Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

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by Yemi Onigbode | August 2011 | Enterprise Articles Oracle

Oracle E-Business Suite 12 Financials is a solution that provides out-of-the-box features to meet global financial reporting and tax requirements with one accounting, tax, banking, and payments model, and makes it easy to operate shared services across businesses and regions.

In the previous article by Yemi Onigbode, author of Oracle E-Business Suite 12 Financials Cookbook, we took a look at creating Items, exploring the Item attributes, creating Item templates and exploring Item controls.

In this article we will cover:

  • Adjusting Items in inventory
  • Classifying Items

 

Oracle E-Business Suite 12 Financials Cookbook

Oracle E-Business Suite 12 Financials Cookbook

Take the hard work out of your daily interactions with E-Business Suite financials by using the 50+ recipes from this cookbook

        Read more about this book      

(For more resources on Oracle, see here.)

Adjusting Items in Inventory

Item quantities can be adjusted in Inventory. In this recipe, we will use miscellaneous transactions to adjust Items. Let's try to enter transactions on some of the controls we have set up. We will try and enter a Miscellaneous Transaction for five paper widgets into Inventory.

How to do it...

  1. Navigate to Transactions | Miscellaneous Transactions.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  2. In the Type field, select Miscellaneous receipt from the list of values.
  3. Click on the Transaction Lines button to enter the receipt.
  4. Search for the PRD20001 Item in the Item field.
  5. Select the Subinventory list of values and the field should be automatically populated with ACME-FG.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  6. In the Locator field, enter A1.1.2.
  7. The system should display an Error message to indicate that an invalid locator has been entered.
  8. Click on OK and enter A1.1.1–the system should accept this value.
  9. Enter a value of 5 in the Quantity field.
  10. In the account field, enter 01-000-1410-0000-000. This is the account that will be charged for the Inventory transaction.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  11. Select the Lot / Serial button.
  12. Enter the Lot number–LN10001.

    The expiration date is generated based on the setting in the Item definition.

  13. Enter the quantity of 5.
  14. Click on the Serial button.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  15. Enter SN10001 in the Start Serial Number field and press Tab on the keyboard.
  16. The SN10005 should be automatically populated in the End Serial Number field.
  17. Click on the Done button.
  18. Click on the Done button again in the next screen.
  19. Save the record.

There's more...

Let's search for the Items in Inventory.

Searching for Items

We will use the material workbench to search for the Items:

  1. Navigate to On-hand | Availability | On-hand Quantity.
  2. Enter PRD20001 in the Item / Revision field.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  3. Click on the Find button.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  4. Expand the Organizations tree to show LN10001.
  5. Review the Item details.
  6. Close the form.

Classifying Items

Items are grouped into logical classifications through categories. Categories can be further grouped into category sets. A default category set can be assigned to a functional area. When an Item is created, it is automatically added to the default category set.

The groupings are mainly used for reporting purposes. Let's look at how to classify Items using categories.

How to do it...

Let's list the steps required to create category codes:

  1. Navigate to Setup | Items | Categories | Category Codes.
  2. Click on the New button to enter the Category.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  3. In the Structure Name, select Item Categories.
  4. In the Category field, enter BOOKS.MISC.
  5. In the Description field, enter Other Books.
  6. Save the record.

Let's now create the Category Set, add the Category Codes to a new set called ACME Books, and assign it to the PRD20001 Item:

  1. Navigate to Setup | Items | Categories | Category Sets.
  2. Click on the New button to enter the category set.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  3. In the Name field, enter ACME Books.
  4. Enter a description, for example, ACME Paper Books.
  5. Select Item Categories for Flex Structure.
  6. Select Controlled At as the Org level.
  7. Enter BOOKS.MISC as the Default Category.
  8. Select the checkbox Allow Multiple Item Category Assignments.
  9. Add the following Category Codes to the list:
    • BOOKS.MISC
    • BOOKS.NEW
    • BOOKS.USED
  10. Save the record.

Let's now assign the categories to the PRD20001 Item:

  1. Navigate to Items | Organization Items.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  2. From the Menu, select Tools and then Categories.
  3. Select ACME Books in the Category Set.
  4. Enter BOOKS.NEW in the Category field.
  5. Save the record.

How it works...

The structure of the Item category is defined in the Item Flexfield structure and the values are held in the individual Value Sets. The combination of the individual values forms the category code. For example, the structure we used previously is made of two segments, defined in the Flexfield structure. The segments are Family and Class. BOOKS is a value in Family and MISC, NEW, and USED are individual values in Class.

Oracle E-Business Suite 12 Financials Cookbook Take the hard work out of your daily interactions with Oracle E-Business Suite financials by using the 50+ recipes from this book and eBook
Published: August 2011
eBook Price: $41.99
Book Price: $69.99
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        Read more about this book      

(For more resources on Oracle, see here.)

There's more...

Let's look at how the Item Flexfield structure is constructed and how values are added to the structure.

Viewing the Item Categories structure

  1. Navigate to Setup | Flexfields | Key | Segments.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  2. Search for Item Categories in the Flexfield Title field.
  3. Select the ITEM_CATEGORIES code.
  4. Click on the Segments button.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  5. The Items Categories we have used has two segments, namely, Family and Class. The Item Category structure can be configured to have a maximum of 20 segments.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  6. Click on the Value Set button to view the validation format of the data that can be stored in the Value Set. The Class Segment uses the Item Class Category value set, this segment has a Validation Type of Dependent. It is dependent on another segment for the validation of the values that can be stored.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  7. Click on the Edit Information button to view the independent value set that it depends on. This is the Item Categories value set.
  8. Close the forms.

Viewing the values in the structure

Let's look at the values in the structure. We are also going to add a new value for Rare Books in the Item category. We are also going to add the new code to the category codes:

  1. Navigate to Setup | Flexfields | Key | Values.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  2. Enter the following search criteria:
    • In the Application field, select Inventory.
    • In the Title field, enter Item Categories.
    • In the Structure, enter Item Categories.
    • In the Dependent Segment, enter Class.
    • In the Independent Value, enter Books.

      Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  3. Click on the Find button.
  4. In the Value field, enter RARE, and Rare Books in the Description.
  5. Save the record and click on OK in the note to compile the record.
  6. Navigate to Setup | Items | Categories | Category Codes.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  7. Click on the New button.
  8. Search for the existing BOOKS codes by using BOOK% as the search criteria in the Category field.
  9. Add a new line for BOOKS.RARE and Rare Books as the Description.
  10. Save the record.

Items can also be grouped into logical catalogs. Let's look at how this is done.

Creating catalogs

Catalogs are used to add descriptive information to Items that share common characteristics. For example, paper can have size, color, and weight. Let's look at how to create Item catalogs for ACME Books, with descriptive elements for size, color, and weight:

  1. Navigate to Setup | Items | Catalog Groups.
  2. From the Menu, select File and then New.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  3. In the Name field, enter ACME Books, and enter ACME Books in the Description.
  4. Click on the Details button.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  5. Enter the following Descriptive Elements:
    • Size
    • Color
    • Weight
  6. Select Categories and enter the following categories for ACME Books:
    • BOOKS.NEW
    • BOOKS.USED
    • BOOKS.MISC
  7. Save the record.
  8. Assigning a catalog description to an Item

Let's find the PRD20002 Item and assign the catalog:

  1. Navigate to Items | Master Items.
  2. Search for the PRD20002 Item.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  3. Select Catalog from the Tools menu.
  4. In the Catalog Group field, select ACME Books.
  5. Enter the following in the Descriptive Elements field:
    • A5 - 210 x 148 mm as the value for the Size field
    • The Color as White
    • The Weight as 80gsm

      Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  6. Select the Update Description button to change the Item description.
  7. Save the record.

Searching for Items using catalog attributes

Let's search for Items using the catalog attributes:

  1. Navigate to Items | Items Search.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  2. In the Show region, select Item Catalog.
  3. In the Catalog Group field, select ACME Books.
  4. In the Size field, select A5 - 210 x 148 mm.
  5. Click on the Find button.

    Oracle E-Business Suite: Adjusting Items in Inventory and Classifying Items

  6. The Item Search form displays the record based on the catalog attributes.

Summary

In this article we took a look at adjusting Items in Inventory and classifying Items into categories.


Further resources on this subject:


Oracle E-Business Suite 12 Financials Cookbook Take the hard work out of your daily interactions with Oracle E-Business Suite financials by using the 50+ recipes from this book and eBook
Published: August 2011
eBook Price: $41.99
Book Price: $69.99
See more
Select your format and quantity:

About the Author :


Yemi Onigbode

Yemi has over a decade of experience in ERP systems development and maintenance. He has progressed from the early days of the IBM mainframe-based systems to the present day of web-based distributed systems. He has worked with large multinational consulting firms including Oracle Corporation, Accenture, Deloitte, Fujitsu Consulting, IBM, Sun Microsystems, and CSC.

Yemi is a hybrid techno-functional expert. He is a hands-on Project Manager, Business Architect and Instructor, specialized mainly in Financials, Human Resources, and Supply Chain models. He has assisted a number of businesses to find solutions to complex business issues using various technologies.

Yemi is also a keen believer in self-development and research; he is at par with the current developments in the IT and communications industry. He is currently developing and implementing e-business solutions for large and medium sized companies, fully integrating their business applications with the Internet and providing a totally integrated solution. He has been developing in Java since 1996 and implementing Oracle Applications since 1997.

Yemi is an Oracle Financials Certified Trainer, Sun Certified Instructor, and a Fellow of the Association of Chartered Certified Accountants. He has a Bachelor of Science (Honors) degree in Pure and Applied Mathematics. Yemi is also a technical writer on Accountancy and IT issues, and presents at Accounting and IT seminars. He also motivates and mentors young adults on career management and planning. In his spare time Yemi loves to write and play musical instruments.

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