2.

1 Guided Demonstration - Setting up Locations

Responsibility = Inventory, ision !perations "S# 1. Navigate to the Locations window. (N) > Setup > Organizations > Locations. Na e! "12 Orlando (#ive $our own Na e! lalit location%) Description! Orlando "anufacturing 'ddress St$le! (nited States 'ddress Line 1! 1++ ,uena -ista Drive .it$! Orlando State! /L 0ip .ode! %21+% .ount$! Orange .ountr$! (nited States &elephone! ()+2) 12134+++ the list of values! *astern Ship3&o Location! "12 Orlando Ship3&o Site 9eceiving Site Office Site ,ill3&o Site :nternal Site 2. Define a Location using the following infor ation!

%. (&) 'ddress Details ). *nter the following address infor ation!

4. Select the following &i ezone fro 5. (&) Shipping Details

2. -erif$ the following 6o7es are chec8ed

1. Save and .lose for .

;o8da$ .alendar! lalitcale%

2.2. Guided Demonstration - Setting "p !rgani$ations

Responsibility% Inventory, ision !perations "S# 1. Navigate to the Organizations window. (N) > Setup > Organizations > Organizations. 2. (,) New in /ind window %. Set up a new organization using the following infor ation! Na e! "12 Orlando "/# lalit :nventor$ Org% &$pe! <lant Location! "12 Orlando "/#

). Save $our wor8. 4. :n the Organization .lassification alternative region= select the following infor ation! Na e! :nventor$ Organization *na6led! Selected

5. Save $our wor8. De&ine #ccounting In&ormation 2. (,) Others > 'ccounting :nfor ation. 1. *nter the following accounting infor ation! <ri ar$ Ledger! -ision Operations Legal *ntit$! -ision Operations Operating (nit! -ision Operations

>. Save $our wor8. De&ine Inventory 'arameters 1+. (,) Others > :nventor$ :nfor ation > (&) :nventor$ <ara eters 11. *nter the following inventor$ para eters! 2

Organization .ode! :te "aster Organization!

"12 -ision Operations -ision+1 ,lan8 5+ Da$s 'pprove auto aticall$

.alendar! De and .lass! "ove Order &i eout <eriod! "over Order &i eout 'ction! Locator .ontrol!

Deter ined at Su6inventor$ Level

'uto Delete 'llocations at "ove Order .ancel! Selected

12. (&) .osting :nfor ation 1%. *nter the following costing para eters! .osting "ethod! Standard &ransfer to #L! ?es 9everse *ncu 6rance! No <ro@ect .ost .ollect *na6led! No Defer Logical &ransactions! No .ost .utoff Date! ,lan8 Default "aterial Su63*le ent! ,lan8 "aterial Overhead Su63*le ent! ,lan8

1). *nter the following valuation accounts!

#ccount (ype "aterial Outside <rocessing "aterial Overhead Overhead 9esource *7pense #ccount +13+++31)1+3++++3+++ +13+++31)4+3++++3+++ +13+++31)2+3++++3+++ +13+++31)%+3++++3+++ +13+++31))+3++++3+++ +1342+324%+3++++3+++

14. (&) Other 'ccounts 15. *nter the following other account infor ation!

#ccount (ype <urchase <rice -ariance :nvoice <rice -ariance :nventor$ '< 'ccrual Sales .ost of #oods Sold 'ccount Deferred .O#S 'ccount

#ccount +1342+3421+3++++3+++ +1342+3422+3++++3+++ +13+++3222+3++++3+++ +1342+3)11+3++++3+++ +13)4+3411+3++++3+++ +13)4+3411+3++++3+++

12. (&) 9evision= Lot= Serial 'nd L<N 11. *nter ' in the Starting 9evision field. 1>. *nter the following Lot .ontrol para eters! (niAueness! #eneration! &otal Length! #eneration! 'cross :te s 't :te %+ 't ite level Level

'uto .reate Lot (O" .onversion! ,lan8 'llow Different Lot Status! (niAueness! #eneration! <refi7 Starting Serial Nu 6er! ;ith e7ception ;ithin organization 't :te S*9 lal +++++++++1 1 level

2+. *nter the following Serial .ontrol para eters!

21. (&) '&<= <ic8= :te 3Sourcing 22. *nter the following infor ation! '&< Defaults 9ule! &otal '&<= No D. (select second) <ic8ing Defaults! 9ule! Default <ic8ing 9ule <91 Su6inventor$ Order! ,lan8 Locator Order! ,lan8 <ic8 .onfir ation 9eAuired! ,lan8 Over <ic8ing for "anufacturing! ,lan8 Over <ic8ing for &ransfer Orders! Selected *na6le 9ules Override for Lot3Level 9es.! Selected

:te :te :te

Sourcing Detail! &$pe! Supplier Sourcing Detail! Organization! ,lan8 Sourcing Detail! Su6inventor$! ,lan8

2%. (&) :nter3org :nfor ation 2). *nter the following infor ation! :nter3organization &ransfer .harge! <redefined <ercent! &ransfer .redit! <urchase <rice -ariance! 9eceiva6le! <a$a6le! :ntransit :nventor$ <redefined percent 1+B +1342+342>+3++++3+++ +1342+3421+3++++3+++ +13+++3111+3++++3+++ +13+++32%2+3++++3+++ +13+++31)5+3++++3+++

24. ((") /ile > .lose /or De&ine Receiving In&ormation 25. (,) Others > 9eceiving :nfor ation 22. *nter the following 9eceiving :nfor ation! *nforce Ship3&o! 'SN .ontrol 'ction! 9eceipt Da$s *arl$ and Late! 9eceipt Da$s *7ceed3'ction Over 9eceipt &olerance (B) Over 9eceipt 'ction 9"' 9eceipt 9outing! 9eceipt 9outing! 'llow Su6stitute 9eceipts! 'llow (nordered 9eceipts! 'llow *7press &ransactions! 'llow .ascade &ransactions! -alidate Serial Nu 6ers on 9"' 9eceipts! None None 4 ;arning 4B ;arning Standard Standard Selected Selected Selected Selected elected

9eceipt Nu 6er #eneration! 9eceipt Nu 6er &$pe! Ne7t 9eceipt Nu 6er! -alidate Lots on 9"' 9eceipts! 9eceiving :nventor$ 'ccount! .learing 'ccount!

'uto atic 'lphanu eric 1 9estricted +13+++31)1+3++++3+++ +13+++31)1+3++++3+++

21. (,) Save 2>. .lic8 .lose ;indow. %+. Save $our wor8. %1. .lose the Organizations window. Lin) t*e Location to t*e Inventory !rgani$ation %2. Navigate to the Location window. (N) Setup > Organizations > Location (") > -iew > Cuer$ ,$ *7a ple > *nter (") > -iew > Cuer$ ,$ *7a ple > 9un %%. /ind "12 Orlando. %). *nter B"12B in the Na e field. %4. (&) Other Details %5. *nter the following infor ation! :nventor$ Organization! "12 Orlando "/# %2. Save $our wor8 and close the window.

2.+. Solution - ,reating Sub inventories

Responsibility = Inventory, ision !perations "S# 1. .hange Organization to "1 Seattle. (N) .hange Organization .hoose Seattle "anufacturing Select OD (N) Setup > Organizations > Su6 inventories Na e! EE/#: Description! /inished #oods :nventor$ Status! 'ctive &$pe! Storage Locator .ontrol! :te Level

2. Navigate to the Su63inventories window. %. (,) New

lal su6in% lal su6in)

lalit su6inventor$%39" lalit su6inventor$)3/#

). (") /ile > Save 4. (") /ile > New. Na e! EE"ain Description! "ain Stores &$pe! Storage Status! 'ctive Locator .ontrol! D$na ic *ntr$

5. (") /ile > Save 2. (") /ile > New Na e! EE9" Description! 9aw "aterials Status! 'ctive &$pe! Storage Locator .ontrol! None

1. (") /ile > Save >. (") /ile > New Na e! EELDescription! Low -alue :nventor$ Status! (nservicea6le! Not 'vaila6le for Netting= '&< and 9eservations &$pe! Storage Locator .ontrol! None Cuantit$ &rac8ed! Deselected

10

1+. Save and .lose window. (") /ile > Save (") /ile > .lose /or

11. :n which organization are $our new su6inventoriesF "1 Seattle "anufacturing eri&ying Subinventories 12. Does a su6inventor$ called EE/#: e7ist in "2 ,oston "anufacturingF No= $ou created $our su6 inventories in "1 Seattle "anufacturing. 1%. (N) .hange Organization. Select "2 ,oston "anufacturing. 1). (N) Setup > Organizations > Su6inventories 14. (") -iew > /ind.

11

15. (") /ile > .lose /or .

12

2.-. Solution . Setting "p Locator ,ontrol

De&ining Stoc) Locators 1. Navigate to the Stoc8 Locators window. (N) Setup > Organizations > Stoc8 Locators (,) New

2. *nter the following new locators using the following infor ation! 9ow! /your team 01 9ac8! ,in! Description! &$pe! Su6inventor$! Locator Status! 9ow! 9ac8! ,in! Description! &$pe! Su6inventor$! Locator Status! 'ctive ! 9eservations 9ow! 9ac8! ,in! Description! Su6inventor$ Locator Status! EE 2 +1 'n$thing $ou want EE"ain 'ctive EE 1 +1 'n$thing $ou want Storage Locator EE/#: 'ctive EE 1 +2 'n$thing $ou want Storage Locator EE/#: Not 'vaila6le for Netting= '&< and

13

9ow! 9ac8! ,in! Description! Su6inventor$ Locator Status! 'ctive !

EE 2 +2 'n$thing $ou want EE"ain 'vaila6le for '&< and 9eservations

%. Select (") /ile > Save ). Select (") /ile > .lose

14

+.1 Guided Demonstration - ,reating "nits o& 2easure

Responsibility% Inventory, ision !perations "S# 1. (N) > Setup > (nits of "easure > (nits of "easure. 2. (") /ile > New. %. (se the following infor ation to create two new units of 3ame ++3.enti eter ++3Dilo eter ). (") /ile > Save. 4. (") /ile > .lose /or . "!2 ++. ++D easure! ,lass ++3"etric ++3"etric

Description ++ .enti eter ++ Dilo eter

15

+.2 Guided Demonstration - ,reating "nit o& 2easure ,lasses

Responsibility% Inventory, ision !perations "S# 1. (N) > Setup > (nits of "easure > .lasses. 2. (") /ile > New. %. *nter the following unit of Na e! ++3"etric Description! ++3"etric .lass ,ase (nit ++3"eter (O"! ++" easure infor ation!

). (") /ile > Save. 4. (") /ile > .lose /or .

16

+.+ Guided Demonstration - De&ining "nit o& 2easure ,onversions

Responsibility% Inventory, ision !perations "S# 1. (N) Setup > (nits of "easure > .onversions 2. (") /ile > New. %. *nter ++3.enti eter in the (nit field. ). *nter +.+1 in the .onversion field. 4. (") /ile > New. 5. *nter ++3Dilo eter in the (nit field. 2. *nter 1+++ in the .onversion field. 1. (") /ile > Save. >. (") /ile > .lose /or .

17

+.- Solution . De&ining "nits o& 2easure

Responsibility = Inventory, ision !perations "S# De&ining "nit o& 2easure ,lasses 1. Navigate to the (O" .lasses window. (N) Setup > (nits of "easure > .lasses the list of values. 2. &he application pro pts $ou to select an organization if it is a first3ti e access to the data6ase. Select "1 Seattle "anufacturing fro %. (") /ile > New Na e Description ,ase (nit (O" (a66reviation) EE* EE3C&? EE3Cuantit$ .lass EE3*ach

). (") /ile > Save.

De&ining "nits o& 2easure 4. Navigate to the (nits of "easure window. (,) (nits of "easure 5. (") /ile > New 18

2. *nter the units of

Na e EE3Dozen EE #ross E .ase

easure infor ation according to the following ta6le!

(O" EED EE# EE.E Description EE Dozen (O" EE #ross (O" EE .ase (O"

3ote% Select (") /ile > New 6etween each new unit of

easure.

1. (") /ile > Save. >. (") /ile > .lose for Setting up "nit o& 2easure ,onversions 1+. Navigate to the (nit of "easure .onversions window. (,) Setup > (nits of "easure > .onversions easure conversion infor ation according to the following
.onversion 12 1)) 2) ,ase (nit EE3*ach EE3*ach EE3*ach

11. (") /ile > New 12. *nter the unit of ta6le!
(nit EE3Dozen EE3#ross EE3.ase .lass EE3Ct$ EE3Ct$ EE3Ct$

3ote% Select (") /ile > New 6etween each new unit of

easure conversion.

19

3ote% -erif$ that $ou are creating a standard unit of

easure conversion.

1%. (") /ile > Save. 1). (") /ile >.lose /or . Setting up Lot-Level "nit o& 2easure ,onversions Navigate to the Lot :nter3.lass (nit of "easure .onversions window. (N) Setup > (nits of "easure > Lot Specific .onversions :te ! Lot! ,ase (nit ."2+++1 ,.24++ ++3*ach 14. *nter the following infor ation!

.onversion! 1

15. (,) On3hand Cuantities 12. *nter a value in the New <ri ar$ Auantit$ field (for e7a ple= )1+).

20

11. (") /ile > Save. 1>. (") /ile >.lose /or . 2+. ;hat t$pes of updates can $ou perfor on the (pdate Cuantities windowF GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG

21

-.1 Guided Demonstration - De&ine Item

Responsibility% Inventory, ision !perations "S# 1. (N) > :te s > "aster :te s. 2. Define an ite H :te ! H Description! %. (") &ools > .op$ /ro . ). Select /inished #ood te plate fro 4. Select 'ppl$. 5. Select Done. 2. (") /ile > Save. 1. (") &ools > Organization 'ssign ent. >. *na6le the :te in "1 Seattle. 1+. (") /ile > Save. 11. (") /ile > .lose /or . LO-. using the following infor ation. 'S11)45 Lap &op 'sse 6l$

22

-.2 Guided Demonstration - ie4ing Item #ttributes

Responsibility% !racle Inventory, ision !perations "S# 1. (N) :te s > "aster :te s. 2. (") -iew > Cuer$ 6$ *7a ple > *nter. %. *nter ite B'S2++++. ). (") -iew > Cuer$ 6$ *7a ple > 9un. 4. (&) :nventor$. 5. Select the "aster radio 6utton fro 2. Select the Org radio 6utton fro 1. (&) <urchasing >. (&) 9eceiving 1+. (&) Order "anage ent 11. (") /ile > .lose /or . the Displa$ 'ttri6utes zone. the Displa$ 'ttri6utes zone.

23

-.+ Solution . ie4ing Item #ttributes

ie4ing Item #ttributes Responsibility = Inventory, ision !perations "S# 1. Navigate to the "aster :te s ;indow. (N) :te s > "aster :te s E 'S2++++. field.

2. Cuer$ :te

I (") -iew > Cuer$ 6$ *7a ple > *nter H *nter 'S2++++B in the :te I (") -iew > Cuer$ 6$ *7a ple > 9un

%. (&) ,ills of "aterial ' ,O" is allowed for ite level. for 'S2++++. &his attri6ute is controlled at the aster

24

). (&) <rocess "anufacturing :te 'S2++++ is recipe ena6led. &his attri6ute is controlled at the organization level.

25

4. /ind :te

'S4)111.

I (") -iew > /ind

26

I .lic8 /ind. 5. (&) "ain :te 'S4)11 :te Status is active= and aster controlled.

27

2. (&) ,ills of "aterial ' ,ill of "aterial is allowed for this ite = and the attri6ute is 1. (&) Order "anage ent .usto er orders are ena6led for this ite = and the attri6ute is aster controlled aster controlled.

28

>. (&) :nvoicing :nvoicing is ena6led for this ite = and the attri6ute is aster controlled.

1+. (&) :nventor$

29

&his ite

is transacta6le= and stoc8a6le. &hese attri6utes are

aster controlled

11. :n how

an$ Organizations can this part 6e usedF

30

-.-. Guided Demonstration - ,reating Item (emplates

Responsibility% inventory, ision !perations /"S#1 1. Navigate to the :te 2. (,) New %. (se the following infor ation to create an ite H &e plate! ++3Leadti e H Description! Standard lead ti es for new parts H Organization! "1 ). Save $our wor8. I (") /ile > Save 4. Select Lead &i es fro 5. *na6le the following ite
#ttribute 3ame <reprocessing Lead &i e <rocessing lead &i e <ost <rocessing Lead &i e

&e plates window.

I (N) Setup > :te s > &e plates te plate!

the show drop3down

alue 4 )) 1

enu.

attri6utes in the following ta6le!

2. Save $our wor8. I (") /ile > Save 1. .lose the window. I (") /ile > .lose /or

31

-.5. Solution - De&ining Items

Responsibility, Inventory, ision !perations "S# ,reate Items 1. Navigate to the "aster :te s window (N) :te s > "aster :te s Na e! EE3:te +1 Description &ea EE No :nventor$ .ontrols 2. .reate the no inventor$ controls ite ! lalit/#%

%. (") &ools > .op$ /ro ). *nter /inished #oods in the &e plate field 4. (,) 'ppl$. 5. (,) Done

32

2. (") /ile > Save 1. (") &ools > Organization 'ssign ent >. 'ssign the ite to the following inventor$ organizations! Org! "1 Seattle "anufacturing Org! "2 ,oston "anufacturing

33

1+. (") /ile > Save 11. .lic8 the 'ttri6ute #roups ta6. 12. /ile > New 1%. (&) :nventor$ 1). .reate $our locator3controlled ite . *nter the ite additional ite HJNa e! HJDescription &ea HJLocator .ontrol! na e and description. 9epeat steps 235 to cop$ the finished good te plate. *na6le the following attri6utes for $ou locator3controlled ite ! EE3:te +2 EE Locator .ontrolled :te <respecified

34

14. (") /ile > Save 15. 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. 12. .lic8 the 'ttri6ute #roups ta6. 11. (") /ile > New 1>. (&) :nventor$ 2+. .reate $our revision3controlled ite . *nter the ite additional ite na e and description. 9epeat steps 235 to cop$ the finished good te plate. *na6le the following attri6utes for $our revision3controlled ite ! EE 9evision .ontrolled :te HJNa e! EE3:te +% HJDescription &ea 9evision .ontrol! Selected 6oth "1 Seattle "anufacturing= and

35

21. (") /ile > Save 22. 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. 2%. .lic8 the 'ttri6ute #roups ta6. 2). (") /ile > New 24. (&) :nventor$ 25. .reate $our lot3controlled ite . *nter the ite ite attri6utes for $our lot controlled ite ! Na e! EE3:te +) Description &ea EE Lot .ontrolled :te na e and description. 9epeat steps 235 to cop$ the finished good te plate. *na6le the following additional 6oth "1 Seattle "anufacturing= and

Lot .ontrol! /ull .ontrol Starting <refi7! ' Starting Nu 6er! ++1 "aturit$ Da$s! 1+ Kold Da$s! 4

36

22. (") /ile > Save 21. 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. 2>. .lic8 the 'ttri6ute #roups ta6. %+. (") /ile > New %1. (&) :nventor$ %2. .reate $our parent and child lot3controlled ite . *nter the ite description. 9epeat steps 235 to cop$ the finished good te plate. *na6le the following additional ite attri6utes for $our parent and child3lot3controlled ite ! EE .hild and <arent Lot :te H Na e! EE3:te +4 H Description &ea H "aturit$ Da$s! 1+ H Lot .ontrol! /ull .ontrol na e and 6oth "1 Seattle "anufacturing= and

37

H Kold Da$s! 4 H .hild Lot *na6led! Selected H .hild #eneration! <arentL.hild H <refi7! ' H Starting Nu 6er! ++1

%%. (") /ile > Save %). 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. %4. .lic8 the 'ttri6ute #roups ta6. %5. (") /ile > New %2. (&) :nventor$ %1. .reate $our grade3controlled ite . *nter the ite additional ite na e and description. 9epeat steps 235 to cop$ the finished good te plate. *na6le the following attri6utes for $our grade3controlled ite ! 38 6oth "1 Seattle "anufacturing= and

H Na e! EE3:te +5 H Description &ea H Starting <refi7! ' H Starting Nu 6er! ++1 H "aturit$ Da$s! 1+ H Kold Da$s! 4 H #rade .ontrolled! Selected H Default #rade! ' EE #rade controlled ite H Lot .ontrol! /ull .ontrol

%>. (") /ile > Save )+. 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. )1. .lic8 the 'ttri6ute #roups ta6. )2. (") /ile > New )%. (&) :nventor$ )). .reate $our serial3controlled ite . *nter the ite additional ite na e and description. 9epeat steps 235 to cop$ the finished good te plate. *na6le the following attri6utes for $our serial3controlled ite ! 6oth "1 Seattle "anufacturing= and

39

H Na e! EE3:te +2 H Description &ea H Starting <refi7! ' H Starting Nu 6er! ++++++1 EE Serial .ontrolled :te H #eneration! <redefined

)4. (") /ile > Save )5. 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. )2. .lic8 the 'ttri6ute #roups ta6. )1. (") /ile > New )>. (&) "ain 4+. .reate $our dual unit of ite easure and lot e7piration3controlled ite . *nter the attri6utes to ena6le dual unit of easure na e and description. 9epeat steps 235 to cop$ the finished good te plate. 6oth "1 Seattle "anufacturing= and

*na6le the following additional ite control! H <ri ar$! ++3*ach

40

H &rac8ing! <ri ar$ and Secondar$ H <ricing! <ri ar$ H Secondar$! ++3"eter H Defaulting! No Default H Deviation L + H Deviation M +

41 (&) :nventor$ 42. *nter the following lot control para eters! H Na e! EE3:te +1 H Description &ea EE Dual (O" and Lot e7piration controlled tie H Lot *7piration (Shelf Life .ontrol) /ull .ontrol H Shelf Life Da$s! %+ H 9etest :nterval! 1+ H *7piration 'ction :nterval! 4 H *7piration 'ction! Dispose H Lot .ontrol! /ull .ontrol H Starting <refi7! '

41

H Starting Nu 6er! ++1 H "aturit$ Da$s! 1+ H Kold Da$s! 4

4%. (") /ile > Save 4). 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. 44. (") /ile > Save 45. (") /ile > .lose /or ,reate a "nit o& 2easure ,onversion &or your Dual "!2 controlled item 42. Navigate to the (nit of "easure .onversions window 41. (N) Setup > (nits of "easure > .onversions 4>. (&) :nter3.lass 5+. *nter the following infor ation H :te ! EE3:te 3+1 H Destination! EE3"eter H .onversion! .+4 6oth "1 Seattle "anufacturing= and

42

51. (") /ile > Save 52. (") /ile > .lose /or .

43

5.11
Responsibility% Inventory, ision !perations "S# 1. Navigate to the Organizations window. (N) > Setup > Organizations > Organizations.

2. (,) New in /ind window %. Set up a new organization using the following infor ation! Na e! "12 Orlando "/# &$pe! <lant Location! "12 Orlando "/# ). Save $our wor8. 4. :n the Organization .lassification alternative region= select the following infor ation! Na e! :nventor$ Organization *na6led! Selected

5. Save $our wor8. De&ine #ccounting In&ormation 2. (,) Others > 'ccounting :nfor ation. 1. *nter the following accounting infor ation! <ri ar$ Ledger! -ision Operations Legal *ntit$! -ision Operations Operating (nit! -ision Operations >. Save $our wor8. De&ine Inventory 'arameters 1+. (,) Others > :nventor$ :nfor ation > (&) :nventor$ <ara eters 11. *nter the following inventor$ para eters! Organization .ode! :te "aster Organization! .alendar! De and .lass! "ove Order &i eout <eriod! "12 -ision Operations -ision+1 ,lan8 5+ Da$s

44

 "over Order &i eout 'ction! 'pprove auto aticall$ Locator .ontrol! Deter ined at Su6inventor$ Level 'llow Negative ,alances! Selected 'uto Delete 'llocations at "ove Order .ancel! Selected 12. (&) .osting :nfor ation 1%. *nter the following costing para eters! .osting "ethod! &ransfer to #L! 9everse *ncu 6rance! <ro@ect .ost .ollect *na6led! Defer Logical &ransactions! .ost .utoff Date! Default "aterial Su63*le ent! "aterial Overhead Su63*le ent! 1). *nter the following valuation accounts!
#ccount (ype "aterial Outside <rocessing "aterial Overhead Overhead 9esource *7pense #ccount +13+++31)1+3++++3+++ +13+++31)4+3++++3+++ +13+++31)2+3++++3+++ +13+++31)%+3++++3+++ +13+++31))+3++++3+++ +1342+324%+3++++3+++

Standard ?es No No No ,lan8 ,lan8 ,lan8

14. Other 'ccounts 15. *nter the following other account infor ation!
#ccount (ype <urchase <rice -ariance :nvoice <rice -ariance :nventor$ '< 'ccrual Sales .ost of #oods Sold 'ccount #ccount +1342+3421+3++++3+++ +1342+3422+3++++3+++ +13+++3222+3++++3+++ +1342+3)11+3++++3+++ +13)4+3411+3++++3+++

45

12. (&) 9evision= Lot= Serial 'nd L<N 11. *nter ' in the Starting 9evision field. 1>. *nter the following Lot .ontrol para eters! (niAueness! 'cross :te s #eneration! 't :te Level &otal Length! %+ #eneration! 't ite level 'uto .reate Lot (O" .onversion! ,lan8 'llow Different Lot Status! ;ith e7ception 2+. *nter the following Serial .ontrol para eters! (niAueness! ;ithin organization #eneration! 't organization level <refi7 S*9 Starting Serial Nu 6er! +++++++++1 21. '&<= <ic8= :te 3Sourcing 22. *nter the following infor ation! '&< Defaults 9ule! second) <ic8ing Defaults! 9ule! 9ule <91 Su6inventor$ Order! Locator Order! <ic8 .onfir ation 9eAuired! Over <ic8ing for "anufacturing! Over <ic8ing for &ransfer Orders! *na6le 9ules Override for Lot3Level 9es.! :te Sourcing Detail! &$pe! :te Sourcing Detail! Organization! :te Sourcing Detail! Su6inventor$! 2%. (&) :nter3org :nfor ation 2). *nter the following infor ation! :nter3organization &ransfer .harge! <redefined <ercent! &ransfer .redit! +++ <urchase <rice -ariance! 9eceiva6le! 46 <redefined percent 1+B +1342+342>+3++++3 +1342+3421+3++++3+++ +13+++3111+3++++3+++ &otal '&<= No D. (select Default <ic8ing ,lan8 ,lan8 ,lan8 ,lan8 Selected Selected Supplier ,lan8 ,lan8

 <a$a6le! :ntransit :nventor$ 24. (") /ile > .lose /or De&ine Receiving In&ormation 25. (,) Others > 9eceiving :nfor ation

+13+++32%2+3++++3+++ +13+++31)5+3++++3+++

22. *nter the following 9eceiving :nfor ation! *nforce Ship3&o! None 'SN .ontrol 'ction! None 9eceipt Da$s *arl$ and Late! 4 9eceipt Da$s *7ceed3'ction ;arning Over 9eceipt &olerance (B) 4B Over 9eceipt 'ction ;arning 9"' 9eceipt 9outing! Standard 9eceipt 9outing! Standard 'llow Su6stitute 9eceipts! Selected 'llow (nordered 9eceipts! Selected 'llow *7press &ransactions! Selected 'llow .ascade &ransactions! Selected -alidate Serial Nu 6ers on 9"' 9eceipts! Selected 9eceipt Nu 6er #eneration! 'uto atic 9eceipt Nu 6er &$pe! 'lphanu eric Ne7t 9eceipt Nu 6er! 1 -alidate Lots on 9"' 9eceipts! 9estricted 9eceiving :nventor$ 'ccount! +13+++31)1+3++++3 +++ .learing 'ccount! +13+++31)1+3++++3+++ 21. (,) Save 2>. .lic8 .lose ;indow. %+. Save $our wor8. %1. .lose the Organizations window. Lin) t*e Location to t*e Inventory !rgani$ation %2. Navigate to the Location window. (N) Setup > Organizations > Location

47

%%. /ind "12 Orlando. (") > -iew > Cuer$ ,$ *7a ple > *nter

%). *nter B"12B in the Na e field. (") > -iew > Cuer$ ,$ *7a ple > 9un

%4. (&) Other Details %5. *nter the following infor ation! :nventor$ Organization! %2. Save $our wor8 and close the window. "12 Orlando "/#

48

5.21
Responsibility% Inventory, ision !perations 1. Navigate to the "aster :te s window. (N) :te s > "aster :te s

2. .reate an ite with the following infor ation :te ! lotGcontrolGite Description! Lot control ite %. (N) &ools > .op$ /ro &e plate! /inished #ood ). (,) 'ppl$ 4. (,) Done 5. (&) :nventor$ 2. *na6le the following :te 'ttri6utes! Lot .ontrol! "aturit$ Da$s! Kold Da$s! Lot *7piration (Shelf Life)! Shelf Life Da$s! 9etest :nterval! *7piration 'ction :nterval! *7piration 'ction! #rade .ontrolled! Default #rade! 1. (") /ile > Save >. (&) Organization 'ssign ent 1+. *na6le the ite in the following organizations! "1 Seattle "anufacturing "2 ,oston "anufacturing 11. (") /ile > Save 12. (") /ile > .lose /or /ull .ontrol 14 4 Shelf Life Da$s 5+ %+ 1+ Dispose *na6led '

49

1%. Navigate to the Lots window. (N) On3hand= 'vaila6ilit$ > Lots

1). (,) New 14. *nter lotGcontrolGite 15. (,) #enerate Lot in the :te field.

50

51

5.+1
Responsibility% Inventory, ision !perations "S# 1. Navigate to the "aintain #rades window. (N) Setup > "aintain #rades

2. (") /ile > New %. *nter the following grade infor ation. #rade! '-# Description! 'verage grade ). (") /ile > Save 4. (") /ile > .lose /or .

52

5.-Solution . "sing t*e Lot 2aster

Generating Lots Responsibility, Inventory, ision !perations "S# 1. Navigate to the :te Lots window.

(N) On3hand= 'vaila6ilit$ > Lots

2. (,) New %. *nter :te nu 6er. EE3:te +) in the :te field where EE represents $our tea

). <ress *nter.

4. (,) #enerate Lot 5. (") /ile > Save

53

2. (") > New 1. *nter ite nu 6er. EE3:te +4 in the :te field where EE represents $our tea

>. <ress *nter.

54

1+. (,) #enerate <arent Lot 11. (,) #enerate Lot 12. (") /ile > Save

55

1%. (") /ile > New 1). *nter ite nu 6er. EE3:te +5 in the :te field where EE represents $our tea

56

14. (,) #enerate Lot 15. ;here does the #rade field default fro F GGGGGGGGGGGGGG 12. (") /ile > Save 11. (") /ile > New 1>. *nter ite nu 6er. EE3:te +1 in the :te field where EE represents $our tea

57

2+. (,) #enerate Lot 21. *nter the current date in the Origination Date field.

58

22. *nter date infor ation in the following fields! *7piration Date *7piration 'ction Date *7piration 9etest Date Note! &he dates do not appear in these fields 2%. (") /ile > Save 2). (" ) /ile > .lose /or

59

60

5.51
Responsibility% Inventory, ision !perations "S# ,reating 3e4 Revisions 1. :f $ou are not in "1 organization= change $our organization to "1. (N) .hange Organization. Select "1 Seattle "anufacturing fro the organization list.

2. (N) :te s > Organization :te s. %. /ind :te 'S11)45.

). (&) :nventor$. 4. Select the 9evision .ontrol chec8 6o7. 5. (") &ools > 9evisions. 2. (") /ile > New. 1. *nter the following revision infor ation! 9evision! , 9evision La6el! , Description! Lap &op 'sse 6l$ 9evision *ffective Date! &oda$Ns Date. >. (") /ile > Save. 1+. (") /ile > .lose /or . 6nabling Lot ,ontrol 11. (N) :te s > Organization :te s. 12. /ind ite 'S11)45.

1%. (&) :nventor$. 1). Select /ull .ontrol in the Lot alternative region. 14. *nter the starting lot prefi7. 15. *nter the lot starting nu 6er. 61

12. (") /ile > Save. 11. (") /ile > .lose /or . 6nabling Serial ,ontrol 1>. (N) :te s > Organization :te s. 2+. /ind :te 'S)2++1.

21. (&) :nventor$. 22. Select <redefined fro the Serial alternative region! Starting <refi7! 'S Starting Nu 6er! +++++1 2%. (") /ile > Save. 2). (") /ile > .lose /or . Generating Serial 3umbers 24. (N) On3hand= 'vaila6ilit$ > #enerate Serial Nu 6ers. 25. *nter the following infor ation to generate serial nu 6ers! :te ! 'S)2++1 Cuantit$! 1+++ 22. .hoose Su6 it. (ransacting Locator ,ontrolled Items. 21. (N) &ransactions > "iscellaneous &ransactions. 2>. *nter the following transaction infor ation! &$pe! "iscellaneous receipt 'ccount! "iscellaneous %+. .hoose &ransaction Lines. %1. *nter the following receipt infor ation! :te ! 'S11)45 9evision! , Su6inventor$! /#: Cuantit$! 1+ %2. .hoose Lot OSerial.

62

%%. .hoose #enerate. Lot Cuantit$! %). .hoose Done. %4. (") /ile > New.

1+

%5. *nter the following receipt infor ation! :te ! 'S)2++1 Su6inventor$! /#: Cuantit$! 14 %2. .hoose Lot OSerial. %1. Select the first availa6le serial nu 6er fro the list of values.

3ote% &he *nd Serial Nu 6er field populates auto aticall$ according to the transaction Auantit$. %>. .hoose Done. )+. (") /ile > Save. )1. (") /ile > .lose /or .

63

64

5.7Solution .Generating and 2aintaining Serial 3umbers

Responsibility% Inventory, ision !perations "S# Generate Serial 3umbers 1. Navigate to the #enerate Serial Nu 6ers window. (N) On3hand= 'vaila6ilit$ > #enerate Serial Nu 6ers.

2. *nter the following infor ation! :te ! EE3 :te 3+2 Cuantit$! 1++++

%. (,) OD.

65

). (,) Su6 it 4. (,) ?es

5. (") /ile > Save 2. (") /ile > .lose /or 8ind Serial 3umbers 1. Navigate to the Serial Nu 6ers window. (N) On3hand= 'vaila6ilit$ > Serial Nu 6ers

>. *nter the following infor ation! 66

 :te ! EE3:te +2 :f $ou place $our cursor in the ite that field. field then $ou can enter infor ation in

1+. (,) /ind

67

11. (,) Serial :nfo

68

&he serials are in the Defined 6ut not used state. 12. (") /ile > .lose /or

69

4.21
Responsibility% Inventory, ision !perations "S# 1. (N) On3hand= 'vaila6ilit$ > Lots 2. Select an ite %. (,)-iew #enealog$ ). (&) Lot 'ttri6utes *7plain the Lot 'ttri6utes ta6. &his ta6 contains infor ation a6out the lot. 4. (&) "aterial &ransactions *7plain the "aterial &ransactions ta6. :f $ou transacted this lot= then the transactions appear in this ta6. ?ou can also access the #rade OStatus histor$ as well as reservations and on3hand Auantit$. 5. (&) <ending &7ns and 'llocations *7plain the <ending &7ns and 'llocations ta6. :f there are an$ pending transactions or allocations for the lot= then $ou can view it on this ta6. ?ou can access the e7isting reservations and the on3hand Auantit$ as well. 2. (&) <roducts or .o ponents *7plain the <roduct and .o ponents ta6s. :f $ou are viewing the lot 6$ source= then $ou can view the Lot co ponents. :f $ou are viewing where the lot is used= then $ou can view the lot products. ?ou can view the product or infor ation such as transaction infor ation and wor8= 6atch= or wor8 order details. 1. (&) Cualit$ .ollections or Cualit$ Sa ples *7plain the Cualit$ .ollections and Cualit$ Sa ples ta6s. :f $ou are using Oracle Cualit$= or <rocess Cualit$ then $ou can view these ta6s. >. (&) Lot ,ased Po6s *7plain the Lot ,ased Po6 &ransactions ta6.:f $ou have Oracle Shop /loor "anage ent installed= then $ou can see the Lot ,ased Po6 &ransactions ta6. &he Lot ,ased Po6 &ransactions ta6 displa$s the Oracle Shop /loor "anage ent transactions= such as splitting= erging= 6onus lots= and updating asse 6lies. :t displa$s the previous values for ;:< Lot Na e= Start Cuantit$= and 'sse 6l$ Nu 6er= and the resulting values after the transaction.

70

7.11
Responsibility% Inventory, ision !perations "S# Setting "p Source (ypes 1. (N) Setup > &ransactions > Source &$pes 2. Select the (ser ta6. %. (") /ile > New. ). (se the following infor ation to define a source t$pe. Na e! .harita6le Donation Description! .harita6le Donation 4. (") /ile > Save. 5. (") /ile > .lose /or . Setting "p (ransaction (ypes 2. (N) Setup > &ransactions > &$pes. 1. Select the (ser ta6. >. (") /ile > New. 1+. (se the following infor Na e! Description! Source &$pe! 'ction! 11. (") /ile > Save. 12. (") /ile > .lose /or . Setting "p (ransaction Reasons 1%. (N) Setup > &ransactions > 9easons 1). (") /ile > New. 14. (se the following infor ation to define a transaction reason. Na e! #oodwill ation to define a transaction t$pe. #oodwill Donation #oodwill Donation .harita6le Donation :ssue fro Stores

71

 Description! 15. (") /ile > Save. 12. (") /ile > .lose /or .

.harita6le donation to #oodwill

72

73

5.21
Responsibility% Inventory, ision !perations "S# 1. Navigate to the :nventor$ <ic8ing 9ules window. (N) Setup > 9ules > <ic8ing SalesGOrderG<artialGLotGSu6inventr$ Sales order partial lot allocation allowed *na6led 9*.*:<& D'&* D*S. 1

2. *nter the following infor ation! Na e! Description! <artial 'llocation 'llowed! Su6inventor$! 9an8! %. (") /ile > Save ). Select the *na6led chec8 6o7. 4. (") /ile > Save 5. (,) 'ssign ent 2. 'ssign the rule to the following ite ! :te ! 'S11>)2 1. (") /ile > Save >. (") /ile > .lose /or 1+. (") /ile > .lose /or

74

5.%1
Responsibility% Inventory, ision !perations "S# 1. Navigate to the :nventor$ 'ccounting <eriods window. (N) 'ccounting .lose .$cle > :nventor$ 'ccounting <eriods

2. Select a /uture accounting period. %. (,) .hange Status. ). (,) OD 4. (") /ile > .lose /or

75

2.1Solution . 'rocessing 2iscellaneous Receipts

Responsibility = Inventory, ision !perations /"S#1 1. Navigate to the "iscellaneous &ransactions window. (N) &ransactions > "iscellaneous &ransactions

2. *nter the following infor ation! &$pe! "iscellaneous receipt 'ccount! +1341+322)+3++++3+++

%. (,) &ransaction Lines *nter the following infor ation for ite :te ! EE3:te 3+1 Su6inventor$! EE/#: Cuantit$! 1+++

EEite 3+1!

76

). (") > New 4. *nter the following infor ation for EE3:te +2! :te ! EE3:te +2 Su6inventor$! EE/#: Locator! EE.1.+1 Cuantit$! 1+++ 5. (") /ile > New 2. *nter the following infor ation for EE3:te +%! :te ! EE3:te +% Su6inventor$! EE/#: 9evision! ' Cuantit$! 1+++

77

1. (") /ile > New >. *nter the following infor ation for EE:te +)! :te ! EE3:te +) Su6inventor$! ++/#: Cuantit$! 1+++

78

1+. (,) LotOSerial 11. (,) #enerate Lot 12. *nter the following lot infor ation! Cuantit$! 4++

1%. (") /ile > New 1). (,) #enerate Lot 79

14. *nter the following lot infor ation! Cuantit$! 4++

15. (,) Done 12. (") /ile > New 11. *nter following infor ation for EE:te +4! :te ! EE:te +4 Su6inventor$! EE/#: Cuantit$! 1+++ Lot! Select an e7isting lot fro

the list of values

80

1>. (") /ile >New 2+. *nter the following infor ation for ite :te ! EE3:te +5 Su6inventor$! ++/#: Cuantit$! 1+++ 21. (,) LotOSerial 22. (,) #enerate Lot 2%. *nter the following infor ation! Lot Cuantit$! 1+++ EE3:te +5!

81

2). (") /ile > New 24. *nter the following infor ation for ite :te ! EE3:te +2 Su6inventor$! ++/#: Cuantit$! 4++ 25. (,) LotOSerial 22. *nter a range of serial nu 6ers. EE3:te +2!

82

21. (,) Done 2>. (") /ile > New %+. *nter the following infor ation for EE3:te +1! :te ! EE3:te +1 Su6inventor$! ++/#: Cuantit$! 1+++ Note! ,ecause of the defaulting rule $ou selected during setup= the secondar$ Auantit$ appears auto aticall$. %1. (,) LotOSerial %2. (,) #enerate Lot %%. *nter the following lot infor ation! Cuantit$! 4++

83

%). (,) Done %4. (") /ile >Save %5. (") /ile > .lose /or %2. (") /ile > .lose /or eri&y t*e (ransactions 'rocessed %1. Navigate to the "aterial &ransactions window. (N) &ransactions > "aterial &ransactions

%>. -erif$ toda$Qs date appears in the &ransactions Dates fields.

84

)+. (,) /ind

)1. ;hat is the Source &$pe for ite EE3:te +%F GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG 85

2.2Solution . 'rocessing Subinventory (rans&ers

(rans&erring Items bet4een Subinventories Responsibility% Inventory, ision !perations "S# 1. Navigate to the Su6inventor$ &ransfers window. (N) &ransactions >Su6inventor$ &ransfer

2. *nter Su6inventor$ &ransfer in the &$pe field.

%. (,) &ransaction Lines ). *nter the infor ation according to the following ta6le!
Item EE3:te +1 EE3:te 3+2 Subinventory EE/#: EE/#: 9uantity 1+ 1+ (o Subinv EE"ain EE"ain Locator NO' EE.1.+1 (o Locator EE.2.+1 EE.2.+1

86

;h$ do $ou have to enter a locator for 6oth ite s in the EE"ain su6inventor$F &he EE"ain su6inventor$ is a D$na ic entr$ su6inventor$. 'll ite s in this su6inventor$ are under locator control. 4. (") /ile > Save 5. (") .lose > /or eri&y t*e (ransaction 'rocessed 2. Navigate to the "aterial &ransactions window. (N) &ransactions > "aterial &ransactions

1. -erif$ toda$Qs date appears in the &ransactions Dates fields.

87

>. (,) /ind

1+. -erif$ the transaction processed. 11. (") /ile > .lose /or

88

2.%Solution . 'er&orming Interorgani$ation

(rans&ers
(ransacting Items Responsibility% Inventory, ision !perations "S# 1. Navigate to the :nter Organization &ransfer ;indow. (N) &ransactions > :nter3organization &ransfer &o Org! "2 ,oston "anufacturing &ransact &$pe! :ntransit ship ent Ship ent Nu 6er! &EE /reight! DKL ;a$6ill! &EE .ontainers! 1 *7pected 9eceipt date! 1 wee8 fro toda$.

2. (,) &ransaction Lines %. *nter the following infor ation! :te ! $our choice /ro su6inventor$! EE3/#: &o su6inventor$! Stores

89

Cuantit$!

). (,) Lot O Serial 4. Select the Lot fro the lot LO-. &he parent lot appears auto aticall$.

5. *nter the 1+ in the Cuantit$ field.

2. (,) Done

90

ie4ing (ransactions 1. Navigate to the "aterial &ransactions window. (N) &ransactions > "aterial &ransactions.

>. *nter $our part nu 6er. 1+. (,) /ind

11. (&) :ntransit

91

12. (") /ile > .lose /or

92

2.)1
Responsibility% Inventory, ision !perations "S# Receipts 1. (N) .hange Organization. "2 ,oston "anufacturing 2. (N) &ransactions > 9eceiving > 9eceipts. %. *nter the following transaction infor ation! Source &$pe! :nternal :te ! 'S11>)2 ). .hoose /ind. 4. Select the :te to receive.

5. *nter the "23,oston as the receiving Location. 2. (") /ile > Save. 1. (") /ile > .lose /or . Receiving Stoc) >. (N) &ransactions > 9eceiving > 9eceiving &ransactions. 1+. *nter the following transaction infor ation! &$pe! :nternal :te ! 'S11>)2 11. .hoose /ind. 12. Select the transaction to deliver. 1%. *nter the following receiving infor ation! Location! "2 ,oston Su6inventor$! Stores 1). (") /ile > Save. 14. (") /ile > .lose /or .

93

eri&ying Receipts and Receiving (ransacitons 15. (N) &ransactions > 9eceiving > -iew 9eceiving &ransactions 12. *nter the following transaction infor ation! &$pe! :nternal :te ! 'S11>)2 11. .hoose /ind. 1>. Select the appropriate receipt nu 6er. 2+. .hoose &ransactions. 21. (") /ile > .lose /or .

94

2.4Solution . (ransacting 2ove !rders

,reate a 2ove !rder Responsibility = Inventory, ision !perations "S# ,reate a 2ove !rder 1. Navigate to the "ove Order window. (N) "ove Orders > "ove Orders

2. Define a "ove Order (sing the following :nfor ation! Nu 6er! EE31 Description! &ea EE ove order &ransaction &$pe! "ove Order &ransfer Source Su6inventor$! EE/#: :te ! EE3:te +1 Cuantit$! 1+

%. (&) Destination Su6inventor$! EE"ain Locator! EE.+2.+1

95

). (,) 'pprove 4. (") /ile > .lose /or (ransact 2ove !rder 5. Navigate to the &ransact "ove Orders window. (N) "ove Orders > &ransact "ove Orders ove order. EE31

2. /ind $our

Nu 6ers!

96

1. (,) /ind

>. (pdate $our "ove Order. (,) -iewO(pdate 'llocations -erif$O(pdate the following! Su6inventor$! EE/#: &o Su6inventor$! EE"ain &o Locator! EE.2.+1

97

 Cuantit$!

1+

1+. (,) &ransact 11. (,) OD 12. (") /ile > .lose /or eri&y t*e Results 1%. -iew the results to verif$ the transaction processed. (N) &ransactions >"aterial &ransactions EE3:te +1 in the :te field

1). *nter :te

98

14. (,) /ind 15. -erif$ the transaction processed.

99

2.51
Responsibility% Inventory, ision !perations "S# 1. (N) Setup > Organizations > Su6inventories -erif$ $ou are in organization "1 Seattle. 2. (") /ile > New %. *nter the following su6inventor$ infor ation! Na e! Description! Locator .ontrol! ). (,) Open. 4. Select 9eceiving as the su6inventor$ &$pe. *7plain to the students the difference 6etween storage and receiving su6inventor$ t$pes. 5. (") /ile > Save. 2. (") /ile > .lose /or . 1. (") /ile > .lose /or . eri&ying Subinventories >. (N) .hange Organization. 1+. Select "2 ,oston "anufacturing. 11. (N) Setup > Organizations > Su6inventories 12. (") -iew > /ind. 1%. *nter 9aw in the /ind /ield. 1). .lic8 OD. 14. Note that su6inventor$ 9aw is not availa6le in "2. 15. (") /ile > .lose /or . 9aw 9aw "aterials :te Level

100

:.:Solution . 2obile (ransactions

Interorgani$ation (rans&ers "sing t*e 2obile Inter&ace Responsibility = 2aterials ; 2&g 1. Start the &elnet session. ;indows Start enu > 9un *nter telnet es7777.oracle.co 7777 is the instance nu 6er.

2+2+ in the 9un dialog 6o7= where

2. Select Default fro

the Device List.

%. *nter $our user na e and password. Note that R"aterials S "fgT responsi6ilit$ ust 6e assigned to $our user na e.

101

). :f ore than one responsi6ilit$ had 6een assigned to $our user na e= then select "aterials S "fg fro the list.

4. Select :nventor$ fro

the "aterials S "fg "enu.

102

5. Select &ransfers fro

the :nventor$ "enu.

2. Select Org &ransfer fro

the &ransfers "enu.

103

1. *nter $our ite to transfer using the following infor ation! (&he device is case sensitive) Org .ode! "1 &o Org! "2 &r7 &$pe! :ntransit Ship ent Ship ent Nu 6er! EE :te ! ?our .hoice /ro Su6! EE/#: Cuantit$! 1 &o Su6! Stores

o6ile

104

>. Select Done. 3ote% (se the down arrow to advance to Done.

1+. Select Logout.

105

106

<.1. Solution . "sing t*e 2aterial =or)benc*

"se t*e 2aterial =or)benc* to vie4 all !n-*and 9uantity in a Subinventory Responsibility = Inventory, ision !perations "S# 1. Navigate to the "aterial wor86ench I (N) On3hand= 'vaila6ilit$= On3hand Cuantit$ 2. *nter the following infor ation! H Organization! H Su6inventor$! H On3hand! H -iew 6$! "1 EE/#: Selected Location

107

). .lic8 Organizations 4. .lic8 "1 5. .lic8 Onhand

108

2. Select :te

EE3+% in the right pane.

1. (,) 'vaila6ilit$

109

>. ;hat is the total Auantit$F GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG 1+. ;hat is the availa6le to reserve Auantit$F GGGGGGGGGGGGGGGGGGGGGGGGGGGG 11. ;hat is the availa6le to transact Auantit$F GGGGGGGGGGGGGGGGGGGGGGGGGGG 12. (") /ile > .lose /or

110

<.2. Guided Demonstration - ,reating an #(' Rule

Responsibility% Inventory, ision !perations "S# 1. Navigate to the '&< 9ules window. (N) Setup > 9ules > 'vaila6le to <ro ise

2. *nter the following infor ation! Na e! Description! consu ption ,ac8ward <ast Due Da$s De and! :nfinite Suppl$! 'ggregate Order <ro ising &i e /ence! Selected 1+ (ser3defined ti e fence (ser Defined '&<G,ac8ward '&< ,ac8ward

%. Select the following De and Sources! Sales Orders :nternal Orders Discrete ;:< 9epetitive ;:<

). Select the following Suppl$ Sources! Discrete ;:< 9epetitive ;:< :nternal 9eAs Supplier 9eAa <urchase Orders On3hand 'vaila6le :nterorg &ransfers

4. (") /ile > Save 111

5. (") /ile > .lose /or

<.+. Solution . ,reating Reservations

,reate a Reservation Responsibility = Inventory, ision !perations 1. Navigate to the :te 2. (,) New %. *nter the following De and infor ation! H Organization! "1 H :te ! EE3:te +2 H &$pe! :nventor$ H Na e! &ea H (O"! *a H Cuantit$! 1+ EE 9eservation H Need 6$ date! &oda$Qs date 9eservations window. I (N) On3hand= 'vaila6ilit$ > 9eservations

112

). (&) Suppl$ 4. *nter the following Suppl$ infor ation! H &$pe! :nventor$ H Na e! &ea EE 9eservation

5. (") /ile > Save

113

2. (") /ile > .lose /or

>. Solution . Setting up 2aterial Status ,ontrol

eri&y (ransaction (ype Responsibility = Inventory, ision !perations 1. Navigate to the &ransaction &$pes window. I (N) Setup > &ransactions > &$pes 2. (&) S$ste %. -erif$ Status .ontrol is selected for the Su6inventor$ &ransfer transaction t$pe.

114

). (") /ile > .lose /or De&ine a 2aterial Status 4. Navigate to the "aterial Status window. I (N) Setup > &ransactions > "aterial Status 5. *nter the following infor ation! H Na e! &ea EE "aterial Status EE disallow su6inventor$ transfers the 'llowed H Description! &ea 2. Select transfer &ransactions list. 1. (,) > (')

H (sage! Su6inventor$ aterial 6etween su6inventories fro

115

(") /ile > Save (") /ile > .lose /or #ssign a 2aterial Status Navigate to the Su6inventories Su >. Select $our EEL- Su6inventor$. ar$ window. I (N) Setup > Organizations > Su6inventories

116

1+. (,) Open 11. Select $our aterial status fro the Status list of value.

12. (,) O8

117

1%. (") /ile > Save 1). (") /ile > .lose /or 14. (") /ile > .lose /or 'er&orm a (ransaction 4it* ?our 2aterial Status 15. Navigate to the "iscellaneous &ransactions window. (N) &ransactions > "iscellaneous &ransaction H &$pe! "iscellaneous 9eceipt H 'ccount! +1341+322)+3++++3+++

12. *nter the following infor ation!

118

11. (,) &ransaction Lines 1>. *nter the following infor ation! H :te ! EE3:te +1 H Su6inventor$! EELH Cuantit$! 14

119

2+. (") /ile > Save 21. (") /ile > .lose /or 22. (") /ile > .lose /or 2%. Navigate to the Su6inventor$ &ransfers window. I (N) &ransactions > Su6inventor$ &ransfer 2). *nter the following infor ation! H &$pe! Su6inventor$ &ransfer

120

24. (,) &ransaction Lines 25. *nter the following infor ation! H :te ! EE3:te +1 H Su6inventor$! EEL-

.an $ou perfor su6inventories. ;h$ is EEL-

su6inventor$ transferF No= EEL- is issing fro

issing fro

the list of

the list of Su6inventoriesF GGGGGGGGGGGGGGGGGGGG 121

22. (,) .ancel 21. (") *dit > .lear > 9ecord 2>. (") /ile > .lose /or %+. (") /ile > .lose /or

[email protected]. Guided Demonstration - ,reating a 2anual 8orecast

Responsibility% Inventory, ision !perations "S# ,reating a 8orecast Set 1. (N) <lanning > /orecasts > Sets 2. *nter the following the infor ation to create a forecast set! /orecast Set! /# Set Description! /inished #oods forecast set ,uc8et &$pe! ;ee8s Level! :te /orecast! /#: Description! /inished #oods forecast

%. (") /ile > Save.

122

). (") /ile > .lose /or . Setting "p 8orecast 6ntries 4. (N) <lanning > /orecasts > *ntries 5. (") -iew > /ind 2. Select the /# Set forecast set. 1. *nter the following forecast entr$ infor ation :te ! 'S4)111 ,uc8et! ;ee8s Date! &oda$Qs Date *nd Date! 1 wee8 in advance. .urrent! 1+++ :te ! 'S11>)2 Date! 1 wee8 in advance *nd Date! 2 wee8s in advance .urrent! 2+++ :te ! 'S11>)2 Date! 2 wee8s in advance *nd Date! % wee8s in advance. .urrent! %+++

>. (") /ile > Save. 1+. (") /ile > .lose /or . ie4ing 8orecast 9uantities 11. (N) <lanning > /orecasts > -iew *ntries 12. (") -iew > /ind. 1%. Select the /# Set /orecast set. 1). .hoose ,uc8eted 14. (") /ile > Save. 15. (") /ile > .lose /or .

123

[email protected]. Guided Demonstration - Setting up Reorder 'oint 'lanning

Responsibility% Inventory, ision !perations "S# Setting up Reorder 'oint 'lanning &or an Item 1. Navigate to the Organization :te s window. (N) :te s > Organization :te s. 'S11>)2 in the :te field. 2. *nter ite %. (,) /ind. ). (&) #eneral <lanning. 4. .hange the Inventory 'lanning 2et*od to Reorder 'oint. 5. .hange the 2inimum !rder 9uantity to +5. 2. .hange the !rder ,ost to -5.

124

1. .hange the ,arrying ,ost A to 12. >. (&) Lead &i es. 1+. .hange the 'rocessing lead ti e to 4. 11. (") /ile > Save. 12. (") /ile > .lose /or . Running t*e Reorder 'oint 'lanning Report 1%. Navigate to the 9eorder <oint <lanning window. (N) > <lanning > 9eorder <oint <lanning. Selection. 1). Select Items under reorder point as the :te 14. *nter De and and Suppl$ cut off dates. 15. Select /# Set fro the list of values. 12. Su6 it $our reAuest. ie4ing t*e Reorder 'oint 'lanning Report 11. (N) 9eAuests.

1@.+. Solution . 'er&orming 2in-maB 'lanning

6nable 2in-2aB 'lanning &or Item Responsibility = Inventory, ision !perations "S# 1. Navigate to the Organization :te s window and find $our EE3:te +% ite . (N) :te s > Organization :te s 2. /ind $our EE3:te +% ite . %. (&) #eneral <lanning :nventor$ planning "ethod! "in3"a7

125

). (") /ile > Save 4. (") &ools > :te 5. *nter the ini u Su6inventories and a7i u Auantities for the ite Osu6inventor$

co 6ination as follows! Na e! EE/#: "ini u "a7i u Cuantit$! %++ Cuantit$! >++

126

2. Save and .lose window. (") /ile > Save (") /ile > .lose /or

ReCuest a 2in-2aB 'lanning Report 1. Navigate to the "in3"a7 <lanning window. (N) <lanning > "in3"a7 <lanning <lanning Level! Su6inventor$ Su6inventor$! EE3/#: De and .uttoff Date! 1 Suppl$ .uttoff Date 1 onth fro onth fro toda$ toda$ >. *nter the following infor ation in the <ara eters window!

127

1+. (,) OD. 11. (,) Su6 it. 12. (,) No.

128

ie4 t*e 2in-2aB 'lanning Report 1%. (N) 9eAuests 1). Select "$ .o pleted 9eAuests

129

14. Select /ind. 15. Select $our reAuest.

130

12. (,) -iew Output. 11. (") /ile > .lose. 1>. (") /ile >.lose /or .

131

[email protected]. Solution - 'er&orming a Replenis*ment ,ount "sing 8orms

De&ine Item-Subinventory Relations*ip and Sourcing In&ormation Responsibility = Inventory, ision !perations "S# 1. -erif$ the on3hand Auantit$ of EE3:te +2 in $our EE/#: su6inventor$. (N) On3hand= 'vaila6ilit$ > On3hand Cuantit$ o Su6inventor$! EE/#: o :te O 9evision! EE3:te +2

132

2. (,) /ind I (") /ile > .lose /or

%. Navigate to the Su6inventories window. I (N) Setup > Organizations > Su6inventories ). Select the EEL- su6inventor$ fro the list.

133

4. (,) :te OSu6inventor$ 5. Define the ite 3su6inventor$ relationship using the following infor ation! I (&) <lanning H :te ! EE3:te +2 H "in3"a7 <lanning! ?es H "in Ct$! 1+ H "a7 Ct$! 4+

I (&) Sourcing H &$pe! Su6inventor$ H Su6inventor$! EE/#:

134

2. (") /ile > Save 6nter Replenis*ment ,ount Deader In&ormation 1. Navigate to the 9eplenish ent .ount Keaders window. I (N) .ounting > 9eplenish ent .ounts > .ounts >. (,) New 1+. .reate a new replenish ent count header using the following infor ation! H Na e! EE9.1 H Su6inventor$! EELH .ount (sing "o6ile! No

135

6nter Replenis*ment ,ount "sing 8orms 11. (,) Default :te s 12. *nter the following infor ation! H .ount &$pe! Onhand Cuantit$ H Cuantit$! 4

1%. (") /ile > Save 'rocess t*e ,ount In&ormation "sing 8orms 1). 9eturn to the 9eplenish ent .ount Keaders window.

136

14. (,) <rocess and 9eport 15. (,) O8 12. -iew the details of the 9eplenish ent .ount 9eport 6$ Auer$ing for the reAuest nu 6er in the 9eAuests window. Note! ,ecause EE3:te +2 is sourced fro :nventor$ auto aticall$ creates a co plete this transaction $ou "ove Orders window. 11. ;hat is the reorder Auantit$ for EE9.1F &he reorder Auantit$ is )4 ( a7i u Auantit$ M on3hand Auantit$). another su6inventor$= Oracle ove order using the &ransact

ove order after $ou process the count. &o

ust transact this

137

[email protected]. Solution - 'er&orming a Replenis*ment ,ount "sing t*e 2obile #pplication

6nter Replenis*ment ,ount Deader In&ormation Responsibility = Inventory, ision !perations "S# 1. Navigate to the 9eplenish ent .ount Keaders window. I (N) .ounting > 9eplenish ent .ounts > .ounts 2. (,) New %. .reate a new replenish ent count header using the following infor ation! H Na e! EE9.2 H Su6inventor$! EE3LH .ount (sing "o6ile! ?es

6nter Replenis*ment ,ount Lines ). (,) Default :te s. 4. *nter the following infor ation! H .ount &$pe! Order Cuantit$

138

5. (") /ile > Save 2. (") /ile > .lose /or 6nter Replenis*ment ,ount "sing t*e 2obile #pplication Responsibility = 2aterials ; 2&g 1. Start the &elnet session. H ;indows Start enu > 9un 2+2+ in the 9un dialog 6o7= where 7777 H *nter telnet es7777.oracle.co is the instance nu 6er.

>. Select UDefault> fro

the Device List.

139

1+. *nter $our user na e and password. Note that "aterials S "fg responsi6ilit$ ust 6e assigned to $our user na e.

11. Select U"aterials S "fg>

140

12. Select U:nventor$> fro

the "aterials S "fg "enu.

1%. Select U.ounting> fro

the :nventor$

enu.

141

1). Select U9epl .ount> fro

the .ounting

enu.

14. *nter the following infor ation when pro pted. 3ote% &he o6ile application screen is case sensitive. H Organization .ode! "1 H Su6inventor$! EE3LH 9eplenish ent .ount Na e! EE9.2 142

15. Select U.ount> to enter the order Auantit$.

12. *nter EE3:te +2 in the :te

field.

11. *nter %+ in the Order Ct$ field.

1>. Select USaveONe7t>

143

2+. <ress .trlL, to view the "essage <age.

'rocess t*e ,ount In&ormation "sing t*e 2obile #pplication 21. Select U<rocess and 9eport> 22. <ress .trlL, to view the "essage <age. &he reAuest nu 6er is displa$ed. ?ou can view the details of the 9eplenish ent .ount 9eport 6$ Auer$ing for the reAuest nu 6er in the 9eAuests window.

144

2%. Select Logout to e7it the

o6ile application.

2). .an $ou enter the count in the 9eplenish ent .ount Lines window for EE9.2F ;h$F No= $ou cannot enter the count in the 9eplenish ent .ount Lines for EE9.2. &his is 6ecause $ou would have selected the .ount (sing "o6ile chec8 6o7 in the 9eplenish ent .ount Keaders window= $ou can enter the count onl$ using the o6ile application.

145

[email protected]. Solution . 'er&orming Eanban Replenis*ment

Setting up a Eanban 'ull SeCuence Responsibility = Inventory, ision !perations "S# 1. Navigate to the <ull SeAuences window. (N) Dan6an > <ull SeAuences > (,) New. o :te ! EE3:te +% o Su6inventor$! EE/#: o Source &$pe! Supplier o Supplier! 'dvanced Networ8 Devices o Supplier Site! Santa .lara (&) Dan6an o .alculate! Nu 6er of .ards o Size! 1+ o Nu 6er of .ards! 1+ o "ini u Order Cuantit$! 2+ 2. (se the following infor ation to define a new pull seAuence!

146

%. (") /ile > Save Generate Eanban ,ards ). (,) #enerate .ards 4. ?es to print Dan6an cards. 5. -erif$ $our Dan6an cards printed. (") -iew > 9eAuests Select 'll "$ 9eAuests (,) /ind

147

(") /ile > .lose /or ar$ window.

Replenis* Eanban ,ards 2. Navigate to the Dan6an .ards Su 1. 9eplenish Dan6an cards. Select the first Dan6an card in the list. (,) 9eplenish. -erif$ the suppl$ status changed to ;ait. Select the second Dan6an card in the list. (,) 9eplenish. -erif$ the suppl$ status is * pt$. (,) .ards or (N) Dan6an > Dan6an .ards.

148

>. (N) /ile > Save. 1+. (N) /ile > .lose /or .

149

11.1. Solution . ,ompiling an #F, #nalysis

,ompile an #F, #nalysis Responsibility = Inventory, ision !perations "S# 1. Navigate to the ',. .o pile window. I (N) ',. .odes > ',. .o piles I (") /ile > New 2. .o pile an ',. 'nal$sis using the following infor ation! H Na e! EE/#:3',. H Description! ',. .o pile for &ea H Su6inventor$! EE/#: H .riterion! .urrent on hand Auantit$ H .ost &$pe! /rozen EE/#: H .ontent and -aluation Scope! Su6inventor$

I (,) .o pile I (,) OD I Note $our report reAuest nu 6er. GGGGGGGGGGGGGGGGGGG

150

I (,) ?es I (,) OD I Note $our reAuest nu 6er. GGGGGGGGGGGGGGGGG %. (") /ile > .lose /or De&ine #F, ,lasses ). Navigate to the ',. .lasses window. I (N) ',. .odes > ',. .lasses I (") /ile > New 4. Define three ',. .lasses using the following na ing conventions! H Na e! EE.lass ' H Description! ' ite s H Na e! EE.lass , H Description! , ite s H Na e! EE.lass . H Description! . ite s

5. Save and .lose window. (") /ile > Save. (") /ile > .lose /or .

151

De&ine an #F, Group 2. Navigate to the ',. 'ssign ent #roups window. (N) ',. .odes > ',. 'ssign ent #roups. (") /ile > New

1. Define an ',. group using the following infor ation! #roup Na e! EE',. #roup .o pile Na e! EE/#:3',.

3ote% "a8e sure that EE',. #roup (the group that $ou created) is selected.

(,) #roup .lasses

De&ine an #F, SeCuence >. Define an ',. SeAuence using the classes $ou created earlier. .lass Na e EE.lass ' EE.lass , EE.lass .

152

1+. Save $our wor8. (") /ile > Save #ssign Item aluation 11. (,) 'ssign :te s. 12. *nter the following percentages in the B :te s field! EE.lass '! 4+ EE.lass ,! 1+ EE.lass .! (s$ste calculates)

153

1%. (,) 'ssign 1). (,) OD "pdate #F, ,odes 14. 9eview and update the ',. codes assigned to ite s in the EE/#: su6 inventor$. Select EE',. #roup in the ',. 'ssign ent #roups window. (,) (pdate :te s
1 2 % ) 4 5 5 15.52B %%.%%B 4+.++B 55.52B 1%.%%B 1++.++B

154

.hange one ite .hange one ite (") /ile > Save

fro fro

EE.lass . to EE.lass '. EE.lass , to EE.lass ..

(") /ile > .lose /or

155

11.2. Solution . 'er&orming a ,ycle ,ount

De&ine a ,ycle ,ount Deader Responsibility% Inventory, ision !perations "S# 1. Navigate to the .$cle .ounts ;indow. (N) .ounting > .$cle .ounting > .$cle .ounts 2. (,) New %. *nter a new c$cle count header using the following infor ation! (&) Scope and .ontrol o Na e! EE.$cle .ount o Description &ea EE.$cle .ount

o .alendar! -ision+1 o 'd@ust ent 'ccount! "iscellaneous o Late Da$s! 1 o Starting SeAuence! EE o (nscheduled entries ?es o Displa$ S$ste At$! ?es

o .ount Su6inventories! Specific o Su6inventor$! EE/#:

156

(&) Serial and Schedule o .ount! Not 'llowed o 'uto Schedule! ?es o /reAuenc$! ,$ <eriod

157

(&) 'd@ust ents and ',. o 'pproval 9eAuired! :f out of &olerance o C&? %B o 'd@ust -alue! 4+ o KitO"iss! 1+B o #roup! EE',. #roup o Option! (9e)initialize

158

(,) .lasses o EE.lass '! 14+ counts per $ear o EE.lass ,! 1++ counts per $ear o EE.lass .! 4+ counts per $ear

159

). (") /ile > Save 4. (,) OD 'er&orm a ,ycle ,ount 5. (") &ools > <erfor /ull .$cle .ount

160

2. *nter the following para eters. 'fter entering each power clic8 OD. #enerate auto atic schedule (<ara eters field)! EE.$cle .ount

#enerate c$cle count reAuests (<ara eters field)! EE.$cle .ount

.$cle .ount Listing (<ara eters field)! EE.$cle .ount 161

1. (,) Su6 it >. (,) OD 1+. (") /ile >.lose >/or 11. (") /ile >.lose /or 3ote% Do not proceed until after $our concurrent reAuest co pletes. 6nter ,ycle ,ount 6ntries

162

12. Navigate to the .$cle .ount *ntries window. (N) .ounting > .$cle .ounting > .$cle .ount *ntries the list of values. 1%. *nter EE.$cle .ount in the .$cle .ount na e field= or select $our c$cle count fro 14. (,) ?es 1). (,) /ind

15. (&) 'd@ust ents 12. *nter .ount Cuantities for $our ite s. *nter a few Auantities that are out of tolerance= a few Auantities within tolerance= and at least one that s$ste Auantit$. atches the

163

11. Save and .lose window. (") /ile > Save (") /ile > .lose /or

#pprove, ReGect or Recount ,ycle ,ount 1>. Navigate to the c$cle count approvals window. (N) .ounting > .$cle .ounting > 'pprove .ounts the LO-s in the .$cle .ount field. 2+. Select $our c$cle count fro 21. (,) /ind 22. (,) No

164

2%. ;h$ are so e of the ite s alread$ approvedF &he$ fall within set approval li its. 2). 'pprove= re@ect or recount $our ite s. 24. Save and .lose window. (") /ile > Save (,) OD (") /ile > .lose /or

See ad@ust ent in

aterial transactuion su

ar$ window

Or On hand availa6ilit$ weindow if $ou 8now the earlier on hand Auatiioties

165

11.+. Solution . 2obile ,ounting

6ntering Item 9uantities "sing t*e 2obile Responsibility = 2aterials ; 2&g 1. Start the &elnet session. ;indows Start enu > 9un 2+2+ in the 9un dialog 6o7= where 7777 is

*nter telnet es7777.oracle.co the instance nu 6er.

2. Select Default fro

the Device List.

166

%. *nter $our user na e and password. Note that R"aterials S "fgT responsi6ilit$ ust 6e assigned to $our user na e.

). :f

ore than one responsi6ilit$ had 6een assigned to $our user na e= select the list.

"aterials S "fg fro

4. Select :nventor$ fro

the "aterials S "fg "enu.

167

5. Select .ounting fro

the :nventor$ "enu.

2. Select .$cle .ount fro

the .ounting "enu.

168

>. *nter the following infor ation when pro pted. 3ote% &he o6ile application screen is case sensitive. Org .ode! "1 .$cle .ount Na e! EE.$cle .ount Su6! EE/#: :te ! *nter an ite in $our EE/#: su6inventor$

Ct$! *nter a Auantit$

169

1+. Select Done to appl$ $our c$cle count. 11. Select Logout to e7it the "o6ile.

170