In this chapter, we will start with recipes for creating Items. We will cover:
Creating Items
Exploring Item attributes
Creating Item templates
Exploring Item controls
Adjusting Items in inventory
Classifying Items
An organization's operations include the buying and selling of products and services. Items can represent the products and services that are purchased and sold in an organization. Let's start by looking at the Item creation process.
The following diagram details the process for creating Items:
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1. The Item Requester (the person who requests an Item) completes an Item Creation Form, which should contain information such as:
Costing information
Pricing Information
Item and Product Categories
Details of some of the Item attributes
The inventory organization details
2. Once complete, a message is sent to the Master Data Manager (the person who maintains the master data) to create the Item. The message could be sent by fax, e-mail, and so on.
3. The Master Data Manager reviews the form and enters the details of the Item into Oracle E-Business Suite by creating the Item. Once complete, a message is sent to the Item Requester.
4. The Item Requester reviews the Item setup on the system.
Let's look at how Items are created and explore the underlying concepts concerning the creation of Items.
An organization's operations include the buying and selling of products and services. Items can represent the products and services that are purchased and sold in an organization. Let's start by looking at the Item creation process.
The following diagram details the process for creating Items:
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1. The Item Requester (the person who requests an Item) completes an Item Creation Form, which should contain information such as:
Costing information
Pricing Information
Item and Product Categories
Details of some of the Item attributes
The inventory organization details
2. Once complete, a message is sent to the Master Data Manager (the person who maintains the master data) to create the Item. The message could be sent by fax, e-mail, and so on.
3. The Master Data Manager reviews the form and enters the details of the Item into Oracle E-Business Suite by creating the Item. Once complete, a message is sent to the Item Requester.
4. The Item Requester reviews the Item setup on the system.
Let's look at how Items are created and explore the underlying concepts concerning the creation of Items.
Oracle Inventory provides us with the functionality to create Items. Sets of attributes are assigned to an Item. The attributes define the characteristics of the Item. A group of attributes values defines a template, and a template can be assigned to an Item to automatically define the set of attribute values.
An Item template defines the Item Type. For example, a Finished Good template will identify certain characteristics that define the Item as a finished good, with attributes such as "Inventory Item" and "Stockable" with a value of "Yes". Let's look at how to create an Item in Oracle Inventory. We will also assign a Finished Good template to the Item.
Log in to Oracle E-Business Suite R12 with the username and password assigned to you by the System Administrator. If you are working on the Vision demonstration database, you can use OPERATIONS/WELCOME as the USERNAME/PASSWORD:
1. Select the Inventory Responsibility.
2. Select the V1 Inventory Organization.
Let's list the steps required to create an Item:
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1. Navigate to Items | Master Items. Please note that Items are defined in the Master Organization.
3. Enter a description for the Item:
4. Select Copy From from the tools menu (or press Alt+T). We are going to copy the attributes from the Finished Good template:
5. We can also copy attributes from an existing Item.
6. Enter Finished Good and click on the Apply button (or press Alt+A) and click on the Done button.
7. Save the Item definition by clicking on the Save icon (or press Ctrl+S).
Items contain attributes and attributes contain information about an Item. Attributes can be controlled centrally at the Master Organization level or at the Inventory Organization level.
Once the Item is created, we need to assign it to a category and an inventory organization.
For us to be able to perform transactions with the Item in the inventory, we need to assign the Item to an inventory organization. We can also use the organization Item form to change the attributes at the organization level. For example, an Item may be classified as raw materials in one organization and finished goods in another organization.
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1. From the Tools menu, select Organization Assignment.
2. Select the inventory organization for the Item. For example, A1 ACME Corporation. Click on the Assigned checkbox.
3. Save the assignment.
When an Item is created, it is assigned to a default category. However, you may want to perform transactions with the Item in more than one functional area, such as Inventory, Purchasing, Cost Management, Service, Engineering, and so on. You need to assign the Item to the relevant functional area. A category within a functional area is a logical classification of Items with similar characteristics.
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1. From the Tools menu, select Categories.
2. Select the Categories Set, Control Level, and the Category combination to assign to the Item:
3. Save the assignment.
