4i inventory org setups

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AIM

BR.100 S ET UP

4i Apps Solutions

Oracle E-Business Suite-InventoryAuthor: Dinesh KV

Creation Date: 10-May-2011

Last Updated: 10-May-2011

Document Ref: 4i_BR_100_INV_1.0

Version: 1.0

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10-May-11 Dinesh KV 1.0 No Previous Document

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Setup has been done on this instance

http://test05.4iapps.com:8007

http://test05.4iapps.com:8007/

http://test05.4iapps.com:8007/



Step 1 Defining Profile Options (Required)

Responsibility: System Administrator → Profile → System

GL Ledger Name

MO: Security Profile

HR:Business Group

HR:Security Profile



MO: Operating Unit

Sequential Numbering

Step 2: Define Your System Items Flexfield (Required)

Responsibility: Application Developer → Flexfield → Key → Register

Responsibility: Application Developer Flexfield → Key → Segments



Select -> Segments

Select -> Value Set



Add Value Set

Compile the Flexfield



Step 3: Define Your Item Categories Flexfield (Required)

Responsibility: Application Developer → Flexfield → Key → Segments

Select -> Segments



Step 4: Define Your Item Catalog Group Flexfield (Required)

If you make entries for your items in a standard industry catalog or want to group your items accordingto certain descriptive elements, you need to configure your Item Catalog Group Flexfield. You mustindicate how many separate segments your flexfield has, how many characters each segment has, andwhether you want to validate the values that you assign to the segments. Once you define the structureof your flexfield and any applicable value sets, you must freeze and compile your flexfield definition.Compiling the flexfield definition enables the Item Catalog Group Flexfield pop-up window.




Select -> Segments

Compile the Flexfield



Step 4: Define Your Stock Locators Flexfield (Required)

Responsibility : Application Developer → Flexfield → Key → Segment

Select -> Segments



Value Sets for Row, Rack & Bin Respectively

ROW

RACK

BIN



Step 6: Define Your Account Aliases Flexfield (Required)


Select -> Segments



Step 7: Define Your Sales Orders Flexfield (Required)

Responsibility: Application Developer → Flexfield → Key → Segment

Select -> Segments



Step 8: Define Your Locations (Optional)

Oracle Inventory → Setup → Organizations → Locations



Step 9: Define Your Organization Calendar (Required)

Oracle Inventory → Setup → Organization → Calendar



Tools -> Build Calendar

Step 10: Define Your Organizations (Required)

Oracle Inventory → Setup → Organizations → Organizations



Step 11: Define Your Organization Parameters (Required)

Oracle Inventory → Setup → Organizations → Parameters



Costing Parameters



Revision, Lot, Serial & LPN Parameters



ATP, Pick, Item Sourcing



Inter-Org Information



Other Accounts



Step 12: Define Your Receiving Options (Optional)

Step 13: Define Your Unit of Measure Classes (Required)

Inventory → Setup → Units of Measure → Classes



Step 14: Define Your Units of Measure (Required)

You need to define units of measure for tracking, moving, storing, and counting items. Each item thatyou define in Oracle Inventory must have a primary unit of measure and each transaction you performin Oracle Inventory must have a unit of measure associated with the transaction quantity.

Inventory → Setup → Units of Measure → Unit of Measure



Step 15: Define Your Sub inventories (Required)

Oracle Inventory → Setup → Organizations → Sub inventories



Step 16: Define Your Item Attribute Controls (Required)

Inventory → Setup → Items → Attributes Controls



Step 17: Define Your Categories (Required)

Inventory → Setup → Items → Categories → Categories Codes

Categories value set to be updated first

Step 18: Define Your Category Set (Required)

Inventory & PO Categories set to be defined compulsory, else while creating item and



Assignments it will err out.

Oracle Inventory → Setup → Items → Categories → Categories Sets



Step 19: Define Your Default Category Sets (Required)

Oracle Inventory → Setup → Items → Categories → Default Categories Sets

Step 20: Define Your Item Statuses (Required)

Oracle Inventory → Setup → Items → Status Codes



Step 21: Define Your Cost Types (Required)

Oracle Inventory → Setup → Cost → Cost Types



Inventory → Setup → Cost → Sub Elements → Material



Step 22: Open Your Accounting Periods (Required)

Oracle Inventory → Accounting Close Cycle → Inventory Accounting Period



Step 23: Set Profile Options (Required)

4i inventory org setups

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