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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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Objectives
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Agenda
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Item Functionality
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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
Copyright Oracle, 2007. All rights reserved.
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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:
Copyright Oracle, 2007. All rights reserved.
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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
Copyright Oracle, 2007. All rights reserved.
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Supply Item
Freight
Product Family
Equipment
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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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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
Copyright Oracle, 2007. All rights reserved.
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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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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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Agenda
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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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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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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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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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Summary
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