Inventory Organization - Receiving Options

Platform: R12, 11.5

Refer to document ‘Create Inventory Organization‘.

[caption id="" align="alignnone" width="891" caption="Receiving Options"][/caption]

You also need to configure your Receiving Options and input your Accounting for Receiving.

Note, now you have configured your inventory organization. You need to do the same thing for all your inventory orgs (that is you need to configure the Additional Organization Information for all your inventory orgs).

Shameem Bauccha

24 June 2009

Inventory Organization - Organization Parameters

Platform: R12, 11.5

Refer to document ‘Create Inventory Organization‘.

Define Organization Parameters

1. Inventory Parameters

[caption id="" align="alignnone" width="716" caption="Inventory Parameters"][/caption]

Before defining any Inventory Organization, we need to have a Master Inventory Organization which acts as a central repository for items. After we have defined the Master Inventory Organization, we need to define its organization parameters. Generally we give the code 'IMM' to denote the Inventory Item Master Organization.

We need to attach the Master Organization in the Organization parameters. Attach the Inventory Calendar.

Refer to document 'Define Inventory Calendar'.

Configure the Inventory Parameters including locator control.

2. Costing Information

[caption id="" align="alignnone" width="717" caption="Costing Information"][/caption]

The Operating Unit is automatically picked up as the Costing Organization.

Choose the appropriate 'Costing Method' (FIFO, Standard, Average). Specify whether to Transfer to GL.

Input the valuation Accounts.

3. Revision, Lot, Serial and LPN

[caption id="" align="alignnone" width="716" caption="Revision, Lot, Serial and LPN"][/caption]

If you are using Lot, Serial and/or LPN control, configure this window, otherwise accept the default values.

4. ATP, Pick, Item-Sourcing

[caption id="" align="alignnone" width="717" caption="ATP, Pick, Item-Sourcing"][/caption]

If you are using iProcurement, configure the ATP defaults, Picking defaults and Item-Sourcing rules.

5. Inter-Org Information

[caption id="" align="alignnone" width="716" caption="Inter-Org Information"][/caption]

Configure this section for Inter-org transfers.

6. Other Accounts

[caption id="" align="alignnone" width="716" caption="Other Accounts"][/caption]





Specify the following Accounts:

• Receiving Accounts


• Profit and Loss Accounts


• Other Accounts

When you are done, save and click on 'OK'. You will get the following warning:





[caption id="" align="alignnone" width="412" caption="Note-Costing Method"][/caption]

Bauccha Shameem

24 June 2009

Inventory Organization - Customer/Supplier Association

Platform: R12, 11.5

Refer to document ‘Create Inventory Organization‘.

Customer/Supplier Association



[caption id="" align="alignnone" width="769" caption="Customer/Supplier Association"][/caption]

This is important to define if you will allow internal requisition and sales between your inventories.

Detailed explanation to follow during preparation of Inventory Tutorial.

Shameem Bauccha

24 June 2009

Inventory Organization - Accounting Information

Platform: R12, 11.5

Refer to document 'Create Inventory Organization'.

Accounting Information



[caption id="" align="alignnone" width="769" caption="Accounting Information"][/caption]



Attach your primary leder.

Based on your Primary Ledger, your Legal Entity i automatically picked up.

Optionally if you have defined an Operating or have multiple units on the same insrtallation, attach the Operating Unit.

Save and Click on 'OK'.

Shameem Bauccha

24 June 2009

Create Inventory Organization

Platform: R12, 11.5

Define Organization and classify organization as ‘Inventory Organization’

Refer to the following documents:

Setting up Organizations

Create Organization

Additional Organization Information

You can access the Additional Organization Information by selecting the classification and clicking on the 'Others' button.



Select appropriate Extra Information to configure.

[caption id="" align="alignnone" width="391" caption="Additional Organization Information"][/caption]

In the case of Inventory Organization, 4 Extra Info are defined:

• Accounting Information


• Customer/Supplier Association


• Inventory Information


• Receiving Information

Shameem Bauccha

24 June 2009

Define Inventory Calendar

Inventory --> Setup --> Calendar

Define Calendar. Select Quarterly Type, Specify Calendar Date Range.

[caption id="" align="alignnone" width="505" caption="Workday Calendar"][/caption]

1. Workday Patterns

Click on 'Workday Patterns' and define your patterns.



[caption id="" align="alignnone" width="476" caption="Workday Patterns"][/caption]

Save and Close.

2. Shifts

Click on 'Shifts'.


[caption id="" align="alignnone" width="505" caption="Shifts"][/caption]

Create your shifts and define the shift times.



[caption id="" align="alignnone" width="266" caption="Shift Times"][/caption]

Save and Close

3. Calendar Dates

Click on 'Calendar Dates' to define.



[caption id="" align="alignnone" width="854" caption="Calendar Dates"][/caption]

Save and Close.





Build Calendar

Once you are done with defining the Calendar, you need to build it for any change to take effect.

Go to the Menu and navigate as follow:

Tools --> Build

[caption id="" align="alignnone" width="123" caption="Build Calendar"][/caption]

A request is submitted.

[caption id="" align="alignnone" width="296" caption="Note"][/caption]

You can view the request.

[caption id="" align="alignnone" width="710" caption="Build Workday Calendar Request"][/caption]

Once your request is completed, your Calendar is ready. You can exit the ‘Workday Calendar’ window. It will remind you need to rebuild your calendar if you have made changes.

[caption id="" align="alignnone" width="414" caption="Reminder"][/caption]

Each time you make changes to your Calendar, remember to rebuild your calendar.

Shameem Bauccha

24 June 2009

High Level Setup for Inventory (INV) on R12

Platform: R12

Below is an overview of setup to do for Inventory on R12:

Define Key Flexfields.

1. System Items


2. Item Categories

Setup Locations

1. Define Locations

Setup Calendar

1. Define Calendar

Units of Measure

1. Define Units of Measure Classes


2. Define Units of Measure


3. Define Units of Measure Conversion

Inventory Organizations

1. Define Organizations


2. Define Organization Parameters


3. Define Subinventories


4. Define Stock Locators

Item Attributes

1. Define Item Attribute Controls

Categories

1. Define Category Codes


2. Define Category Sets


3. Define Default Category Sets

Status Codes

1. Define Status Codes

Transactions

1. Define Transaction Source Types


2. Define Transaction Types

Profile Options

1. Define Profile Options

Shameem Bauccha

24 June 2009

iProcurement - Enabling DFFs on iProcurement

Oracle allows you to enable your Requisition Forms at 3 levels: header, line and distributions.

These are the descriptive flexfields you have to customize:

1. Requisition Headers


2. Requisition Lines


3. Requisition Distributions

They will automatically appear on the forms. However for them to work on iProcurement, you have to personalize the 'Checkout Page' and enable the DFF.

(A detailed explanation of how to do that with the appropriate screenshot will follow tomorrow).

You should note that context is not enabled with iProcurement. You have to define your DFFs at the 'Global' level.

DFFs are not available for Receiving on iProcurement.

Information is valid for 11.5.10

Shameem Bauccha

21 June 2009

Oracle Apps - iProcurement - Extracting Items to Catalog

After you have made any changes to items or item assignments, it is important to extract your items to Catalog so that your changes may reflect in iProcurement.

Purchasing Super User --> Setup --> E-Catalog Admin --> Loader Values



[caption id="" align="alignnone" width="578" caption="Navigation"][/caption]



Click on Loader Values

[caption id="" align="alignnone" width="673" caption="Define Catalog Server Loader Values"][/caption]

Click on Extract Items

A concurrent request is launched.

[caption id="" align="alignnone" width="515" caption="Concurrent Request"][/caption]

View --> Requests --> Find



[caption id="" align="alignnone" width="751" caption="Find Request"][/caption]



Once the ‘Catalog Data Extract – Items’ request is completed successfully, the changes you made will reflect in iProcurement.

Release 11.5.10

Shameem Bauccha

18 June 2009

Click here to download document.