce / -ran,action -y"e tab to vie% the transaction source an(
transaction t/#e inforation.
&.. Click the Ri2t button.
Page 260
Training Guide
Ste" 0ction
&!. Click the Co,t <ro&" enu.
&8. 2se the Co,t <ro&" tab to grou# cost grou# inforation.
Page 261
Training Guide
Ste" 0ction
&). Click the S&1inventory= Co,t <ro&" tab.
+0. 2se the S&1inventory= Co,t <ro&" tab to vie% subinventor/ an( cost grou#
inforation.
+1. @ou have successfull/ vie%e( transaction suaries.
End o$ Proced&re.
!anaging On %and &uantitie# and Item 'vaila(ility
On?han( 6uantit/ is the #h/sical 6uantit/ that resi(es in /our subinventor/. =or eAa#le: the
4ulk subinventor/ has 1000 ites that resi(e in it. Therefore: the on?han( 6uantit/ for the 4ulk
subinventor/ is 1000.
A reservation is a link bet%een a su##l/ source an( a (ean( source. A reservation creates a
#eranent (ate link bet%een a su##l/ source an( a (ean( source an( re#resents a guarantee(
allotent of aterial to a s#ecifie( (ean( source. "te reservations #revent the allocation of
aterial /ou #reviousl/ set asi(e for a sales or(er account: account alias inventor/ allotent:
user?(efine( source: #rocess batch co#onents: or aintenance an( re#air overhaul %ork or(er
co#onents.
Availabilit/ F on?han( 6uantit/ G reservations F #en(ing transactions.
1ie% on?han( 6uantities.
1ie% ite su##l/ an( (ean( inforation.
1ie% ite availabilit/.
1ie% attribute inforation.
2#(ate a gra(e.
Perfor a status u#(ate.
Perfor a ass ove.
Perfor a ass issue.
Create a reservation.
1ie% aterial status inforation.
0ie'ing $te# 4uantities in *eceiving
2se the Material @or>1enc2 #age to vie% aterial in receiving: on?han( 6uantities an(
inboun( aterial.
"n this to#ic: /ou %ill vie% ite 6uantities in receiving.
Proced&re
Page 262
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the /&ery Material #age.
4. Click the On42and /&antity link.
Page 263
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the /&ery Material #age to search for aterial. @ou can vie% aterial %ithin
/our organization or across organizations.
@ou can search for three t/#es of aterial>
C On 2and> 'aterial resi(es in a storage location.
C Receivin> 'aterial resi(es in a receiving subinventor/ an( cannot be counte( as
on?han( 6uantit/.
C In1o&nd> 'aterial is in?route to the %arehouse.
Page 264
Training Guide
Ste" 0ction
). Click in the /&ery fiel(.
10. Click the On42and o#tion.
11. Click the Receivin o#tion.
or Press 60lt7n8.
1+. The Material @or>1enc2 #age contains t%o #anes> Cie: By an( /&antity. @ou
(eterine the inforation that a##ears on the Cie: By #ane %hen /ou select a vie%
o#tion on the ;ind /&ery #age. The aterial location o#tion that /ou select (ictates
%hich vie%ing o#tion the inforation the Material @or>1enc2 #age (is#la/s.
3hen /ou 1ie% b/ *eceiving: /ou can onl/ vie% b/ location.
14. The 'aterial 3orkbench tree sho%s the (ifferent t/#es of inventor/. "t lists each
t/#e of aterial location as a (ifferent no(e un(er an organization. The inforation
un(er each aterial location t/#e (iffers. 3hen /ou vie% aterial in a receiving
location: /ou can see aterial in receiving subinventories %ithin the organization.
1-. As /ou navigate through the tree structure: the inforation in the /&antity #ane
changes. The 5uantit/ #ane suarizes the aterial inforation at the neAt lo%er
level fro the current tree no(e. =or eAa#le: if /ou select: the to#?level
Organizations no(e: then the 5uantit/ #ane suarizes the inforation for each
organization. "f /ou select a #articular organization: then the 5uantit/ #ane (is#la/s
inforation for the subinventories of the organization.
Page 265
Training Guide
Ste" 0ction
1.. Click the Orani3ation, tree ite.
1!. Click the M1 tree ite.
18. Click the Receivin tree ite.
1). 1ie% a((itional ite inforation b/ clicking the horizontal scrollbar.
Click the 2ori3ontal scrollbar.
&0. @ou can vie% the #riar/ 2O': an( the 6uantit/ currentl/ in receiving.
&1. @ou have successfull/ vie%e( ite 6uantities in receiving.
End o$ Proced&re.
0ie'ing $te# Su%%+/ an) De#an) $nfor#ation
2se the ;ind S&""ly/#e%and #etail #age to vie% the su##l/ an( (ean( inforation: an( the
current an( #ro9ecte( available 6uantities of an ite.
"n this to#ic: /ou %ill vie% su##l/ an( (ean( inforation.
Proced&re
Page 266
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind S&""ly #e%and Ite% #age.
4. Click the Ite% S&""ly/#e%and link.
Page 267
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind S&""ly #e%and Ite% #age to enter the ite for %hich /ou %ant to
revie% the su##l/ an( (ean( histor/.
@ou can vie% the su##l/ an( (ean( inforation for all subinventories: ATP
subinventories: or net subinventories.
Page 268
Training Guide
Ste" 0ction
or Press 60lt7i8.
1&. 2se the S&""ly #e%and #etail #age to vie% the su##l/ an( (ean( inforation
such the t/#e: i(entifier: an( 6uantit/.
1+. @ou have successfull/ vie%e( ite su##l/ an( (ean( inforation.
End o$ Proced&re.
0ie'ing $te# !vai+abi+it/
2se the Material @or>1enc2 #age to vie% ite availabilit/.
"n this to#ic: /ou %ill vie% ite availabilit/.
Proced&re
Page 269
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Material @or>1enc2 #age.
Page 270
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the /&ery Material #age to enter the search criteria %hich (eterines the
inforation that /ou vie% on the Material @or>1enc2 #age.
Page 271
Training Guide
Ste" 0ction
). Click in the Ite% / Revi,ion fiel(.
10. 7nter the (esire( inforation into the Ite% / Revi,ion fiel(. 7nter B0S1+'(7B.
or Press 60lt7n8.
1&. 2se the Material @or>1enc2 #age to vie% %here aterial is locate( in /our
organization.
Page 272
Training Guide
Ste" 0ction
1+. Click the 0vaila1ility button.
or Press 60lt7i8.
14. 2se the 0vaila1ility #age to vie% the ite availabilit/. @ou can vie% the total
6uantit/: the nuber /ou can reserve: an( the nuber /ou can transact. These
nubers a/ (iffer base( on eAisting reservations an( aterial status control.
1-. "n this eAa#le: note the total 6uantit/: the nuber /ou can reserve: an( the nuber
/ou can transact. These nubers a/ (iffer base( on eAisting reservations an(
aterial status control.
1.. @ou have successfull/ vie%e( ite availabilit/.
End o$ Proced&re.
0ie'ing !ttribute $nfor#ation
2se the Material @or>1enc2 #age to vie% the attributes of a #articular lot or serial nuber.
"n this to#ic: /ou %ill vie% lot attributes.
Proced&re
Page 273
Training Guide
Ste" 0ction
&. Click the vertical scrollbar.
+. Click the On42and /&antity link.
Page 274
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the /&ery Material #age to enter the search criteria that (eterines %hat
a##ears on the Material @or>1enc2 #age.
Page 275
Training Guide
Ste" 0ction
8. Click the Cie: By list.
Page 276
Training Guide
Ste" 0ction
). Click the )ot list ite.
Ste" 0ction
10. Click in the Ite% / Revi,ion fiel(.
11. 7nter the (esire( inforation into the Ite% / Revi,ion fiel(. 7nter BCM11222B.
or Press 60lt7n8.
1+. The Material @or>1enc2 #age #rovi(es /ou %ith inforation about the aterial in
/our organization.
Page 277
Training Guide
Ste" 0ction
14. Click the Orani3ation, tree ite.
1-. Click the M1 tree ite.
1.. Click the S002+* tree ite.
1!. Click the 0ttri1&te, button.
or Press 60lt708.
18. The 0ttri1&te, #age (is#la/s the lot fleAfiel( attribute inforation as %ell as lot
categories.
Page 278
Training Guide
Ste" 0ction
1). Click in the 0ttri1&te fiel(.
&0. @ou have successfull/ vie%e( attribute inforation.
End o$ Proced&re.
1%)ating a .ra)e
2se the Material @or>1enc2 #age to u#(ate the gra(e of a lot an( gra(e?controlle( ite.
"n this to#ic: /ou %ill u#(ate a gra(e.
Proced&re
Page 279
Training Guide
Ste" 0ction
Page 280
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the /&ery Material #age to enter search criteria that (eterines %hat a##ears
on the Material @or>1enc2 #age.
Page 281
Training Guide
Ste" 0ction
). To u#(ate the gra(e of a lot: /ou ust vie% b/ gra(e.
Click the Cie: By list.
Page 282
Training Guide
Ste" 0ction
10. Click the <rade list ite.
Ste" 0ction
11. Click in the Ite% / Revi,ion fiel(.
1&. 7nter the (esire( inforation into the Ite% / Revi,ion fiel(. 7nter BStra:1errie,B.
or Press 60lt7n8.
1-. 2se the Material @or>1enc2 #age to vie% ites in /our organization. 3hen /ou
vie% b/ gra(e: /ou can see all of the ites in /our organization un(er lot an( gra(e
control.
Page 283
Training Guide
Ste" 0ction
1.. Click the <rade tree ite.
1!. Click the B tree ite.
18. Click the M1 tree ite.
1). Click the Stra:1errie, tree ite.
&0. Click the S002+7 tree ite.
&1. Click the -ool, enu.
or Press 60lt7-8.
&&. Click the <rade !"date enu.
or Press 6<8.
&+. 2se the <rade !"date #etail, #age to u#(ate the gra(e of a lot. @ou enter the ne%
gra(e an( the reason for the change. 3hen /ou change the gra(e: it changes the
gra(e for the entire lot.
Page 284
Training Guide
Ste" 0ction
&4. Click in the -o <rade fiel(.
&-. 7nter the (esire( inforation into the -o <rade fiel(. 7nter B0B.
&.. 7nter the (esire( inforation into the Rea,on fiel(. 7nter BIn,"ectedB.
&!. Click the !"date button.
or Press 60lt7!8.
or Press 60lt7O8.
&). @ou have successfull/ u#(ate( a gra(e.
End o$ Proced&re.
Perfor#ing a Status 1%)ate
2se the Stat&, !"date #etail, #age to u#(ate aterial status (etails.
"n this to#ic: /ou %ill u#(ate a status.
Proced&re
Page 285
Training Guide
Ste" 0ction
Page 286
Training Guide
Ste" 0ction
or Press 60lt7O8.
Page 287
Training Guide
Ste" 0ction
10. 2se the Material @or>1enc2 #age to vie% inforation about the aterial in /our
organization.
Page 288
Training Guide
Ste" 0ction
11. Click the Orani3ation tree ite.
1&. Click the M1 tree ite.
1+. Click the On42and tree ite.
14. Click the #e$ective tree ite.
or Press 60lt7-8.
1.. Click the Stat&, !"date enu.
or Press 6S8.
1!. 2se the Stat&, !"date #etail, #age to change the aterial status control for the
subinventor/: lot: locator: or serial. "f /ou (o not enable lot control or serial control
for the ite: /ou cannot u#(ate the lot or serial status. "f the subinventor/ is not
un(er locator control: /ou cannot u#(ate the locator status.
Page 289
Training Guide
Ste" 0ction
18. The Stat&, fiel( re#resents the aterial status that /ou %ant to a##l/ to the
subinventor/. 3hen /ou a##l/ the change: the transactions that a##l/ to this
aterial status %ill a##l/ to this subinventor/.
Click in the Stat&, fiel(.
1). 7nter the (esire( inforation into the Stat&, fiel(. 7nter B/&arantineB.
&0. The Rea,on fiel( is the transaction reason that in(icates %h/ /ou %ant to a##l/ the
aterial status change.
Click in the Rea,on fiel(.
&1. 7nter the (esire( inforation into the Rea,on fiel(. 7nter BIn,"ectedB.
&&. Click the !"date button.
or Press 60lt7!8.
&+. Click the O5 button.
or Press 60lt7O8.
&4. @ou have successfull/ #erfore( a status u#(ate.
End o$ Proced&re.
Perfor#ing a (ass (ove
2se the Material @or>1enc2 #age to ass ove the entire 6uantit/ of an ite fro one
subinventor/ to another subinventor/.
"n this to#ic: /ou %ill #erfor a ass ove.
Proced&re
Page 290
Training Guide
Ste" 0ction
Page 291
Training Guide
Ste" 0ction
or Press 60lt7O8.
Page 292
Training Guide
Ste" 0ction
). Click in the Ite% / Revi,ion fiel(.
or Press 60lt7n8.
11. 2se the Material @or>1enc2 #age to vie% the inforation about the aterial in
/our organization.
Page 293
Training Guide
Ste" 0ction
1&. Click the Orani3ation, tree ite.
1+. Click the Orani3ation, tree ite.
14. Click the M1 tree ite.
1-. Click the On42and tree ite.
1.. Click the ;<I tree ite.
1!. Click the 0S1+'(7 tree ite.
or Press 60lt7-8.
1). Click the Ma,, Move enu.
or Press 6o8.
&0. 2se the #e,tination #etail, #age to enter the (estination subinventor/ inforation.
Page 294
Training Guide
Ste" 0ction
&1. Click in the S&1inventory fiel(.
&&. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter BStore,B.
&+. Click the O5 button.
or Press 60lt7O8.
or Press 60lt7O8.
&-. 2se the Move Order, #age to a##rove the ass ove. A ove or(er is a foral
re6uest for the oveent of aterial %ithin a single organization.
Page 295
Training Guide
Ste" 0ction
&.. Click the 0""rove button.
or Press 60lt708.
&!. @ou have successfull/ #erfore( a ass ove.
End o$ Proced&re.
Perfor#ing a (ass $ssue
@ou can use the Material @or>1enc2 #age to generate a ove or(er to ass issue the entire
6uantit/ of an ite out of a subinventor/.
"n this to#ic: /ou %ill ass issue an ite out of inventor/.
Proced&re
Page 296
Training Guide
Ste" 0ction
Page 297
Training Guide
Ste" 0ction
or Press 60lt7O8.
Page 298
Training Guide
Ste" 0ction
or Press 60lt7n8.
Page 299
Training Guide
Ste" 0ction
10. Click the ?P'001 cell.
or Press 60lt7-8.
1&. Click the Ma,, I,,&e enu.
or Press 6I8.
1+. 2se the #e,tination #etail, #age to enter the ,L account to %hich /ou %ant to
charge the issue.
Ste" 0ction
14. Click in the 0cco&nt fiel(.
1-. 7nter the (esire( inforation into the 0cco&nt fiel(. 7nter B0145+0477(0400004
000B.
1.. Click the O5 button.
or Press 60lt7O8.
Page 300
Training Guide
Ste" 0ction
1!. Click the O5 button.
or Press 60lt7O8.
18. 2se the Move Order, #age to a##rove the re6uisition that the ass issue create(.
Ste" 0ction
1). $otice that the #riar/ 6uantit/ a##ears autoaticall/.
Click the 0""rove button.
or Press 60lt708.
&0. @ou have successfull/ #erfore( a ass issue.
End o$ Proced&re.
-reating *eservations
A reservation is a link bet%een a su##l/ source an( a (ean( source. @ou use the Ite%
Re,ervation #age to create a #eranent link bet%een a su##l/ source an( a (ean( source. The
reservation re#resents a guarantee( allotent of aterial to a s#ecifie( (ean( source.
"n this to#ic: /ou %ill create a reservation for a sales or(er.
Proced&re
Page 301
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind Re,ervation, #age.
4. Click the Re,ervation, link.
Page 302
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Re,ervation, #age to search for eAisting reservations. @ou also use
this #age to create a ne% reservation.
Page 303
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the Ite% Re,ervation, #age to create ne% reservations. "te reservations
#revent the allocation of aterial that /ou #reviousl/ set asi(e for a sales or(er: or
other sources. @ou cannot create reservations against ites %ith a non?reservable
aterial status. "n a((ition: /ou cannot create a reservation that causes a negative
on?han( 6uantit/.
Page 304
Training Guide
Ste" 0ction
11. Click in the Sale, Order fiel(.
1&. 7nter the (esire( inforation into the #e%and .eader fiel(. 7nter
B*(*0+.MiBed.OR#ER E9-RGB.
1+. Click in the )ine fiel(.
14. 7nter the (esire( inforation into the #e%and )ine fiel(. 7nter B1.1B.
1-. 3hen /ou click in the Orani3ation fiel(: the sales or(er inforation a##ears
autoaticall/.
1.. Click in the Orani3ation fiel(.
1!. Click in the /&antity fiel(.
18. 7nter the (esire( inforation into the Re,ervation /&antity fiel(. 7nter B30B.
1). Click the S&""ly tab.
Page 305
Training Guide
Ste" 0ction
&0. @ou can create reservations for (ifferent su##l/ t/#es such as on?han( inventor/:
#urchase or(ers: internal re6uisitions: an( other sources. "f /ou create reservations
against on?han( inventor/: /ou can create t%o t/#es of reservations>
C .i24level: *eservations contain inforation about the ite an( the organization.
C )o:4level: *eservations contain ore (etaile( inforation about the ite such as
the revision: lot: subinventor/: serial: an( locator.
&1. @ou can create a uni6ue nae to i(entif/ the reservation.
Click in the 9a%e fiel(.
&&. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BSale, Order *(*0+B.
&4. @ou have successfull/ create( a reservation.
End o$ Proced&re.
0ie'ing (ateria+ Status $nfor#ation
@ou can use the Material @or>1enc2 #age to vie% aterial status inforation.
"n this to#ic: /ou %ill vie% the aterial status for a subinventor/.
Proced&re
Page 306
Training Guide
Ste" 0ction
Page 307
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the /&ery Material #age to enter the search criteria %hich (eterines the
inforation that a##ears on the Material @or>1enc2 #age.
Page 308
Training Guide
Ste" 0ction
or Press 60lt7n8.
10. 2se the Material @or>1enc2 #age to vie% inforation about aterial in /our
organization.
Page 309
Training Guide
Ste" 0ction
11. Click the Orani3ation tree ite.
1&. Click the M1 tree ite.
1+. Click an entr/ in the On42and tree control.
14. Click the ;<I tree ite.
1-. Click the Stat&, button.
or Press 60lt7S8.
1.. 2se the E$$ective Stat&, #age to vie% the aterial status for the subinventor/:
locator: lot: or serial. @ou can vie% the effective status onl/ for on?han( 6uantit/.
Ste" 0ction
1!. Click in the S&1inventory Stat&, fiel(.
18. @ou have successfull/ vie%e( aterial status inforation.
End o$ Proced&re.
Page 310
Training Guide
U#ing !ove Order#
'ove or(ers are foral re6uests for the oveent of aterial %ithin an organization. 'ove
or(ers enable #lanners an( facilit/ anagers to re6uest the oveent of aterial %ithin a
%arehouse or facilit/ such as re#lenishent: aterial shortage relocations: an( 6ualit/ han(ling.
@ou can generate ove or(ers either anuall/ or autoaticall/ (e#en(ing on the source t/#e that
/ou use.
Define #ick sli#?grou#ing rules.
,enerate ove or(er re6uisitions.
Allocate an( transact ove or(ers.
Defining Pick S+i% .rou%ing *u+es
@ou can create #ick sli# grou#ing rules to organize ho% #icking lines for release( sales or(ers
an( anufacturing tasks are grou#e( on #ick sli#s.
"n this to#ic: /ou %ill create a #ick sli# grou#ing rule base( on an or(er nuber an( a custoer.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Pic> Sli" <ro&"in R&le, #age.
Page 311
Training Guide
Ste" 0ction
4. Click the Set&": Pic> Sli" <ro&"in link.
-. 2se the Pic> Sli" <ro&"in R&le, #age to create rules to organize ho% #icking
lines for release( sales or(ers an( anufacturing tasks are grou#e( on a #ick sli#.
Ste" 0ction
.. Click in the R&le 9a%e fiel(.
!. 7nter the (esire( inforation into the R&le 9a%e fiel(. 7nter BOrder Pic>B.
8. 3hen /ou select this check boA: all ites %ith the sae or(er nuber are assigne(
to the sae #ick sli# nuber.
). Click the Order 9&%1er o#tion.
10. 3hen /ou select this check boA: or(ers for this custoer are assigne( to the sae
#ick sli# nuber.
11. Click the C&,to%er o#tion.
1&. Click the Save button.
Page 312
Training Guide
Ste" 0ction
1+. @ou have successfull/ (efine( a #ick sli# grou#ing rule.
End o$ Proced&re.
.enerating (ove Or)er *e5uisitions
2se the Move Order, #age to anuall/ create ne% ove or(ers.
"n this to#ic: /ou %ill generate a ove or(er re6uisition.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Move Order, #age.
Page 313
Training Guide
Ste" 0ction
or Press 60lt7O8.
!. 2se the Move Order, #age to anuall/ generate ove or(er re6uisitions.
Page 314
Training Guide
Ste" 0ction
8. Click in the 9&%1er fiel(.
). 7nter the (esire( inforation into the 9&%1er fiel(. 7nter B123(B.
11. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B-ran,$er to
StainB.
1&. Click in the -ran,action -y"e fiel(.
1+. 7nter the (esire( inforation into the -ran,action -y"e fiel(. 7nter BMove Order
-ran,$erB.
14. Click in the So&rce S&1inv fiel(.
1-. 7nter the (esire( inforation into the So&rce S&1inv fiel(. 7nter B;<IB.
1.. Click in the #e,tination S&1inv fiel(.
1!. 7nter the (esire( inforation into the #e,tination S&1inv fiel(. 7nter BStain1B.
1). 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S10000B.
Page 315
Training Guide
Ste" 0ction
&0. "f /ou entere( a -ran,action -y"e: a So&rce S&1inventory: or a #e,tination
S&1inventory in the #e$a&lt alternative region: this inforation a##ears
autoaticall/ %hen /ou click in the -ran,action -y"e fiel(.
&1. Click in the -ran,action -y"e fiel(.
&&. Click the On .and button.
or Press 60lt7O8.
Ste" 0ction
&+. Click the 0vaila1ility button.
or Press 60lt7i8.
&4. 2se the 0vaila1ility #age to verif/ that /ou have enough aterial in /our
subinventor/ to generate /our ove or(er re6uisition.
Page 316
Training Guide
Ste" 0ction
&-. Click the Clo,e enu.
or Press 60lt748.
Page 317
Training Guide
Ste" 0ction
&.. Click the Clo,e enu.
or Press 60lt748.
Ste" 0ction
&!. Click the 2ori3ontal scrollbar.
&8. Click in the Pri%ary /&antity fiel(.
&). 7nter the (esire( inforation into the Pri%ary /&antity fiel(. 7nter B15B.
+0. Click the So&rce tab.
+1. 2se the So&rce tab to enter the source subinventor/ inforation if /ou (i( not enter
it in the #e$a&lt alternative region. @ou can also enter the lot an( locator
inforation: if (esire(.
+&. Click the #e,tination tab.
++. 2se the #e,tination tab to enter the (estination subinventor/ inforation if /ou (i(
not enter it in the #e$a&lt alternative region.
+4. Click the 0""rove button.
Page 318
Training Guide
Ste" 0ction
or Press 60lt708.
+-. @ou have successfull/ generate( a ove or(er re6uisition.
End o$ Proced&re.
!++ocating an) ,ransacting (ove Or)ers
After a ove or(er has been a##rove(: /ou ust allocate the ove or(er lines an( then transact
the ove or(er to co#lete the transfer of ites to the (estination subinventor/ or account.
"n this to#ic: /ou %ill allocate an( transact a ove or(er.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind Move Order )ine, #age.
4. Click the -ran,act Move Order, link.
Page 319
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Move Order )ine, #age to fin( the ove or(ers that /ou nee( to transact.
Page 320
Training Guide
Ste" 0ction
). Click in the 9&%1er, fiel(.
10. 7nter the (esire( inforation into the 9&%1er, fiel(. 7nter B12(2B.
or Press 60lt7i8.
1&. 2se the -ran,act Move Order, #age to allocate an( transact entire ove or(ers:
an( to vie% ove or(er inforation.
Page 321
Training Guide
Ste" 0ction
1+. Click the Select o#tion.
14. Click the Cie:/!"date 0llocation, button.
or Press 60lt7!8.
1-. 2se the -ran,act Move Order )ine 0llocation, #age to vie% inforation about
in(ivi(ual lines on /our ove or(ers. @ou can vie% the ite an( subinventor/
inforation: the re6ueste( 6uantit/: an( the allocate( 6uantit/. @ou can also transact
the ove or(er line fro this #age.
Page 322
Training Guide
Ste" 0ction
1.. Click the Select 0vaila1le Inventory button.
or Click the Select 0vaila1le Inventory button.
1!. 2se the Select 0vaila1le Inventory #age to vie% the available inventor/ that eets
the (ean( that the ove or(er re6uires.
Page 323
Training Guide
Ste" 0ction
18. Click in the Selected -ran,action /ty fiel(.
1). 7nter the (esire( inforation into the Selected -ran,action /ty fiel(. 7nter B1B.
&0. Click the #one button.
or Press 60lt7n8.
Page 324
Training Guide
Ste" 0ction
&1. Click the -ran,act button.
or Press 60lt7n8.
Page 325
Training Guide
Ste" 0ction
&&. Click the O5 button.
or Press 60lt7O8.
&+. @ou have successfull/ allocate( an( transacte( ove or(ers.
End o$ Proced&re.
Defining $lanning and Repleni#)ment
Defining Planning an( *e#lenishent involves ans%ering t%o 6uestions> 3hen shoul( /ou #lace
a ne% or(er: an( ho% uch shoul( /our or(erH
2#on co#letion of this lesson: /ou %ill be able to (o>
7nter an( reloa( ite safet/ stocks.
7nter an( #rocess re#lenishent counts.
Purge re#lenishent counts.
Define kanban #ull se6uences.
Define kanban car(s.
,enerate kanban car(s.
*e#lenish kanban car(s.
Print kanban car(s.
Suarize (ean( (etails.
6ntering an) *e+oa)ing $te# Safet/ Stocks
2se the Enter Ite% Sa$ety Stoc> #age to enter the floor or base level of inventor/ fro %hich
Oracle "nventor/ #erfors all #lanning. "n other %or(s: the ite is #lanne( as if the safet/ stock
6uantit/ for the #erio( is the zero inventor/ balance of the ite. This ensures that the safet/ stock
6uantit/ reains in inventor/ to cover an/ fluctuations in (ean(.
"n this to#ic: /ou %ill set the safet/ stock 6uantit/ for ite AS-4888 for -00.
Proced&re
Page 326
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind Ite% Sa$ety Stoc>, #age.
4. Click the Plannin: Sa$ety Stoc>, link.
Page 327
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Ite% Sa$ety Stoc>, #age to search for eAisting safet/ stock
inforation: or to enter ne% safet/ stock inforation.
Page 328
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the enter Ite% Sa$ety Stoc>, #age to enter safet/ stock.
Page 329
Training Guide
Ste" 0ction
1+. Click in the E$$ective #ate fiel(.
14. 7nter the (esire( inforation into the E$$ective #ate fiel(. 7nter B0340PR4200+B.
1-. Click in the /&antity fiel(.
1.. 7nter the (esire( inforation into the /&antity fiel(. 7nter B500B.
18. @ou have successfull/ entere( an( reloa(e( ite safet/ stocks.
End o$ Proced&re.
6ntering an) Processing *e%+enis"#ent -ounts
@ou can enter counts to re#lenish subinventories. @ou can s#ecif/ ho% the subinventories are
re#lenishe( b/ (eterining ho% re6uisitions are generate(.
"n this to#ic: /ou %ill generate a re#lenishent count.
Proced&re
Page 330
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the ;ind Re"leni,2%ent Co&nt .eader, #age.
4. Click the Co&nt, link.
Page 331
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind Re"leni,2%ent Co&nt .eader, #age to create ne% re#lenishent
counts.
Page 332
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the Re"leni,2%ent Co&nt .eader, #age to generate re6uisitions or ove
or(ers to re#lenish inventor/. @ou enter the nae of the re#lenishent: an( the
subinventor/ to be re#lenishe(. The sourcing inforation is #ulle( fro
inforation that /ou #reviousl/ s#ecifie(.
Page 333
Training Guide
Ste" 0ction
1&. 7nter the (esire( inforation into the 9a%e fiel(. 7nter B;inre"lenB.
1+. Click in the S&1inventory fiel(.
14. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;inoodB.
1-. @ou ust click another fiel( for the #e$a&lt Ite%, an( #e$a&lt )ine, buttons to be
enable(.
1.. Click in the #e$a&lt #eliver -o fiel(.
1!. Click the )ine, button.
or Press 60lt7i8.
18. 2se the Re"leni,2%ent Co&nt )ine, #age to enter ite an( 6uantit/ inforation
for /our re#lenishent count.
Page 334
Training Guide
Ste" 0ction
1).
Click in the Ite% fiel(.
&0. 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S5(+++B.
&&. 7nter the (esire( inforation into the /&antity fiel(. 7nter B75B.
&+. Click the Clo,e button.
Page 335
Training Guide
Ste" 0ction
&4. Click the Proce,, and Re"ort button.
or Press 60lt7c8.
&-. Click the O5 button.
or Press 60lt7O8.
&.. @ou have successfull/ entere( an( #rocesse( re#lenishent counts.
End o$ Proced&re.
Purging *e%+enis"#ent -ounts
2se the P&re Re"leni,2%ent Co&nt, #age to #urge ol( re#lenishent counts.
"n this to#ic: /ou %ill #urge a re#lenishent count.
Proced&re
Page 336
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the P&re Re"leni,2%ent Co&nt, #age.
4. Click the Re"leni,2%ent Co&nt,: P&re link.
Page 337
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Para%eter, #age to enter the #rocessing o(e an( count nae: an( to
in(icate if /ou %oul( like to #urge a re#lenishent that (i( not #rocess (ue to
error.
Page 338
Training Guide
Ste" 0ction
). Click in the Proce,,in Mode fiel(.
10. 7nter the (esire( inforation into the Proce,,in Mode fiel(. 7nter BConc&rrent
"roce,,inB.
11. Click in the Co&nt 9a%e fiel(.
1&. 7nter the (esire( inforation into the Co&nt 9a%e fiel(. 7nter Bre"lenD$inB.
1+. Click in the #elete Errored Co&nt, fiel(.
14. 7nter the (esire( inforation into the #elete Errored Co&nt, fiel(. 7nter BGe,B.
or Press 60lt7O8.
1.. 2se the P&re Re"leni,2%ent Co&nt, #age to subit the concurrent re6uest.
or Press 60lt7%8.
18. Click the Ge, button.
or Press 60lt7G8.
Page 339
Training Guide
Ste" 0ction
1). @ou have successfull/ #urge( re#lenishent counts.
End o$ Proced&re.
Defining 7anban Pu++ Se5uences
A #ull se6uence is a grou# of inforation that (efines a kanban location source inforation an
#lanning #araeters for an ite.
"n this to#ic: /ou %ill (efine a kanban #ull se6uence.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the P&ll SeH&ence S&%%ary #age.
4. Click the 5an1an: P&ll SeH&ence, link.
Page 340
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind P&ll SeH&ence #age to search for eAisting #ull se6uences or to create
ne% #ull se6uences.
Page 341
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the P&ll SeH&ence S&%%ary #age to (efine a kanban #ull se6uence.
Page 342
Training Guide
Ste" 0ction
1+. The So&rce -y"e is the aterial re#lenishent source.
14. Click the So&rce -y"e list.
Ste" 0ction
1-. Click the Intra Or list ite.
Page 343
Training Guide
Ste" 0ction
1.. This is the subinventor/ location to re#lenish.
1). Click in the So&rce S&1inventory fiel(.
&0. 7nter the (esire( inforation into the So&rce S&1inventory fiel(. 7nter BStore,B.
&1. Click the 5an1an tab.
&&. Click in the 9&%1er o$ Card, fiel(.
&+. 7nter the (esire( inforation into the 9&%1er o$ Card, fiel(. 7nter B10B.
&-. @ou have successfull/ (efine( kanban #ull se6uences.
End o$ Proced&re.
Page 344
Training Guide
Defining 7anban -ar)s
@ou can vie%: (efine: an( u#(ate kanban car(s in the 5an1an Card, S&%%ary #age. @ou can
also autoaticall/ generate kanban car(s %ith the ,enerate 8anban Car(s #rocess.

"n this to#ic: /ou %ill (efine a kanban car(.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind 5an1an Card, #age.
4. Click the 5an1an: 5an1an Card, link.
Page 345
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind 5an1an Card, #age to fin( eAisting kanban car(s or to create ne%
kanban car(s.
Page 346
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the 5an1an Card, S&%%ary #age to vie%: (efine: an( u#(ate kanban car(s.
Page 347
Training Guide
Ste" 0ction
14. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter BStore,B.
1-. "f /ou select the Re"leni,2a1le check boA: then /ou can reuse the kanban car(.
1.. Click the Re"leni,2a1le o#tion.
1!. Click the So&rce tab.
18. Click the So&rce -y"e list.
Ste" 0ction
1). Click the Intra Or list ite.
Page 348
Training Guide
Ste" 0ction
&0. Click the 2ori3ontal scrollbar.
&&. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
&4. @ou have successfull/ (efine( a kanban car(.
End o$ Proced&re.
.enerating 7anban -ar)s
2se the <enerate 5an1an Card, #age to generate kanban car(s.
"n this to#ic: /ou %ill generate kanban car(s.
Proced&re
Page 349
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the <enerate 5an1an Card, #age.
4. Click the 5an1an: <enerate 5an1an Card, link.
Page 350
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Sy,te% Ite%, #age to enter the ite for %hich /ou %ant to generate kanban
car(s.
Page 351
Training Guide
Ste" 0ction
). Click in the Ite%: )o: fiel(.
10. 7nter the (esire( inforation into the Ite%: )o: fiel(. 7nter B0S5(+++B.
or Press 60lt7O8.
1&. 2se the Para%eter, #age to restrict kanban car( generation to s#ecific search
criteria.
14. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
1-. Click in the So&rce -y"e fiel(.
1.. 7nter the (esire( inforation into the So&rce -y"e fiel(. 7nter BIntra OrB.
or Press 60lt7O8.
18. Click the S&1%it button.
or Press 60lt7%8.
Page 352
Training Guide
Ste" 0ction
1). Click the 9o button.
or Press 60lt798.
&0. @ou have successfull/ generate( kanban car(s.
End o$ Proced&re.
*e%+enis"ing 7anban -ar)s
3hen a kanban car( is e#t/: /ou can re#lenish it s/steaticall/. This %ill change the car(
status to e#t/ an( trigger the necessar/ transactions to refill the kanban. @ou can ho%ever:
trigger kanban re#lenishent anuall/.
"n this to#ic: /ou %ill anuall/ trigger kanban re#lenishent.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind 5an1an Card, #age.
Page 353
Training Guide
Ste" 0ction
4. Click the 5an1an: 5an1an Card, link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind 5an1an Card, #age to search for eAisting kanban car(s.
Page 354
Training Guide
Ste" 0ction
or Press 60lt7i8.
1&. 2se the 5an1an Card, S&%%ary #age to (efine an( re#lenish kanban car(s.
Page 355
Training Guide
Ste" 0ction
1+. Click the Re"leni,2 button.
or Press 60lt7R8.
14. @ou have successfull/ re#lenishe( kanban car(s.
End o$ Proced&re.
Printing 7anban -ar)s
2se the Print 5an1an Card, #age to batch #rint kanban car(s %ith the car( status of Active an(
Eol(.
"n this to#ic: /ou %ill #rint kanban car(s.
Proced&re
Page 356
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Print 5an1an Card, #age.
4. Click the 5an1an: Print 5an1an Card, link.
Page 357
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Para%eter, #age to restrict the #araeters for %hich /ou %ant to #rint
kanban car(s.
). The Created ;ro% an( -o (ates (efault to the s/ste (ate: but /ou can change
these values.
Page 358
Training Guide
Ste" 0ction
1&. Click in the So&rce -y"e fiel(.
1+. 7nter the (esire( inforation into the So&rce -y"e fiel(. 7nter BS&""lierB.
or Press 60lt7O8.
1-. 2se the Print 5an1an Card, #age to subit /our re6uest to #rint kanban car(s.
1.. Click the S&1%it button.
or Press 60lt7%8.
1!. Click the 9o button.
or Press 60lt798.
18. @ou have successfull/ #rinte( kanban car(s.
End o$ Proced&re.
Page 359
Training Guide
Su##ariing De#an) Detai+s
2se the #e%and .i,tory #age to (is#la/ the (ean( histor/ b/ ite an( b/ (ate.
"n this to#ic: /ou %ill vie% the (ean( (etails for an ite.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the ;ind #e%and .i,tory Ite%, #age.
4. Click the Plannin: #e%and .i,tory link.
Page 360
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the ;ind #e%and .i,tory Ite%, #age to enter search criteria to 6uer/ ites
for %hich /ou %ant to suarize (ean(.
). 3hen /ou click the Ite%, fiel(: the Sy,te% Ite%, #age a##ears autoaticall/ an(
#ro#ts /ou to enter the ite inforation.
Page 361
Training Guide
Ste" 0ction
10. Click in the Ite%, fiel(.
11. Click in the Ite%: )o: fiel(.
1&. 7nter the (esire( inforation into the Ite%: )o: fiel(. 7nter B0S1+'(7B.
1+. 3hen /ou click the Ite%: .i2 fiel(: the ite inforation that /ou entere( in the
Ite%: )o: fiel( a##ears autoaticall/. @ou can o(if/ this as necessar/.
14. Click in the Ite%: .i2 fiel(.
or Press 60lt7O8.
1.. Click the ;ind button.
or Press 60lt7i8.
1!. 2se the #e%and .i,tory Ite%, #age to (eterine the bucket size for (ean(
histor/ suarization. "f /ou %ant to vie% the (ean( histor/ b/ (a/: %eek: an( b/
onth: /ou ust co#ile each bucket t/#e.
18. "f /ou choose to co#ile b/ #erio(: the s/ste co#iles b/ anufacturing calen(ar
#erio(s. "t co#iles for the #ast &.0 #reviousl/ onthl/ #erio(s. The t/#e of
#erio( is (eterine( b/ the organization calen(ar that /ou (efine( in the #e$ine
Calendar #age.
Page 362
Training Guide
Ste" 0ction
1). Click the .i,tory 1 button.
or Press 60lt7,8.
&0. The #e%and .i,tory #age (is#la/s the (ean( histor/ b/ ite an( b/ (ate. "t
sho%s the sales or(er shi#ents: interorganization transfers: iscellaneous issues:
an( issues to 3"P.
&1. @ou have successfull/ suarize( (ean( (etails.
End o$ Proced&re.
U#ing o#t 'ccounting and ontrol
Oracle "nventor/ #rovi(es the features that /ou nee( to suarize costs relate( to inventor/ an(
anufacturing activities for a given accounting #erio( an( (istributes these costs to the general
le(ger.
2#on co#letion of this lesson: /ou %ill be able to aintain accounting #erio(s.
(aintaining !ccounting Perio)s
2se the Inventory 0cco&ntin "eriod, #age to o#en an( close accounting #erio(s.
"n this to#ic: /ou %ill o#en a future accounting #erio(.
Proced&re
Page 363
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Inventory 0cco&ntin Period, #age.
4. Click the Inventory 0cco&ntin Period, link.
Page 364
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Inventory 0cco&ntin Period, #age to o#en inventor/ accounting #erio(s.
Page 365
Training Guide
Ste" 0ction
). Click in the Stat&, fiel(.
10. Click the C2ane Stat&,... button.
or Press 60lt7C8.
or Press 60lt7O8.
1&. @ou (o not nee( to save /our %ork for the status change to take effect.
1+. @ou have successfull/ aintaine( accounting #erio(s.
End o$ Proced&re.
$erforming an 'B 'naly#i#
An A4C anal/sis (eterines the relative value of a grou# of inventor/ ites base( on valuation
criteria /ou s#ecif/. A4C refers to rankings /ou assign to /our ites because of this anal/sis
%here A ites are ranke( higher than 4 ites an( so on.
@ou can o#tionall/ use the A4C anal/ses /ou co#ile to (rive /our c/cle counts %here /ou
ight count ites of high value ;A ites< ver/ fre6uentl/: an( ites of lo%er value less
fre6uentl/.
2# on co#letion of this lesson /ou %ill be able to>
Define an A4C classes.
Page 366
Training Guide
Define A4C assignent grou#s.
Define A4C ite assignents.
2#(ate A4C ite assignents.
Define an( run an A4C co#ile.
Purge A4C ite inforation.
Defining !3- -+asses
@ou can use A4C classes to i(entif/ the value grou#ing to %hich /our ites belong. @ou can use
/our o%n terinolog/ to (efine these classes. =or eAa#le: /ou ight (efine classes A: 4: an(
C.
"n this to#ic: /ou %ill (efine three A4C classes.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the 0BC Cla,,e, #age.
4. Click the 0BC Code,: 0BC Cla,,e, link.
Page 367
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the 0BC Cla,,e, #age to create ne% A4C classes. @ou can use A4C classes to
grou# ites for a c/cle count %hen /ou %ant to count higher value ites ore
fre6uentl/ than e(iu an( lo%er value ites. @ou can also use A4C classes to
grou# ites for #lanning #ur#oses.
Page 368
Training Guide
Ste" 0ction
). Click in the Cla,, 9a%e fiel(.
10. 7nter the (esire( inforation into the Cla,, 9a%e fiel(. 7nter B.i2e,tB.
1&. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B.i2e,t Cal&e
Ite%,B.
1+. Click in the Cla,, 9a%e fiel(.
14. The (ata for the reaining ro%s has been a((e( for /ou to save tie.
1.. @ou have successfull/ (efine( A4C classes.
End o$ Proced&re.
Defining !3- !ssign#ent .rou%s
A4C assignent grou#s link a #articular A4C co#ile %ith a vali( set of A4C classes.
"n this to#ic: /ou %ill (efine an A4C assignent grou#.
Proced&re
Page 369
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the 0BC 0,,in%ent <ro&", #age.
4. Click the 0BC 0,,in%ent <ro&", link.
Page 370
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the 0BC 0,,in%ent <ro&", #age to create an A4C assignent grou# an(
associate it %ith an A4C co#ile.
Page 371
Training Guide
Ste" 0ction
). Click in the <ro&" 9a%e fiel(.
10. 7nter the (esire( inforation into the <ro&" 9a%e fiel(. 7nter Bon2andH&antityB.
11. Click in the Co%"ile 9a%e fiel(.
1&. 7nter the (esire( inforation into the Co%"ile 9a%e fiel(. 7nter
BSeattleCo%"ileB.
1+. 3hen /ou click the Cal&ation Sco"e fiel(: the valuation sco#e a##ears
autoaticall/.
14. Click in the Cal&ation Sco"e fiel(.
1-. Click the <ro&" Cla,,e, button.
or Press 60lt7"8.
1.. 2se the 0BC <ro&" Cla,, 0,,in%ent #age to associate A4C class %ith an A4C
assignent grou# an( an A4C co#ile.
Page 372
Training Guide
Ste" 0ction
1!. Click in the Cla,, 9a%e fiel(.
18. 7nter the (esire( inforation into the Cla,, 9a%e fiel(. 7nter B.i2e,tB.
1). Click in the Cla,, 9a%e fiel(.
&0. The (ata for the reaining ro%s %as a((e( for /ou to save tie.
&&. @ou have successfull/ (efine( an A4C assignent grou#.
End o$ Proced&re.
Defining !3- $te# !ssign#ents
3hen /ou (efine an A4C assignent: /ou s#ecif/ the cutoff #oint for each A4C class. 7ach
A4C class ust have at least one ite assigne( to it: an( all ites in the A4C co#ile ust be
assigne( to an A4C class.
"n this to#ic: /ou %ill (efine A4C ite assignents.
Proced&re
Page 373
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the 0,,in 0BC Ite%, #age.
4. Click the 0,,in Ite%, link.
Page 374
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the 0,,in 0BC Ite%, #age to s#ecif/ the cutoff #oint for each A4C class.
@ou can enter the se6uence nuber: the inventor/ value: or the #ercent ;I< ites
fro the A4C Descen(ing 1alue *e#ort for the last ite to be inclu(e( in each
A4C class.
Page 375
Training Guide
Ste" 0ction
). Click in the 0BC <ro&" fiel(.
10. 7nter the (esire( inforation into the 0BC <ro&" fiel(. 7nter BOn.and0BCB.
or Press 60lt7i8.
1&. "f /ou enter a value in the K Ite%, fiel(: the s/ste roun(s the nubers as
necessar/. The reaining ite inforation also a##ears autoaticall/ %hen /ou
enter inforation in one of the fiel(s.
1+. Click in the Ite%, fiel(.
14. 7nter the (esire( inforation into the Ite%, fiel(. 7nter B5B.
1-. The (ata for the reaining ro%s has been a((e( for /ou to save tie.
1.. Click the 0,,in button.
or Press 60lt7n8.
or Press 60lt7O8.
Page 376
Training Guide
Ste" 0ction
18. @ou have successfull/ (efine( A4C ite assignents.
End o$ Proced&re.
1%)ating !3- $te# !ssign#ents
@ou can change the class into %hich an ite falls as a result of the autoatic A4C assignent
#rocess.

"n this to#ic: /ou %ill u#(ate A4C ite assignents.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the !"date 0BC Ite% 0,,in%ent, #age.
4. Click the !"date Ite% 0,,in%ent, link.
Page 377
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the !"date 0BC Ite% 0,,in%ent, #age to u#(ate the A4C ite assignent.
Page 378
Training Guide
Ste" 0ction
). Click in the 0BC <ro&" fiel(.
10. 7nter the (esire( inforation into the 0BC <ro&" fiel(. 7nter BM1D#0I)GB.
or Press 60lt7i8.
1&. Click the Ge, button.
or Press 60lt7G8.
1+. Click in the 0BC Cla,, fiel(.
14. Press 6Bac>,"ace8.
1-. 7nter the (esire( inforation into the 0BC Cla,, fiel(. 7nter BCla,, BB.
1.. Click in the 0BC Cla,, fiel(.
1!. Press 6Bac>,"ace8.
18. 7nter the (esire( inforation into the 0BC Cla,, fiel(. 7nter BCla,, CB.
Page 379
Training Guide
Ste" 0ction
&0. @ou have successfull/ u#(ate( A4C ite assignents.
End o$ Proced&re.
Defining an) *unning an !3- -o#%i+e
@ou can (efine an( co#ile an A4C anal/sis for /our entire organization or for a s#ecific
subinventor/ %ithin /our organization.
"n this to#ic: /ou %ill (efine an A4C co#ilation for /our organization.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the 0BC Co%"ile, #age.
4. Click the 0BC Code,: 0BC Co%"ile, link.
Page 380
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the 0BC Co%"ile, #age to create a ne% A4C co#ile.
Page 381
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the #e$ine 0BC Co%"ile #age to enter the A4C co#ilation criteria.
Page 382
Training Guide
Ste" 0ction
11. Click in the Co%"ile 9a%e fiel(.
1&. 7nter the (esire( inforation into the Co%"ile 9a%e fiel(. 7nter
BSeattleCo%"ileB.
14. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B0BC Co%"ile $or
t2e Seattle OrB.
1-. Click in the Criterion fiel(.
1.. 2se the Criterion fiel( to (efine %hat the rank of a #articular ite %ill be in the
A4C co#ile. =or eAa#le: if /ou use Current on?han( 6uantit/ as the /our
co#ile criterion: then an ite %ith an on?han( 6uantit/ of 10 units is of higher rank
than another ite %ith a 6uantit/ of - units.
1!. 7nter the (esire( inforation into the Criterion fiel(. 7nter BC&rrent on 2and
H&antityB.
1). Click the Co%"ile button.
or Press 60lt7C8.
or Press 60lt7O8.
&1. Click the Ge, button.
or Press 60lt7G8.
&&. Click the O5 button.
or Press 60lt7O8.
&+. @ou have successfull/ (efine( an( run an A4C co#ile.
End o$ Proced&re.
Purging !3- $nfor#ation
@ou can subit a concurrent re6uest to #urge either A4C assignent grou#s or A4C co#ile
inforation.
Page 383
Training Guide
"n this to#ic: /ou %ill subit a re6uest to #urge an A4C assignent grou#.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the 0BC 0,,in%ent <ro&", #age.
4. Click the 0BC 0,,in%ent <ro&", link.
Page 384
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the 0BC 0,,in%ent <ro&", #age to subit a concurrent re6uest to #urge
A4C assignent grou# inforation. 3hen /ou subit the concurrent re6uest: it
%ill (elete all ites an( class assignents associate( %ith the grou#.
Page 385
Training Guide
Ste" 0ction
). Click in the <ro&" 9a%e fiel(.
or Press 60lt7-8.
11. Click the P&re <ro&" enu.
1&. Click the O5 button.
or Press 60lt7O8.
1+. Click the O5 button.
or Press 60lt7O8.
14. @ou have successfull/ #urge( A4C inforation.
End o$ Proced&re.
$erforming ycle 'ccounting
C/cle counting it the #erio(ic counting of in(ivi(ual ites throughout the course of the /ear to
ensure the accurac/ of inventor/ 6uantities an( values. Accurate s/ste on?han( 6uantities are
essential for anaging su##l/ an( (ean(: aintaining high service levels: an( #lanning
#ro(uction.
Page 386
Training Guide
C/cle counting enables /ou to kee# inventor/ recor(s accurate b/ correcting errors bet%een the
s/ste on?han( ;#er#etual< an( actual on?han( ;#h/sical< 6uantities. C/cle counting can also be a
valuable tool to hel# i(entif/ #atterns in the errors foun(.
Define c/cle count ites.
Define c/cle count classes.
Define an( aintain a c/cle count.
7nter c/cle counts.
,enerate count re6uests.
,enerate autoatic sche(ules.
7nter anual sche(ule re6uests.
A##rove c/cle count a(9ustents.
Subit the C/cle Count List *e#ort.
Purge c/cle count inforation.
Defining -/c+e -ount $te#s
@ou ust loa( ites into /our c/cle count before /ou can sche(ule or count the. @ou can use
either of these t%o etho(s>
S#ecif/ an eAisting A4C grou# fro %hich to loa( /our ites.
7nter: (elete: or u#(ate the ites that /ou %ant inclu(e( or eAclu(e( using the Cycle
Co&nt Ite%, #age.
"n this to#ic: /ou %ill a(( ites to /our c/cle count.
Proced&re
Page 387
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Cycle Co&nt, S&%%ary #age.
4. Click the Cycle Co&nt, link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the Cycle Co&nt, S&%%ary #age to 6uer/ for eAisting c/cle counts.
Page 388
Training Guide
Ste" 0ction
). Press 6;118.
10. 7nter the (esire( inforation into the Cycle Co&nt fiel(. 7nter
BOrani3ationCo&ntB.
11. Press 6Ctrl7;118.
1&. Click the O"en button.
or Press 60lt7O8.
Page 389
Training Guide
Ste" 0ction
1+. Point to the Ite%, button.
14. Click the Ite%, button.
or Press 60lt7I8.
1-. 2se the Cycle Co&nt Ite%, #age to a(( ites to /our c/cle count. @ou select the
A4C class to %hich the ite belongs an( o#tionall/ associate the #ositive an(
negative 6uantit/ variances.
Page 390
Training Guide
Ste" 0ction
1.. Click in the Cla,, 9a%e fiel(.
1!. 7nter the (esire( inforation into the Cla,, 9a%e fiel(. 7nter BCla,, 00B.
1). 7nter the (esire( inforation into the Ite% fiel(. 7nter B0S1+'(7B.
&0. Click in the Cla,, 9a%e fiel(.
&1. The (ata for the reaining ro%s has been a((e( for /ou to save tie.
&+. @ou have successfull/ (efine( c/cle count ites.
End o$ Proced&re.
Defining -/c+e -ount -+asses
@ou can use the Cycle Co&nt Cla,,e, #age to (efine c/cle count classes b/ assigning A4C
classes to /our c/cle count.
"n this to#ic: /ou %ill (efine c/cle count classes.
Proced&re
Page 391
Training Guide
Ste" 0ction
1. 4egin b/ navigatig to the Cycle Co&nt, S&%%ary #age.
Page 392
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Cycle Co&nt, S&%%ary #age to 6uer/ for eAisting c/cle count hea(er
inforation.
Page 393
Training Guide
Ste" 0ction
). Click the Cie: enu.
or Press 60lt7C8.
10. Click the /&ery By EBa%"le enu.
or Press 6/8.
11. Click the Enter enu.
or Press 6E8.
1&. Click in the Cycle Co&nt fiel(.
1+. 7nter the (esire( inforation into the Cycle Co&nt fiel(. 7nter
BOrani3ationCo&ntB.
14. Click the Cie: enu.
or Press 60lt7C8.
1-. Click the /&ery By EBa%"le enu.
or Press 6/8.
Page 394
Training Guide
Ste" 0ction
1.. Click the R&n enu.
or Press 6R8.
1!. Click the O"en button.
or Press 60lt7O8.
Ste" 0ction
18. Click the Cla,,e, button.
or Press 60lt7C8.
1). 2se the Cycle Co&nt Cla,,e, #age to in(icate the A4C classes to count. @ou can
also in(icate the nuber of ties #er /ear to count the class. @ou can o#tionall/
in(icate the #ositive an( negative tolerances. "f /ou (o not enter tolerances: then the
s/ste uses the tolerances /ou entere( in the C/cle Counts hea(er inforation.
Page 395
Training Guide
Ste" 0ction
&1. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BCla,, 00B.
&&. Click in the Co&nt, Per Gear fiel(.
&+. 7nter the (esire( inforation into the Co&nt, Per Gear fiel(. 7nter B75B.
&-. The (ata for the reaining ro%s has been a((e( for /ou to save tie.
&!. @ou have successfull/ (efine( c/cle count classes.
End o$ Proced&re.
Defining an) (aintaining a -/c+e -ount
2se the Cycle Co&nt, #age to (efine c/cle count #araeter inforation.

PrereH&i,ite,

4efore /ou can enter a c/cle count inforation: /ou ust #erfor the follo%ing tasks>
Define an A4C class.
Define a %ork(a/ calen(ar.
Create an A4C assignent grou#.
Page 396
Training Guide
Define A4C ite assignents.
Co#ile an A4C anal/sis.
"n this to#ic: /ou %ill (efine c/cle count hea(er inforation.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Cycle Co&nt, #age.
4. Click the Cycle Co&ntin: Cycle Co&nt, link.
Page 397
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Cycle Co&nt, S&%%ary #age to o#en eAiting c/cle counts or initiate a ne%
c/cle count.
Page 398
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the Cycle Co&nt, #age to (efine the #araeter inforation for /our c/cle
count. @ou can use this #age to sche(ule c/cle counts: assign A4C inforation: an(
in(icate if /ou %ant to count the entire organization or s#ecific subinventories.
Page 399
Training Guide
Ste" 0ction
1&. 7nter the (esire( inforation into the 9a%e fiel(. 7nter BOrani3ationCo&ntB.
1+. The 0dL&,t%ent 0cco&nt is the general le(ger account use( to charge c/cle count
a(9ustents.
Click in the 0dL&,t%ent 0cco&nt fiel(.
14. 7nter the (esire( inforation into the 0dL&,t%ent 0cco&nt fiel(. 7nter B0145+04
77(0400004000B.
1-. Click in the Inactive On fiel(.
1.. 7nter the (esire( inforation into the Inactive On fiel(. 7nter B1(40"r4200+B.
1!. The )ate #ay, fiel( re#resents the nuber of %ork (a/s that can #ass after /ou
generate( the count re6uest before the re6uest is late.
Click in the )ate #ay, fiel(.
18. 7nter the (esire( inforation into the )ate #ay, fiel(. 7nter B2B.
Page 400
Training Guide
Ste" 0ction
1). 3hen /ou select the !n,c2ed&led Entrie, check boA: /ou can enter counts for
ites not sche(ule( to be counte(.
Click the !n,c2ed&led Entrie, o#tion.
&0. Click the #i,"lay Sy,te% /ty o#tion.
&1. Click the 0&to%atic Reco&nt, o#tion.
&&. Click in the MaBi%&% fiel(.
&+. 7nter the (esire( inforation into the MaBi%&% fiel(. 7nter B2B.
&4. Click the S"eci$ic o#tion.
&-. Click in the S&1inventory fiel(.
&.. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
&!. Click in the S&1inventory fiel(.
&8. The (ata for the reaining ro%s has been a((e( for /ou to save tie.
&). Click the 0dL&,t%ent, and 0BC tab.
+0. 2se the 0dL&,t%ent, and 0BC tab to enter a##roval tolerances an( assign A4C
inforation to /our c/cle count.
+1. Click in the /ty Cariance fiel(.
+&. 7nter the (esire( inforation into the /ty Cariance fiel(. 7nter B(B.
++. "f /ou entere( inforation in a -olerance, 7 fiel(: then click in the corres#on(ing
-olerance, 4 fiel( an( the inforation a##ears autoaticall/.
+4. Click in the K fiel(.
+-. Click in the 0dL&,t%ent Cal&e fiel(.
+.. 7nter the (esire( inforation into the 0dL&,t%ent Cal&e fiel(. 7nter B2B.
+!. Click in the Co,t -olerance 9e fiel(.
Page 401
Training Guide
Ste" 0ction
+8. Click in the .it/Mi,, 0naly,i, fiel(.
+). 7nter the (esire( inforation into the .it/Mi,, 0naly,i, fiel(. 7nter B2B.
40. Click in the K fiel(.
41. This is the A4C assignent grou# on %hich to base the c/cle count.
4&. The <ro&" fiel( is the A4C assignent grou# on %hich to base the c/cle count.
Click in the <ro&" fiel(.
4+. 7nter the (esire( inforation into the <ro&" fiel(. 7nter BM1D#0I)GB.
4-. @ou have successfull/ (efine( an( aintaine( a c/cle count.
End o$ Proced&re.
6ntering -/c+e -ounts
2se the Cycle Co&nt Entrie, #age to enter counts of ites re6ueste( through autoatic or
anual c/cle count sche(uling. @ou can also enter unsche(ule( count entries if the/ are
#eritte( for /our c/cle counts.
"n this to#ic: /ou %ill enter c/cle count 6uantities.
Proced&re
Page 402
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Cycle Co&nt Entrie, #age.
4. Click the Cycle Co&nt Entrie, link.
Page 403
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Cycle Co&nt Entrie, #age to enter actual on?han( count inforation.
Page 404
Training Guide
Ste" 0ction
). Click in the Cycle Co&nt fiel(.
10. 7nter the (esire( inforation into the Cycle Co&nt fiel(. 7nter B;<ICo&ntB.
or Press 60lt7i8.
or Press 60lt7G8.
1+. Click the 0dL&,t%ent, tab.
14. The Co&nt /&antity is the actual #h/sical 6uantit/ that %as counte( (uring /our
c/cle count.
1-. Click in the Co&nt /&antity fiel(.
1.. 7nter the (esire( inforation into the Co&nt /&antity fiel(. 7nter B330B.
1!. The Sy,te% /&antity is the current on?han( balance in the s/ste.
18. The (ata for the reaining ro%s %as a((e( for /ou to save tie.
Page 405
Training Guide
Ste" 0ction
&0. @ou have successfull/ entere( c/cle counts.
End o$ Proced&re.
.enerating -ount *e5uests
2se the <enerate Co&nt ReH&e,t, #age to subit a concurrent re6uest to #erfor a c/cle count.
"n this to#ic: /ou %ill subit a concurrent re6uest to #erfor a c/cle count.
Proced&re
Ste" 0ction
Page 406
Training Guide
Ste" 0ction
or Press 60lt7O8.
Page 407
Training Guide
Ste" 0ction
). Click the -ool, enu.
or Press 60lt7-8.
10. Click the Per$or% ;&ll Cycle Co&nt enu.
or Press 6;8.
11. 2se the Per$or% ;&ll Cycle Co&nt #age to subit the follo%ing concurrent
re6uests>
C ,enerate autoatic sche(ule re6uests.
C ,enerate c/cle count re6uests.
C ,enerate c/cle count listing.
Page 408
Training Guide
Ste" 0ction
1&. Click in the Para%eter, fiel(.
1+. 2se the Para%eter, #age to enter the c/cle count listing #araeters.
14. Click in the Cycle Co&nt 9a%e fiel(.
1-. 7nter the (esire( inforation into the Cycle Co&nt 9a%e fiel(. 7nter
BOrani3ationCo&ntB.
or Press 60lt7O8.
or Press 60lt7%8.
18. @ou have successfull/ generate( a c/cle count re6uest.
End o$ Proced&re.
.enerating !uto#atic Sc"e)u+es
2se the Cycle Co&nt S&%%ary #age to subit autoatic sche(ule re6uests.
"n this to#ic: /ou %ill subit an autoatic sche(ule re6uest.
Proced&re
Page 409
Training Guide
Ste" 0ction
Page 410
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Cycle Co&nt, S&%%ary #age to 6uer/ for eAisting c/cle count inforation.
Page 411
Training Guide
Ste" 0ction
). Press 6;118.
10. 7nter the (esire( inforation into the Cycle Co&nt fiel(. 7nter BM1D#0I)GB.
1&. Click the -ool, enu.
or Press 60lt7-8.
1+. Click the Cycle Co&nt Sc2ed&ler enu.
or Press 6S8.
14. 2se the Cycle Co&nt Sc2ed&ler Para%eter, #age to in(icate if /ou shoul( inclu(e
ites belonging to the control bring in the list of ites for %hich to generate
sche(ule re6uests.
Page 412
Training Guide
Ste" 0ction
1-. Click the Incl&de Control <ro&" Ite%, o#tion.
or Press 60lt7O8.
18. @ou have successfull/ generate( an autoatic sche(ule.
End o$ Proced&re.
6ntering (anua+ Sc"e)u+e *e5uests
2se the Man&al Sc2ed&le ReH&e,t, #age to anuall/ sche(ule a count re6uest for ites.
"n this to#ic: /ou %ill anuall/ sche(ule a count re6uest.
Proced&re
Page 413
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the Man&al Sc2ed&le ReH&e,t, #age.
4. Click the Man&al ReH&e,t, link.
Page 414
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Man&al Sc2ed&le ReH&e,t, #age to anuall/ a(( ites to a c/cle count.
Page 415
Training Guide
Ste" 0ction
). Click in the Cycle Co&nt 9a%e fiel(.
10. 7nter the (esire( inforation into the Cycle Co&nt 9a%e fiel(. 7nter
BOrani3ationCo&ntB.
1-. Click in the Ite% fiel(.
1.. The (ata for the reaining ro%s %as a((e( for /ou to save tie.
18. @ou have successfull/ entere( a anual sche(ule re6uest.
End o$ Proced&re.
!%%roving -/c+e -ount !)8ust#ents
7#lo/ees %ith access to the Co&nt 0dL&,t%ent, 0""roval, S&%%ary #age can 6uer/ re6uest
the recount of or a##rove c/cle counts #en(ing a##roval. 3hen /ou click the ;ind button: /ou
Page 416
Training Guide
can 6uer/ all counts: or onl/ those counts #en(ing a##roval. @ou can then a##rove a(9ustents:
recount an ite in 6uestion: re9ect the count: or take no action.
"n this to#ic: /ou %ill a##rove: re9ect: an( re6uest the recount of c/cle count ites.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the Co&nt 0dL&,t%ent 0""roval, S&%%ary #age.
4. Click the 0""rove Co&nt, link.
Page 417
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Co&nt 0dL&,t%ent 0""roval, S&%%ary #age to a##rove a(9ustents hel(
for a##roval: to recount an ite: or to re9ect the a(9ustent. The s/ste uses the
a##roval tolerances that /ou entere( %hen /ou (efine( the c/cle count to (eterine
%hich counts nee( a##roval.
Page 418
Training Guide
Ste" 0ction
10. 7nter the (esire( inforation into the Cycle Co&nt fiel(. 7nter B;<ICo&ntB.
or Press 60lt7i8.
or Press 60lt7G8.
1+. Click the 0""roval Stat&, 0""roved o#tion.
14. The o#tions for the reaining ro%s %ere selecte( for /ou to save tie.
1-. Click the Ite% #etail, tab.
1.. 2se the Ite% #etail, tab to vie% ite inforation such as revision: lot: serial
nuber: an( 2O'.
1!. Click the Ite% )ocation tab.
18. 2se the Ite% )ocation tab to vie% subinventor/ an( locator inforation.
Page 419
Training Guide
Ste" 0ction
1). Click the Rea,on= Re$erence tab.
&0. 2se the Rea,on= Re$erence tab to o#tionall/ enter a reason for the a(9ustent
action.
&1. Click the Co&nt tab.
&&. 2se the Co&nt tab to vie% the count inforation such as %ho counte( the ites an(
the (ate of the count.
&+. Click the Co&nt Stat&,= Cla,, tab.
&4. 2se the Co&nt Stat&,= Cla,, tab to vie% the status of the count an( the A4C class to
%hich the ites belong.
&-. Click the 0""roval tab.
&.. 2se the 0""roval tab to vie% %ho has c/cle count a##roval authorit/ an( the (ate
the c/cle count %as a##rove(.
&!. Click the Save button.
or Press 60lt7O8.
&). @ou have successfull/ a##rove( c/cle count a(9ustents.
End o$ Proced&re.
Sub#itting t"e -/c+e -ount List *e%ort
2se the C/cle Count Listing *e#ort to vie% all counts to #erfor %ithin a s#ecific (ate range.
"n this to#ic: /ou %ill subit the C/cle Count List re#ort.
Proced&re
Page 420
Training Guide
Ste" 0ction
Page 421
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the Cycle Co&nt, S&%%ary #age to search for eAisting c/cle counts.
Page 422
Training Guide
Ste" 0ction
). Press 6;118.
BOrani3ationCo&ntB.
or Press 60lt7-8.
1+. Click the Cycle Co&nt )i,tin Re"ort enu.
or Press 6)8.
14. 2se the Cycle Co&nt )i,tin Para%eter, #age to enter the criteria for the C/cle
Count Lists re#ort. This re#orts lists all counts that /ou nee( to #erfor %ithin in a
given (ate range.
Page 423
Training Guide
Ste" 0ction
1-. Click the Incl&de Reco&nt, Only o#tion.
1.. Click the #i,"lay Serial 9&%1er o#tion.
1!. Click the #i,"lay On42and /&antity o#tion.
or Press 60lt758.
1). Click the O5 button.
or Press 60lt7O8.
&0. @ou have successfull/ subitte( the C/cle Count List *e#ort.
End o$ Proced&re.
Purging -/c+e -ount $nfor#ation
2se the Cycle Co&nt, S&%%ary #age to access the P&re Cycle Co&nt Para%eter, #age. @ou
use this concurrent re6uest to #urge c/cle count inforation.
"n this to#ic: /ou %ill #urge c/cle count inforation.
Proced&re
Page 424
Training Guide
Ste" 0ction
Page 425
Training Guide
Ste" 0ction
or Press 60lt7O8.
Page 426
Training Guide
Ste" 0ction
10. Press 6;118.
BOrani3ationCo&ntB.
1&. Press 6Ctrl7;118.
or Press 60lt7-8.
14. Click the P&re Cycle Co&nt enu.
or Press 6P8.
1-. 2se the P&re Cycle Co&nt Para%eter, #age to subit the concurrent re6uest.
Page 427
Training Guide
Ste" 0ction
or Press 60lt758.
or Press 60lt7O8.
18. @ou have successfull/ #urge( c/cle count inforation.
End o$ Proced&re.
$erforming a $)y#ical Inventory
A #h/sical inventor/ is a #erio(ic reconciliation of s/ste on?han( balances %ith #h/sical counts
in inventor/. @ou can #erfor #h/sical inventories %henever /ou choose to verif/ the accurac/
of /our s/ste on?han( 6uantities. @ou can #erfor a #h/sical inventor/ for an entire
organization or for #articular subinventories %ithin an organization. Ph/sical inventories are
usuall/ #erfore( once ever/ siA onths or once a /ear (e#en(ing on the organization
re6uireents.
Define a #h/sical inventor/.
,enerate #h/sical inventor/ tag nubers.
7nter #h/sical inventor/ counts.
A##rove #h/sical inventor/ a(9ustents.
Process #h/sical inventor/ a(9ustents.
Take a sna#shot of inventor/ 6uantities.
Page 428
Training Guide
Purge #h/sical inventor/ inforation.
Defining a P"/sica+ $nventor/
@ou can (efine an( aintain an unliite( nuber of #h/sical inventories. 2se the #e$ine
P2y,ical Inventory #age to (efine #h/sical inventor/ inforation.
"n this to#ic: /ou %ill (efine a #h/sical inventor/.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the P2y,ical Inventory #age.
4. Click the P2y,ical Inventorie, link.
Page 429
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the P2y,ical Inventorie, S&%%ary #age to vie% eAisting #h/sical inventories
an( to create ne% #h/sical inventories.
Page 430
Training Guide
Ste" 0ction
or Press 60lt798.
10. 2se the #e$ine P2y,ical Inventory #age to enter the #araeters for the ne%
#h/sical inventor/.
Page 431
Training Guide
Ste" 0ction
1&. 7nter the (esire( inforation into the 9a%e fiel(. 7nter B;<I P2y,ical InventoryB.
1+. 3hen /ou click in the #e,cri"tion fiel(: the (ate a##ears autoaticall/.
14. 7nter the (esire( inforation into the #e,cri"tion fiel(. 7nter B;ini,2ed <ood,
S&1inventory P2y,ical InventoryB.
1-. Click in the /ty fiel(.
1.. 7nter the (esire( inforation into the /ty fiel(. 7nter B2B.
1!. 3hen /ou click in the -olerance, 4 fiel(: the value /ou entere( in the -olerance, 7
fiel( a##ears autoaticall/.
18. Click in the 0""roval -olerance 9eative fiel(.
1). 7nter the (esire( inforation into the 0""roval -olerance 9eative fiel(. 7nter
B2B.
&0. Click the S"eci$ic o#tion.
&&. 7nter the (esire( inforation into the S&1inventory fiel(. 7nter B;<IB.
&+. Click the EBcl&de Mero Balance, o#tion.
&4. Click the EBcl&de 9eative Balance o#tion.
&.. @ou have successfull/ (efine( a #h/sical inventor/.
End o$ Proced&re.
.enerating P"/sica+ $nventor/ ,ag &u#bers
2se #h/sical inventor/ tags to recor( the #h/sical counts of inventor/ ites.
"n this to#ic: /ou %ill generate #h/sical inventor/ tag nubers.
Proced&re
Page 432
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the <enerate P2y,ical Inventory -a, #age.
4. Click the -a <eneration link.
Page 433
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the <enerate P2y,ical Inventory -a, #age to generate #h/sical inventor/ tag
nubers. A tag contains the count for a s#ecific ite grou#. Although /ou can
recor( onl/ one ite on a tag: ulti#le tags can reference the sae ite %ith each
tag referring to a uni6ue #h/sical location for an ite.
Page 434
Training Guide
Ste" 0ction
10. 7nter the (esire( inforation into the 9a%e fiel(. 7nter B;<I P2y,ical InventoryB.
11. 3hen /ou click in the #e,cri"tion fiel(: the #h/sical inventor/ (escri#tion an( the
(ate the #h/sical inventor/ %as create( a##ears autoaticall/.
1&. Click in the #e,cri"tion fiel(.
1+. 3hen /ou enter a starting tag nuber: ake sure that it contains the total nuber of
#ossible (igits that a tag can have.
14. Click in the Startin -a fiel(.
1-. 7nter the (esire( inforation into the Startin -a fiel(. 7nter B0000001B.
1.. "f /ou selecte( Default as the tag t/#e: then the s/ste autoaticall/ (eterines the
#iit Incre%ent,= Endin -a= an( 9&%1er o$ -a, for /ou.
1!. Click in the #iit Incre%ent, fiel(.
18. 3hen /ou click the <enerate button: the s/ste generates the tag nubers.
Eo%ever: the s/ste (oes not #h/sicall/ #rint the tags. To #h/sicall/ #rint the tags:
/ou ust run the Ph/sical "nventor/ Tags re#ort.
1). Click the <enerate button.
Page 435
Training Guide
Ste" 0ction
or Press 60lt7n8.
&0. @ou have successfull/ generate( #h/sical inventor/ tag nubers.
End o$ Proced&re.
6ntering P"/sica+ $nventor/ -ounts
2se the tags /ou generate( to recor( /our #h/sical counts. The s/ste uses the counts /ou enter
for /our tags to (eterine if /our ites nee( 6uantit/ a(9ustents: an( if so: %hether /ou nee( to
a##rove the.
"t is i#ortant for au(iting #ur#oses to track the status of each #h/sical inventor/ tag. "f /ou (o
not use one or ore tags: /ou shoul( voi( the in the P2y,ical Inventory -a Co&nt, #age. "f
/ou voi( a (efault tag: then the s/ste a(9usts the 6uantit/ in that location to zero.
"n this to#ic: /ou %ill enter #h/sical inventor/ counts.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the P2y,ical Inventory -a Co&nt, #age.
Page 436
Training Guide
Ste" 0ction
4. Click the <lo1al Para%eter, link.
Ste" 0ction
or Press 60lt7O8.
8. 2se the P2y,ical Inventory -a Co&nt, #age to enter the 6uantit/ for each tag.
Page 437
Training Guide
Ste" 0ction
or Press 60lt7i8.
or Press 60lt7G8.
1+. Click in the /ty fiel(.
14. 7nter the (esire( inforation into the /ty fiel(. 7nter B5B.
1-. Click in the /ty fiel(.
1.. The (ata for the reaining ro%s %as a((e( for /ou to save tie.
18. @ou have successfull/ entere( #h/sical inventor/ counts.
End o$ Proced&re.
Page 438
Training Guide
!%%roving P"/sica+ $nventor/ !)8ust#ents
@ou can vie%: re9ect: or a##rove #h/sical inventor/ a(9ustents #en(ing a##roval. The
a(9ustents that /ou can vie% are (eterine( b/ the a##roval o#tion (efine( in /our #h/sical
inventor/. "f /ou a##rove an a(9ustent: then the Proce,, P2y,ical Inventory
0dL&,t%ent, #rogra a(9usts the inventor/ balance b/ that 6uantit/. "f /ou re9ect an a(9ustent:
then the s/ste (oes not change the s/ste 6uantit/.
"n this to#ic: /ou %ill a##rove #h/sical inventor/ a(9ustents.
Proced&re
Ste" 0ction
1. 4egin b/ navigating to the 0""rove P2y,ical 0dL&,t%ent, S&%%ary #age.
4. Click the 0""rove 0dL&,t%ent, link.
Page 439
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the 0""rove P2y,ical 0dL&,t%ent, S&%%ary #age to vie%: a##rove an(
re9ect #h/sical counts. This #age (is#la/s a suar/ of all count inforation.
Page 440
Training Guide
Ste" 0ction
or Press 60lt7i8.
or Press 60lt7G8.
1+. "f /ou select an in(ivi(ual line: then /ou can vie% the in(ivi(ual tag inforation for
the count. The first line is autoaticall/ selecte( %hen /ou o#en this #age.
14. Click the O"en button.
or Press 60lt7O8.
1-. 2se the 0""rove P2y,ical 0dL&,t%ent, #age to vie%: a##rove: an( re9ect an
in(ivi(ual tag count. This #age (is#la/s the sna#shot count: an( the a(9ustent:
#h/sical count an( variance inforation.
Page 441
Training Guide
Ste" 0ction
1.. Click the ReLect o#tion.
1!. Click the Clo,e button.
Page 442
Training Guide
Ste" 0ction
18. Click the ReLect o#tion.
1). Click the 0""rove o#tion.
&0. Click the ReLect o#tion.
&1. 3hen /ou select an a(9ustents line: the 0""rove P2y,ical 0dL&,t%ent, #age
autoaticall/ o#ens.
&&. Click in the 0dL&,t%ent, fiel(.
Ste" 0ction
&+. Click the 0""rove o#tion.
&4. Click the Clo,e button.
Page 443
Training Guide
Ste" 0ction
&.. @ou have successfull/ a##rove( #h/sical inventor/ a(9ustents.
End o$ Proced&re.
Processing P"/sica+ $nventor/ !)8ust#ents
After /ou finish entering #h/sical inventor/ counts an( a##roving a(9ustents: /ou can subit
the #rocess that autoaticall/ #osts the a(9ustents. The s/ste autoaticall/ creates a aterial
transaction that a(9usts the ite 6uantit/ an( (ebits or cre(its the a(9ustent account that /ou
s#ecif/ for the #h/sical 6uantit/.
Once /ou run the a(9ustent #rogra: the s/ste (oes not allo% /ou to generate ne% tags or
ake an/ further u#(ates to tag counts. Due to the irreversible nature of this #rogra: Oracle
"nventor/ #osts no #h/sical inventor/ a(9ustents if /ou have an/ a(9ustents that are still
#en(ing a##roval.
"n this to#ic: /ou %ill #rocess #h/sical inventor/ a(9ustents.
Proced&re
Page 444
Training Guide
Ste" 0ction
1. 4egin b/ navigating to the P2y,ical Inventorie, S&%%ary #age.
Page 445
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the P2y,ical Inventorie, S&%%ary #age to #rocess #h/sical inventor/
a(9ustents.
Page 446
Training Guide
Ste" 0ction
). Click the vertical scrollbar.
10. @ou ust select the #h/sical inventor/ for %hich /ou %ant to #rocess a(9ustents.
11. Click in the P2y,ical Inventory fiel(.
or Press 60lt7-8.
1+. Click the )a&nc2 adL&,t%ent, enu.
14. 2se the )a&nc2 0dL&,t%ent, #age to enter the ,L account to %hich /ou %ant to
charge the a(9ustent inforation.
Page 447
Training Guide
Ste" 0ction
1-. Click in the 0dL&,t%ent 0cco&nt fiel(.
1.. 7nter the (esire( inforation into the 0dL&,t%ent 0cco&nt fiel(. 7nter B0145+04
77(0400004000B.
1!. Click the )a&nc2 0dL&,t%ent, button.
or Press 60lt7a8.
or Press 60lt7O8.
1). @ou have successfull/ #rocesse( #h/sical inventor/ a(9ustents.
End o$ Proced&re.
,aking a Sna%s"ot of $nventor/ 4uantities
4efore /ou can generate tags for #h/sical inventor/: /ou ust take a sna#shot of all s/ste on?
han( 6uantities for /our ites. the sna#shot saves all current on?han( 6uantities an( costs. The
s/ste uses this inforation as the basis for all #h/sical inventor/ a(9ustents. All tag counts
/ou enter for this #h/sical inventor/ are co#are( %ith these static 6uantities. @ou can resue
noral inventor/ o#erations after /ou have entere( /our counts but before /ou have authorize(
all final #h/sical inventor/ a(9ustents.
"n this to#ic: /ou %ill take a sna#shot of inventor/ 6uantities.
Page 448
Training Guide
Proced&re
Ste" 0ction
Page 449
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the P2y,ical Inventorie, S&%%ary #age to vie% eAisting #h/sical inventories.
@ou ust select an eAisting #h/sical inventor/ before /ou can o#en it to take the
sna# shot.
Page 450
Training Guide
Ste" 0ction
). Click the vertical scrollbar.
10. Click in the P2y,ical Inventory fiel(.
11. Click the O"en button.
or Press 60lt7O8.
1&. 2se the #e$ine P2y,ical Inventory #age to launch the sna#shot concurrent re6uest.
Oracle "nventor/ (oes not sto# inventor/ #rocessing (uring a #h/sical inventor/.
@ou ust #roce(urall/ coor(inate the sna#shot of /our #h/sical inventor/ %ith /our
actual counting: an( ensure that no transaction activit/ occurs in a #articular location
until after /ou have #erfore( /our a(9ustents.
@ou shoul( clear the #en(ing transactions an( transactions o#en interface before /ou
take a sna#shot of /our inventor/ 6uantities.
Page 451
Training Guide
Ste" 0ction
1+. Click the Sna",2ot button.
or Press 60lt7S8.
or Press 60lt7O8.
1-. @ou have successfull/ taken a sna#shot of inventor/ 6uantities.
End o$ Proced&re.
Purging P"/sica+ $nventor/ $nfor#ation
2se the P&re P2y,ical #age to #urge a #h/sical (efinition fro the (atabase. The s/ste (eletes
all inforation associate( %ith the #h/sical (efinition. Eo%ever: the #urge (oes not affect an/
a(9ustents or a(9ustents transactions a(e using the #h/sical (efinition. @ou can also #urge
onl/ the #h/sical inventor/ tags.
"n this to#ic: /ou %ill #urge the #h/sical inventor/ tags associate( %ith a #h/sical inventor/
(efinition.
Proced&re
Page 452
Training Guide
Ste" 0ction
Page 453
Training Guide
Ste" 0ction
or Press 60lt7O8.
8. 2se the P2y,ical Inventorie, S&%%ary #age to vie% eAisting #h/sical inventories.
@ou ust select an eAisting #h/sical inventor/ for %hich /ou %ant to #h/sical
inventor/ inforation.
Page 454
Training Guide
Ste" 0ction
). Click in the P2y,ical Inventory fiel(.
or Press 60lt7-8.
11. Click the Per$or% "&re enu.
1&. 2se the P&re P2y,ical #age to #urge a #h/sical inventor/ (efinition. This
concurrent re6uest (oes not affect a(9ustents or a(9ustent transactions.
1+. "f /ou select -a, Only: then the s/ste #urges tags. "f /ou select 0ll: then the
s/ste #urges all inforation associate( %ith the #h/sical inventor/. The (efault
selection is -a, Only.
Page 455
Training Guide
Ste" 0ction
14. Click the P&re button.
or Press 60lt7P8.
or Press 60lt7O8.
1.. @ou have successfull/ #urge( #h/sical inventor/ inforation.
End o$ Proced&re.
Page 456

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