perform oracle inventory setup with screenshot

7/23/2019 Perform Oracle Inventory Setup With Screenshot

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Inventory A-Z Version 1.0

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All Oracle Inventory Setup

(Screenshot)


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Contents

How the Manual Is Organized......................................................................................................................4Topical Essay...................................................................................................................................................4Units of Measure (UoM).................................................................................................................................6Item Categories...............................................................................................................................................8

Item Master...................................................................................................................................................13Inentory !ccounting "eriod Opening.......................................................................................................17Inentory Items #oods $eceipt (#$%) against "urchase Order.............................................................18On&Hand !aila'ility...................................................................................................................................20Material Transactions uery......................................................................................................................21Transaction istri'utions............................................................................................................................21E*pense Items+,erice Items+!sset Items #oods $eceipt(#$%) against "urchase Order....................23#oods $eceipt in "urchase UoM and ,toc- in .ase UoM........................................................................26#oods $eceipt for /ree #oods.....................................................................................................................28#oods $eturn To 0endor.............................................................................................................................31Corrections....................................................................................................................................................32Issue Transactions.........................................................................................................................................33Issue $eersal Transactions.........................................................................................................................34

,u'inentory Transfers................................................................................................................................35Inter&Organization Transfers......................................................................................................................36Inter Company Transfers.............................................................................................................................39MI%&M!1 "lanning&M$"..........................................................................................................................49"hysical Inentory........................................................................................................................................51

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How the Manual Is Organie!

This manual is divided in two sections:

Masters setu

Transactions

Audience

This manual is written !or "ar#wa$ %ositals "te &td users as a re!erence manual seci!ic to

"ar#wa$ 'usiness scenarios. This user (uide is intended to sulement the )racle *nventor$ +ser

,uide- which should also 'e studied !or a !ull understandin( on the concets

How to Use This Manual

The usa(e and scoe o! this manual is to wal# throu(h the transaction !low and stes in )raclea$a'les

Related Documents

*nventor$ s/*s ocument

*nventor$ To/e document

Test cenarios

Your Comments are Welcome

T values and areciates $our comments as a user and reader o! this manual. s we write-revise- and evaluate our documentation- $our comments are the most valua'le inut we receive. *!

$ou would li#e to contact us re(ardin( comments and su((estions on !uture releases o! *nventor$

+ser (uide- lease use the !ollowin( address or telehone num'ers: TT )+&T

*

"o#i$al %ssay

The +ser ,uide is a role/'ased document that rovides seci!ic user rocedures to !ollow 'ased

on the users role li#e uer user and +ser.

Procedures

ScopeThis rocedure covers the !ollowin( !unctional areas:

*nventor$ Masters *tem and +)M;

ate(ories

,oods eceits

*nventor$ Transactions

M"

toc# Ta#e

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System ReferencesThe !ollowin( s$stem re!erences are used:

s *s ocument

To e ocument

Test cases

Responsiilityuer +ser is resonsi'le !or:

reation o! all Masters

"eriod oen < lose at the end o! eriod

Trans!errin( transactions to ,&

ssi(n resonsi'ilities to the users

+ser is resonsi'le !or:

a$ to da$ transactions in *nventor$ module

toc# Ta#e

DistriutionThe !ollowin( ersons receive distri'ution o! this document:

uer user

+ser

!wnershipuer user is resonsi'le !or ensurin( this document is necessar$- re!lects actual ractice-

and suorts cororate olic$.

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'nits of Measure ('oM)

"a#i$ation% Setup&Unit of Measures&Class'nter Class name( Description( )ase Unit name( U!M and sa#e*

Clic+ Unit of Measures )utton and enter different Units of Measures( UoMs andDescription related to that class and sa#e*

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Clic+ Con#ersions utton and clic+ ,ntra-Class Ta to define con#ersions etween #ariousU!Ms with in a class for items*'nter.select from /ist of #alues item( enter Source unit of measure( con#ersion factor withrespect to ase U!M and sa#e*

Clic+ Con#ersions utton and clic+ Standard Ta to define con#ersions etween #ariousU!Ms

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Ite+ ,ategories

"a#i$ation% Setup & 0le1field & 2ey & Se$ments'nter Cate$ory structure name and clic+ se$ments utton and enter se$ment names andclic+ 3alue set utton to define #alue set

Se$ment4 or 0amily #alue set which is independent* Define #alue set name( descriptionand data type and chan$e #alidation type to ,ndependent*

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Se$ment5 or Class #alue set which is independent Define #alue set name( description anddata type and chan$e #alidation type to dependent and enter se$ment4 #alue set name asindependent #alue set name*

'nterin$ #alues in #alue set"a#i$ation% Setup & 0le1field & 2ey & 3alues'nter ,n#entory as Application( Title is ,tem Cate$ories( Structure is ,tem cate$ories andse$ment is 0AM,/Y and clic+ 0ind utton

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'nter se$ment4 #alues in #alue field*

"a#i$ation% Setup & 0le1field & 2ey & 3alues

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'nter ,n#entory as Application( Title is ,tem Cate$ories( Structure is ,tem cate$ories andse$ment is C/ASS( ,ndependent 3alue 0amily Cate$ory #alues 6to define dependent#alues for each independent #alue7 and clic+ 0ind utton

"a#i$ation% Setup & 0le1field & 2ey & 3alues'nter se$ment4 #alues in #alue field

Pairin$ se$ment #alues"a#i$ation% Setup & ,tems & Cate$ory & Cate$ory Codes

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Select structure name and enter cate$ory #alues or cominations in cate$ory codes andenter description for each set*

Definin$ Cate$ory set "ame"a#i$ation% Setup & ,tems & Cate$ory & Cate$ory Sets'nter cate$ory set "ame( description( select 0le1 structure name( Cate$ory #alues( defaultcate$ory and sa#e*

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Ite+ Master"a#i$ation% ,tems & Master ,tems

'nter ,tem code.name and description

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APP/Y,"8 T'MP/AT'"a#i$ation% Tools &Copy fromSelect item type template or.and item and clic+ Apply utton and then done utton

Define attriutes in D00 6Descripti#e 0le1 0ields7Clic+ D00 field to open D00s and enter #alues in D00s

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ASS,8","8 CAT'8!R,'S"a#i$ation% Tools & Cate$oriesSelect se$ment4 and se$ment5 and sa#e item

!R8A",9AT,!" ASS,8"M'"T"a#i$ation% Tools & !r$ani:ation Assi$nment

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Chec+ assi$ned chec+ o1 with respect to or$ani:ation and sa#e*

)/!C2,"8 ,T'MSChan$e item status to ,nacti#e in Main ta and sa#e to loc+.inacti#ate item

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Inventory A$$ounting Perio! O#ening"a#i$ation% Accountin$ Close Cycle & ,n#entory Accountin$ PeriodsClic+ on re;uired period and clic+ Chan$e Status utton to open period

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Inventory Ite+s oo!s e$ei#t (3) against Pur$hase Or!er

"a#i$ation% Transactions & Recei#in$ & Receipts'nter Purchase !rder 6P!7 numer or #arious search criteria and clic+ find utton for8R"*

Header with supplier name

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Close the header or hide to see P! line detailsChec+ all lines or clic+ '1press utton to chec+ all lines at a time*

Chec+ suin#entories( Cate$ories( other details and sa#e

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On-Han! Availa4ility"a#i$ation% !n-hand A#ailaility & !n-hand


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Material "ransa$tions uery"a#i$ations% Transactions & Material Transactions'nter #arious search criteria or.and press 0ind utton

Transaction Details* Press Distriutions utton to #iew accounts

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%6#ense Ite+s78ervi$e Ite+s7Asset Ite+s oo!s e$ei#t(3)against Pur$hase Or!er

"a#i$ation% Transactions & Recei#in$ & Receipts'nter Purchase !rder 6P!7 numer and clic+ find )utton*

Header with supplier name

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Close the header or hide to see P! line detailsChec+ all lines or clic+ '1press utton to chec+ all lines at a time*

'nter /ocation if it is not defaulted from P!* Suin#entory is not necessary ecause theseitems are non stoc+ale items( chec+ other details and sa#e*

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Clic+ Header )utton to Chec+ Receipt numer

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oo!s e$ei#t in Pur$hase 'oM an! 8to$9 in :ase 'oM"a#i$ation% Transactions & Recei#in$ & Receipts'nter Purchase !rder 6P!7 numer and clic+ find )utton*

UoM is Purchase UoM that is mentioned in Po* Chec+ line.lines details and sa#e* Chec+on-hand ;uantity( it will e stored in ase UoM

!n-Hand A#ailaility

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'nter suin#entory( ,tem and clic+ find utton

,tems are stored in )ase UoM

oo!s e$ei#t for ;ree oo!s"a#i$ation% Transactions & Recei#in$'nter P! "umer and clic+ find

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Chec+ line and sa#e

3iewin$ Recei#in$ Transactions for #aluation of 0ree 8oods"a#i$ation% Transactions & Recei#in$ & 3iew Recei#in$ Transactions'nter P! numer and clic+ 0ind utton

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Clic+ Transactions )utton

"a#i$ation% Tools & 3iew Accountin$Select line and clic+ 3iew Accountin$

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,tems cost will e displayed as :ero

oo!s eturn "o Ven!or"a#i$ation% Transactions & Recei#in$ & Returns

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'nter P! "umer and clic+ 0ind )utton

Chec+ lines.items which should e return to supplier( enter ;uantity( select Supplier inReturn To field and sa#e transaction

,orre$tionsYou can also ma+e corrections to ;uantities that you return to a supplier* 0or e1ample( yourecei#e 4== items( and you use a Return To Supplier transaction to return 4= items to the

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supplier ecause they were dama$ed* Then you reali:e that only > items were dama$ed*This means that( in the Corrections window( you must enter a correction of -4 for theReturn to Supplier transaction* Corrections can e ne$ati#e or positi#e*"a#i$ations% Transactions & Recei#in$ & Corrections

'nter correction ;uantity a$ainst Return to Suppler transaction and sa#ePerform 8oods Receipt 68R"7 for this ;uantity to increase onhand ;uantity*

Issue "ransa$tions

"a#i$ation% Transactions & Miscellaneous TransactionsSelect ,ssue Transaction type and char$e account

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'nter item code( suin#entory( ;uantity( reason and reference and sa#e*

Issue eversal "ransa$tions

"a#i$ation% Transactions & Miscellaneous TransactionsSelect Transaction type as ,ssue Re#ersal and char$e account

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'nter item code( suin#entory( ;uantity( reason and reference and sa#e*

8u4inventory "ransfers"a#i$ation% Transactions & Suin#entory TransactionsSelect Transaction type as Suin#entory Transfer and clic+ Transaction /ines utton

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'nter item code( source( destination suin#entory( ;uantity and reason code and sa#e*

Inter-Organiation "ransfers

"a#i$ation% Transactions & ,nter !r$ani:ation Transfers

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Select !r$ani:ation to where items will e Transferred in To !r$ field( clic+ Transaction/ines 6system will $enerate Shipment "umer automatically7

'nter items( su-in#entory( Destination suin#entory(


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Chec+ '1press )utton to chec+ all line and sa#e transaction

Clic+ Header to chec+ Receipt "umer( Supplier and supply date

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!n-Hand A#ailaility"a#i$ation% !n-hand A#ailaility & !n-hand


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Inter ,o+#any "ransfersRaisin$ ,nternal Re;uisitions throu$h ,Procurement6We ase7"a#i$ation% iprocurementhome Pa$e'nter ,tem numer and clic+ 8!

'nter the ;uantity and clic+ here to select a source

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Select Supplier and clic+ Add to Cart

Clic+ #iew Cart and Chec+out

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Clic+ Chec+out

Unchec+ Pro?ect PR( enter deli#ery-to-location and suin#entory and press sumit utton

,nternal re;uisitions will e created and send to appro#als

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Creatin$ ,nternal re;uisition Thou$h 0ormCreate ,nternal Re;uisition in re;uestin$ or$ani:ation with Source as source in#entoryor$ani:ation 6Par+way central stores7 sa#e order and press appro#e utton for appro#al*"a#i$ation% Re;uisitions & Re;uisitions

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,mportin$ Sales !rder at Source Company*Switch Responsiility to Source !rder Mana$ement super user responsiility 6'1@ PHSP/!RD'R MA"A8'M'"T SUP'R US'R7"a#i$ation% !rders( Returns & ,mport !rders & !rder ,mport re;uest'nter !rder Source as ,nter and select ,nternal Re;uisition numer in !rder Reference andaccept all default controls and sumit the re;uest*

3iewin$ !utput of the re;uest"a#i$ation% 3iew & Re;uests &0indChec+ output $enerated y child re;uest 6!rder ,mport Child Re;4 6!rder ,mport77

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,t should display the numer of !rders found

Con#ertin$ ,nternal !rder into ,nternal sales !rder"a#i$ation% !rders( Returns &!rder !r$ani:er'nter !rder Source as ,nternal and !rder Source Reference as ,nternal Re;uisition"umer and clic+ find utton and then !pen utton to open sales order*

Clic+ )oo+ !rder to )oo+ sales order

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Release Sales !rders"a#i$ations% Shippin$ & Release Sales !rders &Release Sales !rder'nter PHSP/ R'/'AS' RU/' as )ased on Rule and enter sales order numer and clic+Concurrent utton*

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Transactin$ Sales !rder"a#i$ations% Shippin$ & Transactions'nter sales order numer and clic+ find* ,f /ine status is notSta$ed.Pic+ Confirmed then$o to Tools & Pic+ Release 0orm and release sales order once a$ain*

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Clic+ Deli#ery ta and then Clic+ SH,P Confirm utton to confirm shippin$ and then clic+o+*

"a#i$ations% !rders( Returns & !rder !r$ani:erClic+ /ine utton and status should e displayed as closed

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Switch Responsiility to P/S ,n#entory user to recei#e 8oods"a#i$ation% Transactions & Recei#in$ &Receipts'nter Re;uisition "umer and clic+ find

Chec+ /ine details and sa#e 8R"

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MI3-MA< Planning-MP

"a#i$ation% Plannin$ & Min-Ma1 Plannin$Select !r$ani:ation 6to run MRP for or$ani:ation7 or suin#entory 6to run MRP forsuin#entory7( cate$ory( items and other parameters*

Chec+ !ther parameters and press !2 and then sumit re;uest or schedule it*

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Min-Ma1 Plannin$ Report"a#i$ation% Re;uests!nce re;uest is completed clic+ 3iew !ut-Put to chec+ header details and re-order;uantity $enerated y min-ma1 plannin$*

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Physi$al Inventory"a#i$ation% Countin$ &Physical ,n#entory & Physical ,n#entories'nter count name( description( appro#als re;uirements( select count suin#entories andsa#e count name and clic+ Snapshot to ta+e snapshot of on-hand ;uantities*

8eneratin$ Ta$s"a#i$ation% Countin$ & Physical ,n#entory & Ta$ 8eneration'nter Count "ame( ta$ type is default 6use an+ for $eneratin$ lan+ ta$s7 and enters

Startin$ ta$ numer and clic+ $enerate utton to $enerate Ta$s*

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Ta$ Counts"a#i$ation% Countin$ & Physical ,n#entory & Ta$ Counts'nter Count a$ainst each ta$ and sa#e

Appro#e Ad?ustments"a#i$ation% Countin$ & Physical ,n#entory &Appro#e Ad?ustmentsChec+ ad?ustments and sa#e ad?ustments

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Postin$ Ad?ustments"a#i$ation% Countin$ &Physical ,n#entory & Physical ,n#entories