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Defining Items

Overview

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Defining Items
System References
Oracle Inventory > Master Item
Oracle Inventory > Find Item Templates
Oracle Inventory > Item Templates Summary
Oracle Inventory > Organization Assignment
Oracle Inventory > Item Search
Oracle Inventory > Find Item Information
Oracle Inventory > Item Catalog Groups

Distribution
Job Title*

Ownership
The Job Title [list@YourCompany.com?Subject=EDUxxxxx] is responsible for ensuring that this
document is necessary and that it reflects actual practice.

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Defining Items

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Objectives

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Agenda

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Manufacturing and Engineering Items

Manufacturing and Engineering Items


Manufacturing items are used in production and are created in Oracle Inventory.
Engineering items are created in Oracle Engineering and are not ready for production. They are
called prototypes. Engineering items are not visible in Oracle Inventory. The Engineering Item
attribute flag is not visible in Oracle Inventory.
The windows you use to create engineering and manufacturing items are identical. They differ
only in the following ways:
You create and change engineering items using the Oracle Engineering windows.
You create and change manufacturing items using the Oracle Inventory windows.
When your engineering items are ready for production, you can transfer or copy them to
Oracle Inventory as manufacturing items. When you transfer an engineering item, it
becomes a manufacturing item. When you copy an engineering item, it remains and you
create a manufacturing item with a different item number.

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Item Functionality

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Steps to Setup, Define and Maintain Items

Steps to Define and Maintain Items


1. Create the item templates
2. Use the templates and existing items to define items
3. Enter values for additional item attributes
4. Assign a status to the item
5. Assign categories to the item
6. Enable the item in other organizations
7. Update the organizational-level attributes values
8. Define the item relationships
9. Search for items
10. Delete items

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Defining Items

Defining Items
Following are the steps for creating and maintaining items:
1. Create the item templates.
2. Use the templates and existing items to define items.
3. Enter values for additional item attributes.
4. Assign a status to the item.
5. Enable the item in other organizations.
6. Update the organizational-level attributes values.

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Master Items

Master Items
There are two ways you can define items from the Master Items window. You can use the
Attribute Groups tab, or the Item Folder tab. The Attributes Group tab allows you to select
individual attributes, and use the tool menu to apply templates and assign organizations The
Item Folder tab enables you to create an item, apply a default template, and assign the item to
an organization all in one window.
Much of the information for an item is optional. You define only the information you need to
maintain the item. Below is a list of the tabs and fields used to define items.
Main:
Primary Unit of Measure, Dual Control, Secondary, Deviation Factor +, Deviation Factor
, User Item Type, Item Status, Conversions, and Long Description
Inventory:
Inventory Item, Stockable, Transactable, Revision Control, Reservable, Check Material
Shortage, 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, Lot
Status Enabled, Serial Status Enabled, Lot Split Enabled, Lot Merge Enabled, Lot
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Translate Enabled, Lot Substitution Enabled, Bulk Picked, Locator Control, Restrict
Subinventories, Restrict Locators, Default Move Order Receipts Subinventory, Default
Receiving Subinventory, and Default Shipping Subinventory
Bills of Material:
BOM Allowed, BOM Item Type, Base Model, Engineering Item (Oracle Engineering
only), Effectivity Control, and Configurator Model Type
Asset Management:
Asset Item Type, Activity Type, Activity Cause, Shutdown Type, and Activity Notification
Required
Costing:
Costing Enabled, Inventory Asset Value, Include in Rollup, Cost of Goods Sold Account,
and Standard Lot Size
Purchasing:
Purchased, Purchasable, Use Approved Supplier, Allow Description Update, RFQ
Required, Outside Processing Item, Outside Processing Unit Type, Taxable, Tax Code,
Receipt Required (ThreeWay Invoice Matching), Inspection Required (FourWay
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, and Asset Category
Receiving:
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 Routing, and Enforce ShipTo
Physical Attributes:
Weight Unit of Measure, Unit Weight, Volume Unit of Measure, Unit Volume, Container,
Vehicle, Container Type, Internal Volume, Maximum Load Weight, Minimum Fill
Percentage, Dimension Unit of Measure, Dimension Length, Dimension Width,
Dimension Height, Collateral Item, Event, Equipment, Electronic Format, Downloadable,
and OM Indivisible
General Planning:
Inventory Planning Method, Planner, Make or Buy, MinMax Minimum Quantity, Min
Max Maximum Quantity, Minimum Order Quantity, Maximum Order Quantity, Order
Cost, Carrying Cost Percent, Source Type (Replenishment), Source Organization, Source
Subinventory, Safety Stock Method, Safety Stock Bucket Days, Safety Stock Percent,
Fixed Order Quantity, Fixed Days Supply, and Fixed Lot Multiplier
MPS/MRP Planning:
Planning Method, Forecast Control, Exception Set, Pegging, Planned Inventory Point,
Create Supply, Shrinkage Rate, Round Order Quantities, Acceptable Early Days,
Repetitive Planning, Overrun Percentage, Acceptable Rate Increase, Acceptable Rate
Decrease, Calculate ATP, Reduce MPS, Planning Time Fence, Planning Time Fence Days,
Demand Time Fence, Demand Time Fence Days, Release Time Fence, Release Time
Fence Days, Substitution Window Type, and Substitution Window Days
Lead Times:
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Preprocessing, Processing, Postprocessing, Fixed, Variable, Cumulative Manufacturing,


Cumulative Total, and Lead Time Lot Size
Work in Process:
Build in WIP, Supply Type, Supply Subinventory, Supply Locator, Overcompletion
Tolerance Type, Overcompletion Tolerance Value, Scheduling Penalty Inventory Carry,
and Scheduling Penalty Operation Slack
Order Management:
Customer Ordered, Customer Orders Enabled, Shippable, Internal Ordered, Internal
Orders Enabled, OE Transactable, Pick Components, Assemble to Order, ATP
Components, Ship Model Complete, Check ATP, ATP Rule, Picking Rule, Default
Shipping Organization, Default SO Source Type, Returnable, RMA Inspection Required,
Financing Allowed, Over Shipment Tolerance, Under Shipment Tolerance, Over Return
Tolerance, and Under Return Tolerance
Invoicing:
Invoiceable Item, Invoice Enabled, Accounting Rule, Invoicing Rule, Tax Code, Sales
Account, and Payment Terms
Service:
Contract Item Type, Contract Duration, Contract Duration Period, Service Duration,
Subscription Dependency Enabled, Service Importance Level, Billing Type, Service
Request Enabled, Provisionable, Serviceable Product, Service Billing Enabled, Defect
Tracking Enabled, Recovered Part Disposition, Installed Base Tracking, Asset Creation,
Starting Delay (Days), and Instance Class
Web Option:
Web Status, Orderable On the Web, Back Orderable, and Minimum License Quantity

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Master Item Window

Master Item Window


Create Item:
Item
Description
Item attribute groups
Create item catalog
Assign item to organization
Manage attributes at the master level
Organization Item Window:
Manage attributes at the organization level

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Agenda

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Item Templates

Templates
Oracle Inventory has several predefined templates that you can use to define and update items
or you can create your own templates. Templates make initial item definition easier.
If you regularly define many items that share the same values for a number of attributes, you
may want to define item templates to avoid duplicating effort. You can predefine templates
with relatively few attributes enabled because you can apply more than one template to define
one item.
You can enable attributes and assign them values in each template that you create. When you
apply a template to an item, Oracle Inventory updates only the attributes that are enabled for
the template. If an attribute item template is null, it will not change a pre-set item attribute.
When you apply a template to an item, you copy all existing, non-blank attribute values from
the template to the item. You may apply multiple templates to a single item. The last values
assigned are retained, and blanks dont overlay assigned values. The order in which templates
are applied is important.
Item templates change item attributes consistently.

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Available Templates

Available Templates
The following is a list of available templates provided by Oracle:
ATO Model
ATO Option Class
ATO Item
Finished Good
Kit
Outside Processing Item
PTO Model
PTO Option Class
Phantom Item
Planning Item
Purchased
Reference Item
Subassembly
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Supply Item
Freight
Product Family
Equipment

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User Defined Templates

User Defined Templates


You can define your own templates using the Item Templates window. The window does not
validate the template attributes. You can define a template with contradictory attributes. When
you use a user defined template to define an item, Oracle Inventory then verifies 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 are invalid, a warning appears when you
save the item.
To make defining templates easier, you can use the Copy From function on the Tools menu in
the Item Templates window. This opens the Copy Template window, where you can copy
attributes from one or more attribute groups to a new template. You can also create a hybrid
template by copying attributes from multiple templates.

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Item Templates Summary

Items Templates
Use this window to create and change item attribute templates.
The Open button utilizes existing template information.
The New button allows for the entering of a new template.

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Agenda

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Item Attribute Controls

Item Attribute Controls


Item attributes are information about an item, such as order cost, lead time, and revision
control.
One of the prerequisites for defining items (and assigning values to item attributes) is setting
attribute controls. There are two types of attribute control:
Control level (Master level vs. Org level): Determines whether you have centralized
(Master level) or decentralized (Organization level) control of item attributes. Attributes
maintained at the Master level have the same attribute values in each organization in
which an item is assigned. For example, you maintain an items primary unit of measure at
the Master level. Attributes maintained at the Organization level may have different
attribute values in different organizations. For example, an item may be minmax planned
in a distribution organization but MRP planned in a production organization.
Status control: Describes whether certain status attributes have default values that appear
when you assign a status code to an item, and whether status codes control those attribute
values after the defaults are assigned to an item. The status attributes are:
- BOM Allowed
- Build in WIP
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Customer Orders Enabled


Internal Orders Enabled
Invoice Enabled
Transactable
Purchasable
Stockable

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Item Defining Attributes

Item Defining Attributes


An item defining attribute identifies the nature of an item. What designates an item as an
engineering item is the attribute Engineering Item, but what controls the functionality of the
item are the collection of attributes that describe it. You can buy an engineering item if you
want to; simply set Engineering Item, Purchased, and Purchasable to Yes.
When you set an item defining attribute to Yes, the item is automatically assigned to the default
category set of the corresponding functional area. For example, if you set Inventory Item to
Yes, the item is automatically assigned to the default category set for the Inventory functional
area.

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Item Statuses and Attributes

Item Statuses and Attributes


Status attributes enable and disable the functionality of an item over time. Each status attribute
allows you to enable the item for a particular use. For example, if you set the status attribute
Purchasable to Yes, you can put the item on a purchase order.
The status attributes are related to the item defining attributes. You cannot enable a status
attribute if you do not set the corresponding item defining attribute to Yes.

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Item Attribute Groups

Item Attribute Groups


Refer to the Oracle Inventory Users Guide for more information on Item Attributes.
Main:
Primary Unit of Measure, Dual Control, Secondary, Deviation Factor +, Deviation Factor
, User Item Type, Item Status, Conversions, and Long Description
Inventory:
Inventory Item, Stockable, Transactable, Revision Control, Reservable, Check Material
Shortage, 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, Lot
Status Enabled, Serial Status Enabled, Lot Split Enabled, Lot Merge Enabled, Lot
Translate Enabled, Lot Substitution Enabled, Bulk Picked, Locator Control, Restrict
Subinventories, Restrict Locators, Default Move Order Receipts Subinventory, Default
Receiving Subinventory, and Default Shipping Subinventory
Bills of Material:
BOM Allowed, BOM Item Type, Base Model, Engineering Item (Oracle Engineering
only), Effectivity Control, and Configurator Model Type
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Asset Management:
Asset Item Type, Activity Type, Activity Cause, Shutdown Type, and Activity Notification
Required
Costing:
Costing Enabled, Inventory Asset Value, Include in Rollup, Cost of Goods Sold Account,
and Standard Lot Size
Purchasing:
Purchased, Purchasable, Use Approved Supplier, Allow Description Update, RFQ
Required, Outside Processing Item, Outside Processing Unit Type, Taxable, Tax Code,
Receipt Required (ThreeWay Invoice Matching), Inspection Required (FourWay
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, and Asset Category
Receiving:
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 Routing, and Enforce ShipTo
Physical Attributes:
Weight Unit of Measure, Unit Weight, Volume Unit of Measure, Unit Volume, Container,
Vehicle, Container Type, Internal Volume, Maximum Load Weight, Minimum Fill
Percentage, Dimension Unit of Measure, Dimension Length, Dimension Width,
Dimension Height, Collateral Item, Event, Equipment, Electronic Format, Downloadable,
and OM Indivisible
General Planning:
Inventory Planning Method, Planner, Make or Buy, MinMax Minimum Quantity, Min
Max Maximum Quantity, Minimum Order Quantity, Maximum Order Quantity, Order
Cost, Carrying Cost Percent, Source Type (Replenishment), Source Organization, Source
Subinventory, Safety Stock Method, Safety Stock Bucket Days, Safety Stock Percent,
Fixed Order Quantity, Fixed Days Supply, and Fixed Lot Multiplier
MPS/MRP Planning:
Planning Method, Forecast Control, Exception Set, Pegging, Planned Inventory Point,
Create Supply, Shrinkage Rate, Round Order Quantities, Acceptable Early Days,
Repetitive Planning, Overrun Percentage, Acceptable Rate Increase, Acceptable Rate
Decrease, Calculate ATP, Reduce MPS, Planning Time Fence, Planning Time Fence Days,
Demand Time Fence, Demand Time Fence Days, Release Time Fence, Release Time
Fence Days, Substitution Window Type, and Substitution Window Days
Lead Times:
Preprocessing, Processing, Postprocessing, Fixed, Variable, Cumulative Manufacturing,
Cumulative Total, and Lead Time Lot Size
Work in Process:
Build in WIP, Supply Type, Supply Subinventory, Supply Locator, Overcompletion
Tolerance Type, Overcompletion Tolerance Value, Scheduling Penalty Inventory Carry,
and Scheduling Penalty Operation Slack
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Order Management:
Customer Ordered, Customer Orders Enabled, Shippable, Internal Ordered, Internal
Orders Enabled, OE Transactable, Pick Components, Assemble to Order, ATP
Components, Ship Model Complete, Check ATP, ATP Rule, Picking Rule, Default
Shipping Organization, Default SO Source Type, Returnable, RMA Inspection Required,
Financing Allowed, Over Shipment Tolerance, Under Shipment Tolerance, Over Return
Tolerance, and Under Return Tolerance
Invoicing:
Invoiceable Item, Invoice Enabled, Accounting Rule, Invoicing Rule, Tax Code, Sales
Account, and Payment Terms
Service:
Contract Item Type, Contract Duration, Contract Duration Period, Service Duration,
Subscription Dependency Enabled, Service Importance Level, Billing Type, Service
Request Enabled, Provisionable, Serviceable Product, Service Billing Enabled, Defect
Tracking Enabled, Recovered Part Disposition, Installed Base Tracking, Asset Creation,
Starting Delay (Days), and Instance Class
Web Option:
Web Status, Orderable On the Web, Back Orderable, and Minimum License Quantity

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Status Attributes and Functionality

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Status Attributes and Functionality

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Item Status

Item Status
When defining an item, you can use the item attribute Item Status to control status attribute
values. You determine the list of values for the Item Status attribute by defining Item Status
Codes. An Item Status Code has a userdefined set of Yes/No values for the status attributes.
The values are applied to the status attributes when you choose an Item Status Code when
defining an item. For example, assume you define an Item Status named Prototype with all
status attributes set to Yes except for Customer Orders Enabled. Next, you define another Item
Status, Active, with all status attributes set to Yes. In the beginning of a product development
cycle, assign the status code Prototype to an item so that you cannot place the item on a sales
order. Later, assign the status code Active to allow all functions for the item.
You can assign one or more pending statuses for an item, to be implemented on future dates.
These statuses become effective on their assigned effective dates. You can view the status
history of an item if needed.

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Item Attribute Relationships

Item Attribute Relationships


Required Attributes
You must enter a value for the attribute based on the settings for other related attributes.
Interdependent Attributes
You can only enter certain values depending on other attribute values.
Updateable Attributes
You can update values under certain conditions.
Control Level Dependencies
You can update the control level of some attributes only under special conditions and with
certain consequences.

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Status Attribute Interdependencies

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Status Attribute Interdependencies

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Agenda

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Organization Assignment and Organization Item

Organization Assignment and Organization Item


You can enable your item in all child organizations under your master organization or you can
choose to enable your item in specific child organizations. You can use the master item
window, in each organization, to enter or change organization-level attribute values for items
that are enabled in the organization. For example you can select Reorder Point planning for an
item in one child organization and select Min-Max planning for the same item in another child
organization.

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Item Control Level

Item Control Level


An attribute you maintain at the master level has identical values across all organizations that
use the item.
An attribute you maintain at the organization level may have different values for each
organization that uses it.
Some attributes can be maintained at only the Master level or the Organizational Level.
Unit of Measure must be entered at the Master level.
If using multiple organizations, the Min-Max attribute should be maintained at the
organization level.
Master-Level Control
For example, suppose you want to ensure that items defined in two organizations are
transactable at the same time in both organizations. If you make the item not transactable
in one organization, you want the same item to become not transactable in the other
organization.
Organization-Level Control

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Suppose only one of the two organizations in your Oracle Inventory implementation
performs manufacturing operations, while the other organization is strictly a distribution
warehouse. For a finished good item used in both organizations, you would want the
flexibility to select the Build in WIP status attribute check box in the manufacturing
organization, and clear the Build in WIP status attribute check box in the distribution
organization.

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Organization Assignments

Organization Assignments
Use this window to enable items in organizations. It is not recommended to check Assign All.
There are many times items should not be assigned to an organization.

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Creating and Changing Organization Items

Creating and Changing Organization Items


Use this window to create and change item attributes in organizations.

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Agenda

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Searching Items

Searching Items
You can specify as much or as little criteria as you want.

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Search Results

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Agenda

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Viewing Item Information

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Viewing Item Revisions

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Viewing Item Attributes

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Viewing Item Categories

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Agenda

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Overview of Item Cataloging

Overview of Item Cataloging


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, which
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. Possible values for Processing Speed
might be 100MHZ, 133MHZ, and so on.

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Creating Item Catalog Groups

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Defining Item Catalog Groups

Defining Item Catalog Groups


To define an item catalog group:
1. Navigate to the Item Catalog Groups window.
2. Enter a unique name for the group.
3. Enter a description. If you choose to build an items description from the catalog, the
description is built beginning with the information entered here. You can choose to use the
Catalog Name instead of the Description as the first element in a concatenated item
catalog description. To do this change the INV:Use catalog name in the item description
profile option to Yes.
4. Save your work.
To make an item catalog group inactive:
1. Enter the date on which the catalog group becomes inactive. As of this date you can no
longer assign items to this group. You can use an inactive group in reports and searches.
To define descriptive elements for an item catalog group:
1. Select an item catalog group and choose Details.

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Defining Descriptive Elements

Defining Descriptive Elements


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.
Description Default
Descriptive element values can be concatenated and used to create an items 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 you assign an item to an item catalog group.
To define descriptive elements for an item catalog group:
1. Navigate to the Item Catalog Groups window.
2. Select an item catalog group and choose Details. The Item Catalog Group window
appears.
3. Select the Descriptive Elements tabbed region.
4. Enter a unique sequence number. When you assign an item to a group, the descriptive
elements are presented in the order you define here.
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5. Enter the name of a new descriptive element. Examples: Color, height, texture.
6. Determine whether the descriptive element is required for this catalog group. 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.
7. 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.
8. Save your work.

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Concatenated Item Descriptions

Concatenated Item Descriptions


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 items 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.
Concatenated Item Description Structure
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.
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When the description is displayed, the delimiters appear even if data is missing for some of the
descriptive elements.

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Defining Aliases

Defining Aliases
You can specify any number of aliases for the items that belong to the catalog group. This is for
information/reporting purposes only. You can print the list of aliases and use the list as
recommended item cross references, for example. You can choose any alias you have defined
for any item catalog group, or you can create new aliases.
To define an alias for items in a catalog group:
1. Navigate to the Item Catalog Groups window.
2. Select an item catalog group and choose Details. The Item Catalog Group window
appears.
3. Select the Aliases tabbed region.
4. Enter a unique name.
5. Save your work.

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Practice Overview: Creating Items

Refer to Practice Creating Items [LAB3765Y]

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Practice Overview: Defining and Assigning Item Statuses

Refer to Practice Defining and Assigning Item Statuses [LAB3766Y]

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Summary

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