Inventory A-Z

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All Oracle Inventory Setup

(Screenshot)

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Contents

How the Manual Is Organized......................................................................................................................4

Topical Essay...................................................................................................................................................4
Units of Measure (UoM).................................................................................................................................6
Item Categories...............................................................................................................................................8
Item Master...................................................................................................................................................13
Inventory Accounting Period Opening.......................................................................................................17
Inventory Items Goods Receipt (GRN) against Purchase Order.............................................................18
On-Hand Availability...................................................................................................................................20
Material Transactions Query......................................................................................................................21
Transaction Distributions............................................................................................................................21
Expense Items/Service Items/Asset Items Goods Receipt(GRN) against Purchase Order....................23
Goods Receipt in Purchase UoM and Stock in Base UoM........................................................................26
Goods Receipt for Free Goods.....................................................................................................................28
Goods Return To Vendor.............................................................................................................................31
Corrections....................................................................................................................................................32
Issue Transactions.........................................................................................................................................33
Issue Reversal Transactions.........................................................................................................................34
Subinventory Transfers................................................................................................................................35
Inter-Organization Transfers......................................................................................................................36
Inter Company Transfers.............................................................................................................................39
MIN-MAX Planning-MRP..........................................................................................................................49
Physical Inventory........................................................................................................................................51

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How the Manual Is Organized

This manual is divided in two sections:
Masters setup
Transactions

Audience
This manual is written for Parkway Hospitals Pte Ltd users as a reference manual specific to
Parkway business scenarios. This user guide is intended to supplement the Oracle Inventory User
Guide, which should also be studied for a full understanding on the concepts

How to Use This Manual

The usage and scope of this manual is to walk through the transaction flow and steps in Oracle
payables

Related Documents
Inventory As-Is Document
Inventory To-Be document
Test Scenarios

Your Comments are Welcome

TCS values and appreciates your comments as a user and reader of this manual. As we write,
revise, and evaluate our documentation, your comments are the most valuable input we receive. If
you would like to contact us regarding comments and suggestions on future releases of Inventory
User guide, please use the following address or telephone numbers: TATA CONSULTANCY
SERVICES

Topical Essay
The User Guide is a role-based document that provides specific user procedures to follow based
on the users role like Super user and User.

Procedures
Scope
This procedure covers the following functional areas:
Inventory Masters (Item and UOM)
Categories
Goods Receipts
Inventory Transactions
MRP
Stock Take
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System References
The following system references are used:
As Is Document
To Be Document
Test cases

Responsibility
Super User is responsible for:
Creation of all Masters
Period open / Close at the end of period
Transferring transactions to GL
Assign responsibilities to the users
User is responsible for:
Day to day transactions in Inventory module
Stock Take

Distribution
The following persons receive distribution of this document:
Super user
User

Ownership
Super user is responsible for ensuring this document is necessary, reflects actual practice,
and supports corporate policy.

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Units of Measure (UoM)

Navigation: Setup>Unit of Measures>Class
Enter Class name, Description, Base Unit name, UOM and save.

Click Unit of Measures Button and enter different Units of Measures, UoMs and
Description related to that class and save.

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Click Conversions button and click Intra-Class Tab to define conversions between various
UOMs with in a class for items.
Enter/select from List of values item, enter Source unit of measure, conversion factor with
respect to base UOM and save.

Click Conversions button and click Standard Tab to define conversions between various
UOMs
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Item Categories
Navigation: Setup > Flexfield > Key > Segments
Enter Category structure name and click segments button and enter segment names and
click Value set button to define value set

Segment1 or Family value set which is independent. Define value set name, description
and data type and change validation type to Independent.
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Segment2 or Class value set which is independent Define value set name, description and
data type and change validation type to dependent and enter segment1 value set name as
independent value set name.

Entering values in value set

Navigation: Setup > Flexfield > Key > Values
Enter Inventory as Application, Title is Item Categories, Structure is Item categories and
segment is FAMILY and click Find button

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Enter segment1 values in value field.

Navigation: Setup > Flexfield > Key > Values

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Enter Inventory as Application, Title is Item Categories, Structure is Item categories and
segment is CLASS, Independent Value Family Category values (to define dependent
values for each independent value) and click Find button

Navigation: Setup > Flexfield > Key > Values

Enter segment1 values in value field

Pairing segment values

Navigation: Setup > Items > Category > Category Codes
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Select structure name and enter category values or combinations in category codes and
enter description for each set.

Defining Category set Name

Navigation: Setup > Items > Category > Category Sets
Enter category set Name, description, select Flex structure name, Category values, default
category and save.

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Item Master
Navigation: Items > Master Items
Enter Item code/name and description

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APPLYING TEMPLATE
Navigation: Tools >Copy from
Select item type template or/and item and click Apply button and then done button

Define attributes in DFF (Descriptive Flex Fields)

Click DFF field to open DFFs and enter values in DFFs
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ASSIGNING CATEGORIES
Navigation: Tools > Categories
Select segment1 and segment2 and save item

ORGANIZATION ASSIGNMENT
Navigation: Tools > Organization Assignment
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Check assigned check box with respect to organization and save.

BLOCKING ITEMS
Change item status to Inactive in Main tab and save to block/inactivate item

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Inventory Accounting Period Opening

Navigation: Accounting Close Cycle > Inventory Accounting Periods
Click on required period and click Change Status button to open period

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Inventory Items Goods Receipt (GRN) against Purchase Order

Navigation: Transactions > Receiving > Receipts
Enter Purchase Order (PO) number or various search criteria and click find button for
GRN.

Header with supplier name

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Close the header or hide to see PO line details

Check all lines or click Express button to check all lines at a time.

Check subinventories, Categories, other details and save

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On-Hand Availability
Navigation: On-hand Availability > On-hand Quantity
Enter subinventory or item or other search criteria and click Find to query on-hand
availability.

Click Availability button to check on hand availability

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Material Transactions Query

Navigations: Transactions > Material Transactions
Enter various search criteria or/and press Find button

Transaction Details. Press Distributions button to view accounts

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Expense Items/Service Items/Asset Items Goods Receipt(GRN)

against Purchase Order
Navigation: Transactions > Receiving > Receipts
Enter Purchase Order (PO) number and click find Button.

Header with supplier name

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Close the header or hide to see PO line details

Check all lines or click Express button to check all lines at a time.

Enter Location if it is not defaulted from PO. Subinventory is not necessary because these
items are non stockable items, check other details and save.

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Click Header Button to Check Receipt number

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Goods Receipt in Purchase UoM and Stock in Base UoM

Navigation: Transactions > Receiving > Receipts
Enter Purchase Order (PO) number and click find Button.

UoM is Purchase UoM that is mentioned in Po. Check line/lines details and save. Check
on-hand quantity, it will be stored in base UoM

On-Hand Availability
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Enter subinventory, Item and click find button

Items are stored in Base UoM

Goods Receipt for Free Goods

Navigation: Transactions > Receiving
Enter PO Number and click find
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Check line and save

Viewing Receiving Transactions for valuation of Free Goods

Navigation: Transactions > Receiving > View Receiving Transactions
Enter PO number and click Find button
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Click Transactions Button

Navigation: Tools > View Accounting

Select line and click View Accounting

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Items cost will be displayed as zero

Goods Return To Vendor

Navigation: Transactions > Receiving > Returns
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Enter PO Number and click Find Button

Check lines/items which should be return to supplier, enter quantity, select Supplier in
Return To field and save transaction

Corrections
You can also make corrections to quantities that you return to a supplier. For example, you
receive 100 items, and you use a Return To Supplier transaction to return 10 items to the
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supplier because they were damaged. Then you realize that only 9 items were damaged.
This means that, in the Corrections window, you must enter a correction of -1 for the
Return to Supplier transaction. Corrections can be negative or positive.
Navigations: Transactions > Receiving > Corrections

Enter correction quantity against Return to Suppler transaction and save

Perform Goods Receipt (GRN) for this quantity to increase onhand quantity.

Issue Transactions
Navigation: Transactions > Miscellaneous Transactions
Select Issue Transaction type and charge account

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Enter item code, subinventory, quantity, reason and reference and save.

Issue Reversal Transactions

Navigation: Transactions > Miscellaneous Transactions
Select Transaction type as Issue Reversal and charge account
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Enter item code, subinventory, quantity, reason and reference and save.

Subinventory Transfers
Navigation: Transactions > Subinventory Transactions
Select Transaction type as Subinventory Transfer and click Transaction Lines button
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Enter item code, source, destination subinventory, quantity and reason code and save.

Inter-Organization Transfers
Navigation: Transactions > Inter Organization Transfers
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Select Organization to where items will be Transferred in To Org field, click Transaction
Lines (system will generate Shipment Number automatically)

Enter items, sub-inventory, Destination subinventory, Quantity and Reason (optional) and
save transaction

Goods Receipts for Int-Org Transfer

Navigation: Transactions > Receiving >Receipts
Enter Shipment Number and click Find
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Check Express Button to check all line and save transaction

Click Header to check Receipt Number, Supplier and supply date

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On-Hand Availability
Navigation: On-hand Availability > On-hand Quantity
Enter subinventory or item to query on-hand availability or receipt quantity.

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Inter Company Transfers

Raising Internal Requisitions through IProcurement(Web base)
Navigation: iprocurementhome Page
Enter Item number and click GO

Enter the quantity and click here to select a source

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Select Supplier and click Add to Cart

Click view Cart and Checkout

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Click Checkout

Uncheck Project PR, enter delivery-to-location and subinventory and press submit button

Internal requisitions will be created and send to approvals

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Creating Internal requisition Though Form

Create Internal Requisition in requesting organization with Source as source inventory
organization (Parkway central stores) save order and press approve button for approval.
Navigation: Requisitions > Requisitions

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Importing Sales Order at Source Company.

Switch Responsibility to Source Order Management super user responsibility (Ex; PHSPL
ORDER MANAGEMENT SUPER USER)
Navigation: Orders, Returns > Import Orders > Order Import request
Enter Order Source as Inter and select Internal Requisition number in Order Reference and
accept all default controls and submit the request.

Viewing Output of the request

Navigation: View > Requests >Find
Check output generated by child request (Order Import Child Req1 (Order Import))

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It should display the number of Orders found

Converting Internal Order into Internal sales Order

Navigation: Orders, Returns >Order Organizer
Enter Order Source as Internal and Order Source Reference as Internal Requisition
Number and click find button and then Open button to open sales order.

Click Book Order to Book sales order

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Release Sales Orders

Navigations: Shipping > Release Sales Orders >Release Sales Order
Enter PHSPL RELEASE RULE as Based on Rule and enter sales order number and click
Concurrent button.

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Transacting Sales Order

Navigations: Shipping > Transactions
Enter sales order number and click find. If Line status is not Staged/Pick Confirmed then
go to Tools > Pick Release Form and release sales order once again.

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Click Delivery tab and then Click SHIP Confirm button to confirm shipping and then click
ok.

Navigations: Orders, Returns > Order Organizer

Click Line button and status should be displayed as closed

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Switch Responsibility to PLS Inventory user to receive Goods

Navigation: Transactions > Receiving >Receipts
Enter Requisition Number and click find

Check Line details and save GRN

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MIN-MAX Planning-MRP
Navigation: Planning > Min-Max Planning
Select Organization (to run MRP for organization) or subinventory (to run MRP for
subinventory), category, items and other parameters.

Check Other parameters and press OK and then submit request or schedule it.

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Min-Max Planning Report

Navigation: Requests
Once request is completed click View Out-Put to check header details and re-order
quantity generated by min-max planning.

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Physical Inventory
Navigation: Counting >Physical Inventory > Physical Inventories
Enter count name, description, approvals requirements, select count subinventories and
save count name and click Snapshot to take snapshot of on-hand quantities.

Generating Tags
Navigation: Counting > Physical Inventory > Tag Generation
Enter Count Name, tag type is default (use bank for generating blank tags) and enters
Starting tag number and click generate button to generate Tags.

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Tag Counts
Navigation: Counting > Physical Inventory > Tag Counts
Enter Count against each tag and save

Approve Adjustments
Navigation: Counting > Physical Inventory >Approve Adjustments
Check adjustments and save adjustments

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Posting Adjustments
Navigation: Counting >Physical Inventory > Physical Inventories
Query Physical Inventory and enter Account for posting adjustments

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