Inventory: Part 4 Release 11i

Classroom Lab Exercises

Prepared by Oracle University: Author: Oracle Internal Systems Creation Date: November 24, 2000 Last U !ate!: November 24, 2000

"A#L$ O% CON"$N"S
LA# &0: LA# &/: LA# &2: LA# &.: LA# &4: LA# &&: LA# &1: LA# &8: LA# &3: LA# &6: LA# 10: LA# 1/: LA# 12: LA# 1.: LA# 14: LA# 1&: LA# 11: LA# 18: D$%IN$ I"$'S %O( IN)$N"O(* +LANNIN, ----------------------------------------------------------------------------------------------------------. $NA#LIN, ($O(D$( +OIN" AND SA%$"* S"OC0 +LANNIN, -----------------------------------------------------------------------------------& ASSI,N ($O(D$( +OIN" I"$' "O A %O($CAS" NA'$ -----------------------------------------------------------------------------------------1 )I$2 %O($CAS" $N"(I$S ------------------------------------------------------------------------------------------------------------------------------3 ($4U$S"IN, ($O(D$(5+OIN" ($+O(" --------------------------------------------------------------------------------------------------------------6 (UN ($4UISI"ION I'+O("-----------------------------------------------------------------------------------------------------------------------------// ($)I$2 +U(C7AS$ ($4UISI"IONS-------------------------------------------------------------------------------------------------------------------/2 $NA#LIN, 'IN9'A: +LANNIN,--------------------------------------------------------------------------------------------------------------------/. ($4U$S"IN, 'IN 5 'A: +LANNIN, ($+O(" ------------------------------------------------------------------------------------------------/4 ,$N$(A"$ ($4UISI"IONS %O( 'IN 5 'A: +LANNIN, -----------------------------------------------------------------------------------/& (UN ($4UISI"ION I'+O("-----------------------------------------------------------------------------------------------------------------------------/1 ($)I$2 +U(C7AS$ ($4UISI"IONS-------------------------------------------------------------------------------------------------------------------/8 S$" U+ %O( 0AN#AN ($+L$NIS7'$N"-------------------------------------------------------------------------------------------------------------/3 $:$CU"$ A 0AN#AN ($+L$NIS7'$N"------------------------------------------------------------------------------------------------------------/6 "(ANSAC" "7$ ($+L$NIS7'$N" 'O)$ O(D$(------------------------------------------------------------------------------------------------20 D$%IN$ A A"+ (UL$-----------------------------------------------------------------------------------------------------------------------------------22 $N"$( A D$%AUL" A"+ (UL$ %O( AN I"$' ---------------------------------------------------------------------------------------------------2. )I$2 A)AILA#L$ "O +(O'IS$ IN%O('A"ION ----------------------------------------------------------------------------------------------------24

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 50: Define Items for Inventory Planning

Page 3.6-14, 4.40-42, Step Descripti n: De;inin< Ne= Items to be use! ;or (eor!er +oint +lannin< an! 'in5'a> +lannin<$nable your item "::5008 ;or reor!er5 oint lannin< usin< reor!er5 oint lannin<, minimum or!er ?uantity o; 3& an! carryin< cost ercent o; 24- Use lea! time o; &- $nable your item "::5003 ;or 'in 5 'a> lannin<

1. 2. 3.

!nvent ry !te"s #aster !te"s

#aster !te" $ind %

Item Description T !00" T T !008 'I&!'A IT$' T #$O#%$# POI&T IT$' (%escriptive )le*+ields ,ill -e sho,n. (Tathr/ +ields or clic0 on O1. All 'ain Window Tab Primary Unit of Measure $ach ('en/ 2ar Tools. Copy )ro3 & py 'r " $ind % Template Item (-lan0. T !004 (-lan0. T !004 $ach ('en/ 2ar Tools. Copy )ro3

Display Attributes

(%escriptive )le*+ields ,ill -e sho,n. (Tathr/ +ields or clic0 on O1. All 'ain

(clic0 on %one.

(clic0 on %one.

Primary Unit of Measure User Item Type Item Status Inventory 11i: Part 4 12/12/2008 12/12/2008

$ach P/rchased Ite3 Active

$ach P/rchased Ite3 Active

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5eneral Planning Window Tab

5eneral Planning

Inventory Planning Met o! Ma"e or #uy Min$Ma% &uantity: Minimum Min$Ma% &uantity: Ma%imum 'r!er &uantity: Minimum 'r!er &uantity: Ma%imum (arrying (ost Percent Source Type Window Tab Processing

#eorder Point 2/y (-lan0. (-lan0. 86 (-lan0. (-lan0. 7/pplier 8ead Ti3e 6

'in!'a* 2/y ( -lan0. ( -lan0. ( -lan0. ( -lan0. (-lan0. 7/pplier 8ead Ti3e 6

7ave Organi9ation Assign3ent

7ave Organi9ation Assign3ent '1

)*o to Menu #ar+ , Tools

Organi(ati n )ssign"ent $ind % '1 'rg Assigne! 7ave (close ,indo,. and (clic0 on &e, Icon .

7ave

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Lab 5-: .nabling /eor!er Point an! Safety Stoc" Planning

Step Descripti n: $nter item sa;ety stoc@ =ith e;;ective !ate o; to!ay an! ?uantity o; &0 units-

1. 2. 3.

!nvent ry Planning Sa*ety St c+s

'ind Organi(ati n !te"s (clic0 on the &e, -/tton. Default Item Item Description .ffective Date U'M &uantity T T !00" !00"

(de+a/lt. (today:s date. $a 60

7ave

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Lab 50: Assign /eor!er Point Item to a 1orecast 2ame !nstr,ct r - te: Set ,p a ' recast Set and ' recast -a"e.
Step Descripti n: )ssign .//-000 ite" t a ' recast -a"e.

1. 2. 3. 4.

!nvent ry Planning ' recasts Sets

' recast Sets (clic0 on the )ind Icon C8A77!)7$T C8A77 )O#$CA7T 7$T (clic0 on the )ind -/tton. #uc"et Type Days Level (onsume 'utlier Up!ate #ac"3ar! Days 1or3ar! Days 1orecast 2ame Description Deman! (lass (clic0 on the )orecast Ite3s -/tton. 100 ; 0 0 (place yo/r c/rsor on the line +or C8A77)CA7T. C8A77 )O#$CA7T )O# #$O#%$# POI&T IT$'7 %ays Ite3 .

1orecast Set Description

Inventory 11i: Part 4 12/12/2008 12/12/2008

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' recast !te"s (-e s/re yo/r c/rsor is on a -lan0 line. Item T !00"

(clic0 on %etail -/tton. ' recast 1ntries #uc"et Date .n! Date 2umber of #uc"ets (urrent Total =ee0s ( This ,ee0 'onday:s date . (< ,ee0s +ro3 'onday:s date < 4000 18000 >calc/lated?

7ave

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 54: 5ie3 1orecast .ntries

Step Descripti n: (evie= the ;orecast entries ;or the "::5008-

1. 2. 3. 4.

!nvent ry Planning ' recast 2ie% 1ntries

!te" ' recast 1ntries (clic0 on the )ind Icon C8A77!)7$T C8A77 )O#$CA7T 7$T (clic0 on the )ind -/tton. (place yo/r c/rsor on yo/r part n/3-er and clic0 on the 2/c0eted -/tton. ( vie, yo/r entries -y =ee0s. ( vie, yo/r entries -y %ays -y clic0ing on the Options@ 2/c0et Type . .

1orecast Set Description

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Lab 56: /e7uesting /eor!er$point /eport

Step Descripti n: (e?uest the reor!er5 oint lannin< re ort- Choose No ;or Create (e?uisitions- +ic@ your ;orecast name, an! clic@ O0, an! Submit-

-O.1: !nstr,ct r %ill r,n t3is as a de" * r t3e %3 le class.

1. 2. 3.

!nvent ry Planning 4e rder P int Planning

Para"eters Item Selection Deman! (utoff Date Supply (utoff Date /estoc" Default Delivery To 1orecast 1irst Sort Secon! Sort T ir! Sort Items 1rom Items To All reorder point planned ite3s (today:s date. ( today:s date . &o '1 ! 7eattle C8A77)CA7T Inventory ite3 &o sort &o sort T00!000 TAA!BBB (revie, re3aining choices. (clic0 on O1 -/tton. (clic0 on 7/-3it -/tton. #eC/est Id DDDDDDDDDDDDDDDDDDDDD 5 % "any ite" s3 ,ld y , be re rdering6777777777777777777 $3at is t3e 4e rder P int 8evel 9,antity6777777777777777777 Inventory 11i: Part 4 12/12/2008 12/12/2008
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2ie% y ,r O,tp,t t revie% t3e rep rt. !* y , 3ave reas nable data n y , rep rt rer,n t3e 4e rder P int Planning rep rt and ans%er :es t 4est c+ pr "pt. Use t3e * ll %ing t create and vie% a re9,isiti n. - te: !* t3e rep rt give a "essage s,c3 as ;Unable t generate 4e9,isiti n< veri*y t3at S ,rce = S,pplier in t3e !te", >eneral Planning attrib,te gr ,p.

1. 2. 3.

!nvent ry Planning 4e rder P int Planning

Para"eters Item Selection Deman! (utoff Date Supply (utoff Date /estoc" Default Delivery To 1orecast 1irst Sort Secon! Sort T ir! Sort Items 1rom Items To Ite3s /nder #eorder point (today:s date. (today:s date. Ees '1 ! 7eattle T ! )CA7T

Inventory ite3 &o sort &o sort T00!000 TAA!BBB (revie, re3aining choices. (clic0 on O1 -/tton. (clic0 on 7/-3it #eC/est -/tton. #eC/est Id DDDDDDDDDDDDDDDDDDDDD

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 55: /un /e7uisition Import

Step Descripti n: Submit the (e?uisition Im ort ro<ram to <enerate a -O.1: .3e instr,ct r %ill r,n t3is ,tility * r ;)88< st,dents. rove! re?uisitions-

1. 2. 3.

P,rc3asing 4ep rts 4,n 7ingle #eC/est #eC/isition I3port Inv 2ote: If Inv is not liste! as a L'5 t en t ere are no /e78s to import (-lan0. Ite3 (-lan0. (clic0 on O1 -/tton. (clic0 on 7/-3it #eC/est -/tton.

S,b"it 4e9,est $ind % Type /e7uest 2ame Para"eters Import Source

Import #atc ID *roup #y Last /e7uisition 2umber

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 59: /evie3 Purc ase /e7uisitions

Step Descripti n: Use (e?uisition Summary to veri;y the creation an! im ort o; a urchase re?uisition ;rom (eor!er +oint +lannin<

1. 2. 3.

P,rc3asing 4e9,isiti ns 4e9,isiti n S,""ary (clic0 on Clear -/tton.

'ind 4e9,isiti ns

Item

!00"

(all other +ields sho/ld -e -lan0. (clic0 on )ind -/tton. : ,r 4e9,isiti n s3 ,ld be t3ere?

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 5:: .nabling Min;Ma% Planning

Step Descripti n: Set,p a S,binvent ry t per* r" #in@#aA planning at t3e S,binvent ry level. -O.1: !n rder * r t3is 8ab t % r+ y , s3 ,ld 3ave (er On-3and 9,antity and (er OrdersC. n S,pplyBp,rc3ases

1. 2. 3. 4.

!nvent ry Set,ps Organi(ati ns S,binvent ry

!nvent ry S,""ary (clic0 on )ind -/tton. 2ame Description T !)5I

(de+a/lt. (clic0 on Ite3/7/-inventory -/tton.

!te" S,binvent ries Item T !008

(de+a/lt. Min $ Ma% Planning Min Ma% 400 B00

7ave

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Lab 5<: /e7uesting Min $ Ma% Planning /eport

Step Descripti n: (e?uest the 'in 5 'a> lannin< re ort - Choose No ;or Create (e?uisitions1. 2. 3. !nvent ry Planning #in - #aA Planning

Para"eters Planning Level Subinventory Item Selection Deman! (utoff Date Supply (utoff Date /estoc" Default Delivery To Purc asing by /evision 7/-inventory T !)5I

All 'in ! 'a* planned ite3s (today:s date. (today:s date. &o '1 ! 7eattle &o (revie, re3aining choices. (clic0 on O1 -/tton. (clic0 on 7/-3it #eC/est -/tton. #eC/est Id DDDDDDDDDDDDDDDDDDDDD

4evie% y ,r #in - #aA rep rt * r res,lts?

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 5=: *enerate /e7uisitions for Min $ Ma% Planning

Step Descripti n: Choose *es ;or (estoc@ to Create (e?uisitions1. 2. 3. !nvent ry Planning #in - #aA Planning

Para"eters Planning Level Subinventory Item Selection Deman! (utoff Date Supply (utoff Date /estoc" Default Delivery To 7/-inventory T !)5I

Ite3s /nder 3ini3/3 order C/antity (today:s date. (today:s date. Ees '1 ! 7eattle (revie, re3aining choices. (clic0 on O1 -/tton. (clic0 on 7/-3it #eC/est -/tton. #eC/est Id DDDDDDDDDDDDDDDDDDDDD

4evie% y ,r #in - #aA rep rt * r res,lts?

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 90: /un /e7uisition Import

Step Descripti n: S,b"it t3e 4e9,isiti n !"p rt pr gra" t generate appr ved re9,isiti ns. -O.1: .3e instr,ct r %ill r,n t3is ,tility * r ;)88< st,dents.

1. 2. 3.

P,rc3asing 4ep rts 4,n 7ingle #eC/est #eC/isition I3port Inv 2ote: If Inv is not liste! as a L'5 t en t ere are not /e78s to import (-lan0. Ite3 (-lan0. (clic0 on O1 -/tton. (clic0 on 7/-3it #eC/est -/tton.

S,b"it 4e9,est $ind % Type /e7uest 2ame Para"eters Import Source

Import #atc ID *roup #y Last /e7uisition 2umber

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 9-: /evie3 Purc ase /e7uisitions

Step Descripti n: Use (e?uisition Summary to veri;y the creation an! im ort o; a urchase re?uisition ;rom 'in 5 'a> +lannin<

1. 2. 3.

P,rc3asing 4e9,isiti ns 4e9,isiti n S,""ary (clic0 on Clear -/tton.

'ind 4e9,isiti ns

Item

!008

(all other +ields sho/ld -e -lan0. (clic0 on )ind -/tton. : ,r 4e9,isiti n s3 ,ld be t3ere?

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 90: Set up for >anban /eplenis ment

Step Descripti n: Setu +ull Se?uences ;or "::500. to Su S"O($Sly "::5+(OD Subinventory ;rom "::5

1. 2. 3.

!nvent ry Danban P,ll Se9,ences (clic0 on the &e, -/tton.

P,ll Se9,ences

P,ll Se9,ence S,""ary (clic0 on the Open -/tton. P,ll Se9,ence Item Subinventory Source: Type Source: 'rgani?ation Source: Subinventory Planning >anban: (alculate >anban: Si?e >anban: 2umber of (ar!s >anban: Minimum &o o+ Cards 100 6 (-lan0. T T !004 !P#O%

Intra Org '1 T !7TO#$7

7ave (clic0 on 5enerate Cards. Print >anban (ar!s Ees (clic0 on the Cards -/tton to vie, card that yo/ F/st created.

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 94: .%ecute a >anban /eplenis ment

Step Descripti n: Someone has ulle! a car! ;or re lenishment- $>ecute a su ly re lenishment

1. 2. 3.

!nvent ry Danban Danban &ards T !004

'ind Danban &ards Item

(clic0 on the )ind -/tton. Danban &ards S,""ary (yo/ sho/ld see 6 cards>lines?. (place yo/r c/rsor on the +irst card and clic0 on the Open -/tton. Danban &ards /eplenis able Si?e (ar! Status Supply Status 100 Active &e, (clic0 on the #eplenish -/tton.

Inventory 11i: Part 4 12/12/2008 12/12/2008

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Lab 96: Transact t e /eplenis ment Move 'r!er

Pages: Step Descripti n: "ransact a 'ove Or!er =hich =as create! =ith a 0anban car!

1. 2. 3.

!nvent ry # ve Orders .ransact # ve Orders 8ines T !004

'ind # ve Order 8ines Window Tab Item

(clic0 on the )ind -/tton. .ransact # ve Orders (yo/ sho/ld see a #eplenish3ent Type line. Select (clic0 on the Gie,/Hpdate Allocations -/tton. .ransact # ve Order 8ine )ll cati ns Subinventory &uantity (de+a/lts. (3ove the ,indo, over one +ield so yo/ can see the #eC/ested I/antity +ield. (enter Ity. J 100. (clic0 on the Hpdate -/tton. (clic0 on O1 on the Ca/tion 3essage i+ there is one. (clic0 on the Transact -/tton.

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5ie3 &uantity 'n$@an!

Step Descripti n: )ie= 4uantity on 7an! ;or "::500. in Subinventory "::5+(OD

1. 2. 3.

!nvent ry On-5and, )vailability On 5and E,antity (leave Organi9ations -lan0. T !004

'ind On-5and E,antities 'rgani?ations Item Display

%etailed (clic0 on the )ind -/tton. (revie, the res/lts.

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Lab 95: Define a ATP /ule

Step Descripti n:: De;ine a A"+ rule name "::5(UL$ =ith &0 ast !ue !eman! !ays an! &0 ast !ue su !aysly

1. 2. 3. 4.

!nvent ry Set,p 4,les )vailable t Pr "ise T T !#H8$ ATP #H8$

).P 4,les 2ame Description (onsumption: 1or3ar! #ac"3ar! Accumulation: Accumulate Available Ain!o3 Past Due Days Deman! Supply Infinite Supply Infinite Supply Days ATP by Deman! (lass (go to the de3and so/rce in+or3ation and s/pply so/rces@ incl/de every e*cept User Define! Deman!B 7ave 60 60 Hser!de+ined ti3e +ence 16 (-lan0.

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Lab 99: .nter a Default ATP /ule for an Item

Step Descripti n:: $nter a !e;ault A"+ rule ;or an Item- 2hen you are in Or!er $ntry an! you e>ecute an A"+ re?uest then this (ule =ill be rimary choice 1. 2. 3. !nvent ry !te"s #aster !te"s

#aster !te"s (clic0 on the )ind Icon . !001

Item

(clic0 on )ind -/tton. Order 'anage3ent Window Tab ( ec" ATP ATP /ule 'aterial Only T !#H8$

7ave

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Lab 9:: 5ie3 Available to Promise Information

Step Descripti n:: (un available to romise an! vie= your results-

1. 2. 3.

!nvent ry On 5and )vailability )vailable t Pr "ise T !#H8$

).P !n* r"ati n Default ATP /ule (alen!ar 'rgani?ation Default /e7uire! Date Deman! (lass ATP Type

'!1 (one ,ee0 +ro3 today. (-lan0. 7tandard (clic0 on the ATP Criteria -/tton.

).P &riteria 'rg Item ATP /ule U'M /e7uire! &uantity /e7uire! Date '1 T T $a 100 (one ,ee0 +ro3 today. (clic0 on the ATP #es/lts -/tton. (#evie, and clic0 on 7/pply/%e3and -/tton. (#evie, and clic0 on the Open -/tton. !001 !#H8$

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