Oracle Inventory 1/5

1.      Define Location

Set up and name a location for your organization

Navigation:          Inventory > Setup > Organizations > Locations

Screen:                 Locations

Field Name	Remarks
Name	XX-LOCATION
Description	XX Location
	Stay on Address Details Tab
Address Style	United States
Address	Location Address window opens..
Address Line 1	123 MAIN STREET
Address Line 2
Address Line 3
City	Select: Atlanta
State	GA
Zip Code	30010
County	Select: Fulton
Country	Select: United States
Telephone
	Click on OK. Go to Shipping Details Tab
Ship-to Location	XX-LOCATION
Ship-to Site	Check the box
Bill-to Site	Check the box
Office Site	Check the box
Internal Site	Check the box
Receiving Site	Check the box

Click on the Save icon.

2.      Define Organization

Set up and name your organization for your team

Navigation:          Inventory > Setup > Organizations > Organizations > Click on “New”

Screen:                 Organization

Field Name	Remarks
Name	XX-ORG
Type	Plant

Field Name	Remarks
Dates From	Use the Default
Dates To	Leave Blank
Location	XX-LOCATION
Internal or External	Internal
Location Address	Use the Default
Internal Address	Leave Blank
	Click on the Save icon.
Organization Classifications
Name	Inventory Organization  ( Enter or Choose from the LOV)
Enabled	Click the Check Box
	Click on the Save icon.
	With cursor in Name Click on Others button
	Select Accounting Information
	Click on OK then press tab
Accounting Information
Set of Books	Vision Operations (USA)
Legal Entity	Vision Operations
Operating Unit	Vision Operations
	Click on OK Click on OK
	Click on Save icon
	Click on Others button
	Select Inventory Information
	Stay on the Inventory Parameters tab

Field Name	Remarks
Organization Code	XX
Master Organization	Vision Operations
Calendar	XX-CAL
Process Enabled	Do not check the box
Demand Class
Move Order Timeout Period	60
Move Order Timeout Action	Approve Automatically
Allow Negative Balances	Check the Box
Locator Control	Determined at Sub Inventory level
	Go to Costing Information Tab
Costing Information
Costing Organization	Display - Cannot be changed
Costing Method	Average
Rates Cost Type
Transfer to GL	Summary
Reverse Encumbrance	Do not check the box
Default Material Sub-Element
Valuation Accounts
Material	01-000-1410-0000-000
Outside Processing	01-000-1450-0000-000
Material Overhead	01-000-1420-0000-000
Overhead	01-000-1430-0000-000
Resource	01-000-1440-0000-000
Expense	01-520-7530-0000-000
	Go to Revision, Lot, Serial tab
Starting Revision	A
Lot Control: Uniqueness	Across items
Lot Control: Generation	At item level
Zero Pad Suffix	Do not check the box
Lot Control: Prefix	LOT#
Lot Control: Total Length	30
Serial Control: Uniqueness	Within Inventory Items
Serial Control: Generation	At Organization Level
Serial Control: Prefix	SER#
Serial Control: Starting Number	1000
	Go to  ATP, Pick, Item Sourcing tab
ATP, Pick, Item Sourcing
ATP Defaults Rule	Total ATP, No DC
Picking Defaults Rule	RevSub
Picking Defaults: Subinventory Order
Picking Defaults: Locator Order
Item Sourcing Detail: Type	Supplier
Item Sourcing Detail: Org
Item Sourcing Detail: Subinv
	Go to Inter-org Information tab
Inter-org Information
Inter-org Transfer Charge	Check the radio button “Predefined Percent”
Predefined Percent	10
Inter-org Transfer Accounts
Transfer Credit	01-520-5290-0000-000
Purchase Price Variance	01-520-5210-0000-000
Receivable	01-000-1810-0000-000
Payable	01-520-2370-0000-000
Intransit Inventory	01-000-1460-0000-000
	Go to Other Accounts Tab
Other Accounts
Invoice Price Variance	01-520-5220-0000-000
Accounts Payable Accrual	01-000-2220-0000-000
Encumbrance
Profit and Loss Accounts
Sales	01-520-4110-0000-000
Cost of Goods Sold	01-520-5110-0000-000

·                                                                                                         Click on the Save icon

·                                                                                                         Close the window

·                                                                                                         Click on the Others Button

·                                                                                                         Select Receiving Information

Field Name	Remarks
Receipt Date:
Days Early	5
Days Late	5
Action	Warning
Over Receipt Controls:
Tolerance	5
Action	Warning
Miscellaneous:
Allow Substitute Receipts	Check the Box
Allow Unordered Receipts	Check the Box
Allow Express Transactions	Check the Box
Allow Cascade Transactions	Check the Box
Allow Blind Receiving	Do not check the Box
Receipt Routing	Standard Receipt
Enforce Ship-To	Warning
ASN Control Action	Warning
Receipt Number Options:
Action	Automatic
Type	Numeric
Next Receipt Number	1001
Receiving Inventory Account	01-000-1410-0000-000
	Click on the Save icon
	Close the Receiving Options Window
	Close the Organizations window.

3.      Attach Organization at Location Definition

Tie the Location to the Organization

Navigation:          Inventory > Setup > Organizations > Locations

Screen:                 Location

Steps:

Field Name	Remarks
	Enter Query (F11)
Location	Enter “XX-LOCATION”
	Execute Query (CTRL F11)
	Go to Other Details tab
Inventory Organization	XX  ( Enter or Pick the value from LOV)
	Click on Save icon

4.      Define Subinventories

You define one or more subinventories for each inventory organization. A Subinventory is a physical or logical grouping of your inventory, such as raw material, finished goods, defective material, or a freezer compartment.

Navigation:          Inventory > Setup > Organizations > Subinventories   Choose Organization (M1)

Screen:                 Subinventories (M1)

Define two Sub inventories named XX-STORES and XX-SHOP

Field Name	Remarks
	Inventory > Setup > Organizations > Subinventories
	Choose Organization “M1” from the List of values if asked.
	Click on New
Name	XX-STORES
Description	XX Stores
Quantity Tracked	Check the Box
Asset Subinventory	Check the Box
Depreciable	Check the Box
Include in ATP	Check the Box
Allow Reservation	Check the Box
Nettable	Check the Box
Locator Control	Item Level
Picking Order
Inactive On
	Click on Save icon

Field Name	Remarks
	Inventory > Setup > Organizations > Subinventories
	Choose Organization “M1” from the List of values if asked.
	Click on New
Name	XX-SHOP
Description	XX Shop Floor
Quantity Tracked	Check the Box
Asset Subinventory	Check the Box
Depreciable	Check the Box
Include in ATP	Check the Box
Allow Reservation	Do not check the Box
Nettable	Check the Box
Locator Control	None
Picking Order
Inactive On
	Click on Save icon

5.      Define Stock Locators

Locators are optional structures within subinventories. Locators may represent rows, aisles, or bins in warehouses. You can receive items directly into and ship items directly from locators.

Navigation:          Inventory > Setup > Organizations > Stock Locators

Screen:                 Stock Locators

Field Name	Remarks
	Click on the New Button
	Click on the LOV
Row	XX First Row
Rack	XX First Rack
Bin	XX Fifth Bin
Project	Leave it blank
Task	Leave it blank
Description	XX Stock Locator
Type	Pick the Value “Storage locator” from LOV
Status	Active
Subinventory	Choose from the LOV “XX – Stores”
Picking order	Leave it blank
Inactive On	Leave it blank
	Click on Save icon