R12.x Oracle Inventory Management Fundamentals Volume 1 - Student Guide

Transcription

1 R12.x Oracle Inventory Management Fundamentals Volume 1 - Student Guide D60263GC10 Edition 1.0 April 2010 D66274

2 Copyright 2007, 2010, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author John Salvini Technical Contributors and Reviewers Itzik Pripstein, Vera Reyna, Lez Stodart This book was published using: oracletutor

3 Table of Contents R12.x Overview of Oracle Inventory R12.x Overview of Oracle Inventory Objectives Overview of Oracle Inventory Inventory Capabilities Receipt to Issue Life Cycle Receiving Inventory Quiz Receiving Inventory Transferring Inventory Issuing Inventory Quiz Oracle Inventory Application Integration Summary R12.x Defining Inventory Organizations R12.x Defining Inventory Organizations Objectives Inventory Organizations Inventory Organization Structure Quiz Sample Inventory Organization Multi-Organization Structure Setting Up Locations Defining Organizations Quiz Inventory Parameters Costing Parameters Revision, Lot, Serial, and License Plate Number (LPN) Parameters ATP, Pick, Item-Sourcing Parameters Interorganization Parameters Other Account Parameters Warehouse Management Parameters What Is a Subinventory? Defining Subinventories Locator Control Dynamic and Static Locators Quiz Subinventory-Locator Relationship Locator Flexfield Structure Interorganization Shipping Networks Shipping Method Additional Setup Steps Quiz Additional Organizational Setups Copying Inventory Organizations Organization Hierarchy Organization Reports Profile Options Implementation Considerations Summary R12.x Units of Measure i

4 R12.x Units of Measure Objectives Units of Measure Quiz Uses of Units of Measure Unit of Measure Class Unit of Measure Conversions Quiz Lot-Level Unit of Measure Conversions Units of Measure Setup Unit of Measure Reports Profile Options Organization Parameter Setup Implementation Considerations Summary R12.x Defining and Maintaining Item Fundamentals R12.x Defining and Maintaining Item Fundamentals Objectives What Is an Item? Steps to Set Up, Define, and Maintain Items Defining Items Item Master Organization Item Master Quiz Item Attributes Item Attribute Groups Item Status Unit of Measure Attributes Item Statuses and Attributes Status Attributes and Functionality Status Attribute Interdependencies Quiz Item Attribute Relationships Item Templates Creating Item Templates Enabling Attributes in a Template Organization Assignment and Organization Items Control Levels Quiz Revision Control Restricting Items to Subinventories Item Relationships Categories and Category Sets Assigning Items to Categories Quiz Item Catalogs Deletion Constraints and Deletion Groups Deletion Constraints Item Reports Profile Options Implementation Considerations Summary R12.x Lot and Serial Control R12.x Lot and Serial Control Objective Overview of Lot Control ii

5 Child Lots Setting Up Lot Control (Organization Parameters) Quiz Lot Number Uniqueness Setting Up Lot Control (Item Attributes) Managing Lots Quiz Expired Lots Disabled Lots Quiz Lot Number Purging Cycle Counts Under Lot Control Physical Inventory Under Lot Control Serial Number Overview Generating Serial Numbers Serial Uniqueness Quiz Maintaining Serial Numbers Lot Genealogy Serial Genealogy Lot and Serial Reports Profile Options Implementation Considerations Summary R12.x Transaction Setup R12.x Transaction Setup Objectives Overview Inventory Transactions Move Orders Quiz Transaction Source Types Transaction Action Transaction Reasons Transaction Types Predefined Transaction Types Quiz Transaction Managers Running Transaction Managers Creating Picking Rules Quiz Account Aliases Quiz Accounting Periods Material Shortage Alerts and Notifications Setting Up Shortage Alerts and Notifications Setting Up for Move Orders Setup Steps for Move Orders Profile Options Implementation Considerations for Shortage Checks Implementation Considerations for Move Orders Summary R12.x Issuing and Transferring Material R12.x Issuing and Transferring Material Objectives Overview of Inventory Transactions iii

6 Inventory Transactions Inventory Transactions Without Documents and Requisitions Inventory Transactions with Documents and Requisitions Control Options and Restrictions Miscellaneous Transactions Subinventory Transfer Quiz Inter-Organization Direct Shipment Inter-Organization Intransit Shipment Quiz Managing Receipts Quiz Express Receipts and Receiving Transactions Direct Receipts Standard Receipt Inspection Receipt Move Orders Quiz Move Orders Process Flow Move Order Requisition Approval Process Benefits of Managed Material Flow in a Facility Move Order Source Types Move Order Components Generate Move Orders Move Order Allocating Item Allocation Transact Move Orders Mobile Transactions Managing Shipments Transactions Reports Summary R12.x On-hand and Availability R12.x On-hand and Availability Objectives Overview of On-hand Quantity Overview of Reservations Overview of Availability Quiz Reservation Versus Allocation Quiz Material Workbench Display Options Quiz Viewing Available Items Material Workbench Transactions What Are Supply and Demand? Uses of ATP in Oracle Inventory Defining Computation Options Specifying Supply and Demand Time Fences Specifying Demand Sources Specifying Supply Sources Setting Up Item and Bills for ATP Checking ATP Checking Reservation Types Supply Types Demand Types iv

7 Reserving Material Quiz Reservation Management - Transfer Supply Reservation Management - Transfer Demand On-hand and Availability Reports Profile Options Implementation Considerations Summary R12.x Material Status R12.x Material Status Objectives Material Status Quiz Material Status Control Levels Quiz Material Status Transactions Quiz Cumulative Effective Status Examples of Material Status Setting Up Material Status Control Defining Item Material Status Control Assigning Material Status Control to Subinventories and Locators Assigning Planning Statuses Disabling Material Statuses Quiz Material Status Reports Profile Options Implementation Considerations Summary R12.x Replenishment Fundamentals R12.x Replenishment Fundamentals Objectives Overview of Inventory Planning Order Planning Quiz How Much to Order Replenishment Process for Intra-Org Supply Sources Replenishment Process for Supplier Supply Sources Replenishment Process for Inter-Org Supply Sources Replenishment Process for Production Supply Sources Replenishment Methods Overview of Inventory Forecasting Forecast Types Quiz Forecast Setup and Maintenance Oracle Inventory Replenishment Methods Replenishment Method Levels Safety Stock Economic Order Quantity Overview of Reorder-Point Planning Uses of Reorder-Point Planning Quiz Reorder-Point Planning Steps Performing Reorder-Point Planning Overview of Min-Max Planning Quiz v

8 Uses of Min-Max Planning Min-Max Planning Min-Max Planning: How Much to Order? Min-Max Planning Steps Item Planning Attributes Min-Max Planning Setup Procedure Selecting a Planning Level Entering Planning Attributes Submitting the Min-Max Planning Requests Overview of Replenishment Counting Uses of Replenishment Counting Quiz Replenishment Planning Steps Subinventories Window Item Subinventories Window Item Subinventories: Order Modifier Tab Replenishment Count Headers Replenishment Count Lines Processing Replenishment Counts Mobile Replenishment Count Overview Overview of PAR Counting Processing PAR Counts Reorder Quantity for PAR Count Overview of Kanban Replenishment Kanban Cards Kanban Planned Items Kanban Cards Kanban Supply Status Kanban Replenishment Sources Kanban Card Printing Planning and Replenishment Reports Profile Options Implementation Considerations Summary R12.x Inventory Accuracy Fundamentals R12.x Inventory Accuracy Fundamentals Objectives Overview of Inventory Accuracy Overview of ABC Analysis Quiz Defining an ABC Analysis Defining and Running an ABC Compilation Quiz ABC Compilation Criteria ABC Valuation Scope Defining ABC Groups Defining ABC Classes Quiz ABC Item Assignments Cycle Counting Overview Quiz Defining and Maintaining a Cycle Count Cycle Count Approval Tolerance Approval Tolerances Hit/Miss Tolerance Measurement Errors vi

9 Cycle Count Items Automatic Scheduling Manual Scheduling Count Requests Entering Cycle Counts Cycle Count Open Interface Count Adjustments and Approvals Automatic Recounts Approving Cycle Counts and Adjustments Mobile Inventory Accuracy Overview Physical Inventory Overview Why Perform Physical Inventories? Defining Physical Inventories Physical Inventory Tags Inventory Snapshots Entering Physical Inventory Counts Voiding Tags Quiz Approval Tolerances Physical Inventory Adjustments Accuracy Reports Profile Options Implementation Considerations Summary R12.x Table Information R12.x Table Information Objectives Organization Tables Subinventories and Locator Tables Item Master Tables Item Status Tables Item Categories Tables Item Reservation Tables Inventory Transaction Tables Using the etrm to View Technical Information Quiz Summary vii

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