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世新大學 ERP 實驗室

Oracle Inventory

講師:莫明鳳
世新大學 ERP 實驗室

Outline
• Inventory Overview
– Inventory introduction
– Inventory components
– Inventory Control
• Oracle Inventory Flow Process
– Inventory Enterprise Structure
– Item
– Inventory Control
– Miscellaneous Transaction
– Accuracy control
– Planning
世新大學 ERP 實驗室

Inventory Overview
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
• Inventory control
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
• Inventory control
世新大學 ERP 實驗室

Inventory Introduction

• 主要任務
– 適時掌握正確的存貨狀況
• 效益
– 提高帳務處理的作業效率與正確性
– 掌握正確即時的庫存資訊
– 掌握存貨異動狀況及料件呆滯情形
– 提高盤點作業的效率
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
– Item
– subinventory
• Inventory control
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
– Item
– subinventory
• Inventory control
世新大學 ERP 實驗室

Inventory Components - Item

• Type
• Number schema
• Engineering aspect
• Inventory aspect
• Purchasing aspect
世新大學 ERP 實驗室

Inventory Components - Item


• Type
– Raw material
– WIP (work in process)
– Semi-finished goods
– Finished goods (end item)
– MRO (Maintenance , Repair and Operation
Supplies)
• Number schema
• Engineering aspect
• Inventory aspect
• Purchasing aspect
世新大學 ERP 實驗室

Inventory Components - Item

• Type
• Number schema
– Part number or Item number
– 原則:簡單性、單一性、易記性、組織性、充足性
• Engineering aspect
• Inventory aspect
• Purchasing aspect
世新大學 ERP 實驗室

Inventory Components - Item

• Type
• Number schema
• Engineering aspect
– Revision
– EC
– Drawing
• Inventory aspect
• Purchasing aspect
世新大學 ERP 實驗室

Inventory Components - Item

• Type
• Number schema
• Engineering aspect
• Inventory aspect
– Locator
– Safety stock
– On-hand quantity
– Transaction summary
• Purchasing aspect
世新大學 ERP 實驗室

Inventory Components - Item

• Type
• Number schema
• Engineering aspect
• Inventory aspect
• Purchasing aspect
– Lead-time
– Order Policy : Reorder point 、 EOQ
– Supplier
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
– Item
– Subinventory
• Inventory control
世新大學 ERP 實驗室
Inventory Components - Subinventory

• Types
– 按料件分
• 原物料倉
• 半成品倉
• 成品倉
– 按稅制分
• 保稅倉
• 非保稅倉
– 其他
• 報廢倉、客供品倉等
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
• Inventory control
– ABC analysis
– Reorder point
– Economic Order Qty ,EOQ
– Physical inventory
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
• Inventory control
– ABC analysis
– Reorder point
– Economic Order Qty ,EOQ
– Physical inventory
世新大學 ERP 實驗室

ABC Analysis

• A類
– 約有 10~30% 的存貨項目,價值約佔全部庫存價值
的 70~80%
• C類
– 約有 40~50% 的存貨項目,價值約佔全部庫存價值
的 5~15%
• B類
– 剩餘的存貨
世新大學 ERP 實驗室

ABC Analysis

• A 類處理原則
– 嚴密管制
– 根據歷史資料及預測訂購
– 縮短前置時間、嚴密控制交期
– 增加循環盤點次數、提高庫存精確度
– 放置於容易入出庫位置
• C 類處理原則
– 可採較不嚴密管制
– 定量訂購方式
– 定期盤點
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
• Inventory control
– ABC analysis
– Reorder point
– Economic Order Qty ,EOQ
– Physical inventory
世新大學 ERP 實驗室

Reorder Point

Quantity

Reorder Quantity
Reorder Point
再訂購數量

Safety Stock

Lead Time
前置時間
Time
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
• Inventory control
– ABC analysis
– Reorder point
– Economic Order Qty ,EOQ
– Physical inventory
世新大學 ERP 實驗室

EOQ
世新大學 ERP 實驗室

Inventory Overview

• Inventory introduction
• Inventory components
• Inventory control
– ABC analysis
– Reorder point
– Economic Order Qty ,EOQ
– Physical inventory
世新大學 ERP 實驗室

Physical Inventory

制定盤點時程計畫
盤點差異列印
凍結庫存
盤差盈虧調整

列印盤點卡、盤點清冊 庫存凍結解除

實際盤點 盤點差異對策分析

輸入實際盤點數量
世新大學 ERP 實驗室

Oracle Inventory Flow Process

講師:莫明鳳
世新大學 ERP 實驗室

Oracle ERP Overview


固定資產管理
Assets

粗略產能 應付帳款
請購作業 採購作業 收料作業 付款作業
銷售預測 規劃 立帳
PR PO Receiving Payment
FCST RCCP Invoice

物料需求 細部產能
主需求排程 主生產排程 庫存
規劃 成本管理

計劃
MDS MPS
MRP Inventory
CRP Costing 統一發 帳
票管理
票據管理 系
生產發料 統
Issue
客戶訂單

GL
生產指示
SO 供應鍊管理 生產入庫
Discrete
最佳化排程 Transfer
Repetitive
APS 生產控制
Flow
製程移轉 應收帳款
Project 收款作業
SFC 立帳
Process Receipts
出貨作業 Invoice
Picking
Shipping
世新大學 ERP 實驗室

Oracle ERP Overview


固定資產管理
庫存 Assets
Inventory
粗略產能 應付帳款
請購作業 採購作業 收料作業 付款作業
銷售預測 規劃 立帳
PR PO Receiving Payment
FCST RCCP Invoice

物料需求 細部產能
主需求排程 主生產排程 規劃 成本管理

計劃
MDS MPS
MRP CRP Costing 統一發 帳
票管理
票據管理 系
生產發料 統
Issue
客戶訂單

GL
生產指示
SO 供應鍊管理 生產入庫
Discrete
最佳化排程 Transfer
Repetitive
APS 生產控制
Flow
製程移轉 應收帳款
Project 收款作業
SFC 立帳
Process Receipts
出貨作業 Invoice
Picking
Shipping
世新大學 ERP 實驗室

Inventory Flow Process


Enterprise Structure

Items

Inventory Controls ABC Analysis

Cycle Physical Inventory


Transaction
Counting Inventory Planning
ERP
世新大學 實驗室

Oracle Inventory Flow Process

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
ERP
世新大學 實驗室

Oracle Inventory Flow Process

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
ERP
世新大學 實驗室

Inventory Enterprise Structure

Set of Books 2

Location B
Organization A Organization B
Location A

Set of Books 1

Subinventory Subinventory Subinventory Subinventory

Locator Locator Locator Locator Locator


世新大學 ERP 實驗室
ERP
世新大學 實驗室

Inventory Organization Hierarchy

• Each oracle inventory organization must


have an item master organization.

Item Master
Organization
V1-Vision Operation

Organization Organization
M1-Seattle MFG E1-Vision Germany
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
– Unit of Measure , UOM
– Item status
– Define Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
– Unit of Measure , UOM
– Item status
– Define Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Unit of Measure
Define one base UOM
For each UOM class
Define UOM classes
Define multiple nonbase
UOMs for each class

Define standard
Conversions

Define Intraclass
Define UOM Conversion Conversions
Define interclass
Conversions
世新大學 ERP 實驗室
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
– Unit of Measure , UOM
– Item status
– Define Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Item Status
• By giving an item status you can control key functionality of an item.

Status
Attributes
BOM Allowed = Yes Invoice Enabled =
Item Yes
Status
Build in WIP = Yes Transactable = Yes

Customer Orders Active


Purchasable = Yes
Enabled = Yes
Internal Orders Stockable = Yes
Enabled = Yes
世新大學 ERP 實驗室

Item Status Control

• Control Level of status attributes


– Master-level control Master
Organization
• Identical value
– Organization-level control Organization Organization
• Different value
• Status Setting Level
– Sets Value : nonupdatable
– Defaults Value : updatable
– Not Used : no value
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
– Unit of Measure , UOM
– Item status
– Define Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Define Item
Choose Item Attribute Control Levels

Define Define Define Create Define


UOMs Status Categories Templates Catalogs
Control
Levels Define
Category
Sets
Define
Statuses
Define
Default
Category
Sets

1
世新大學 ERP 實驗室

Define Item
1

Copy templates

Copy Items

Enter attribute values

Enable in child organizations

Update organization level attributes

Define Item costs


世新大學 ERP 實驗室

Practice (1)~(2)

• Define your own items


– Two for Finished Goods
– Two for Raw Materials

• Responsibility
– Inventory , Vision Operations (USA)
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
– Locator control
– Revision control
– Lot control
– Serial number control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
– Locator control
– Revision control
– Lot control
– Serial number control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Locator Control

• Track items by rack and bin locators.


• Assign default shipping locators for items.
• Assign default receiving locators for items.
• Restrict items to particular locators.
• Use locators in a material transaction
世新大學 ERP 實驗室

Locator Control

Item with locator control


in this subinventory
Organization

Subinventory Subinventory
Locator

Item without locator


control in this subinventory
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
– Locator control
– Revision control
– Lot control
– Serial number control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Revision Control

• Track items by revision information.


• Enter a miscellaneous receipt with revision
control.
• Enter a engineering change order with
revision number.

Revision A Revision B
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
– Locator control
– Revision control
– Lot control
– Serial number control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Lot Control

• Track specific batches of items.


• Regulate the use of perishable items.
• Enable lot and shelf life control of items.

Lot
#032698
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
– Locator control
– Revision control
– Lot control
– Serial number control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Serial Number Control

• Track individual units of items that you store


and transact in your organization.
• Track items that you want to maintain very
tight control.

SN
#0101549
世新大學 ERP 實驗室
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
– Overview
– Customize Transactions
– Miscellaneous Transactions
• Accuracy control
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
– Overview
– Customize Transactions
– Miscellaneous Transactions
• Accuracy control
• Planning
世新大學 ERP 實驗室

Overview

Material Flow Business Flow

Receive Goods WIP Purchasing

Move Goods Inventory

MRP Order
Ship Goods Management
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
– Overview
– Customize Transactions
– Miscellaneous Transactions
• Accuracy control
• Planning
世新大學 ERP 實驗室

Customize Transactions

• A transaction source type and transaction


action make up a transaction type.

Transaction Source
Transaction Action
Type

Transaction Type
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Transaction Source Type


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Transaction Action

• Issue from stores (-)


• Receipt into stores (+)
• Subinventory transfer (-+)
• Direct organization transfer (-+)
• Intransit shipment (-)
世新大學 ERP 實驗室

Transaction Type
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
– Overview
– Customize Transactions
– Miscellaneous Transactions
• Accuracy control
• Planning
ERP 世新大學 實驗室

Miscellaneous Transactions Term


Miscellaneous Receipt Miscellaneous Issue

Organization
Subinventory Subinventory
Locator Locator

Subinventory
Locator Locator
Transfer

Direct Inter-organization
Inter-organization Transfer by Way of
Transfer Intransit

Organization
世新大學 ERP 實驗室

Practice (3)~(6)
• Revision Control
– INV##-02 needs revision control in M1

• Miscellaneous transaction
– Account Receipt of INV##-01 & INV##-02
– Subinventory Transfer of INV##-02

– Query on-hand Qty


– INV##-01 & INV##-02

• Responsibility
– Inventory , Vision Operations (USA)
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
– Physical inventory
– ABC analysis
– Cycle counting
• Planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
– Physical inventory
– ABC analysis
– Cycle counting
• Planning
世新大學 ERP 實驗室

Physical Inventory Flow

制定盤點時程計畫
盤點差異列印
凍結庫存
盤差盈虧調整

列印盤點清冊、盤點卡 庫存凍結解除

實際盤點 盤點差異對策分析

輸入實際盤點數量
世新大學 ERP 實驗室

Physical Inventory Flow

初盤
item 負責人員

實際盤點
複盤
交叉盤點

抽盤
會計師
世新大學 ERP 實驗室

Oracle Physical Inventory


Define physical inventory

Snapshot of on-hand quantities

Generate tags

Count Items

Enter counts

Approve counts

Run adjustment program


世新大學 ERP 實驗室
Physical Inv. v.s Oracle Physical Inv.
制定盤點時程計畫 Define physical inventory
凍結庫存
Snapshot of on-hand quantities
列印盤點清冊、盤點卡
Generate tags
實際盤點

輸入實際盤點數量 Count Items

盤點差異列印 Enter counts


盤差盈虧調整
Approve counts
庫存凍結解除
Run adjustment program
盤點差異對策分析
世新大學 ERP 實驗室
Define Physical Inventory & Snapshot
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Generate Tags
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Enter Counts
世新大學 ERP 實驗室

Approve Counts
世新大學 ERP 實驗室

Run Adjustment Program


世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
– Physical inventory
– ABC analysis
– Cycle counting
• Planning
世新大學 ERP 實驗室

ABC Analysis

Define ABC compilation Define ABC classes

Define ABC group

Assign Items to ABC classes

Update class assignments


世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
– Physical inventory
– ABC analysis
– Cycle counting
• Planning
世新大學 ERP 實驗室

Cycle Count
Day 1 of Cycle Count

High-Value Item to Count Computer

Low-Value Item to Count Printer

Day 2 of Cycle Count


High-Value Item to Count Computer

Low-Value Item to Count Mouse

Day 3 of Cycle Count


High-Value Item to Count Computer

Low-Value Item to Count Printer


世新大學 ERP 實驗室

Cycle Count Steps

Define cycle count header.

Update cycle-count items.

Schedule items to count.

Generate count requests.

Enter cycle counts.

Approve cycle counts.


世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
– Reorder point 、 EOQ
– Min-max planning
世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
– Reorder point 、 EOQ
– Min-max planning
世新大學 ERP 實驗室

Reorder Point – Order time

Quantity

Reorder Quantity
Reorder Point

Safety Stock

Lead Time

Time
世新大學 ERP 實驗室

EOQ – Order Qty


世新大學 ERP 實驗室

Reorder Point Steps

Enter item-planning attributes.

Forecast item demand.

Define safety stocks.

Run reorder-point report.


世新大學 ERP 實驗室

Oracle Inventory Flow

• Inventory Enterprise Structure


• Item
• Inventory Control
• Miscellaneous Transaction
• Accuracy control
• Planning
– Reorder point 、 EOQ
– Min-max planning
世新大學 ERP 實驗室

Min-max Planning

Enter item-planning attributes.

Define subinventory-level info. (optional)

Run min-max report.


世新大學 ERP 實驗室

Practice (7)

• Min-max planning
– Use min-max planning for your raw material
items INV##-03 , INV##-04

• Responsibility
– Inventory , Vision Operations (USA)