Inventory

Sno 1 Table Of Contents Hierarchy Organization Levels 1.1 Creation of Master Organization 1.2 Creation of Child Organization 2 Item Creation 2.1 2.2 2.3 2.4 3 Creating Template 3.1 Creating template using existing Template 3.2 Creating template Manually 4 Inventory Controls Master Level Organization Level 5 Types of Inventory Controls 5.1 Serial Control 5.2 Lot Control 5.2.1 Lot control with user defined lot expiration 5.2.2 Lot control with shelf life day control 5.3 Locator Control 5.3.1 Prespecified Locator Control 5.3.2 Dynamic Entry Locator Control 5.4 Revision Control 6 7 8 Creating Sub Inventory On-Hand, Availability Inventory Transaction Flow 8.1 8.2 8.3 8.4 9 Bill Of Materials (BOM) 9.1 Creating items 9.2 Assigning Cost to Items 10 Creating Bill of Material (BOM) 10.1 10.2 10.3 10.4 10.5 10.6 11 Routings 11.1 11.2 11.3 11.4 11.5 11.6 11.7 Techiniacal part of inventory Bill Of Materials (BOM) Routing Resources Departments Department Class Routing Standard Cost Update Alternate Routing Copy Routing 52 53 54 55 58 60 62 63 66 67 Intended Bill Cost Roll-up Standard Cost roll-up Alternate Bill Common Bill Copy Bill from one organization to another 40 41 42 44 45 46 48 50 51 Sub-Inventory Transfer Inter Organization Transfer Miscellaneous Transfer Move Order 12 16 18 20 23 24 26 28 30 32 34 36 38 9 10 11 Item Creation without Template Assigning Item to Child Organization Item Creation with Predefined Template Creating Item with an existing Item 3 4 7 8 2 2 Sub Topics Page NO.

1. HIERARCHY ORGANIZATION LEVELS:

1.1 Creation of master organization 1.2 Creation of child organization
Responsibility : Inventory Navigation : Setup->Organization->Organizations.

Click on New to create Master Organization Give the name of the organization and organization classifications

2. ITEM CREATION
2.1 Creation of item without Template
Navigation: Items->Master Items

2.2 Assignment of master item to organization level.

Tools->Organization Assignments Check Assigned check box for M1 and M2 (Save)

 Identify the item in organization level. Navigation:Items->Organization Item

Click on FIND

2.3 Item creation with predefined template

Navigation : Items->Master Items After giving the item and description click on Tab Tools->Copy From Select Template: Finished Good

Then click on Apply and Done You can see User ItemType: Finished Good in above screen shot Save the item (CTRL+S) Assign The item to Child Organization as shown above.

2.4 creation of item with an existing item:

Navigation : Items->Master Items After giving the Item and Description Tools->Copy From select Item : select an existing item

Click on Apply and done Save the item (Ctrl+s) Assign the above item to Organization as above

3. CREATING TEMPLATE
3.1 creating user defined template using existing template.
Navigation :setup->items->Templates click on new type the template name in template text field and Description about template Tools -> Copy Template. Click Apply and Done now select existing Save it(Ctrl+S).

3.2 Creating Template manually

Navigation :Setup->items->Templates Click on New

Fill the Template and Description And Select the Attributes which ever you want by enabling it. Save it(Ctrl+S).

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4. INVENTORY CONTROLS
There are Different types of Controls, which categorized into two types Master Level Inventory Controls Organization Level Controls We can see the different levels in below screen shot.

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5. TYPES OF INVENTORY CONTROL

5.1 Serial control
Create an item Invetory_item1 at Master item level ans assingn it to M1 Go to Items --> Organization Items Find Item : Inventory_item1. Below screen will be open . Select Inventory tab. In serial, select Generation : Predefined Starting Prefix : AA Starting Number: 001 and save it(Ctrl+s).

Close the window and after this we need to generate the serial numbers Go to On-Hand Availability -> Generate Serial Number. Enter your item name and quantity and press Ok and then submit . A request will be sent for the generation of serial number.

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 You can check the status of the request by clicking View -> Request-> find. Now go to Transactions -> Miscellaneous Transactions following screen appears , select Type: Miscellaneous Receipts and click the button Transaction Lines

the following screen appears, select your item , sub inventory and enter quantity, select account as Miscellaneous.

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 Click Lot/Serial button in the bottom Select the Starting serial number (search for the serial number you created ) and click Done Check for the on hand available quantity. Go to On-hand Availability -> On-hand Quantity in Item tab, enter your item name and click find. The following screen appears check the availabilty quantity and serial numbers .

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5.2 lot control

create an item inventory_item_lot and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : in ventory_item_lot. Below screen will be open . Select Inventory tab. In Lot, select Full Control and save it. Now go to Transactions -> Miscellaneous Transactions following screen appears , select Type: Miscellaneous Receipts and click the button Transaction Lines

Then the following screen appears, select your item , sub inventory and enter quantity, select account as Missellaneous

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 Click Lot/Serial button in the bottom Enter the Lot number AA(in this example) , enter the quantity and click Done and save(Ctrl+s) Check for the online available quantity. Go to On-hand Availability -> On-hand Quantity in Item tab, enter your item name and click find. The following screen appears check the available quantity and observe the Lot number.

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5.2.1 Lot control with user defined lot expiration

create an item inventory_item_lot1 and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_item_lot1. Select Inventory tab. In Lot, select Full Control and in Lot Expiration(Shelf Life) tab, select control : User define and save it(Ctrl+s). Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item , sub inventory and enter quantity, select account as Missellaneous Click Lot/Serial button in the bottom Enter the Lot number AA1(in this example) , enter expiration date, enter the quantity and click Done and save.

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Enter the Lot number AA1(in this example) , enter expiration date, enter the quantity and click Done and save. Check for the on hand available quantity. Go to On-hand Availability -> On-hand Quantity in Item tab, enter your item name and click find. The following screen appears check the available quantity and observe the Lot number and expiry date

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5.2.2 Lot control with shelf life day control

create an item inventory_item_lot2 and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_item_lot2. Select Inventory tab. In Lot, select Full Control and in Lot Expiration(Shelf Life) tab, select control : Shelf Life days Shelf Life Days : 30 and save it. Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item , sub inventory and enter quantity, select account as Missellaneous Click Lot/Serial button in the bottom Enter the Lot number AA1(in this example) , here the expiration date will auotmatically be generated which is 30 days after date, enter the quantity and click Done and save(Ctrl+s).

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 Check for the on hand available quantity. Go to On-hand Availability -> On-hand Quantity in Item tab, enter your item name and click find. The following screen appears check the available quantity and observe the Lot number and expiry date.

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5.3 locator control

5.3.1 Prespecified Locator control Change Organization to M1 Create an item inventory_item_loc and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_item_loc. Select Inventory tab. select Locator Control : Prespecified Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item , sub inventory (FGI), click on the locator the following screen appears

click on the combinations. Search for the available locators by entering % , a list of available locators will be displayed, select any one. Enter quantity and account Check for the on hand available quantity. Go to On-hand Availability -> On-hand Quantity in Item tab, enter your item name and click find. The following screen appears check the available quantity and observe the Locator 23

5.3.2 Dynamic Entry Locator

Change organization to P3 Create an item inventory_dynamic_loc and assign in to P3 at Master item level Go to Items --> Organization Items Find Item : inventory_dynamic_loc. Select Inventory tab. select Locator Control : Dynamic Entry Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item , sub inventory (FGI), click on the locator the following screen appears, here we can enter the locator manually and click ok. Enter quantity and account as inventory adjustments

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 Check for the on hand available quantity. Go to On-hand Availability -> On-hand Quantity in Item tab, enter your item name and click find. The following screen appears check the available quantity and observe the Locator

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5.4 REVISION CONTROL

Change organization to M1 Create an item inventory_sample_rev and assign in to M1 at Master item level Go to Items --> Organization Items Find Item : inventory_sample_rev. Select Inventory tab. Check the Revision Control box and click the revision icon beside it , the following screen appears

give a new name to revision as A1 and effective date, save and exit Now go to Transactions -> Miscellaneous Transactions select Type: Miscellaneous Receipts and click the button Transaction Lines select your item , click the revision button and select the revision , sub inventory , enter quantity and account . Save(Ctrl+S) and exit Check for the on hand available quantity. Go to On-hand Availability -> On-hand Quantity in Item tab, enter your item name and click find. The following screen appears check the available quantity and observe the revision

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6. CREATING SUB INVENTORY

Navigation: Setup ->Organisations->Subinventories Type the Subinventory name in name field save it(Ctrl+s)

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7. ON HAND AVAILABILITY
Navigation: On-hand,Availability -> On-hand Quantity

Give the Item Name item/Revision Field.

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 click on Availability to check the availability.

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8. INVENTORY TRANSACTION FLOW

8.1 Sub-Inventory Transfer
Navigation :Transactions->Subinventory Transfer

select Type : SubInventory Transfer Click on Transaction Lines

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 Fill the details : Item,Subinv,To Subinv,UOM,Quantity and Save it(Ctrl+s). By Using On hand Availability,We can see the Received Items.

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8.2 Inter Organization Transfers

Navigation: Transactions->Inter-organization Transfer

Fill the details: Date,To Org,Type,Number(Any Unique Number). Click on Transaction Lines

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 Fill the Fields: Item,Sub inventory,To-Sub inventory,UOM,Quantity and Save it(Ctrl+s). switch to organization to which you have made the transaction( M2 in this example) By Using On hand Availability,We can see the Received Items.

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8.3 Miscellaneous Transfer

Navigation: Transactions->Miscellaneous Transaction

select Type : miscellaneous receipts Click on Transaction Lines Fill the details:Item,Sub inventory,UOM,Quantity,Account As below

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 By Using On hand Availability,We can see the Received Items.

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8.4 MOVE ORDER

Navigation : Move Orders->Move Orders

Fill the details as above Number(any unique number) and Click on Approve.

After click on the approve we can see status changed to Approved as below

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 By Using On hand Availability,We can see the Received Items.

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9. BILL OF MATERIALS
BOM:Collection of items to make one finished good 9.1 Create a item (organization V1)
Navigation: Inventory -> Items -> Master Item Items:Computer Similarly Create items CPU,Floppy,Hard Drive,Monitor,Key Board,Mouse,Cabinet,CD Drive

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9.2 Assigning Cost to Items

Assigning Cost will be at org level, change to M1 org Inventory-->Items->Orgnization Item Find Item :FLOPPY Goto Tools->Cost items->Cost

Similary define cost for CD Drive,Cabinet,Mother Board,Processor,Mouse,Key Board and Monitor

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10. Create Bill of Material Select M1 Organization

Bills of Material --> Prototypes -> Bills -> Bills Item:CPU To the item CPU assign components Floppy Drive,CD Drive,Hard Disk,Mother Board and Processor

Similarly ,for Item Computer assign components CPU,Mouse,Key Board,Monitor.

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10.1 Intended Bill

Intended bill displays the structure of a manufacturing or engineering item. Navigation: BOM-->Bills->Bills Select a item:Computer Tools-> Intended Bills

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10.2 Cost Roll-up

BOM-->Bills->Bills Item:CPU Tools->Roll up cost->Cost Type : Pending (OK)

Similarly do Roll up Cost for Computer

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10.3 Standard Cost roll up

Inventory ->Costs->Standard Cost Update->Update

Press Ok and submit it... Similarly Update Frozen cost of Computer

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To Check Frozen Cost(M1 org) Inventory-->Items->Organizations Items Item:CPU(Find) Tools->Item Costs

Similary Find the Frozen Cost for Computer

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10.4 Creating Alternate Bill

An alternate bill describes an alternate list of component items that produce an assembly. BOM-->Setup->Alternates Enter an alternate name , Description and save it

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BOM-->Bills->Bills Give, Item :Computer Alternate:ALT( the alternate name which we created above) Now,Assign components CPU and Monitor to the item Computer. Go to Material tab and give Supply type as Phantom for component CPU

Now do Cost Roll Up , Standard Cost Roll up and Update Frozen Cost with Pending Cost same as the above

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10.5 Create a Common Bill

A BOM contains information on the parent item, components, attachments, and descriptive elements. Each standard component on a bill can have multiple reference designators and substitute components. BOM-->Bills->Bills Give, Item:Computer (query it) Alt :ALT Tools->Create Commomn Bills Organization :M2 Item :Computer(Press Ok)

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Now change the organization to M2 and goto BOM-->Bills->Bills Give Item: Computer and check

10.6 Copy Bill from M1 organization to M2 organization

Change organization to M2 BOM-->Bills->Bills Item:CPU Tools->Copy Bill from Orgnization :M1 Item :CPU (Press Copy then Ok)

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11. ROUTING
11.1 Creating Resource:
Select Bill of Material responsibility Go to Routings - > Resources . The following screen appears. 1. Enter Resource name, Type and UOM

similarly you can add any no. of resources

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11.2 Assigning Resource to Department:

Go to Routings - > Departments. The following screen appears. Query for department. Click on Resources for assigning resources to Department.

Already 3 existing resources are displayed enter your resource by searching it. And enter the Units

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similarly we can assign any no. of resources to any no. of departments

11.3 Department Classes

Go to Setup - > Department Classes. Select any one class and click Departments. We can see the departments available in this class.

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11.4 Creating routing:

Go to Routings - > Routings. The following screen appears. Query for your item .In the Main tab, enter the Department details

add department and add resources by clicking Operation resources

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similarly add remaining departments after adding departments, click on Operation Resources and enter the resources details .Following the same for each department. Now Roll up the cost Go to Bills - > Bills. select your item and go to tools:Roll up costs Select your item and go tools - > rollup costs

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select cost type as Pending and then click on OK check whether your item Pending cost updated or not: Tools - > Item costs

here we can see the Pending cost and frozen cost.

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11.5 Standard Cost Update

Go Back to Inventory Responsibility: Costs - > Standard Cost Update - > Update Costs select cost type : Pending. Give Description Item Range : Specific Item Update Option: Item costs only and Click on OK and Submit

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Now run the standard Update cost program . Cost - > standard Cost Update - > Update Cost. Query your item and see that the frozen cost and pending cost are updated as follows

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11.6 Create Alternate Routing

Go to Bill Of Material Responsibility Setup - > Alternates Give Your Alternate Name and Description and save it

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Go back to Routings and Give Your item name and Alternative name ,then add your departments:

Here we will add only one department or you can add many department to make it different from the original routing. Then Roll up Costs and go to inventory responsibility and Run Standard Cost Update Program as said above for Updating Your Frozen Cost to Pending Cost.

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11.7 Copy Routing

Change organization to M2 Bill Of Material (Responsibility) Go to Routing - > Routing. Enter the item name for which you want to copy the routine Go to Tools - > copy routing from. The following screen appears. Select Organization: M1 Item : item name for which you have already created routing select copy option: current . Click Copy

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TECHNICAL PART OF INVENTORY

MTL_SYSTEM_ITEMS_B : Base Table for inventory stores.,It stores all details related to an item created.Segment1 stores the item name, inventory_item_id is the primary_id column

SELECT * FROM MTL_SYSTEM_ITEMS_B; MTL_PARAMETERS : It Stores the details of organizations,organization_id is primary_id

SELECT * FROM MTL_PARAMETERS; Relation between MTL_SYSTEM_ITEMS_B & MTL_PARAMETERS SELECT mp.organization_code,msib.* FROM mtl_system_items_b msib, mtl_parameters mp WHERE 1=1 AND segment1='computer' AND msib.organization_id=mp.organization_id

MTL_MATERIAL_TRANSACTIONS:

This Table Stores the details of all the Transactions. Transaction_id is the main Column.

SELECT * FROM mtl_material_transactions mmt

MTL_MATERIAL_TRANSACTION_TYPES:

This table stores the details about all the Transaction types,Transaction_id is the main column.

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SELECT transaction_type_name,a.* FROM mtl_transaction_types a WHERE transaction_type_id=32

MTL_SERIAL_NUMBERS:

stores details of all serail numbers assigned to items, join b/w mtl_system_items_b and mtl_serial_numbers is based on inventory_item_id.

SELECT * FROM mtl_serial_numbers; Pulls the details an item, organization and all serial numbers and shows joins used SELECT mmt.transaction_id, msib.inventory_item_id, msn.serial_number, mtt.transaction_type_name, msib.segment1 "Item Name", mp.organization_code "Organization Code" FROM mtl_material_transactions mmt, mtl_system_items_b msib, mtl_parameters mp, mtl_transaction_types mtt, mtl_serial_numbers msn WHERE mmt.transaction_type_id = 32 AND mmt.inventory_item_id = msib.inventory_item_id AND mmt.organization_id = msib.organization_id AND msib.organization_id = mp.organization_id AND mmt.transaction_type_id = mtt.transaction_type_id AND mmt.transaction_id = msn.last_transaction_id AND TRUNC (mmt.creation_date) >= '16-MAY-2011' MTL_LOT_NUMBERS: This Table Stores the Lot numbers Assigned to Item SELECT * FROM mtl_lot_numbers

MTL_ONHAND_QUANTITIES: This table Stores the available on hand quantities of Items. SELECT * FROM mtl_onhand_quantities SELECT * FROM mtl_item_locations WHERE TRUNC(creation_date)>='15-MAY-2011' MFG_LOOKUPS: This table stores all data about lookup informations this shows type of locator control 64

SELECT * FROM mfg_lookups WHERE lookup_type LIKE 'MTL_LOCATION_CONTROL' MTL_SECONDARY_INVENTORIES: This Table stores the details of all sub inventories. SELECT * FROM mtl_secondary_inventories MTL_ITEM_REVISIONS: This table Stores the details of all the item revisions.

SELECT * FROM mtl_item_revisions WHERE TRUNC(creation_date)=TRUNC(SYSDATE) AND inventory_item_id=11881

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BOM TABLES:

BOM_BILL_OF_MATERIALS: This Table Stores the Information about all the Bills. SELECT * FROM bom_bill_of_materials BOM_INVENTORY_COMPONENTS: This Table Stores the data about all the components which a are used in the bills. SELECT * FROM bom_inventory_components WHERE bill_sequence_id=45255

CST_ITEM_COSTS: This Table Stores the data about all the item costs, cost_type_id and inventory_id are main Columns. SELECT * FROM cst_Item_costs WHERE inventory_item_id=11882 AND organization_id=207

CST_COST_TYPES: This Table Stores the Data about different Cost Types. SELECT * FROM cst_cost_types

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ROUTING TABLES

BOM_OPERATIONAL_ROUTINGS: This Table stores the details of routing for an assembly item,assembly_item_id is same as inventory_item_id , routing_sequence_id is a primary column. SELECT * FROM bom_operational_routings

BOM_OPERATION_SEQUENCES: This Table store the details of routing sequences. routing_sequence_id is used to join with bom_operational_routings. SELECT * FROM bom_operation_sequences

BOM_OPERATION_RESOURCES: This Table store the details of operation resources for a routing operation_sequence_id is used to join bom_operation_sequences. SELECT * FROM bom_operation_resources BOM_DEPARTMENTS: This Table stores the details of bom departments SELECT * FROM bom_departments BOM_RESOURCES: This Table Stores the details of resources SELECT * FROM bom_resources BOM_DEPARTMENT_CLASSES: This Table Stores details of department_classes 67

SELECT * FROM bom_department_classes BOM_STANDARD_OPERATIONS: This Table Stores details of standard bom operations SELECT * FROM bom_standard_operations

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