Oracle EBS Inventory : Define Locators, Organization & SubInventories

Defining Locators

Responsibility: Inventory, Vision Operations USA

Setting Up Stock Locators

1.    (N) Setup > Organizations > Stock Locators.

2.    Click New.

3.    Enter a new Row Rack and Bin.

Note: Locators must be unique across an organization.

4.    Enter a Description.

5.    Enter the Subinventory.

6.    (M) File > Save.

7.    (M) File > Close Form.

 

Tasks

Defining Stock Locators

1.    Define some storage locators for your ##FGI subinventory and your ##Main subinventory. For this exercise use the following convention:

• Row: (your team #)    ##    ##    
  
• Rack:            01    01    
  
• Bin:            01     02
  
• Subinventory:        ##FGI
  

   

• Row:            ##    ##
  
• Rack:            02    02
  
• Bin:            01    02
  
• Subinventory:        ##Main
  

Solution – Defining Locators

Defining Stock Locators

1.    Navigate to the Stock Locators window.

• (N) Setup > Organizations > Stock Locators
  
• (B) New
  

2.    Click the Locator field to enter the following new locator information:

• Note: Click the Locator field to display the Stock Locators sub-window. Enter the Row, Rack, and Bin information, then click OK to return to the main Stock Locators window.
  

 

3.    Select (M) File > Save

4.    Select (M) File > Close

 

Guided Demonstration – Setting Up Organizations

Responsibility: Inventory, Vision Operations USA

1.    Navigate to the Organizations window.

• (N) > Setup > Organizations > Organizations.
  

2.     (B) New in Find window    

3.    Set up a new organization using the following information:

• Name:        M12 Orlando MFG
  
• Type:        Plant
  
• Location:        M12 Orlando MFG
  

4.    Save your work.

5.     In the Organization Classifications alternative region, select the following information:

• Name:        Inventory Organization
  
• Enabled:        Selected
  

6.    Save your work.

Define Accounting Information

7.    (B) Others > Accounting Information.

8.    Enter the following accounting information:

• Primary Ledger:                Vision Operations
  
• Legal Entity:                Vision Operations
  
• Operating Unit:                Vision Operations
  

9.    Save your work.

Define Inventory Parameters

10.    (B) Others > Inventory Information > (T) Inventory Parameters

11.    Enter the following inventory parameters:

• Organization Code:                 M12
  
• Item Master Organization:             Vision Operations
  
• Calendar:                         Vision01
  
• Demand Class:                     Blank
  
• Move Order Timeout Period:             60 Days
  
• Mover Order Timeout Action:             Approve automatically
  
• Locator Control:                     Determined at Subinventory Level
  
• Allow Negative Balances:             Selected
  
• Auto Delete Allocations at Move Order Cancel: Selected
  

12.    (T) Costing Information

13.    Enter the following costing parameters:

• Costing Method:                Standard
  
• Transfer to GL:                Yes
  
• Reverse Encumbrance:            No
  
• Project Cost Collect Enabled:        No
  
• Defer Logical Transactions:        No
  
• Cost Cutoff Date:            Blank
  
• Default Material Sub-Element:        Blank
  
• Material Overhead Sub-Element:    Blank
  

14.    Enter the following valuation accounts:

 

 

15.    (T) Other Accounts

16.    Enter the following other account information:

 

17.    (T) Revision, Lot, Serial And LPN

18.    Enter A in the Starting Revision field.

19.    Enter the following Lot Control parameters:

• Uniqueness:                Across Items
  
• Generation:                At Item Level
  
• Total Length:                30
  
• Auto Create Lot UOM Conversion:    Blank
  
• Allow Different Lot Status:        With exception    
  

20.    Enter the following Serial Control parameters:

• Uniqueness:                 Within organization
  
• Generation:                At Item level
  
• Prefix                    SER
  
• Starting Serial Number:            0000000001
  

21.    (T) ATP, Pick, Item-Sourcing

22.    Enter the following information:

• ATP Defaults Rule:                Total ATP, No DC (select second)
  
• Picking Defaults: Rule:                Default Picking Rule PR1
  
• Subinventory Order:                Blank
  
• Locator Order:                    Blank
  
• Pick Confirmation Required:            Blank
  
• Over Picking for Manufacturing:         Blank
  
• Over Picking for Transfer Orders:        Selected
  
• Enable Rules Override for Lot-Level Res.:    Selected    
  
• Item Sourcing Detail: Type:            Supplier
  
• Item Sourcing Detail: Organization:        Blank
  
• Item Sourcing Detail: Subinventory:        Blank
  

23.    (T) Inter-org Information

24.    Enter the following information:

• Inter-organization Transfer Charge:        Predefined percent
  
• Predefined Percent:                10%
  
• Transfer Credit:                    01-520-5290-0000-000
  
• Purchase Price Variance:            01-520-5210-0000-000
  
• Receivable:                    01-000-1810-0000-000
  
• Payable:                        01-000-2370-0000-000
  
• Intransit Inventory                01-000-1460-0000-000
  

25.    (M) File > Close Form

Define Receiving Information

26.    (B) Others > Receiving Information

27.    Enter the following Receiving Information:

• Enforce Ship-To:                None
  
• ASN Control Action:                None
  
• Receipt Days Early and Late:            5
  
• Receipt Days Exceed-Action            Warning
  
• Over Receipt Tolerance (%)            5%
  
• Over Receipt Action                Warning
  
• RMA Receipt Routing:                Standard Receipt
  
• Receipt Routing:                    Standard Receipt
  
• Allow Substitute Receipts:            Selected
  
• Allow Unordered Receipts:            Selected
  
• Allow Express Transactions:            Selected
  
• Allow Cascade Transactions:            Selected
  
• Validate Serial Numbers on RMA Receipts:    Selected
  
• Receipt Number Generation:            Automatic
  
• Receipt Number Type:                Alphanumeric
  
• Next Receipt Number:                1
  
• Validate Lots on RMA Receipts:        Restricted
  
• Receiving Inventory Account:            01-000-1410-0000-000
  
• Clearing Account:                01-000-1410-0000-000
  

28.    (B) Save

29.    Click Close Window.

30.    Save your work.

31.    Close the Organizations window.

Link the Location to the Inventory Organization

32.    Navigate to the Location window.

• (N) Setup > Organizations > Locations
  

33.    Find M12 Orlando.

• (M) > View > Query By Example > Enter
  

34.    Enter %M12% in the Name field.

• (M) > View > Query By Example > Run
  

35.    (T) Other Details

36.    Enter the following information:

• Inventory Organization:        M12-M12 Orlando MFG
  

37.    Save your work and close the window.

 

Defining Subinventories

Responsibility = Inventory, Vision Operations USA

1.    (N) Setup > Organizations > Subinventories

Note: Verify that you are in organization M1 Seattle Manufacturing.

2.    (M) File > New

3.    Enter the following subinventory information:

• Name:            Raw
  
• Description:        Raw Materials
  
• Locator Control:        Item Level    
  

4.    (B) Open

5.    Select Receiving as the subinventory Type.

Instructor Note: Explain to the students the difference between storage and receiving subinventory types.

6.    (M) File > Save

7.    (M) File > Close Form

Verifying Subinventories

8.    (N) Change Organization

9.    Select M2 Boston Manufacturing.

10.    (N) Setup > Organizations > Subinventories

11.    (M) View > Find

12.    Enter Raw in the Find Field.

13.    (B) OK

14.    Note that subinventory Raw is not available in M2.

15.    (M) File > Close Form

 

 

Creating Subinventories

In this practice, you will learn how to create two subinventories.

Tasks

If necessary, change your Organization to Seattle (M1).

1.    Create the following four subinventories for your team:

• Finished goods (FGI) stock subinventory
  
• Main Stores (MAIN) subinventory
  
• Raw Materials (RM) subinventory
  
• Low Value (LV) items subinventory. Your Low Value subinventory must be a non-tracked subinventory.
  

Use the following naming convention (##FGI) to differentiate your team from other teams. Replace the pound signs (##) with your team number.

2.    After completing the practice, answer the following questions.

• In which organization are your new subinventories?
  
• Determine if ##FGI exists in M2- Boston Manufacturing and why.
  

 

Solution – Creating Subinventories

Responsibility: Inventory, Vision Operations USA

1.    Change Organization to M1 Seattle Manufacturing.

• (N) Change Organization
  

2.    Choose M1 Seattle Manufacturing.

3.    (B) OK

4.    Navigate to the Subinventories window.

• (N) Setup > Organizations > Subinventories
  

5.    (B) New

6.    Enter the following information:

• Name:             ##FGI
  
• Description:         Finished Goods Inventory
  
• Status:            Active
  
• Type:            Storage
  
• Locator Control:        Item level
  

7.    (B) Save

8.    (M) File > New

9.    Enter the following information:

• Name:            ##Main
  
• Description:        Main Stores
  
• Type:            Storage
  
• Status:            Active
  
• Locator Control:        Dynamic Entry
  

10.    (M) File > Save

11.    (M) File > New

12.    Enter the following information:

• Name:            ##RM
  
• Description:        Raw Materials
  
• Status:            Active: Not Available for Netting, ATP and Reservations
  
• Type:            Storage
  
• Locator Control:        None
  
• Quantity Tracked:     Deselected
  

13.    (B) Save

14.    (M) File > New

15.    Enter the following information:

• Name:          ##LV
  
• Description:     Low Value Inventory
  
• Status:         Unserviceable: Not Available for Netting, ATP and Reservations
  
• Type:         Storage
  
• Locator Control:     None
  
• Quantity Tracked: Deselected
  

16.    (B) Save

17.    (M) File > Close Form

18.    In which organization are your new subinventories? M1 Seattle Manufacturing

Verifying Subinventories

19.    Does a subinventory called ##FGI exist in M2 Boston Manufacturing? No, you created your subinventories in M1 Seattle Manufacturing.

20.    (N) Change Organization

• Select M2 Boston Manufacturing.
  

21.    (N) Setup > Organizations > Subinventories

22.    (M) View > Find

    

23.    (M) File > Close Form