Oracle Inventory Management

AIM
DO070. User Manual

Oman Oil Exploration and
Production LLC
Oracle Inventory Management
Oracle E-Business Suite, Release 12.1.2
Author Prasad Dhanakodi
Creation Date August 5, 2010
Last Update Date December 8, 2019
Document Ref GTS_OOCEP_INV_DO070_2010-08-16_V1.0
Version 1.0
Approvals:
OOCEP Business Champion Hisham Al Mukaini
OOCEP Project Manager James Halluk
GTS Project Manager Ajith Mathew

Document Control
Change Record
Date Author Version Change Reference
05-Aug-10 Prasad Dhanakodi 1.0 Initial document.
Reviewers
Name Position
Hisham Al Mukaini Business Champion – OOCEP
Mustafa Alfadhil C&P Advisor – OOCEP
James Halluk Project Manager – OOCEP
Ajith Mathew Project Manager – GTS
Distribution
Copy No. Name Location
1 Library Master Project Library
2 OOCEP OOCEP - Project Manager
3 GTS GTS - Project Manager
Note To Holders:
If you receive an electronic copy of this document and print it out, please write
your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.
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Contents
Document Control............................................................................................................................... 2
Inventory Management User Procedures........................................................................................... 1
Topic 1: Create and Maintain Items ................................................................................................ 1
Topic 2: Purchase Order Receipts ................................................................................................. 12
Topic 3: Item On-Hand Availability ............................................................................................... 19
Topic 4: Item Cost ......................................................................................................................... 24
Topic 5: Goods Return To Supplier ............................................................................................... 27
Topic 6: Transactions - Subinventory Transfer ............................................................................. 30
Topic 7: Transactions - Inter-Organization Transfer ..................................................................... 34
Topic 8: Transactions - Miscellaneous Transaction ...................................................................... 40
Topic 9: Transactions - View Material Transactions ..................................................................... 44
Topic 10: Move Order - Create Move Order ................................................................................. 48
Topic 11: Move Order - Transact Move Order .............................................................................. 52
Topic 12: Counting - Physical Inventory ........................................................................................ 58
Topic 13: Planning - Min Max Planning......................................................................................... 82
Issue Log for this Deliverable .............................................................................................................. 1
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Oracle Inventory Management Topic 1: Create and Maintain Items
Inventory Management User Procedures
Topic 1: Create and Maintain Items
Steps Action
Start of Procedure
1. Create a new Master Item
2. Login to the applications and navigate to OOCEP Inventory SuperUser responsibility
3. From there, go to Items>Master Items and open the Master Items form
Oracle Manual for Dummies - Inventory Page| 1

Steps Action
4. Change Organization window appears as below asking the user to select the organization in which the item has
to be created.
In this window, select the OOCEP Item Master Organization and click OK button
5. Master Item form opens as below, with the Organization as OOCEP Item Master Organization

Steps Action
6. Enter the Item Code in the Item field, and the description in the Description field
7. Navigate to Tools>Copy From and click on the same

Steps Action
8. Copy From form opens, where enter the Template as No Control Item
Click Apply and Done consecutively. The data from the template will be applied to the item and the Copy From
window disappears.
9.
Save to record: Press CTRL+S in keyboard or click on icon present on the left top corner of the form.
10. As the master item has been created, now the item has to be assigned to a Item Category for reporting purpose.
For this, go to Tools menu and click Categories function

Steps Action
11. Category Assignment window appears with the default category set as 000.000.000
Whenever a master item is created the system automatically assigns the default category set. The user has to
assign the right category to each item whenever it is created.

Steps Action
12. To assign a new category, click on the Category field LOV, and the below Item Categories window opens.
Change the category segment values as required.

In order to change the category value, select the LOV of each segment respectively and the category values list
pops up as below. Select the correct value in each segment.
After selecting the correct segment values (three segments namely Main Category, Sub Category and
Items/Services) save the record.

Steps Action
13. Organization Assignment: As each master item is created in Item Master Organization, these items have to be
assigned to the inventory organizations for usages. To perform this step, from the Master Item form go to
Tools>Organization Assignment

Steps Action
14. Organization Assignment region will appear showing all the inventory organizations that are under this item
master organization.

Steps Action
15. Select the Check Box in the Assign region in order to assign to each organization. Alternatively you can click
Assign All button in case this item has to be assigned to all the organization listed here.
16. Save the Record. The item is created and now can be used in Purchasing, Inventory and all other dependant
business functions.
17. Modify or Update an existing Master Item
18. Navigate to Master Item form (as mentioned from Step 2 to 5)
19. In the Master Item form, press F11 key, and the form will change to query mode as below:

Steps Action
20. Enter the full or part of the item information for the system to search and retrieve the desired master item.
21. After entering the partial data for querying press CTRL+F11 key to execute the search. The system searches the
shows up the desired item that already exists in the system. If no results found the system will intimate to the
user that there were no record matching to this query.

Steps Action
22. Modify the desired information for the master item.
Note: The system has many controls in modifying already created items. For instance, item code cannot be
altered after saving the record, item once created cannot be changed to a different Unit of Measure and so on.
End of Procedure

Oracle Inventory Management Topic 2: Purchase Order Receipts
Topic 2: Purchase Order Receipts
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser responsibility
2. Go to Transactions>Receiving>Receipts or the receipt function assigned to Purchasing responsibility can also

be used.

Steps Action
3. Select the Organization that has been given as Ship To Organization in the Purchase Order Shipments in the
Change Organizations forms. Click OK button after selecting the organization.
Note: Please note that OOCEP Item Master Organization is used only to create items and so should not be used
to perform any transactions such as Purchase Order Receipt or any other inventory related transactions.
4. Find Expected Receipts window will open up

Steps Action
5. Enter the query criteria such as Purchase Order number, supplier name, requisition number and so on in order to
find the expected receipt.
Click Find button after entering the data.
6. Receipt Header window appears
Enter the optional information such as Shipment Number, Shipped Date, and Packing Slip number and so on.
All these fields are optional, except the Receipt Date for which the current date will be populated by the system
automatically. After entering this information close the header window by clicking the close icon at the right

Steps Action
top corner of the window.
7. Closing Header form will lead to the Receipts (actual receipt lines) window to appear.
The system will default all the open receipt lines (the purchase order lines against which the receipts are not yet
created). It also defaults the maximum amount of information from the corresponding purchase order.
8. Select the receipt lines that are to be received now and also enter the receipt quantity if the quantity defaulted is
not the quantity received.
9. Scroll the vertical scroll bar to see the additional information.

Steps Action
10. Enter the destination subinventory in the Subinventory field. If the subinventory is locators controlled then enter
the stock locator also.
In order to enter the locator click on the locator LOV and enter the desired information in the four segments as
below:
The locator is divided in to four segments namely Aisle, Row, Bin and Future. User has to enter information in
all the fields. To see the list of values in each segment, click on the LOV of each segment, which lists out all the
available values.

Steps Action
In order to see the available combination of locator, click in the Combinations button and then enter a value in
any segment and click OK. This will list out all the possible combinations of locator codes.
Select the desired locator code and Click OK. The locator code will be selected in to the receipt lines window as
below:
11. Enter the other line related information in the Details tabbed regions.
12. After entering all these required information, save the record. The receipt will be saved and the system creates all
necessary entries.

Steps Action
13. To see the receipt number, after saving the record, click on the Header button.
The Receipt Header window pops up again with the receipt number.
Note down the receipt number.

Note: Please note is the Purchase Order Receipt Routing is Standard Receipt or Inspection Required, and then
we have to do the corresponding steps in order to create the receipts. The above steps covers on the Direct
Delivery receipt routing.
End of Procedure

Oracle Inventory Management Topic 3: Item On-Hand Availability
Topic 3: Item On-Hand Availability
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser responsibility and go to On-hand, Availability>On-hand Quantity

function
2. If Change Organization window appears, then select the desired inventory organization

Steps Action
Click OK button.
3. Query Material window appears enabling the user to enter the item search criteria for which the system has to
check for on-hand availability.

Steps Action
Enter the Subinventory if needed to search in one subinventory or leave the field blank to search for the entire
available subinventory within the selected inventory organization.
Enter the item code for which the on-hand quantity needs to be checked.
In order to check all the items that are available in that inventory organization, leave all the fields blank and click
Find button.
4. Material Workbench window opens with the result of the search criteria.

Steps Action
Navigate the vertical scrollbar in order to see the additional details on the on-hand quantity.
5. In order to view the summary of the quantities available, click the Availability button.

Steps Action
This window shows the summary of the quantity available in the inventory organization.
6. Close all the windows to exit.
End of Procedure

Oracle Inventory Management Topic 4: Item Cost
Topic 4: Item Cost
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser and go to Costs>Item Costs function
2. If Change Organization window is prompted then select the desired organization on which you need to check the
item’s cost.

Steps Action
Click OK button.
3. Find Item/Cost Type window appears as below:
Enter the item code in the Item field and click Find button.
4. Item cost Summary window gets displayed as a result.
Click Open button to see the costs.
5. Item Cost Details window will get displayed with all the details.

Steps Action
This window shows the Item code, the Cost Type (cost type is the costing method that organization follows, and
in OOCEP it is Average cost method), unit of measure and so on.
In the Cost Information region, the system displays the current cost of the item in the Unit Cost field.
Total value of the item will be displayed in the Extended Value field. The system also shows the Last PO Price.
Note: The user is not allowed to change the cost of the item from this window. This window is only to query and
view the current material cost.
6. Close all the forms to exit.
End of Procedure

Oracle Inventory Management Topic 5: Goods Return To Supplier
Topic 5: Goods Return To Supplier
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser and go to Transactions>Receiving>Returns.
Click OK button.
3. Opening the Receipts function will lead the system to open the Find Return window

Steps Action
Enter the desired information to find the receipt that has to be returned now. In Oracle, we return the items to
supplier using the same receipt number that we used to receive the item. Click Find button after entering the
desire data.
4. Receiving Returns window opens along with the item lines that are received in that receipt.

Steps Action
5. Select the Line and enter the quantity to be returned in the Quantity field and Supplier in the Return To field.
6. Enter the reason for return in the Comments field available in the Details tabbed region.
7. After entering the required information save the record.
End of Procedure

Oracle Inventory Management Topic 6: Transactions - Subinventory Transfer
Topic 6: Transactions - Subinventory Transfer
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser responsibility and go to Transactions>Subinventory Transfer

function
Click OK button.
3. In the Subinventory Transfers window, Date field will be defaulted by the system to the current date, and enter
Subinventory Transfer in the Type field.

Steps Action
After entering the details, click the Transaction Lines button to proceed further.
4. Subinventory Transfer window will be displayed, where you need to enter the item that needs to be transferred
and its quantity.

Steps Action
Enter the Item code in the Item field

Enter the subinventory from where the item needs to be transferred in Subinventory field. Enter the locator of
the subinventory is locator controlled. Note that once we entered the subinventory field, Available field below
the lines will show the quantity available in this subinventory.
Enter the subinventory to where the item needs to be transferred in To Subinv field. Enter the locator of the
subinventory is locator controlled.
Scroll the vertical scrollbar to your right and enter the quantity that needs to be transferred.

Steps Action
5. After entering these details, save the record. The item and the entered quantity will be transferred from the old
subinventory to the new subinventory. Use the Item On-Hand Availability form to check for the availability of
the quantities in each subinventory.
End of Procedure

Oracle Inventory Management Topic 7: Transactions - Inter-Organization Transfer
Topic 7: Transactions - Inter-Organization Transfer
Steps Action
Start of Procedure
1. Create item transfer
2. Navigate to OOCEP Inventory SuperUser and go to Transactions>Inter-organization Transfer function
Click OK button.
4. Inter-organization Transfer header window will pop up as below:

Steps Action
5. Transaction region:
The system will default the current date as the Date

Select the organization to which the item has to be transferred in the To Org field
Select Type, whether Direct (or) Intransit Shipment. The system defaults either one of the value based on the
setup (Shipping Network). User does not have an option to select any one at the time of performing the
transaction.
6. Shipment region:

Steps Action
Type will be defaulted as Use in-transit inventory

Enter a shipment number in the Number field (note down this number, as this is required when the receiving
organization tries to receive the items)
Enter details (if any) in Freight, Waybill/Airbill, Containers and Expected Receipt Date fields.
Click Transaction Lines button
7. Intransit Shipment window appears where the user needs to enter the line level details such as the Item, quantity
and so on.
Enter the Item code in the Item field

Steps Action
Select the subinventory in Subinventory field
Select the Locator if the subinventory is locator controlled
Select the subinventory of the destination organization (if required) in To Subinv field
Enter the quantity in the Quantity field.
After entering all the details, save the record.
8. Receive the items against transfer notice
9. To receive materials against inter-org transfers, Oracle uses the same Receipt function that was used by purchse
order receipts.
10. Go to OOCEP Inventory SuperUser>Receiving>Receipts function
11. If Change Organization window appears, then select the desired inventory organization (receiving inventory
organization)
Click OK button.
12. Find Expected Receipts window appears:

Steps Action
13. Enter the below details:

Steps Action
Select Source Type as Internal

Enter the shipment number (entered in step #6) in the Shipment field
Click Find button
14. After this, follow the same steps as receiving items against purchase order.
For details follow the steps mentioned in the topic Purchase Order Receipt.
End of Procedure

Oracle Inventory Management Topic 8: Transactions - Miscellaneous Transaction
Topic 8: Transactions - Miscellaneous Transaction
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser and go to Transactions>Miscellaneous Transactions function
Click OK button.
3. Miscellaneous Transactions header

Steps Action
The Date field will be defaulted to the current date by the system.
In Type field select the appropriate Transaction Type. For instance, in order to issue materials against an expense
account use the transaction type namely Miscellaneous issue.
Enter the desired charge account in the Account field. This account will get defaulted to all the lines of this
transaction.
Note: Transaction type can be of different nature. Transaction types can be used both for receipt of materil in to
stores and also issue of material from the stores. Both this transaction requires a Charge Account, which the
user has to enter during the transaction. User has the option to create different transaction types.
Click on the Transaction Lines button.
4. Miscellaneous transaction lines window will appear:

Steps Action
5. Enter the required details such as:
Item: Item code of the item that needs to be transacted

Subinventory: Subinventory from where the item has to be transacted
Locator: If required enter the locator code
UOM: Will be defaulted by the system
Quantity: Actual quantity that has to be transacted
Account: The charge account against which the item need to be transacted.

Steps Action
Enter the code combination of the destination charge account.
6.
After entering all the required details, save the record.
7. Close the form to exit the function.
End of Procedure

Oracle Inventory Management Topic 9: Transactions - View Material Transactions
Topic 9: Transactions - View Material Transactions
Steps Action
Start of Procedure
1. BNavigate to OOCEP Inventory SuperUser responsibility and go to Transactions>Material Transactions

function.
Click OK button.

Steps Action
3. Find Material Transactions window will open enabling the user to enter the search criteria to find the find the
transaction.
Enter the desired information to shorted and search criteria for transaction. In case you want to see the entire
transactions for that inventory organization, clear the Transaction Dates from and to field and click Find button.
4. Material Transactions window opens showing the material transactions based on the search criteria entered
above.

Steps Action
This form will provide the user the basic information of all the material transactions happened in the inventory
organization.
Select the material transaction line and click on the Distributions button in order to view the accounting entries
generated for each material transaction.
5. Material Transaction Distributions window opens showing the corresponding accounting entries.

Steps Action
6. Close all the forms to exit the function.
End of Procedure

Oracle Inventory Management Topic 10: Move Order - Create Move Order
Topic 10: Move Order - Create Move Order
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser responsibility and go to Move Orders>Move Orders function
2. Move Order form opens as below

Steps Action
3. Move Order header:
Number: Enter a number here, else navigate to the next field and the system will automatically create and assign
a number.
Description: Enter a meaningful description.
Status: Will default to Incomplete
Move Order Type: Will be Requisition when a move order is created manually.
Move Order defaults:
Select the Transaction Type (optional). Transaction types can be created based on the business requirement.
Based on the transaction type selected, the Location will be activated.
Enter Source Subinv, Destination Subinv (if move order transfer), Destination Account and Date Required

Steps Action
fields.
Note: All the values entered here will be defaulted to the move order lines and hence these fields are optional in
this region.
4. Move Order lines:
Enter the Item code, Transaction Type (defaults from the move order defaults if entered), Date Required
(defaults from the move order defaults if entered), UOM (defaulted), Primary Quantity
5. Enter the account information in the Destination tabbed region.
Note: If the account is entered at the move order defaults level, then the same account will be defaulted by the
system to the lines.
6.
After entering all the required details save the record.

Steps Action
7.
Click on the Approve button to approve the move order.

Note: Move Order does not have any approval flow. The user can approve the move order requisition by self.
End of Procedure

Oracle Inventory Management Topic 11: Move Order - Transact Move Order
Topic 11: Move Order - Transact Move Order
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser responsibility and go to Move Orders>Transact Move Orders
function
2. Find Move Order Lines window opens as below:

Steps Action
Enter the move order number in the Numbers field and tab out
Press the Find button.
3. Transact Move Orders window appears as below:

Steps Action
Transaction Date field will be defaulted with the current system date.
Check the Select field and click the Allocate button.
4. Once the allocation is done, the Allocations field the system populates the status as either “Single” or “Multiple”
5. After this step, click on the View/Update Allocations button to view the automatic allocation done by the
system. And here the user has the option to modify/change the allocation.
6. Transact Move Order Line Allocations window will open as below:

Steps Action
7. To view the inventory availability of the particular item, click the Select Available Inventory button.
The system shows the Subinventory and locators of the items located. Enter the desired quantity against the
Subinventory-Locator line and click the Done button. The system will take you back to the Transact Move
Order Line Allocations window.

Steps Action
8. After doing the allocations, click the Save button. System shows a confirmation message that the records is
applied and saved.
Click OK button.

Steps Action
9. Now, select the lines and click Transact button.
10. System confirmation will pop up a confirmation that the transaction is applied and saved.
Click OK and close the window.
End of Procedure

Oracle Inventory Management Topic 12: Counting - Physical Inventory
Topic 12: Counting - Physical Inventory
Steps Action
Start of Procedure
1. Navigate to OOCEP Inventory SuperUser responsibility go to Counting>Physical Inventory sub-menu. This

sub-menu will have four functions as below:
 Physical Inventories
 Tag Generation
 Tag Counts
 Approve Adjustments
2. Create Physical Inventories

Open the Physical Inventories form

Steps Action
Click the Open button.
3. Define Physical Inventories window opens as below.

Steps Action
4.
 Enter a meaningful name in the Name field

 Enter a Description
 Date field will default to the current system date.
5. In the Approvals region, select the Required LOV as Always. This means that the approval is mandatorily
required when posting the counts.
6. Count Subinventories region, select All if required to perform the count of the entire inventory organization,
else select Specific and enter the desired subinventory in order to perform the count for individual subinventory.
All selection:
Specific selection:

Steps Action
7. Status region is controlled by the system and so the user cannot change any vlues in this region.
8. In the selection region, select Allow Dynamic Tags and leave Exclude Zero Balances and Exclude Negative
Balance blank.
9. Save the record.
10. Click the Snapshot button to trigger the concurrent program that creates the snapshot of the current inventory
balances.

Steps Action
Click OK to close the message.
11. Go to the Concurrent Request window and check whether the request “Freeze physical inventory” is
Completed with Normal status.

Steps Action
Close the Requests and Define Physical Inventory window subsequently.
12. Tag Generation

Navigate to the Physical Inventory>Tag Generation

Steps Action
13. Tag Generation window will open as below:

Steps Action
14. Enter the tag generation header details:
 Select the physical inventory name that was created during the previous steps in the Name field (Steps 1
to 11)
 The Description will be defaulted from the physical inventory details
 Snapshot Date will be defaulted by the system.
 Select Tag Type as Default
 Select Show Serial on Tags
15. Enter tag generation details:

Steps Action
Enter a starting number in the Starting Tag field. Rest of all the fields will be auto-generated by the system.
16. Enter all the data as mentioned in the above fields.
Once done, click the Generate button.
17. A confirmation note will appear stating that a concurrent request has been submitted for Tag Generation.

Steps Action
Click OK and close the window.
18. Navigate to the Request window and check whether the report named “Generate physical inventory tags” gets
completed with normal status.
Close the window.

Steps Action
19. Tag Counts:

To enter the tag counts go to Counting>Physical Inventory>Tag Counts function
20. Physical Inventory Tag Counts form will open as below:

Steps Action
21. xEnter the Physical inventory name created above

d
Press Find button
22. System will pop up a decision message whether to query all the existing tags
Press Yes button.

Steps Action
23. All the tags created for the system for each item will be defaulted in the lines regions.
24. Lines Regions: Main Tab
This tab will have the details of the item such as Tag, Item Code, Subinventory, Unit of Measure, and Qty (the
field where user has to enter the counted quantity)

Steps Action
25. Lines Region: Detail Tab
This tab region will have additional details such as Counted By (person name of the logged in username), Lot
number and Serial number (if any)
26. Enter the quantity (counted physically) in to Qty field
27.
After entering the counts for the items Save the record and close the form.
28. Verify the count by running the “Physical inventory counts report” from the Requests functions. The output will
be generated as below which can be used to verify the counts entered in the system.

Steps Action
29. Approve Adjustments

Navigate to Counting>Physical Inventory>Approve Adjustments function.
30. Approve Physical Adjustments Summary window will open as below:

Steps Action
31. Header Information:
Enter the Physical Inventory (created in the above steps) in the Name field and press Find button.
32. The system will default all the tags and the corresponding counts at the line detail:

Steps Action
33. Line Details region:
Default Approver: Enter the person (should be an employee created in the system) who will be the default
approver for these adjustments.

Steps Action
This region will have 4 sub-tabs:
 Adjustments: To see the difference between the actual count and the quantity available in the system
 Item Details: To see the basic details of the item such as lot number or serial number.
 Location: To view the location of the item such as the located subinventory, locator.
 Approver: The person who is going to approve the adjustments. This field will be defaulted from the
Default Approver field locate above this region.
34. Perform Approval action:
Select the option such as Approve or Reject for each adjustment. You must either approve or reject all the
adjustment before processing the adjustments.
35. To verify the approved/rejected adjustments and the cost involved in the same, run the report “Physical
inventory accuracy analysis”.
This report shows the adjustment value for each count and the difference in percentage.
36. Perform Inventory Adjustments:

Steps Action
Navigate to Counting>Physical Inventory>Physical Inventories function
37. Physical Inventories Summary window will open as below
38. Query the physical inventory by pressing F11 key and then Ctrl+F11 key

Steps Action
Select the correct physical inventory and click Open button
39. Define Physical Inventory window will appear for the particular physical inventory
40. Navigate to Menu: Tools> Launch Adjustments

Steps Action
41. Launch Adjustments window will appear as below:
Enter the Adjustment Account

Click Launch Adjustments button
42. System will pop up a message stating that the concurrent has been submitted for the physical adjustments

Steps Action
Click OK button and close the window
43. Navigate to the Requests window and check that the report “Perform physical inventory Adjustments” has been
completed with normal status.

Steps Action
44. To check the adjustments that have been made by the system due to change in the physical count, run the
“Physical inventory adjustments report” and see the details.

Steps Action
45. The system will post the adjustments automatically. To verify the same navigate to Material Transactions
window and check for the adjustments transactions posted by the system.
End of Procedure

Oracle Inventory Management Topic 13: Planning - Min Max Planning
Topic 13: Planning - Min Max Planning
Steps Action
Start of Procedure
1. Setting up Min-Max Planning

Navigate to OOCEP Inventory SuperUser responsibility and go to Items>Master Items function
2. Select the appropriate organization if prompted by the system

Steps Action
3. Master Item form opens as below:
4. Query the existing item for which Min-Max planning has to be made.
To do this press F11 key, and enter the query criteria

Steps Action
Then press Ctrl+F11 keys. The system will fetch the desired result as below:

Steps Action
5. From this window, go to General Planning tab

Steps Action
6. General Planning

Steps Action
Select the Inventory Planning Method as Min-Max, and in the Source region, select the Type as Supplier
Save the record
7. Navigate to the Organization Assignment window to enter the min-max quantity levels. To do this, go to Menu:
Tools>Organization Assignment

Steps Action
8. Organization Assignment screen as below

Steps Action
Select the inventory organization for which the min-max planning has to be made and click the Org Attributes
button.
9. Organization Item window will open as below:

Steps Action
10. In this window, go to the General Planning tab

Steps Action
11. General Planning tab

Steps Action
Enter the min-max quantities:

 Min-Max Quantity
o Minimum: Minimum quantity that has to be maintained in stock
o Maximum: Maximum quantity that has to be maintained in stock
 Order Quantity
o Minimum: Minimum order quantity that can be placed as an order to the vendor
o Maximum: Maximum order quantity that can be placed as an order to the vendor
Save the record and close the window.
12. Running Min-Max Planning

Navigate to Planning>Min-Max Planning function

Steps Action
13. Min-max Planning report opens as below:

Steps Action
14. Select the below parameters:
 Restock: Yes
 For Repetitive Item: Create Requisitions
Click OK button.
Click Submit button.
Click No button.

Steps Action
15. Navigate to the Requests window

Check that the request “Min-max planning report” completed with normal status.
Select the report and click View Output button.

A new browser window opens up with the report output as below:

Steps Action
Check that the report has generated report for the item for which you had entered the min-max quantities. Close
the window.
16. Import Requisitions

The min-max planning would have inserted a new requisition line in Purchasing to create Purchase Requisition.
In order to see the requisition, you need to import the requisition in to Purchasing.
Note: As per the business process designed in the system you may not have access to import and view
purchase requisition. Please contact Procurement department for more information.
To perform this step, navigate to Purchasing responsibility and submit a request called “Requisition Import”.

Steps Action
Enter the below parameters:

Import Source: INV
Initiate Approval after ReqImport: No
Leave the other fields as default.
Submit the report.
17. Verify that the concurrent program “Requisition Import” completed with normal status.

Steps Action
18. To view the imported requisition for the min-max planning item, go to the Requisition Summary and query
requisitions for that item.

Steps Action
Click Find button.
You can see that purchase requisition has got created for this item as above.
19. In order to modify the requisitions, click Open button.

The requisition window opens the particular requisition

Steps Action
Modify the requisition as required and then proceed to submit the same for approval.
Note: Purchase Requisition follows the requisition approval hierarchy for necessary approval. Please
contact Procurement department for more information.
End of Procedure

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DO070. User Manual

Author Prasad Dhanakodi

Creation Date August 5, 2010

Last Update Date December 8, 2019

Document Ref GTS_OOCEP_INV_DO070_2010-08-16_V1.0

OOCEP Business Champion Hisham Al Mukaini

OOCEP Project Manager James Halluk

GTS Project Manager Ajith Mathew

Date Author Version Change Reference

05-Aug-10 Prasad Dhanakodi 1.0 Initial document.

Hisham Al Mukaini Business Champion – OOCEP

Mustafa Alfadhil C&P Advisor – OOCEP

James Halluk Project Manager – OOCEP

Ajith Mathew Project Manager – GTS

Copy No. Name Location

1 Library Master Project Library

2 OOCEP OOCEP - Project Manager

3 GTS GTS - Project Manager

Inventory Management User Procedures

Topic 1: Create and Maintain Items

1. Create a new Master Item

2. Login to the applications and navigate to OOCEP Inventory SuperUser responsibility

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7. Navigate to Tools>Copy From and click on the same

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Change the category segment values as required.

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17. Modify or Update an existing Master Item

18. Navigate to Master Item form (as mentioned from Step 2 to 5)

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22. Modify the desired information for the master item.

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Topic 2: Purchase Order Receipts

1. Navigate to OOCEP Inventory SuperUser responsibility

2. Go to Transactions>Receiving>Receipts or the receipt function assigned to Purchasing responsibility can also

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4. Find Expected Receipts window will open up

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Click Find button after entering the data.

6. Receipt Header window appears

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9. Scroll the vertical scroll bar to see the additional information.

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Note down the receipt number.

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Topic 3: Item On-Hand Availability

1. Navigate to OOCEP Inventory SuperUser responsibility and go to On-hand, Availability>On-hand Quantity

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6. Close all the windows to exit.

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Topic 4: Item Cost