D49489GC20 Ag

Activity Guide
D49489GC20
Edition 2.0
April 2009
D59284
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS
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Oracle University and Egabi Solutions use only
R12 Oracle Inventory

Management Fundamentals
Copyright 2009, Oracle. All rights reserved.

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Authors
Tyra Crockett, Maneesha Nanda
Technical Contributors and Reviewers
Jennifer Sherman, Susan Flierl, Ronald Delong, David Nelson, Itzik Pripstein
This book was published using:
Oracle Tutor
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
R12 Oracle Inventory Management Fundamentals - Supplemental Practices ..........................................1-1

R12 Oracle Inventory Management Fundamentals .......................................................................................1-3
R12 Defining Inventory Organizations..........................................................................................................1-4
Guided Demonstration - Setting up Locations...........................................................................................1-5
Guided Demonstration - Setting Up Organizations ...................................................................................1-6
Guided Demonstration - Defining Subinventories.....................................................................................1-10
Practice - Creating Subinventories ............................................................................................................1-11
Solution - Creating Subinventories............................................................................................................1-12
Guided Demonstration - Defining Locators ..............................................................................................1-18
Practice - Defining Locators ......................................................................................................................1-19
Solution - Defining Locators .....................................................................................................................1-20
R12 Units of Measure....................................................................................................................................1-22
Guided Demonstration - Creating Unit of Measure Classes......................................................................1-23
Guided Demonstration - Creating Units of Measure .................................................................................1-24
Guided Demonstration - Defining Unit of Measure Conversions..............................................................1-25
Practice - Defining Units of Measure ........................................................................................................1-26
Solution Defining Units of Measure .......................................................................................................1-28
R12 Defining and Maintaining Items Fundamentals .....................................................................................1-32
Guided Demonstration - Define Item ........................................................................................................1-33
Guided Demonstration - Viewing Item Attributes.....................................................................................1-34
Practice - Viewing Item Attributes ............................................................................................................1-35
Solution - Viewing Item Attributes ...........................................................................................................1-36
Guided Demonstration - Creating Item Templates ....................................................................................1-44
Guided Demonstration - Restricting Items to Subinventories ...................................................................1-45
Guided Demonstration -Establishing Item Relationships ..........................................................................1-46
Practice - Defining Items ...........................................................................................................................1-47
Solution - Defining Items ..........................................................................................................................1-48
Practice - Defining Categories...................................................................................................................1-60
Solution - Defining Categories ..................................................................................................................1-61
Guided Demonstration - Setting up Catalog Groups .................................................................................1-65
R12 Lot and Serial Control............................................................................................................................1-68
Guided Demonstration - Generating Lots..................................................................................................1-69
Guided Demonstration - Maintaining Grades............................................................................................1-71
Guided Demonstration - Maintaining Lot Actions ....................................................................................1-72
Practice - Using the Lot Master .................................................................................................................1-73
Solution - Using the Lot Master ................................................................................................................1-74
Guided Demonstration - Revision, Lot, and Serial Controls .....................................................................1-81
Practice - Generating and Maintaining Serial Numbers ............................................................................1-84
Solution - Generating and Maintaining Serial Numbers............................................................................1-85
Guided Demonstration - Viewing Lot Genealogy .....................................................................................1-90
R12 Transaction Setup...................................................................................................................................1-91
Guided Demonstration - Creating Customized Transactions.....................................................................1-92
Guided Demonstration - Creating Picking Rules.......................................................................................1-94
Guided Demonstration - Opening Accounting Periods .............................................................................1-95
R12 Issue and Transfer Material....................................................................................................................1-96
Practice - Processing Miscellaneous Receipts ...........................................................................................1-97
Solution - Processing Miscellaneous Receipts...........................................................................................1-98
Guided Demonstration - Performing Subinventory Transfers ...................................................................1-109
Guided Demonstration - Performing Interorganization Transfers .............................................................1-110
Practice - Performing Interorganization Transfers.....................................................................................1-111
Solution - Performing Interorganization Transfers....................................................................................1-112
Guided Demonstration - Receiving Stock into Inventory..........................................................................1-117
Copyright Oracle 2008. All rights reserved.
R12 Oracle Inventory Management Fundamentals Table of Contents

i
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM
ONLY. COPYING eKIT MATERIALS FROM THIS
Table of Contents

ii
Practice - Receiving Material into Inventory.............................................................................................1-119

Solution Receiving Material into Inventory ...........................................................................................1-120
Practice - Transacting Move Orders ..........................................................................................................1-127
Solution - Transacting Move Orders .........................................................................................................1-128
Guided Demonstration - Transacting Move Orders...................................................................................1-134
Guided Demonstration - Mobile Application Interorganization Transfers ................................................1-135
Practice - Performing Mobile Transactions ...............................................................................................1-136
Solution - Performing Mobile Transactions ..............................................................................................1-137
R12 On-hand and Availability.......................................................................................................................1-142
Guided Demonstration - Using the Material Workbench ..........................................................................1-143
Practice - Using the Material Workbench..................................................................................................1-144
Solution - Using the Material Workbench .................................................................................................1-145
Guided Demonstration - Creating an ATP Rule ........................................................................................1-149
Guided Demonstration - Creating Reservations ........................................................................................1-150
Practice - Creating Reservations................................................................................................................1-152
Solution - Creating Reservations ...............................................................................................................1-153
R12 Material Status .......................................................................................................................................1-155
Practice - Setting up Material Status Control ............................................................................................1-156
Solution - Setting up Material Status Control............................................................................................1-157
R12 Replenishment Fundamentals ...............................................................................................................1-165
Guided Demonstration - Creating a Manual Forecast ...............................................................................1-166
Guided Demonstration - Setting up Reorder Point Planning .....................................................................1-168
Guided Demonstration - Setting up Min-Max Planning ............................................................................1-170
Practice - Performing Min-Max Planning..................................................................................................1-172
Solution - Performing Min-max Planning .................................................................................................1-173
Practice - Performing a Replenishment Count Using Forms .....................................................................1-179
Solution - Performing a Replenishment Count Using Forms ....................................................................1-181
Practice - Performing a Replenishment Count Using the Mobile Application ..........................................1-188
Solution - Performing a Replenishment Count Using the Mobile Application .........................................1-190
Guided Demonstration - Performing Kanban Replenishment ...................................................................1-198
Practice - Performing Kanban Replenishment...........................................................................................1-199
Solution - Performing Kanban Replenishment ..........................................................................................1-200
R12 Inventory Accuracy Fundamentals ........................................................................................................1-203
Guided Demonstration - Compiling an ABC Analysis..............................................................................1-204
Practice - Compiling an ABC Analysis .....................................................................................................1-206
Solution - Compiling an ABC Analysis.....................................................................................................1-208
Guided Demonstration - Performing a Cycle Count..................................................................................1-214
Practice - Performing a Cycle Count .........................................................................................................1-217
Solution - Performing a Cycle Count.........................................................................................................1-219
Practice - Mobile Counting........................................................................................................................1-229
Solution Mobile Counting ......................................................................................................................1-230
R12 Table Information ..................................................................................................................................1-235
Guided Demonstration - Accessing eTRM................................................................................................1-236
Preface
Profile
Before You Begin This Course
Working experience with Oracle Applications.
Prerequisites
There are no prerequisites for this course.
How This Course Is Organized

R12 Oracle Inventory Management Fundamentals is an instructor-led course featuring lecture
and hands-on exercises. Online demonstrations and written practice sessions reinforce the
concepts and skills introduced.

iii
Related Publications
Oracle Publications
Title
Oracle Inventory Users Guide
Part Number
B31547-02
System release bulletins
Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine

iv
Additional Publications
Typographic Conventions
Typographic Conventions in Text
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
Select File > Save.
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

v
Convention
Bold italic
Typographic Conventions in Code

Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
CREATE ROLE role
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
(M) From the menu, select Query then Find.
3.
(B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab

vi
Convention
Caps and
lowercase
Lowercase
Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.

vii
represents the following sequence of actions:


viii
Chapter 1
R12 Oracle Inventory Management Fundamentals - Supplemental Practices

Chapter
1 - Page 1 ONLY. COPYING eKIT MATERIALS FROM THIS
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS
CLASSROOM
R12 Oracle Inventory

Management Fundamentals Supplemental Practices


Chapter
CLASSROOM
R12 Oracle Inventory Management Fundamentals

Chapter
CLASSROOM
R12 Defining Inventory Organizations

Chapter
CLASSROOM
Guided Demonstration - Setting up Locations

Responsibility: Inventory, Vision Operations USA
Navigate to the Locations window.
(N) > Setup > Organizations > Locations.
2.
Define a Location using the following information:

Name:
M12 Orlando
Description:
Orlando Manufacturing
3.
(T) Address Details

Address Style:
United States
4.
Enter the following address information:

Address Line 1:
100 Buena Vista Drive
City:
Orlando
State:
FL
Zip Code:
32803
County:
Orange
Country:
United States
Telephone:
(407) 828-5000
5.
Select the following Timezone from the list of values:

Eastern
6.
(T) Shipping Details

Ship-To Location:
M12 Orlando
7.
Verify the following boxes are checked

Ship-To Site
Receiving Site
Office Site
Bill-To Site
Internal Site
8.
Save and Close form.

Chapter
CLASSROOM
1.
Guided Demonstration - Setting Up Organizations

Navigate to the Organizations window.
(N) > Setup > Organizations > Organizations.
2.
(B) New in Find window
3.
Set up a new organization using the following information:

Name:
M12 Orlando MFG
Type:
Plant
Location:
M12 Orlando MFG
4.
Save your work.
5.
In the Organization Classifications alternative region, select the following information:

Name:
Inventory Organization
Enabled:
Selected
6.
Save your work.
Define Accounting Information

7.
(B) Others > Accounting Information.
8.
Enter the following accounting information:

Primary Ledger:
Legal Entity:
Operating Unit:
9.
Vision Operations
Vision Operations
Vision Operations
Save your work.
Define Inventory Parameters

10. (B) Others > Inventory Information > (T) Inventory Parameters
11. Enter the following inventory parameters:
Organization Code:
Item Master Organization:
Calendar:
Demand Class:
Move Order Timeout Period:
Mover Order Timeout Action:
Locator Control:
M12
Vision Operations
Vision01
Blank
60 Days
Approve automatically
Determined at Subinventory Level

Chapter
CLASSROOM
1.
Allow Negative Balances:

Selected
Auto Delete Allocations at Move Order Cancel: Selected
13. Enter the following costing parameters:

Costing Method:
Transfer to GL:
Reverse Encumbrance:
Project Cost Collect Enabled:
Defer Logical Transactions:
Cost Cutoff Date:
Default Material Sub-Element:
Material Overhead Sub-Element:
Standard
Yes
No
No
No
Blank
Blank
Blank
14. Enter the following valuation accounts:

Account Type
Account
Material
01-000-1410-0000-000
Outside Processing
01-000-1450-0000-000
Material Overhead
01-000-1420-0000-000
Overhead
01-000-1430-0000-000
Resource
01-000-1440-0000-000
Expense
01-520-7530-0000-000
15. (T) Other Accounts

16. Enter the following other account information:
Account Type
Account
Purchase Price Variance
01-520-5210-0000-000
Invoice Price Variance
01-520-5220-0000-000
Inventory AP Accrual
01-000-2220-0000-000
Sales
01-520-4110-0000-000
Cost of Goods Sold Account
01-450-5110-0000-000
Deferred COGS Account
01-450-5110-0000-000
17.
(T) Revision, Lot, Serial And LPN
18. Enter A in the Starting Revision field.

19. Enter the following Lot Control parameters:
Uniqueness:
Generation:
Total Length:
Across Items
At Item Level
30

Chapter
CLASSROOM
12. (T) Costing Information
Auto Create Lot UOM Conversion:

Allow Different Lot Status:
20. Enter the following Serial Control parameters:
Uniqueness:
Generation:
Prefix
Starting Serial Number:
Blank
With exception
Within organization
At Item level
SER
0000000001
22. Enter the following information:

ATP Defaults Rule:
Picking Defaults: Rule:
Subinventory Order:
Locator Order:
Pick Confirmation Required:
Over Picking for Manufacturing:
Over Picking for Transfer Orders:
Enable Rules Override for Lot-Level Res.:
Item Sourcing Detail: Type:
Item Sourcing Detail: Organization:
Item Sourcing Detail: Subinventory:
Total ATP, No DC (select second)

Default Picking Rule PR1
Blank
Blank
Blank
Blank
Selected
Selected
Supplier
Blank
Blank
23. (T) Inter-org Information

Inter-organization Transfer Charge:
Predefined Percent:
Transfer Credit:
Purchase Price Variance:
Receivable:
Payable:
Intransit Inventory
Predefined percent
10%
01-520-5290-0000-000
01-520-5210-0000-000
01-000-1810-0000-000
01-000-2370-0000-000
01-000-1460-0000-000
25. (M) File > Close Form

Define Receiving Information
26. (B) Others > Receiving Information
27. Enter the following Receiving Information:
Enforce Ship-To:
ASN Control Action:
Receipt Days Early and Late:
Receipt Days Exceed-Action
Over Receipt Tolerance (%)
None
None
5
Warning
5%

Chapter
CLASSROOM
21. (T) ATP, Pick, Item-Sourcing
Over Receipt Action

RMA Receipt Routing:
Receipt Routing:
Allow Substitute Receipts:
Allow Unordered Receipts:
Allow Express Transactions:
Allow Cascade Transactions:
Validate Serial Numbers on RMA Receipts:
Receipt Number Generation:
Receipt Number Type:
Next Receipt Number:
Validate Lots on RMA Receipts:
Receiving Inventory Account:
Clearing Account:
Warning
Standard
Standard
Selected
Selected
Selected
Selected
Selected
Automatic
Alphanumeric
1
Restricted
01-000-1410-0000-000
01-000-1410-0000-000
28. (B) Save

29. Click Close Window.
30. Save your work.
31. Close the Organizations window.
Link the Location to the Inventory Organization
32. Navigate to the Location window.
(N) Setup > Organizations > Locations
33. Find M12 Orlando.
(M) > View > Query By Example > Enter
34. Enter %M12% in the Name field.
(M) > View > Query By Example > Run
35. (T) Other Details

Inventory Organization:
M12 Orlando MFG
37. Save your work and close the window.

Chapter
CLASSROOM
Guided Demonstration - Defining Subinventories

1.
(N) Setup > Organizations > Subinventories
2.
(M) File > New
3.
Enter the following subinventory information:

Name:
Raw
Description:
Raw Materials
Locator Control:
Item Level
4.
(B) Open.
5.
Select Receiving as the subinventory Type.
6.
(M) File > Save.
7.
(M) File > Close Form.
8.
Verifying Subinventories
9.
(N) Change Organization.
10. Select M2 Boston Manufacturing.

11. (N) Setup > Organizations > Subinventories
12. (M) View > Find.
13. Enter Raw in the Find Field.
14. Click OK.
15. Note that subinventory Raw is not available in M2.
16. (M) File > Close Form.

Chapter
CLASSROOM
Practice - Creating Subinventories

Overview
In this practice you will learn how to create two subinventories.
You are skilled in Oracle navigation.
Responsibility > Inventory, Vision Operations USA
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
If necessary, change your Organization to Seattle (M1).
Create four subinventories for your team. Create one subinventory for your finished goods (FGI)
stock, a Main Stores (MAIN) subinventory, a Raw Materials (RM) subinventory, and Low Value
(LV) items subinventory. Your Low Value subinventory must be a non-tracked subinventory.
Use the following naming convention to differentiate your team from other teams (##FGI) where
the pound sign represents your team number.
After completing the lab, answer the following questions.
1.
In which organization are your new subinventories?
2.
Determine if ##FGI exists in M2- Boston Manufacturing and why.

Chapter
CLASSROOM
Assumptions
Solution - Creating Subinventories

2.
Change Organization to M1 Seattle.
(N) Change Organization
Choose Seattle Manufacturing
Select OK
Navigate to the Sub-inventories window.
3.
(B) New
Name:
Description:
Status:
Type:
Locator Control:
##FGI
Finished Goods Inventory
Active
Storage
Item Level

Chapter
CLASSROOM
1.
(M) File > Save
5.
(M) File > New.

Name:
Description:
Type:
Status:
Locator Control:
##Main
Main Stores
Storage
Active
Dynamic Entry

Chapter
CLASSROOM
4.
(M) File > Save
7.
(M) File > New

Name:
Description:
Status:
Type:
Locator Control:
##RM
Raw Materials
Active
Storage
None

Chapter
CLASSROOM
6.
(M) File > Save
9.
(M) File > New

Name:
##LV
Description:
Low Value Inventory
Status:
Unserviceable: Not Available for Netting, ATP and Reservations
Type:
Storage
Locator Control: None
Quantity Tracked: Deselected

Chapter
CLASSROOM
8.
10. Save and Close window.
(M) File > Save
(M) File > Close Form
11. In which organization are your new subinventories? M1 Seattle Manufacturing

Verifying Subinventories
12. Does a subinventory called ##FGI exist in M2 Boston Manufacturing? No, you created your
subinventories in M1 Seattle Manufacturing.
13. (N) Change Organization.
Select M2 Boston Manufacturing.
14. (N) Setup > Organizations > Subinventories.

Chapter
CLASSROOM

Chapter
CLASSROOM
Guided Demonstration - Defining Locators

1.
(N) Setup > Organizations > Stock Locators.
2.
Click New.
3.
Enter a new Row Rack and Bin.

Note: Locators must be unique across an organization.
4.
Enter a Description.
5.
Enter the Subinventory.
6.
(M) File > Save.
7.

Chapter
CLASSROOM
Setting Up Stock Locators
Practice - Defining Locators

Overview
In this lab you will learn how to set up locator control for subinventories and items.
You are skilled in Oracle Navigation
Tasks
Defining Stock Locators
1.
Define some storage locators for your ##FGI subinventory and your ##Main subinventory.
For this exercise use the following convention:
Row: (your team #)
##
##
Rack:
01
01
Bin:
01
02
Subinventory:
##FGI
Row:
Rack:
Bin:
Subinventory:
##
##
02
02
01
02
##Main

Chapter
CLASSROOM
Assumptions
Solution - Defining Locators

Defining Stock Locators
2.
Navigate to the Stock Locators window.
(N) Setup > Organizations > Stock Locators
(B) New
Enter the following new locators using the following information:

Row: (your team #)
##
Rack:
1
Bin:
01
Description:
Anything you want
Type:
Storage Locator
Subinventory:
##FGI
Locator Status:
Active
Row:
Rack:
Bin:
Description:
Type:
Subinventory:
Locator Status:
##
1
02
Anything you want
Storage Locator
##FGI
Active : Not Available for Netting, ATP and Reservations
Row:
Rack:
Bin:
Description:
Type:
Subinventory
Locator Status:
##
2
01
Anything you want
Storage Locator
##Main
Active
Row:
Rack:
Bin:
Description:
Type:
Subinventory
Locator Status:
##
2
02
Anything you want
Storage Locator
##Main
Active : Available for ATP and Reservations

Chapter
CLASSROOM
1.
Select (M) File > Save
4.
Select (M) File > Close
3.

Chapter
CLASSROOM
R12 Units of Measure

Chapter
CLASSROOM
Guided Demonstration - Creating Unit of Measure Classes

1.
(N) > Setup > Units of Measure > Classes.
2.
(M) File > New.
3.
Enter the following unit of measure information:

Name:
00-Metric
Description:
00-Metric Class
Base Unit
00-Meter
UOM:
00M
4.
(M) File > Save.
5.

Chapter
CLASSROOM
Guided Demonstration - Creating Units of Measure

1.
(N) > Setup > Units of Measure > Units of Measure.
2.
(M) File > New.
3.
Use the following information to create two new units of measure:
Name
UOM
Description
Class
00-Centimeter
00C
00 Centimeter
00-Metric
00-Kilometer
00K
00 Kilometer
00-Metric
4.
(M) File > Save.
5.

Chapter
CLASSROOM
Guided Demonstration - Defining Unit of Measure Conversions

1.
(N) Setup > Units of Measure > Conversions
2.
(M) File > New.
3.
Enter 00-Centimeter in the Unit field.
4.
Enter 0.01 in the Conversion field.
5.
(M) File > New.
6.
Enter 00-Kilometer in the Unit field.
7.
Enter 1000 in the Conversion field.
8.
(M) File > Save.
9.

Chapter
CLASSROOM
Practice - Defining Units of Measure

Overview
Defining Unit of Measure Classes
Defining Units of Measure
Setting up Unit of Measure Conversions
Setting up Lot-Level Units of Measure Conversions
Assumptions
Tasks
Define the unit of measure class, Quantity Class with the base unit of measure Each. Use your
team number (##) to uniquely identify your unit of measure class.
Define the following units of measure for your class. Use your team number (##) to uniquely
identify your units of measure.
Dozen
Gross
Case
Setting up UOM Conversions
Set up Standard conversion for your units of measure. Use your team number to uniquely
identify your class from the other teams in the classroom.
Note: A Gross = 144 each, and a case = 24 each.

Chapter
CLASSROOM
In this lab you will be doing the following:
Setting up Lot-Level Unit of Measure Conversions

Create a lot-level unit of measure conversion for item CM20001. Use your new base unit of
measure as the destination base unit of measure.
What types of updates can you perform on the Update Quantities window?

Chapter
CLASSROOM
Solution Defining Units of Measure

Navigate to the UOM Classes window.
(N) Setup > Units of Measure > Classes
2.
The application prompts you to select an organization if it is a first-time access to the

database. Select M1 Seattle Manufacturing from the list of values.
3.
(M) File > New

Name
Description
Base Unit
UOM (abbreviation)
4.
##-QTY
##-Quantity Class
##-Each
##E
(M) File > Save.

5.
Navigate to the Units of Measure window.
6.
(B) Units of Measure
(M) File > New


Chapter
CLASSROOM
1.
7.
Enter the units of measure information according to the following table:
Name
UOM
Description
##-Dozen
##D
## Dozen UOM
## Gross
##G
## Gross UOM
## Case
##C
## Case UOM
8.
(M) File > Save.
9.
(M) File > Close form
Note: Select (M) File > New between each new unit of measure.
Setting up Unit of Measure Conversions

10. Navigate to the Unit of Measure Conversions window.
(N) Setup > Units of Measure > Conversions
11. (M) File > New

Chapter
CLASSROOM
12. Enter the unit of measure conversion information according to the following table:
Unit
Class
Conversion
Base Unit
##-Dozen
##-Qty
12
##-Each
##-Gross
##-Qty
144
##-Each
##-Case
##-Qty
24
##-Each
Note: Select (M) File > New between each new unit of measure conversion.
Note: Verify that you are creating a standard unit of measure conversion.
13. (M) File > Save.

14. (M) File >Close Form.
Setting up Lot-Level Unit of Measure Conversions
Navigate to the Lot Inter-Class Unit of Measure Conversions window.
(N) Setup > Units of Measure > Lot Specific Conversions

Chapter
CLASSROOM

Item:
CM20001
Lot:
BC2500
Base Unit
##-Each
Conversion:
1
16. (B) Update Quantities

20. What types of updates can you perform on the Update Quantities window?
__________________________________________________________________________
__________________________________________________________________________

Chapter
CLASSROOM
17. Enter a value in the New Primary quantity field (for example, 480).
R12 Defining and Maintaining Items Fundamentals

Chapter
CLASSROOM
Guided Demonstration - Define Item

1.
(N) > Items > Master Items.
2.
Define an item using the following information.

Item:
AS18456
Description:
Lap Top Assembly
3.
(M) Tools > Copy From.
4.
Select Finished Good template from LOV.
5.
Select Apply.
6.
Select Done.
7.
(M) File > Save.
8.
(M) Tools > Organization Assignment.
9.
Enable the Item in M1 Seattle.


Chapter
CLASSROOM
Guided Demonstration - Viewing Item Attributes

1.
(N) Items > Master Items.
2.
(M) View > Query by Example > Enter.
3.
Enter item AS20000%
4.
(M) View > Query by Example > Run.
5.
(T) Inventory.
6.
Select the Master radio button from the Display Attributes zone.
7.
Select the Org radio button from the Display Attributes zone.
8.
(T) Purchasing
9.
(T) Receiving
10. (T) Order Management


Chapter
CLASSROOM
Responsibility: Oracle Inventory, Vision Operations USA
Practice - Viewing Item Attributes

Overview
In this lab you will learn how to view item attributes.
You are skilled at Oracle navigation.
Responsibility: Inventory, Vision Operations USA.
Tasks
Viewing Item Attributes
1.
2.
Find item # AS20000 and answer the following questions
What is the BOM Item Type for the part? _______What is the control level? ______
Is this item Recipe Enabled? _____ What is the control level? ____
Find item # AS54888 and answer the following questions about the item's attributes.
What is the Item Status? _______________ What is the control level? ______
Is a Bill of Material allowed for this item? ______ What is the control level? ______
Can I build this item in WIP? ________________ What is the control level? _____
Are customer orders enabled for this item? _________What is the control level? _____
Is Invoicing Enabled for this item? ______________ What is the control level? _____
Are Internal Orders enabled for this item? _______ What is the control level? ______
Is this item transactable in Inventory? ____________ What is the control level? ______
Is this item purchasable from a Vendor? ___________ What is the control level? _____
Is this item stockable in Inventory? _______________ What is the control level? _____
In how many Organizations can this part be used?

Chapter
CLASSROOM
Assumptions
Solution - Viewing Item Attributes

Viewing Item Attributes
Navigate to the Master Items Window.
2.
3.
(N) Items > Master Items
Query Item # AS20000.
(M) View > Query by Example > Enter

Enter AS20000% in the Item field.
(M) View > Query by Example > Run
(T) Bills of Material

A BOM is allowed for item for AS20000. This attribute is controlled at the master level.

Chapter
CLASSROOM
1.
(T) Process Manufacturing

Item AS20000 is recipe enabled. This attribute is controlled at the organization level.

Chapter
CLASSROOM
4.
5.
Find Item AS54888.
(M) View > Find

Chapter
CLASSROOM
6.
Click Find.
(T) Main
Item AS5488 Item Status is active, and master controlled.

Chapter
CLASSROOM
(T) Bills of Material

A Bill of Material is allowed for this item, and the attribute is master controlled.
8.
(T) Order Management

Customer orders are enabled for this item, and the attribute is master controlled.

Chapter
CLASSROOM
7.
(T) Invoicing
Invoicing is enabled for this item, and the attribute is master controlled.

Chapter
CLASSROOM
9.
This item is transactable, and stockable. These attributes are master controlled.

Chapter
CLASSROOM
10. (T) Inventory

Chapter
CLASSROOM
11. In how many Organizations can this part be used?
Guided Demonstration - Creating Item Templates

Responsibility: Inventory, Vision Operations (USA)
Navigate to the Item Templates window.
(N) Setup > Items > Templates
2.
(B) New
3.
Use the following information to create an item template:

Template:
00-Leadtime
Description:
Standard lead times for new parts
Organization:
M1
4.
Save your work.
(M) File > Save
5.
Select Lead Times from the show drop-down menu.
6.
Enable the following item attributes in the following table:

Attribute Name
Value
Prepocessing Lead Time
Processing lead Time
44
Post Processing Lead Time
7.
Save your work.
8.
(M) File > Save
Close the window.

Chapter
CLASSROOM
1.
Guided Demonstration - Restricting Items to Subinventories

Navigate to the Organization Items window.
(N) Items > Organization Items
2.
Enter Item AS18456 in the Item field.
3.
(B) Find
4.
(M) Tools > Item Subinventories
5.
Enter the following information on the Item Subinventories window:

Subinventory:
Stores
Subinventory
FGI
6.
(M) File > Save
7.

Chapter
CLASSROOM
1.
Guided Demonstration - Establishing Item Relationships

Navigate to the Item Relationships window.
(N) Items > Item Relationships
2.
Select To from the Direction drop down list.
3.
(B) New.
4.
Enter the following item relationship information:

From Item
To Item
Relationship
Reciprocal
AS18947
AS54888
Substitute
Selected
AS18947
AS44400
Upsell
Deselected
5.
(M) File > Save
6.

Chapter
CLASSROOM
1.
Practice - Defining Items

Overview
In this practice you will learn how to define items, assign item attributes, and enabled items in
organizations.
Responsibility: Inventory, Vision Operations USA.
Tasks
Create Items
Create eight items using the Finished Goods template with the following name/descriptions:
No Inventory Controls
Locator Control ON
Revision Control ON
Lot Control ON
Parent and Child Lot Control ON
Grade Control ON
Serial Number Control ON
Dual Unit of Measure Control and Lot Expiration Control ON
What item attribute do you have to disable if you require dual unit of measure control?
_________________________________________________
Note: Use the following naming convention for your items, ##-Item##, and be sure to enable
your items in M1 Seattle and M2 Boston.

Chapter
CLASSROOM
Assumptions
Solution - Defining Items

Create Items
Navigate to the Master Items window
2.
Create the no inventory controls item:

Name:
##-Item01
Description
Team ## No Inventory Controls
3.
(M) Tools > Copy From
4.
Enter Finished Goods in the Template field
5.
(B) Apply.
6.
(B) Done

Chapter
CLASSROOM
1.
(M) File > Save
8.
(M) Tools > Organization Assignment
9.
Assign the item to the following inventory organizations:

Org:
M1 Seattle Manufacturing
Org:
M2 Boston Manufacturing

Chapter
CLASSROOM
7.
11. Click the Attribute Groups tab.

12. File > New
13. (T) Inventory
14. Create your locator-controlled item. Enter the item name and description. Repeat steps 2-6
to copy the Finished Good template. Enable the following additional item attributes for your
locator-controlled item:
Name:
##-Item02
Description
Team ## Locator Controlled Item
Locator Control:
Prespecified

Chapter
CLASSROOM
10. (M) File > Save
16. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston
Manufacturing.

18. (M) File > New
19. (T) Inventory
20. Create your revision-controlled item. Enter the item name and description. Repeat steps 2-6
to copy the Finished Good template. Enable the following additional item attributes for your
revision-controlled item:
Name:
##-Item03
Description
Team ## Revision Controlled Item
Revision Control:
Selected

Chapter
CLASSROOM
15. (M) File > Save
Manufacturing.

24. (M) File > New
25. (T) Inventory
26. Create your lot-controlled item. Enter the item name and description. Repeat steps 2-6 to
copy the Finished Good template. Enable the following additional item attributes for your
lot-controlled item:
Name:
##-Item04
Description
Team ## Lot Controlled Item
Lot Control:
Full Control
Starting Prefix:
A
Starting Number:
001
Maturity Days:
10
Hold Days:
5

Chapter
CLASSROOM
21. (M) File > Save
Manufacturing.

30. (M) File > New
31. (T) Inventory
32. Create your parent and child lot-controlled item. Enter the item name and description.
Repeat steps 2-6 to copy the Finished Good template. Enable the following additional item
attributes for your parent and child-lot-controlled item:
Name:
##-Item05
Description
Team ## Child and Parent Lot Item
Lot Control:
Full Control
Maturity Days:
10
Hold Days:
5
Child Lot Enabled:
Selected
Child Generation:
Parent+Child

Chapter
CLASSROOM
27. (M) File > Save
Prefix:
Starting Number:
33. (M) File > Save

Manufacturing.

36. (M) File > New
37. (T) Inventory
38. Create your grade-controlled item. Enter the item name and description. Repeat steps 2-6 to
grade-controlled item:
Name:
##-Item06
Description
Team ## Grade controlled item
Lot Control:
Full Control
Starting Prefix:
A

Chapter
CLASSROOM
A
1
Starting Number:
Maturity Days:
Hold Days:
Grade Controlled:
Default Grade:
001
10
5
Selected
A
39. (M) File > Save

Manufacturing.

42. (M) File > New
43. (T) Inventory

Chapter
CLASSROOM
44. Create your serial-controlled item. Enter the item name and description. Repeat steps 2-6 to
serial-controlled item:
Name:
##-Item07
Description
Team ## Serial Controlled Item
Generation:
Predefined
Starting Prefix:
A
Starting Number:
0000001
45. (M) File > Save

Manufacturing.

48. (M) File > New
49. (T) Main

Chapter
CLASSROOM
51. (T) Inventory

52. Enter the following lot control parameters:
Lot Expiration (Shelf Life Control)

Shelf Life Days:
Retest Interval:
Expiration Action Interval:
Expiration Action:
Shelf Life Days

30
10
5
Disp

Chapter
CLASSROOM
50. Create your dual unit of measure and lot expiration-controlled item. Enter the item name and
description. Repeat steps 2-6 to copy the Finished Good template. Enable the following
additional item attributes to enable dual unit of measure control:
Name:
##-Item08
Description
Team ## Dual UOM and Lot expiration controlled item
Primary:
00-Each
Tracking:
Primary and Secondary
Pricing:
Primary
Secondary:
Meter
Defaulting:
Default
Deviation +
10
Deviation 10
Lot Control:
Starting Prefix:
Starting Number:
Maturity Days:
Hold Days:
Full Control
A
001
10
5
53. (M) File > Save

Manufacturing.
55. (M) File > Save
Create a Unit of Measure Conversion for your Dual UOM controlled item
57. Navigate to the Unit of Measure Conversions window
58. (N) Setup > Units of Measure > Conversions
59. (T) Inter-Class

Chapter
CLASSROOM
60. Enter the following information

Item:
##-Item-08
Destination:
Foot (why isnt Meter showing on the LOV?)
Conversion:
.05
61. (M) File > Save


Chapter
CLASSROOM
Practice - Defining Categories

Overview
In this practice you will set up item categories and add your items to these categories
Replace ## with your terminal number.
Tasks
Create Item Categories
1.
Create the following item categories: ##No Controls and ##Controls.
Create a Category Set

2.
Create a category set called ##Category set
Assign Categories to Your Items

3.
Assign the following items your categories:

Item
Category
AS18947
##No Controls
AS54888
##No Controls
##Item01
##No Controls
##Item02
##Controls
##Item03
##Controls
##Item04
##Controls
##Item05
##Controls
##Item06
##Controls
##Item07
##Controls
##Item08
##Controls

Chapter
CLASSROOM
Assumptions
Solution - Defining Categories

Create Item Categories
Navigate to Categories window.
(N) Setup > Items > Categories > Category Codes
2.
(B) New
3.
Enter the following information:

Structure Name
Category
Description
Enabled
Product Family
##No Controls
Team ## Items with No

Controls
Selected
Product Family
##Controls
Team ## Items with

Inventory Controls
Selected
4.
(M) File > Save
5.

Chapter
CLASSROOM
1.
Create a Category Set

Navigate to the Category Sets window.
(N) Setup > Items > Categories > Category Sets
7.

Name:
##Category Set
Description:
Team ## Category Set
Flex Structure:
Product Family
Controlled At:
Master Level
Default Category:
##No Controls
Category:
##Controls
8.
(M) File > Save
9.

Chapter
CLASSROOM
6.
Assign Categories to Your Items

10. Navigate to the Master Items window.
(M) View > Query By Example
Enter your item in the Item field.
(M) View > Query By Example Run
(M) Tools > Categories

Item
Category Set
Category
AS18947
## Category Set
##No Controls
AS54888
## Category Set
##No Controls
##Item01
## Category Set
##No Controls
##Item02
## Category Set
##Controls
##Item03
## Category Set
##Controls
##Item04
## Category Set
##Controls
##Item05
## Category Set
##Controls
##Item06
## Category Set
##Controls
##Item07
## Category Set
##Controls
##Item08
## Category Set
##Controls

Chapter
CLASSROOM
11. Query your items and assign them to your Category Set and the appropriate categories.
12. (M) File >Save


Chapter
CLASSROOM
Guided Demonstration - Setting up Catalog Groups

Create an Item Catalog Group
(N) Navigate to the Item Catalogs window.
2.
(N) Setup > Items > Catalog Groups
Create a new catalog group
(M) File > New
3.

Name:
## Mugs
Description:
Kinds of Mugs:
4.
(M) File > Save
5.
(B) Details
6.
Enter the details according to the following table:

Seq
Name
Description
Required
Des. Default
Country
Country of origin
Deselected
Selected
Style
Style of mug
Selected
Selected
Capacity
Number of ounces
Selected
Selected
Material
What is it made
of?
Selected
Deselected
7.
(M) File > Save
8.
9.
continue on Step 10
Create Items
10. Navigate to the Master Items window.

Chapter
CLASSROOM
1.
11. Create items according to the following table:

Note: Use the Finished Goods template and enable all parts in M1 Seattle Manufacturing
and M2 Boston Manufacturing.
Description
## Mug 1
Mug 1
## Mug 2
Mug 2
## Mug 3
Mug 3
## Mug 4
Mug 4
Update Items with Catalog Information

Update the above items with item catalog descriptive elements. If you used the save and proceed
option when you created your mugs you will not have to re-query them for the following steps.
12. Navigate to the Master Items window
13. (N) Items > Master Items
14. Find your first item
(M) View > Find

Enter ## Mug 1 in to the item field
(B) Find
15. (M) Tools > Catalog

Catalog Group:
## Mugs
Country:
US
Capacity:
12 oz
Style
Covered
Material:
Pewter
17. (B) Update Description
18. (M) File > Save
19. Repeat Steps 14-17 for the rest of your items according to the following table:
Item
Country
Capacity
Style
Material
## Mug 2
US
12 oz
Uncovered
Copper
## Mug 3
US
16 oz
Covered
Plastic
## Mug 4
US
16 oz
Uncovered
Glass

Chapter
CLASSROOM
Item

Search for items Using Catalog Attributes
Navigate to the Item Search window.
(N) Items > Item Search

Show:
Item Catalog
Catalog Group: ## Mugs
Capacity:
16 oz

Chapter
CLASSROOM
R12 Lot and Serial Control

Chapter
CLASSROOM
Guided Demonstration - Generating Lots

Responsibility: Inventory, Vision Operations
Navigate to the Master Items window.
2.
Create an item with the following information

Item:
lot_control_item
Description:
Lot control item
3.
(N) Tools > Copy From

Template:
Finished Good
4.
(B) Apply
5.
(B) Done
6.
(T) Inventory
7.
Enable the following Item Attributes:

Lot Control:
Maturity Days:
Hold Days:
Lot Expiration (Shelf Life):
Shelf Life Days:
Retest Interval:
Expiration Action Interval:
Expiration Action:
Grade Controlled:
Default Grade:
8.
(M) File > Save
9.
(T) Organization Assignment
Full Control
15
5
Shelf Life Days
60
30
10
Dispose
Enabled
A
10. Enable the item in the following organizations:

M1 Seattle Manufacturing
11. (M) File > Save

Chapter
CLASSROOM
1.
13. Navigate to the Lots window.
(N) On-hand, Availability > Lots
14. (B) New

15. Enter lot_control_item in the Item field.
16. (B) Generate Lot

Chapter
CLASSROOM
Guided Demonstration - Maintaining Grades

Navigate to the maintain Grades window.
(N) Setup > Grades
2.
(M) File > New
3.
Enter the following grade information.

Grade:
AVG
Description:
Average grade
4.
(M) File > Save
5.

Chapter
CLASSROOM
1.
Guided Demonstration - Maintaining Lot Actions

Navigate to the Action Codes window.
(N) Setup > Action Codes
2.
(M) File > New
3.
Enter the following lot action information:

Action:
DEST
Description:
Destroy Item
4.
(M) File > Save
5.
(M) Close > Close Form

Chapter
CLASSROOM
1.
Practice - Using the Lot Master

Overview
In this practice you will use the lot master to generate lots.
Use List Bullet Format to list practice items here, if needed
Use List Bullet Format to list practice items here, if needed
You created lot control, parent and child lot control, grade control, and lot expiration
controlled items in the previous practice.
Responsibility, Inventory, Vision Operations USA
Tasks
Generating Lots
Generate a lot for the following items:
1.
## - Item04
##- Item05
## - Item06
## - Item 08
What is the origination type? _____________________________

Chapter
CLASSROOM
Assumptions
Solution - Using the Lot Master

Generating Lots
Navigate to the Item Lots window.
2.
(B) New
3.
Enter Item ##-Item04 in the Item field where ## represents your team number.
4.
Press Enter.
5.
(B) Generate Lot
6.
(M) File > Save

Chapter
CLASSROOM
1.
(M) > New
8.
Enter item ##-Item05 in the Item field where ## represents your team number.
9.
Press Enter.

Chapter
CLASSROOM
7.

Chapter
CLASSROOM
10. (B) Generate Parent Lot, (then TAB to next field)
12. (M) File > Save
13. (M) File > New

Chapter
CLASSROOM

16. Where does the Grade field default from? ______________
17. (M) File > Save
18. (M) File > New

Chapter
CLASSROOM
14. Enter item ##-Item06 in the Item field where ## represents your team number.
19. Enter item ##-Item08 in the Item field where ## represents your team number.

Chapter
CLASSROOM
22. If desired, update information in the following fields:

Expiration Date
Expiration Action Date
Expiration Retest Date
Note: The dates (and the Action Code) should have defaulted from the Items Lot
Expiration (Shelf Life) Attributes.
23. (M) File > Save
24. (M ) File > Close Form

Chapter
CLASSROOM
21. Enter the current date in the Origination Date field.
Guided Demonstration - Revision, Lot, and Serial Controls

Creating New Revisions
If you are not in M1 organization, change your organization to M1.
Select M1 Seattle Manufacturing from the organization list.
2.
(N) Items > Organization Items.
3.
Find Item AS18456.
4.
(T) Inventory.
5.
Select the Revision Control check box.
6.
(M) Tools > Revisions.
7.
(M) File > New.
8.
Enter the following revision information:

Revision:
B
Revision Label:
B
Description:
Lap Top Assembly Revision
Effective Date:
Today's Date.
9.
(M) File > Save.

Enabling Lot Control
11. (N) Items > Organization Items.
12. Find item AS18456.
13. (T) Inventory.
14. Select Full Control in the Lot alternative region.
15. Enter the starting lot prefix.
16. Enter the lot starting number.

Chapter
CLASSROOM
1.

Enabling Serial Control
19. (N) Items > Organization Items.
20. Find Item AS42001.
22. Select Predefined from the Serial alternative region:

Starting Prefix:
AS
Starting Number:
000001
Generating Serial Numbers
25. (N) On-hand, Availability > Generate Serial Numbers.
26. Enter the following information to generate serial numbers:
Item:
AS42001
Quantity:
1000
27. Choose Submit.
Transacting Locator Controlled Items.
28. (N) Transactions > Miscellaneous Transactions.
29. Enter the following transaction information:
Type:
Miscellaneous receipt
Account:
Miscellaneous
30. Choose Transaction Lines.
31. Enter the following receipt information:
Item:
AS18456
Revision:
B
Subinventory: FGI
Quantity:
10
32. Choose Lot /Serial.

Chapter
CLASSROOM
21. (T) Inventory.
33. Choose Generate.

Lot Quantity:
10
34. Choose Done.

35. (M) File > New.
37. Choose Lot /Serial.

38. Select the first available serial number from the list of values.
Note: The End Serial Number field populates automatically according to the transaction
quantity.
39. Choose Done.

Chapter
CLASSROOM
36. Enter the following receipt information:

Item:
AS42001
Subinventory: FGI
Quantity:
15
Practice - Generating and Maintaining Serial Numbers

Overview
In this lab you will learn how to update your revision, lot, and serial control for your items. You
will also learn how to receive items into stock that have revision, lot, and serial control. You will
use the items you created in the defining items lab.
You are skilled in Oracle Navigation.
You have completed the Define Items Lab.
Tasks
Generate Serial Numbers
1.
Predefine a range of serial numbers using the following information:

Item:
##-Item07
Quantity to define:
10000
Note: ## represents your team number.
Find Serial Numbers

2.
Find the serial numbers you generated. What state are the serial numbers in?
_______________________________________________________

Chapter
CLASSROOM
Assumptions
Solution - Generating and Maintaining Serial Numbers

Generate Serial Numbers
Navigate to the Generate Serial Numbers window.
(N) On-hand, Availability > Generate Serial Numbers.
2.

Item:
##- Item-07
Quantity:
10000
3.
(B) OK.

Chapter
CLASSROOM
1.
(B) Submit
5.
(B) No
4.
Find Serial Numbers

6.
Navigate to the Serial Numbers window.
(N) On-hand, Availability > Serial Numbers

Chapter
CLASSROOM
7.

Item: ##-Item07
If you place your cursor in the item field then you can enter information in that field.
8.
(B) Find

Chapter
CLASSROOM
9.
(T) Serial Info

Chapter
CLASSROOM

Chapter
CLASSROOM
The serials are in the Defined but not used state.
Guided Demonstration - Viewing Lot Genealogy

1.
2.
Select an item
3.
(B) View Genealogy
4.
(T) Lot Attributes
5.
(T) Material Transactions
6.
(T) Pending Txns and Allocations
7.
(T) Products or Components
8.
(T) Quality Collections or Quality Samples
9.
(T) Lot Based Jobs

Chapter
CLASSROOM
R12 Transaction Setup

Chapter
CLASSROOM
Guided Demonstration - Creating Customized Transactions

1.
(N) Setup > Transactions > Source Types
2.
Select the User tab.
3.
(M) File > New.
4.
Use the following information to define a source type.

Name:
Charitable Donation
Description:
Charitable Donation
5.
(M) File > Save.
6.
Setting Up Transaction Types

7.
(N) Setup > Transactions > Types.
8.
Select the User tab.
9.
(M) File > New.
10. Use the following information to define a transaction type.

Name:
Goodwill Donation
Description:
Goodwill Donation
Source Type:
Charitable Donation
Action:
Issue from Stores
Setting Up Transaction Reasons
13. (N) Setup > Transactions > Reasons
14. (M) File > New.
15. Use the following information to define a transaction reason.
Name:
Goodwill
Description:
Charitable donation to Goodwill

Chapter
CLASSROOM
Setting Up Source Types

Chapter
CLASSROOM
Guided Demonstration - Creating Picking Rules

Navigate to the Inventory Picking Rules window.
2.
(N) Setup > Rules > Picking

Name:
Description:
Partial Allocation Allowed:
Subinventory:
Rank:
3.
(M) File > Save
4.
Select the Enabled check box.
5.
(M) File > Save
6.
(B) Assignment
7.
Assign the rule to the following item:

Item:
AS18947
8.
(M) File > Save
9.
Sales_Order_Partial_Lot_Subinventry
Sales order partial lot allocation allowed
Enabled
RECEIPT DATE DESC
1

Chapter
CLASSROOM
1.
Guided Demonstration - Opening Accounting Periods

1.
Navigate to the Inventory Accounting Periods window.
(N) Accounting Close Cycle > Inventory Accounting Periods
Select a Future accounting period.
3.
(B) Change Status.
4.
(B) OK
5.
2.

Chapter
CLASSROOM
R12 Issue and Transfer Material

Chapter
CLASSROOM
Practice - Processing Miscellaneous Receipts

Overview
In this lab you perform a miscellaneous receipt to receive the items you created in the define
items lab.
You completed the Defining Items practice.
You completed the Creating Subinventories practice.
Tasks
Perform a miscellaneous receipt for the items you created in the Defining Items
practice.
1.
Receiving the following eight items where ## represent you team number. If the item has
associated inventory controls such as a lot or serial, generate a new lot or serial for the item.
##-Item-01
##-Item-02
##-Item-03
##-Item-04
##-Item-05
##-Item-06
##-Item-07
##-Item-08
Verify the Transactions Processed

2.
Use the Material Transactions window to verify the transaction processed.

Chapter
CLASSROOM
Assumptions
Solution - Processing Miscellaneous Receipts

Responsibility = Inventory, Vision Operations (USA)
Navigate to the Miscellaneous Transactions window.
2.
(N) Transactions > Miscellaneous Transactions

Type:
Miscellaneous receipt
Account:
01-580-7740-0000-000
3. (B) Transaction Lines

Enter the following information for item ##item-01:
Item:
##-Item-01
Subinventory: ##FGI
Quantity:
1000

Chapter
CLASSROOM
1.
5. Enter the following information for ##-Item02:

Item:
##-Item02
Subinventory: ##FGI
Locator:
##.1.01
Quantity:
1000
6. (M) File > New
Item:
##-Item03
Subinventory: ##FGI
Revision:
A
Quantity:
1000

Chapter
CLASSROOM
4. (M) > New
9. Enter the following information for ##Item04:

Item:
##-Item04
Subinventory: ##FGI
Quantity:
1000

Chapter
CLASSROOM
8. (M) File > New

12. Enter the following lot information:
Quantity:
500

Chapter
CLASSROOM
10. (B) Lot/Serial
13. (M) File > New

16. (B) Done

17. (M) File > New
18. Enter following information for ##Item05:
Item:
##Item05
Subinventory: ##FGI
Quantity:
1000
Lot:
Select an existing lot from the list of values

Chapter
CLASSROOM

Quantity:
500
20. Enter the following information for item ##-Item06:

Item:
##-Item06
Subinventory: ##FGI
Quantity:
1000
21. (B) Lot/Serial
Lot Quantity: 1000
(B) Done

Chapter
CLASSROOM
19. (M) File >New
25. Enter the following information for item ##-Item07:

Item:
##-Item07
Subinventory: ##FGI
Quantity:
500
26. (B) Lot/Serial

Chapter
CLASSROOM
24. (M) File > New
28. (B) Done

29. (M) File > New
Item:
##-Item08
Subinventory: ##FGI
Quantity:
500
Note: Because of the Defaulting Rule you selected during Item setup, the Secondary
Quantity appears automatically (but it may differ from the one shown in this Solution, based
on your conversion factor).
31. (B) Lot/Serial

Chapter
CLASSROOM
27. Enter a range of serial numbers.
34. (B) Done

35. (M) File >Save
Verify the Transactions Processed
38. Navigate to the Material Transactions window.
(N) Transactions > Material Transactions

Chapter
CLASSROOM

Quantity:
500
39. Verify todays date appears in the Transactions Dates fields.

Chapter
CLASSROOM
41. What is the Source Type for item ##-Item03? ________________________________

Chapter
CLASSROOM
40. (B) Find
Guided Demonstration - Performing Subinventory Transfers

1.
(N) > Transactions > Subinventory Transfer
2.
Enter Subinventory Transfer as the Type.
3.
(B) Transaction Lines
4.
Enter the following transfer information:

Item:
AS18947
Subinventory:
FGI
Quantity:
45
To Subinventory:
Stores
5.
(M) File > Save
6.

Chapter
CLASSROOM
Guided Demonstration - Performing Interorganization Transfers

1.
(N) Transactions > Inter-organization Transfer
2.
Enter the following transaction information:

To Org:
M2
Type:
Intransit Shipment
Freight:
DHL
Shipment Number:
001
Containers:
2
3.
4.

Item:
AS18947
From Subinventory:
FGI
To Subinventory:
Stores
Quantity:
10
5.
(M) File > Save
6.

Chapter
CLASSROOM
Note: Verify a shipping network exists between the shipping organization and the receiving
organization.
Practice - Performing Interorganization Transfers

Overview
Your instructor has validated the shipment of product from the Seattle, WA organization (M1) to
the Boston, MA Organization (M2). Now we will ship a part between M1 and M2.
Note: Make sure the part you decide to ship has been assigned to both M1 and M2.
Transacting Items
Select an under lot or serial control to transfer from M1 Seattle Manufacturing to M2 Boston
Manufacturing using the following information:
Transact Type:
Inventory Intransit shipment
Shipment Number:
T##
Freight:
DHL
Waybill:
T##
Containers:
Expected Receipt date:
1 week from today.
Quantity:
From Subinventory:
##FGI
To Subinventory:
Stores
Viewing Transactions
Use the Material Transactions window to verify the Transaction Processed

Chapter
CLASSROOM
Assumptions
Solution - Performing Interorganization Transfers

Transacting Items
Navigate to the Inter Organization Transfer Window.
2.
(N) Transactions > Inter-organization Transfer

To Org:
Transact Type:
Intransit shipment
Shipment Number:
T##
Freight:
DHL
Waybill:
T##
Containers:
1
Expected Receipt date:
1 week from today.

Chapter
CLASSROOM
1.

Item:
##-Item05
From subinventory:
##-FGI
To subinventory:
Stores
10
Quantity:
4.
(B) Lot / Serial
5.
Select the Lot from the lot LOV. The parent lot appears automatically.
6.
Enter the 10 in the Quantity field.

Chapter
CLASSROOM
3.
(B) Done
Viewing Transactions
8.
Navigate to the Material Transactions window.
9.
(N) Transactions > Material Transactions.
Enter your part number.
10. (B) Find

Chapter
CLASSROOM
7.
11. (T) Intransit

Chapter
CLASSROOM
13. Now change Organization to M2 and find your shipment in Manage Shipments.
(N) Transactions > Receiving > Manage Shipments

Chapter
CLASSROOM
Guided Demonstration - Receiving Stock into Inventory

1.

2.
(N) Transactions > Receiving > Receipts.
3.

Source Type:
Internal
Item:
AS18947
4.
Choose Find.
5.
Select the Item to receive.
6.
Enter the M2-Boston as the receiving Location.
7.
(M) File > Save.
8.
Receiving Stock
9.
(N) Transactions > Receiving > Receiving Transactions.

Type:
Internal
Item:
AS18947
11. Choose Find.
12. Select the transaction to deliver.
13. Enter the following receiving information:
Location:
M2 Boston
Subinventory: Stores
Verifying Receipts and Receiving Transacitons
16. (N) Transactions > Receiving > View Receiving Transactions

Chapter
CLASSROOM
Receipts

Type:
Internal
Item:
AS18947
18. Choose Find.
19. Select the appropriate receipt number.
20. Choose Transactions.

Chapter
CLASSROOM
Practice - Receiving Material into Inventory

Overview
In this practice you learn how to receive items into inventory.
You completed the defining items practice
You completed the interorganization transfer practice
Tasks
Receiving Inventory
Receive the item into stock that you transferred in the interorganization transfer practice.
Moving Items from Receiving into Inventory
1.
After you take delivery of the item in receiving, move it into inventory.
Verifying the Items are in Inventory

Verify that the transaction is processed and the resulting on-hand quantity.

Chapter
CLASSROOM
Assumptions
Solution Receiving Material into Inventory

Receiving Inventory
Change Organization to M2 Boston.
2.
(N) Change Organization

Navigate to the Receiving Receipts window.
(N) Transactions > Receiving > Receipts

Source Type:
Internal
Item:
The item you transferred in the Interorganization practice.

Chapter
CLASSROOM
1.
(B) Find
4.
Close the Header when it opens.
5.
Select the item to receive.
6.
Verify the item quantity.
7.
Verify the UOM.
8.
Enter the appropriate inventory control information if necessary.
9.
Enter M2 Boston in the Location column.
(M) File > Save
Moving Items from Receiving into Inventory

11. Navigate to the Receiving Transactions window.
(N) Transactions > Receiving > Receiving Transaction.

Chapter
CLASSROOM
3.

Source Type:
Internal
Item:
The item you transferred in the Interorganization practice.
13. (B) Find

14. Select the Item to receive.
15. Enter M2 Boston as the Location.
16. Verify Stores is the subinventory.

Chapter
CLASSROOM
18. Enter the lot or serial information.
19. (B) Done

Chapter
CLASSROOM
17. (B) Lot-Serial
(M) File > Save
Verify the Items are in Inventory

21. Verify the transaction processed.
(N) Transaction > Receiving > View Receiving Transaction

Source Type:
Internal
Item:
The item you transferred in the Interorganization practice

Chapter
CLASSROOM
23. (B) Find

Chapter
CLASSROOM
24. (B) Transactions

Verify the receipt and delivery transactions.

Chapter
CLASSROOM
Practice - Transacting Move Orders

Overview
In this practice you will generate and transact move orders.
You are skilled in Oracle navigation
You completed the Define Items practice
You completed the Locator controls practice
You completed the define subinventory practice
Tasks
Create a Move Order
Create a move order for your item and move 10 pieces from the ##FGI subinventory to your
##Main subinventory using the following information:
Number:
##-1
Description:
Team ## Move order
Transaction Type:
Move Order Transfer
Item:
##Item08
Transact Move Order
Verify your move order, and make changes such as locator control. When complete transact your
move order.
Verify the Results
Verify your transaction was processed.

Chapter
CLASSROOM
Assumptions
Solution - Transacting Move Orders

Create a Move Order
Create a Move Order
Navigate to the Move Order window.
(N) Move Orders > Move Orders
2.
Define a Move Order Using the following Information:

Number:
##-1
Description:
Team ## move order
Transaction Type:
Move Order Transfer
Source Subinventory: ##FGI
Item:
##-Item08
Quantity:
10
3.
(T) Destination
Subinventory:
Locator:
##Main
##.02.01

Chapter
CLASSROOM
1.
(B) Approve
5.
Transact Move Order

6.
Navigate to the Transact Move Orders window.
7.
(N) Move Orders > Transact Move Orders
Find your move order.
Numbers:
##-1

Chapter
CLASSROOM
4.
(B) Find
9.
Update your Move Order.
8.
(B) View/Update Allocations
Verify/Update the following:


Chapter
CLASSROOM
Subinventory:
To Subinventory:
To Locator:
Quantity:
##FGI
##Main
##.2.01
10
10. (B) Transact

11. (B) OK
Verify the Results
13. View the results to verify the transaction processed.
(N) Transactions >Material Transactions
14. Enter Item ##-Item08 in the Item field

Chapter
CLASSROOM
16. Verify the transaction processed.

Chapter
CLASSROOM
15. (B) Find

Chapter
CLASSROOM
Guided Demonstration - Transacting Move Orders

1.
(N) Move Orders > Move Orders
2.
Use the following information to generate a move order:

Number:
001
Description:
AS54888 Move Order
Transaction Type:
Move Order Transfer
Source Subinventory:
FGI
Destination Subinventory:
Stores
Item:
AS54888
Quantity:
200
3.
(B) Approve
4.
Transact Move Orders

5.
(N) Move Orders > Transact Move Orders
6.
Enter 001 in the Numbers field.
7.
(B) Find
8.
(B) View / Update Allocations
9.
(B) Transact
10. (B) OK

Chapter
CLASSROOM
Generate Move Order
1.
Enter telnet esxxxx.oracle.com 7070 in the Windows Run dialog box, where xxxx is the
instance number.
2.
Select Default from the Device List.
3.
Enter your user name and password. Note that the responsibility, Materials & Mfg must
be assigned to your user name.
4.
If there is more than one responsibility assigned to your user name, select Materials & Mfg
from the Responsibilities list.
5.
Select Inventory from the Materials & Mfg menu.
6.
Select Transfers.
7.
Select Org Transfer.
8.
Enter M1 as the Org code.
9.
Enter M2 as the To Org.
10. Enter Intransit Shipment as the transaction type.

11. Enter 001 as the shipment number.
12. Enter AS18947 as the item to ship.
13. Enter FGI as the from subinventory
14. Enter 5 as the quantity to transfer.
15. Select Done.

Chapter
CLASSROOM
Guided Demonstration - Mobile Application Interorganization

Transfers
Practice - Performing Mobile Transactions

Overview
In this lab you will transfer items from one organization to another.
If you are in an education center, verify you are logged in to the launch pad.
Tasks
Interorganization Transfers Using the Mobile Interface
Use the Mobile interface to conduct an interorganization transfer using the following
information:
From Organization:
M1 Seattle
To Organization:
M2 Boston
Item:
your choice
Quantity:
5

Chapter
CLASSROOM
Assumptions
Solution - Performing Mobile Transactions

Interorganization Transfers Using the Mobile Interface
1.
Start the Telnet session.

Windows Start menu > Run
Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where xxxx is the
instance number.
2.

Chapter
CLASSROOM
Responsibility: Materials & Mfg
Enter your user name and password. Note that Materials & Mfg responsibility must be
assigned to your user name.
4.
If more than one responsibility had been assigned to your user name, then select Materials &
Mfg from the list.

Chapter
CLASSROOM
3.
Select Inventory from the Materials & Mfg Menu.
6.
Select Transfers from the Inventory Menu.
7.
Select Org Transfer from the Transfers Menu.

Chapter
CLASSROOM
5.
Enter your item to transfer using the following information: (The mobile device is case
sensitive)
Org Code:
M1
To Org:
M2
Trx Type:
Intransit Shipment
Shipment Number:
##
Item:
Your Choice
From Sub:
##FGI
Quantity:
1
To Sub:
Stores

Chapter
CLASSROOM
8.
9.
Select Done.
Note: Use the down arrow to advance to Done.
10. Select Logout.

Chapter
CLASSROOM
R12 On-hand and Availability

Chapter
CLASSROOM
Guided Demonstration - Using the Material Workbench

Navigate to the Material Workbench
(N) On-hand, Availability > On-hand Quantity
2.

Receiving:
Deselected
Inbound:
Selected
On-hand
Deselected
3.
(B) Find
4.
Click Organizations
5.
Click M1
6.
Click Inbound
7.
Click Purchase Order to view all incoming purchase orders.
8.
Click the top purchase order to view information about the purchase.
9.
(B) Availability


Chapter
CLASSROOM
1.
Practice - Using the Material Workbench

Overview
In this practice you will use the Material Workbench to view the on-hand quantity for your an
item.
Tasks
Use the Material Workbench to view all On-hand Quantity in a Subinventory
1.
Use the Material Workbench to view all items in your ##FGI subinventory and note the
quantities.

Chapter
CLASSROOM
Assumptions
Solution - Using the Material Workbench

Use the Material Workbench to view all On-hand Quantity in a Subinventory
Navigate to the Material workbench
2.

Organization:
M1
Subinventory:
##FGI
On-hand:
Selected
View by:
Location

Chapter
CLASSROOM
1.

3.
(B) Find
4.
Click Organizations
5.
Click M1
6.
Click Onhand

Chapter
CLASSROOM
Select Item ##-03 in the right pane.
8.
(B) Availability

Chapter
CLASSROOM
7.
What is the total quantity? _______________________________________
10. What is the available to reserve quantity? _____________________________

11. What is the available to transact quantity? _____________________________
13. Optional: Create and save a Query that lists items with quantity on hand less than zero.

Chapter
CLASSROOM
9.
Guided Demonstration - Creating an ATP Rule

Navigate to the ATP Rules window.
2.
(N) Setup > Rules > Available to Promise

Name:
Description:
Backward
Past Due Days Demand:
Infinite Supply:
Aggregate Order Promising Time Fence:
3.
Select the following Demand Sources:

Sales Orders
Internal Orders
Discrete WIP
Repetitive WIP
4.
Select the following Supply Sources:

Discrete WIP
Repetitive WIP
Internal Reqs
Supplier Reqa
Purchase Orders
On-hand Available
Interorg Transfers
5.
(M) File > Save
6.
ATP_Backward
ATP Backward consumption
Selected
10
User-defined time fence
User Defined

Chapter
CLASSROOM
1.
Guided Demonstration - Creating Reservations

Responsibility: Order Management Super User, Vision Operations USA
Navigate to the Sales Orders window.
(N) Orders, Returns > Sales Orders
2.
(T) Order Information
3.
Enter the following order-header information:

Customer:
AT&T Universal Card
Note: The rest of the required information defaults automatically.
4.
(T) Line Items
5.
Enter the following line-item information:

Ordered Item:
AS10000
Qty:
10
Request Date:
Greater than 30 days from todays date
Promise Date:
Greater than 30 days from todays date (found on Shipping
Tab)
6.
(T) Shipping
7.
Verify the following shipping information:

Warehouse:
M1
Source Type:
Internal
8.
Note your sales order number and line number_____________________________
9.
(B) Book Order

11. Navigate to the Reservations window.
(N) Inventory > On-hand Availability > Reservations
12. (B) New

13. (T) Demand
14. Enter the following demand information:
Organization:
M1
Item:
AS10000

Chapter
CLASSROOM
1.
Type:
Header Number:
Line Number:
Sales Order
Your sales order number
Your sales order line number
15. (M) File > Tools > Select Available Inventory

Note: You could enter enough quantity to satisfy the demand from multiple subinventories in the
Selected Reservation Qty field. For example, you could select 8 from the FGI subinventory,
and 2 from another subinventory. In this case, thats not possible since quantity only exists
for AS10000 in FGI.
Note: Oracle Inventory generates a new reservation for each inventory selection you make.
(M) File > Save

Chapter
CLASSROOM
16. (B) Done
Practice - Creating Reservations

Overview
In this practice, you will create a reservation for one of your items.
Assumptions
Tasks
Create a Reservation
1.
Use the following information to create a reservation:

Organization:
M1
Item:
##-Item02
Type:
Inventory
Name:
Team ## Reservation
Need By Date:
Todays Date
Quantity:
10

Chapter
CLASSROOM
Solution - Creating Reservations

Create a Reservation
Responsibility = Inventory, Vision Operations
Navigate to the Item Reservations window.
(N) On-hand, Availability > Reservations
2.
(B) New
3.
Enter the following Demand information:

Organization:
M1
Item:
##-Item02
Type:
Inventory
Name:
Team ## Reservation
Need by date:
Todays date
UOM:
Ea
Quantity:
10
4.
(T) Supply
5.
Enter the following Supply information:

Type:
Inventory
Name:
Team ## Reservation

Chapter
CLASSROOM
1.
(M) File > Save
7.
6.

Chapter
CLASSROOM
R12 Material Status

Chapter
CLASSROOM
Practice - Setting up Material Status Control

Overview
In this practice you learn how to set up and use material status control.
Assumptions
Tasks
Verify Transaction Type
1.
Verify the following Subinventory Transfer Transaction type is set for status control.
Define a Material Status

2.
Define a material status to be used only for subinventories that disallows subinventory
transfers. Use the following naming convention for your material status. Team ## Material
Status, where ## represents your team number.
Assign a Material Status

3.
Assign your material status to your low value subinventory. (##LV).
Perform a Transaction with Your Material Status

4.
Use the following information to perform a miscellaneous receipt:

Item:
##-Item01
Subinventory: ##LV
Quantity:
15
Account:
01-580-7740-0000-000
5.
Attempt to perform a subinventory transfer for material in your ##LV subinventory.

Can you perform the subinventory transfer? _________________________________

Chapter
CLASSROOM
Solution - Setting up Material Status Control

Verify Transaction Type
Navigate to the Transaction Types window.
(N) Setup > Transactions > Types
2.
(T) System
3.
Verify Status Control is selected for the Subinventory Transfer transaction type.
4.
Define a Material Status

5.
Navigate to the Material Status window.
6.
(N) Setup > Transactions > Material Status

Name:
Team ## Material Status
Description:
Team ## disallow subinventory transfers
Usage:
Subinventory

Chapter
CLASSROOM
1.
Select transfer material between subinventories from the Allowed Transactions list.
8.
(B) >(A)
7.
(M) File > Save

Assign a Material Status
Navigate to the Subinventories Summary window.

Chapter
CLASSROOM
Select your ##LV Subinventory.
10. (B) Open

11. Select your material status from the Status list of value.

Chapter
CLASSROOM
9.
12. (B) Ok
13. (M) File > Save

Perform a Transaction with Your Material Status
16. Navigate to the Miscellaneous Transactions window.
(N) Transactions > Miscellaneous Transaction

Type:
Miscellaneous Receipt
Account:
01-580-7740-0000-000

Chapter
CLASSROOM

Item:
##-Item01
Subinventory: ##LV
Quantity:
15

Chapter
CLASSROOM

23. Navigate to the Subinventory Transfers window.
(N) Transactions > Subinventory Transfer

Type:
Subinventory Transfer

Chapter
CLASSROOM
20. (M) File > Save

Item:
##-Item01
Subinventory: ##LV
Can you perform subinventory transfer? No, ##LV is missing from the list of
subinventories.
Why is ##LV missing from the list of Subinventories? ____________________

Chapter
CLASSROOM
27. (B) Cancel

28. (M) Edit > Clear > Record

Chapter
CLASSROOM
R12 Replenishment Fundamentals

Chapter
CLASSROOM
Guided Demonstration - Creating a Manual Forecast

1.
(N) Planning > Forecasts > Sets
2.
Enter the following the information to create a forecast set:

Forecast Set:
FG Set
Description:
Finished Goods forecast set
Bucket Type: Weeks
Level:
Item
Forecast:
FGI
Description:
Finished Goods forecast
3.
(M) File > Save.
4.
Setting Up Forecast Entries

5.
(N) Planning > Forecasts > Entries
6.
(M) View > Find
7.
Select the FG Set forecast set.
8.
Enter the following forecast entry information

Item:
AS18947
Bucket:
Weeks
Date:
Todays Date
End Date:
1 week in advance.
Current:
1000
Item:
AS18947
Date:
1 week in advance
End Date:
2 weeks in advance
Current:
2000
Item:
AS18947
Date:
2 weeks in advance
End Date:
3 weeks in advance.
Current:
3000
9.
(M) File > Save.


Chapter
CLASSROOM
Creating a Forecast Set
Viewing Forecast Quantities

11. (N) Planning > Forecasts > View Entries
13. Select the FG Set Forecast set.
14. Choose Bucketed

Chapter
CLASSROOM
Guided Demonstration - Setting up Reorder Point Planning

Setting up Reorder Point Planning for an Item
2.
Enter item AS18947 in the Item field.
3.
(B) Find.
4.
(T) General Planning.
5.
Change the Inventory Planning Method to Reorder Point.
6.
Change the Minimum Order Quantity to 35.
7.
Change the Order Cost to 45.
8.
Change the Carrying Cost % to 12.
9.
(T) Lead Times.
10. Change the Processing lead time to 5.

Note: S/N already being used error may occur when trying to save AS18947, due to old
data in the test instance. If so, merely change the S/N Prefix (Inventory Attributes Group).
Running the Reorder Point Planning Report
13. Navigate to the Reorder Point Planning window.
(N) > Planning > Reorder Point Planning.
14. Select Items under reorder point as the Item Selection.

15. Enter Demand and Supply cut off dates.
16. Select FG Set from the list of values.
17. Submit your request.

Chapter
CLASSROOM
1.
Viewing the Reorder Point Planning Report

18. (N) Requests.
19. Find your request.
20. Choose View Output.
21. (M) File > Close.

Chapter
CLASSROOM
Guided Demonstration - Setting up Min-Max Planning

Setting Up Min-Max Planning for an Item
2.
Find Item AS18947
3.
(T) General Planning
4.
Change the Inventory Planning Method to Min-Max.
5.
(M) File > Save.
6.
(M) Tools > Item Subinventories.
7.
(M) File > New
8.
Enter FGI as the subinventory.
9.
Select the Min-Max Planning Check box.
10. Enter 300 as the Minimum Qty.

11. Enter 900 as the Maximum Qty.
Running the Min-Max Planning Report
14. Navigate to the Min-Max Planning window.
(N) Planning > Min-Max Planning
15. Enter the following planning information.

Planning Level:
Subinventory
Subinventory:
FGI
Item Selection:
All min-max planned items
16. (B) OK

Chapter
CLASSROOM
1.
17. (B) Submit

18. (B) No
Viewing the Min-Max Planning Report
19. (N) Requests.
20. Find your request.
21. Choose View Output.


Chapter
CLASSROOM
Practice - Performing Min-Max Planning

Overview
In this lab you will perform min-max planning for an item.
You completed the define items lab.
Tasks
Enable Min-Max Planning for Item
Enter Min-max planning for ##-Item03 and restrict to your ##FGI subinventory.
Use the following minimum and maximum quantities:
Minimum quantity:
300
Maximum quantity:
900
Request a Min-Max Planning Report
Request a min-max planning report for your item and subinventory using the following
information:
Planning level:
Subinventory
Subinventory:
##FGI
View the Min-Max Planning Report
View your min-max planning report.

Chapter
CLASSROOM
Assumptions
Solution - Performing Min-max Planning

Enable Min-Max Planning for Item
Navigate to the Organization Items window and find your ##-Item03 item.
(N) Items > Organization Items
2.
Find your ##-Item03 item.
3.
(T) General Planning

Inventory planning Method:
4.
(M) File > Save
5.
(M) Tools > Item Subinventories
Min-Max

Chapter
CLASSROOM
1.
Enter the minimum and maximum quantities for the item/subinventory combination as
follows:
Name:
##FGI
Min-Max Planning:
selected
Minimum Quantity:
300
Maximum Quantity:
900
7.
Save and Close window.
(M) File > Save
6.
Request a Min-Max Planning Report

8.
Navigate to the Min-Max Planning window.
(N) Planning > Min-Max Planning

Chapter
CLASSROOM
Enter the following information in the Parameters window:

Planning Level:
Subinventory
Subinventory:
##-FGI
Demand Cuttoff Date: 1 month from today
Supply Cuttoff Date
1 month from today
9.
10. (B) OK.

11. (B) Submit.
12. (B) No.

Chapter
CLASSROOM
13. (N) Requests

14. Select My Completed Requests

Chapter
CLASSROOM
View the Min-Max Planning Report
15. Select Find.

16. Select your request.

Chapter
CLASSROOM
17. (B) View Output.


Chapter
CLASSROOM
Practice - Performing a Replenishment Count Using Forms

Overview
Defining item-subinventory relationship and sourcing information
Entering the replenishment count header information
Entering the replenishment count using forms
Processing the count information using forms
Assumptions
You completed the practice on creating subinventories.
You completed the practice on defining items.
The quantity of ##-Item02 in your ##FGI subinventory is at least 100.
Tasks
Define Item-Subinventory Relationship and Sourcing Information
Define item-subinventory relationship and sourcing information for the following:
Subinventory:
##LV
Item:
##-Item02
Min-Max Planning:
Yes
Minimum Quantity:
10
Maximum Quantity:
50
Also define sourcing information in such a way that ##-Item02 for ##LV is replenished from the
subinventory ##FGI.

Chapter
CLASSROOM
In this practice you will perform a replenishment count using forms. The following are the steps
in this practice:
Enter Replenishment Count Header Information

Create a replenishment count header for forms using the following information:
Name:
##RC1
Subinventory:
##LV
Enter Replenishment Count Using Forms
Process the Count Information Using Forms

Process the count entered for ##RC1 using the forms.
Answer the following question after you complete the lab.
What is the reorder quantity for ##RC1?

Chapter
CLASSROOM
Enter the replenishment count for ##RC1 using the following information:
Item:
##-Item02
Count Type:
On-hand Quantity
Count:
5
Solution - Performing a Replenishment Count Using Forms

Define Item-Subinventory Relationship and Sourcing Information
1.
Verify the on-hand quantity of ##-Item02 in your ##FGI subinventory.

Subinventory:
##FGI
Item / Revision:
##-Item02
2.
(B) Find

Chapter
CLASSROOM
3.
Navigate to the Subinventories window.
4.
Select the ##LV subinventory from the list.

Chapter
CLASSROOM
(B) Item/Subinventory
6.
Define the item-subinventory relationship using the following information:
(T) Planning
Item:
##-Item02
Min-Max Planning: Yes
Min Qty:
10
Max Qty:
50

Chapter
CLASSROOM
5.
(T) Sourcing
Type:
Subinventory:
Subinventory
##FGI

Chapter
CLASSROOM
(M) File > Save

8.
Navigate to the Replenishment Count Headers window.
9.
(N) Counting > Replenishment Counts > Counts
(B) New
10. Create a new replenishment count header using the following information:
Name:
##RC1
Subinventory:
##LV
Count Using Mobile: No

Chapter
CLASSROOM
7.
11. (B) Default Items

Count Type:
Onhand Quantity
Quantity:
5
13. (M) File > Save


Chapter
CLASSROOM
Enter Replenishment Count Using Forms
Process the Count Information Using Forms

14. Return to the Replenishment Count Headers window.
15. (B) Process and Report
16. (B) Ok
Note: Because ##-Item02 is sourced from another subinventory, Oracle Inventory

automatically creates a move order after you process the count. To complete this transaction
you must transact this move order using the Transact Move Orders window.
18. What is the reorder quantity for ##RC1? The reorder quantity is 45 (maximum quantity
on-hand quantity).

Chapter
CLASSROOM
17. View the details of the Replenishment Count Report by querying for the request number in
the Requests window
Practice - Performing a Replenishment Count Using the Mobile

Application
Overview
Entering the replenishment count header information using forms
Entering the replenishment count using the mobile application
Processing the count information using the mobile application
Assumptions
You completed the practice on performing a replenishment count using forms.
If you are in an education center, verify you are logged in to the launch pad.
Tasks
Create a replenishment count header using the following information:
Name:
##RC2
Subinventory:
##-LV
Count Using Mobile:
Yes
Enter Replenishment Count Lines
Enter the replenishment count line information for ##RC2 using the forms:
Item:
##-Item02
Count Type:
Order Quantity

Chapter
CLASSROOM
In this practice you will perform a replenishment count using the mobile application. The
following are the steps in this practice:
Enter Replenishment Count Using the Mobile Application

Enter the replenishment count for ##RC2 in the mobile application using the following
information:
Organization:
M1
Subinventory:
##-LV
Replenishment Count:
##RC2
Item:
##-Item02
Order Quantity:
30
Process the count entered for ##RC2 using the mobile application.
Answer the following question after you complete the lab.
Can you enter the count in the Replenishment Count Lines window for ##RC2? Why?

Chapter
CLASSROOM
Process the Count Information Using the Mobile Application
Solution - Performing a Replenishment Count Using the Mobile

Application
Navigate to the Replenishment Count Headers window.
(N) Counting > Replenishment Counts > Counts
2.
(B) New
3.
Create a new replenishment count header using the following information:

Name:
##RC2
Subinventory:
##-LV
Count Using Mobile: Yes
Enter Replenishment Count Lines

4.
(B) Default Items.
5.

Count Type:
Order Quantity

Chapter
CLASSROOM
1.
(M) File > Save
7.
Enter Replenishment Count Using the Mobile Application

8.

Enter telnet egxxxx.oracle.com 7070 in the Run dialog box, where xxxx is the
instance number.

Chapter
CLASSROOM
6.
Select <Default> from the Device List.
10. Enter your user name and password. Note that Materials & Mfg responsibility must be

Chapter
CLASSROOM
9.
12. Select <Inventory> from the Materials & Mfg Menu.

Chapter
CLASSROOM
11. Select <Materials & Mfg>
14. Select <Repl Count> from the Counting menu.
15. Enter the following information when prompted.

Note: The mobile application screen is case sensitive.
Organization Code:
M1
Subinventory:
##-LV
Replenishment Count Name: ##RC2

Chapter
CLASSROOM
13. Select <Counting> from the Inventory menu.
17. Enter ##-Item02 in the Item field.

18. Enter 30 in the Order Qty field.

Chapter
CLASSROOM
16. Select <Count> to enter the order quantity.
20. Press Ctrl+B to view the Message Page.
Process the Count Information Using the Mobile Application

21. Select <Process and Report>
22. Press Ctrl+B to view the Message Page. The request number is displayed. You can view the
details of the Replenishment Count Report by querying for the request number in the
Requests window.

Chapter
CLASSROOM
19. Select <Save/Next>
24. Can you enter the count in the Replenishment Count Lines window for ##RC2? Why? No,
you cannot enter the count in the Replenishment Count Lines for ##RC2. This is because
you would have selected the Count Using Mobile check box in the Replenishment Count
Headers window, you can enter the count only using the mobile application.

Chapter
CLASSROOM
23. Select Logout to exit the mobile application.
Guided Demonstration - Performing Kanban Replenishment

1.
(N) Kanban > Pull Sequences.
2.
(B) New.
3.
Enter the following information to create the pull sequence.

Item:
AS54888
Subinventory: FGI
Source Type:
Supplier
Supplier:
Advanced Network Devices
Supplier Site: Santa Clara
4.
(T) Kanban
Calculate:
Size:
Number of Cards:
Minimum Order Qty:
5.
(M) File > Save
6.
(B) Generate Cards
7.
(B) Yes
8.
(B) Cards
9.
Select the first card.
Number of Cards
10
10
20
10. (B) Replenish

11. Select the second card.
12. (B) Replenish
13. (N) File > Save
14. (N) File > Close Form.

Chapter
CLASSROOM
Create Kanban Pull Sequence
Practice - Performing Kanban Replenishment

Overview
In this lab you will learn how to generate Kanban Cards.
You have completed the defining Subinventories Lab
You have completed the Defining Items Lab.
Tasks
Setting up a Kanban Pull Sequence
Set up a Kanban pull sequence using the following information:
Item
##-Item01
Subinventory:
##FGI
Source Type:
Supplier
Supplier:
Supplier Site:
Santa Clara
Calculate:
Number of Cards
Size:
10
Cards:
10
Minimum Order Quantity:
20
Generate Kanban Cards
Generate Kanban cards for the pull sequence you created.
Replenish Kanban Cards
Replenish your Kanban cards.

Chapter
CLASSROOM
Assumptions
Solution - Performing Kanban Replenishment

Setting up a Kanban Pull Sequence
Navigate to the Pull Sequences window.
2.
(N) Kanban > Pull Sequences > (B) New.
Use the following information to define a new pull sequence:

Item:
##-Item01
Subinventory:
##FGI
Source Type:
Supplier
Supplier:
Supplier Site:
Santa Clara
(T) Kanban
Calculate:
Size:
Number of Cards:
Minimum Order Quantity:
Number of Cards
10
10
20

Chapter
CLASSROOM
1.
3.
(M) File > Save
Generate Kanban Cards

(B) Generate Cards
5.
Yes to print Kanban cards.
6.
Verify your Kanban cards printed.
(M) View > Requests
Select All My Requests
(B) Find
4.
Replenish Kanban Cards

7.
Navigate to the Kanban Cards Summary window.
8.
(B) Cards or (N) Kanban > Kanban Cards.
Replenish Kanban cards.

Chapter
CLASSROOM
Select the first Kanban card in the list.
(B) Replenish.
Verify the supply status changed to Wait.
Select the second Kanban card in the list.
(B) Replenish.
Verify the supply status is Empty.
9.
(N) File > Save.
10. (N) File > Close Form.

Chapter
CLASSROOM
R12 Inventory Accuracy Fundamentals

Chapter
CLASSROOM
Guided Demonstration - Compiling an ABC Analysis

1.
(N) ABC Codes > ABC Compiles
2.
(B) New
3.
Enter Finished Goods in the Compile Name field.
4.
Enter Finished Goods Analysis in the Description field.
5.
Select Subinventory as the Content Scope.
6.
Select Subinventory as the Valuation Scope.
7.
Select the FGI subinventory.
8.
Select Current on hand quantity as the compile criterion.
9.
Verify Frozen is the Cost Type.
10. (B) Compile

11. (B) OK
Note: Note the concurrent request number.
12. (B) Yes
13. (B) OK
Note: Note the concurrent request number.
Creating ABC Classes
15. (N) ABC Codes > ABC Classes
16. (M) File > New
17. Create three ABC Classes using the following information.
Class Name:
Finished Goods A
Description:
Finished Goods Class A

Chapter
CLASSROOM
Creating an ABC Compile
Class Name:
Description:
Finished Goods B
Finished Goods Class B
Class Name:
Description:
Finished Goods C
Finished Goods Class C
18. (M) File > Save

20. (N) ABC Codes > ABC Assignment Groups

21. (M) File > New
22. Enter Finished Goods ABC as the Group Name.
23. Enter Finished Goods as the compile name.
24. (B) Group Classes
25. Choose the following ABC Classes.
Finished Goods A
Finished Goods B
Finished Goods C
26. (M) File > Save
27. (B) Assign Items
28. Enter the following values in the % Items fields:
A items:
50%
B items
80%
C items
populates automatically
29. (M) File > Save and Proceed
Note: Note the Concurrent request number.

Chapter
CLASSROOM
ABC Assignment Groups
Practice - Compiling an ABC Analysis

Overview
In this practice you will compile an ABC analysis.
Tasks
Receive Items
Receive 20 items of your choice in to your ##FGI subinventory. You can use part numbers from
other teams as well as system items that begin with AS, CM, or SB. Be sure to receive different
quantities of each item ranging from 5-100.
This is so that you can use this ABC Analysis later in a Cycle Count. Alternatively: you can run
this Compile on FGI, instead of your own Subinventory.
Note: Receive at least one system item. These items are associated with standard costs.
Compile an ABC analysis
1.
Compile an ABC Analysis using the following information:

Name:
##FGI ABC
Description:
ABC Compile for Team ##FGI
Content and Valuation Scope: Subinventory
Subinventory:
##FGI
Criterion:
Current on hand quantity
Cost Type:
Frozen
Define ABC Classes

2.
Define three ABC Classes using the following naming convention:

Name:
##Class A
Description:
A items
Name:
Description:
##Class B
B items

Chapter
CLASSROOM
Assumptions
Name:
Description:
##Class C
C items
Define an ABC Group

3.
Define an ABC group using the following information

Group Name:
##ABC Group
Compile Name:
##FGI-ABC
Define an ABC Sequence

Define an ABC Sequence using the following information:
Class Name
##Class A
##Class B
##Class C
Assign Item Valuation

5.
Assign item valuation as follows:

##Class A:
50
##Class B:
80
##Class C:
(system calculates)
Update ABC Codes

6.
Change one item from a C item to an A item, and change one item from a C item to a B
item.

Chapter
CLASSROOM
4.
Solution - Compiling an ABC Analysis

Compile an ABC Analysis
2.
Navigate to the ABC Compile window.
(N) ABC Codes > ABC Compiles
(M) File > New
Compile an ABC Analysis using the following information:

Name:
##FGI-ABC
Description:
ABC Compile for Team ##FGI
Content and Valuation Scope: Subinventory
Subinventory:
##FGI
Criterion:
Current on hand quantity
Cost Type:
Frozen
TIP: If you have fewer than 20 different items in your ##FGI Subinventory, then run your
compile on FGI. This is so you can use this compile later during Cycle Counting.

Chapter
CLASSROOM
1.
(B) Compile
(B) OK
Note your report request number. ___________________
(B) Yes
(B) OK
Note your request number. _________________
Define ABC Classes

4.
5.
Navigate to the ABC Classes window.
(N) ABC Codes > ABC Classes
(M) File > New
Define three ABC Classes using the following naming conventions:

Name:
##Class A
Description:
A items
Name:
Description:
##Class B
B items
Name:
Description:
##Class C
C items

Chapter
CLASSROOM
3.
Save and Close window.
(M) File > Save.
Define an ABC Group

7.
8.
Navigate to the ABC Assignment Groups window.
(N) ABC Codes > ABC Assignment Groups.
(M) File > New
Define an ABC group using the following information:

Group Name:
##ABC Group
Compile Name:
##FGI-ABC
Note: Make sure that ##ABC Group (the group that you created) is selected.

Chapter
CLASSROOM
6.
(B) Group Classes
Define an ABC Sequence

9.
Define an ABC Sequence using the classes you created earlier.
Class Name
##Class A
##Class B
##Class C

Chapter
CLASSROOM
10. Save your work.
(M) File > Save
Assign Item Valuation

11. (B) Assign Items.
12. Enter the following percentages in the % Items field:

##Class A:
50
##Class B:
80
##Class C:
(system calculates)
13. (B) Assign

14. (B) OK
Update ABC Codes
15. Review and update the ABC codes assigned to items in the ##FGI subinventory.
Select ##ABC Group in the ABC Assignment Groups window.
(B) Update Items

Chapter
CLASSROOM
Change one item from ##Class C to ##Class A.
Change one item from ##Class B to ##Class C.
(M) File > Save

Chapter
CLASSROOM
Guided Demonstration - Performing a Cycle Count

1.
(N) Counting > Cycle Counting > Cycle Counts
2.
(B) New
3.
Enter the following cycle count information.

Name:
FGI Cycle Count
Description:
Finished Goods Cycle Count
Calendar:
Vision01
Adjustment Account: Miscellaneous
Late Days:
1
Starting Sequence:
0
Unscheduled Entries: Selected
Display System Qty:
Selected
4.
Select Specific in the Count Subinventories alternative region.
5.
Select the FGI subinventory from list of values.
6.
(T) Serial and Schedule
7.
Enter the following Serial and Schedule information:

Auto Schedule:
Yes
Frequency:
By period
8.
(T) Adjustments and ABC
9.
Enter the following approval tolerances:

Qty Variance:
3
Adjustment Value:
50
Hit / Miss Analysis:
10
10. Enter the following ABC Information:

Group:
Finished Goods ABC
Option:
(Re)initialize
11. (B) Classes.
12. Enter the following ABC Class information:
Class:
Finished Goods A
Count:
150
Class:
Finished Goods B
Count:
100

Chapter
CLASSROOM
Class:
Count:
Finished Goods C
50
13. (M) File Save.

14. (M) Tools > Perform Full Cycle Count
16. (B) Submit.

Entering Cycle Count Entries Using a Mobile Device
18. Start the Telnet session.
instance number.
19. Select <Default> from the Device List.
20. Enter your user name and password. Note that Materials & Mfg responsibility must be
21. Select <Materials & Mfg>
22. Select <Inventory>
23. Select <Counting>
24. Select <Cycle Count>
25. Select <Normal>
26. Enter the following cycle count information:
Org Code:
M1
Cycle count name:
FGI Cycle Count
Subinventory:
FGI
Item:
AS18947
Quantity:
Enter a number plus or minus the system quantity.
27. Select <Done>

Chapter
CLASSROOM
15. Enter the cycle count name for the following parameters
Generate automatic schedule recount
Generate cycle count request
Cycle count listing.
Cycle Count Entries and Approvals

28. (N) Counting > Cycle Counting > Cycle Count Entries
29. Enter FGI Cycle Count in the Cycle Count field.
30. Choose find.
Note: Notice the item amount entered during the mobile counting demonstration does not
appear.
32. (T) Adjustments.
33. Enter the count quantities.
36. (N) Counting > Cycle Counting > Approve Counts
37. Enter FGI Cycle Count in the Cycle Count field.
38. (B) Find.
39. At the question: Query count pending approval only? choose Yes to view all that require
approval.
Note: Notice the item quantity entered in the mobile counting demonstration appears in the
Count tabbed region.
40. Choose Approved to approve an item adjustment.
41. Select the Approver from the drop down list in the Approval tabbed region.
42. (M) File Save.
43. (B) OK.
44. Close the Approvals window.
45. Approve or reject the remaining items.

Chapter
CLASSROOM
31. At the question: Find all open count requests? choose Yes to view all open cycle count
items.
Practice - Performing a Cycle Count

Overview
In this practice you will perform a cycle count using the ABC compile group you created in a
previous lab.
You completed the Compile an ABC Analysis practice.
You completed the Define Items practice.
You have at least 20 items in your ##FGI subinventory.
Tasks
Define a Cycle Count Header
Define a cycle count header using the following information:
Name:
##Cycle Count
Description
Team ##Cycle Count
Adjustment Account:
Miscellaneous
Late Days:
1
Starting Sequence:
##
Unscheduled entries
Yes
Display System qty:
Yes
Count Subinventories:
Specific
Subinventory:
##FGI
Auto Schedule:
Yes
Frequency:
By Period
Approval Required:
If out of Tolerance
QTY
3%
Adjust Value:
50
Hit/Miss:
10%
Group:
##ABC Group
Option:
(Re)initialize
Class A:
150 counts per year

Chapter
CLASSROOM
Assumptions
Class B:
Class C:
100 counts per year

50 counts per year
Perform a Cycle Count
Name:
Cycle Name:
Generate Cycle Count Requests

##Cycle Count
Name:
Cycle Name:
Cycle Count Listing

##Cycle Count
Enter Cycle Count Entries

View the system quantities and enter quantities for the cycle count. Have some of the items out
of tolerance, and have at least one item match the system quantity.
Approve, Reject or Recount Cycle Count
Why are some of the items already approved? ________________________________________
Approve, Reject or recount all entries for your cycle count.

Chapter
CLASSROOM
Use the following parameters to perform a cycle count:

Name:
Generate Automatic Schedule
Cycle Name:
##Cycle Count
Solution - Performing a Cycle Count

Define a Cycle Count Header
Navigate to the Cycle Counts Window.
(N) Counting > Cycle Counting > Cycle Counts
2.
(B) New
3.
Enter a new cycle count header using the following information:
(T) Scope and Control

Name:
Description
Calendar:
Adjustment Account:
Late Days:
Starting Sequence:
Unscheduled entries
Display System qty:
Count Subinventories:
Subinventory:
##Cycle Count
Team ##Cycle Count
Vision01
Miscellaneous
1
##
Yes
Yes
Specific
##FGI

Chapter
CLASSROOM
1.
(T) Serial and Schedule

Count:
Auto Schedule:
Frequency:
Not Allowed
Yes
By Period

Chapter
CLASSROOM
(T) Adjustments and ABC

Approval Required:
QTY
Adjust Value:
Hit/Miss:
Group:
Option:
If out of Tolerance
3%
50
10%
##ABC Group
(Re)initialize

Chapter
CLASSROOM
(B) Classes
##Class A:
##Class B:
##Class C:
150 counts per year

100 counts per year
50 counts per year

Chapter
CLASSROOM
(M) File > Save
5.
(B) OK
Perform a Cycle Count

6.
(M) Tools > Perform Full Cycle Count

Chapter
CLASSROOM
4.
Enter the following parameters. After entering each parameter, click OK.
Generate automatic schedule (Parameters field):
##Cycle Count
Generate cycle count requests (Parameters field):
##Cycle Count

Chapter
CLASSROOM
7.
##Cycle Count
Cycle Count Listing (Parameters field):
8.
(B) Submit
9.
(B) OK
10. (M) File >Close >Form


Chapter
CLASSROOM
11. (M) File >Close Form

Note: Do not proceed until after your concurrent request completes.
Enter Cycle Count Entries
12. Navigate to the Cycle Count Entries window.
(N) Counting > Cycle Counting > Cycle Count Entries
13. Enter ##Cycle Count in the Cycle Count name field, or select your cycle count from the list
of values.
14. (B) Find
15. (B) Yes
16. (T) Adjustments

17. Enter Count quantities for your items. Enter a few quantities that are out of tolerance, a few
quantities within tolerance, and at least one that matches the system quantity.

Chapter
CLASSROOM
(M) File > Save
Approve, Reject or Recount Cycle Count

19. Navigate to the cycle count approvals window.
(N) Counting > Cycle Counting > Approve Counts
20. Select your cycle count from the LOVs in the Cycle Count field.
21. (B) Find
22. (B) No

Chapter
CLASSROOM
24. Approve, reject or recount your items.

(M) File > Save
(B) OK

Chapter
CLASSROOM
23. Why are some of the items already approved? They fall within set approval limits.
Practice - Mobile Counting

Overview
Use the mobile device to perform a cycle count for your ##FGI subinventory.
You have completed the ABC Analysis Lab.
You have completed part one of the Cycle Counting lab.
Tasks
Entering Item Quantities Using the Mobile.
Enter cycle count quantities for an item.

Chapter
CLASSROOM
Assumptions
Solution Mobile Counting

Entering Item Quantities Using the Mobile
1.

instance number.
2.

Chapter
CLASSROOM
Enter your user name and password. Note that Materials & Mfg responsibility must be
4.
If more than one responsibility had been assigned to your user name, select Materials & Mfg
from the list.

Chapter
CLASSROOM
3.
Select Inventory from the Materials & Mfg Menu.
6.
Select Counting from the Inventory Menu.

Chapter
CLASSROOM
5.
Select Cycle Count from the Counting Menu.
8.
Select Normal from the Cycle Count menu.

Chapter
CLASSROOM
7.
9.
Enter the following information when prompted.
10. Select Done to apply your cycle count.

11. Select Logout to exit the Mobile.

Chapter
CLASSROOM
Note: The mobile application screen is case sensitive.

Org Code:
M1
Cycle Count Name:
##Cycle Count
Sub:
##FGI
Item:
Enter an item in your ##FGI subinventory
Qty:
Enter a quantity
R12 Table Information

Chapter
CLASSROOM
Guided Demonstration - Accessing eTRM

Note: You must have an Oracle Metalink account to access eTRM.
Navigate to the Oracle Metalink home page.
https://metalink.oracle.com/
2.
Click Log in to Metalink
3.
Enter your username and password.
4.
(T) Knowledge
5.
Click Applications Electronic Technical Reference Manuals (eTRM).
6.
(B) I accept
7.
Click FND Data Dictionary.
8.
Click INV- Inventory.
9.
Click 267-Tables.
10. Select any table to show the students.

11. Close the web page.
12. Click Sign Out to exit Metalink.
13. Close the web page.

Chapter
CLASSROOM
1.

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Activity Guide

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R12 Oracle Inventory

Copyright 2009, Oracle. All rights reserved.

U.S. GOVERNMENT RIGHTS

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R12 Oracle Inventory Management Fundamentals - Supplemental Practices ..........................................1-1

R12 Oracle Inventory Management Fundamentals Table of Contents

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Copyright Oracle 2008. All rights reserved.

R12 Oracle Inventory Management Fundamentals Table of Contents

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Practice - Receiving Material into Inventory.............................................................................................1-119

Working experience with Oracle Applications.

How This Course Is Organized

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R12 Oracle Inventory Management Fundamentals Table of Contents

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System release bulletins

Installation and users guides

International Oracle Users Group (IOUG) articles

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R12 Oracle Inventory Management Fundamentals Table of Contents

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Use the SELECT command to view information stored in the

Copyright Oracle 2008. All rights reserved.

R12 Oracle Inventory Management Fundamentals Table of Contents

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Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Typographic Conventions in Oracle Application Navigation Paths

(M) From the menu, select Query then Find.

(B) Click the Approve button.

R12 Oracle Inventory Management Fundamentals Table of Contents

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Typographical Conventions in Oracle Application Help System Paths

Under the General Ledger entry, expand Journals.

Under Journals, select Enter Journals.

Copyright Oracle 2008. All rights reserved.

R12 Oracle Inventory Management Fundamentals Table of Contents

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represents the following sequence of actions:

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R12 Oracle Inventory Management Fundamentals Table of Contents

Copyright 2009, Oracle. All rights reserved.

R12 Oracle Inventory Management Fundamentals - Supplemental Practices

Oracle University and Egabi Solutions use only

R12 Oracle Inventory

Oracle University and Egabi Solutions use only

R12 Oracle Inventory Management Fundamentals - Supplemental Practices

Oracle University and Egabi Solutions use only

R12 Oracle Inventory Management Fundamentals

Copyright 2009, Oracle. All rights reserved.

R12 Oracle Inventory Management Fundamentals - Supplemental Practices

Oracle University and Egabi Solutions use only

R12 Defining Inventory Organizations

Copyright 2009, Oracle. All rights reserved.

R12 Oracle Inventory Management Fundamentals - Supplemental Practices

Guided Demonstration - Setting up Locations

(N) > Setup > Organizations > Locations.

Define a Location using the following information: