Oracle Applications: Inventory Practical Lab Exercises

Basic Inventory Setup Labs

PREFACE
These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developed to assist an applications support analyst by: Providing an introduction to navigating through Inventory application forms Listing initial step by step instructions for data entry within the Inventory application to familiarize a support analyst with the features and functions of common Inventory movements and application maintainance Demonstrating various support tips for Oracle pplications! while performing common form functions such using the "List of #alues$ feature! submitting concurrent re%uests! and general &ystem dministrator functions '&ystem dministrator (esponsibility) Performing common inventory functions that all customers perform! such as defining and maintaining items! issuing and receiving stoc* 'items) into inventory! and performing stoc* 'item) replenishment. (einforcing Inventory concepts and functional issues that were discussed during class lectures s a source of reference for future support issues that may arise

+eel free to do these labs as often as you want. ,-periment! change an item attribute! initialize a cycle count in a different fashion or define items with greater inventory controls. If some of the terms mentioned here are unfamiliar to you! before the wee* is out! they may .ust become part of your daily vocabulary while wor*ing in the support environment. (emember/ don0t be afraid to ma*e a mista*e! 1O2 are here to learn. The Labs can be performed on any release instance that has the #ision Demonstration Database installed. 3owever! several of the labs may not be able to be completed due to the fle-ibility of implementing Oracle pplications. ,-amples would be 4 Different item attribute settings 4 Different organization parameters 4 Data that may not e-ist
&hould you have any %uestions! please contact edgar.arroyo5oracle.com . If you find any inconsistencies within this document! please email edgar.arroyo5oracle.com .

Table Of Contents
Suggested Reference LAB ! LAB # LAB % LAB ' LAB ( LAB ) LAB + LAB 0 LAB 2 LAB !3 LAB !! LAB !# LAB !% LAB !' LAB !( LAB !) LAB !+ LAB !0 LAB !2 LAB #3 LAB #! LAB ## LAB #% LAB #' LAB #( APPE/:I= A Setup" $nits of aterial

Setup" Inventory Structures easure Setup" Ite& Attribute Control $sing Status Codes $sing Categories and Category Sets Ite& Te&plates * Ite&s Copy Ite&s" Relations,ips- Cross Referencesanufacturer.s Part /u&bers Ite& Catalog 1roups Perfor&ing Ite& Searc,es Inventory Controls 4 $sing Stoc5 Locators Inventory Controls 4 Ite& Revisions Inventory Controls 4 $sing Lot Control Inventory Controls 4 $sing Serial /u&bers Creating Custo& Transaction Sources6Types Perfor&ing Inventory Transactions Processing Return aterial Aut,ori7ations 8R A9 Perfor& Receiving Transactions 8Purc,asing9 I&ple&enting ABC Analysis I&ple&enting Cycle Counting P,ysical Inventories Perfor&ing #nd :ay Cycle Counting Initiali7ing Forecasts and Forecasts Sets $sing Reorder Point Planning for replenis,&ent $sing in; a< Planning for replenis,&ent Available to Pro&ise 8ATP9 /avigation >ot ?eys

Modified by: Edgar Arroyo

Revision: B

LAB !

Inventory Structures

/OTE" For all labs- t,e value @==A denotes t,e student initials or first na&eB
; Application /avigation pat, 4 Button 4 enu navigation pat,

Log on to Oracle pplications. 2ser: 6userid7 Password: 6password7 (esponsibility: Inventory or 8anufacturing! #ision Operations '2& ) 9. :reate ;ew Organizations InventoryC SetupC Organi7ationsC Organi7ations ,nter Organization ;ame '==;organi7ation! ) Type: Plant Location: 894 &eattle Internal or ,-ternal: Internal &ave <. :reate a Location for this Inventory Organization InventoryC SetupC Organi7ationsC Locations ,nter Location ;ame: ==;Location! Description: 6enter description7 ddress Details T = ,nter ddress &hipping Details T = Ta*e all defaults Other Details T = ;o information to enter ,nter Organization :lassification InventoryC SetupC Organi7ationsC Organi7ations &elect "Inventory Organization$ &elect enabled &ave. Modified by: Edgar Arroyo

Revision: B

:lic* on the "Others$ button. Enter t,e Accounting Infor&ation ,nter &et of =oo*s! Legal ,ntity! and Operating 2nit > '#ision Operations) &ave Enter Inventory Infor&ation ,nter thefollowing: Organization :ode > D===C Item 8aster Organization > Eision Operations :alendar ? Eision3! :osting 8ethod > Standard Transfer to @L > :etail ,nter 8aterial ccount and other accounts &erial ;umber uni%ueness > Fit,in inventory ite&s In the Others T = ,nter all the re%uired accounts &ave AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA B. Define &ubinventories Setup>Organizations>Subinventories :lic* on the ";ew$ button ;ame: ==;subinv Description: ==;8your /a&e9 Locator :ontrol: At Ite& Level

/ote" Accept all ot,er field defaults Create at least t,ree subinventories &ave LAB # $nits of easure

9. Define a 2nit of 8easure class and new base 2nit of 8easure '2O8) for your 2O8 class. This new base 2O8 will then be used as a default for items you will be defining in later labs. Setup>Units of Measure>Classes dd a new 2O8 :lass Modified by: Edgar Arroyo 4 Revision: B

;ame: Description: =ase 2nit: 2O8: &ave ':trl &)

==;GTH == Guantity ==;Eac, E==

Note: By entering XX-Each in the base unit field, you have effectively just defined a new UOM. <. dd < non4base units of measure for you new 2O8 class! ==;GtyB :lic* on the "2nit of 8easure$ button ''if you are at the ;avigator! then chose Setup>Units of Measure>Conversions Notice that your base unit already has a conversion defined for it - Since this is a base unit, the conversion rate will always have a to relationshi! with itself. dd a new 2O8 :lass ;ame: ;ame: &ave B. ==;:o7en ==;1ross 2O8: :== 2O8: 1== Description: ==;:o7en Description: ==;1ross

dd conversion rates between your base unit of measure and your < non4base units of measure. :lic* on the ":onversions$ button 'if you are at the ;avigator! then chose Setup>Units of Measure>Conversions dd conversions between your base unit and non4base units. :hoose your non4base unit of measure for ==;:o7en! and enter the appropriate conversion rate: 4 2se List of #alues 'LO#) icon and select ==;:o7en! OR 4 2se the CTRL L 5ey to display LO# and select ==;:o7en! OR 4 ,nter a partial value and t,e use t,e DtabC 5ey to display the LO# and select ==;:o7en Enter t,e conversion rates for do7en ; !# dd another 2O8 :onversion :hoose your non4base unit of measure for ==;1ross! and enter the appropriate conversion rate: 4 2se List of #alues 'LO#) icon and select ==;1ross! OR 4 2se the :T(L L *ey to display LO# and select ==;1ross! OR 4 ,nter a partial value and t,e use t,e DtabC 5ey to display the LO# and select ==;1ross Enter t,e conversion rates for gross ; !'' &ave

LAB % 9.

Ite& Attribute Controls

Determine the attribute group name and the control level '8aster C Organization) of the following attributes settings for your Organi7ation 8==;organi7ation!9" Setup>Items> ttribute Controls ttribute ;ame =O8 Item Type :ost of @oods &old :ustomer Ordered Inspection re%uired @roup ;ame AAAAAAAAAAAAAAA AAAAAAAAAAAAAAA AAAAAAAAAAAAAAA AAAAAAAAAAAAAAA 5 :ontrolled t: AAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAA Revision: B

Modified by: Edgar Arroyo

Lot control Inventory item 8in48a- 8a-imum %uantity <.

AAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAA

Define your item ==;ite&! in t,e &aster organi7ation you created 8==;organi7ation!9" Items>Master Items Duery enter '+99). Eey in item number: ==;ite&! OR ,nter a partial value and the wildcard character 'F) ?GG4F I and then use the down arrow *ey until item XX-item! is dis!layed in the ite" na"e field Duery run ':trl +99) +rom the "8ain$ region get the Item &tatus code. AAAAAAAAAAAAAAAAAAA +rom the alternative regions choose the appropriate region to display and then record the values of the following item attributes 'if the bo- is chec*ed! consider the attribute @EnabledA or set to @HesA/ if unchec*ed! consider the attribute "/OT enabledA or set to @/oA).

Attribute Inventory Item HIP &upply Type Lot :ontrol :osting ,nabled Inv. Planning 8ethod Default &hipping Org Purchasable 2ser Item Type

ALT Region AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA

Ealue AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA

B. Determine the actual item attribute values for item ==;ite&!" in t,e organi7ation createdB Items>Organization Items Item: ==;ite&! :lic* then "+ind$ button Attribute Inventory Item HIP &upply Type Lot :ontrol :osting ,nabled Inv. Planning 8ethod Default &hipping Org Purchasable 2ser Item Type ALT Region AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAA Ealue AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA AAAAAAAAAAAAA

LAB '

Status Codes

9. Define a new &tatus :ode for your items. Items that will be defined using this status code will always have the following attributes enabled: =e allowed to be placed on a =ill of 8aterial =e available to be the purchasing module &toc*able in Inventory =e transactable in Inventory

Modified by: Edgar Arroyo

Revision: B

Setup>Items>Status Co#es ;ame: ==;Status Description: == y neF status 'Tab to move to each attribute. :lic*ing on the :3,:E =OG sets the attribute control value>1,&.) =O8 llowed =uild in HIP :ustomer Orders ,nabled Internal Orders ,nabled Invoice ,nabled Transactable Purchasable &toc*able <. Define a new item called ==;ite&. Items>Master Items ;ame: Description: ==;ite& == ; y ite& Hes /o /o /o /o Hes Hes Hes

:lic* on the "&pecial$ 8enu :lic* on ":opy +rom$ Template: "Purchased Item$ 'use the LO# icon OR 2se the CTRL L *eys OR ,nter a partial value and press the tab to display a list to chose from) :lic* on " pply!$ then "Done$ &ave ':trl &) Determine some of your item attributes. +rom the menu! chose &pecial 7 +ind ttributes$ O( :hoose the appropriate attribute group from the lternative (egion! and write down the values for the following item attributes: 1roup Ite& Attribute Ealue 8 I; I;#,;TO(1 Item &tatus Transactable &toc*able O(D,( ,;T(1 I;#OI:, HO(E I; P(O:,&& B. :ustomer Orders ,nabled Internal Orders ,nabled Invoice ,nabled =uild in HIP AAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAA

:hange the "Item &tatus$ item attribute from its current value to your new status code! ==;Status +rom the "8ain$ region put your cursor on the Item &tatus field :lic* on the icon for List of #alues OR 2se the CTRL L *eys OR ,nter a partial value and press the tab to display a list to chose from) :hoose ==;Status &ave

Modified by: Edgar Arroyo

Revision: B

In the Order ,ntry alternative region try to change the ":ustomer order ,nabled$ item attribute bac* to "yes$. Hhat happened and why did it happenI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA In the HIP alternative region! change the item attribute "HIP Hhat happened and why did it happenI LLOH,D$ to be ;ot ,nabled

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA ;ame 9 of the < ways discussed during class lecture that will enable you to update these < attributes. 9. AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA <. AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA J. ssign your new item to &eattle 8anufacturing '89). &ave Items>Organization Items +rom the organizational item form! :lic* on the "&pecial$ 8enu :lic* on "Item costs$ Item: ==;ite& :lic* the +ind button Hhen the Item cost &ummary form appears! :lic* the #osts button 1ou may receive a forms error pop up bo- stating: "$%M-&'()': *uery caused no records to be retrieved :lic* o* OR 1ou will have a default record for cost element>material overhead and subelement> Purchasing 4 delete this record! select KOE0! and then save the transaction and add the following: :ost ,lement: &ubelement: =asis: (ate or mount: &ave +ou can also navigate to the ,-te" #osts. for" by: CostsCIte& Costs ATERIAL aterial Ite& (

Modified by: Edgar Arroyo

Revision: B

LAB (

Categories and Category Sets anufacturing

E/S$RE HO$ ARE I/ Organi7ation Seattle 9. Define B new categories

Setup>Items>Categories>Categor$ Co#es :lic* on the ";ew$ button &tructure ;ame: Ite& categories :ategory: ':lic* on the ",dit$ icon to open the Item :ategories *ey fle-field window) +amily: ==;des5 :lass: ==;broFn :lic* on the "OE$ button Description: ==;broFn des5 Tab to the ne-t line! and add your second category code &tructure ;ame: :ategory: Description: Ite& categories ==;c,airBbroFn ==;broFn c,air

Tab to the ne-t line! and add your third category code 'use either method above for data entry) &tructure ;ame: +amily: :lass: Description: &ave <. Define a :ategory &et and include your B new category codes as the only valid categories you can use when you assign items to your category set. Setup>Items>Categories>Categor$ Sets ;ame: ==;SET Description: 6last na&e7 Ite&s Set +le- &tructure: Ite& Categories :ontrolled at: Organi7ation level Default :ategory: F 6tab7 'choose one of your categories you defined) ,nforce List of #alid :ategories > 1es &ave B. dd your remaining < categories to you category set! so that when you update an item with your category set! they will be the only categories you can choose from: :lic* on :ategories field below K,nforce List of #alid :ategories0. Hait for the hourglass to change bac* to a cursor pointer. Notice that the default category you entered for your #ategory Set has been !laced in the valid list. /his is because the default category for a category set "ust be a valid category whenever you assignyour category set to an ite". Add a neF category code to your category set: Modified by: Edgar Arroyo 9 Revision: B Ite& categories ==;car ==;broFn ==;broFn car

,nter a F and then use the 6tab7 to display LO# for category code combinations. :hoose one of the category code combinations you .ust defined! 'e-cept the default of course) and then repeat this step a second time to chose your other category code you defined. &ave J. ssign one of your category codes to your item ==;ite& :lic* on the " ssign$ button

Item:
&ave LAB )

==;ite&

:ategory: 2se F and then 6tab7 *ey and then c,oose a category code

Ite& Te&plates * Ite& Copy

9. :reate an item template with L attributes enabled. Setup>Items>%emplates :lic* on the ";ew$ button Template: ==;sell Description: ==;ite&s for sale &elect the appropriate @roup from the alternative region. @roup 8ain &ave Inventory &ave :osting &ave Order ,ntry &ave <. Define a new item using your template Items>Master Items Item: Description: ==;ite&# Created fro& &y te&plate Inventory Item :ycle :ount ,nabled :osting ,nabled Inventory sset :ustomer Ordered :ustomer Orders ,nabled Hes Hes Hes Hes Hes Hes Attribute Primary 2O8 2ser Item Type Item &tatus Ealue ==;Eac, Finis,ed 1ood ==;Status

:lic* on the "&pecial$ 8enu :lic* on ":opy +rom$ Template: ==;sell :lic* on " pply$ then "Done$ &ave 3ow did the item attribute "2ser Item Type$ under the 8ain alternative region get set to K+inished @ood0I AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Modified by: Edgar Arroyo 10 Revision: B

Is your new item able to be purchasedI HhyCHhy notI

AAAAAAAA

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA :an you disable the Kcosting enabled0 item attribute for this itemI HhyCHhy notI AAAAAAAAAAAAA

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Increase the operating functionality of your item by updating the item attributes that enable an item to be purchased. ,ither applies the "Purchased Item$ Template! OR update the appropriate item attribute. &ave Hhy did the item attribute "2ser Item Type$ under the 8ain alternative region change from K+inished @ood0 to Purchased ItemI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA B. ssign your new item to &eattle 8anufacturing '89) and =oston 8anufacturing '8<) organizations.

T,en assign your category set to your item in both organizations. ,ither do this from the master organization! then from the special menu! organization assignment! org attributes button! and when the organization items form appears! use the special menu! categories/ O( use the organization items form! then the special menu! categories! OR use the category sets form! " ssign$ button and assign your category set to both organization items. If you need help! please as*. lso! update the frozen cost for item ==;ite&# in org 89! &eattle 8anufacturing. If you need help with this step! see Lab J! step M. &ave J. Define another item by copying item ==;ite&#. This item will have the e-act same attributes enabled that item ==;ite&# has enabled dd a new record Item: Description: ==;ite&% ite& copied fro& ==;ite&#

:lic* on "&pecial$ 8enu :lic* on ":opy +rom$ Item: ==;ite&# 8/ote" Ensure t,at you are only copying an ite&- and t,at t,e te&plate field does not ,ave a valueB9 :lic* on " pply$ then "Done$ &ave M. ssign your new item to &eattle 8anufacturing '89) and =oston 8anufacturing '8<) organizations. T,en assign your category set to your item in both organizations. If you need help! please see step B of this lab. &ave

1ou are going to copy an e-isting item and apply a template at the same time. Does the copy item occur first or does the template get applied before the item is copiedI Modified by: Edgar Arroyo 11 Revision: B

N.

'3int: you must have a value in the template field and the item field on the copy pop4up window. If you are not sure of the answer! try defining a new item and applying a template and copying another itemOO)

LAB + 9.

Ite& Relations,ips

Define a substitute relationship between ==;ite&# and ==;ite&%. 4 ,nsure you are in the 8aster Organization! #9 Items>Item Relationships :lic* on ";ew$ button +rom Item: To Item: Type: (eciprocal: &ave ==;ite&# ==;ite&% Substitute Hes

<. Define a customer cross4reference type and assign one of your items to the type.
Items>Cross References Type: Description: &ave ==;<ref ==;include in set

:lic* on "Assign$ button Item: ==;ite& pplicable to all organizations: :O /OT C>EC? BO= Org: ! #alue: ==;broFn set Description: Include in set &ave B. Define a new 8anufacturer to the system. Items> Manufacturers& 'art (umbers>)$ Manufacturers 8anufacturer: ==;$SA Parts Description: ==; anufacturer &ave J. ,nter the 8anufacturer0s Part ;umbers for your items: ==;ite& and ==;ite&#. Items>Manufacturers& 'art (umbers>)$ Items :lic* on "/eF$ button 8anufacturer: ==;$SA Parts dd the following information: 8anufacturer Part $SA;==3! $SA;==3# &ave Item ==;ite& ==;ite&#

NO/0: 1+ou can also navigate to this sa"e for" by2: Items> Manufacturers& 'art (umbers>)$ Manufacturers Duery manufacturer if not listed! then clic* the button Modified by: Edgar Arroyo 12 Parts =utton Revision: B

LAB 0 9.

Ite& Catalog 1roups

Define a new item catalog group with J descriptive elements. This catalog will be used to capture additional information that you would li*e to search for when generating purchase orders or to search for items with similar characteristics 'descriptive elements) Setup>Items>Catalog *roups ;ame: Description: ==;Auto&obile ==;auto

:lic* on the "Details$ button and add the following catalog se%uences &e% ! % ' &ave <. ;ame Type # odel Color Description Type a5e odel Color (e%. Hes Hes Hes Description Default Hes Hes Hes Hes Hes

a5e

Define < new items ==;Ean and ==;Car- and assign your catalog group! ==;Auto&obile to these items. Items>Master Items ;ame: ==;Car Description: ==; y auto&obile :lic* on the "&pecial$ 8enu :lic* on ":opy +rom$

to

Template: "==;sell$ 'use the LO# icon! :T(L L! or enter a partial value and press the tab to display a list chose from) :lic* on " pply!$ then "Done$ &ave Item: Description: ==;Ean ==;ot,er

:lic* on the "&pecial$ 8enu :lic* on ":opy +rom$ Item: ==;Car :lic* on " pply!$ then "Done$ &ave :lic* on the "&pecial$ 8enu :lic* on :atalog :atalog @roup: ==;Auto&obile ;ame #alue Type Ean 8a*e >onda 8odel Odyssey SE :olor Silver Modified by: Edgar Arroyo

13

Revision: B

:lic* on "2pdate Description$ button &ave :lose Item :atalog window Notice that the ite" descri!tion for XX-+an has been u!dated to include the additional descri!tive ele"ents fro" the catalog grou!. +ou should see 33-My other.4an.5onda.Odyssey S0.Silver <. ;ow! perform the same catalog assignment for item ==;Car! changing the values for the catalog group descriptive elements to the information below! but :O /OT $P:ATE :ESCRIPTIO/ . ,ither use the Kup *ey0 to get to the previous record OR Duery entry '+99) Item: ==;Car OR a partial value and wildcard '==I) and then press the tab *ey to display a list to choose from Duery run ':trl +99) :lic* on the "&pecial$ 8enu :lic* on :atalog :atalog @roup: ==;Auto&obile ;ame #alue Type ' :oor 8a*e >onda 8odel Accord LE :olor Red &ave :lose Item :atalog window Notice that the ite" descri!tion for XX-Car has NO/ been u!dated to include the additional descri!tive ele"ents fro" the catalog grou!. -t still reads 33-My auto"obile, but the descri!tive ele"ents are still attached to the ite" for searching, since the iyte" catalog was assigned to the ite". LAB 2 Ite& Searc,es

Perform various item searches to familiarize yourself with form functionality 9. 2se the Item &earch form to find substitute parts for item ==;ite&#. Items>Item Search Organization: ! :lic* on alternative region and choose "Item (elationship$ Type: & and then the 6tab7 *ey OR clic* t,e and select K&ubstitute0 Item: ==;ite&# :lic* on "+ind$ button to view search results Has anything returned after you clic*ed the "+ind$ button0I AAAAAA HhyCHhy notI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA <. 2se the Item &earch form to find the cross4reference part for item ==;ite& within organization Items>Item Search Organization: ! ,nsure alternative region has ":ross (eferences$ displayed :ross (eference Type: ==;<ref #alue: ==;broFn set Modified by: Edgar Arroyo 14 Revision: B !

:lic* on "+ind$ button to view search results Has anything returned after you clic*ed the "+ind$ button0I AAAAAAA HhyCHhy notI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA B. 2se the Item &earch form to find the cross4reference part for item ==;ite& within organization Organization: # :lic* o* after the following message appears: PP4QM9RS: :hanging organization will clear associated %ueries ,nsure alternative region has ":ross (eferences$ displayed :ross (eference Type: ==;<ref #alue: ==;broFn set Did the system allow you to enter value: ==;broFn set HhyCHhy notI JJJJJJJJ #.

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

J. 2se the 8anufacturer0s Part ;umbers form to find a manufacturer for part ==;ite&# Items>Manufacturers& 'art (umbers>)$ Items Item: ==;ite&# :lic* on "+ind$ button to view search results Has anything returned after you clic*ed the "+ind$ button0I AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA M. 2se the 8anufacturer0s Part ;umbers form to find parts manufactured by ==;$SA Parts Items>Manufacturers& 'art (umbers> )$ Items 8anufacturer: ==;$SA Parts :lic* on "+ind$ button to view search results O( Items>Manufacturers& 'art (umbers>)$ Manufacturers Hith cursor placed on 8anufacturer: ==;$SA Parts- clic5 t,e Parts button N. 2se the Item &earch form to find items that have specific descriptive elements for your catalog group! ==;Auto&obile within organization E! Organization: E! :lic* o* after the following message appears: PP4QM9RS: :hanging organization will clear associated %ueries ,nsure alternative region has "Item :atalog$ displayed :atalog: ==;Auto&obile Press the tab *ey ;ame: 8a*e #alue: >onda ;ame: 8odel #alue: Accord LE :lic* on "+ind$ button to view search results Has anything returned after you clic*ed the "+ind$ button0I AAAAAAAAAAAAA HhyCHhy notI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

Modified by: Edgar Arroyo

15

Revision: B

S. 2se the Item &earch form again to find items that have a specific descriptive element for your catalog group! ==;Auto&obile within organization E! Organization: E! :lic* o* after the following message appears: PP4QM9RS: :hanging organization will clear associated %ueries ,nsure alternative region has "Item :atalog$ displayed :atalog: ==;Auto&obile Press the tab *ey ;ame: 8a*e #alue: >onda Has anything returned after you clic*ed the "+ind$ button0I AAAAAAAAAAAAA HhyCHhy notI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

LAB !3

Inventory Controls" Ite& Locators anufacturing '89) or your organization

9. Hhat is the organization level locator control option for Seattle ==;organi7ation!K Setup>Organizations>'arameters AAAAAAAAAAAAAAAAAAAAAAA

<. Hhat is the locator control option for each of the following subinventories in the &eattle 8anufacturing '89) organizationI Setup>Organizations>Subinventories :lic* on the "Open$ button Duery ,nter '+99) ;ame: Engineer OR your subinventories ,nter a partial value with a wildcard 'EngI) or your subinventories ,ngineer AAAAAAAAAAAAAAAAA

Duery ,nter '+99) ;ame: Restricted OR ,nter a partial value with a wildcard 'ResI) Duery (un ':trl +99) (estricted AAAAAAAAAAAAAAAAAAAA AAAAAAAAAA

re there any locators defined for this subinventoryI

3ow did you determine if there were locations definedI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA B. Define an item that uses locator control so you can trac* specific %uantities of this item in specific locations in your subinventory Items>Master Items Item: ==;trac5 Description: Locator Controlled ite& Modified by: Edgar Arroyo 16

Revision: B

:lic* on "&pecial$ 8enu :lic* on ":opy +rom$ Template: Purc,ased Ite& :lic* on " pply$ and then "Done$ :lic* on the lternative (egion: Inventory Locator :ontrol: :yna&ic Entry &ave ssign your new item to &eattle 8anufacturing '89) and =oston 8anufacturing '8<) organizations. T,en assign your category set to your item in both organizations. If you need help! please refer to Lab N! step B. J. Define N specific locations 'locators) within your subinventory. This will be a two step process to show a user < of the B different methods that stoc* locators can be defined to the Oracle Inventory pplication. Setup>Organizations>Stoc, -ocators ,nsure you have switched organizations 'if necessary) :lic* on the ";ew$ button :lic* on the ",dit$ icon to pop the stoc* locator *ey fle-field and enter the following three segment values (ow (ac* =in Description &ubinventory Locator: == !3! == !3! Locator ==;subinv :lic* on the T icon. Locator: ==B!3#B== !3# Locator ==;subinv

Notice that you did not need to use the fle6field !o! u! bo6 to enter a locator - %e"e"ber, you si"!ly need to 7now the fle6field structure and seg"ent se!arator defined 1if "ulti!le seg"ents2 for 7ey entry :lic* on the ",dit$ icon to pop the stoc* locator *ey fle-field and enter the following three segment values == !3% == !3% Locator ==;subinv &ave and close the stoc* locators window Notice that you had to enter a specific subinventory for each locator entered - re"e"ber, locators are subinventory s!ecific. M. Define your last B stoc* locators for your subinventory.

Setup>Organizations>Subinventories :lic* the "+lashlight$ icon and select subinventory ==;subinv OR run a %uery for subinventory ==; subinv. :lic* on the "Locators$ button! and enter the following stoc* locators: (ow (ac* =in == !3' == Locator: == Locator: == &ave and return to the ;avigator. Locator: Description !3' Locator !3( !3) == == !3( Locator !3) Locator

Notice that the subinventory auto"atically defaulted for each locator entered - this is because you are defining stoc7 locators while using the Subinventories for", for a s!ecific subinventory.

Modified by: Edgar Arroyo

17

Revision: B

N. 2se the 8iscellaneous Transaction! 8iscellaneous (eceipt to receive MQ dozen units of item ==;ite& %ransactions>Miscellaneous %ransaction 'Accept default) iscellaneous Receipt 'use :T(L L! "List of #alues$ icon! or type in a partial value)

Date: Type:

:lic* on the "Transaction Lines$ button Item: ==;ite& &ubinventory: ==;subinv 2O8: :== Duantity: (3 ccount: 6,nter account7 &ave S. #erify that the system performed you unit of measure conversion correctly for you receipt transaction for item ==;ite&B On-han#" vailabilit$>On-han# .uantities Organization: ! Item: ==;ite& :lic* on "+ind Hhat is the Total Duantity for your item! ==;ite&K AAAAAAAAAAAA Is this value correctI AAAAAAAAAAAAAAAAAAAA HhyI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA L. 2se the 8iscellaneous Transaction! 8iscellaneous (eceipt to receive <Q units of your locator controlled item. If you need help! refer to step N. %ransactions>Miscellaneous %ransaction Date: 'Accept default) Type: iscellaneous Receipt Item: ==;trac5 &ubinventory: ==;subinv Locator: ==B!3+B== Did the system accept this locatorI AAAAAA HhyCHhy ;otI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Duantity: ccount: &ave #3 2se the :T(L L *ey or clic* the LO# icon 4 type in K80 then clic* KOE0

R. Define another item that is under restricted locator control. If you restrict subinventories! you must define the subinventory 'ies) the item is restricted to prior to performing a transaction with this item. If you restrict an item to specific locators! you must define the subinventory 'ies)Clocator's) the item will be restricted to! prior to performing a transaction with this item. &ince you have already defined N locators for ==;subinv you can use these locator combinations to restrict your item to. Items>Master Items Item: ==;trac5Jr Description: Ite& restricted to specific subinv and pre;specified locatorB Modified by: Edgar Arroyo 18 Revision: B

:lic* on the "&pecial$ 8enu :lic* on ":opy +rom$ Template: "Purchased Item$ :lic* on the alternative region and choose "Inventory$ Locator :ontrol: Prespecified (estricted &ubinventories: Hes (estricted Locators: Hes &ave 9Q. ssign your item to &eattle 8anufacturing '89) A/: assign your category set to the new item in org 89. &ave 99. To specify which subinventories and locators item ==;trac5Jr can use in organization 89! place you cursor on org 89! and clic* the "Org ttributes$ button :lic* on the "&pecial$ 8enu :lic* on "Item &ubinventories$ Place cursor on the &ubinventory field and enter &ubinventory: ==;subinv Place cursor on the Locators field and add the following: Locator: ==B!3(B == &ave If cursor is not on a blan* line under subinventory field! place cursor on the &ubinventory field and enter &ubinventory: F1I Place cursor on the Locators field and add the following: Locator: ==B!3)B == &ave +ou have just restricted ite" XX-trac,/r to 8 s!ecific subinventory-locator co"binations for all "ove"ent and adjust"ent transactions within organi9ation Seattle Manufacturing 1M 2 9<. 2se the 8iscellaneous Transaction 8iscellaneous (eceipt to receive B units of item ==;trac5Jr Date: 'Let default to todayUs date) Type: 8iscellaneous (eceipt 'use :T(L L or "List of #alues$ icon to find value) :lic* on the "Transaction Lines$ button Item: ==;trac5Jr &ubinventory: Stores Hhat happensI H31I &ubinventory: Locator: Duantity: ccount: &ave 9B. ;ame < of the B ways you can define stoc* locators to the Oracle Inventory pplication. 9. AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Modified by: Edgar Arroyo 19 Revision: B AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA ==;subinv F 6tab7 to open fle-field 'select one of your restricted locators) % 2se the :T(L L *ey or clic* the LO# icon 4 type in K80 then clic* KOE0

<. AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA B. AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

LAB !!

Inventory Controls" Ite& Revision

9. Hhat is the default starting revision for the &eattle 8anufacturing '89) organizationI Setup>Organizations>'arameters :lic* on the alternative region: (ev! Lot! &erial &tarting (evision: AAAAAAAA %e"e"ber, this is the default revision that will be added to all ite"s you assign to the Seattle Manufacturing 1M 2 organi9ation, regardless of value for the ite" attribute ,%evision #ontrol. <. dd an item that is revision controlled! where you must specify a specific revision whenever performing a movement or ad.ustment transactions. Items>Master Items Item: ==;revision Description: Revision Controlled ite& :lic* on "&pecial$ 8enu :lic* on ":opy +rom$ Te&plate" ==;sell :lic* on " pply$ and then "Done$ &elect alternative region 4 Inventory (evision :ontrol: Enable by Lc,ec5ing. t,e revision control c,ec5bo< &ave B. ssign your new item to &eattle 8anufacturing '89) and =oston 8anufacturing '8<) organizations. T,en assign your category set to your item in both organizations. If you need help! please refer to Lab N! step B. &ave J. Define a second revision for item ==;revision Items>Master Items (e%uery item ==;revision if necessary :lic* an the "&pecial$ 8enu :lic* on "(evisions$ :lic* on the T icon to add an other revision (evision Description ,ffective Date B #nd revision $se todayMs date &ave M. 2se the 8iscellaneous Transaction! 8iscellaneous (eceipt to receive < units of item ==;revision revision A! and 9Q units of ==;revision revision B into subinventory ==;subinv Date: Type: TodayUs date 8iscellaneous (eceipt 20 Revision: B

Modified by: Edgar Arroyo

Item: (ev: &ubinventory: Duantity: ccount: &ave

==;revision A ==;subinv # 2se the :T(L L *ey or clic* the LO# icon 4 type in K80 then clic* KOE0

;ow! perform your 8iscellaneous (eceipt of 9Q units of ==;revision revision B into ==;subinv Item: ==;revision (ev: B Hhat happenedI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

Is (evision = a valid revision for this itemI AAAAAAAAAAAA Hhy C Hhy notI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA If revision = is not valid for this item! is it possible to enable itI AAAAAA 3owI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA A AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA A 0ither clear the current record and u!date the revision for ite" XX-revision" or just acce!t the default revision to co"!lete the "iscellaneous recei!t &ubinventory: Duantity: ccount: &ave LAB !# organizationI Setup>Organizations>'arameters :lic* on the alternative region "(ev! Lot! &erial$ Lot :ontrol 2ni%ueness: @eneration: <. AAAAAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAAAAA Inventory Controls" Lot Control ==;subinv !3 2se the :T(L L *ey or clic* the LO# icon 4 type in K80 then clic* KOE0

9. Hhat are the lot number uni%ueness and lot generation control options for the &eattle 8anufacturing '89)

Define an item that utilizes Lot :ontrol! and always has a shelf life e-piration date of <QQ days. Item: ==;#33 lot Description: LotNS,elf life controlled ite& Template: Purc,ased Ite& :lic* on the alternative region "Inventory$

Lot ,-piration :ontrol: &helf life days Modified by: Edgar Arroyo

21

Revision: B

&helf life days: Lot :ontrol: &tarting Prefi-: &tarting ;umber: &ave B.

#33 Full Control == 3333!

ssign your new item to &eattle 8anufacturing '89) and =oston 8anufacturing '8<) organizations. Then assign your category set to your item in both organizations. If you need help! please refer to Lab N! step B. &ave

J.

2se the 8iscellaneous Transaction form to receive <Q units of item ==;#33 lot into your subinventory Date: Type: Item: &ubinventory: ,nter Lot V: TodayMs date iscellaneous Receipt ==;#33 lot ==;subinv B33==33 AAAAAAAAAAAAAA

Has the e-piration date filed automatically populatedI

3ow does the system *now when your item0s lot will e-pireI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Is there a way to allow a user to specify the ,G :T e-piration date for a particular item if the item is lot controlledI AAAAAAA 3owI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Duantity: ccount: &ave M. (eceive another M units of item ==;#33 lot into subinventory ==;subinv- allowing the system to partially generate lot numbers for you. Item: &ubinventory: Duantity: ccount: ==;#33 lot ==;subinv ( 2se the :T(L L *ey or clic* the LO# icon 4 type in K80 then clic* KOE0 #3 2se the :T(L L *ey or clic* the LO# icon 4 type in K80 then clic* KOE0

:lic* on the "LotC&erial$ button Hith the cursor placed in the Lot field! enter Lot ;umber: ==Lot== Duantity: B Press the TAB *ey tFice Duantity: 9 Press the TAB *ey tFice Duantity: 9 :lic* on the "Done$ button &ave Notice that as you tabbed out of the lot field, the lot nu"bers that were added to the syste" were se:uential values, based u!on the settings in the organi9ation !ara"eters for" and the ite" attributes set Modified by: Edgar Arroyo 22 Revision: B

for the organi9ation ite"s, and that the first lot nu"ber generated by the syste" ca"e fro" the ite" attributes starting !refi6 and nu"ber, for your ite", XX-011 lot N. If you were complete another receiving transaction for item XX-011 lot in organization 89" what would the ne-t lot number generated by the system beI 13int: Hhat is the lot generation set to for 89I) AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA LAB !% 9. Inventory Controls : Ite& Serial nu&bers

Hhat are the serial number uni%ueness and generation control options for the &eattle 8anufacturing '89) organizationI Setup>Organizations>'arameters :lic* on the alternative region "(ev! Lot! &erial$ &erial :ontrol 2ni%ueness: AAAAAAAAAAAAAAAAAAAAA @eneration: AAAAAAAAAAAAAAAAAAAAA

<.

Define an item that is under predefined serial number control. If you do not have any system4generated serial numbers for this item! you will not be able to perform any transactions utilizing this item. Items>Master Items Item: ==;serialJp Desc: Predefined Serial /u&bers Template: ==JSell :lic* on the alternative region: Inventory &erial @eneration: Predefined &tarting Prefi-: == &tarting ;umber: 3333! &ave

B.

ssign your new item to &eattle 8anufacturing '89) and =oston 8anufacturing '8<) organizations! or your organization GG4organization9. T,en assign your category set to your item in these organizations. If you need help! please refer to Lab N! step B. &ave Define another item that is under serial number control! using the option at receipt: Item: Desc: ==;serialJr &erial numbers entered at receipt

J.

:lic* on the "&pecial$ 8enu :lic* on ":opy +rom$ Item: ==;serialJp :lic* on the alternative region: Inventory &erial @eneration: At Receipt Modified by: Edgar Arroyo 23 Revision: B

&tarting Prefi-: &tarting ;umber: &ave M.

A== 3333!

Predefine <Q serial numbers for item ==;serialJp! so you will be able to perform transactions utilizing this item. O(-2 (3" + I- )I-I%4>*E(ER %E SERI - (UM)ERS Item: ==;serialJp Duantity: #3 :lic* on the "&ubmit$ button! then K;o0 to submit another re%uest 4 8onitor your concurrent re%uest id: '+rom the 8enu! chose 3elp 7#iew my re%uests :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ button or use the single re%uest function WWWWDO ;OT proceed to step M until your concurrent re%uest has completed normallyOOO

N.

Perform a 8iscellaneous (eceipt to receive M units of item ==;serialJp and MQ units of item ==;serialJr into your subinventory %ransactions>Miscellaneous %ransaction Date: TodayMs date Type: iscellaneous Receipt &ource: 8your na&e9 ccount: 6enter account information7 :lic* on the "Transaction Lines$ button Item: &ubinventory: Duantity: ==;serialJp ==;subinv !

:lic* on the "LotX&erial$ button :lic* on the "List of #alues$ icon ':T(L L) :lic* the "+ind$ button :hoose the first available serial number :lic* on the "Done$ button dd new record OR use the :T(L and DOH; arrow *ey Item: &ubinventory: Duantity: ==;serialJp ==;subinv '

Clic5 on t,e @LotNSerialA button Oit, your cursor in t,e Serial nu&ber field- type @IA and t,en ,it t,e tab 5ey 4 and Notice how you now have a list of values i""ediately, as o!!osed to having to clic7 the ;O4 button then hit the ,$ind< button as in the !revious e6a"!le C,oose t,e first available serial nu&ber 4 Notice how the syste" calculates the ,to. serial nu"ber based u!on the transaction :uantity and the fact that the ,serial nu"ber entry "ode ,radial button. is set to =%anges< - if you wanted to enter serial nu"bers that were not se:uential, change the serial nu"ber entry "ode ,radial button. to =-ndividual<, and then you can select individual serial nu"bers. Modified by: Edgar Arroyo 24 Revision: B

:lic* on the "Done$ button &ave ;ow! perform your 8iscellaneous (eceipt to receive MQ units of item ==;serialJr Item: &ubinventory: Duantity: ==;serialJr ==;subinv #

:lic* on the "LotX&erial$ button :lic* the "Individual$ radial button &erial ;umber: ==33== &erial ;umber: ==3!== :lic* on the "Done$ button dd new record OR use the :T(L and DOH; arrow *ey Item: &ubinventory: Duantity: ==;serialJr ==;subinv '0

:lic* on the "LotX&erial$ button &erial ;umber: 3!==22 &ave Hhy didn0t you manually have to enter an account for these transactionsI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Notice that you were able to enter s!ecific serial nu"bers individually or by s!ecifying a starting nu"ber. S. #erify that the system updated your serial number statuses for item ==;serialJp and ==;serialJr On-han#" vailabilit$>Serial (umbers ==;serialJp

Item:

:lic* the "+ind$ button (eview the status for your serial numbers for item ==;serialJp ; toggle to alt region "&tatus$ and review our serial numbers you .ust received. Duery ,nter '+99) Item: ==;serialJr Duery (un ':trl +99) (eview the status for your serial numbers for item ==;serialJp ; toggle to alt region "&tatus$ and review your serial numbers you .ust received.

LAB !'

Creating Custo& Transaction Sources6Types

:reate custom transaction source types and transaction types to trac* your donations to charity. It is your companyUs practice to set aside inventory in a Kspare0 subinventory and then issue it to a local charity once year. 1ou will need to perform a "subinventory transfer$ to move the stoc* from your subinventory to the charity 'donation) subinventory! and then perform an "issue from stores$ to ship your items to the charity. 25 Revision: B

Modified by: Edgar Arroyo

Set up a neF subinventory in organi7ation troubleB <. Define a new transaction source type.

! called ==;:onate ; refer to lab !- step '- if you are ,aving

Setup>%ransactions>Source %$pes ;ame Description ==;C>ARITIES ==Ms C,arity Transactions &ave B.

#alidation Type /one

Define < new transaction types for your transaction source type ==;C>ARITIES Setup>%ransactions>%$pes 2nder atl region "User >efined$! add a < new transaction types. ;ame ==;>OL:;C>ARITH ==;ISS$E;C>ARITH &ave Description >old for C,arity Issue to C,arity &ource Inventory Inventory ction Subinventory Transfer Issue fro& stores

J. :reate < new Transaction (eason :odes to trac* all your charity movement transactions in your organization Setup>%ransactions>Reasons dd a record ;ame Description ==;:O/ATIO/ :onate to C,arity ==;C>ARITH;>OL: >old for C,arity &ave M. 1ou .ust received a call from your supervisor informing you that the company is going to donate 9 item to charity. 2se the &ubinventory Transfer transaction to transfer 9 unit of item ==;ite& from your subinventory into the subinventory ==;:onate. %ransactions>Subinventor$ %ransfer Date: TodayUs date Type: ==;>OL:;C>ARITH &ource: 'your name) :lic* on the "Transaction Lines$ button Item: ==;ite& &ubinventory: ==;subinv To &ubinv: ==;:onate Duantity: ! (eason: ==;C>ARITH;>OL: &ave M. ;ow! perform your issue to a charity. %ransactions> Miscellaneous %ransaction Date: Type: &ource: TodayMs date ==;ISS$E;C>ARITH 1oodFill

:lic* on the "Transaction Lines$ button Item: ==;ite& &ubinventory: ==;:onate Duantity: ! Modified by: Edgar Arroyo 26 Revision: B

ccount: (eason: &ave LAB !(

2se the :T(L L *ey or clic* the LO# icon 4 type in K80 then clic* KOE0 ==;:O/ATIO/

Perfor&ing Inventory Transactions

9. Perform a 8iscellaneous Transaction to receive S different items into your subinventory. If you are having
problems! refer to one of the previous labs 'lab 9Q thru 9J) 'This will be in Date: Type: &ource: ccount: Item GG4Item GG4<QQ lot GG4serialAr GG4trac* GG4<QQ lot GG4trac*Ar GG4serialAp preparation of our Physical Inventory and :ycle :ount labs) TodayUs date 8iscellaneous (eceipt 'your name) 6enter account information7 &ubinventory ==;subinv ==;subinv ==;subinv ==;subinv ==;subinv ==;subinv ==;subinv Loc Lot III III III III III III &erial Dty 9Q 9M 9 9Q < 9Q B

If you cannot find an item listed above! then simply select another classmates similar item ',g. If you cannot find 3%;serialJr- then loo* for 3#;serialJr or 3';serialJr). I8PO(T ;T 4 when you save your S transaction lines watch for missing inventory controls such as missing lots! serial number! locators. 'C$RSOR is nor&ally placed on line in error after a save is perfor&ed). Provide the additional information re%uired to complete transaction processing. &ave <. The =oston 8anufacturing '8<) has .ust notified you that it is short 9Q pieces of ==;ite&. &ince you have already received MQQ into your subinventory in 89! use the Inter4organization Transfer to send 9Q of them to =oston 8anufacturing. %ransactions>Inter-organization %ransfer Date: To Org: Type: :ontainers: &ource: &hipment ;umber: ,-pected (eceipt Date: TodayMs date Boston anufacturing Inventory intransit s,ip&ent ! 8your na&e9 ==222 Today.s :ate

:lic* on UUTransaction Lines$ button Item: ==;ite& :an you use this itemI HhyCHhy ;otI JJJJJJJJJJ

JJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJ :lear the current Inter4organization Transfer information and return to the ;avigator! from the master items window! assign item ==;ite& to 8<4 =oston 8anufacturing Modified by: Edgar Arroyo 27 Revision: B

B.

2se the Inter4organization Transfer to send 9Q units of ==;ite& to =oston 8anufacturing. %ransactions>Inter-organization %ransfer Date: To Org: Type: :ontainers: &ource: &hipment: ,-pected (eceipt Date: &ubinventory: To &ubinventory: Tab to Duantity: TodayMs date Boston anufacturing Inventory intransit s,ip&ent ! 8your na&e9 ==222 Today.s :ate

==;subinv Stores !3 AAAAAAAAAAAAAAA AAAAAAAAAAAAAAA AAAAAAAAAAAAAAA

Hill there be any transfer chargesI Hhat will they beI Is the information correctI &ave J.

The Inventory 8anager in =oston 8anufacturing has been notified that the intransit shipment has arrived. :hange organizations to =oston 8anufacturing and do a receipt transaction for shipment number ==2222B C,ange organi7ation ; RP :lic* on the ":hange Organization$ button! then :lic* on =oston 8anufacturing '8<)! then :lic* o* :lose windows and return to the ;avigator. (eceive the intransit shipment for =oston 8anufacturing. %ransactions>Receiving>Receipts :lic* on the &hipment ;umber and enter ==222 :lic* on the "+ind$ button :lose the (eceipt 3eader Hindow after it is returned :lic* on the c,ec5 bo< to the far left 'in front of the %uantity field) for your interorg transfer. :hange the %uantity field to !3 'If need be) &ave

M.

Deliver the shipment GGRRR to =oston 8anufacturing! subinventory Stores. %ransactions>Receiving>Receiving %ransactions :lic* on the "+ind$ button :lic* on the c,ec5 bo< in front of the %uantity field and then tab to verify subinventory> Stores &ave

N.

#erify your receiving transaction by viewing the transactions %ransactions>Receiving>+ie5 Receiving %ransactions 1ou can use either of the following fields to limit your search! or any combination you wish: &ource Type: Internal &upplier: Seattle anufacturing 8 !9 &hipment ;umber: ==222 Item: ==;ite&

Modified by: Edgar Arroyo

28

Revision: B

Is you receipt listedI S.

AAAAAAAAAAAA

#erify your On 3and Duantity is available for transactions. On-han#" vailabilit$>On-han# .uantities ==;ite& Stores AAAAAAAAAAA Dty AAAAAAAAAAAA

Item: &ubinventory:

:lic* on the "+ind$ button Is you On hand Duantity correctI LAB !) Return

aterial Aut,ori7ations 8R A.s9

,nsure you are in organization &eattle 8anufacturing ? 89 9. (eceive an (8 %ransactions>Receiving> Returns &elect ":ustomer$ T = :lic* on the "+ind$ button (8 ;umber: &elect (8 ;umber from List of #alues 'LO#) <. (eceive the inspected %uantity into inventory %ransactions> Receiving> Returns :lic* on "+ind$ =utton (8 ;umber 'List of #alues :T(L L or enter your (8 number) :lic* on the "Transaction Lines$ button Line number: 'List of #alues :T(L L or enter your (8 number) &ubinventory: 3!;Subinv Duantity: 'enter %uantity you Inspected) (eason: :O8Pdamage If you receive the message: "The currently entered (8 %uantity receipt %uantity is greater than the total (8 %uantity - Yust clic* OE 4 1O2 are allowed to over4receive (8 0s) &ave LAB !+ Receiving Transactions

9. 1ou will be doing one PO receiving transaction/ a "&tandard$ receipt! which re%uires a receipt to be entered
into the system before items can actually be placed 'received) into inventory. :hange organizations to &eattle 8anufacturing '89) and perform the receipt transaction. %ransactionsCReceivingCReceipts Purchase Order: 23== :lic* on the "+ind$ button :lose the "(eceipt 3eaderUU window :lic* on the c,ec5 bo<! which is left of the Duantity field Tab to the &ubinventory field: Stores &ave <. The &tandard PO line is now ready to be delivered to Stores subinventory. 29 Revision: B

Modified by: Edgar Arroyo

%ransactions>Receiving>Receiving %ransactions &ource Type: Purchase Order: Supplier 23==

:lic* on the "+ind$ button :lic* on the :hec* bo- left of the %uantity field. Tab to subinventory: Stores &ave B. :hec* the results of your transactions by viewing the transaction history and then verify the on hand %uantities. %ransactions>Material %ransactions ccept the default dates Tab to the subinventory field and enter: Stores :lic* on the "+ind$ button The first view is of the location information. :lic* on the alternative region: "Transaction Type$ Hhat does the source field representI AAAAAAAAAAAAAAAAAAAAAAAAAAAA Does it change for different types of transactionsI AAAAAAAAAAAAAAA On-han#" vailabilit$>On-han# .uantities Item: AS!02'+ &ubinventory: Stores :lic* on the "+ind$ button Is the %ty correctI AAAAAAAAAA If you had not delivered your standard line into a subinventory! would you be able to view the on hand %uantity hereI AAAAAAAAAAAA HhyI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Hhat menu path would you use to find receiving transactionsI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Lab !0 9. BC Analysis

Define B =: classes to use for your =: compilation. ' 0nsure you are in organi9ation M ) )C Co#es> )C Classes :lic* on the T icon to add a new class! OR use the down *ey to get to the first blan* line! or use the mouse and place your cursor on the first blan*

line :lass ;ame: Description: ==;Class A y class A ite&s

:lic* on the T icon to add a new class! or use the down *ey to get to the ne-t blan* line :lass ;ame: ==;Class B Description: y class B ite&s :lic* on the T icon to add a new class! or use the down *ey to get to the ne-t blan* line :lass ;ame: ==;Class C Description: y class C ite&s &ave Modified by: Edgar Arroyo 30 Revision: B

<.

K(an*0 or se%uence the items in your subinventory by =current on hand :uantity< )C Co#es> )C Compiles :lic* on the ";ew$ button ;ame: ==;CO PILE Description: ==Ms Co&pile :ontent &cope: Subinventory &ubinventory: ==;subinv #aluation &cope: Subinventory :riterion: Current on ,and Puantity :ost type: Fro7en :lic* on the ":ompile$ button :lic* on the "OE$ button for the caution pop up bo-: PP4QM<QR: :oncurrent re%uest ----- submitted Q Q PRI/T CO PILE RES$LTS ;;; HES Q :lic* on the "OE$ button for the caution pop up bo-: PP4QM<QR: :oncurrent re%uest ----- submitted :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ button ,nsure re%uest " =: D,&:,;DI;@ # L2, (,PO(T$ completes with a status of K;ormal0: :lic* on the "#iew Output$ button to view the " =: Descending #alue (eport$ ,-it file Notice the se:uence nu"bers that have been assigned to each ite". /hese se:uence nu"bers generated are based u!on the co"!ile o!tions you chose - =current on hand :uantity< and s!ecific subinventory. /he lowest se:uence nu"ber 1 2 has been assigned to the ite" in your subinventory the highest on hand :uantity, and the highest se:uence nu"ber 162 has been assigned to the ite" in your subinventory with the lowest on hand :uantity. /his co"!ile will then be used to assign your ite"s to s!ecific ?B# class within an ?B# grou! you will be defining.

with

:lose all windows and return to the ;avigator B. :reate an =: group for your ==;CO PILE ! assign your =: classes to this group! and then assign your items to your =: classes. This =: group will automatically have all items that were compiled by the system when you generated your =: compile because you are lin*ing your =: group to your compile. )C Co#es> )C ssignment *roups :lic* on the T icon to add a new group name @roup ;ame :ompile ;ame ==;1RO$P ==;CO PILE &ave ':trl &) 4 Note: Ma7e sure the cursor is highlighting +OU% new grou! na"e before !roceeding :lic* on the "@roup :lasses$ button to add your =: classes to your group Priority :lass ;ame ! ==;Class A # ==;Class B % ==;Class C &ave ':trl &) :lose window =: group class ssignments window.

Modified by: Edgar Arroyo

31

Revision: B

:lic* on the " ssign Items$ button to assign items within your compile to the specific =: classes you lin*ed to your =: group. :lass &e% ==;Class A # ==;Class B % ==;Class C K Hhat was the se%uence number assigned to ==;Class CK Hhy was this se%uence number assigned to ==;Class CK AAAAAAAAAA

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA re there other ways 'besides assigning se%uence numbers to =: classes) to assign items from an =: compile to an =: groupI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA &ave :oncurrent program "Define =: ssignments$ is then initiated 4 wait until this re%uest completes normally before proceeding. :oncurrent re%uest id AAAAAAAAAAAAAAAA :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ button or use single re%uest and enter your re%uest id Hhen the re%uest Define =: assignments completes normally! close the =: ssign Items window and re:uery your ?B# ?ssign"ent grou! :lic* on the "2pdate items$ button to change the system generated item4class assignments! beacuse you would li*e to can change one of the items assigned to :lass to :lass = 3ighlight the item you wish to change classes for! and simply update the class by entering a new value or by using the LO# icon to select a new class 'while your cursor is in the class field) &ave Lab !2 1 Cycle Counting

Define a cycle count header and initialize it with the =: compile group! ==;1RO$P ,nable unscheduled entries. pprove out of tolerances only and choose the daily option for running the utomatic &cheduler. Counting>C$cle Counting>C$cle Counts

:lic* on the ";ew$ button ;ame: ==;CHCLE;CO$/T Description: ==Ms Cycle Count d.ustment ccount: 2se the :T(L L *ey or clic* the LO# icon 4 type in KP,0 then clic* KOE0 :ount &ubinventories: Specific &ubinventory: ==;subinv lternative (egion: :ontrol! &cope Late Days: ! 2nscheduled ,ntries: Hes Display &ystem Dty: Hes utomatic (ecounts: Clic5 t,e c,ec5 bo< ; 8a-imum: ! lternative (egion: &erial :ontrol! &chedule &erial :ontrol Option ultiple Per RePuest uto &chedule: Clic5 t,e c,ec5 bo< Modified by: Edgar Arroyo 32 Revision: B

+re%uency: :aily :ount Zero Duantity: Clic5 t,e c,ec5 bo< &ave ':trl &) lternative (egion: d.ustments! =: pproval (e%uired: If out of Tolerance Dty (I (I d.ust. #alue ( ( 3itX8iss !3I !3I =: Initialization @roup: ==;1RO$P Option: 8Re9 Initiali7e &ave ':trl &) Hrite down your concurrent re%uest id AAAAAAAAAAAAAAAAAA 'OE) :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ or use the single re%uest option Hhen your concurrent re%uest id has completed with a status of ;ormal! close the re%uest window and continue to the ne-t step O,ile t,e Cycle Count ,eader for& is displayed- rePuery your cycle count you Rust created <. 2pdate your cycle count with your =: classes :lic* on ":lasses$ button! and update your counts per year for each class ;ame ==4Class A ==;Class B ==;Class C &ave J. :ounts per year ##( +( (3 pproval #arianceXDuantity F #

Initiate the cycle counting functionality for your cycle count! so you can begin performing daily cycle counts. :lic* on "&pecial$ 8enu &elect "Perform +ull :ycle :ount$ 4 This is a re%uest set composed of B concurrent programs. :lic* on the Parameters field for eac, rePuest to get the popup window for parameter inputs ;ame Parameters @en. uto&ched :ycle ;ame: ==;CHCLE;CO$/T @en. :ycle:ount(eg. :ycle ;ame: ==;CHCLE;CO$/T :ycle :ount Listing :ycle ;ame: ==;CHCLE;CO$/T Ensure t,at you c,ec5 t,e Lsave. bo< for t,is report O/LHB :lic* on the "&ubmit$ button! then clic* no to submit another re%uest :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ or use the single re%uest option Hhen the program name :1:L, :O2;T LI&TI;@ has completed normally! then

:lic* on the "#iew Output$ button The #+#;0 #OUN/ ;-S/-N@ contains items that must be counted within 9 day of the scheduler being run! due to you setting the Late Days option to 9.

Modified by: Edgar Arroyo

33

Revision: B

;ote: If you have data on the output of the report you have successfully generated an U utomatic :ycle :ountU process. If the previous step was successful! close all windows and return to the ;avigator. If not! please as* for assistance. M. ,nter cycle count entries for your cycle count! ==;CHCLE;CO$/T 'Aee! the :uantities reasonable) Counting>C$cle Counting>C$cle Count Entries :ycle :ount: ==;CHCLE;CO$/T :lic* on the "+ind$ button +ind all open count re%uests > HES ,nter %uantities: 8/ote" if you c,ange t,e region to @AdRust&entsA you can see t,e syste& generated PuantityB9 ,nter several counts out of tolerance and ma*e the rest of the counts entered match the system %uantity. +or counts entered that are Kout of tolerance0! enter at least one count that will allow the system to bypass the tolerance %ty at the header level! but not the :lass ' ) level 'item classes are shown on lower portion of the cycle count entries screen) 'ie..if system %uantity>MQ! then enter count %ty of MJ/ this %uantity variance will pass the header level tolerance of T or 4MF! but not the class tolerance of T or 4<F. +or serial items that appear on your cycle count! after entering a count for that item! clic* the K&erial0 button and clic* the " ll Present$ button if you do not want to perform an ad.ustment! otherwise! 6unclic,7 the present chec*bo- 'to enter an ad.ustment) If you do not clic* the "&erial$ button prior to moving from the count field! a pop up not will appear informing you to "Please enter the serial number details for this re%uest$ Once you have entered a count for each item on the cycle count entries form! &ave ':trl &) :lic* then "O*$ button when the note " d.ustments processed$ window appears. N. pprove! re.ect or recount your cycle count entries for your cycle count/ GG;CHCLE;CO$/T Counting>C$cle Counting> pprove Counts :ycle :ount: ==;CHCLE;CO$/T

:lic* on "+ind$ button Duery counts pending approval onlyI /O Notice counts that were entered which "atched syste" :uantities are tagged as =a!!roved< and that counts that are =out of tolerance< are auto"atically set to a status of =recount<. -f a count is within tolerance but not the sa"e :uantity that the syste" has, then status of the adjust"ent is a!!roved due to the cycle count o!tion for a!!roval being set to =-f out of tolerance< - -f you set this o!tion to =?lways<, then each count within tolerance but not the sa"e :uantity as the syste", you would either need to a!!rove, reject or recount the ite" 1if recounts were allowed2. -f you do not have any counts with an a!!roval status of ,recount., then you do not have to !erfor" ste!s B and C of this lab.. S. (ecount any of your cycle count items that have a status of Krecounted0 Counting>C$cle Counting>C$cle Count Entries :ycle :ount: ==;CHCLE;CO$/T :lic* on the "+ind$ button +ind all open count re%uests > HES ,nter %uantities: &ave Modified by: Edgar Arroyo 34 Revision: B

L.

pprove! re.ect or recount your cycle count entries for your cycle count/ ==;CHCLE;CO$/T Counting>C$cle Counting> pprove Counts :ycle :ount: ==;CHCLE;CO$/T

:lic* on "+ind$ button Duery counts pending approval onlyI /O Notice the counts just entered for recount have the a!!roval o!tion set to =None<. /his is doing to the fact that auto"atic recounts were enabled for your cycle count, and the "a6i"u" nu"ber of recounts was set to . -f you had entered 0 for the "a6i"u" nu"ber of recounts, then the action for ,recounted ite"s. that were recounted and still not with tolerances would still be set to ,%ecount< 1until "a6i"u" nu"ber for recounts is reached2 LAB #3 P,ysical Inventories

:hange organizations to &eattle 8anufacturing '89) I8 Define a physical inventory to count LL items within your subinvnetory. Counting>'h$sical Inventor$>'h$sical Inventories :lic* on ";ew$ button ;ame: Description: Date: pproval region ==;PI ==Ms PI TodayMs date

(e%uired: If out of tolerance Tolerances Dty ( ( #alue !3 !3 :ount &ubinventories :lic* "&pecific$ '&ubinventory) ==;subinv

" llow Dynamic Tags$ should be chec*ed 1es :lic* on "&napshotU button concurrent re%uest id AAAAAAAAAAAAAAAAAA :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ or use the single re%uest option Hhen your "+reeze physical inventory$ re%uest has completed with a status of ;ormal! close the re%uest window and return to the ;avigator. <. @enerate both blan* and default tags for physical inventory ==;PI. Blan7 tag infor"ation Counting>'h$sical Inventor$>%ag *eneration ;ame: ==; PI Tag Type: Blan5 &tarting tag: ==333! ;umber of tags" % Modified by: Edgar Arroyo 35 Revision: B

;otice how the ending tag number is automatically generated based upon the number of tags re%uested. Hrite down your ending tag nu"ber. ,nding tag number: AAAAAAAAAAAAAAA :lic* on the "@enerate$ button :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ or use the single re%uest option Hhen the program name @,;,( T, P31&I: L I;#,;TO(1 T @& has completed normally! generate your default tag information >efault tag infor"ation ;ame: ==; PI Tag Type: Blan5 &tarting tag: This information should already be displayed - If not! then enter your ending tag number T9 - 'eg. If your ending tag number was GGQQQJ! then enter GGQQQM) Digit Increment " this information should also default 4 if not enter 33!!!! If above information defaulted correctly! then you should simply have to place your cursor in the "&tarting Tag number field and then hit the "Tab$ to allow system to complete the default information :lic* on the "@enerate$ button :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ or use the single re%uest option Hhen the program name @,;,( T, P31&I: L I;#,;TO(1 T @& has completed normally! proceed the ne-t step. ,nter tag counts for physical inventory GG4PI. Counting>'h$sical Inventor$>%ag Counts ;ame: ==;PI :lic* on the "+ind$ button Duery all e-isting tags: HES 1our blan* tags will be displayed first. +or your first blan* tag! enter the following information for an item you found in your subinventory! but that was not accounted for when the snapshot was ta*en. Item: AS!333! &ubinventory ==;subinv Dty: !33 &ince this was the only item you found in your subinventory that was not included in the snapshot! void the remaining < blan* tags: #OID: C,ec5 bo< ,nter %uantities for all your remaining tags! entering any count you wish. &ave J (un the Physical inventory missing tag listing Reports> )C an# Counting &ingle re%uest :lic* O* (e%uest ;ame: P,ysical Inventory ;ame: ==;PI Modified by: Edgar Arroyo 36

to B.

issing Tag Listings Revision: B

Once the re%uest has completed! verify on the report output that you see: Nu"ber of Missing /ags: ' :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ or use the single re%uest option 3ighlight your re%uest! and :lic* on the "#iew (eport$ button to ensure you see Nu"ber of Missing /ags: ' M pprove all of the ad.ustments Counting>'h$sical Inventor$> pprove ;ame: ==;PI :lic* on "+ind$ button Duery out of tolerance ad.ustments onlyI HES 9) 1ou 82&T approve! re.ect or void ,#,(1 tag <) 1ou should always run the Physical Inventory d.ustment (,PO(T before running the ad.ustments program to be assured that every thing loo*s reasonable. :lic* on " pprove ll$ button N. Launch the ad.ustments program: Counting>'h$sical Inventor$ >'h$sical Inventories Duery your physical inventory. Hith your cursor on your physical inventory! :lic* on the "&pecial$ 8enu :lic* on "Launch d.ustments$ ccount: 2se the :T(L L *ey or clic* the LO# icon 4 type in KPh0 then clic* KOE0 #9ustments

:lic* on "Launch d.ustments$

Lab #! 9.

#nd :ay Cycle Counting

1our manager has .ust notified you that you will need to count a new item daily. 8anually add that item to your :ycle :ount! which was not included in your original =: compile! and place that item in the control group. /his additional count is considered a Manual entry, not an unscheduled entry. Counting>C$cle Counting>C$cle Counts Duery enter '+99) Eey in: ==I Duery run ':trl +99) :lic* on the "Open$ button :lic* on the "Items$ button :lic* on the T icon to add a new class! OR :lic* on ",dit$! and &elect K;ew record0

Modified by: Edgar Arroyo

37

Revision: B

:lass: ==;Class A Item: AS!333! :ontrol @roup: C,ec5 Bo< &ave <. ;ow initiate the cycle counting 'autoscheduler) for Day < of your cycle count. :lic* on "&pecial$ 8enu &elect "Perform +ull :ycle :ount$ 4 ;ame Parameters @en. uto&ched :ycle ;ame: ==;CHCLE;CO$/T @en. :ycle:ount(eg. :ycle ;ame: ==;CHCLE;CO$/T :ycle :ount Listing :ycle ;ame: ==;CHCLE;CO$/T Ensure t,at you c,ec5 t,e Lsave. bo< for t,is report O/LHB :lic* on the "&ubmit$ button! then clic* no to submit another re%uest :lic* on the "3elp$ 8enu :lic* on "#iew my re%uests$ :lic* on the "+ind$ or use the single re%uest option Hhen the program name :1:L, :O2;T LI&TI;@ has completed normally :lic* on the "#iew Output$ button to see what items need to be counted. ;ote: If you do not have data on the output of the report! please as* for assistance. B. ,nter several preapproved cycle count entries and then enter the remainder of your items to be counted for your cycle count! ==;CHCLE;CO$/T . Drea!!roved counts are not subject to any cycle count tolerances establishedE whatever count :ty is entered on the cycle count entry for" is auto"atically a!!roved. Counting>C$cle Counting>C$cle Count :ycle :ount: ==;CHCLE;CO$/T

:lic* on the "&pecial$ 8enu &elect ,nter Preapproved :ounts ,nter a count for one of your items that is unreasonable 4 If your system %uantity is MQQ! then enter in a count %uantity of MQ!QQQ. &ave ':trl &) :lose the :ycle :ount ,ntries form. J. (eview the pproval action of the count you .ust entered. :lic* on the " pprovals$ button ;otice the pproval ction for this item is K pproved0 even though the count %uantity entered e-ceeded the cycle count tolerances established. This was a preapproved count :lose the :ycle :ount pprovals form. M. ,nter the remaining count %uantities for your items. :lic* on the ":ounts$ button 8/ote" if you c,ange t,e region to @AdRust&entsA you can see t,e syste& generated PuantityB9 ,nter you count %uantities for your items. Modified by: Edgar Arroyo 38 Revision: B

+or serial items that appear on your cycle count! after entering a count for that item! clic* the K&erial0 button and clic* the " ll Present$ button if you do not want to perform an ad.ustment! otherwise! Kun clic*0 the present chec*bo- 'to enter an ad.ustment) If you do not clic* the "&erial$ button prior to moving from the count field! a pop up not will appear informing you to "Please enter the serial number details for this re%uest$ Once you have entered a count for each item on the cycle count entries form &ave :lic* "OE$ button for d.ustments processed window B. pprove! re.ect or recount your cycle count entries for your cycle count/ GG;CHCLE;CO$/T Counting>C$cle Counting> pprove Counts :ycle :ount: ==;CHCLE;CO$/T

:lic* on "+ind$ button Duery counts pending approval onlyI /O If you do not have any counts that have a status of recount! then s*ip the step J and step M J. (ecount any of your cycle count items that have a status of Krecounted0 Counting>C$cle Counting>C$cle Count Entries :ycle :ount: ==;CHCLE;CO$/T :lic* on the "+ind$ button +ind all open count re%uests > HES ,nter %uantities: &ave M. pprove! re.ect or recount your cycle count entries for your cycle count/ GG;CHCLE;CO$/T Counting>C$cle Counting> pprove Counts :ycle :ount: ==;CHCLE;CO$/T

:lic* on "+ind$ button Duery counts pending approval onlyI /O ;otice the counts .ust entered for recount have the approval option set to ";one$. This is due to the fact that automatic recounts were enabled for your cycle count! and the ma-imum number of recounts was set to 9. If you had entered # for the ma-imum number of recounts! then the action for Krecounted items0 that were recounted and still not with tolerances would still be set to K(ecount$ 'until ma-imum number for recounts is reached) LAB ## 9. Forecast and Forecast Sets

Define an item! which will have a general planning method of reorder point planning. ,nter the appropriate item attributes! which enable the ,OD and reorder points to be calculated. 'Planning method! lead times! order cost! carrying cost) Item: Desc: Items>Master Items ==;reorder For testing reorder point planning

:lic* on the "&pecial$ 8enu :lic* on ":opy +rom$ Template: Purchase Item :lic* on " pply$ and "Done$ Modified by: Edgar Arroyo 39 Revision: B

:lic* on the alternative region: "@eneral Planning$ Inventory Planning 8ethod > "Reorder Point$ 'pop list) :ost: Order>) 'fi-ed dollar amount to place the order regardless of %uantity) :arrying>B !( 'the annual carrying cost to stoc* one unit of the item) &ource Type: Supplier :lic* on the alternative region " PSN RP$ ,nsure that planning method is set to: ";ot Planned$ +orecast :ontrol: /one :lic* on the alternative region "Lead Ti&es$ Preprocessing Leadtime: ! 'number of days re%uired to place a purchase order) Processing Leadtime: ! 'number of days to procure the item) Postprocessing Leadtime: ! 'number of days to deliver a "Purchased Item$ into inventory) &ave ssign to &eattle 8anufacturing '89) and =oston 8anufacturing '8<) organizations. T,en assign your category set to the new item in both organizations. &ave <. :reate a +orecast (ule to use when you generate your +orecast in step M. Setup>Rules>:orecast ;ame: Description: =uc*et Type: Include &ales Order shipments: Issues to HIP: 8iscellaneous Issues: Inter4org Transfers: +orecast: &ave B. 8anually load the safety stoc* %uantity for item ==;reorder 'lanning>Safet$ Stoc,s :lic* on ";ew$ button Default Item: ,ffective Date: Duantity: &ave J. :reate a forecast and forecast set! which will be used by the reorder point4planning lab to calculate the ,OD for your reorder point planned item. 'lanning>:orecast>Sets dd a forecast set +orecast &et: ==;FC;SET Desc: ==Ms FCSET =uc*et type: Oee5s Level: Ite& :onsume: Hes Modified by: Edgar Arroyo ==;reorder Today.s :ate !33

==; H Rule y forecasting rule Oee5s :hec* bo< :o /OT C,ec5 bo< C,ec5 bo< C,ec5 bo< Focus

40

Revision: B

Outlier 2pdate: =ac*ward Days: +orward Days: &ave +orecast ==;FC &ave

!33I % % Description ==.s Forecast

:lic* on the "+orecast Items$ button Item: ==;reorder 'rest of information will default)

';ote: 1ou should receive a pop up note bo-: Harning: This item is not planned Yust clic* o* 4 This warning message is letting the user *now that the item is ;OT 8(P or 8P& planned. 1ou can still plan for this item using (eorder Point Planning. :lic* on "Detail$ button =uc*et Date Oee5s 8defaulted9 ,nd Date TodayMs date ;o. of =uc*ets :urrent % &oB fro& today 8accept default9 Original %33

Hhat happened when you tried to put in today0s dateI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA HhyI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA &ave M. @enerate your forecast. 'lanning>:orecasts>*enerate +orecast ;ame: ==;FC +orecast (ule: ==; H Rule &election: Specific Inventory Ite& Item: ==;reorder :ategory &et: ==;SET &pecific :ategory: 8blan59 Overwrite: All entries &tart Date: Accept default :utoff Date: Accept default :lic* on "&ubmit re%uest$ button This forecast will be used for the (eorder Point lab. J. Hhat are the two types of forecasts Oracle Inventory can generate for youI AAAAAAAAAAAAAAAAAAAAAAA LAB #% 9. AAAAAAAAAAAAAAAAAAAAAAA Reorder Point Planning

(un the (eorder Point Planning report to see if its time to replenish item ==;reorder 41 Revision: B

Modified by: Edgar Arroyo

'lanning>Reor#er 'oint 'lanning P ( 8,T,(&: Item selection: (estoc*: +orecast: 9st &ort: :ategory &et: Ite&s under reorder point /o ==;FC Category ==;SET

/ote" accept all ot,er default para&eters :lic* on "OE$ button :lic* on the "&ubmit (e%uest$ button Hrite down the concurrent re%uest id AAAAAAAAAAAAAAAAAAAA clic* ";o$ :lic* on the "3elp$ 8enu :lic* on "#iew my re%uest$ :lic* on the "+ind$ or use the single re%uest option Hhen the program "(eorder Point planning$ has completed with a status of ;ormal :lic* on the "#iew Output$ button to view your report If there is no data on the report output! when assigning item GG4reorder to your child organization! did you also add your category set and category code combination that was used as an input parameter for the (OP reportI Has the item attribute under @eneral Planning for planning method set to "(eorder Point Planning$I Has the item attribute under 8P&X8(P Planning for planning method set to ";one$ I If there is no data on the report output! as* for assistance before proceeding to ne-t step. <. ;ow! perform a 8iscellaneous (eceipt transaction in organization 89 for item ==;reorder for a %uantity of MQ! and then rerun the (OP report again. '2se the same input parameters used when first running the report) If you need help performing a miscellaneous transaction! see labs R thru 9J. Did the reorder %ty changeI AAAAAAAA Is the value correctI AAAAAAAA H31CH31 ;OTI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA LAB #' in; a< Planning Dty AAAAAAA

9. Define an item! which will be min4ma-! planned. &et appropriate values to allow running the minXma- report for either the whole organization or for specific subinventories/ ==;subinv and F1IB Items>Master Items Item: Desc: ==;&in&a< For testing &inN&a< planning report

:lic* on the "&pecial$ 8enu Te&plate" ==;sell :lic* on " pply$ and "Done$ Modified by: Edgar Arroyo 42 Revision: B

:lic* on the alternative region "@eneral Planning$ Inventory planning 8ethod "8in48a-$ 'pop list) 8in48a- %uantities: 8inimum: (3 8a-imum: (33 Order Duantity 8inimum: (3 8a-imum: #(3 :ost Order: ( :arrying: ( &ource: Supplier +i-ed Order Duantity: (3 :lic* on the alternative region " PSN RP$ Planning method: /ot Planned +orecast :ontrol: /one Pegging: /one :lic* on the alternative region "Lead Ti&es$ Preprocessing Leadtime: ! 'number of days re%uired to place a purchase order) Processing Leadtime: ! 'number of days to procure the item) Postprocessing Leadtime: ! 'number of days to deliver a "Purchased Item$ into inventory) &ave <. ssign to &eattle 8anufacturing '89). Hhen the organizations items form is returned! notice all item attribute values entered at the master level default to the child org 4these item attribute values at the organization level are use# 5hen running the min;ma< for the entire organization ) Then assign your category set to your item in &eattle 8anufacturing. ,ither do this from the master organization! then from the special menu! organization assignment! org attributes button! and when the organization items form appears! use the special menu! item categories/ O( use the organization items form! then the special menu! item categories! OR use the category sets form! ssign button. nd assign your category set to both organization items. If you need help! please as*. &ave If you >AEE /OT assigned your category set to item ==;&in&a< from the organization window within the master items form! then navigate to the organization items window 'Items7Organization Items) and perform step B. If you have assigned you category set to item ==;&in&a< from the organization window within the master items form! :O /OT close the Organization ssignment window! continue on. :lic* on the "Org ttributes$ button 'ensure your cursor is on the correct organization '89) prior to do this) B. ,stablish min4ma- parameters for running the report by subinventor$. :lic* on the "&pecial$ 8enu :lic* on "Item &ubinventories$ &ubinventory ==;subinv 8in48a- Planning Hes #( 8in Dty (33 43 8a- Dty

Modified by: Edgar Arroyo

Revision: B

:lic* on the alternative region "&ourcingUU Type: Supplier 'pop list) :lic* on the alternative region "Lead TimesUU Preprocessing Leadtime: ! Processing Leadtime: ! Postprocessing Leadtime: ! &ubinventory F1I 8in48a- Planning Hes 8in Dty !33 8a- Dty #(3

:lic* on the alternative region "&ourcingUU Type: Supplier 'pop list) :lic* on the alternative region "Lead TimesUU Preprocessing Leadtime: ! Processing Leadtime: ! Postprocessing Leadtime: ! &ave ;ote: these values entere# at the subinventor$ level are use# 5hen running the min;ma< for the specific organization;subinventor$ specifie#) :lose all windows and return to the ;avigator. J. (un the 8in48a- Planning report to see if it is time to replenish item ==;&in&a< in ==;subinv 'lanning>Min-Ma< 'lanning Planning Level: &ubinventory: Item &elect: :ategory &et: (estoc*: Subinventory ==;subinv Ite&s under &ini&u& Puantity ==;SET /o

8/ote" accept all ot,er default values9 :lic* on the "OE$ button :lic* on the "&ubmit (e%uest$ button 4 clic* ";o$ :lic* on the "3elp$ 8enu :lic* on "#iew my re%uest$ :lic* on the "+ind$ or use the single re%uest option Hhen the program "8inC8a- Planning$ has completed with a status of ;ormal :lic* on the "#iew Output$ button to view your report Is there a suggested reorder %uantity on the report output for your itemI 3ow 8uchI AAAAAAAA Is the %uantity correctI AAAAAAAA H31CH31 ;OTI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA M. ;ow! perform a 8iscellaneous (eceipt transaction in organization 89 for item ==;&in&a<- subinventory F1I a %uantity of SM! and then rerun the min4ma- report again for specific subinventory. If you need help performing the transaction! see labs R thru 9J. Modified by: Edgar Arroyo 44 Revision: B AAAAAAAAA

'+or the report! use the same input parameters used in step J! e-cept change subinventory ==;subinv to 'subinventory F1I) Is there a suggested reorder %uantity on the report output for your itemI 3ow 8uchI AAAAAAAA Is the %uantity correctI AAAAAAAA H31CH31 ;OTI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA N. (un the min4ma- for the entire organization to see if there are any items that need to be replenished. 'lanning>Min-Ma< 'lanning Planning Level: Organi7ation Item &elect: Ite&s under &ini&u& Puantity :ategory &et: ==;SET (estoc*: /o 8/ote" accept all ot,er default values9 Is there a suggested reorder %uantity on the report output for your itemI 3ow 8uchI AAAAAAAA Is the %uantity correctI AAAAAAAA AAAAAAAAA AAAAAAAAA

H31CH31 ;OTI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA S. (o5" perform a Miscellaneous Issue transaction in organization 89 for item ==;&in&a<- subinventory F1I for a %uantity of BQ! and then rerun the min4ma- report again for the entire organization. '2se the same input parameters used in step N of this lab. Is there a suggested reorder %uantity on the report output for your itemI 3ow 8uchI AAAAAAAA Is the %uantity correctI AAAAAAAA H31CH31 ;OTI AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA L. ;ow! rerun the min4ma- report again for the entire organization! allowing the system to generate re%uisitions or purchase orders. Planning Level: Organi7ation Item &elect: Ite&s under &ini&u& Puantity :ategory &et: ==;SET (estoc*: Hes 8/ote" accept all ot,er default values9 At t,is point- please do not continue to t,e ne<t step until all rePuisitions ,ave been i&ported into t,e Purc,asing &oduleB R. ;ow! rerun the min4ma- report again for the entire organization Planning Level: Item &elect: :ategory &et: (estoc*: &upply :uttoff Date: Modified by: Edgar Arroyo Organi7ation All &in;&a< planned ite&s ==;SET /o ! &ont, fro& today 45 Revision: B AAAAAAAAA

8/ote" accept all ot,er default values9 Is there a suggested reorder %uantity on the report output for your itemI 3ow 8uchI AAAAAAAA Is the %uantity correctI AAAAAAAA H31CH31 ;OTI AAAAAAAAA

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Is the supply %uantity correctI H31CH31 ;OTI AAAAAAAA

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

Lab #( 9.

Available to Pro&ise 8ATP9

:reate an TP rule which you can run to chec* availability of item ==;ite&. Setup>Rules> vailable to 'romise ;ame: :onsumption: =ac*ward +orward ccumulate avail. ==;ATP;R$LE > Hes > Hes > Hes

Infinite &upply > 2ser Defined Time fence Days > 9M ccept all other defaults &ave <. Perform an TP in%uiry for item ==;ite&. On-han#" vailabilit$> vailable to 'romise

:hange the Default TP rule to: ==;ATP;R$LE ccept all other defaults :lic* on the "Item$ button Item: TP rule: Tab to re%uired %uantity: Tab to re%uired date: ==;ite& ==;ATP;R$LE !3333 TodayMs date

:lic* on the "#iew (esults$ button :lic* on the "Open$ button to view results presented in another format.

Modified by: Edgar Arroyo

46

Revision: B

!"n#$ion

Appendix A Navigation Function (Hot)

%ey

eys

Modified by: Edgar Arroyo

47

Revision: B