220903985 Oracle Applications Inventory Purchasing R12 v1 PDF

Version – 1 By

Sikandar Hayat Awan Pakistan

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Oracle Applications R12 – Inventory & Purchasing

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SEND US YOUR COMMENTS The document is written by using Oracle Release 12 Vision Instance on Linux Red Hat AS. Please also suggest if you think any major feature is missing and you think that should also be part of this document. You can post your feedback directly on the th e web site www.erpstuff.com www.erpstuff.com or or email to [email protected] [email protected].. If both options are not working due to any reason then please email directly to [email protected].. [email protected] Your comments and feedback will be really appreciated. appreciated. Thanks

Last updated:

September - 2007

All Rights Reserved 2007

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SEND US YOUR COMMENTS The document is written by using Oracle Release 12 Vision Instance on Linux Red Hat AS. Please also suggest if you think any major feature is missing and you think that should also be part of this document. You can post your feedback directly on the th e web site www.erpstuff.com www.erpstuff.com or or email to [email protected] [email protected].. If both options are not working due to any reason then please email directly to [email protected].. [email protected] Your comments and feedback will be really appreciated. appreciated. Thanks

Last updated:

September - 2007


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Pref ace Anyone who is interested to learn, teach Oracle Inventory & Purchasing can ca n use this document docum ent for his/her as a basic reference document. Although the document will cover most of the required but this this is not the whole Oracle HRMS. So please consider it as a basic or reference document. I will also recommend reading the Oracle Documentation provided by Oracle of each module. Pre Requisites o

Oracle Applications R12 instance access

References:

Document Change Log

Date

Version

Description

03-Sep-07

1

Users and Key Flexfields Setup.


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Contents CONTENTS ............................................................................................................................................... 4 IN V ENTOR Y SETUP ................................................................................................................................. 5 1 - I IN V ENTOR Y SETUP C CHECK LIST ....................................................................................................... 6 2 - R R ESPONSIBILIT Y & USER................................................................................................................. 8 R 1. 2. 3. 4.

DEFINE INVENTORY R ESPONSIBILITY ............................................................................................................ 8 R ESPONSIBILITY A SSIGNMENT TO USER ........................................................................................................ 9 DEFINE PURCHASING R ESPONSIBILITY ........................................................................................................ 11 R ESPONSIBILITY A SSIGNMENT TO USER ...................................................................................................... 12

3 - K K E Y FLE X FIELDS D DEFINITIONS ...................................................................................................... 16 1. 2. 3. 4. 5. 6.

S YSTEM ITEMS FLEXFIELD ....................................................................................................................... 16 ITEM C ATEGORIES FLEXFIELD ................................................................................................................... 19 ITEM C ATALOG GROUP FLEXFIELD ............................................................................................................. 27 STOCK LOCATORS FLEXFIELD ................................................................................................................... 30 A CCOUNT A LIASES FLEXFIELD................................................................................................................... 33 S ALES ORDERS FLEXFIELD ....................................................................................................................... 35


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Inventor y Setup


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1 -- I Inventor y S Setup C Check List #

Step

Required

1

Define Items Flexfield

Common Applications

Required

2

Define Item Categories Flexfield

Common Applications

Required

3

Define Item Catalog Group Flexfield

Common Applications

Required

4

Define Stock Locators Flexfield

Common Applications

Required

5

Define Account Aliases Flexfield

Common Applications

Required

6

Define Sales Orders Flexfield

Common Distribution

Required

7

Define Locations

Common Distribution

Optional

8

Define Employees

Common Applications

Optional

9

Define Organization Calendar

Common Applications

Optional

10

Define Organizations

Common Applications

Required

11

Define Organization Parameters

Common Applications

Optional

12

Change Organizations

Common Applications

Required

13

Define Intercompany Relations

Common Distribution

Required

14

Define Receiving Options

Common Distribution

Optional

15

Define Picking Rules

Common Applications

Optional

16

Define ATP Rules

Common Applications

Optional

17

Define Planners

Oracle Inventory

Optional

18

Define Unit of Measure Classes

Common Applications

Required

19

Define Unit of Measure

Common Applications

Optional

20

Define Unit of Measure Conversions

Common Applications

Optional

21

Define Subinventories

Common Applications

Required

22

Define Stock Locators

Oracle Inventory

Optional

23

Define Item Attribute Controls

Oracle Inventory

Required

24

Define Categories

Oracle Inventory

Required

25

Define Category Set

Oracle Inventory

Required

26

Define Default Category Sets

Oracle Inventory

Required

27

Define Statuses

Common Applications

Required


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28

Define Item Catalog

Oracle Inventory

Optional

29

Define Item Types

Oracle Inventory

Optional

30

Define Item Templates

Oracle Inventory

Optional

31

Define Items

Oracle Inventory

Optional

32

Define Cross- Reference Types

Oracle Inventory

Optional

33

Define Item Delete Constraints

Common Applications

Optional

34

Define Cost Types

Common Applications

Required

35

Define Cost Activities

Common Applications

Optional

36

Define Material Sub- Elements

Common Applications

Optional

37

Define Material Overheads

Common Applications

Optional

38

Define Default Material Overhead

Common Applications

Optional

39

Define Freight Carriers

Common Applications

Optional

40

Define Organization Shipping Network

Oracle Inventory

Optional

41

Define Shipping Methods

Oracle Inventory

Optional

42

Define Movement Statistics Parameters

Oracle Inventory

Optional

43

Define Economic Zones

Oracle Inventory

Optional

44

Define Account Aliases

Oracle Inventory

Optional

45

Define Transaction Source Types

Common Applications

Optional

46

Define Transaction Types

Common Applications

Optional

47

Define Transaction Reasons

Common Applications

Optional

48

Define Purchasing Options

Common Applications

Optional

49

Define Accounting Periods

Common Applications

Required

50

Request Interface Managers

Common Applications

Optional

51

Set Profile Options

Oracle Inventory

Required

52

Define Container Types

Common Distribution

Optional

53

Define Commodity Codes

Common Distribution

Optional

54

Define Customer Items

Common Distribution

Optional

55

Define Customer Item Cross References

Common Distribution

Optional

56

Define Notification List

Oracle Inventory

Optional

57

Define Shortage Parameters

Oracle Inventory

Optional

58

Define Kanban Pull

Oracle Inventory

Optional


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2 -- R R esponsibilit y & & User 1. Define Inventory Responsibility 1.1.

To define Inventory responsibility open the Responsibilities screen, Sys Admin: Security > Responsibility > Define

1.2.

Enter the following information on the screen, Field

Value

Responsibility Name

XX Inventory

Application

Inventory

Responsibility Key

XX_INVENTORY

Description

XX Inventory Super User for demo.

Effective Date From Data Group Name

Standard

Data Group Application

Inventory

Menu

INV_NAVIGATE

Request Group Name

All Inclusive GUI

Request Group Application

Inventory


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1.3.

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Save the data.

2. Responsibility Assignment to User 2.1.

2.2.

The next step is to assign the above defined responsibility to a user who will have access to Inventory. Here instead of creating a new user we will assign the responsibility to our earlier created user at the time of GL configuration that is XX USER. Open the Users form, Sys Admin: Security > User > Define

2.3.

After searching the XX USER we will attach the Responsibility XX Inventory created above to this user. Field

Value

Responsibility

XX Inventory

Application Security Group


Inventory Standard

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2.4. 2.5.

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Save the data. Switch the responsibility to XX Inventory responsibility and you will get the following menu.


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3. Define Purchasing Responsibility 1.1.

To define Purchasing responsibility open the Responsibilities screen, Sys Admin: Security > Responsibility > Define

1.2.

Enter the following information on the screen, Field

Value

Responsibility Name

XX Purchasing

Application Responsibility Key


Purchasing XX_PURCHASING

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Description

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XX Purchasing Super User for demo.

Effective Date From

1.3.

Data Group Name

Standard

Data Group Application

Purchasing

Menu

Purchasing SuperUser GUI

Request Group Name

All Reports

Request Group Application

Purchasing

Save the data.

4. Responsibility Assignment to User 4.1.

4.2.

The next step is to assign the above defined responsibility to a user who will have access to Purchasing. Here instead of creating a new user we will assign the responsibility to our earlier created user at the time of GL configuration that is XX USER. Open the Users form, Sys Admin: Security > User > Define


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4.3.

After searching the XX USER we will attach the Responsibility XX Purchasing created above with this user. Field

Value

Responsibility

XX Purchasing

Application Security Group

4.4.

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Purchasing Standard

Save the data.


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4.5.

Switch the responsibility to XX Purchasing responsibility.

4.6.

The following Purchasing Navigator will appear.


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3 -- K K e y F Fle xf ields Def initions Points to Consider Before creating Key Flexfields consider the following points, o o o o o o o

Plan the Structure Plan number of segments of each Key Flexfield Segment Size Segment Values Validations Naming Conventions Future Changes Considerations

1. System Items Flexfield Oracle allows only on System Items Flexfield at a single site. So here we will use the System Items already configured on our vision instance. If we will change this Flexfield the then the vision configuration will be invalid. So to keep vision setup intact we will use the same segments created in vision instance as default by Oracle. 1.1.

Open the Key Flexfield Segments form, Sys Admin: Application > Flexfield > Key > Segments

1.2. 1.3.

Click on search button (M). Enter Inventory as search criteria and select System Items from the LOV.


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1.4.

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Click on OK (B).


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1.5. 1.6.

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Unlike other Key Flexfield you can’t create multiple System Item Flexfields on one instance. So all the companies configured on an instance will use same Flexfield. Click on Segments (B).

1.7. Click on Open (B). Note: This is single segment configuration while you can have more segments as per requirements and item code structure.


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1.8.

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Click on Value Set on this screen or on the segments screen.

2. Item Categories Flexfield 2.1.

Open the Key Flexfield Segments form,


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Sys Admin: Application > Flexfield > Key > Segments

2.2.

Click on OK (B).


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2.3. 2.4. 2.5.

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Create a new record and enter your Item Category flexfield Code, Title and Description. Click on Segments (B). Define following segments. Number

Name

Window Prompt

Column

Value Set

10

Major Category

Major Category

SEGMENT1

XX Major Category VS

20

Brand/Make

Brand/Make

SEGMENT2

XX Brand VS


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2.6.

2.7. 2.8.

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After selecting Column field value click on Value Set (B).

Provide the required information and save the data. Close this Value Sets screen.


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2.9. Select the Value Set just created and click in the 2 nd line to create another record. 2.10. Following warning will appear. To resolve this issue click on OK (B).

2.11. Select Major Category segment line and click Open (B).


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2.12. I have just changed value of List of Values in the Prompts from Major Category to MC. 2.13. Close this screen and now move to next record.

2.14. Select SEGMENT2 in the Column field and click on Value Set (B).


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2.15. Enter required information and select Dependent as Validation Type. 2.16. Click on Edit Information (B).

2.17. Select XX Major Category VS in the Name field and NONE in the Dependent Default Value fields. 2.18. Close this Dependent Value Set Information screen. 2.19. Save the data and close the Value Sets screen.


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2.20. Select XX Bran/Make VS in the Value Set field from LOV. 2.21. Save the data and close Segments Summary screen.

2.22. Freeze Flexfield Definition by enabling check box. 2.23. Click on OK (B).


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2.24. Save the data and compilation of flexfield will start.

2.25. Click on OK (B). Value

Description

NONE

None

COMPAQ

Compaq

DELL

Dell

INTEL

Intel

3. Item Catalog Group Flexfield Even if you do not use item catalog, you must enable at least one segment and compile this flexfield before you can define items. 3.1.

Open the Key Flexfield Segments form Sys Admin: Application > Flexfield > Key > Segments


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3.2.

Select Item Catalogs and click on OK (B).

3.3.

Click on Segments (B).


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3.4.

Click on Value Set (B) to view Vision Catalog Value Set.

3.5.

Close these two screens and on main screen Freeze Flexfield if not already froze.


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3.6.

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Close the Key Flexfield Segments window.

4. Stock Locators Flexfield 4.1.



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4.2.

Click on OK (B).

4.3.



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Number

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Name

Window Prompt

Column

Value Set

1

Row

Row

SEGMENT1

4 Characters

2

Rack

Rack

SEGMENT2

Stock Locator Rack

3

Bin

Bin

SEGMENT3

Stock Locator Bin

19

Project

Project

SEGMENT19

PJM_PROJECT

20

Task

Task

SEGMENT20

PJM_TASK

Value Sets Name

4 Characters

List Type

List of Values

Security Type

No Security

Format Type Maximum Size

Stock Locator Rack

Stock Locator Bin

PJM_PROJECT

PJM_TASK

List of Values

List of Values

List of Values

No Security

No Security

No Security

No Security

Char

Number Numbers Only (0-9)

Char

Char

4

7

20

25

25

None

Table

Table

List of Values

Min Value

1

Max Value

9999999

Validation Type

None


None

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4.4.

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Define segments, value sets and freeze Stock Locators flexfields..

5. Account Aliases Flexfield Even if you do not use account aliases, you must still compile the Account Aliases Flexfield because all Oracle Inventory transaction inquiries and reports require a frozen flexfield definition. However, you do not need to configure the flexfield in a specific way. 5.1.


5.2.

Click on OK (B).


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5.3.


5.4.

Click on Value Set (B).


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5.5.

Close these two screens and Freeze the flexfield if not already froze.

5.6.

Close the form.

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6. Sales Orders Flexfield All Rights Reserved 2007

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Even if you do not ship items against sales orders, you must still compile the Sales Orders Flexfield because all Oracle Inventory transaction inquiries and reports require a frozen flexfield definition. However, you do not need to configure the flexfield in a specific way. 6.1.

Open the Key Flexfield Segments form, Sys Admin: Application > Flexfield > Key > Segments

6.2.

Click on OK (B).


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6.3.


6.4. 6.5. 6.6.

Close the Segments Summary. Enable Allow Dynamic Inserts, Freeze Rollup Group and Freeze Flexfield Definition. Close the form.


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220903985 Oracle Applications Inventory Purchasing R12 v1 PDF

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