ITEMS

- An item is a part or service you purchase, sell, plan, manufacture, stock, distribute, or a prototype. - Item attributes are the collection of information about an item. - Items Master Items

- Organization - Item Main

Indicate the Inventory Organization that the item belongs to. represent the item code.

the unit that is used to count or measure this item. You can stock items in two units of measure, so you can add another unit. - Deviation Factor +/You can enter acceptable deviations as decimal values. This produces a plus or minus tolerance of acceptability. - User Item Type specifies the type of the item.
- Unit of Measure - Dual Control Inventory

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Indicate whether to stock and transact this item in Oracle Inventory. You must turn this option on if you want to enable the following item attributes: Stockable, BOM Allowed, Transactable, and Build in WIP (inventory = Stockable + Transactable). - Stockable Indicate whether to stock this item in Inventory. - Transactable Indicate whether to allow Inventory transactions. - Revision Control Indicate whether to track inventory balances by revision. - Reservable Indicate whether you can create material reservations.
- Inve ntory Item - Lot Expiration (Shelf Life) Control

Lot Expiration control governs how long items in a given lot remain available. to enforce the use of lot numbers during material transactions. to enforce the use of serial numbers during material transactions

- Lot Control

- Serial Number Control Bill of Material

- BOM Allow e d

tab Allows you to define a bill of material for an item, or to assign the item as a Component on a bill.

Costing

- Cost in g En a ble d

Indicate whether to report, value, and account for any item costs. For example, you might disable costing for reference items, or for invoice only (non stock) items that you never ship and never hold in inventory. I n ve n t or y Asse t V alu e Indicate whether to value an item as an asset in inventory. Turning this option off indicates an expense item. Cost of Goods Sold Accou n t Enter a general ledger account to use as a source for the Cost of Goods Sold Account. Ex. Retained earnings Account tab Indicate whether to purchase and receive an item. Purchasable Indicate whether to order an item on a purchase order. tab Indicates whether this item is built in the factory.

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Purchasing -

- Purchased

Work In process - Build in WIP Invoicing

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- I n voice a ble I t e m - Sales Account

Indicate whether to include an item on an Oracle Receivables invoice. Enter the general ledger account Oracle Receivables uses to record revenue when you bill the customer. tab

Order Management

. Customer Ordered

Indicate whether to allow an item to be ordered by external customers. You can add any customer orderable items to price lists in Oracle Order Management.

. Customer Orders Enabled

Indicate whether an item is currently customer orderable. If you turn this attribute on you can specify the item in the Enter Orders window in Oracle Order Management. You can initially define an item with Customer Ordered Item turned on and Customer Orders Enabled turned off. This means prices can be defined for the item, but no orders can be placed for it.
. Internal Ordered

Indicate whether to allow an item to be ordered on an internal requisition.

. Internal Orders Enabled

Indicate whether you can currently order an item internally. If you turn this attribute on, you can specify the item on an internal requisition, if Internal Ordered Item is also on. If you turn Internal Ordered Item on, you can temporarily exclude an item from being ordered on an internal requisition by turning this attribute off.

. Shippable

Indicate whether to ship an item to a customer. Shippable items are released by Oracle Shipping execution s Pick Release program, creating confirmable shipping lines, and are printed on the pick slip. A warning is issued if you change the value of this attribute when open sales order lines exist. Indicate whether demand can be placed for an item, and whether shipment transactions are interfaced to Oracle Inventory. Most items with Shippable turned on also have OE Transactable turned on. For items you do not ship, you may still want OE Transactable turned on if you use the items in forecasting or planning. If you also want to reserve the item, turn Receivable on. A warning is issued if you change the value of this attribute when open sales order lines exist. You cannot turn this attribute off if demand exits. Enter the Oracle Shipping Execution primary shipping organization. This organization defaults to the Enter Orders window if Item is the source attribute of the Warehouse object in the standard value rule set for the order. This organization defaults to the Enter Returns window if a receiving warehouse is not defined on the customer or order type. Enter the picking rule that defines the order in which Sub inventories, locators, lots, and revisions are picked. Note: Copy Item / Define Item from a Template - Master items window Tools menu copy from

. OE Transactable

. Default Shipping Organization

. Picking Rule

- Choose the template & the item you copy from & then modify any changes.

Item Status
- Setup Items Status Codes - You can define the item statuses such as Active, Inactive, Manufacture, and Hold ..

Item Templates
- Setup Items Template (User Item Type field Item Master window) - An item template is a standard set of attribute values that you use to define or update items. When you apply a template to an item, you set the item attribute values to the template attribute values for those attributes you enable in the template.

Transactions Miscellaneous Transactions

- Transaction Miscellaneous Transactions - With a miscellaneous transaction you can issue material to or receive material from general ledger accounts in your current organization.

- Type

Enter a transaction type. This can either be a predefined system type or one you defined. Transaction Type = Transaction Source Type + Transaction Action . ( ) (Sales order) ( )

to specify the account which the transaction affect in it you can define it from Setup Account Aliases Transaction Lines button To enter the items to transfer.
- Sou r ce Note:

- Enter an inventory item to transfer. If you choose to default inventory information from the serial number, enter a serial number. - Enter the subinventories from and to which to transfer material. Note: Enter the same subinventory in the Sub and To Sub fields to transfer material between locators. - Optionally, enter the locators from and to which to transfer the item. You must enter a value here if you established locator control. - You can enter a new value in the To Locator field only if you defined locator control as dynamic entry. Available On- hand

Lot/Serial

Displays the quantity available to transfer, based on the unit of measure you specified. Displays the current on hand quantity for the item. button Optionally, enter a lot number for the item.

Units of Measure
Unit of Measure Classes

- Setup unit of Measure Classes - You need to define unit of measure (UOM) classes and the base unit of measure for each class. UOM classes represent groups of units of measure with similar characteristics, such as Volume or Length. Oracle Inventory uses the base unit of measure to perform conversions between units of measure in each class and between two different UOM classes. - You need to define units of measure for tracking, moving, storing, and counting items. Each item that you define in Oracle Inventory must have a primary unit of measure

Conversion

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specify the conversion rules between the base unit and other units in the class.

Units of Measure

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to define the units of that class

INVENTORY SETUP
Define System Items Flexfield
Required

- Setup Flexfields Key Segments (FLEXfield Title: System Items) - You must design and configure your System Items Flexfield before you can start defining items.

Segments

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Define Item Categories Flexfield

Required

- Setup Flexfields Key Segments ( FLEXfield Title: Item Categories) - You must design and configure your Item Categories Flexfield before you can start defining items since all items must be assigned to categories.

Segments

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Define Item Catalogs Flexfield

Required

- Setup Flexfields Key Segments ( FLEXfield Title: Item Catalogs) - If you make entries for your items in a standard industry catalog or want to group your items according to certain descriptive elements, you need to configure your Item Catalog Group Flexfield.

Segments

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Define Stock Locators Flexfield

Required

- Setup Flexfields Key Segments ( FLEXfield Title: Stock locators) - If you keep track of specific locators such as aisle, row, bin indicators for your items, you need to Configure your Stock Locators Flexfield and implement locator control in your organization.

Segments

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Define Account Aliases Flexfield

Required

- Setup Flexfields Key Segments ( FLEXfield Title: Account Aliases) - If you want to define logical references to frequently used account number combinations and use them as transaction source types.

Segments

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Define Sales Order Flexfield

- Setup Flexfields Key Segments ( FLEXfield Title: sales order) - If you want to ship items from inventory to meet customer demand as specified in a sales order, regardless of whether you are using Oracle Order Management.

Segments

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LOCATIONS

Optional

- Setup Organizations Locations - Define names & addresses for the locations you use within your organization. - Oracle Inventory & other oracle Applications use Locations fro Requisitions, Receiving, shipping, Billing & Employee assignments. - If the Purchasing module were installed, this form would be used in the purchasing setup.

- Address Details

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enter the address style & address for the location.

- Make sure that you flagged the following parameters (Ship to Location, Ship to Site, and Bill to Site, Office Site, Internal Site, and Receiving Site) in high accuracy because it will affect the Receiving and billing transactions. - Ship- To site to make the location valid for using on a purchase order or Requisition. - Bill- To Site which is used by Payables, is specified on a purchase order header

- Inventory Organization - Tax Code

specifies the inventory organization of that location. specify the tax used in the transactions for that location.

Employees

Optional

- Setup Organizations Employees - Enter the names, addresses, and other personal details of your employees. Oracle Inventory uses this information as the QuickPick source for employee fields in your application. Employee information is used primarily to record the employees who perform your cycle and physical inventory counts.

Organization Calendar

Required

- Setup Organizations Calendar - If you perform inventory forecasting, reorder point planning, available to promise analysis, shortage messages or cycle counting, you must define your workday calendar. You can assign an exception set to denote holidays, scheduled maintenance, or extended downtime. When you complete defining your calendar, it is generated automatically.

Workday Pattern

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Shifts

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- Build the Calendar

Tools

build

Organization

Required

- Setup Organizations Organizations - Before you use Oracle Inventory, you need to define one or more organizations. Organizations describe distinct entities in your company and may include separate manufacturing facilities, warehouses, distribution centers, and branch offices. - You must define the control options and account defaults for your organization before you can define items or perform any transactions. - We have 3 Types of Organizations 1- Legal Entity 2- Operating Unit 3- Inventory Organizations and we must define an inventory organization as MASTER ORG. & We Will Merge Legal Entity with Operating Unit in One Organization

- Dates

- Location

specify a starting date (Early enough as company start date) for the organization Specify a default location for the organization & weather internal or external. specifies the purpose of the organization. Inventory Org, GRE/Legal Entity, Operating Unit

- save
- Organization Classification

Others

button Employer Identification

1 . GRE/Legal Entity

2 . GRE/Legal Entity

Legal entity Accounting

3 . Operating Unit

Accounting Information

Inventory Organization

(- Setup

Organizations

Parameter)

- You must define the control options and account defaults for your organization before you can define items or perform any transactions. You can assign a unique short code to your organization and use this code to identify the organization with which you want to work. You must also specify the master organization and the costing organization for your organization.

Costing Information

Put against the Raw Materials account ( For Inventory organization). Put against the Retained earnings account ( For Master organization).

Receiving information

Optional

( - Setup

Organizations

Receiving Parameter)

- If you perform inter organization shipments using intransit inventory, you must use the Receipts window to receive items sent to your organization. Before you can receive items, you must define the options that govern receipts in your system. You can override some of the options you define at the item level.

Sub Inventories
- Setup Organizations Subinventories ( SubInventory summary window New) - You need to define at least one subinventory for each organization. A subinventory is a physical or logical grouping of your inventory, such as raw material, finished Goods, defective material, or freezer compartment. You must move each item into, out of, or within a subinventory whenever you perform an inventory transaction.

Accounts tab

Item/Subinventory

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Locators

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S Locators tock
- Setup Organizations Stock Locators - Locators identify physical areas within subinventories where you store items, such as rack/bin or Aisle/row/bin locations. If you enable locator control, you must move each item into or out of a subinventory and locator combination whenever you perform an inventory transaction

- Choose the locator from the values you defined in the Stock Locators Flexfield.

Change Organization

Required

- Change Organization - Normally, when you log in to Oracle Inventory, you are asked to choose an organization from among those you have defined. But when you set up Oracle Inventory for this first time, no organizations exist. So for the first several setup steps, until you define an organization and set parameters, Oracle Inventory operates with no specific organization chosen. However, from this point on in the setup process, you need to identify a specific organization as your current organization. Change to one of the organization you created above, using the Change Organization window.

Define Intercompany Relations

- Setup Organizations Intercompany Relations - If you want intercompany relations between two operating units (typically the Shipping and Selling organizations) in a multi organization environment, you must define the relationship in the Intercompany Relations window. Oracle Inventory and Oracle Receivables must be installed before you can define intercompany relations. If Oracle Payables is not installed, the fields in the AP Invoicing for Selling region are not required.