Oracle R12 Apps - Inventory Module Setup Steps

Refer: http://learnoraclecsbscm.blogspot.com
Oracle Inventory Setups steps to be followed during the implementation.
Step#
1
2

Setup
Setup System Administrator
Responsibility
Define Inventory Key
Flexfields

Define Locations

Define Personnel

Define Organization
Calendars

Define Organizations

Define Organization
Parameters

Define Intercompany
Relations

Define Receiving Options

10
11
12

Define Unit of Measurement

Classes
Define Unit of
Measurements
Define Unit of Measurement
Conversions

13

Define Subinventories

14

Define Stock Locators

15

Define Item Attributes

16

Define Categories

17

Define Category Set

18

Define Default Category Set

19
20
21

Define Statuses
Define Item Catalog Groups
Define Item Types

Description
For User Creations & Printer
Setups
To set HR Employee & Inventory
Item Flexifields
To define locations for the
inventory orgs, operating units.
Define employees, jobs, positions
To define period types,
transaction calendars & workday
calendar.
To create Legal entities, Ledgers,
Business Group, Operating Units,
Master org & Inventory org.
To define Inventory Parameters,
Costing, Accounting, Item Control
& Inter org information.
To define intercompany relation
between the organizations
To define receiving parameters
for the organizations
To define the unit of
measurement classes
Define the units of measure for
supply of items.
Define the conversion factors for
the unit of measurements
Define Supply, Storage
subinventories for the
organization
Define the locators for the
subinventories
Define the Item Attributes
controls to control the items in
the org,
Define Item Categories
Define Item, Purchasing Category
Sets
Define Inventory, Purchasing
Category Sets
Define Item Statuses
Define Item Catalog Groups
To Define Item Types

Remarks
Required
Required
Required
Prerequisite setup for
Inventory.
Required
Required
Required
Required
Optional
Required
Required
Optional
Required
Required
Required
Required
Required
Required
Required
Optional
Optional

22
23
24

Define Item Templates

Define Cross Reference
Types
Define Item Delete
Constraints

25

Define Cost Types

26

30

Define Cost Activities

Define Material SubElements
Define Material Overheads
Define Default Material
Overheads Rates
Define Freight Carriers

31

Define Shipping Networks

32

Define Shipping Methods

Define Transaction Sources
Types

27
28
29

33
34

Define Transaction Types

35

Define Transaction Reasons

36

Define Purchasing Options

37

Open Accounting Periods

38

Set Profile Options

39

Define Container Types

40

Define Commodity Codes

41

Define Customer Items

42

Define Item Cross Reference

43

Define Items

To Define Templates for defining

items in the org

Optional

To Define Item Cross References

Optional

To Define Item deletion

Constraints
To Define Cost Type for the
Organization
To Define Cost Activities

Optional
Required
Optional

To Define Material Sub-elements

Optional

To Define Material Overheads

To Define the Default Material
Overheads rates
To Define the Freight carries
To Define the Shipping Network
Setup within the orgs for Inter
org Transfers & Internal Orders
To Define the Shipping Methods
To Define the Transaction Source
types required for the org.
To Define the Transaction types
required for the org.
To Define the Transaction
Reasons
Define Purchasing options for
each operating units
Open the Accounting periods
based on the periods
To set the required profile
options based on the business
needs
To define the container type
details
To define Commodity codes
To define the customer item
details against the items
Define item cross references for
ordering by customer part
number or any generic item
number.
Define the Items which are to be
purchased.

Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Required
Optional
Optional
Optional
Optional
Required

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