Oracle Inventory Management R12 Features and Highlights

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R12 Features-Inventory Management

Material status control Lot genealogy and advanced lot control Purchasing by revision yet not tracking revisions in inventory Dual unit of measure control Increased move order allocation flexibility Material aging workflow Reserving expected supply such as purchase orders Inter-org and RMA packing slips

INV: Material Status Control

Item Status (item master)
Design Beta Production Maintain / Service Obsolete

Material Lifecycle (each individual inventory instance of an item)

Uninspected Immature Defective Active Expired

Material Status Control:

Provides a granular control over each inventory transaction that applies to specific material within the warehouse or manufacturing facility Restricts the movement and usage of portions of on-hand inventory. Controls allowed and disallowed transaction types. Can determine whether products with a particular status can be reserved, included in ATP calculations or netted in production planning. Material Status can be assigned at four levels: Subinventory Locator Lot Serial

On-hand Material Status

On hand status

Allows strict separation of responsibility between material transfer and status update Allows multiple statuses for a lot in different locators AND multiple statuses for different lots in the same locator Track and update status of material at the on-hand level (e.g. item/subinventory/locator/lot combination)

Loc: RECV

Lot A: QCHOLD

Lot B: QCHOLD Loc: MFG-STAGE

Lot A: USEATRISK

Lot C: ACTIVE

Material Status Examples

Status Active Hold
Picking, Shipping, and Production

Immature
Picking or Shipping for customers Picking or Shipping for internal orders

Almost Mature
Shipping for customers

Disallows

None

Allows

All

Subinventory transfers

Picking for customer

Enable Material Status Control on Transaction Types:

Specify which transaction type is restricted by status

Define Material Status Code:

Specify planning attributes for material status

Specify allowed & disallowed transations for material status

Implementation Considerations Implementation Tips / Best Practices

Subinventory / locator status

When is material status at subinventory/Locator level appropriate?

Material of different status separated into different locations Update status of material by transferring material to sub/loc of desired status

Sub MRB: Hold

Sub EACH: Active

When is material status at onhand level appropriate?

Two lots will have different lot status across in the same subinventory Update status of material without moving the material
Lot A: Immature Lot B: Mature

Implementation Considerations Implementation Tips / Best Practices

Serial status

When is material status at serial level appropriate?

Status assigned to each serial Status of material updated by: Update status of serial number Move material to sub/loc of desired status (non on-hand material status orgs only) Tracking planning attributes (nettable/ATPable/reservable) not required

SN: 223356 Defective

SN: 223356
Active

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INV: Lot genealogy & advanced lot control

Lot Genealogy Enhancements: Highlight a particular item lot on the genealogy tree and toggle between the Where Used and Source tabs using the highlighted item lot as the top level node in the tree structure. This allows the user to refresh the tree with a different top level node without being forced to go back to the query window. The lot and serial genealogy inquiries have been consolidated. Users now have a combined view of lot and serial genealogy in one inquiry. The users can see the direct genealogy construct between the parent lot assembly and child lot components in the genealogy form. Through a new tab on the genealogy form, users can now directly access Oracle Discrete or OPM Qualitys inspection results.

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Lot Genealogy form:

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Advanced Lot Control: New lot attributes introduced Lot Expiration: Retest Interval, Expiration Action Interval, Expiration

New Lot Expiration Attributes

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Lot : Maturity Days, Hold Days, Grade Controlled, Default Grade

New Lot Attributes

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Child Lot : child lot Enabled, Child Generation, Prefix, Starting Number, Copy Lot Attributes, Format Validation

New Child Lot Attributes to enable sublot control

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Lot level UOM Conversion:

Conversions can be created or modified for specific lots

Lot level conversions automatically stored as a part of initial receipt transactions for item. Update conversions for the lot and automatically adjust on hand balances accordingly View Lot level conversions in lot maintenance form

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Lot Indivisibility:

Indicates whether lots for this item can be divided

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INV: Purchasing by revision

Purchasing by revision has been enhanced to be used

for items which are revision controlled when purchased, but not revision controlled in inventory The profile option INV: Purchasing by Revision controls whether an item revision be specified on purchase requisitions generated by Min-Max, Reorder point or Kanban planning Purchasing by Revision has been enhanced to be used for non-revision controlled items, as well as revision controlled items. The latest revision will be defaulted onto the purchase requisition.

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Purchasing by Revision: Setup and Process

INV SETUP

PROCESS

Create non-revision controlled item Enable Purchasing By Revision

Create item revision

Setup Min-Max Planning, Re-order Point Planning, or Kanban Replenishment

Run Min-Max Planning, Re-order Point Planning, or replenish Kanban

Generate purchase requisitions

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INV: Dual Unit of Measure control

Transact, reserve, check on-hand and availability in multiple

units of measure Even without constant conversion, quantity can be tracked in two units of measures. For planning and costing, primary units of measure is used Oracle Receiving, Shipping Execution, Order Management, Inventory, WMS and process manufacturing modules honor dual UOM

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Dual Unit of Measure: Setup

Define tracking for single or dual UOM

Specify defaulting logic for secondary UOM

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Dual Unit of Measure: Transaction

Enter Secondary quantity during transaction

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Dual Unit of Measure: On-hand Material

View onhand and availability in both UOMs

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INV: Material Aging Workflow

Material aging workflow allows user to be notified about specific date attributes of lot or serial. A Concurrent request is designed to take action on any date attributes like Expiration date, retest date, maturity date or other types of dates. Default workflow sends notification, but can be customized to support any functionality. This workflow can be leveraged to create work orders, send notifications to planners, update material status or request a movement of expired product to a quarantine or inspection area. This functionality is offered in a new concurrent request in Oracle Inventory which can search for any date attribute of a lot or serial and will initiate the workflow for the lot or serial if the date attribute is within a user specified range around the current date.

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INV: Reserving Expected Supply such as Purchase Orders

Reservations functionality now supports reservations to expected supplies such as purchase orders, internal requisitions, ASNs, work orders and process manufacturing batches.
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INV: Inter-org & RMA packing slips

Inventory Packing slip can be printed for non customer shipments like inter org transfers, return to vendor, etc. This report needs to be printed manually upon completing inventory transaction.
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Packing Slip: Report Output sample

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Questions and Answers?

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