Contents

Contents ......................................................................................................................................... 1 Signatures and Approvals ........................................................ Error! Bookmark not defined. 1 INV: Define Locations ...................................................................................................... 2 2 INV: Define Organization Parameters ......................................................................... 4 3 INV: Define Sub inventories .......................................................................................... 10 4 INV: Define Stock Locators ............................................................................................ 13 5 INV: Define Shipping Methods ...................................................................................... 16 6 INV: Define Shipping Network ...................................................................................... 17 7 INV: Define Unit of Measure Classes ......................................................................... 20 8 INV: Define Unit of Measure ........................................................................................ 21 9 INV: Define Unit of Measure Conversions ................................................................ 22 10 INV: Define Item Types ............................................................................................ 24 11 INV: Define Item Templates .................................................................................... 25 12 INV: Item Relationships ............................................................................................. 26 13 INV: Define Item Categories .................................................................................... 27 14 INV: Define Account Aliases .................................................................................... 28 15 INV: Define Interface Manager ................................................................................ 29 16 INV: Define ABC Compiles ....................................................................................... 30 17 INV: Define ABC Classes ............................................................................................ 31 18 INV: Define ABC Assignment Groups ................................................................... 32 19 INV: Define Cycle Counts .......................................................................................... 33 20 INV: Define Physical Inventories ............................................................................. 35 Issues for this Deliverable....................................................................................................... 37 Appendix........................................................................................ Error! Bookmark not defined.

1 INV: Define Locations

Navigation: Inventory> Setup> Organizations> Locations Description: Header InformationSr. No 1. Field Name Scope Field value Global M/O M Remarks Indicates whether the location is a global or local one Indicates the Name of the Location Indicates the Description of the location. Indicated the Inactive date for the Location.

2. 3. 4.

Name Description Inactive Date

Burlington Facility

M O O

Address DetailsSr. No 1 2 Field Name Address Style Address Field value United States Integra Radionics, Inc 22 Terry Ave Burlington MA 01803 Middlesex United States M/O O M Remarks Indicates the Address style of the Location Indicates the Address of the location.

Time Zone

Indicated the Time Zone for the Location.

Shipping DetailsSr. No Field Name 1 Contact 2 3 4 5 6 7 Ship-To Location Ship-To site flag Bill-To Site Receiving Site Internal Site Office Site

Field value

M/O O M O O O O O

Burlington Facility Checked Checked Checked Checked Checked

Remarks Indicates the Contact name of the Location Indicates the Ship-To of the location. Indicated if the site is to be marked as Ship-To site Indicated if the site is to be marked as Bill-To site Indicated if the site is to be marked as Receiving site Indicated if the site is to be marked as Internal site Indicated if the site is to be marked as Office site

Other DetailsSr. No 1 Field Name Inventory Field value 405-ITGR IO

2

M/O O

Remarks Indicates the Inventory

Organization 2 3 Tax Code EDI Location

RADIONICS PLANT O O

organization attached to the Location Indicates the Tax Code attached to the Location Indicates the EDI Location attached to the Location

2 INV: Define Organization Parameters

Navigation: Inventory> Setup> Organizations> Parameters Description: You can define and update default inventory and costing parameters for your current organization.

Inventory Parameters Tab

Sr. No 1 2 3 4 Field Name Organization Code Item Master Organization Calendar Process Enabled Field value 405 ITGR IO Corporate Office 405CAL M/ O M M M O Remarks This represents the Organization code. Indicates the Item master Organization. Indicates the Name of the work day Calendar. Check the Process Enabled checkbox if the organization is a Process Manufacturing organization. Select a process organization to which you want to relate this Inventory organization. Demand classes segregate scheduled demand and production into groups, allowing you to track and consume those groups independently. In the Move Order Timeout Period field, enter the number of days a Move Order requisition can wait for approval. It indicates the Action which is to be taken after the Move Order is timed Out. It indicates at what level the Locator is Controlled. Indicate whether to allow negative balances. Indicate whether this organization is an Oracle Warehouse Management enabled organization. Indicate whether this organization is enabled for Quality inspection. Indicate whether this organization is an Oracle

Process Organization

Demand Class

Move Order time Out Period

Move Order Time Out Action

Approve Automatically

9 10 11

Locator Control Allow Negative Balances WMS Allowed

Determined at Sub inventory Level

M O O

12

13

Quality Skipping Inspection Control EAM Enabled

Sr. No

Field Name

Field value

M/ O

Remarks Enterprise Asset Management enabled Organization. Indicates the Name of the Oracle Enterprise Asset Management enabled Organization. Enter a total load weight for this organization. Enter a unit of measure for this organization. Enter a total volume for this organization. Enter a unit of measure for this organization.

14

rganization

15 16 17 18

Capacity Load Weight UOM Volume UOM

O O O O

Costing Information Tab

Sr. No 1 Field Name Costing Organization Field value ITGR IO RADIONICS PLANT M/ O O Remarks Indicates the costing organization that controls the costs in your current Organization. Indicated the Method of Costing which should be enabled for this Organization. Indicates the name of the Rates Cost Type. Indicate whether all transactions are posted in detail to the General Ledger. Indicate whether to reverse encumbrance entry upon receipt in Inventory. Indicate whether sub inventories can be associated with a given Project and task. Optionally, enter a Cost Cut-off Date. Select a material sub element that this Organization uses as a default when you define item costs. Select a Default Material Overhead SubElement from the list of values. Indicate the default cost

Costing Method

Standard

3 4

Rates Cost Type Transfer to GL Summary

O M

Reserve Encumbrance

Project Cost Collect. Enabled

Cost Cut-off Date

Default Material Sub-Element

Material

Default Material Overhead SubElement Default Cost Group CG-1324

5

10

Sr. No

Field Name

Field value

M/ O

Remarks group for the organization. An asset account that tracks material cost. For average costing, this account holds your inventory and Intransit values. Once you perform transactions, you cannot change this account. An asset account that tracks outside processing cost. An asset account that tracks material overhead cost. An asset account that tracks resource and outside processing overheads. An asset account that tracks resource cost. The expense account used when tracking a nonasset item.

11

Valuation Accounts Material

1215-0000-1341000000-0000-0000000000-0000

12

Outside Processing

13

Material Overhead

14

Overhead

1215-0000-1341000000-0000-0000000000-0000 1215-0000-1341000000-0000-0000000000-0000 1215-0000-1341000000-0000-0000000000-0000 1215-0000-1341000000-0000-0000000000-0000 1215-9405-4331200000-0000-0000000000-0000

15

Resource

16

Expense

Revision, Lot, Serial Tab

Sr. No 1 Field Name Starting Revision Field value 1 M/ O M Remarks Enter a starting revision to be the default for each new item. Select an option for lot number uniqueness. Select an option for lot number generation. Indicate whether to add zeroes to rightjustify the numeric portion of lot numbers (Zero Pad Suffix). Select an alphanumeric lot number prefix to use for systemgenerated lot numbers when generation is at the organization level. Define the maximum length for lot numbers. Select an option for serial number uniqueness. Select an option for serial number generation. Select an alphanumeric

2 3 4

Lot Control Uniqueness Generation Zero Pad Suffix

None At Organization Level Check the box

M M O

Prefix

405

6 7 8 9

Total Length Serial Control Uniqueness Generation Prefix

12 Within Inventory and Model Items At Organisation Level

6

O M M O

Sr. No

Field Name

Field value

M/ O

Remarks serial number prefix to use for System generated serial numbers when generation is at the organization level. Enter a starting serial number to use for system generated serial numbers. Indicate whether the system will suggest serial numbers as part of the move order line allocating process.

10

Starting Serial Number Allocate Serial Numbers

11

ATP, Pick, Item Sourcing Tab

Sr. No 1 Field Name ATP Defaults Rule Field value US ATP RULE M/ O O Remarks Select a default ATP rule. ATP rules define the options used to calculate the available to promise quantity of an item. Select a default picking rule. Picking rules define the priority that order management functions use to pick items. Enter a default sub inventory picking order. Enter a default locator picking order. Check the Pick Confirmation Required box if you want your pickers to manually pick confirm. If you do not check the box, pick confirmation will occur automatically. Select a source type for item replenishment. Select the organization used to replenish items. Select the sub inventory used to replenish items. Indicates that it is a Distributed Organization.

Picking defaults Rule

3 4 5

Sub inventory Order Locator Order Pick Confirmation Required

O O O

6 7 8 9

Item-Sourcing Detail Type Organization Sub inventory Distributed Parameters Distributed Organization Carrier Manifesting Organization

O O O O

10

Indicates that it is a Carrier Manifesting Organization.

Inter-Org Information Tab

Sr. No 1 Field Name Inter Organization Transfer Charge None Field value M/ O O Remarks Select an Inter Organization Transfer Charge option. None: Do not add transfer charges to a material transfer between organizations. Automatically add a predefined percent of the transaction value when you perform the inter organization transfer. Enter the Percentage for the Predefined. Enter the discrete value to add when you perform the interorganization transfer. Enter the discrete percentage of the transfer value to add when you perform the inter organization transfer. The default general ledger account used to collect transfer charges when this organization is the shipping organization. This is usually an expense account. The default general ledger account used to collect the purchase price variance for interorganization receipts into standard cost organizations. The default general ledger account used as an inter organization clearing account when this organization is the shipping organization. The default general ledger account used as an inter organization clearing account when this organization is the receiving organization. This is usually a liability account. The default general ledger account used to hold In transit inventory value.

Predefined

3 4

% Requested Value

M O

Requested Percent

Inter Organization Transfer Accounts Transfer Credit Purchase Price Variance

Receivable

Payable

10

In transit Inventory

Other Accounts Tab

Sr. No 1 Field Name Receiving Accounts Purchase Price Variance Field value 1215-9405-4171100000-0000-0000000000-0000 M/ O M Remarks Enter a general ledger account to accumulate Purchase Price Variance for this organization. Enter a general ledger account to accumulate Invoice Price Variance for this organization. Enter a general ledger account to accumulate Inventory Accounts Payable Accrual for this organization. This is the default account when you define your sub inventories. Enter a default Sales revenue account. Enter a default Cost of Goods Sold account. Enter a default Project Clearance account.

Invoice Price Variance

1215-9405-4171200000-0000-0000000000-0000 1215-0000-2120300000-0000-0000000000-0000

Inventory AP Accrual

Encumbrance

Profit and Loss Accounts Sales Cost of Goods Sold

1215-0000-3031000000-0000-0000000000-0000 1215-0000-4041000000-0000-0000000000-0000

Project Clearance Account Project Clearance Account Cost Variance Account Cost Variance Account

Enter a default Cost Variance account.

3 INV: Define Sub inventories

Navigation: Inventory> Setup> Organizations> Sub inventories Description: At least one sub inventory must be defined for each organization.
A sub inventory is a physical or logical grouping of the inventory, such as raw material, finished goods, defective material, or freezer compartment. You must move each item into, out of, or within a sub inventory whenever an inventory transaction is performed. Demo Sr. No 1 2 3 4 Field Name Name Description Status Default Cost Group Field value Demo Demo Pool Warehouse Active CG-1345 M/ O M O M O Remarks Name of the Sub inventory. Description of the Sub inventory. Indicates the Status of the Sub inventory. Default Cost Group for this particular Sub inventory.

Main Tab
Sr. No 1 Field Name Parameters Quantity Tracked Field value Check The Box M/O O Remarks Indicate whether each transaction for this sub inventory updates the quantity on hand for the sub inventory (Quantity Tracked). Indicate whether to maintain the value of this sub inventory on the balance sheet (Asset Sub inventory). Indicate whether this sub inventory is depreciable. Indicate whether to include items in this sub inventory in ATP Calculations. Indicate whether to designate items in this sub inventory as Depreciable. Indicate whether the planning process uses the onhand balance of

Asset Sub inventory

Check The Box

Depreciable

Include in ATP

Allow Reservation

Nettable

10

Sr. No

Field Name

Field value

M/O

Remarks these sub inventory items as available inventory (Nettable). Indicate if picks from this sub inventory can be cartonized. Select a type of locator control. Indicate the default locator status of the locators in this sub inventory. Enter a picking order value for use by Oracle Warehouse Management to sequence picking tasks. Enter a Dropping Order Value. Optionally, enter an inactive date for the sub inventory. Select a Notify Type from drop down. Enter a location for the sub inventory. If the Sub inventory type is Receiving, this field is mandatory. Indicate the picking unit of measure used to store material in this sub inventory. Optionally, enter pre processing, lead time for items in this sub inventory. Optionally, enter processing lead times for items in this sub inventory. Optionally, enter post processing lead times for items in this sub inventory. Select a source type for item replenishment. Select the organization used to replenish items in this sub inventory. Select the sub inventory used to replenish items in this sub inventory.

Enable Cartonization Locator Control Default Locator Status Pre Specified Active

8 9

M M

10

Picking Order

11 12

Dropping Order Inactive On

O O

13 14

Notify Location

O O

15

Picking UOM

16

Lead Times Pre-Processing

17

Processing

18

Post-Processing

19 20

Sourcing Type Organization

O O

21

Sub inventory

11

Accounts Tab
Sr. No 1 Field Name Material Field value 1215-0000-1311000000-0000-0000000000-0000 1215-0000-1311000000-0000-0000000000-0000 1215-0000-1311000000-0000-0000000000-0000 1215-0000-1311000000-0000-0000000000-0000 1215-0000-1311000000-0000-0000000000-0000 1215-9405-5221000000-0000-0000000000-0000 M/ O M Remarks An asset account that tracks material cost. An asset account that tracks outside processing cost. An asset account that tracks material overhead cost. An asset account that tracks resource and outside processing overheads. An asset account that tracks resource cost. The expense account used when tracking a nonasset item. An expense account used to recognize the reservation of funds when a purchase order is approved.

Outside Processing

Material Overhead

Overhead

Resource

Expense

Encumbrance

Other Sub Inventories: (405 Inventory Org)

Name Demo ENGG FLRSTK FM MRB_FG MRB_RM REPAIR RM STAGE

Description Demo Pool Warehouse Engineering Product Build Shop floor Stock Finished Good Material Suspect Finished Goods Suspect Raw Material Repair - non costed Raw Material Test Staging Sub inventory

12

4 INV: Define Stock Locators

Navigation: Inventory> Setup> Organizations> Stock Locators Description: Locators are optional structures within sub inventories. Locators may represent rows, aisles, or bins in warehouses. You can receive items directly into and ship items directly from locators.

Common for all Tabs

Sr. No 1

Field Name Locator

Field value

M/O M

Remarks Indicates Name of the Locator. The locator must be unique across an organization. Description of the Locator.

Description

Parameters Tab
Sr. No 1 2 Field Name Type Status Field value M/ O O O Remarks Indicate the locator type available choices. Indicate the material status of this locator, which controls the enabled transactions for all material in this locator. Enter the sub inventory where the locator resides. Enter a picking order value indicating the priority for picking items from this locator relative to another locator. Enter a dropping order to indicate the priority for dropping items in this locator relative to another locator. Enter the inactive date for the locator. This is the date the locator becomes inactive.

3 4

Sub inventory Picking Order1

M O

Dropping Order

Inactive On

Capacity Tab
Sr. Field Name Field value
13

M/

Remarks

No 1

Units Maximum

O O

Enter a value for the maximum number of items you can store in this locator.

2 3 4 5

Current Suggested Available Volume UOM

O O O O

Enter unit of measure and maximum volume values describing the volume of inventory that can be stored in this locator.

6 7 8 9 10

Maximum Current Suggested Available Weight UOM

O O O O O

11

Maximum

Enter unit of measure describing the weight of inventory that can be stored in this locator. Enter maximum weight values describing the weight of inventory that can be stored in this locator.

12 13 14

Current Suggested Available

O O O

Dimensions Tab
Sr. No 1 Field Name Pick UOM Field value M/ O O Remarks Indicate the picking unit of measure used to store material in this locator. It is used to divide pick tasks by their unit of measure. Indicate the unit of measure in which the dimensions are expressed. Indicate the length of the locator. Indicate the Width of the locator. Indicate the Height of the locator.

Dimension UOM

3 4 5

Length Width Height

O O O

Coordinates Tab
Sr. Field Name Field value
14

M/

Remarks

No 1 2 3

X Coordinate Y Coordinate Z Coordinate

O O O O

Indicate the X coordinates of the locator. Indicate the Y coordinates of the locator. Indicate the Z coordinates of the locator.

Locators (405 Inventory Org)

15

5 INV: Define Shipping Methods

Navigation: Inventory> Setup> Organizations> Shipping Methods Description: The Shipping Method is a Quick Code used to define specific shipping methods. For example: Ground, Express, or Air. You can associate shipping methods with lead times in the Interorg Shipping Methods window.

Sr. No 1 2 3 4 5 6 7 8

Field Name Type Meaning Application Description Access Level User Extensible System Code

Field value SHIP_METHOD SHIP METHOD Oracle Inventory Ship Method Check the Box

M/ O M O M O O O O M

Remarks

9 10 11 12 13 14

Meaning Description Tag Effective Dates From To Enable

M O O O O O O

Enter a unique alphanumeric code describing the shipping method. Enter the meaning of the shipping method code.

Optionally, enter from and to effective dates.

Indicate whether the shipping method is enabled.

Shipping Methods (405 Inventory Org)

16

6 INV: Define Shipping Network

Navigation: Inventory> Setup> Organizations> Shipping Networks Description: Interorganization shipping network information describes the relationships and accounting information that exists between shipping (from) organization that ships inventory to a destination (to) organization.

Sr. No 1 2 3 4

Field Name Organization Scope Organization From To

Field value

M/ O M M M

Remarks Enter Organization. Indicates the Scope. Choose from LOV. Enter the shipping or From organization. Enter the destination or To organization.

Shipping Networks Main Tab

Sr. No 1 2 Field Name Transfer Type FOB Field value M/ O M O Remarks Enter the transfer type. Select from LOV. If you selected In transit in the Transfer Type field, select the FOB. Indicates whether Elemental Visibility is Enabled. If you selected In transit in the Transfer Type field, select a receipt routing option. Indicate whether an internal order is required for each transfer. Indicates whether Manual receipt is generated at the Expense destination.

Elemental Visibility Enabled Receipt Routing

Internal Ordered Required Manual Receipt at Expense Destination

Transfer, Distance Tab

Sr. No 1 Field Name Transfer Charge Type Field value M/ O M Remarks Select the inter organization transfer charge type for

17

Distance UOM

Value

calculating transfer charges. If Predefined Percent is selected in the Transfer Charge Type field, enter the percentage value to add to a material transfer. Enter the unit of measure for the distance from the shipping organization to the destination organization. Enter the distance value (in the unit of measure) from the shipping organization to the destination organization.

Primary Accounts Tab

Sr. No 1 Field Name Transfer Credit Field value M/ O M Remarks Enter the general ledger transfer credit account used to collect transfer charges for the shipping organization. Enter the general ledger account used to collect the purchase price variance for inter organization receipts into standard cost organizations.

Purchase Price Variance

Secondary Accounts Tab

Sr. No 1 Field Name Inter-Org Receivables Field value M/ O M Remarks Enter the general ledger receivables account used as an interorganization clearing account for the shipping organization. Enter the general ledger payables account used as an interorganization clearing account for the receiving organization.

Inter-Org Payable

Other Accounts Tab

Sr. No 1 Field Name In transit Inventory Profit In Inventory Organization Name
18

Field value

M/ O M

Remarks Enter the general ledger account used to hold the In transit inventory value. Organization Name

2 3

From To

automatically displays. Organization Name automatically displays.

Shipping Networks (405 Inventory Org)

19

7 INV: Define Unit of Measure Classes

Navigation: Inventory> Setup> Units of Measure> Classes Description: A group of units of measure and their corresponding base unit of measure. The standard unit classes are Length, Weight, Volume, Area, Time, and Pack Sr. No 1 2 3 4 Field Name Name Description Base Unit UOM Field value M/ O M O M M Remarks Enter a unique name for the Unit of Measure Class. Description of the Unit of Measure Class Define the Base Unit for this Class Define a unique abbreviation for the base unit of measure. For example, EA for each or HRS for hours.

Inactive On

Unit of Measure Classes: (405 Inventory Org)

20

8 INV: Define Unit of Measure

Navigation: Inventory> Setup> Units of Measure> Units of Measure Description: The unit that the quantity of an item is expressed Sr. No 1 2 Field Name Name UOM Field value M/ O M M Remarks Enter the Unique name for the Unit of Measure Enter a unique abbreviation for the unit of measure with a Maximum length of three characters. For example, EA for each or HRS for hours. Enter the Description Indicate if this is the base unit of measure for the unit of measure class. Enter a Unit of Measure Class

3 4

Description Base Unit

M M/O

5 6

Class Inactive on

M O

Unit of Measure: (405 Inventory Org)

21

9 INV: Define Unit of Measure Conversions

Navigation: Inventory> Setup> Units of Measure> Conversions Description: Numerical factors that enable you to perform transactions in units other than the primary unit of the item being transacted Standard Sr. Field Name No 1 Unit 2 Class 3 Conversion

Field value

M/ O M M M

Remarks Enter a Unit of Measure Class will get populated based on Unit of Measure Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure established for this class. For example, if one DZ (this unit of measure) is equivalent to 12 EA (Base unit), the conversion factor is 12. Or, if EA is equal to Onetwelfth of a DZ, the conversion factor is 0.08333. Class will get populated based on Unit of Measure

4 5

Base Unit Inactive On

M O

Intra-class
Sr. No 1 2 3 4 Field Name Item Unit Class Conversion Field value M/ O M M M M Remarks Select the Item from the List of values Select the Unit of Measure Class will get populated based on Unit of Measure Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure established for this class. For example, if one LB (this unit of measure) is equivalent to 16 OZ (base unit), the conversion factor is 16. Base Unit will get populated based on Unit of Measure

Base Unit

22

Inter-class
Sr. No 1 Field Name Item Base Unit 2 Destination Field value M/ O M M Remarks Select the Item from the List of values Base Unit will get populated based on Unit of Measure Class will get populated based on Unit of Measure Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure established for this class. For example, if one LB (this unit of measure) is equivalent to 16 OZ (base unit), the conversion factor is 16. Base Unit will get populated based on Unit of Measure Class will get populated based on Unit of Measure

Class

Conversion

Base Unit 4 Source

Class

Unit of Measures Conversion: (405 Inventory Org) y Unit of Measure Conversion: Standard y Unit of Measure Conversion: Intra-class

23

10 INV: Define Item Types

Navigation: Inventory> Setup> Items> Item Types Description: The User Item Type item attribute is a Quick Code you use when you define an item. You can use the types provided by Oracle Inventory or create your own. Sr. Field Name Field value M/ Remarks No O 1 Code M Enter a unique alphanumeric code describing the item type. You can define a maximum of 250 Quick Codes for a single Quick Code type. You cannot change the values in this field after saving them. To remove an obsolete Quick Code you can disable the code, enter an end date, or change the meaning and description to match a replacement code. 2 Meaning M Enter the meaning of the item type. Inventory uses this value in the list of values for the User Item Type item attribute in the Items window. 3 Description O Enter the Description 4 Tag O 5 From O Enter From date 6 To O Enter to date 7 Enabled Indicate whether the item type is enabled. An item type must be enabled before you can define items using the item type. If you disable an item type you cannot use it to define items but can query items that already use this item type. Item Types: (405 Inventory Org)

24

11 INV: Define Item Templates

Navigation: Inventory> Setup> Items> Templates Description: A template is a defined set of attribute values. When a template is applied to an item, you overlay or default in the set of attribute values to the item definition. The same or different templates can be applied to an item multiple times. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (for example, the Primary Unit of Measure, which is never updatable). Sr. No 1 2 3 4 Field Name Template Description Organization Show: All Groups Attribute Name Controlled At Field value M/ O M M O Remarks Name of the Template. Description of the Template. Optionally, select an Organization for LOV. All the Attributes will Appear on screen by Default. All the field values will Appear on screen by Default. Select a Value from LOV. Indicates whether the Attribute is Enabled or not.

6 7

Value Enabled

O O

Item Templates: (405 Inventory Org)

25

12 INV: Item Relationships

Navigation: Inventory> Items> Item Relationships Description: Relationships can be defined between items. This allows you to search for items through these relationships. Except in Oracle Purchasing, these relationships are for inquiry and reporting purposes only.

Sr. No 1

Field Name From Item

Field value

M/ O M

Remarks Enter an item that represents the From part of the relationship. Enter an item that represents the To part of the relationship. Select the Type of relationship between the items. Indicate whether the item relationship is Reciprocal. Enter the Effective Dates if the item relationship is Split, Merge, or Migration. Description of the Item automatically Defaults. Description of the Item automatically Defaults.

To Item

Type

4 5

Reciprocal Effective dates From To Item Description From To

O O

6 7 8

Item Relationships: (405 Inventory Org)

26

13 INV: Define Item Categories

Navigation: Inventory > Setup > Item > Categories > Category Codes Description: You can define an unlimited number of categories and group subsets of your categories into category sets. A category can belong to multiple category sets. You can assign a category to a category set either at the time you define a category set or at the time you assign an item to the category. A category is a logical classification of your items. It is a Code used to group items with similar characteristics, such as plastics, metals, or glass items. Sr. No 1 2 3 4 Field Name Structure Name Category Description Enable Field value Item Categories ITGR_SALES_MKTG_CATEGORIES M/ O M O O O Remarks Name of the Structure. Type of Category. Description of Category. This indicates that the Category is Enabled. This indicates that the Category gets Inactive from the date. It indicates that this Category is enabled for I Procurement module. It indicates that this Category can be viewed by the Supplier.

Inactive On

Enable for I Procurement

Viewable by Supplier

y y

Item Categories (405 Inventory Org) Structure Name: ITGR_SALES_MKTG_CATEGORIES Structure Name: Item Categories

27

14 INV: Define Account Aliases

Navigation: Inventory> Setup> Account Aliases Description: An account alias is an easily recognized name or label representing a general ledger account number. You can view, report, and reserve against an account alias. During a transaction, you can use the account alias instead of an account number to refer to the account.

Sr. No 1

Field Name Alias

Field value MISCTR

M/ O M

Remarks Enter a unique account alias name derived from concatenated segments of the account alias name key flex field. Enter the Description for the Alias. Enter the general ledger account to which you charge all transactions that use this account alias. Enter the effective date on which the account alias is enabled. Enter a date until this Alias should be effective.

2 3

Description Account

Misc Inventory Adjustment 1215-9405-4331200000-0000-0000000000-0000

O M

Effective On

10-MAY-2006

Effective To

28

15 INV: Define Interface Manager

Navigation: Inventory> Setup> Transactions> Interface Manager Description: The transaction managers execute the following processes: material transaction, demand reservation, move transaction, resource cost transaction, remote procedure call, and material cost transaction. These run at periodic intervals you specify until you delete them with the concurrent manager. They control the number of transaction workers, processing intervals, and number of transactions processed by each worker during each interval. Sr. No 1 Field Name Name Field value M/ O Remarks Indicates the Name of the Interface Manager. All the Managers will Appear by Default in the Form. All the Statuses will Appear by Default in the Form. Enter the maximum number of rows to assign to the worker. Specify the processing timeout in Hours. Specify the processing timeout in minutes. Specify the process interval in Hours. Specify the process interval in hours Specify the process interval in hours

Status

Worker Rows

4 5 6

Time Out Hours Minutes Process Interval Hours Minutes

M M M

Seconds

Interface Manager: (405 Inventory Org)

29

16 INV: Define ABC Compiles

Navigation: Inventory> ABC Codes> ABC Compiles Description: You can define and compile an ABC analysis for your entire organization or for a specific sub inventory within your organization. You choose the compilation criterion, the scope of your analysis, the cost type to use in determining item values, and any additional information that may be conditionally necessary, based on your compilation criterion. The combination of all these parameters constitutes an ABC compile header, identified by the ABC compile name. You use this name to identify any activity pertaining to this ABC analysis. Sr. No 1 2 3 Field Name Compile Name Description Content Scope Organization Field value 405 Org level 405 Org level ABC Compile Organisation (Check the Box) M/O M Remarks Enter a unique name for the ABC compile. Description of the Compile. Determine the scope of the analysis by selecting the content level for items to include in the compile. Select the valuation scope for determining the ranking of items. Select the compile criterion or method of ranking items in the ABC compile. Enter a cost type. Select an MRP forecast name. Select an MRP plan name. Enter a start (from) date. Enter an end (to) date. Optionally enter the details.

M/O

4 5

Sub inventory Valuation Scope Organization Sub inventory Compile Specification Criterion Cost Type Forecast Plan Name From Date To Date Last Compile Results Compile Date Status Number of Items Total Quantity Total Value

Organisation (Check the Box)

M/O M/O

6 7

Current on hand quantity

M/O M

8 9 10 11 12 13

Frozen

M O O O O O

31-MAY-2006

14 15 16 17

Complete 370 2329 262536.50956

O O O O

30

17 INV: Define ABC Classes

Navigation: Inventory> ABC Codes> ABC Classes Description: You use ABC classes to identify the value groupings to which your items belong. You define these classes using your own terminology. For example, you might define classes High, Medium, Low, and later assign your items of highest rank to the High class, those of lower rank to the Medium class, and those of lowest rank to the Low class. You can add to the list of classes you have already defined. Sr. No 1 2 3 Field Name Class Name Description Inactive On Field value M/ O M O O Remarks Enter a unique name for the class. Description of the Class Name. Enter the date on which the Class Name type becomes inactive.

ABC Classes: (405 Inventory Org)

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18 INV: Define ABC Assignment Groups

Navigation: Inventory> ABC Codes> ABC Assignment Groups Description: ABC assignment groups associate ABC classes with an ABC compile. You assign items to ABC classes within a particular group. This allows you to assign items to different ABC classes in different groups. Sr. No 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Field Name Group Name Compile Name Sub-Inventory Valuation Scope Update Items Item ABC Class ABC Class Description Assign Items Class Item Seq Inventory Value Items % Value % Group Classes Priority Class Name Description Field value 405 org level assignment group 405 Org level M/ O M O O O M O O Name of the Item Class to which item belongs Description of the class Remarks Indicates name of the group Name of Compile Indicates name of subinventory

All Items

O O O O O O M M O

Name of class Name of the item

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19 INV: Define Cycle Counts

Navigation: Inventory>Counting>Cycle Counting>Cycle Counts Description: Use this form to define your organizations Cycle Count Program Sr. No 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 Field Name Cycle Count Description Calendar Adjustment Account Inactive On Scope Late Count Days Unscheduled Count Entry On hand Visible Automatic Recounts Max Auto Recount Auto Schedule Enabled Count Frequency Count Zero Quantity Starting Count Sequence Last Schedule Date Next Schedule Date Approval Option Quantity Variance Positive Quantity Variance Negative Adjustment Value Positive Adjustment Value Negative Hit/Miss Tolerance Positive Hit/Miss Tolerance Negative ABC Assignment Group Initialization Status
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Field value

M/ O M O M M O O O O O O O O O O O O O O O O O O O O O O

Remarks Name of cycle count Description of cycle count Calendar to be used

Date when it will be inactive Scope of cycle count

Whether to be re-counted automatically or not Maximum number of recounts Whether it is auto scheduled or not Frequency of counting

Start of the sequence last schedule date Next schedule date

Quantity variance negative Adjust value positive Adjustment value negative

Name of ABC Assignment group. Status of initialization.

Sr. No 27 28 29 30

Field Name Serial Count Option Serial Detail Option Serial Adjustment Option Serial Discrepancy Option

Field value

M/ O O O O O

Remarks

Cycle Counts: (405 Inventory Org)

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20 INV: Define Physical Inventories

Description: Use this form to define Physical Inventory parameters for your organization. Navigation: Inventory>Counting>Physical Inventory>Physical Inventories Sr. No 1 2 3 4 Field Name Physical Inventory Date Description Snapshot complete Field value M/ O M O O O Remarks Name of the physical inventory Date whn created Description of the physical inventory

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21 INV: Define Profiles

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Issues for this Deliverable

Open Issues ID Issue Resolution Responsibility Target Date

Closed Issues ID Issue Resolution Responsibility Target Date

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