Item Attributes Listed by Group Name Main o o o o y o o o o o o o o o o o o o o o o o o o Inventory Item Stockable Transactable Revision Control Reservable Lot Expiration

(Shelf Life) Control Shelf Life Days Lot Control Starting Lot Prefix Starting Lot Number Cycle Count Enabled Negative Measurement Error Positive Measurement Error Serial Generation Starting Serial Prefix Starting Serial Number Locator Primary Unit of Measure User Item Type Item Status Conversions

Bills of Material o o o o Costing o o o o o Purchasing o o o o o o o o Purchased Purchasable Use Approved Supplier Allow Description Update RFQ Required Outside Processing Item Outside Processing Unit Type Taxable Costing Enabled Inventory Asset Value Include in Rollup Cost of Goods Sold Account Standard Lot Size BOM Allowed BOM Item Type Base Model Engineering Item (Oracle Engineering only)

o o o o o o o o o o o o o o o g

Receipt Required (Three-Way Invoice Matching) Inspection Required (Four-Way Invoice Matching) Default Buyer Unit of Issue Receipt Close Tolerance Invoice Close Tolerance UN Number Hazard Class List Price Market Price Price Tolerance Rounding Factor Encumbrance Account Expense Account

Receipt Date Action Receipt Days Early Receipt Days Late Overreceipt Quantity Control Action Overreceipt Quantity Control Tolerance Allow Substitute Receipts Allow Unordered Receipts Allow Express Transactions Receipt Physical Attributes o o o o o o o o o o o o o o o o o o o o Weight Unit of Measure Unit Weight Volume Unit of Measure Unit Volume Container Vehicle Container Type Internal Volume Maximum Load Weight Minimum Fill Percentage

General Planning o Inventory Method o Planning

Planner o Make or Buy o Min-Max Minimum Quantity o Min-Max Maximum Quantity o Minimum Order Quantity o Maximum Order Quantity o Order Cost

o Carrying Cost Percent o Source Type (Replenishment) o Source Organization o Source Subinventory o Safety Stock Method

o o o o o

Safety Stock Bucket Days Safety Stock Percent Fixed Order Quantity Fixed Days Supply Fixed Lot Multiplier

MPS/MRP Planning o Planning Method o Forecast Control o Exception Set o Pegging o Shrinkage Rate o Round Order Quantities o Acceptable Early Days o Repetitive Planning o Overrun Percentage o Acceptable Rate Increase o Acceptable Rate Decrease o Calculate ATP o Reduce MPS o Planning Time Fence o Planning Time Fence Days o Demand Time Fence o Demand Time Fence Days o Release Time Fence o Release Time Fence Days Lead Times o o o o o o o o Preprocessing Processing Postprocessing Fixed Variable Cumulative Manufacturing Cumulative Total Lead Time Lot Size

Work in Process o o o o Order Entry o o o o o o o o o Customer Ordered Customer Orders Enabled Shippable Internal Ordered Internal Orders Enabled OE Transactable Pick Components Assemble to Order ATP Components Build in WIP Supply Type Supply Subinventory Supply Locator

o o o o o o o o g o o o o o o o Service o o o o o o o

Ship Model Complete Check ATP ATP Rule Picking Rule Collateral Item Default Shipping Organization Returnable RMA Inspection Required

Invoiceable Item Invoice Enabled Accounting Rule Invoicing Rule Tax Code Sales Account Payment Terms

ATO Option Class

Attributes ATO Model Support Service Warranty Coverage Service Duration Billing Type Serviceable Product Service

ATO Item Finished Good Kit Item Templates

Templates are defined sets of attributes that you can use over and over to create many similar items. Templates make initial item definition easier. Oracle recommends that you use templates--either those Oracle provides or those you define--when you define your items. Templates Shipped by Oracle The following three tables describe the templates provided by Oracle. Each table shows a different set of templates. Templates Table #1: o o o o o ATO Model ATO Option Class ATO Item Finished Good Kit

Assemble to Order Yes Yes Yes No No BOM Item Type Model Option Class

Standard Standard Customer Ordered Item Customer Orders Enabled Forecast Control Include in Rollup Inventory Asset Value Inventory Item Invoiceable Item Invoice Enabled MRP Planning Method Make or Buy OE Transactable Outside Processing Item Pick Components Purchased Purchasable Reservation Control Rounding Control Ship Model Complete Shippable Stockable Transactable User Item Type WIP Supply Type ATO model Assembly pull Yes No No No No Yes Yes Consume and Derive Yes Yes Yes Yes Yes MPS Planning Make Yes Yes Yes MRP Planning Make Yes Yes Yes Yes Consume and Yes Derive Yes Yes Yes Yes Yes Consume and Derive Yes Yes Build in WIP Yes Yes Yes MRP Planning Consume and Derive Yes Yes Yes Yes Yes MPS Planning Make Yes Consume and Derive Yes Yes Yes Yes Yes Not Planned Make Yes Yes BOM Allowed Yes Yes Yes Yes Yes Yes

Make Costing Enabled Yes Yes Yes Yes Yes Reservable Round order quantities Yes Yes Yes No No Yes

No No

Yes No

Reservable Round order quantities Yes Yes Yes FG Push K Assembly pull

ATO Option ATO Item Outside Processing Class Item Phantom Push

Table 1 - 5. Item Templates, Table #1 (Page 2 of 2) Templates Table #2: o o o o o Outside Processing Item PTO Model PTO Option Class Phantom Item Planning Item Phantom Item Planning Item Attributes PTO Model PTO Option Class

Assemble to Order BOM Item Type BOM Allowed Build in WIP Costing Enabled Customer Ordered Item Customer Orders Enabled Forecast Control Include in Rollup Inventory Asset Value Inventory Item Invoiceable Item Invoice Enabled

No Standard

No Model Yes

No Option Class Yes

No Standard Yes

No Planning Yes Yes

Yes No Yes Yes Consume and Derive Yes Yes No Yes Yes Yes Not Planned Make Yes Yes No Yes Yes Yes No

Yes Yes Yes Consume and Derive Yes Yes Yes

Yes No

Yes Yes Yes Yes

MRP Planning Method MRP planning Make or Buy OE Transactable Outside Processing Item Pick Components Purchased Purchasable Reservation Control Rounding Control Ship Model Complete Shippable Stockable Transactable User Item Type WIP Supply Type OP Supplier

Not Planned Make Yes

MRP planning Make Yes

Not Planned

Yes No

No No

No No

Yes

PTO Model

PTO Option Class PH Phantom Phantom

PL

Templates Table #3: o Purchased o Reference Item o Subassembly o Supply Item o Freight o Product Family

Attributes

Purchased

Reference No

Subassembly No

Supply Item No

Freight

Product No No

Assemble to Order No ATP Components BOM Item Type BOM Allowed Build in WIP Check ATP Costing Enabled Yes Standard Yes

Standard

Standard Yes Yes

Standard Yes

Product Family Yes No None

Yes Yes No No No Yes

Yes No No No No

Customer Ordered Yes Item Customer Orders Enabled Cycle Count Enabled Engineering Item Forecast Control Include in Rollup Internal Ordered Item Internal Orders Enabled Inventory Asset Value Inventory Item Invoiceable Item Invoice Enabled Make or Buy MRP Planning Method OE Transactable Outside Processing Item Pick Components Primary Unit of Measure Purchasable Purchased Release Time Fence Yes Yes No Yes Yes Yes Yes Buy MRP planning Yes Consume and Derive Yes Yes

Consume and Derive Yes No No No Yes No Yes Yes Yes Yes Make Not planned MRP planning Yes Buy Not planned Yes Yes Yes No No Make Not planned No No No No No No Each Yes No No Yes No No Do Not

Autorelease Reservation Control Rounding Control Serviceable Product Ship Model Complete Shippable Item Stockable Support Service Transactable Use Approved Supplier User Item Type Warranty WIP Supply Type Assembly pull Operation pull Bulk P REF SA SI Yes Yes Yes Yes Reservable Round order quantities Round order quantities

No

Yes Yes Yes Yes

Yes

No No No No No

Freight Product Family No

Table 1 - 7. Item Templates, Table #3 (Page 3 of 3) Templates Table 4 (Flow Finished Good Item Template) Attribute Primary Unit of Measure User Item Type Item Status Conversions Inventory Item Stockable Transactable Revision Control Reservable Lot Control Cycle Count Enabled Negative Measurement Error Positive Measurement Error Serial Number Generation Starting Serial Prefix Locator Control Restrict Subinventories Restrict Locators BOM Allowed BOM Item Type Value Each Subassembly Active Enabled Enabled Enabled No Enabled No Yes No No User Defined User Defined Dynamic Entry No No Yes Standard Control Level Master Organization Master Master Master Master Master Organization Organization Organization Master Master Organization Organization Organization Organization Organization Master Master

Both Standard and Item Specific Master

Base Model Costing Enabled Inventory Asset Value Include in Rollup Cost of Goods Sold Account Standard Lot Size Purchased Purchasable Use Approved Supplier Allow Description Update RFQ Required Outside Processing Item Outside Processing Unit Type Taxable Receipt Required (Three-Way Invoice Matching) Inspection Required (Four-Way Invoice Matching) Default Buyer Unit of Issue Receipt Close Tolerance Invoice Close Tolerance UN Number Hazard Class List Price Market Price Price Tolerance Rounding Factor Encumbrance Account Expense Account Receipt Date Action Days Early Receipt Allowed Days Late Receipt Allowed Over-Receipt Quantity Control Action Over-Receipt Quantity Tolerance Allow Substitute Receipts Allow Unordered Receipts Allow Express Transactions Receipt Routing Enforce Ship-to Container Inventory Planning Method Planner Make or Buy MRP Planning Method End Assembly Pegging

No Yes No Yes No 1 Yes Yes No Yes No No No No Yes No NA NA User Defined NA NA NA NA NA NA NA NA NA NA NA NA Warning NA Yes Yes Yes Direct Delivery Warning Yes Not Planned NA Make MRP and DRP Planning End Assembly / Soft Pegging

Master Organization Master Organization Organization Organization Master Master Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Organization Master Organization Organization Organization Organization Organization Organization Organization Master Organization Organization Organization Organization Master Organization Organization Organization Organization Organization

Calculate ATP Planning Time Fence Demand Time Fence Fixed Variable 0 Lead Time Lot Size Build in WIP WIP Supply Type Customer Ordered Customer Orders Enabled Internal Ordered Internal Orders Enabled Shippable OE Transactable Check ATP ATP Rule Returnable RMA Inspection Required Collateral Item User-defined Templates

Yes Cumulative Total Lead Time Item Total Lead Time 0 Organization Yes Yes Assembly Pull Yes Yes Yes Yes Yes Yes None Standard Yes Yes No

Organization Organization Organization Organization Organization Organization Organization Master Master Master Master Master Master Master Master Master Master Master

You can also define your own templates using the Item Templates window. Note that the window does not validate any of the template attributes. In other words, you can define a template with contradictory attributes. Only when you use a template to define an item does Inventory verify that the attributes are valid for a given item. If an attribute is not updatable for an item, the value from the template is not applied. If a combination of attributes is invalid a warning appears when you save the item. You can enable or disable the attribute value for each attribute in a template. When you use a template, it applies only the enabled attributes for that particular template. Using Templates You specify the template to use when you define or update an item. All updatable attributes you assigned to the template appear in the current item definition. You can then change the attributes as appropriate for the item you are defining. If you specify a template name for an existing item, the template overwrites existing attributes. You can apply as many templates as you want to an existing item. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (such as the Primary Unit of Measure, which is never updatable). For example, you define a new item and apply a template that has the Primary Unit of Measure = EACH and Cycle Count Enabled = YES. Then you apply a new template with Primary Unit of Measure = DOZ, Cycle Count Enabled = NO, and Carrying Cost Percent = 3. The attribute values are now: Primary Unit of Measure EACH, Cycle Count Enabled NO, and Carrying Cost Percent 3. Also, a template does not update status attributes when the values are conflicting. For example, if an item is transactable and stockable, a template cannot change Transactable to Yes if it leaves Stockable equal to No.

Organization-Specific Templates You can create templates that are specific to one organization. You can use an organization specific template only if you are in that particular organization. If the specific organization is not the Item Master organization, you may use that template only in the Organization Items window and only attributes controlled at the Organization level are updated. For organization specific templates, some attributes, such as the planner, may be tied to the organization. For this reason, you cannot change the organization specified in the template once the template has been defined. Item Relationship: Related: The items are related in a non-specific way. Substitute: One item is a substitute for another. To define the parameters for substitute item relationships, select the Planning Details button and see defining details for substitute item relationships below. Attention: The Planning Details button is enabled only for the item relationship type Substitute. Cross-Sell: This relationship indicates that one item may be sold in lieu of another item. Up-Sell: This relationship indicates that a newer version of the item exists, and can be sold in place of the older item. Service: This relationship establishes service items for a repairable item. Prerequisite: This relationship indicates that you must possess one of the items as a requirement to possessing the other item. Collateral: This relationship indicates collateral, such as marketing brochures, that you possess for an item. Superceded: This relationship indicates that one item has replaced another item that is no longer available. Complimentary: This relationship indicates if a customer purchases one item, the other item is received for free. Impact: This relationship is used to relate items to each other but only under special conditions. Conflict: This relationship indicates that these items may never be used together. Mandatory Charge: This relationship indicates a mandatory charge if the customer purchases both items. Optional Charge: This relationship indicates an optional charge if the customer purchases both items. Promotional Upgrade: This relationship enables a customer to upgrade from one item to another item or equal or higher value, without an additional charge. Split: This relationship enables you to split support for an item so you do not have to manually split support at contract renewal. To use this relationship, you must be in a planning enabled organization. Merge: This relationship enables rules based consolidation of contracts. You may use the earliest or latest target end date for consolidation. This allows you to choose how contracts are consolidated. To use this relationship, you must be in a planning enabled organization. Migration: During contact renewal you are given the option of renewing contracts based on new licenses,

or old licenses. To use this relationship, you must be in a planning enabled organization.

Repair to: You use the Repair to item relationship with field service operations that use spares management functionality. If a part has been superseded by another part, the Repair to item relationship determines the replacement part.