Oracle inventory item templates

Shipment Request Import The Shipment Request import enables you to process shipment lines and enables you load the shipment history for individual shipment lines. Import Count Sequences. Manage Inventory Balances Process. Manage Reservation Interface. Create Inventory Transactions.

Perform Shipping Transactions. Manage Receiving Transactions. See: Defining Transaction Reasons. You need to define certain default control options in the Purchasing Options window to save you time when you create your receipts.

If you use Oracle Purchasing in conjunction with Oracle Inventory, you must define your purchasing options as one of the first steps in your implementation of Oracle Purchasing. Before you can use Oracle Inventory to enter transactions, you need to open an accounting period.

Oracle Inventory allows you to have multiple periods open at any given time. See: Maintaining Accounting Periods. You must start your material transaction and material cost interface managers if you want to perform transactions in the background or concurrent processing modes, or if you use custom forms and data collection devices to enter transactions.

If you prefer to perform all your transactions on-line, then you do not need to start any interface managers. Important: The processing mode profile does not apply to the costing manager.

Profile options specify how Oracle Inventory controls access to and processes data. In general, profile options can be set at one or more of the following levels: site, application, responsibility, and user.

Oracle Inventory users use the Personal Profile Values window to set profile options only at the user level. System administrators use the System Profile Values window to set profile options at the site, application, responsibility, and user levels.

See: Oracle Inventory Profile Options. Container Types are used in defining physical attributes of items. See: Defining Container Types. Customer Item Commodity Codes are used to group customer items and can be entered during the definition of customer items.

See: Defining Commodity Codes. If you need to track the item numbers used by your customers, you must define these items as customer items in Inventory. See: Defining Customer Items. If you want to relate customer items to your own item numbers, you must define customer item cross references. If you want subinventory planners to be notified of approved move orders with material coming into or going out of their subinventories, you must define a list of individuals who will receive notification messages.

See: Setting Up Move Orders. If you plan to use shortage messages, you must define demand sources and the individuals who will receive notification messages. See: Defining Shortage Parameters. If you plan to use kanban functionality, you must define kanban pull sequences. Use the Kanban Pull Sequences window to define the source of replenishment for a kanban planned item in a kanban location.

See: Defining Kanban Pull Sequences. During implementation, you set a value for each user profile option to specify how Oracle Inventory controls access to and processes data. Generally, the system administrator sets and updates profile values. The table below indicates whether you the User can view or update the profile option and at which System Administrator levels the profile options can be updated: at the user, responsibility, application, or site levels.

The second column, User, references the user, while the next four columns, User, Resp, App, and Site, reference the System Administrator. The last two columns, Required and Default Value, reference requirements. A Required profile option requires you to provide a value.

An Optional profile option already provides a default value, so you only need to change it if you don't want to accept the default. Advanced Pricing for Inter-org Transfers. This profile option determines whether to use advanced pricing engine or customer price list for Inter-Org Transfers. The available values are Yes and No. Used to hold the application context of BOM or Engineering. The available values for this profile option are BOM and Engineering.

This profile option is updateable at all levels. Indicates the default category set for defining category account. This profile option references the Product Line Accounting function area to retrieve the category set. When you set this profile option to Yes, you can use the Advanced Pricing engine for Intercompany Invoicing. The default value is No. This profile option enables you to control whether cycle count adjustments can drive on-hand availability to negative without returning an error to the user.

When the profile is set to Yes, if the cycle count adjustments drive availability negative, then the adjustments get deferred to approval at the time of entry even though the setup may not require adjustments to be approved. The available values are:. Yes: Allows cycle count adjustments to drive the on-hand availability to negative levels depending on the setting of the Negative Balances Allowed value at the Organization Parameters level.

This profile option is used in the Oracle electronic records and electronic signatures ERES process to provide the flexibility of signing either multiple e-records of inventory or only once for all the records.

When the profile option is enabled for multiple signatures, you can sign the e-records multiple times for each selected unique SKU, there will be a corresponding e-record that needs to be signed. This profile option can be updated at the Site, Application, Responsibility, and User levels. The available value are:. Setting this profile value determines whether or not the user can change the card status for a non-replenishable kanban card status changed in the Kanban Cards Summary window.

This profile option can hold any positive whole number. INV: Capable to Promise. This profile option has a predefined value of NULL no predefined value upon installation. This site level option determines how a promise data is derived.

It can have the below values:. Indicates whether you want to commit the cycle count entries open interface records into the database. Indicates the number of workers to be processed when running the cycle count entries open interface.

Determines the number of move orders lines allocated in one commit cycle for WIP component pick move orders. Use this profile option to determine whether the consigned inventory aging feature is present. This profile option is updateable only at site level. This profile option communicates to the receiving pages of the Mobile device to use assignments for this particular cross-reference type to validate the items while performing a receipt.

This is the path and filename of the file where Oracle Inventory writes debug messages. If Oracle Inventory cannot write to this file, transactions may fail.

Determines the amount of detail printed to the Oracle Inventory debugging log file. Level 10 is the highest level of logging supported. This profile option specifies if Inventory and WMS transaction activities are logged to a debug file. You set the value to Yes to enable logging. You set the value to No to disable logging. This profile option is used in conjunction with the e-record and e-signatures ERES approval process.

When you enable this profile option, the ERES flow is started for status changes such as lot or on-hand status updates, and enables the approval status to be deferred. This profile option can be updated at the following levels: Site, Application, Responsibility, and User. This profile option is not used in any Inventory procedures. It is used to provide uniform decimal precision across Oracle applications.

A transacted item quantity is converted from the transacted unit of measure to the primary unit of measure. If this profile option is set to 1, the whole number will have less than 10 digits in the primary unit of measure, and the fractional portion of the number will have less than nine digits. Indicates the decimal precision for your unit costs.

This controls how cost information is displayed on all cost reports. All reports display fourteen digits for unit costs, and display at least 16 digits for extended values.

Inventory predefines a value of -9,, Enables you to define lot attributes as global. If a lot attribute is global, then any changes are universal and applied to all organizations where the same lot exists. Lot attributes are a group of physical characteristics of a lot-controlled material in inventory. Important: If you change the profile option settings for example, from No to Yes, or Yes to No , then you must reboot "bounce" the mobile port so that the changes are reflected immediately in the mobile device.

Note: Use the Mass Lot Attributes Sync concurrent program to synchronize the value of lot attributes across organizations.

For more information, see Mass Lot Attributes Sync. If you select None, the system uses the old ATP program. If you do not select a default value, the system assumes None.

This profile option controls how the system tracks receipt dates for on-hand records. No: The receipt date of on-hand records created from material transfers should be reset to the transfer date. This profile option is relevant if any inventory allocation rules use Receipt Date.

Inventory redefines a value of No for this profile option upon installation. This profile option can be updated at the user, responsibility, application, and site levels. Updates at the organization level are not supported. This profile option enables you to close a partially allocated and transacted replenishment move order line.

Available values are:. This profile option determines whether or not a kanban card can be considered filled if the move order created to fill it was only partially transacted. If the card requested 10 and the move order only picked 7, if you set this profile option to yes, it considers the card full. INV: Genealogy Delimiter. Allows client to pick the character that appears between the item name and lot number in the genealogy tree. Any character can be used as a delimiter.

You can change the delimiter profile at any time. The default value is "-". You use this to determine if and how the item number is displayed on the Object Genealogy form.

The following values are possible:. This profile option enables you to perform lookups of your GTIN item cross reference. Indicates the currency conversion for inter-organization transfers between organizations using different currencies. Inventory predefines a value of Corporate for this profile option for all levels upon installation. Indicates the currency conversion for intercompany invoices using different currencies.

You use this profile option to enable creation of Intercompany Invoices for Internal Orders. This profile option is used in a concurrent program to create accounts payable, and accounts receivable to decide if Internal Order transactions should be invoiced.

A Yes value enables creation of intercompany invoices. This profile option determines the order date as the sales order line pricing date for Shipping flow, and purchase order date for Procurement flow for Static Pricing and Advance Pricing.

This profile option enables you to set a default template for all items you create. There will be a radio group called Copy From, with Template and Item as the radio choices. An editable field will display the current setting. To change the current setting, you simply change this field using the appropriate LOVs. No button is necessary here.

By default, template will be selected. The default template can be set to null or a valid value. This default template will be applied to all the new items that are defined during this session. The default template will be defaulted from the value of the profile option. If the profile option has an assigned value, the Master Items form Folder tab displays an editable Category field. When you save an item, it is assigned to a category set defined in the profile options.

This profile option determines if the Organization Items window uses the same set of folders as the Master Items window.

This profile option is updateable at the user level only. The available value are. Inventory predefines a value of System Items for this profile option for all levels upon installation.

This profile option enables you to choose the default folder that appears when you launch the master items window. If you do not set this attribute at the user level, the system derives the value from the responsibility and so forth. This profile option determines whether material status is enforced. This profile option is updateable only at the site level.

If your installation never uses material status, and you set this profile option to No, then system performance improves slightly. This is the maximum number of processes that will be purged. One worker will be started for each accounting period in the date range specified for the purge. However, if there are more accounting periods, than worked allowed by this profile option, then the number of workers will be determined by the ceiling of accounting periods to purge divided by this value.

When more workers run in parallel, the purge process can be completed faster, but that also means more system resources are dedicated to purging transactions and thus are not available for other system activities. You would typically set this value to no more than 20, but may set it smaller based on your system resources. Indicates the maximum number of memory data structures that will be used to capture on-hand quantity information. This option is used for item attribute copy.

This feature allows you to select a subset of an item's attributes to be mass copied to a number of items. The form submits a concurrent request. The profile option determines the maximum number of calls to item import that is processed to fulfill the copy request. This profile option determines the status of both purchase requisitions as well as WIP jobs created through the min-max process.

The values of Approval Required or Incomplete indicate the status of requisitions created by the Min-max planning report. If the value of this profile option is:. Additional Information: The predefined value of this profile option for all levels upon installation is Approval Required. If you select Incomplete, you can optionally load requisitions as unapproved and use the document approval feature in Oracle Purchasing.

Indicates whether backflush transactions can drive the inventory negative even if the inventory organization parameter Allow Negative Balances is unchecked. Inventory predefines a value of Yes for this profile option upon installation. A value of No does not allow backflush transactions to drive on-hand inventory negative even when the inventory organization parameter Allow Negative Balances is unchecked. Determines whether transactions processed through the transactions interface can override the existing reservations.

To use this profile option, the organization must allow negative balances. When Oracle Inventory is installed, no default value is set for the profile option.

To set the profile option, select the desired value of either Yes or No. This profile option can be set at the Site, Application, Responsibility, and User levels. Determines the number of move order lines allocated during one commit cycle for replenishment move orders, and move order requisitions.

Governs the entry of expenditure types for project miscellaneous transactions. INV: Purchasing by Revision. This profile option determines the purchasing interfaces tables that are populated with revision information from Oracle Inventory. If you set the profile option to Yes, the revision information passes to the purchasing interface tables whenever you create a requisition in Inventory for revision controlled items.

If you set the profile option to No, it creates the requisition without revision control. 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 have Oracle Warehouse Management installed, and you have cartonization enabled for your organization See: Defining Warehouse Parameters, Oracle Warehouse Management User's Guide , you can create a category set for grouping contained items and their allowable containers.

An item may be assigned to many cartonization groups. A cartonization group may contain many containers and many contained items. An item is assigned to a cartonization group as either a container or a contained item.

When you install Oracle Inventory, you must assign a default category set to each of the following functional areas: Inventory, Purchasing, Order Management, Costing, Engineering, and Planning. Product Line Accounting is seeded with the Inventory category set. Inventory makes the default category set mandatory for all items defined for use by a functional area. If your item is enabled for a particular functional area you cannot delete the item's corresponding default category set assignment.

Default category sets are required so that each functional area has at least one category set that contains all items in that functional area. You can enable an item for each functional area by using that functional area's item defining attribute. An item defining attribute identifies the nature of an item. If a functional area's item defining attribute is controlled at the Organization level, then that functional area may only have an Organization level default category set.

You set the item defining attribute when you define the item. The following table presents item defining attributes:. When you enable an item for a certain functional area , Oracle Inventory automatically assigns the item to the default category set of that functional area and the default category of that set. For example, if you set Inventory Item to Yes , then Inventory automatically assigns the item to the Inventory functional area's default category set and default category.

You may change a functional area's default category set under certain conditions. You should ensure that every item within the functional area belongs to the new default category set which replaces the existing default category set.

If the item defining attribute of the functional area is controlled at the Organization level then the new default category set should also be controlled at the Organization level. Oracle Inventory also makes this category set mandatory for all items defined for use by the functional area. You should not change the Purchasing category set after you have created requisition or purchase order lines using the categories.

Note: Product Line Accounting is enabled when you assign a default category set. Note: The category set Product, is a seeded category set. It is the default category set for the Product Reporting functional area. The system automatically assigns this category to customer ordered or internal ordered items. When you enable an item in a functional area, the item is assigned to the default mandatory category set and default category of the functional area.

You can override the category set's default category. In addition, you can manually assign your item to an unlimited number of category sets. You may optionally assign an item to more than one category within a category set based on the category set definition. For more information see: Defining Category Sets. Navigate to the Category Set window. See: Defining Category Sets. The list of values contains categories with the same flexfield structure as the category set you selected in the Category Set window.

If Enforce the list of valid categories is selected the list is limited to those categories. The list of values contains categories with the same flexfield structure as the category set you selected. When you assign your item to another organization Oracle Inventory copies Master level category sets, Organization level default category sets, and the associated categories assigned in the Item Master organization.

This means that if you manually assign an Organization level category set to the item in the Master organization, Inventory does not copy over that Organization level category set when you assign that item to another organization. After assigning an item to another organization you can disable the item for one or more functional areas in the new organization.

However, Inventory does not remove the corresponding functional area's default category set. For example, you may have set the value of the Purchased attribute to "Yes" when you defined the item in the item master organization.

When you assign this item to another organization Inventory copies over the "Yes" value of the Purchased attribute and therefore assigns the default category set of the purchasing functional area.

In the new organization you may decide to set the value of the Purchased attribute to "No. You may manually delete the purchasing category set in the new organization. If you copy an item from another item with category sets defined at the Organization level, Inventory assigns the new item the default categories of the mandatory category sets, even if the original item did not have the default categories. This is because Inventory copies the values of the item defining attributes and not the category sets and categories themselves.

The following example from the computer manufacturing industry illustrates the use of category sets. The company makes personal computers by using manufactured and purchased components. The following tables show a bill of material for each of two computers that the company produces.

This computer manufacturing company has several functional areas including: planning, purchasing, and inventory. With Oracle Inventory's category sets, each functional area can use its own unique way of classifying items. The planning department might want to group items according to product and product line. You can define a two segment structure for the item categories flexfield with the first segment representing the product and the second segment representing product line.

You can use the two segment flexfield structure to define a category set called Planner's Set with categories like assembly-prod1, subassembly-prod2 and raw material-prod3. You can designate Planner's Set to be the default mandatory category set of the planning functional area. In the bills of material shown in the Examples Overview, the top level items might be MPS planned items and the rest MRP planned items since this is a manufacturing company.

Oracle Inventory automatically assigns the Planner's Set category set and the associated default category assembly-prod1 to each of these items. The following table shows category assignments within the Planning default category set. In addition you can use categories in the following reports:. The purchasing department might want to group all items by commodity codes.

You can define a category set called Purchasing Class with categories that represent commodity codes such as OEM, IC, software and documentation. You can choose Purchasing Class to be the default mandatory category set of the purchasing functional area.

When you define your items you can set the Purchased attribute to "Yes" for each of these items. Inventory automatically assigns the Purchasing Class category set and the associated default category OEM to each of the purchased items. The following table shows category assignments within the purchasing default category set.

Oracle Purchasing does not allow you to choose between different category sets. Oracle Purchasing uses the default purchasing category set in all forms and reports that require or display categories.

For example, if you choose a particular item in the Supplier Autosource Rules window you see the category from the purchasing default category set assigned to the item. In addition, Oracle Purchasing uses item categories in the following reports and forms:. The inventory functional area may want to group items according to how the company stores each item.

You can designate Warehouse Set to be the default mandatory category set of the inventory functional area. In the bills of material shown in the Examples Overview, all of items would be the inventory items. When you define the items set the Inventory Item attribute to "Yes" for each item. Oracle Inventory automatically assigns the Warehouse Set and default category Other to all items for which the Inventory Item attribute equals "Yes.

Oracle Inventory uses category sets in numerous reports and forms. For example, you can summarize demand histories for a particular category of items.

Oracle Inventory always displays the inventory default category set but you can run your reports and programs by choosing any category set. The following is a list of forms and reports where Oracle Inventory uses categories:. In addition to the default category sets, the computer company in the Examples Overview could use an additional category set to group together a subset of the items that exist in the system.

When you define your items, you can assign the Hot Items category set and one category within that category set to some of your items. You do not have to assign every item in your system to this category set. You can specify any number of recommended categories for an item catalog group. You can print the list of categories and use the list as recommended categories when you define items. To enter a list of recommended categories to use when assigning categories to the items in this catalog group.

Warning: The category accounts defined in this window are only used if product line accounting has been implemented. If product line accounting is implemented, the category accounts, not the item subinventory accounts, are used when entering transactions.

You can use the Category Accounts Summary window to define, query, and update category valuation and expense accounts. If your current organization is a standard costing organization, you can define category accounts at the category and optionally subinventory level.

You can only define category accounts for categories that belong to the default category set for the product line functional area. You cannot update category accounts if any of the restrictions explained in the following table exist:. If you are defining a new category account, choose the New button. If you are changing an existing category account, select a category, or subinventory, or both, and choose the Find button. In both instances, the Category Accounts Summary window appears.

If a subinventory is not selected, you can define accounts that are specific to the category. For example, if you select a category, override the defaulted organization level accounts, then save your work, the next time you select this category in this window, the new accounts not the organizational level accounts are defaulted. These default accounts can be overridden.

When you select a category, accounts are defaulted from the organization level. You can change these accounts. Important: All subinventories that contain items belonging to the selected category set use these accounts for inventory valuation. You therefore cannot change an account if there is on-hand inventory in any of these subinventories. This is usually an asset account. Encumbrance: A default general ledger account to hold the value of encumbrances against subinventory items belonging to this category set.

Bridging: This account is optional. Important: You can also enter and update account information for a single category in the Category Accounts window, which you can access by selecting the Open button.

Cost groups are mandatory. If your current organization is not Project References Enabled, the organization's default cost group is used and cannot be update. If your organization is Project References Enabled, you can select any cost group. You can use item cataloging to add descriptive information to items and to partition your Item Master into groups of items that share common characteristics.

You configure in advance what is required to uniquely define an item in each group. When you define your items, you assign them to an item catalog group. To define your catalog, you set up as many distinct item catalog groups as you need to partition your Item Master. Each group has unique characteristics called descriptive elements that completely describe items belonging to the group.

When you assign an item to an item catalog group, you define values for the descriptive elements that apply to your item. For example, an item catalog group called Computer could have a descriptive element called Processing Speed. Provide standard language in referring to items, enabling companies in the same industry to communicate effectively without needing to name their items identically. Store a detailed description of what an item is without having to embed that meaning in the item number.

To define an item catalog group. If you choose to build an item's description from the catalog, the description is built beginning with the information entered here.

See: Concatenated Item Descriptions. Note: You can choose to use the Catalog Name instead of the Description as the first element in a concatenated item catalog description. See: Oracle Inventory Profile Options.

As of this date you can no longer assign items to this group. You can use an inactive group in reports and searches. Select an item catalog group and choose Details. See: Defining Descriptive Elements. When you define descriptive elements for an item catalog group, you specify whether the value of a particular descriptive element can be concatenated and used as an item's description.

When you assign an item to a catalog group, you choose descriptive elements that apply to the item, and assign values to the descriptive elements. You can then create a concatenated item description by choosing the Update Description button.

If you choose Update Description , Oracle Inventory concatenates the item catalog group information and overwrites the item description with this new information. Oracle Inventory builds a concatenated item description by combining segments of catalog information.

The first segment is either the catalog group Description or the Catalog Name. You can choose which to use by setting the INV:Use catalog name in the item description profile option. Additional segments consist of the values for descriptive elements that have Description Default turned on. The Item Catalog Flexfield separator is used as a delimiter between each segment of the combined description.

When the description is displayed, the delimiters appear even if data is missing for some of the descriptive elements. For example, an item catalog group called Computer with a description of Personal Computer, and descriptive elements of Speed 25 MHZ , Size , and Monitor color , would produce this description:. You can define any number of descriptive elements for an item catalog group. You can also describe whether the descriptive element is required at item definition, and whether the descriptive element value is included by default in the item catalog description.

Descriptive element values can be concatenated and used to create an item's description. You turn this feature off or on for each descriptive element in a catalog group. Turn Description Default on for any element you want included in a concatenated description. You create a concatenated description when assign an item to an item catalog group. See: Assigning Items to Catalogs. When you assign an item to a group, the descriptive elements are presented in the order you define here. When you assign an item to a catalog group, you must enter a value for required descriptive elements in order for the catalog to be considered complete.

If an element is not required, entering a value is optional. Determine whether the descriptive element is automatically used to create the catalog description Description Default. If you choose to concatenate the value of the descriptive element to create the catalog description, you can use this description to overwrite an existing item description.

You can specify any number of aliases for items that belong to a catalog group. This is used for information and reporting purposes only. In a hospital environment, item cataloging can help doctors identify precisely the drug they want from several that are nearly identical in composition, without extensive research. By defining groups, descriptive elements, and values that are increasingly specific, a doctor can search for the proper drug using the specifics of the chemical structure.

The item cataloging feature is highly flexible in that you define your own groups, descriptive elements, and values to suit your own specific needs. A clothing retailer sells partly through mail order catalogs. Customers want to order apparel over the phone, but they do not always know the item number of what they want.

Item cataloging allows an order entry clerk to find the right item based on a general description. This reduces order entry time and increases customer satisfaction. Implementing the Item Master Organization You define items in one organization. To create the item master Use the Organization window to create the organization you want to use as the Item Master.

Item Master Business Example Suppose you have a distribution warehouse and a manufacturing factory. Related Topics Implementing the Item Master Organization Item Attribute Controls Item attributes are information about an item, such as order cost, lead time, and revision control.

Control Level This attribute control type determines whether you have centralized Master level or decentralized Organization level control of item attributes. The following table shows attributes with conditionally updateable control levels and the consequences of changing the attribute control level: Attribute Updateable To If Consequences Item Status Master Level No pending statuses exist in any child organization All status attributes under status control or default control are updated Inventory Asset Value or Costing Enabled Master Level Organization with WIP parameters defined uses itself as the Master Organization for costing.

Purchasable Purchased Purchasing Enables you to place the item on a purchase order. Process Execution Enabled Inventory Item Process Manufacturing Enables you to use the item in a production batch as an ingredient, product, or by-product. You set status control for a status attribute with the Item Attributes Control window. Interdependencies for Status Attributes Each status attribute is dependent on the value of at least one other attribute. Related Topics Defining Item Attribute Controls Relationships Between Attributes When you define items, Oracle Inventory enforces particular relationships between some of the item attributes: Required attributes: You must enter a value for the attribute based on the settings for other related attributes.