11i Inventory Management

Fundamentals
Volume 1 - Student Guide

D16356GC20
Edition 2.0
January 2005
D40249

Copyright Oracle Corporation, 2005. All rights reserved.

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Author
Tyra Crockett, Yuvaraj Kandhaswamy
Technical Contributors and Reviewers
Jennifer Sherman, Alain Roth, Mary Hartman, Lata Sundar, Vanessa Graziano, April Nelson, Neeta Gera
This book was published using:

oracletutor

Table of Contents
11i Receipt to Issue ..........................................................................................................................................1-1
11i Receipt to Issue........................................................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Agenda...........................................................................................................................................................1-4
Overview .......................................................................................................................................................1-5
Agenda...........................................................................................................................................................1-7
Receipt to Issue Life Cycle............................................................................................................................1-8
Agenda...........................................................................................................................................................1-10
Receiving Inventory ......................................................................................................................................1-11
Agenda...........................................................................................................................................................1-14
Transferring Inventory...................................................................................................................................1-15
Agenda...........................................................................................................................................................1-16
Issuing Inventory ...........................................................................................................................................1-17
Agenda...........................................................................................................................................................1-19
Oracle Inventory Application Integration.....................................................................................................1-20
Integration of Oracle Inventory to Financial Applications ...........................................................................1-22
Agenda...........................................................................................................................................................1-23
Summary........................................................................................................................................................1-24
11i Defining Inventory Organizations............................................................................................................2-1
11i Defining Inventory Organizations ...........................................................................................................2-2
Objective........................................................................................................................................................2-3
Agenda...........................................................................................................................................................2-4
Multi-Org Structure .......................................................................................................................................2-5
Organization Model.......................................................................................................................................2-6
Sample Organization Structure......................................................................................................................2-8
Enterprise Structure Considerations ..............................................................................................................2-10
Inventory Organizations ................................................................................................................................2-12
Inventory Organization Structure ..................................................................................................................2-13
Sample Inventory Organization.....................................................................................................................2-14
Agenda...........................................................................................................................................................2-15
Setting up Locations ......................................................................................................................................2-16
Defining Organizations..................................................................................................................................2-17
Organization Setup ........................................................................................................................................2-18
Additional Set Up Steps ................................................................................................................................2-20
Additional Organizational Setups..................................................................................................................2-21
Guided Demonstration: Creating an Inventory Organization ........................................................................2-22
Guided Demonstration - Setting Up Locations..........................................................................................2-23
Guided Demonstration - Setting Up Organizations ...................................................................................2-24
Agenda...........................................................................................................................................................2-27
Summary........................................................................................................................................................2-28
11i Overview of Defining and Maintaining Items .........................................................................................3-1
11i Overview of Defining and Maintaining Items .........................................................................................3-2
Objective........................................................................................................................................................3-3
Agenda...........................................................................................................................................................3-4
Items ..............................................................................................................................................................3-5
Agenda...........................................................................................................................................................3-6
Oracle Organization.......................................................................................................................................3-7
Inventory Organizations ................................................................................................................................3-8
Defining Organizations..................................................................................................................................3-9
Agenda...........................................................................................................................................................3-10
Defining Items in Item Master.......................................................................................................................3-11
Copyright Oracle, 2005. All rights reserved.

11i Inventory Management Fundamentals Table of Contents

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Steps to Setup, Define, and Maintain Items..................................................................................................3-12

Defining Items ...............................................................................................................................................3-13
Agenda...........................................................................................................................................................3-14
Item Attributes...............................................................................................................................................3-15
Item Statuses and Attributes ..........................................................................................................................3-16
Item Attribute Groups....................................................................................................................................3-17
Agenda...........................................................................................................................................................3-18
Creating Item Templates ...............................................................................................................................3-19
Enabling Attributes in a Template .................................................................................................................3-20
Agenda...........................................................................................................................................................3-21
Organization Assignment and Organization Item..........................................................................................3-22
Agenda...........................................................................................................................................................3-23
Deletion Constraints and Deletion Groups ....................................................................................................3-24
Agenda...........................................................................................................................................................3-25
Summary........................................................................................................................................................3-26
11i Defining and Maintaining Items Fundamentals .....................................................................................4-1
11i Defining and Maintaining Items Fundamentals.......................................................................................4-2
Objectives ......................................................................................................................................................4-3
Agenda...........................................................................................................................................................4-4
Unit of Measure .............................................................................................................................................4-5
Units of Measure ...........................................................................................................................................4-7
Use of Units of Measure ................................................................................................................................4-8
Defining UOM Classes..................................................................................................................................4-9
Units of Measure Conversions.......................................................................................................................4-10
Units of Measure Setup .................................................................................................................................4-11
Guided Demonstration Overview: Units of Measure ....................................................................................4-12
Guided Demonstration - Units of Measure................................................................................................4-13
Practice Overview: Units of Measure............................................................................................................4-15
Practice - Defining Units of Measure ........................................................................................................4-16
Solution Defining Units of Measure .......................................................................................................4-18
Agenda...........................................................................................................................................................4-21
Item Statuses and Attributes ..........................................................................................................................4-22
Item Status .....................................................................................................................................................4-23
Status Attributes ............................................................................................................................................4-24
Item Attribute Relationships..........................................................................................................................4-25
Status Attribute Interdependencies ................................................................................................................4-26
Status Attributes and Functionality ...............................................................................................................4-29
Guided Demonstration Overview: Viewing Item Attributes .........................................................................4-31
Guided Demonstration - Viewing Item Attributes.....................................................................................4-32
Practice Overview: Viewing Item Attributes.................................................................................................4-33
Practice - Viewing Item Attributes ............................................................................................................4-34
Solution Viewing Item Attributes...........................................................................................................4-35
Agenda...........................................................................................................................................................4-41
Defining the Item Master Organization .........................................................................................................4-42
Agenda...........................................................................................................................................................4-44
Defining Items ...............................................................................................................................................4-45
Steps to Setup, Define, and Maintain Items..................................................................................................4-46
Defining Items ...............................................................................................................................................4-47
Item Templates ..............................................................................................................................................4-48
Organization Assignment and Organization Item..........................................................................................4-49
Item Control Level.........................................................................................................................................4-50
Guided Demonstration: Defining Items.........................................................................................................4-52
Guided Demonstration - Define Item ........................................................................................................4-53
Practice Overview: Defining Items................................................................................................................4-54
Defining Items ...........................................................................................................................................4-55
Solution - Defining Items ..........................................................................................................................4-57
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Agenda...........................................................................................................................................................4-61
Deletion Constraints ......................................................................................................................................4-62
Agenda...........................................................................................................................................................4-64
Profile Values ................................................................................................................................................4-65
Item Profile Options ......................................................................................................................................4-67
Agenda...........................................................................................................................................................4-69
Implementation Considerations .....................................................................................................................4-70
Agenda...........................................................................................................................................................4-71
Summary........................................................................................................................................................4-72
11i Inventory Controls Concepts....................................................................................................................5-1
11i Inventory Controls Concepts ...................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Agenda...........................................................................................................................................................5-4
Inventory Control Overview..........................................................................................................................5-5
Agenda...........................................................................................................................................................5-6
Subinventories Overview ..............................................................................................................................5-7
Agenda...........................................................................................................................................................5-8
Locator Control Overview.............................................................................................................................5-9
Agenda...........................................................................................................................................................5-10
Revision Control Overview ...........................................................................................................................5-11
Agenda...........................................................................................................................................................5-12
Lot Control Overview....................................................................................................................................5-13
Agenda...........................................................................................................................................................5-14
Serial Number Overview ...............................................................................................................................5-15
Agenda...........................................................................................................................................................5-16
Summary........................................................................................................................................................5-17
11i Inventory Controls Fundamentals ...........................................................................................................6-1
11i Inventory Controls Fundamentals............................................................................................................6-2
Objectives ......................................................................................................................................................6-3
Agenda...........................................................................................................................................................6-4
Inventory Control Overview..........................................................................................................................6-5
Agenda...........................................................................................................................................................6-6
Defining Subinventories ................................................................................................................................6-7
Subinventory-Locator Relationship...............................................................................................................6-8
Locator Structuring........................................................................................................................................6-10
Locator Control Reports ................................................................................................................................6-11
Guided Demonstration Overview: Defining Subinventories .........................................................................6-12
Guided Demonstration - Creating Subinventories .....................................................................................6-13
Practice Overview: Defining Subinventories.................................................................................................6-14
Practice - Creating Subinventories ............................................................................................................6-15
Solution - Creating Subinventories............................................................................................................6-16
Guided Demonstration Overview Setting Up Locator Control......................................................................6-20
Guided Demonstration - Locator Control ..................................................................................................6-21
Practice Overview Setting Up Locator Control .............................................................................................6-23
Practice - Setting Up Locator Control .......................................................................................................6-24
Solution Setting Up Locator Control ......................................................................................................6-26
Agenda...........................................................................................................................................................6-33
Revision Control............................................................................................................................................6-34
Agenda...........................................................................................................................................................6-36
Lot Control ....................................................................................................................................................6-37
Lot Number Purging......................................................................................................................................6-38
Maintaining Lot Information .........................................................................................................................6-39
Cycle Counts Under Lot Control...................................................................................................................6-40
Physical Inventory Under Lot Control...........................................................................................................6-41
Disabled Lots.................................................................................................................................................6-42
Lot Control Reports .......................................................................................................................................6-43
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Agenda...........................................................................................................................................................6-44
Generating Serial Numbers............................................................................................................................6-45
Maintaining Serial Numbers..........................................................................................................................6-46
Serial Genealogy ...........................................................................................................................................6-47
Serial Number Control Reports .....................................................................................................................6-48
Guided Demonstration Overview: Revision, Lot, and Serial Controls..........................................................6-49
Guided Demonstration - Revision, Lot, and Serial Controls .....................................................................6-50
Practice Overview: Revision, Lot, and Serial Controls .................................................................................6-53
Practice - Revision, Lot, and Serial Controls.............................................................................................6-54
Solution Revision, Lot and Serial Controls ............................................................................................6-56
Agenda...........................................................................................................................................................6-67
Locator Flexfield Structure............................................................................................................................6-68
Changing Locator Control .............................................................................................................................6-69
Transacting Controlled Items ........................................................................................................................6-70
Agenda...........................................................................................................................................................6-72
Summary........................................................................................................................................................6-73
11i Transacting Inventory Concepts ..............................................................................................................7-1
11i Transacting Inventory Concepts ..............................................................................................................7-2
Module Objectives.........................................................................................................................................7-3
Agenda...........................................................................................................................................................7-4
Inventory Structure ........................................................................................................................................7-5
Overview .......................................................................................................................................................7-6
Agenda...........................................................................................................................................................7-7
Inventory Transactions ..................................................................................................................................7-8
Agenda...........................................................................................................................................................7-9
Transaction Types..........................................................................................................................................7-10
Transaction Source Types..............................................................................................................................7-11
Transaction Action ........................................................................................................................................7-13
Transaction Reasons ......................................................................................................................................7-15
Transaction Managers....................................................................................................................................7-16
Agenda...........................................................................................................................................................7-17
Move Orders..................................................................................................................................................7-18
Agenda...........................................................................................................................................................7-19
Shortage Alerts and Notifications..................................................................................................................7-20
Agenda...........................................................................................................................................................7-21
Mobile Transactions ......................................................................................................................................7-22
Agenda...........................................................................................................................................................7-23
Summary........................................................................................................................................................7-24
11i Transaction Setup......................................................................................................................................8-1
11i Transaction Setup ....................................................................................................................................8-2
Objectives ......................................................................................................................................................8-3
Agenda...........................................................................................................................................................8-4
Running Transaction Managers.....................................................................................................................8-5
Predefined Transaction Types .......................................................................................................................8-7
Guided Demonstration Overview: Defining a Customized Transaction .......................................................8-8
Guided Demonstration - Customized Transactions ...................................................................................8-9
Practice Overview: Defining a Customized Transaction...............................................................................8-11
Practice - Defining a Customized Transaction ..........................................................................................8-12
Solution Defining a Customized Transaction .........................................................................................8-13
Agenda...........................................................................................................................................................8-18
Interorganization Shipping Network ...........................................................................................................8-19
Shipping Method ...........................................................................................................................................8-21
Agenda...........................................................................................................................................................8-22
Movement Statistics ......................................................................................................................................8-23
Movement Statistics Parameters....................................................................................................................8-25
Collecting and Reporting Movement Statistics .............................................................................................8-26
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Agenda...........................................................................................................................................................8-28
Account Aliases.............................................................................................................................................8-29
Agenda...........................................................................................................................................................8-30
Setting Up for Move Orders ..........................................................................................................................8-31
Setup Steps for Move Orders.........................................................................................................................8-33
Agenda...........................................................................................................................................................8-35
Material Shortage Alerts and Notifications ...................................................................................................8-36
Setting Up Shortage Alerts and Notifications................................................................................................8-38
Movement Statistics Reports .........................................................................................................................8-39
Transaction Reports and Inquiries .................................................................................................................8-41
Agenda...........................................................................................................................................................8-42
Transaction Profile Options...........................................................................................................................8-43
Agenda...........................................................................................................................................................8-49
Implementation Considerations .....................................................................................................................8-50
Implementation Considerations for Shortage Messages................................................................................8-51
Agenda...........................................................................................................................................................8-52
Summary........................................................................................................................................................8-53
11i Issue and Transfer Material .....................................................................................................................9-1
11i Issue and Transfer Material .....................................................................................................................9-2
Module Objectives.........................................................................................................................................9-3
Agenda...........................................................................................................................................................9-4
Transaction Flows..........................................................................................................................................9-5
Inventory Transactions ..................................................................................................................................9-6
Inventory Transactions Without Documents and Requisitions......................................................................9-7
Inventory Transactions With Documents and Requisitions...........................................................................9-8
Agenda...........................................................................................................................................................9-9
Control Options and Restrictions...................................................................................................................9-10
Agenda...........................................................................................................................................................9-11
Subinventory Transfer ...................................................................................................................................9-12
Guided Demonstration: Subinventory Transfer.............................................................................................9-13
Guided Demonstration - Subinventory Transfers ......................................................................................9-14
Miscellaneous Transaction (Account Receipt) ..............................................................................................9-15
Application of Miscellaneous Transactions...................................................................................................9-17
Inter-organization Direct Shipment ...............................................................................................................9-18
Interorganization Intransit Shipment .............................................................................................................9-20
Guided Demonstration Overview: Interorganization Transfer ......................................................................9-22
Guided Demonstration - Interorganization Transfer..................................................................................9-23
Practice Overview: Interorganization Transfer..............................................................................................9-24
Practice - InterOrganization Transfer ........................................................................................................9-25
Solution InterOrganization Transfer .......................................................................................................9-26
Agenda...........................................................................................................................................................9-29
Managing Receipts ........................................................................................................................................9-30
Using Locations in Receiving........................................................................................................................9-31
Entering Receipt Lines ..................................................................................................................................9-32
Express Receipts and Receiving Transactions...............................................................................................9-34
Receiving Unordered Items ...........................................................................................................................9-35
Direct Receipts ..............................................................................................................................................9-37
Inspecting Received Items.............................................................................................................................9-39
Guided Demonstration Overview: Receiving Items into Inventory ..............................................................9-41
Guided Demonstration - Receiving Stock into Inventory..........................................................................9-42
Practice Overview: Receiving Items into Inventory ......................................................................................9-44
Practice - Receiving Material into Inventory.............................................................................................9-45
Solution Receiving Material into Stock..................................................................................................9-46
Returns to Receiving .....................................................................................................................................9-51
Returns to Inventory ......................................................................................................................................9-52
Entering Returns ............................................................................................................................................9-53
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Guided Demonstration Overview: Receiving Returns to Inventory ..............................................................9-55

Guided Demonstration - Receiving Returns ..............................................................................................9-56
Agenda...........................................................................................................................................................9-57
Receiving Reports..........................................................................................................................................9-58
Agenda...........................................................................................................................................................9-59
Move Orders Process Flow............................................................................................................................9-60
Move Order Requisition Approval Process ...................................................................................................9-61
Benefits of Managed Material Flow in a Facility ..........................................................................................9-63
Move Order Source Types.............................................................................................................................9-65
Move Order Components ..............................................................................................................................9-67
Move Order Allocating..................................................................................................................................9-69
Generate Move Orders...................................................................................................................................9-71
Item Allocation ..............................................................................................................................................9-73
Transact Move Orders ...................................................................................................................................9-74
Guided Demonstration Overview: Transacting Move orders ........................................................................9-75
Guided Demonstration - Transacting Move Orders...................................................................................9-76
Practice Overview: Transacting Move orders................................................................................................9-78
Practice - Transacting Move Orders ..........................................................................................................9-79
Solution Transacting Move Orders.........................................................................................................9-81
Agenda...........................................................................................................................................................9-91
Transactions Using a Mobile Device.............................................................................................................9-92
Guided Demonstration Overview: Mobile Transactions ...............................................................................9-94
Guided Demonstration - Mobile Application Inter-organization Transfer ................................................9-95
Practice Overview: Mobile Transactions.......................................................................................................9-96
Practice - Mobile Transactions ..................................................................................................................9-97
Solution Mobile Transactions.................................................................................................................9-98
Agenda...........................................................................................................................................................9-103
Managing Shipments .....................................................................................................................................9-104
Agenda...........................................................................................................................................................9-105
Summary........................................................................................................................................................9-106
11i Replenishment Concepts...........................................................................................................................10-1
11i Replenishment Concepts .........................................................................................................................10-2
Objectives ......................................................................................................................................................10-3
Agenda...........................................................................................................................................................10-4
Overview .......................................................................................................................................................10-5
Overview of Inventory Planning ...................................................................................................................10-6
Order Planning...............................................................................................................................................10-7
How Much to Order.......................................................................................................................................10-8
Replenishment Process for Intra-Org Supply Sources...................................................................................10-9
Replenishment Process for Supplier Supply Sources ....................................................................................10-10
Replenishment Process for Inter-Org Supply Sources...................................................................................10-11
Replenishment Process for Product Supply Sources .....................................................................................10-12
Agenda...........................................................................................................................................................10-13
Overview of Oracle Inventory Forecasting....................................................................................................10-14
Forecast Types...............................................................................................................................................10-15
Agenda...........................................................................................................................................................10-16
Oracle Inventory Replenishment Methods ....................................................................................................10-17
Replenishment Methods Levels.....................................................................................................................10-18
Safety Stock...................................................................................................................................................10-19
Economic Order Quantity..............................................................................................................................10-20
Overview of Reorder-Point Planning ............................................................................................................10-21
Overview of Min-max Planning ....................................................................................................................10-22
Overview of Kanban Replenishment.............................................................................................................10-23
Overview of Replenishment Counting ..........................................................................................................10-25
Overview of PAR Counting...........................................................................................................................10-26
Agenda...........................................................................................................................................................10-27
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Mobile Replenishment Count Overview .......................................................................................................10-28

Agenda...........................................................................................................................................................10-29
Summary........................................................................................................................................................10-30
11i Replenishment Fundamentals ..................................................................................................................11-1
11i Replenishment Fundamentals.................................................................................................................11-2
Objectives ......................................................................................................................................................11-3
Agenda...........................................................................................................................................................11-4
Overview .......................................................................................................................................................11-5
Agenda...........................................................................................................................................................11-6
Focus Forecasting ..........................................................................................................................................11-7
Focus-Forecasting (continued) ......................................................................................................................11-8
Using Focus Forecasting ...............................................................................................................................11-10
Focus Forecasting Example...........................................................................................................................11-11
Statistical Forecasting....................................................................................................................................11-13
Exponential Smoothing Forecast (ESF) ........................................................................................................11-14
Trend-Enhanced Forecast (TEF) ...................................................................................................................11-16
Season-Enhanced Forecast (SEF)..................................................................................................................11-18
Trend- and Season-Enhanced Forecast (TSEF).............................................................................................11-20
Forecast Setup and Maintenance ...................................................................................................................11-22
Guided Demonstration Overview: Creating a Manual Forecast ....................................................................11-23
Guided Demonstration - Creating a Manual Forecast ...............................................................................11-24
Practice Overview: Creating a Manual Forecast ...........................................................................................11-26
Practice - Creating a Manual Forecast .......................................................................................................11-27
Solution Creating a Manual Forecast......................................................................................................11-28
Agenda...........................................................................................................................................................11-31
Uses of Reorder-point Planning.....................................................................................................................11-32
Reorder-point Planning: Safety Stock ...........................................................................................................11-33
Reorder-Point Planning: Lead Time ..............................................................................................................11-34
Reorder-Point Planning: Reorder Quantity....................................................................................................11-35
Reorder-Point Planning Steps........................................................................................................................11-37
Entering Item Planning Attributes .................................................................................................................11-38
Entering General Planning Attributes for Reorder-point Planning................................................................11-39
Entering Lead Times .....................................................................................................................................11-41
Entering Safety Stocks...................................................................................................................................11-42
Performing Reorder-point Planning...............................................................................................................11-44
Guided Demonstration: Reorder Point Planning ...........................................................................................11-46
Guided Demonstration - Reorder Point Planning ......................................................................................11-47
Agenda...........................................................................................................................................................11-48
Uses of Min-max Planning ............................................................................................................................11-49
Min-max Planning .........................................................................................................................................11-50
Min-max Planning: When to Order? ............................................................................................................11-51
Min-max Planning: How Much to Order? ....................................................................................................11-52
Min-max Planning Steps ...............................................................................................................................11-53
Item Planning Attributes................................................................................................................................11-54
Min-max Planning Setup Procedure ..............................................................................................................11-55
Selecting a Planning Level ............................................................................................................................11-56
Entering Planning Attributes .........................................................................................................................11-57
Submitting the Min-max Planning Requests .................................................................................................11-58
Guided Demonstration Overview: Min-max Planning ..................................................................................11-60
Guided Demonstration - Min-max Planning..............................................................................................11-61
Practice Overview: Min-max Planning..........................................................................................................11-63
Practice - Performing Min-max Planning ..................................................................................................11-64
Solution Performing Min-max Planning.................................................................................................11-65
Agenda...........................................................................................................................................................11-71
Uses of Replenishment Counting ..................................................................................................................11-72
Replenishment Planning Steps ......................................................................................................................11-73
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Subinventories Window ................................................................................................................................11-75

Item Subinventories Window ........................................................................................................................11-76
Item Subinventories: Order Modifier Tab ....................................................................................................11-77
Replenishment Count Headers ......................................................................................................................11-78
Replenishment Count Lines...........................................................................................................................11-79
Processing Replenishment Counts................................................................................................................11-81
Practice Overview: Performing a Replenishment Count Using Forms..........................................................11-83
Practice - Performing a Replenishment Count Using Forms .....................................................................11-84
Solution - Performing a Replenishment Count Using Forms ....................................................................11-86
Practice Overview: Performing a Replenishment Count Using the Mobile Application...............................11-91
Practice - Performing a Replenishment Count Using the Mobile Application ..........................................11-92
Solution - Performing a Replenishment Count Using the Mobile Application .........................................11-94
Processing PAR Counts.................................................................................................................................11-102
Reorder Quantity For PAR Count .................................................................................................................11-103
Agenda...........................................................................................................................................................11-105
Kanban Cards ................................................................................................................................................11-106
Kanban Planned Items ...................................................................................................................................11-107
Kanban Cards ................................................................................................................................................11-109
Kanban Supply Status....................................................................................................................................11-111
Kanban Replenishment Sources ....................................................................................................................11-112
Kanban Card Printing ....................................................................................................................................11-113
Guided Demonstration Overview: Generating Kanban Cards.......................................................................11-114
Guided Demonstration - Kanban ...............................................................................................................11-115
Practice Overview: Generating Kanban Cards ..............................................................................................11-116
Practice - Generating Kanban Cards..........................................................................................................11-117
Solution Generating Kanban Cards ........................................................................................................11-118
Agenda...........................................................................................................................................................11-122
Available to Promise .....................................................................................................................................11-123
ATP Rules and ATP Checks..........................................................................................................................11-124
Uses of ATP in Oracle Inventory ..................................................................................................................11-125
Steps for Checking ATP ................................................................................................................................11-126
ATP Rules Setup Steps..................................................................................................................................11-127
Defining Computation Options......................................................................................................................11-128
Specifying Supply and Demand Time Fences ...............................................................................................11-130
Specifying Demand Sources..........................................................................................................................11-134
Specifying Supply Sources ............................................................................................................................11-136
Setting Up Item and Bills for ATP Checking ................................................................................................11-137
ATP Checking ...............................................................................................................................................11-138
Viewing ATP Criteria....................................................................................................................................11-141
Agenda...........................................................................................................................................................11-142
Planning and Forecasting Profile Options .....................................................................................................11-143
Setting Up the Min-Max System Profile Value.............................................................................................11-145
Subinventory Setup Windows .......................................................................................................................11-146
Agenda...........................................................................................................................................................11-147
Min-Max Order Type and Order Source .......................................................................................................11-148
Replenishment Method Selection ..................................................................................................................11-151
Agenda...........................................................................................................................................................11-152
Summary........................................................................................................................................................11-153
11i Inventory Accuracy Concepts ..................................................................................................................12-1
11i Inventory Accuracy Concepts..................................................................................................................12-2
Objectives ......................................................................................................................................................12-3
Agenda...........................................................................................................................................................12-4
Overview of Inventory Accuracy ..................................................................................................................12-5
Agenda...........................................................................................................................................................12-6
ABC Analysis Overview ...............................................................................................................................12-7
Agenda...........................................................................................................................................................12-8
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Cycle Counting Overview .............................................................................................................................12-9

Agenda...........................................................................................................................................................12-10
Physical Inventory Overview ........................................................................................................................12-11
Why Perform Physical Inventories? ..............................................................................................................12-12
Agenda...........................................................................................................................................................12-13
Mobile Inventory Accuracy Overview ..........................................................................................................12-14
Agenda...........................................................................................................................................................12-15
Summary........................................................................................................................................................12-16
11i Inventory Accuracy Fundamentals..........................................................................................................13-1
11i Inventory Accuracy Fundamentals ..........................................................................................................13-2
Objectives ......................................................................................................................................................13-3
Agenda...........................................................................................................................................................13-4
Defining an ABC Analysis ............................................................................................................................13-5
Define and Run an ABC Compilation ...........................................................................................................13-6
ABC Compilation Criteria.............................................................................................................................13-7
Agenda...........................................................................................................................................................13-9
ABC Valuation Scope ...................................................................................................................................13-10
Agenda...........................................................................................................................................................13-11
Defining ABC Groups ...................................................................................................................................13-12
Defining ABC Classes...................................................................................................................................13-13
ABC Item Assignments .................................................................................................................................13-14
Guided Demonstration Overview: Compiling an ABC Analysis ..................................................................13-16
Guided Demonstration - ABC Analysis ....................................................................................................13-17
Practice Overview: Compiling an ABC Analysis..........................................................................................13-19
Practice - Compiling an ABC Analysis .....................................................................................................13-20
Solution Compiling an ABC Analysis....................................................................................................13-22
Agenda...........................................................................................................................................................13-28
Defining and Maintaining a Cycle Count ......................................................................................................13-29
Agenda...........................................................................................................................................................13-30
Cycle Count Approval Tolerance ..................................................................................................................13-31
Approval Tolerances......................................................................................................................................13-32
Hit/Miss Tolerance ........................................................................................................................................13-34
Measurement Errors ......................................................................................................................................13-35
Cycle Count Items .........................................................................................................................................13-36
Agenda...........................................................................................................................................................13-38
Automatic Scheduling ...................................................................................................................................13-39
Manual Scheduling ........................................................................................................................................13-40
Count Requests ..............................................................................................................................................13-41
Entering Cycle Counts...................................................................................................................................13-43
Cycle Count Open Interface ..........................................................................................................................13-44
Agenda...........................................................................................................................................................13-45
Count Adjustments and Approvals ................................................................................................................13-46
Automatic Recounts ......................................................................................................................................13-47
Approving Cycle Counts and Adjustments ...................................................................................................13-48
Guided Demonstration Overview: Performing Cycle Counts .......................................................................13-50
Guided Demonstration - Cycle Counting ..................................................................................................13-51
Practice Overview: Performing Cycle Counts...............................................................................................13-54
Practice - Performing a Cycle Count .........................................................................................................13-55
Solution Performing a Cycle Count........................................................................................................13-57
Practice Overview: Mobile Counting ............................................................................................................13-66
Practice - Mobile Counting........................................................................................................................13-67
Solution Mobile Counting ......................................................................................................................13-68
Agenda...........................................................................................................................................................13-73
Summary........................................................................................................................................................13-74

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11i Inventory Management Fundamentals Table of Contents

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