inventory manager - cook county, illinoisstep.cookcountyil.gov/.../inventory-manager_train.docx ·...

Inventory ManagerCreated on 4/26/2018 2:55:00 PM

Training Guide

Table of ContentsInventory Manager...........................................................................................................1

Set Up............................................................................................................................1Create PAR Header Counts....................................................................................................2Create New Subinventory.......................................................................................................8Create New Locators............................................................................................................15Define ABC Compile/Group/Assign Items.............................................................................20Create Item Transaction Defaults..........................................................................................29Create Cycle Count...............................................................................................................35Create Physical Inventory Counts.........................................................................................43Create Move Order Issue (Non-PAR) - Manager..................................................................48

Transactions...............................................................................................................52Manufacturer Part Number search........................................................................................53Complete Miscellaneous Transaction...................................................................................57Complete InterOrg Transfer..................................................................................................65Complete Subinventory Transfer...........................................................................................72View Items Supply/Demand - Manager.................................................................................76Item Search - Manager.........................................................................................................79Complete Account Alias Issue...............................................................................................82View Item Costs....................................................................................................................90Open/Close Inventory Periods..............................................................................................93Transact Move Order (Non-PAR) - Manager........................................................................96Returning Received Items...................................................................................................100

Approvals..................................................................................................................102Approve Physical Inventory Counts....................................................................................103Approve Cycle Count..........................................................................................................107

Reports......................................................................................................................112Run Min-Max Planning Report............................................................................................113

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Inventory Manager

Set Up

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Create PAR Header CountsLearning Objective: In this topic, you will learn how to create PAR (Periodic Automatic Replenishment) header information. PAR (Periodic Automatic Replenishment) determines the minimum level of inventory necessary to be on hand to meet demand for a given period. If the level of inventory falls below the minimum set, an automatic replenishment is performed. The Replenishment Count Header page unables users to define the subinventory to replenish, the cutoff date for the inventory supply check, item default locators, the default count type of how the supply will be replenished, aand the count device - mobile handheld or desktop Upon completion of this topic you will be able to:

Navigate to the Replenish Count Header page. Define replenish defaults and counts.

Procedure

This topic will cover:

- Defining PAR (Periodic Automatic Replenishment) count parameters

Estimated time to complete this topic is: 4 minutes

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Step Action1. After logging on with your username and password, the Oracle Applications

Home Page is displayed.

In order to create PAR headers, click CCH XXX INV Manager responsibility link.

Note: The navigation path may vary, based on the responsibility selected.

In this example, click the CCH 897 INV Manager link.

2. Click the Counting link.

3. Click the Replenishment Counts link.

4. Click the Counts link.

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Step Action5. The Find Replenishment Count Headers search window is displayed.

On this page, you can search for existing count headers or create a new one.

In this example, click the New button to create a new one.

6. The Replenishment Count Headers window is displayed.

The Replenishment Count Headers window enables you to define parameters or replenish subinventories counts.

After entering the parameters you can:

• Run the replenishment processor• Launch the Item Replenishment Count Report• Save the counts for future processing

7. To create a PAR Count Header, begin by giving your replenishment count a unique name.

Click in the Name field.

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Step Action8. Enter a name for the count into the Name field.

In this example, enter "Demo Par4".

9. Click in the Subinventory field.

10. Click the Subinventory List of Values (LOV) button.

11. The Subinventories window is displayed.

Select the subinventory to replenish from the list provided.

In this example, select IFCLA in the Subinventory column.

12. Click the OK button.

13. To perform the count information from the mobile device check the Count Using Mobile checkbox.

You can view the counts from the desktop window, but the fields are not editable. If you do not select the checkbox, the counts are not visible in the mobile.

If you select the checkbox, you can still enter replenishment count lines from either the desktop or the mobile, but you must perform the count on the mobile device.

In this example, click the Count Using Mobile option.

14. Click the Default Items button.

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Step Action15. The Replenishment Count Lines window is displayed showing the item's

defaults including:

- Locator- Unit of Measure (UOM)- Current PAR UOM- Current PAR UOM quantity

The replenishment PAR Count Type is defaulted to Onhand Quantity.

16. Click a checkbox to the left of an item's locator to change the count type for just that item.

In this example, click item 48617 checkbox.

17. Click in the Count Type field.

18. Click the Count Type LOV button.

19. The Count Type window is displayed.

Select the count type you want to change to for the item count.

In this example, click Order Quantity list item.


21. You can also remove items from the replenishment count.

Select the item that is to be deleted.

In this example, click item 14524 to select it for removal.

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Step Action22. Click the Edit menu.

23. Click the Delete menu item.

24. A confirmation of delete message is displayed.

Click the OK button to delete the item from the replenishment count.

25. Click the Save button.


27. This topic covered:

- Defining PAR (Periodic Automatic Replenishment) count parametersEnd of Procedure.

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Create New SubinventoryLearning Objective: In this topic, you will learn how to create a new subinventory. The Subinventories page enables users to create new subinventory and define parameters for the new subinventory. Upon completion of this topic you will be able to:

Navigate to the Subinventories window. Define the new subinventory parameters such as:

- Default locator- Default account ledgers- Locator alias option - Enable PAR replenishment- Processing stage lead times- Item replenishment source

Procedure


- Creating a new subinventory


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Step Action1. After logging on with your username and password, the Oracle application’s

Home page is displayed.

In order to create a new subinventory, click CCH XXX INV Manager responsibility link.

Note: The responsibility link may vary depending on your organization.


Step Action2. Click the Setup link.

3. Click the Vertical Scrollbar to find the Organizations task.

4. Click the Organizations link.

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Step Action5. Double-click the Subinventories link.

6. The Subinventories Summary window is displayed.

On this page, you can search for existing subinventories or create a new subinventory.

In this example, a new subinventory will be created.

Step Action7. Click the New button.

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Step Action8. The Subinventories window is displayed. There are three regions

on the Subinventories window:

- Header- Parameters- Lead Times

Use the Header region to:

- Name the subinventory- Define the default cost group- Define subinventory status and type

9. The Parameters region contains two tabs.

Use the Main tab to set subinventory defaults such as:

- Updating on-hand quantity for each transaction against the subinventory- Maintaining the value of the subinventory on the balance sheet- Enabling Periodic Automatic Replenishment (PAR)- Setting whether or not item transactions require locator information (Locator Control)- Setting item picking and dropping order- Setting an inactive date for the subinventory- Setting item replenishment default type

Note: If Enable PAR Level Planning is selected, min-max planning cannot be performed for this subinventory.

10. Click the Accounts tab.

11. Use the Accounts Tab to assign general ledger accounts.

The default accounts are those defined for the organization in the Organization Parameters window.

The default accounts will remain for this example.

12. Click the Close button.

13. Use The Lead Times section on the Subinventories page to:

- Set Min-Max Planning processing lead times on the subinventory- Set subinventory replenishment sources

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Step Action14. Enter the name of the new subinventory in the Name field.

In this example, enter "Demo".

15. Click in the Description field.

16. Enter an appropriate description into the Description field.

In this example, enter "Demonstration".

17. Click the Locator Control List of Values (LOV) button.

18. Select the Prespecified list item to require a valid predefined locator for each item.

19. Click the Enable PAR Level Planning option to enable PAR counting.

20. Click the Locators button.

21. Click the Locator List of Values (LOV) button to assign the default locator for the subinventory.

22. Click the CC_ROW (LOV) button.

23. Select the CC Row to be assigned for the subinventory.

In this example, click the 1FCLC-X list item.


25. Click the CC_RACK (LOV) button.

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Step Action26. Select the CC Rack you want assigned to the Subinventory.

In this example, click the 006 list item.


28. Click the CC_SHELF (LOV) button.

29. Select the CC Shelf you want assigned to this subinventory.



31. Click the CC_BIN (LOV) button.

32. Select the CC Bin you want the subinventory assigned to.






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Step Action37. Notice the Enable Locator Alias option is now enabled.

If you enable this parameter, you must create locator aliases for locators within this subinventory.



- Creating new subinventoryEnd of Procedure.

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Create New LocatorsLearning Objective: In this topic, you will learn how to create a new locator. The Stock Locators page enables users to define a new physical area where inventory can be stored, item quantities tracked and items restricted. Upon completion of this topic you will be able to:

Navigate to the Stock Locators page. Define the new stock locator parameters. Enter the locator's subinventory.

Procedure


- Creating New Locators


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In order to create a new locator, click CCH XXX INV Manager responsibility link.

Note: The navigation path may vary, based on the responsibility selected.


Step Action2. Click the Setup link.

3. Click the Scrollbar to find Organizations.

Press the left mouse button and drag the mouse to the desired location.

4. Click the Organizations link.

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Step Action5. Click the Stock Locators link.

6. The Find Locators window is displayed.

In this window search for Locators or create a new one.

Step Action7. Click the New button to create a new locator.

8. The Stock Locators window is displayed.

Click the Locator List of Values (LOV) button.

9. The Stock Locators page is displayed.

Click the CC_ROW (LOV) button to select the locator's row.

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Step Action10. Select the CC Row option for this locator.

In this example, click the 1FCLB-Z list item.


12. Click the CC_RACK List of Values ( LOV) button to select the locator's rack.

13. Select the CC Rack option for this locator.



15. Click the CC_SHELF List of Values (LOV) button to select the locator's shelf.

16. Select the CC Shelf option for this locator.



18. Click the CC_BIN List of Values (LOV) button.

19. Select the CC BIN option for this locator.



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Step Action21. Click the OK button.



24. Select the Subinventory associated with this locator.

In this example, click the 1FCLB list item.




- Creating New LocatorsEnd of Procedure.

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Define ABC Compile/Group/Assign ItemsLearning Objective: In this topic, you will learn how to define ABC compiles, and assign ABC groups, classes and items to the compile. You can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization. ABC assignment groups link a particular ABC compile with a valid set of ABC classes. The Define ABC Compile page enables users to define compilation criterion, the scope of the analysis and the cost type to use in determining item values. The ABC Assignment Groups page enables user to link items in an ABC class to the ABC Compile, providing context to the analysis. Upon completion of this topic you will be able to:

Navigate to the Define ABC Compile page. Define the scope of the analysis. Navigate to the ABC Assignment Groups page. Link the ABC classes to the ABC Compile.

Procedure


- Defining ABC compiles- Defining ABC assignment groups- Assigning items


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In order to define ABC compile/Group/Assign Items, click CCH XXX INV Manager responsibility link.

Note: The responsibility link may be different depending on your organization.


2. Click the ABC Codes link.

3. Click the ABC Compiles link.

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Step Action4. The ABC Compiles window is displayed.

In this window, you can create or search Compiles.

Click the New button to create a new compile.

5. The Define ABC Compile window is displayed.

Click in the Compile Name field.

6. Enter a unique name for the ABC compile in the Compile Name field.

In this example, enter "Feb-24-2018".

7. The Content Scope and Valuation Scope are both defaulted to all items in the organization. To restrict either one to only specific items, you will need to select the Subinventory radio button.

In this example, the defaults will remain.

8. Click in the Criterion field.

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Step Action9. Click the Criterion List of Values (LOV) button.

10. Select the appropriate Criterion from the displayed list.

In this example, double-click the Current on hand value list item.

11. The cost type will default to FIFO.

Click the Save button.

12. Click the Compile button.

13. A Concurrent request will initiate.

Click the OK button.

14. A Request box will display, asking if you want to print the results. Select Yes or No.

In this example, click the Yes button to view the ABC compile results.




18. To Assign the ABC Codes, double-click the ABC Codes list item.

19. Double-click the ABC Assignment Groups list item.

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Step Action20. The ABC Assignment Groups window is displayed.

In this window, you can create groups and assign classes to the groups.

Click the New button.

21. Enter the desired information into the Group Name field.

In this example, enter "FEB-8-DEMO".

22. Click in the Compile Name field.

23. Click the Compile Name List of Values (LOV) button.

24. Select the analysis to assign to the entered ABC group.

In this example, click the Feb-24-2018 Compile Name list item.



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Step Action27. Select the Assignment group created from the displayed list.

In this example, click FEB-8-DEMO option by clicking in the checkbox to the left.

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Step Action28. The ABC Group Class Assignment page is displayed.

Click in the Class Name field.

29. Click the Class Name List of Values (LOV) button.

30. The Class Name value is defaulted to A. Click the OK button to accept the default.

31. Click in the Class Name field.


33. Click the B list item.

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35. Click in the Class Name field.


37. Click the C list item.




41. Click the Assign Items button.

42. The Assign ABC Items window is displayed.

In this window you can select items in your classes.

Click in the Seq field on the Class A row.

43. Enter the desired sequence number into the Seq field.

In this example, enter "200".

44. Click in the Seq field on the Class B row.

45. Enter the desired sequence number into the Seq field.


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Step Action46. Click in the Seq field on the Class C row.

47. Sequence and Item are automatically populated.

Click the Assign button.



- Defining ABC compiles- Defining ABC assignment groups- Assigning items

End of Procedure.

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Create Item Transaction DefaultsLearning Objective: In this topic, you will learn how to create item transaction defaults. The Item Transactions Defaults page enables users to assign default subinventory and locators for shipping, receiving and move order receipt transactions. Upon completion of this topic you will be able to:

Navigate to the Item Transactions Defaults page. Search and find an inventory item. Assign a default subinventory item. Create a receiving locator default for the subinventory.

Procedure


- Creating an Item's transaction defaults


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Step Action1. After logging on with your username and password, the Oracle Application's


In order to create item transaction defaults, click CCH XXX INV Manager responsibility link.

Note: The responsibility link may be different depending on your organization.


2. Click the Setup link.

3. Click the Transactions link.

4. Click the Item Transaction Defaults link.

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Step Action5. The Find Item Transaction Defaults - Subinventories page is displayed.

On this page, you can search for existing item defaults or create new ones. In this example, a new one will be created.


6. Click the Item List of Values (LOV) button.

7. Enter the item to create defaults in the CC_ITEMS field. In this example, enter "%".


9. The System Items page is displayed.

Select an Item from the System Items search results.

In this example, click CC_Items 1009.


11. The Items Transaction Defaults page is displayed.

Click the Default For List of Values (LOV) button.

12. Click the Receiving list item.



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Step Action15. The Subinventory page is displayed.

Click the IFCLA Subinventory list item.



18. Click the Locators tab.

19. Click the New button.


21. Enter the desired information into the CC_ITEMS field. In this example, enter "%".


23. The System Items page is displayed.

Select the item you assigned a default subinventory in the previous steps.

In this example, click CC_Items 1009.Click the CC_ITEMS cell.


25. Click the Default For LOV button.

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Step Action26. Click the Receiving list item.



29. The Subinventory page is displayed.

Select the defaulted subinventory item from the previous steps.

In this example, click the 1FCLA list item.


31. Click the Locator List of Values (LOV) button.

32. Click the CC_ROW List of Values (LOV) button.

33. Click the appropriate CC_ROW list item.

In this example, select 1FCLA-C1.


35. Click the CC_RACK List of Values (LOV) button.

36. Click the appropriate CC_RACK list item.

In this example, select 001.

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38. Click the CC_SHELF List of Values (LOV) button.

39. Click the appropriate CC_SHELF list item.



41. Click the CC_BIN List of Values (LOV) button.

42. Click the appropriate CC_BIN list item.





46. A Confirmation message will display, showing that the transaction is complete.


- Creating an Item's transaction defaultsEnd of Procedure.

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Create Cycle CountLearning Objective: In this topic, you will learn how to create a cycle count. Cycle counting is the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. You can perform cycle counting instead of taking complete physical inventories, or you can use both techniques side-by-side to verify inventory quantities and values. The Cycle Count page enables users to view existing cycle counts and define new cycle count parameters. Upon completion of this topic you will be able to:

Navigate to the New Cycle Count page. Assign an adjustment account to the cycle count. Create count adjustment tolerance parameters. Assign specific Items, all items or ABC group items to the cycle count. Create an automatic cycle count schedule.

Procedure


-Creating a cycle count

Estimated time to complete: 10 minutes

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Step Action1. After logging on with your username and password, the Oracle Application'


In order to create a cycle count, click your valid responsibility link.

Note: The responsibility link may be different depending on your organization. In this example, a CCH 897 Inventory Manager responsibility is assumed.

Click the CCH 897 INV Manager link.


3. Click the Cycle Counting link.

4. Click the Cycle Counts link.

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Step Action5. The Organization page is displayed.

Select the appropriate organization. In this example click the CCH John H. Stroger, J. Hospital of Cook County List item.


7. Use the Cycle Counts Summary page to open exiting cycle counts or initiate a new cycle count.

In this example, we will initiate an new cycle count. Click the New button.

8. Use the Cycle Counts page to define the parameter information for your cycle count. You can use this page to schedule cycle counts, assign ABC information, and indicate if you want to count the entire organization or just specific subinventories.

Enter a unique name for the cycle count into the Name field. In this example, enter "1stMonCount".

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Step Action9. The Adjustment Account is the general ledger account used to charge cycle

count adjustments.

Click in the Adjustment Account field.

10. Click the Adjustment Account list of Values (LOV) button.

11. Click the Fund List of Values (LOV) button.

12. Use the Fund Find page to find fund accounts associated with the selected organization.

Click in the Find field.

13. Enter the desired information into the Find field. In this example, enter "John".

14. Click the Find button.

15. Click the Office list of Values (LOV) button.

16. Select the appropriate office. In this example, select 4241 Health Services - JTDC List item.


18. Click the Program list of Values (LOV) button.

19. Select the appropriate program. In this example, select 10065 Accounting List item.


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Step Action21. Click the Object Account List of Values (LOV) button.

22. Select the appropriate object account. In this example, select 11033 BOA C fund account List item.


24. Click the Interfund list of Values (LOV) button.

25. Select the appropriate interfund value. In this example, click the OK button to accept the default.

26. Click the Future List of Values (LOV) button.

27. The default value is automatically populated.


28. The Inactive On date is the date the cycle count is no longer valid. As of this date, you can no longer generate schedules or perform counting activities for this cycle count.

Enter the desired information into the Inactive On field. in this example, enter "01-apr-2018".

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Step Action29. The Late Days field represents the number of work days that can pass after you

generated the count request before the request is late.

Click in the Late Days field.

30. Enter the desired information into the Late Days field. In this example, enter "2".

31. Selecting the Unscheduled Entries check box will allow you to enter counts for items not scheduled to be counted.

Click the Unscheduled Entries option.

32. To display the system quantity during count entry,Click the Display System Qty checkbox.

33. Click the Automatic Recounts option.

34. Click in the Maximum field.

35. Enter the desired number of automatic recounts for out of tolerance counts into the Maximum field. In this example, enter "2".

36. Click the Serial and Schedule tab.

The Serial and Schedule page enables you to define whether to exclude serialized items from the cycle count (Not Allowed), create one count request for each serial number (One Per Request), or create multiple serial details in a count request (Multiple Per Request).

37. Click the Serial Control Option:Count List of Values (LOV) button.

38. Click the One Per Request list item.

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Step Action39. The detail, adjustment and discrepancy options are automatically populated.

Click the Auto Schedule option to enable automatic scheduling.

40. Click the Auto Schedule:Frequency List of Values (LOV) button.

41. Select the auto scheduling frequency. In this example,Click the Weekly List item.

42. Click the Adjustments and ABC tab.

43. Determine when approval is required for adjustments.

In this example, select the If out of tolerance List item to require approval on adjustments outside of the defined tolerances.

44. Click in the Qty Variance + field.

45. Enter the percentage over system quantity that will require approval, into the Qty Variance + field. For this example, enter "4.00".

46. Click in the Qty Variance - field.

47. The information entered in the Qty Variance + field automatically populates in the Qty Variance - field.

48. Click within the Adjustment Value + field.

49. Enter the amount over the system item quantity amount that will require approval, into the Adjustment Value + field. In this example, enter "15".

50. Click in the Adjustment Value - field. The information entered in the Adjustment Value + field automatically populates in the Adjustment Value - field.

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Step Action51. Click in the Hit/Miss Analysis + field.

52. Enter the cycle count analysis success target percentage, into the Hit/Miss Analysis + field. In this Example, enter "25".

53. Click in the Hit/Miss Analysis - field. The information entered in the Hit/Miss Analysis + field automatically populates in the Hit/Miss Analysis - field.

54. Click in the ABC Initialization:Group field to use a predefined ABC items and assignment group from which to load items to include in your cycle count.

55. Click the ABC Initialization:Group List of Values (LOV) button.

56. If only one ABC group exists, it will populate as the default. In this example, 897 Item Cost automatically populates.

57. Click Save to save your work.


- Creating a cycle countEnd of Procedure.

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Create Physical Inventory CountsLearning Objective: In this topic, you will learn how to complete physical inventory counts. The Physical Inventory Tag Counts page enables users to enter the physical inventory quantities. Upon completion of this topic you will be able to:

Navigate to the Physical Inventory Tag Counts page. Enter item quantities.

Procedure


- Creating physical inventory counts


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In order to create physical inventory count parameters, click the CCH 897 INV Manager link.


3. Click the Physical Inventory link.

4. Click the Physical Inventories link.

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Step Action5. The Physical Inventories Summary page is displayed. Use the Physical

Inventories Summary page to view existing physical inventories and to create new physical inventories.


6. The Define Physical Inventory page is displayed. Use the Define Physical Inventory page to enter the parameters for the new physical inventory.

7. Click into the Name field and enter the desired information into the Name field. In this example, enter "Demonstration Count".

8. Click the Required List of Values (LOV) button.

9. Select the appropriate requirements for adjustments. In the example, click the If out tolerance list item to hold for approval counts that are outside of quantity variance or value tolerance limits.

10. Click in the Approval Tolerance Plosive field.

11. Enter the desired information into the Approval Tolerance Positive field. In this example, enter "10".

12. Click in the Approval Tolerance Negative field. It will automatically populate with the value in the Approval Tolerance Positive field.

13. Click in the Cost Variance Positive field.

14. Enter the desired information into the Cost Variance Positive field. In this example, enter "300".

15. Click in the Cost Variance Negative field. It will automatically populate with the value in the Cost Variance Positive field.

16. Click the Snapshot button.

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Step Action17. A confirmation message is received. Click the OK button.

18. Click the Tools menu.

19. Click the Perform snapshot menu.


21. Click in the Name field.

22. Click the Find... button.

23. The Physical Inventory page is displayed. Click the appropriate physical inventory name, in this example select the Demonstration Count list item.


25. Click the Tags button.

26. The Generate Physical Inventory Tags page is displayed. Use the Generate Physical Inventory Tags page to generate the tag numbers for the physical counts.

Click in the Starting Tag field.

27. Enter the desired information into the Starting Tag field. In this example enter "A000".

28. Click in the Digit Increments field.

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Step Action29. The digit increment pattern, ending tag number and total number of tags is

automatically populated.

Click the Generate button.

30. A confirmation message is received.



32. The Snapshot Complete checkbox is enable and the Snapshot Date is updated.



- Creating Physical inventory CountsEnd of Procedure.

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Create Move Order Issue (Non-PAR) - ManagerLearning Objective: In this topic, you will learn how to manually generate a Move Order Requisition to transact subinventory and account transfers within your organization. Once a requisition is approved, it becomes a Move Order. Move orders allow the movement of material for purposes like replenishment, material storage relocations, and quality handling. You can generate move orders either manually or automatically depending on the source type you use. Upon completion of this topic you will be able to:

Navigate to the Move Orders page. Setup a Move Order Issue source type. Assign items to the move order. Assign source and destination locators. Assign Required by Date and Move Order reason. Approve the Move Order Issue.

Procedure


- Creating a move order issue


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In order to create a move order issue, click CCH XXX INV Manager responsibility link.



2. Click the Move Orders link.

3. Click the Move Orders submenu link.

4. The Move Orders window displays, in this window, you can create or search for a move order.

- Status defaulted to "Incomplete"- Move Order Type defaulted to "Requisition"

Note: the status will remain "Incomplete" until it is approved.

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Step Action5. Click in the Number field.

6. Press the [Tab] button.

7. A move order number will automatically populate in the Number field.

8. Click in the Transaction Type field.

9. Click the Transaction Type List of Values (LOV) button.

10. The Transaction Types page is displayed, with the following options:

- Move Order Issue: Issues items to a designated location.- Move Order Transfer: Transfer items from one subinventory to another within the same inventory organization.

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Step Action11. The defaulted transaction type is Move Order Issue.

Click the OK button to accept the default.

12. Click in the Item field to enter the item number for which you want to perform a move order.

13. For this example, enter item number "14413".

14. Click in the Transaction Type field.

15. The Transaction Type will automatically populate to "Move Order Issue" and the current date will automatically populate in Date Required. This is the date the items are required to be in the destination subinventory.

16. Click in the Primary Quantity field.

17. Enter the quantity to move in the Primary Quantity field. In this example, enter "1".

18. Click the Source tab to enter the move item's source subinventory and locator information.

19. Enter the source subinventory iformation into the Subinventory field. In this example, enter "STRM".

20. Click in the Locator field. The Locator field automatically populates to the default locator associated with the subinventory.

21. Click the Destination tab.

22. Click in the Location field.

23. Enter the move location into the Location field. In this example, enter "4897%strm".

24. Press the Tab key to initiate the location search.

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Step Action25. The Ship to Location window is displayed.

Click the OK button to accept the first location in the list.

26. In this example, the account number auto populated. You may have to select an account from the Account List of Values (LOV) button.

27. You are navigated to the Control tab.

Click the Reason List of Values (LOV) button.

28. Optionally, enter a reason for the move order issue.

For this example, click the Damaged Product list item.



31. Click the Approve button.

32. The status of the Move Order Issue is updated to Approved.


- Creating a move order issueEnd of Procedure.

Transactions

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Manufacturer Part Number searchLearning Objective: In this topic, you will learn how to search for manufacturer part numbers. The Item Search page enables users to search for a manufacturer and view part numbers, corresponding item numbers and descriptions. Upon completion of this topic you will be able to:

Navigate to the Find Manufacturer page. Search and find a manufacturer. Query the manufacturer's part numbers.

Procedure

- Searching for manufacturer part numbers

Estimated time to complete this topic is: 1 minute

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In order to perform a manufacturer part number query, click CCH XXX INV Manager responsibility link.



2. Click the Items link.

3. Click the Manufacturers' Part Numbers link.

4. Click the MPN Query-Only link.

5. The Manufacturers window is displayed. In this window you can view:

- Manufacturer code- Manufacturer description

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Step Action6. To find a specific manufacturer,

Click the Find button.

7. The find Manufacturer window is displayed.


8. Enter a portion of the name of the manufacturer to find into the Find field, behind the percent (%) sign.

In this example, enter "abbot".9. Click the Find button.

10. Select the appropriate manufacturer.

In this example, select the ABBOTT LABS DIABETES CARE list item.

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Step Action11. Click the OK button to select it.

12. Click the Parts button.

13. The Manufacturer Part Numbers window for the selected manufacturer is displayed. This window displays three columns:

- Part- Item- Description

14. Click the Close button to return to the Navigator.

15. Click the Close button on the Navigator window to return to Oracle's Home page.

16. A confirmation to exit Oracle forms is displayed.



- Searching for manufacturer part numbersEnd of Procedure.

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Training Guide

Complete Miscellaneous TransactionLearning Objective: In this topic, you will learn how to process miscellaneous issues and receipts. With a miscellaneous transaction you can transfer inventory to or receive inventory from general ledger accounts in your organization. Upon completion of this topic you will be able to:

Navigate to the Miscellaneous Transaction window. Enter the date and time of entry for the transaction. Enter a miscellaneous transaction type for the transfer. Associate a general ledger account for the item used in the transaction.

Procedure


- Completing a miscellaneous transaction.


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Step Action1. After logging on with your username and password, the Oracle application's


II order to perform a miscellaneous transaction, click your valid responsibility link.


click the CCH 897 INV Manager link.


3. Click the Vertical Scrollbar.4. Click the Miscellaneous Transaction link.

5. The Miscellaneous Transaction - window is displayed.

In this window, you can complete a Miscellaneous Transaction.

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Step Action6. Click in the Type field.

7. Click the Type List of Values (LOV) button.

8. The Transaction Types window is displayed.


9. Enter the desired search criteria information into the Find field.

In this example, enter "miscellaneous".


11. Click the Miscellaneous receipt list item.


13. Click the Transaction Lines button.

14. Click in the Item field.


16. Enter the desired item number into the CC_ITEMS field.

In this example, enter "%".

17. Select the CLS-0012 Purell Instant Hand Sanitizer Refill list item.


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Training Guide

Step Action18. Click the Subinventory List of Values (LOV) button.

19. Click the WHS list item.


Step Action21. Scroll across to find Quantity.

Click the Scrollbar.

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Step Action22. Click in the Quantity field.

23. Enter the desired quantity information into the Quantity field.


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Training Guide

Step Action24. Scroll across to find Location.

Click the Horizontal Scrollbar.

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Step Action25. Click in the Location field.

26. Click the Location List of Values (LOV) button.

27. Enter the desired search criteria information into the Find field.

In this example, enter "1110%".

28. Click the OK button to accept the first location in the results.

29. Click in the Account field.

30. Note: When you click in the Account field, the account number will automatically populate.

31. Click in the Unit Cost field.

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Step Action32. Enter the desired cost information into the Unit Cost field.

In this example, enter "14.56".



- Completing a miscellaneous transaction.End of Procedure.

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Training Guide

Complete InterOrg TransferLearning Objective: In this topic, you will learn how to perform an inter-organization transfer to move inventory directly from a source organization to a destination organization. With a InterOrg transfer, you can transfer inventory to or receive inventory between organizations in the enterprise. Upon completion of this topic you will be able to:

Navigate to the Inter-organization Transfer window. Enter the date and time of entry for the transfer. Enter the source subinventory and the destination locator. Enter the transfer quantity. Complete the transfer.

Procedure


- Completing an inter-organization transfer.


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In order to perform an inter-organization transfer, click your valid responsibility link.




3. Click the Vertical Scrollbar.4. Click the Inter-organization Transfer link.

5. The Inter-organization Transfer window is displayed.

In this window, you can complete an inter-organization inventory transfer.

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Training Guide

Step Action6. Click in the To Org field.

7. Click the To Org (LOV) button.

8. For this example, click the OK button to select CCH Cermak Health Services of Cook County

9. Click the Type button.

10. he Type value list field automatically updates to "Direct Org Transfer".11. Click the Transaction Lines button.

12. Enter the item number of the item to transfer into the Item field.

For this example, enter "32818".

13. Click in the Sub inventory field.

14. Enter the desired information into the Sub inventory field. Enter "STRM".

15. When you populate the Subinventory field, the Locator field will automatically populate.

16. Click in the To Subinv field.

17. Click the To Subinv List of Values (LOV) button.

18. For this example, you will click the OK button to select CERM from the list of values.

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Step Action19. Scroll across to find Quantity.


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21. Enter the desired quantity to transfer into the Quantity field.

For this example, enter "10".

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Training Guide

Step Action22. Scroll across to find the Reference field.


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Step Action23. Click in the Reference field.

24. Enter the reason for the transfer into the Reference field.

In this example, enter "for immediate need".



- Completing an inter-organization transfer.End of Procedure.

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Training Guide

Complete Subinventory TransferLearning Objective: In this topic, you will learn how to complete a subinventory transfer transaction. You can transfer material within your current organization between subinventories, or between two locators within the same subinventory. You can transfer from asset to expense subinventories. Oracle Inventory allows you to use user-defined transaction types when performing a subinventory transfer. Upon completion of this topic you will be able to:

Navigate to the Subinventory Transfer widow. Enter the date and time of entry for the transaction. Enter a transaction type for the subinventory transfer. Enter the quantity of the inventory item to transfer. Process the transfer.

Procedure


- Completing a subinventory transfer


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Training Guide



In order to complete a subinventory transfer, click your valid responsibility link.

Note: The responsibility link may be different depending on your organization. In this example, a CCH 897 Manager responsibility is assumed.



3. Click the Subinventory Transfer link.

4. The Subinventory Transfers window is displayed.

In this window, you can add or complete a Subinventory Transfer.

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Training Guide



7. The Transaction Types window is displayed.

Click the Subinventory Transfer list item.



10. Enter the item number to transfer into the Item field.

In this example, enter "CLS-0012".

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Training Guide

Step Action11. Click in the Subinventory field.

12. Enter the subinventory of the item to transfer into the Subinventory field.

In this example, enter "WHS".

13. Note: when the Subinventory value is entered, the Locator field will automatically populate.

14. Click in the To Subinv field.

15. Click the To Subinv list of values (LOV) button.

16. For this example, you will select AUTO from the list of values.Click the OK button.

17. Click in the Quantity field.

18. Enter the quantity to transfer into the Quantity field.


19. Click the Save button to process the transfer.


- Completing a subinventory transfer.End of Procedure.

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Training Guide

View Items Supply/Demand - ManagerProcedure


- Viewing an item's supply and demand history




In order to view and item's supply and demand history, click CCH XXX INV Manager responsibility link.



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Training Guide

Step Action2. Click the On-hand, Availability link.

3. Click the Item Supply/Demand link.

Step Action4. The Find Supply/Demand Item window is displayed.

Use the Find Supply Demand Item window to search and retrieve the item for which you want to review the supply and demand history.

Click the Item List of Values (LOV) button.

5. Click in the CC_ITEMS field.

6. Enter the desired item number into the CC_ITEMS field.


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Training Guide


8. Click the Include List of Values (LOV) button.

9. Click the All subinventories list item.


11. The Supply/Demand Detail window is displayed.

The Supply/Demand Detail window displays the item's:

- Supply/demand source type- Source identifier- Available quantity- Scheduled supply or demand quantity for the item

Note: positive quantities indicate supply and negative quantities indicate demand.


- Viewing an item's supply and demand historyEnd of Procedure.

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Training Guide

Item Search - ManagerProcedure


- Searching for an inventory item




In order to query for an inventory item, click CCH XXX INV Manager responsibility link.



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Training Guide

Step Action2. Click the Items link.

3. Click the Item Search link.

Step Action4. The Find Items window for your organization is displayed.

Click in the Item Mask field.

5. Enter the desired item number into the Item Mask field.


6. Click the Show Quantity option checkbox.

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Step Action7. Click the Find button.

8. The Item Search window is displayed, showing the item's:

- Number- Description- Organization- Unit of Measure (UOM)- On-hand quantity


- Searching for an inventory item

End of Procedure.

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Training Guide

Complete Account Alias IssueLearning Objective: In this topic, you will learn how to use an Account Alias to scrap inventory.

An Account Alias is an easily recognized name or label representing a general ledger account number. You can view, report, and reserve against an account alias.

During a transaction, you can use the Account Alias instead of an account number to refer to the account.

Upon completion of this topic you will be able to:

Navigate to Miscellaneous Transactions. Complete an Account Alias Issue.

Procedure


- Completing an account alias issue


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Training Guide



In order to complete an account alias issue, click your valid responsibility link.



2. Click the Vertical Scrollbar.3. Click the Transactions link.

4. Click the Miscellaneous Transaction link.

5. The Miscellaneous Transaction window is displayed.

The date will automatically populate the current date and time. You can change the date as necessary.

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8. The Transaction Types window is displayed. Account alias issue is the default selection.

Click the OK button to accept the default.

9. Click the Source LOV button.

10. The Account Alias window is displayed.

Click the Scrap List item.



13. The Account alias issue - Scrap window is displayed.

In this window, you can add items to your Account alias issue.


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Step Action15. To search for a specific Item you can enter the specific item name or use "%" to

retrieve all items.

For this example, we will perform an all item search.

Enter the desired information into the CC_ITEMS field. Enter "%".


17. Click the Anti bacterial Multi-Surface Cleaner list item.


19. Click the Sub inventory List of Values (LOV) button.

20. The Subinventories window is displayed.

Click the WHS list item.


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Training Guide

Step Action22. Scroll across to find the Quantity Field.


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24. Enter the desired quantity into the Quantity field. Enter "1".

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Training Guide

Step Action25. Scroll across to find the Reason Field.


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Step Action26. Although the reason field isn't required, filling in the detail provides a more

refined record.

Click in the Reason field.

27. Click the Reason List of Values (LOV) button.

28. The Transaction Reasons window is displayed.

In this example, select Cancelled Order.



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Training Guide

Step Action30. This topic covered:

- Completing an Account Alias Issue

Estimated time to complete this topic is: 4 minutesEnd of Procedure.

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Training Guide

View Item CostsLearning Objective: In this topic, you will learn how to view an item's cost.

The Item Cost Summary and Item Cost Details windows enables users to view an item's basic cost and cost control information.

Upon completion of this topic, you will be able to:

Navigate to the Item Cost Summary window. Navigate to the Item Cost Details window. View the item's basic cost. View the item's control cost information. View the item cost by various view inquiries.

Procedure


- Viewing an item's cost.


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Training Guide



In order to view an item's cost, click your valid responsibility link.


lick the CCH 897 INV Manager link.

2. Click the Costs link.

3. Click the Item Costs link.

4. The Find Item/Cost Type window is displayed.

In this window, you can search by item number or cost type.

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Training Guide

Step Action5. In this example, we will search by item number.

Enter the desired item number into the Item field. Enter "13236".


7. The Item Costs Summary window is displayed.

In this window, you can view the item costs summary.8. Click the Horizontal Scrollbar to move right to see additional fields.

9. Click the Open button.

10. The Item Costs Details window is displayed.

11. Click the Views button to see item cost detail by multiple, different view inquiries.

Click the Views button.

12. Click the Activity by level list item.


14. The Activity by Level view displays:

- The activity- This level cost- Previous level cost- Total unit cost for each activity- The percent of total unit cost for each activity- Total costs for the item by level- In total and the percentage total


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Step Action16. This topic covered:

- Viewing an item's cost.End of Procedure.

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Training Guide

Open/Close Inventory PeriodsLearning Objective: In this topic, you will learn how to open an inventory period.

Transactions in Oracle Applications are date-stamped. When a transaction is executed, the transaction date must fall in an open period. If that period is not open then Oracle Inventory prevents any further transaction processing.


Navigate to the Material Open Accounting Periods window. Change an accounting period from "Future" to "Open".

Procedure


- Opening/closing inventory accounting periods.


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Training Guide



In order to open/close an inventory period, click CCH XXX INV Manager responsibility link.



2. Click the Accounting Close Cycle link.

3. Click the Inventory Accounting Periods link.

4. The Inventory Accounting Periods window is displayed.

In this window, you can change the status of an Inventory account period from Future to Open/Closed.

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Step Action5. To open an inventory period select the period to be opened and then, click in

the Status field.

6. Click the Change Status... button.

7. A Caution window will display asking if you want to "Open this period".

Click OK to open the period or Cancel to stop the process.

In this example, click the OK button.

8. A confirmation message displayed showing that the Transaction is complete.

The Status for the inventory period is now open.


- Opening/closing inventory periods.End of Procedure.

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Training Guide

Transact Move Order (Non-PAR) - ManagerLearning Objective: In this topic, you will learn how to allocate items on an approved move order and transact it for movement.

After a move order has been approved, you must allocate the move order lines and then transact the move order. Each move order line is a single request. Allocating is the process of sourcing to fulfill a request line. Transacting is the process of transferring from the sourcing subinventory to the destination subinventory. You can either transact all the move order lines at once or transact one detail line at a time. Once transacted, the items can be picked and moved.


Navigate to the Transact Move Order window. Allocate all move order line items or allocate one line item at a time. Transact the move order.

Procedure


- Transacting a move order (non-PAR)


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Training Guide

Step Action1. In order to transact a move order issue, click CCH XXX INV

Manager responsibility link.



2. Click the Move Orders link.

3. Click the Transact Move Orders link.

4. The Find Move Order Lines window is displayed.

In this window you can search for move orders by number, description, and order creator.

In this example we will search for all of your organization's move orders in the system.

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Training Guide

Step Action5. Click the Find button to locate the requisitions.

6. The Transact Move Orders window is displayed.

Click the Select checkbox on the row of the requisitions you wish to transact.

In this example, we will transact move order 22009.

7. Click the View/Update Allocations button to view the allocation details of the selected move orders.

8. The Transact Move Order Line Allocations window is displayed.

Click in the Locator field.

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Step Action9. the Locator field will automatically update with a suggested subinventory

source location.

Click the Transact button.

10. You can choose to view or update another move order's allocation details or exit the window.


- Transacting a move order (non-PAR)End of Procedure.

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Training Guide

Returning Received ItemsLearning Objective: In this topic, you will learn how to return a received item back to the supplier. The Receiving Returns window is used to return full or partial line item quantities to the item's supplier. Upon completion of this topic you will be able to:

Navigate to the Find Returns window and find the Purchase Order associated with the received item.

Navigate to the Receiving Returns window and initiate item returns.

Procedure


- Returning received items to the supplier.


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In order to putaway an item, click CCH XXX INV Receiver responsibility link.


In this example, click the CCH 897 INV Receiver link.


3. Click the Receiving link.

4. Click the Returns link.

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Step Action5. The Find Returns window is displayed.

Click in the Purchase Order field to enter the correct PO.

6. Enter the Purchase Order (PO) number with the items you wish to return, into the Purchase Order field.



8. The Receiving Returns window is displayed.

Click in the Quantity field to enter the number of items to be returned.

9. Enter the quantity to return into the Quantity field.

In this example,enter "2".

10. Click in the Return To field.

11. Click the Return To List of Values (LOV) button.

12. The Return to field is automatically updated to Supplier, and the Supplier/Customer/Location field is populated with the returned item supplier's location.



- Returning received items to the supplier.End of Procedure.

Approvals

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Training Guide

Approve Physical Inventory CountsLearning Objective: In this topic, you will learn how to approve physical inventory counts. The Approve Physical Adjustments Summary page enables users to view quantity variance and value tolerance limits, and approve, reject or perform no action on a physical inventory count. Upon completion of this topic you will be able to:

Navigate to the Approve Physical Adjustments Summary page. View quantity variance and value tolerances for the count. Approve or reject specific items in the count. Approve or reject all items in the count.

Procedure


- Approving physical inventory counts


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Training Guide

Step Action1. After logging on with your username and password, the Oracle Application' s


In order to approve a physical inventory count, click your valid responsibility link.




3. Click the vertical scrollbar.4. Click the Physical Inventory link.

5. Click the Approve Adjustments link.

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Training Guide

Step Action6. The Approve Physical Adjustments Summary page is displayed.

Click the Name List of Values (LOV) button.

7. The Physical Inventories page is displayed.

Select the name of the appropriate physical count. In this example, select the Demonstration Count List item.



10. Click the No button.

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11. To view count information for additional items, Click the vertical scrollbar to move down to the desired location.

12. To approve an specific item, Click the Approval Options Approve radio button on the line item's row.

13. To reject a specific item, click the Approval Options Reject radio button on the line item's row.

14. To see an item's count detail, click the Item Details tab.

15. Click the Adjustments tab.

16. To approve the entire physical count, click the Approve All button.


18. To see approver detail, re-query the adjustment count name.

Click in the Name field.

19. Click the Name button.

20. Select the appropriate physical inventory count name, in this example, select the Demonstration Count List item.


22. Click the Approver tab.

23. To see additional approver rows, click the Vertical scrollbar.

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24. To see an specific item's count detail, click the checkbox to the left of the item and click the Item Details tab.

25. To see the tag numbers, click the Tags button.




- Approving physical inventory countsEnd of Procedure.

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Training Guide

Approve Cycle CountLearning Objective: In this topic, you will learn how to approve cycle counts pending approval. The Count Adjustments Approvals Summary page enables users to approve adjustments, reject the cycle count or request a recount. Upon completion of this topic you will be able to:

Navigate to the Count Adjustments Approvals Summary page. Select a pending cycle count. View the cycle count's adjustment, count and variance details. Approve the cycle count.

Procedure


- Approving cycle counts


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Training Guide



In order to complete cycle counting, click the CCH 897 INV Manager link.

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Step Action2. Click the Counting link.

3. Click the Cycle Counting link.

4. Click the vertical scrollbar.Click the scrollbar.

5. Click the Approve Counts link.

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Training Guide

Step Action6. The Count Adjustment Approvals Summary Page is displayed. The Count

Adjustment Approvals page allows you to view cycle counting item and approval details.

Click the Cycle Count List of Values (LOV) button.

7. The Cycle Counts page is displayed. Select the appropriate cycle count. In this example, select the 1stMonCounts List item.



10. The Decision Page is displayed.Click the Yes button to query only the items that need approval.

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Step Action11. The items to review/approve are returned. The first item is selected by default.

Click the Open button.

12. The Count Adjustment Approvals page is displayed.

The displayed information includes:

- Item detail- Subinventory detail- Adjustment and cycle count transaction detail

Click the Approved radio button.


14. A confirmation message is received.



16. Notice the status of the first item is now Approved.

17. Click in the checkbox to the left of the second inventory item in the List.

18. The Count Adjustment Approvals page is again displayed with details of the second item's cycle count.

To approve the cycle count, click the Approved radio button.


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Step Action20. A confirmation message is received.



22. Click the Count History button to view the item's count history and current count adjustment variances and amounts.


24.End of Procedure.

Reports

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Training Guide

Run Min-Max Planning ReportLearning Objective: In this topic, you will learn how to run a min-max planning report request. Use the Min-Max Planning Report to show planning information for all items, or items with on-hand balances either below or above their assigned minimum or maximum on-hand quantities. The Min-Max Planning Parameters window enables users to create min-max report parameters, request a report and view it. Upon completion of this topic you will be able to:

Navigate to the Min-Max Planning Parameters window. Request an all organization or specific subinventory planning report. View the requested output.

Procedure


- Running a Min-Max planning report


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Training Guide



In order to run a min-max planning report, click CCH XXX INV Manager responsibility link.



2. Click the Planning link.

3. Click the Min-Max Planning link.

4. The Parameters window for min-max planning is displayed.

In this window, you can edit the report parameters to fit your reporting need.

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Training Guide

Step Action5. Click the Horizontal scrollbar to reveal additional parameter fields.

6. Click in the Restock field.

7. Click the Restock List of Values (LOV) button.

8. Click the No list item within the Restock menu.



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Step Action11. Click Submit to process the report request.

12. A confirmation that your request was successfully submitted is received.

Click the No button to terminate additional report requests.

13. Once you have completed your Min-Max Report request, you will have to find your request to view the report output.

14. Click the Requests list item.

15. Click the Open button.


17. Select the corresponding request and click the View Output button.

18. The report output opens in a separate browser tab. Once you are done viewing the output, close the browser tab to return to the Oracle application.

19. This topic will cover:

- Running a Min-Max planning report

End of Procedure.

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