Defining an Item (Item Master):

Navigate to the Inventory Super User responsibility

Items à Master Items window

Choose the Org (master)

This is the window where you need to enter all attributes of the item.

Enter the Item and Description field and Save your work.

You can manually assign the attributes navigating to all the tabs like Main, Inventory, Bills of Materials, etc.

Also you can apply a predefined item template on this item as per your business need.

So for copying the attribute

Go to, Tools à Copy From

In this case, I am copying the attributes from the Finished Good template.

Then click on Apply and then Done.

Now the new Item acquired all attributes as per the Finished Good template.

You can go to individual tabs and check and modify the attributes as per your need.

Main:

 

Inventory:

Check whether following attributes are checked or not

Inventory Item, Stockable, Transactable, Reservable

 

Bill of Materials:

 

Asset Management:

 

Costing:

 

Purchasing:

 

Receiving:

 

Physical Attribute:

 

General Planning:

 

MPS/MRP Planning:

 

Lead Time:

 

Work in Process:

 

Order Management:

 

Invoicing:

 

Process Manufacturing:

 

Services:

 

Web Option:

Check and modify the attributes and Save your work.

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Below are the setups need to be done before defining Items

Container Type:

Setup à Items à Container Type

Item Status:

Setup à Items à Item Status

 

Defining Picking Rule:

Move to Setup à Rules à Picking

Defining Item Types:

Setup à Items à Item types

 

Item Templates:

Setup à Items à Templates

Then select New

 

Overview of Item Categories:

·         Item Categories defined to group items logically according to different characters and this is used for different reports and programs.

·         Define Item Flexfields

·         Define Categories

·         Define Category sets

·         Assign default category sets to functional areas

·         Assign items to categories.

Define Flexfield Structure for Categories:

Setup à Flexfields à Key à Segments

Define Categories:

Setup à Items à Categories à Category Codes

Then select New

Define Category Sets:

Setup à Items à Categories à Category Sets

Item Catalogs:

Item Catalog is used to add descriptive information to items and to partition the item master into different groups of items which share common characteristics.

Once the process of defining and cataloging items is complete, you can:

·         Provide standard language in referring to items, enabling companies in the same industry to communicate effectively without needing to name their items identically.

·         Store a detailed description of what an item is without having to embed that meaning in the item number.

·         Use descriptive elements as search criteria for items.

·         Update the item description with a concatenated value of the item catalog group information.

·         Find common existing parts when developing an engineering prototype.

Setup à Items à Catalog Groups

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Item Setups and Controls before defining Item

Certain set of Setups and controls need to be defined before defining an Item. These controls enable to maintain, group, query, reference and delete items.

1.       Create an Item Master organization to define all of your items. This enables you to assign items to other organizations without re-creating all of the item information.

2.       Set attribute control levels. Choose between centralized and decentralized control of item attributes. For each item attribute, you can determine whether the value of the attribute should be the same for an item in every organization in which you define the item.

3.       Define container types for the physical attribute group.

4.       Set status controls to use attributes, such as Purchasable and Transactable, to control the functionality of each item. You can set them for any type of item status.

5.       Define picking rules for the Order Entry attribute group.

6.       Define item types to use when defining items. These values appear in the list of values for the User Item Type item attribute.

7.       Define templates to assign major attributes that are the same for a group of items. Apply the template when you create an item, and fill in only the item attributes not already defined by the template.

8.       Define cross-references to establish relationships between items and entities such as old item numbers or supplier item numbers.

9.       Define commodity codes for use in customer items.

10.   Define customer items and customer item cross-references.

11.   Defining kanban cards and pull sequences.

12.   Define categories and category sets to group items for various reports and programs. A category is a grouping of items with similar characteristics. A category set is a grouping of categories.

13.   Define item catalogs to group items that share similar descriptive elements. Use the catalogs to search for items by descriptive elements instead of by part number.

14.   Optionally, define delete constraints that are verified before you can delete an item.

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Defining Locators

Inventory Super User à Setup à Organization à Stock Locators

Select New

There are 4 tabs: Parameters, Capacity, Dimensions, and Coordinates.

Parameters:

Locator: Enter the Locator with specific segments as defined for your business.

Description: Enter a proper description to identify.

Subinventory: Enter the subinventory name where the locator resides.

Type: Select the type, how you want to use the locator.

Capacity:

Choose the Capacity alternative region.

Enter a value for the maximum number of items you can store in this locator.

Enter unit of measure and maximum volume values describing the volume of inventory that can be stored in this locator.

Enter unit of measure and maximum weight values describing the weight of inventory that can be stored in this locator.

Similarly enter the details for Dimensions and Coordinates.

Save your Jobs once done.

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Defining Subinventory

Go to Inventory Super User responsibility

Setup à Organization à Subinventories

Click on New

Name: Should be a unique alphanumeric name

Description: Short description of the subineventory

Status: By default it takes as Active

Default Cost Group: Attach the Cost group here.

Type: Storage or Receiving, as per the requirement

Main Alternative Region:

Include in ATP: Indicate whether to include items in this subinventory in ATP calculations

Allow Reservation: Indicate whether to include this subinventory when you perform available-to-reserve calculations.

Nettable: Indicate whether the planning process uses the on-hand balance of these subinventory items as available inventory.

Quantity Tracked: Indicate whether each transaction for this subinventory updates the quantity on hand for the subinventory.

Note: If you leave this option unchecked, on-hand balances are not maintained and you cannot check or update the Asset Inventory, Include in ATP, Reservable, or Nettable options.

You can update this value only if there is no on-hand quantity for the subinventory.

Asset Subinventory: Indicate whether to maintain the value of this subinventory on the balance sheet.

Locator Control:

You can select an option only if you selected locator control as Determined at subinventory level in the Locator Control field in the Organization Parameters window. You can only update this option if there is no on-hand quantity for the subinventory.

None: Inventory transactions within this subinventory do not require locator information.

Prespecified: Inventory transactions within this subinventory require you to enter a valid predefined locator for each item.

Dynamic entry: Inventory transactions within this subinventory require you to enter a locator for each item. You may choose a valid predefined locator, or define a locator dynamically at the time of transaction.

Item level: Inventory transactions use locator control information that you define at the item level.

Picking Order: This value indicates the priority with which items can be picked from this subinventory, relative to another subinventory, where a given item resides.

Dropping Order: This value indicates the priority with which items can be dropped to this subinventory, relative to another subinventory at the time of receipt.

Inactive On: Enter the date, if you want this subinventory to inactivate.

Lead Times:

Optionally, enter pre-processing, processing, and post-processing lead times for items in this subinventory.

These lead times are used when you use min-max planning at the subinventory level.

Sourcing:

Select a source type for item replenishment

Inventory: Replenish items internally, from another subinventory in the same organization or another organization.

Supplier: Replenish items externally, from a supplier you specify in Oracle Purchasing.

Subinventory: Replenish items internally from this subinventory.

Account:

Enter all General Ledger accounts as defined in the system as per the business requirement.

Save your job. This will create a subinventory.

GL Accounts Used in Subinventories

Material

Enter a general ledger account to accumulate material costs for items received into this subinventory. This is usually an asset account used for the value of goods stored in this subinventory.

For asset items, you use this account as a default when you generate purchase requisitions from MRP, min-max organization level planning, or reorder point planning. However, when you receive the purchase order, you use the appropriate valuation or expense account.

Outside Processing

Enter a general ledger account to accumulate outside processing costs for this subinventory. This is usually an asset account. Oracle Work in Process charges this account at standard cost when you receive items for a job or schedule in Oracle Purchasing. Oracle Work in Process relieves this account at standard cost when you issue components to a job or schedule.

Material Overhead

Enter a general ledger account to accumulate material overhead or burden costs for this subinventory. This is usually an asset account.

Overhead

Enter a general ledger account to accumulate resource or department overhead costs for this subinventory. This is usually an asset account. Oracle Work in Process charges this account at standard cost when you complete assemblies from a job or schedule. Oracle Work in Process relieves this account at standard when you issue components to a job or schedule.

Resource

Enter a general ledger account to accumulate resource costs for this subinventory. This is usually an asset account. Oracle Work in Process charges this account at standard cost when you complete assemblies from a job or schedule. Oracle Work in Process relieves this account at standard cost when you issue components to a job or schedule.

Expense

Enter a general ledger account to accumulate expenses for this subinventory. For expense subinventories, this account is charged when you receive any item. For asset subinventories, this account is charged when you receive an expense item.

Encumbrance

ORACLE PURCHASING ONLY

Enter a general ledger account to hold the value of encumbrances against items in this subinventory. This account is used for purchase order receipts and returns.

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