Oracle Inventory & Purchasing

Transcription

Version – 1
By
Sikandar Hayat Awan
Pakistan
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Oracle Applications R12 – Inventory & Purchasing
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Last updated:
September - 2007
All Rights Reserved 2007
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Preface
Anyone who is interested to learn, teach Oracle Inventory & Purchasing can use this document
for his/her as a basic reference document. Although the document will cover most of the
required but 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
03-Sep-07
Version
1
Description
Users and Key Flexfields Setup.
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Contents
CONTENTS ............................................................................................................................................... 4
INVENTORY SETUP ................................................................................................................................. 5
1 - INVENTORY SETUP CHECK LIST ....................................................................................................... 6
2 - RESPONSIBILITY & USER ................................................................................................................. 8
1.
2.
3.
4.
DEFINE INVENTORY RESPONSIBILITY ............................................................................................................ 8
RESPONSIBILITY ASSIGNMENT TO USER ........................................................................................................ 9
DEFINE PURCHASING RESPONSIBILITY ........................................................................................................ 11
RESPONSIBILITY ASSIGNMENT TO USER ...................................................................................................... 12
3 - KEY FLEXFIELDS DEFINITIONS ...................................................................................................... 16
1.
2.
3.
4.
5.
6.
SYSTEM ITEMS FLEXFIELD ....................................................................................................................... 16
ITEM CATEGORIES FLEXFIELD ................................................................................................................... 19
ITEM CATALOG GROUP FLEXFIELD ............................................................................................................. 27
STOCK LOCATORS FLEXFIELD ................................................................................................................... 30
ACCOUNT ALIASES FLEXFIELD ................................................................................................................... 33
SALES ORDERS FLEXFIELD ....................................................................................................................... 35
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Inventory
Setup
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1 - Inventory Setup Check
List
#
1
2
3
Step
Define Items Flexfield
Define Item Categories Flexfield
Define Item Catalog Group Flexfield
Required
Common Applications
Common Applications
Common Applications
Required
Required
Required
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Define Stock Locators Flexfield
Define Account Aliases Flexfield
Define Sales Orders Flexfield
Define Locations
Define Employees
Define Organization Calendar
Define Organizations
Define Organization Parameters
Change Organizations
Define Intercompany Relations
Define Receiving Options
Define Picking Rules
Define ATP Rules
Define Planners
Common Applications
Common Applications
Common Distribution
Common Distribution
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Distribution
Common Distribution
Common Applications
Common Applications
Oracle Inventory
Required
Required
Required
Optional
Optional
Optional
Required
Optional
Required
Required
Optional
Optional
Optional
Optional
18
19
20
21
22
23
24
25
26
27
Define
Define
Define
Define
Define
Define
Define
Define
Define
Define
Common Applications
Common Applications
Common Applications
Common Applications
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Common Applications
Required
Optional
Optional
Required
Optional
Required
Required
Required
Required
Required
Unit of Measure Classes
Unit of Measure
Unit of Measure Conversions
Subinventories
Stock Locators
Item Attribute Controls
Categories
Category Set
Default Category Sets
Statuses
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29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
Define Item Catalog
Define Item Types
Define Item Templates
Define Items
Define Cross- Reference Types
Define Item Delete Constraints
Define Cost Types
Define Cost Activities
Define Material Sub- Elements
Define Material Overheads
Define Default Material Overhead
Define Freight Carriers
Define Organization Shipping Network
Define Shipping Methods
Define Movement Statistics Parameters
Define Economic Zones
Define Account Aliases
Define Transaction Source Types
Define Transaction Types
Define Transaction Reasons
Define Purchasing Options
Define Accounting Periods
Request Interface Managers
Set Profile Options
Define Container Types
Define Commodity Codes
Define Customer Items
Define Customer Item Cross References
Define Notification List
Define Shortage Parameters
Define Kanban Pull
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Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Oracle Inventory
Common Distribution
Common Distribution
Common Distribution
Common Distribution
Oracle Inventory
Oracle Inventory
Oracle Inventory
Optional
Optional
Optional
Optional
Optional
Optional
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Optional
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
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2 - Responsibility & 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
Inventory
Security Group
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
Purchasing
Responsibility Key
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.
4.4.
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After searching the XX USER we will attach the Responsibility XX Purchasing created
above with this user.
Field
Value
Responsibility
XX Purchasing
Application
Purchasing
Security Group
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 - Key Flexfields
Definitions
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.
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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.
Define following segments.
Number
Name
10
Major Category
20
Brand/Make
Window
Prompt
Major
Category
Brand/Make
Column
Value Set
SEGMENT1
XX Major
Category VS
XX Brand VS
SEGMENT2
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2.6.
After selecting Column field value click on Value Set (B).
2.7.
2.8.
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 2nd 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
NONE
COMPAQ
DELL
INTEL
Description
None
Compaq
Dell
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
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3.2.
Select Item Catalogs and click on OK (B).
3.3.
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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
Stock
Locator
Rack
Stock Locator Bin
PJM_PROJECT
PJM_TASK
List Type
List of Values
List of
Values
List of Values
List of Values
List of Values
Security
Type
No Security
No Security
No Security
No Security
No Security
Format
Type
Char
Number Numbers
Only (0-9)
Char
Char
Maximum
Size
4
7
20
25
25
None
Table
Table
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
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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.
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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Note: Except Item Categories Flexfield all other Inventory Key Flexfields can be define only
one at site/system level.
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Oracle Inventory & Purchasing

Transcription

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