Download - Inventory Presentation 11i
-
7/22/2019 Inventory Presentation 11i
1/155
Oracle Inventory
Release 11i
Presentation byOracle Applications Center of Excellence
-
7/22/2019 Inventory Presentation 11i
2/155
Agenda Overview
Key Features
Business Process Flow at a glance
Interaction with other modules
Set up
Detail Process Flows
Reports
-
7/22/2019 Inventory Presentation 11i
3/155
Inventory Overview
-
7/22/2019 Inventory Presentation 11i
4/155
Issue of material
Materials PlanningTrack storage locations
Stock Audit
Maintenance
of material
Receipt of material Storage of material
Track quantity
on hand
Cost control
Inventory
Inventory Functions
-
7/22/2019 Inventory Presentation 11i
5/155
Shortage of stock
Reporting
Needs
Misplaced items
Cost control
Excess Stock
Tracking of critical items
Query of items
Manual errors INVENTORY
Multi-location stores
Areas of Concern
-
7/22/2019 Inventory Presentation 11i
6/155
Flexible multi-site Inventory Mgmt
Comprehensive Item Definition
Revision, Lot & Serial no. Control
Faster Transaction System
Extensive Item Categorization & Cataloging
Improved Accuracy
Sophisticated Planning ToolsItem Cross Referencing Links
Configurable ATP
Multiple UOM
Parameter specific on-line searchAgile Manufacturing through mix-mode mfg.
Key Features
-
7/22/2019 Inventory Presentation 11i
7/155
Business Process Flow at a glance
-
7/22/2019 Inventory Presentation 11i
8/155
Inventory Flow Process
-
7/22/2019 Inventory Presentation 11i
9/155
Inventory Flow Process
-
7/22/2019 Inventory Presentation 11i
10/155
Interaction with Other Modules
-
7/22/2019 Inventory Presentation 11i
11/155
Oracle Cost
Management
Oracle
Inventory
Oracle WIP
Oracle
Purchasing
Oracle Order
Entry/Shipping
Oracle Bills
of Materials
Oracle Master
Scheduling/MRP
Oracle
Engineering
Integration with Oracle Manufacturing
-
7/22/2019 Inventory Presentation 11i
12/155
Oracle Payables
Oracle
Inventory
Oracle General
Ledger
Oracle
ReceivablesOracle Assets
Integration with Oracle Financials
-
7/22/2019 Inventory Presentation 11i
13/155
Oracle Inventory Set Up
-
7/22/2019 Inventory Presentation 11i
14/155
Organization Set Up
I t O i ti S t
-
7/22/2019 Inventory Presentation 11i
15/155
Perform the following steps to set up your Inventory
Structure
Inventory Organization Setup
I t O i ti
-
7/22/2019 Inventory Presentation 11i
16/155
An organization is an inventory location assigned to a
set of books , costing method, workday calendar, and listof items.
An organization can be a company, subsidiary, or
warehouse.
Inventory Organization
I t O i ti St t
-
7/22/2019 Inventory Presentation 11i
17/155
Inventory Organization Structure
O i ti D fi iti
-
7/22/2019 Inventory Presentation 11i
18/155
Enter Organization Information
Organization Definition
L ti D fi iti
-
7/22/2019 Inventory Presentation 11i
19/155
Enter Locations associated with each Organization
Location Definition
Organization Parameters
-
7/22/2019 Inventory Presentation 11i
20/155
Enter control options and defaults for each inventory
organization
Organization Parameters
Organization Access
-
7/22/2019 Inventory Presentation 11i
21/155
Assign specific organization to each responsibility
Organization Access
Subinventory
-
7/22/2019 Inventory Presentation 11i
22/155
Define subinventories within each organization
Subinventory
Locators
-
7/22/2019 Inventory Presentation 11i
23/155
Enter locators to use for locator-controlled items or storage
areas
Locators
-
7/22/2019 Inventory Presentation 11i
24/155
Hands On exercises
Create a location
Create an Organization and assign the defined location and
relevant parameters
Define subinventories
-
7/22/2019 Inventory Presentation 11i
25/155
Item Set Up
Items Overview
-
7/22/2019 Inventory Presentation 11i
26/155
The following graphic summarizes all the steps that you
need to take in order to define and maintain items:
Choose item attribute control levels
Define
UOMs
Define Status
Control Levels
Define
Statuses
Define
Categories
Define
Category
Sets
Define
DefaultCategories
Create
Templates
Define
Catalogs
1
Items Overview
Item Definition Process Steps Overview
-
7/22/2019 Inventory Presentation 11i
27/155
1
Copy Templates
Copy Items
Enter Attributes value
Assign Categories
Assign Catalogs
Enable in Child Organization
Update Organization Level Attributes
Define Item Costs
Item Definition Process Steps Overview
Unit of Measure
-
7/22/2019 Inventory Presentation 11i
28/155
Units of Measure
A unit of measure (UOM) is a term that you must use,
along with a numeric value, to specify the quantity of
an item. For example, each is a unit of measure that
you would use to specify the number of units of an
item.
Unit of Measure Class
A unit of measure class is a group of units of measure
with similar characteristics. For example, weight canbe a unit of measure class with units of measure such
as kilogram, gram, pound, and ounce.
Unit of Measure
Unit Of Measure
-
7/22/2019 Inventory Presentation 11i
29/155
Perform the following steps to define multiple units of
measures and set up conversions
Unit Of Measure
UOM Class
-
7/22/2019 Inventory Presentation 11i
30/155
Examples of UOM Classes
UOM Class
Define UOM Class
-
7/22/2019 Inventory Presentation 11i
31/155
Define UOM Class
Units of Measure
-
7/22/2019 Inventory Presentation 11i
32/155
Examples of UOM
Units of Measure
Define UOM
-
7/22/2019 Inventory Presentation 11i
33/155
Define Units of measure within each class
Define UOM
UOM Conversion
-
7/22/2019 Inventory Presentation 11i
34/155
UOM conversions enables you to perform transactions in units of
measure other than the primary UOM of the item
UOM Conversion
Overview of Item Setup
-
7/22/2019 Inventory Presentation 11i
35/155
Overview of Item Setup
Define Items
-
7/22/2019 Inventory Presentation 11i
36/155
Define Items
Define Item Status and Attributes
-
7/22/2019 Inventory Presentation 11i
37/155
An Item Status enables you to control the key functionality of
an Item
Item Status
Status Attributes
Define Item Status and Attributes
Define Item Status
-
7/22/2019 Inventory Presentation 11i
38/155
Define Item Status
Attribute Control Levels
-
7/22/2019 Inventory Presentation 11i
39/155
Defining Attribute Control Levels
Define Item Status
-
7/22/2019 Inventory Presentation 11i
40/155
You can define an item status by selecting the value check
boxes for the status attributes
Define Categories and Category Sets
-
7/22/2019 Inventory Presentation 11i
41/155
You can group your items in several
category grouping schemes
g g y
Categories and Category Sets Definition Steps
-
7/22/2019 Inventory Presentation 11i
42/155
Steps to define Categories and Category Sets
g g y p
Define Categories
-
7/22/2019 Inventory Presentation 11i
43/155
g
Define Category Sets
-
7/22/2019 Inventory Presentation 11i
44/155
g y
Default Category Sets
-
7/22/2019 Inventory Presentation 11i
45/155
g y
Assign Categories to Items
-
7/22/2019 Inventory Presentation 11i
46/155
-
7/22/2019 Inventory Presentation 11i
47/155
Item Templates
-
7/22/2019 Inventory Presentation 11i
48/155
Item creation using Copy Feature
-
7/22/2019 Inventory Presentation 11i
49/155
You can use templates and existing items to define new items
Item Attributes Setup
-
7/22/2019 Inventory Presentation 11i
50/155
You can enter values for item master-level attributes and defaults fororganization-level attributes.
Assign Categories to Items
-
7/22/2019 Inventory Presentation 11i
51/155
You can assign multiple categories to your item.
Item in Child Organization
-
7/22/2019 Inventory Presentation 11i
52/155
You can enable an item in any child organization.
Item Costs
-
7/22/2019 Inventory Presentation 11i
53/155
Item Relationships
-
7/22/2019 Inventory Presentation 11i
54/155
Manufacturere Part Number
-
7/22/2019 Inventory Presentation 11i
55/155
Item Import
-
7/22/2019 Inventory Presentation 11i
56/155
You can import items from a different system through import items window.
Catalog Groups
-
7/22/2019 Inventory Presentation 11i
57/155
You can use item cataloging to add descriptive information to itemsand to partition your Item Master into groups of items that share
common characteristics.
Item Catalogs
-
7/22/2019 Inventory Presentation 11i
58/155
1. Define the item catalog group
2. Define descriptive elements within
each catalog group
3. Assign item to each catalog group
4. Enter descriptive element values
for each item
5. Update item description with catalog
groups and descriptive element values
6. Search for items by using descriptive
elements as search criteria
Defining and using Item Catalogs
Define Catalog Groups
-
7/22/2019 Inventory Presentation 11i
59/155
You can enter item catalog groups and descriptive elements
Define Catalog Groups
-
7/22/2019 Inventory Presentation 11i
60/155
Assign Item to Catalog Groups
-
7/22/2019 Inventory Presentation 11i
61/155
You can choose item catalog group, enter descriptive element values andupdate item description.
-
7/22/2019 Inventory Presentation 11i
62/155
Hands On exercises
Define item in the master organization and assign to child
organizations
Items to be purchased only.
Do the relevant set up for restricting the items in pre defined
sub inventories in different organizations.
Create items copying the attributes of existing items
-
7/22/2019 Inventory Presentation 11i
63/155
Item Enquiry
Item Search
-
7/22/2019 Inventory Presentation 11i
64/155
You can search for items by using multiple query criteria.
Item Search
-
7/22/2019 Inventory Presentation 11i
65/155
You can query all items that are related to or substitutes for a
particular item.
Item search
-
7/22/2019 Inventory Presentation 11i
66/155
You can query all items with a particular cross reference.
System Profile Values
-
7/22/2019 Inventory Presentation 11i
67/155
Personal Profile Values
-
7/22/2019 Inventory Presentation 11i
68/155
-
7/22/2019 Inventory Presentation 11i
69/155
Detailed Process Flows
Process Flows
-
7/22/2019 Inventory Presentation 11i
70/155
Material Flow Business Flow
Process Flow
-
7/22/2019 Inventory Presentation 11i
71/155
Direct
Interorganization
Transfer
Interorganization
Transfer by way
of Transit
Miscellaneous
ReceiptMiscellaneous
Issue
Return from customer
-
7/22/2019 Inventory Presentation 11i
72/155
Inventory Order
EntryReceivables
Inventory Transactions
-
7/22/2019 Inventory Presentation 11i
73/155
Customizing and Processing Transactions
A Transaction Source Type and Transaction Action make upa Transaction Type
Transaction Source Types
-
7/22/2019 Inventory Presentation 11i
74/155
You can define your own origins for inventory transactions.
Transaction Types
-
7/22/2019 Inventory Presentation 11i
75/155
You can define a transaction type by combining a transaction action and atransaction source type.
Transaction Reasons
-
7/22/2019 Inventory Presentation 11i
76/155
You can define reason codes that you can associate with each transaction
line.
Transaction processing Modes
-
7/22/2019 Inventory Presentation 11i
77/155
You can choose processing modes for each type of transaction
Inventory Accounting Periods
-
7/22/2019 Inventory Presentation 11i
78/155
You can perform transactions only in Open Periods.
Miscellaneous Transactions
-
7/22/2019 Inventory Presentation 11i
79/155
You can charge receipts and issue transactions to account numbers
Miscellaneous Issue
-
7/22/2019 Inventory Presentation 11i
80/155
Subinventory Transfers
-
7/22/2019 Inventory Presentation 11i
81/155
You can transfer items between subinventories and locators in the same
organization
-
7/22/2019 Inventory Presentation 11i
82/155
Hands On excercises
Do a miscellaneous receipt of the items defined
Perform a subinventory transfer between the stores within
the organization
Move Orders
-
7/22/2019 Inventory Presentation 11i
83/155
Move orders are requests for the movement of material within a single
organization.
They allow planners and facility managers to request the movement of
material within a warehouse or facility for purposes like replenishment,
material storage relocations, and quality handling. Move orders can be
generated either manually or automatically depending on the source
type you use.
Move orders are restricted to transactions within an organization. For
transferring material between organizations, internal requisition process
is used.
Move Orders Process Flows
-
7/22/2019 Inventory Presentation 11i
84/155
1. Create a move order for required material.You can manually create a move order
requisition or set up your system to automatically generate replenishment or pick wave
move orders.
2. Approve the move order lines.If the move order requisitions require approval, the
item planner must approve the move order lines.
3. Allocate the move order.Once the move order is approved, it must be allocated.
Allocating is the process that uses Oracle Inventory picking rules to determine where to
source the material to fulfill a request line. The allocating process fills in the move order
line details with the actual transactions to be performed and allocates the material to themove order.
4. Print a pick slip.Before you transact the move order, you can print a pick slip or push
the move order line allocations to mobile devices for transaction through the move order
APIs.
5. Transact move order lines.You can either transact all the move order lines at once or
transact one allocation line at a time as the items are moved. If you transact less than the
requested quantity, the move order stays open until the total quantity is transacted or until
the order is closed or cancelled.
Move Orders Source Types
-
7/22/2019 Inventory Presentation 11i
85/155
Three types of move orders:
1) Move order requisitions
2) Replenishment move orders
3) Pick wave move orders.
The move order type refers to the entity that created the move order.
For all move orders, the final result is one of the two supported
transactions:
subinventory transfer or account issue.
Move Order Requisitions A move order requisition is a manually generated request for a move
order.
It is available for subinventory transfers and account transfers.Oncea requisition has been approved, it becomes a move order.
These requests can optionally go through a workflowbased
approval process before they become move orders ready to be
sourced and transacted.
Move Orders Source Types
-
7/22/2019 Inventory Presentation 11i
86/155
Replenishment Move Orders
You can automatically create preapproved move orders using the following
planning and replenishment functions.
These processes generate move orders if the material is sourced from another
inventory location within the organization.
Min Max Planning When a minimum quantity for a specific item is reached
in inventory, you can use a move order to replenish the supply.
Replenishment Counting If a system that uses replenishment counting
triggers an item for replenishment, you can use move orders to
replenish the supply.
Kanban Replenishment When a kanban card signals the need to
release an item into a subinventory, you can generate a move order
to handle the release.
Move Orders Source Types
-
7/22/2019 Inventory Presentation 11i
87/155
Pick wave move orders
pre
approved requests for subinventory transfers to bring material froma source location in the warehouse to staging subinventory.
These move orders are generated automatically by the Oracle
Shipping Execution pick release process.
Create Move Orders
-
7/22/2019 Inventory Presentation 11i
88/155
Approve Move Orders
-
7/22/2019 Inventory Presentation 11i
89/155
Transact Move Orders
-
7/22/2019 Inventory Presentation 11i
90/155
Organization Transfer
-
7/22/2019 Inventory Presentation 11i
91/155
You can define shipping networks before entering inter-organization
transfers
Use intransit
inventoryFOB=Receiving
Require internal
order to ship Direct Transfer
Use intransit
inventory
FOB=Shipping
Organization Transfer
-
7/22/2019 Inventory Presentation 11i
92/155
Perform interorganization transfers as directorintransitshipments.
Can transfer one or more items in a single transaction. Can transfer partial quantities of the same item to different
subinventories and locators in a single transaction.
The item under transfer must exist in both organizations.
Can transfer expense and asset items from one organization toanother using intransit inventory.
Can specify the organizations that can ship items between each other
Direct Organization Transfer
-
7/22/2019 Inventory Presentation 11i
93/155
Use a direct interorganization transfer to move inventory directly from ashipping organization to a destination organization.
The validity of a transfer transaction depends on the controls defined inboth the shipping and destination organizations for the items to betransfered.
For example, you can transfer item A from organization X to organization
Y, even though item A is under lot control only in organization X (you canspecify the lot numbers for item A in organization X during the transfertransaction).
However, you cannot transfer item B from organization X to organization
Y if item B is under lot control only in organization Y (you cannot specifylot numbers for item B in the destination organization because you areperforming a direct transfer).
Indirect Organization Transfer
-
7/22/2019 Inventory Presentation 11i
94/155
Use a direct interorganization transfer to move inventory directly from ashipping organization to a destination organization.
The validity of a transfer transaction depends on the controls defined inboth the shipping and destination organizations for the items to betransfered.
For example, you can transfer item A from organization X to organization
Y, even though item A is under lot control only in organization X (you canspecify the lot numbers for item A in organization X during the transfertransaction).
However, you cannot transfer item B from organization X to organization
Y if item B is under lot control only in organization Y (you cannot specifylot numbers for item B in the destination organization because you areperforming a direct transfer).
Organization Transfer
-
7/22/2019 Inventory Presentation 11i
95/155
Organization Transfer
-
7/22/2019 Inventory Presentation 11i
96/155
Performing Receiving Transaction
-
7/22/2019 Inventory Presentation 11i
97/155
Receiving Transaction
-
7/22/2019 Inventory Presentation 11i
98/155
Receiving Concepts
-
7/22/2019 Inventory Presentation 11i
99/155
Reviewing Supplier Receipt Options
-
7/22/2019 Inventory Presentation 11i
100/155
Receiving Unordered Items
-
7/22/2019 Inventory Presentation 11i
101/155
Receiving Unordered Items
-
7/22/2019 Inventory Presentation 11i
102/155
Receiving In-transit Shipment
-
7/22/2019 Inventory Presentation 11i
103/155
Inspect, Transfer & Deliver Receipts
-
7/22/2019 Inventory Presentation 11i
104/155
Return to Supplier
-
7/22/2019 Inventory Presentation 11i
105/155
RMA
-
7/22/2019 Inventory Presentation 11i
106/155
Return Material Authorization Process
Receiving against RMA
-
7/22/2019 Inventory Presentation 11i
107/155
Accepting Items into Inventory
You can receive or reject (return) items requiring inspection
Inspecting RMA Returns
-
7/22/2019 Inventory Presentation 11i
108/155
You can receive or reject (return) items requiring inspection
Y t it th t d i ti th t d t i
RMA Receiving Returns
-
7/22/2019 Inventory Presentation 11i
109/155
You can accept items that passed inspection or that do not require
inspection into a subinventory
You can accept items that passed inspection or that do not require
RMA Receiving Returns
-
7/22/2019 Inventory Presentation 11i
110/155
p p p q
inspection into a subinventory
If items were originally accepted into a subinventory for repair you can
Returning Items to Customer
-
7/22/2019 Inventory Presentation 11i
111/155
If items were originally accepted into a subinventory for repair, you can
record return of repaired items to the customer
You can credit customers and close returns using the receivables interface
Crediting Customer & Closing RMA
-
7/22/2019 Inventory Presentation 11i
112/155
You can credit customers and close returns using the receivables interface
and Close Orders windows, respectively
Capturing serial genealogy allows tracking and tracing multi-
Track & Trace Inventory
-
7/22/2019 Inventory Presentation 11i
113/155
Capturing serial genealogy allows tracking and tracing multi-
level composition history from receipt of serial numbers through
shipment of the end assembly serial to customers.
-
7/22/2019 Inventory Presentation 11i
114/155
Inventory Planning
Planning Overview
-
7/22/2019 Inventory Presentation 11i
115/155
Inter-Org
Shipments
Statistical and
Focus Forecasts
WIP IssuesSales Order
Shipments
Miscellaneous
Issues
Planning Overview
-
7/22/2019 Inventory Presentation 11i
116/155
Order Time
Order Size
Planning Methods
Oracle Inventory Processes
Planning Overview
-
7/22/2019 Inventory Presentation 11i
117/155
Oracle Inventory Processes
Reorder point
planning Min-Max Planning
Sub-inventory
replenishment
Populate Requisition
Open Interface
Run Requisition Import
Create Purchase
Requisition
Create Purchase
Order
Create
Internal
requisition
To Oracle Order Entry Process
(Create Internal Order)
(Run Order Import)
Oracle Purchasing Process
Supply Sources for Planning
-
7/22/2019 Inventory Presentation 11i
118/155
OraclePurchasing
OracleInventory
Demand Sources for Planning
-
7/22/2019 Inventory Presentation 11i
119/155
OracleOrder Entry
OracleInventory
Historical Sales Data & Forecast Rules
-
7/22/2019 Inventory Presentation 11i
120/155
OraclePlanning
Oracle
Inventory
Defining ATP
-
7/22/2019 Inventory Presentation 11i
121/155
Define rules to check item availability.
Check item availability for future dates by using
planned supply and demand
ATP
-
7/22/2019 Inventory Presentation 11i
122/155
D fi i ATP R l
Overview of ATP
-
7/22/2019 Inventory Presentation 11i
123/155
Defining ATP Rules:
Computation options
Time fence optionsSupply sources
Demand sources
Setting Up Items and Bills for ATP Checks and Bills for
ATP Checks:
Item ATP rule Item ATP rule
Check ATP attribute
ATP Components attribute Bill Component Check ATP attribute
Steps for checking ATP
-
7/22/2019 Inventory Presentation 11i
124/155
2
3
4
6
5
1
Defining an ATP Rule
Steps Involved:
-
7/22/2019 Inventory Presentation 11i
125/155
2
3
4
5
1
6
Steps Involved:
The following table contains various ATP rules:
Defining an ATP Rule
-
7/22/2019 Inventory Presentation 11i
126/155
The following table contains various ATP rules:
Defining an ATP Rule
-
7/22/2019 Inventory Presentation 11i
127/155
Item & Bill Setup for ATP Checking
-
7/22/2019 Inventory Presentation 11i
128/155
Is Item,ATO
/PTO only,a
parent of anassembly?
Is Item a
component of
an ATO /PTOAssembly?
Yes
No
Yes
U f ATP i O l O d E t
Available to Promise (ATP)
-
7/22/2019 Inventory Presentation 11i
129/155
Uses of ATP in Oracle Order Entry:
You can set up your item so that Oracle Order Entry
automatically checks ATP when you place demandfor the item.
You can navigate to the ATP Criteria window to view
ATP details.
Uses of ATP in Oracle Bills of Material :
You can set up your item so that Oracle Inventory
performs ATP checking for an ATP items bill of
material components when you order that item in
material components Oracle Order Entry.
Steps Involved:
Reorder Point Planning
-
7/22/2019 Inventory Presentation 11i
130/155
Steps Involved:
1
2
3
4
Reorder Point Planning
-
7/22/2019 Inventory Presentation 11i
131/155
Time
Quantity
Reorder Point
Safety Stock
Min-Max Planning
-
7/22/2019 Inventory Presentation 11i
132/155
Do you want
specific lotincrements?
Yes
No
Steps Involved:
Min-Max Planning
-
7/22/2019 Inventory Presentation 11i
133/155
Steps Involved:
1
2
3
Steps Involved:
Sub-Inventory Replenishment
-
7/22/2019 Inventory Presentation 11i
134/155
Steps Involved:
1
2
3
6
4
5
-
7/22/2019 Inventory Presentation 11i
135/155
Kanban Replenishment
Overview of Kanban
-
7/22/2019 Inventory Presentation 11i
136/155
Kanban is a means of supporting pullbased replenishment in
manufacturing systems.
A Kanban system is a selfregulating pull system that leads to
shorter lead times and reduced inventory.
Kanbans represent replenishment signals that are usually
manual and highly visible, such as a colorcoded card that
moves with the material,a light that goes on when
replenishment is required, or an empty bin that is moved to thesupply location to trigger replenishment.
P ll S
Major Features of Kanban
-
7/22/2019 Inventory Presentation 11i
137/155
Pull Sequences
A pull sequence is a group of information that defines a kanbanlocation, source information, and planning parameters for an ite
Pull sequences are used to calculate the number or quantity
in each kanban container at that location.
Kanban Chain
For every kanban planned item, you can define a kanban chain,
which is a series of pull sequences that model thereplenishment network on the shop floor, for example,
line stock to stores and stores to supplier.
Card Definition
Major Features of Kanban
-
7/22/2019 Inventory Presentation 11i
138/155
Ca d e t o
Kanban cards are created for an item, subinventory, and
locator (optional). They are uniquely identified by a kanbannumber. For cards generated from a kanban pull sequence,
the number is automatically generated. For manually
defined cards, both replenishable and nonreplenishable,
you can enter an unused kanban number or let the systemcreate the number.
Card PrintingYou can print Kanban cards for a replenishment plan or a
replenishment chain when you generate the cards. You can
also print cards individually if the card information is
complete.
Use the Pull Sequences window to view, update, and define the source
f l i h t f k b l d it i k b l ti
Defining Kanban Pull Sequences
-
7/22/2019 Inventory Presentation 11i
139/155
of replenishment for a kanban planned item in a kanban location.
Use the Kanban Cards Summary window to view, define, and update
kanban cards You can also automatically generate kanban cards with the
Defining Kanban Cards
-
7/22/2019 Inventory Presentation 11i
140/155
kanban cards. You can also automatically generate kanban cards with the
Generate Kanban Cards process.
Replenishing Kanban Cards
-
7/22/2019 Inventory Presentation 11i
141/155
When a kanban is empty, you can replenish it systematically. This
will change the card status to empty and will trigger the necessarytransactions to refill the kanban.
Prerequisites
Generate kanban cards, with card status asActive and supply status
as Full.
To replenish kanban cards:
1. Navigate to the Kanban Cards Summary window. The Find Kanban
Cards window appears.
2. Enter search criteria and choose Find to locate the kanban card you
want to replenish.3. Choose Replenish.
-
7/22/2019 Inventory Presentation 11i
142/155
Physical Inventory
Overview of Physical Inventory
-
7/22/2019 Inventory Presentation 11i
143/155
Fully automated physical inventory
Reconcile systemmaintained item onhand
balances
Actual counts of inventory. Manage supply and demand
Maintain high service levels and planning
production.
Steps Involved:
Maintaining Physical Inventory
-
7/22/2019 Inventory Presentation 11i
144/155
Define a physical inventory for your whole warehouse or
subdivisions within your warehouse.
Take a snapshot of system onhand quantities.
Generate alphanumeric tags.
Void unused or lost tags.
Approve or reject physical inventory adjustments based on
approval tolerances.
Automatically post adjustments to inventory balances andgeneral ledger accounts.
Purge physical inventory information.
You can define and maintain an unlimited number of physical
i i hi h id ifi d b i i
Defining a Physical Inventory
-
7/22/2019 Inventory Presentation 11i
145/155
inventories which are identified by a unique name you assign.
Taking Snapshot of Inventory Quantities
-
7/22/2019 Inventory Presentation 11i
146/155
Before you can generate tags for a physical inventory, youmust take a snapshot of all system onhand quantities for
your items.
The snapshot saves all current item onhand quantities and
costs.
You can generate default or blank tags for your physical inventory
Tag numbers may be alphanumeric
Generating Physical Inventory Tags
-
7/22/2019 Inventory Presentation 11i
147/155
Tag numbers may be alphanumeric
you can increment only the numeric portion.
Physical Inventory Counts
Physical Inventory Counts & Void Tags
-
7/22/2019 Inventory Presentation 11i
148/155
Physical Inventory CountsUse the tags that you generated to record your physical counts.
Void TagsTrack the status of each physical inventory tag for auditing.
Void unused tags in the Physical Inventory Tag Counts
window.
After recording your physical counts you must enter the quantity for each
tag. You can query tags for easy data entry.
Entering and Voiding Physical Inventory Tag Counts
-
7/22/2019 Inventory Presentation 11i
149/155
tag. You can query tags for easy data entry.
You can view, reject, or approve physical inventory adjustments
pending approval
Approving Physical Inventory Adjustments
-
7/22/2019 Inventory Presentation 11i
150/155
pending approval.
Oracle Inventory deletes all information associated with the physical
definition
Purging Physical Inventory Information
-
7/22/2019 Inventory Presentation 11i
151/155
definition.
However, the purge does not affect any adjustments or adjustment
transactions made using the physical definition.Those adjustments are
not changed.
You can also purge just tags if you made a mistake and want to start
over.
Inactive Items Report
It R ti R t
Reports
-
7/22/2019 Inventory Presentation 11i
152/155
Item Reservations Report
Lot Transaction Register
Material Account Distribution Detail
Move Order Pick Slip Report
Material Account Distribution Summary
Serial Number Transaction Register
Transaction Historical summary Report
Transaction Register Transaction Source Type Summary
Shortages Summary Report
Shortage Parameter Report
Global Transaction Purge
Item Reservations Report
Open Period Status Control
Close Period Status Control
Expired Lots Report
Reports
Item Cross-Reference Listing
I D fi i i D il
-
7/22/2019 Inventory Presentation 11i
153/155
Item Definition Detail
Item Definition Summary
Item Demand History Report
Item Relationships Listing
Item Statuses Report
Item Sub-inventory Report
Item Template Listing
Serial Number Detail
Supplier Lot Trace Report
Item Cross-Reference Listing
Item Definition Detail
Item Definition Summary Item Statuses Report
Item Demand History Report
Item Relationships Listing
Item Sub-inventory Report
Reports
-
7/22/2019 Inventory Presentation 11i
154/155
Item Sub-inventory Report
Item Template Listing
Serial Number DetailSupplier Lot Trace Report
Customer Item Commodity Code Listing
Customer Item Cross-References Report
Customer Item Report
Item Organization Assignment Report
Period Close Value Summary
Forecast Rule Listing
Item Replenishment Count Report
Min-Max Planning Report
ABC Assignments Report
ABC Descending Value Report
-
7/22/2019 Inventory Presentation 11i
155/155
THANK YOU