R12.2.9 Oracle Inventory Management Fundamentals

R12.2.9 Oracle Inventory Overview

• Objectives
• Overview of Oracle Inventory
• Inventory Capabilities
• Receipt to Issue Life Cycle
• Receiving Inventory
• Quiz
• Types of Inventory Receipts
• Transferring Inventory
• Issuing Inventory
• Quiz
• Oracle Inventory Application Integration
• Integration of Oracle Inventory to Financial Module Applications
• Oracle Landed Cost Management
• Defining Process Manufacturing Options Process Manufacturing Tab
• Summary

R12.2.9 Oracle Inventory Organizations

• Objectives
• Setting Up Locations
• Inventory Organizations
• Multi-Organization Structure
• Inventory Parameters
• Organizational Parameters
• Costing Parameters
• Revision, Lot, Serial, and License Plate Number (LPN) Parameters
• ATP, Pick, Item-Sourcing Parameters
• Interorganization Parameters
• Other Account Parameters
• Warehouse Management Parameters (For WMS Only)
• Inventory Organization Structure
• Quiz
• Defining Organizations
• Quiz
• Sample Inventory Organization
• What Is a Subinventory?
• Defining Subinventories
• Locator Control
• Locator Flexfield Structure
• Dynamic and Static Locators
• Quiz
• Subinventory-Locator Relationship
• Interorganization Shipping Networks
• Shipping Method
• Additional Setup Steps
• Quiz
• Additional Organizational Setups
• Copying Inventory Organizations
• Organization Hierarchy
• Organization Reports
• Profile Options
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory Units of Measure

• Objectives
• Units of Measure
• Quiz
• Uses of Units of Measure
• Unit of Measure Class
• Unit of Measure Conversions
• Quiz
• Lot-Level Unit of Measure Conversions
• Units of Measure Setup
• Unit of Measure Reports
• Profile Options
• Organization Parameter Setup
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory Item Fundamentals

• Objectives
• What Is an Item?
• Item Attributes
• Item Attribute Groups
• Steps to Set Up, Define, and Maintain Items
• Item Status
• Item Statuses and Attributes
• Status Attributes and Functionality
• Status Attribute Interdependencies
• Quiz
• Control Levels
• Item Templates
• Creating Item Templates
• Enabling Attributes in a Template
• Item Attribute Relationships
• Unit of Measure Attributes
• Defining Items
• Item Master Organization
• Item Master
• Quiz
• Organization Assignment and Organization Items
• Quiz
• Revision Control
• Restricting Items to Subinventories
• Categories and Category Sets
• Assigning Items to Categories
• Quiz
• Item Catalogs
• Setting Up Serial Tagging Assignments
• Serial Tagging Assignments
• Item Relationships
• Deletion Constraints and Deletion Groups
• Deletion Constraints
• Item Reports
• Profile Options
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory Lot and Serial Control

• Objective
• Overview of Lot Control
• Child Lots
• Setting Up Lot Control (Organization Parameters)
• Quiz
• Lot Number Uniqueness
• Setting Up Lot Control (Item Attributes)
• Managing Lots
• Lot Divisible/Indivisible
• Lot Expiration
• Quiz
• Disabled Lots
• Quiz
• Purging Lot Transactions
• Cycle Counts Under Lot Control
• Physical Inventory Under Lot Control
• Serial Number Overview
• Generating Serial Numbers
• Serial Uniqueness
• Quiz
• Maintaining Serial Numbers
• Serial Genealogy
• Lot Genealogy
• Lot Genealogy Tracking
• Benefits of Lot Genealogy
• Using Global Lot Attributes
• Setting Up Global Lot Attributes
• Updating Global Lot Attributes
• Lot and Serial Reports
• Profile Options
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory Transaction Setup

• Objectives
• Accounting Periods
• Transaction Managers
• Running Transaction Managers
• Overview of Inventory Transactions
• Inventory Transactions
• Transaction Source Types
• Transaction Types
• Transaction Action
• Transaction Reasons
• Predefined Transaction Types
• Quiz
• Creating Picking Rules
• Quiz
• Inventory Picking Rules
• Picking Rules
• Default Picking Rule (Master Item Setup)
• Account Aliases
• Quiz
• Material Shortage Alerts and Notifications
• Setting Up Shortage Alerts and Notifications
• Profile Options
• Implementation Considerations for Shortage Checks
• Summary

R12.2.9 Oracle Inventory Material Receipt and Transfer

• Objectives
• Inventory Transactions Without Documents or Requisitions
• Inventory Transactions with Documents or Requisitions
• Control Options and Restrictions
• Miscellaneous Transactions
• Subinventory Transfer
• Quiz
• Inter-Organization Direct Shipment
• Inter-Organization Intransit Shipment
• Managing Shipments
• Quiz
• Managing Receipts
• Express Receipts and Receiving Transactions
• Direct Receipts
• Standard Receipt
• Inspection Receipt
• Move Orders
• Setting Up Move Orders
• Quiz
• Move Orders: Process Flow
• Move Order Requisition: Approval Process
• Benefits of Managed Material Flow in a Facility Using Move Orders
• Move Order Source Types
• Move Order Components
• Generate Move Orders
• Move Order Allocating
• Item Allocation
• Transact Move Orders
• Material Allocation Options in Transact Move Orders Window
• Implementation Considerations for Move Orders
• Serial Tagging Transactions
• Mobile Transactions
• Overview of Consigned Inventory
• Main Consignment Terms
• Benefits of Consigned Inventory
• Vendor Managed Inventory (VMI) Material
• Accessing Information About Consigned and Vendor Managed Inventory
• Transferring VMI Material
• Return to Vendor Transactions
• Features of Return to Vendor Transactions
• Process Flow for Returns
• Transactions Reports
• Summary

R12.2.9 Oracle Inventory On-hand and Availability

• Objectives
• Overview of On-hand Quantity
• Overview of Availability
• Quiz
• Material Workbench
• Display Options
• Quiz
• Viewing Available Items with the Material Workbench
• Benefits of Material Workbench
• Material Workbench Transactions
• Overview of Reservations
• Reservation Versus Allocation
• Quiz
• Reservation Types
• Reservations and Supplies
• Supply Types
• Demand Types
• Reserving Material
• Quiz
• Reservation Management – Transfer Supply
• Reservation Management – Transfer Demand
• Using Available to Promise (ATP) Rules (Optional)
• Selecting ATP Default Rule (Optional)
• Uses of ATP in Oracle Inventory
• Formula for Available to Promise (ATP)
• What Are Supply and Demand?
• Specifying Demand Sources
• Specifying Supply Sources
• Defining Computation Options
• ATP Rules: Selecting Accumulation Values
• On-hand and Availability Reports
• Profile Options
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory Material Status

• Objectives
• Overview of Material Status Control
• Material Status
• Quiz
• Setting Up Material Status Control
• Setting Up: Verifying Transaction Type Setup
• Material Status Definition window
• Material Status Definition window: Selecting Planning Attributes
• Material Status Definition window: Selecting Disallowed Transactions
• Material Status Definition window: Allowed to be Disallowed and Disallowed
• Transactions
• Quiz
• Using Cumulative or On-hand Material Status for an Organization
• Cumulative Material Status
• Material Status Definition window: Assigning Usage Levels
• Assigning Material Status to a Subinventory/Locator
• On-hand Material Status
• Advantages of On-hand Material Status
• Setting Up Material Status: Enabling Material Status
• On-hand Material Status: Activating On-hand Level Material Status Tracking
• On-hand Material Status Setting Up: Assigning Material Status to Items
• On-hand Material Status Setting Up: Allowing Different Material Statuses
• Changing the On-hand Material Status
• Quiz
• Disabling Material Statuses
• Entering Material Status for Receipt Transactions
• Quiz
• Performing A Status Update (Under ERES Approval Status)
• ERES Approval: Online and Deferred Mode
• Quiz
• Material Status Reports
• Profile Options
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory Replenishment Fundamentals

• Objectives
• Overview of Inventory Forecasting
• Forecast Types
• Quiz
• Forecast Setup and Maintenance
• Overview of Inventory Planning
• Order Planning
• Quiz
• How Much to Order
• Replenishment Process for Intra-Org Supply Sources
• Replenishment Process for Supplier Supply Sources
• Replenishment Process for Inter-Org Supply Sources
• Replenishment Process for Production Supply Sources
• Replenishment Methods
• Oracle Inventory Replenishment Methods
• Replenishment Method Levels
• Safety Stock
• Economic Order Quantity
• Overview of Reorder Point Planning
• Uses of Reorder Point Planning
• Quiz
• Reorder Point Planning Steps
• Performing Reorder Point Planning
• Overview of Min-Max Planning
• Quiz
• Uses of Min-Max Planning
• Min-Max Planning
• Min-Max Planning: How Much to Order?
• Min-Max Planning Steps
• Item Planning Attributes
• Min-Max Planning Setup Procedure
• Selecting a Planning Level
• Entering Planning Attributes
• Submitting the Min-Max Planning Requests
• Overview of Replenishment Counting
• Uses of Replenishment Counting
• Quiz
• Replenishment Planning Steps
• Subinventories Window
• Item Subinventories Window
• Item Subinventories: Order Modifier Tab
• Replenishment Count Headers
• Replenishment Count Lines
• Processing Replenishment Counts
• Mobile Replenishment Count Overview
• Overview of PAR Counting
• Processing PAR Counts
• Reorder Quantity for PAR Count
• Overview of Kanban Replenishment
• Kanban Cards
• Kanban Planned Items
• Kanban Cards
• Kanban Supply Status
• Kanban Replenishment Sources
• Kanban Card Printing
• Planning and Replenishment Reports
• Profile Options
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory On-hand Accuracy

• Objectives
• Overview of Inventory Accuracy
• Overview of ABC Analysis
• Quiz
• Defining an ABC Analysis
• Defining and Running an ABC Compilation
• Quiz
• ABC Compilation Criteria
• ABC Valuation Scope
• Defining ABC Groups
• Defining ABC Classes
• Quiz
• ABC Item Assignments
• ABC Assignments API
• Overview of Physical Inventory
• Why Perform Physical Inventories?
• Defining Physical Inventories
• Physical Inventory Tags
• Inventory Snapshots
• Entering Physical Inventory Counts
• Voiding Tags
• Quiz
• Physical Inventory Approval Tolerances
• Physical Inventory Adjustments
• Physical Inventory API
• Overview of Cycle Counting
• Overview of Opportunistic Cycle Counting
• Quiz
• Defining and Maintaining a Cycle Count
• Cycle Count Approval Tolerance
• Approval Tolerances
• Hit/Miss Tolerance
• Measurement Errors
• Cycle Count Items
• Automatic Scheduling
• Manual Scheduling
• Count Requests
• Entering Cycle Counts
• Lot Cycle Counting for a Lot Controlled Item
• Cycle Count Open Interface
• Count Adjustments and Approvals
• Automatic Recounts
• Approving Cycle Counts and Adjustments
• Accuracy Reports
• Profile Options
• Implementation Considerations
• Summary

R12.2.9 Oracle Inventory Appendix

• Objectives
• Building a Workday Calendar
• Enhanced Lot Control
• Enhanced Picking Rules: Applicability
• Enhanced Picking Rules: Sort Criteria
• Enhanced Picking Rules: Criteria
• Enhanced Picking Rules: Assignments You can assign your rule to any combination
• of criteria the Rules Workbench displays.
• Enhanced reservations
• Consignment Inventory
• Summary