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AIM

BR.100AINV INVENTORY
APPLICATION SETUP
SI_Podjetje
Delavnica

Author: Oracle Software, d.o.o.


Creation Date: June 10, 2005
Last Updated: June 12, 2005
Document Ref: <Document Reference Number>
Version: 1.00

Approvals:

<Approver 1>

<Approver 2>
BR.100Ainv Inventory Application Setup Doc Ref: <Document Reference Number>
June 12, 2005

Document Control

Change Record
1

Date Author Version Change Reference

10-Jun-05 <Author> Draft 1a No Previous Document


12.06.2005 Oracle Software, d.o.o. 1.00 Priprava delavnice

Reviewers

Name Position

Distribution

Copy No. Name Location


1
Library Master Project Library
2 Project Manager
3
4

Note To Holders:

If you receive an electronic copy of this document and print it out, please write your
name on the equivalent of the cover page, for document control purposes.

If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.

Delavnica Categories and Catalogs Setup/INV: Define Item Catalogs


File Ref: 395485840.doc (v. 1.00 )
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BR.100Ainv Inventory Application Setup Doc Ref: <Document Reference Number>
June 12, 2005

Contents

Document Control.....................................................................................................................

Application Set Up Control Sheet - Oracle Inventory.........................................................

Categories and Catalogs Setup/INV: Define Item Categories..........................................

Categories and Catalogs Setup/INV: Define Item Catalogs.............................................

Item/Inventory Shortcuts Setup/INV: Define Inventory Parameters.............................

Item/Inventory Shortcuts Setup/INV: Define Account Aliases.......................................

Item/Inventory Shortcuts Setup/INV: Define Item Templates.........................................

Item/Inventory Shortcuts Setup/INV: Define Replenishment Counts...........................

Item/Inventory Shortcuts Setup/INV: Define Movement Parameters...........................

Item/Inventory Shortcuts Setup/INV: Define Kanban Pull Sequences..........................

Item/Inventory Shortcuts Setup/INV: Define Kanban Cards..........................................

Inventory Shipping Setup/INV: Define Stock Locators.....................................................

Inventory Shipping Setup/INV: Define Shipping Methods..............................................

Inventory Shipping Setup/INV: Define Shipping Network..............................................

Inventory Shipping Setup/INV: Define Interface Manager..............................................

References and Relationships Setup/INV: Define MPN....................................................

References and Relationships Setup/INV: Define Cross Reference Types.....................

References and Relationships Setup/INV: Item Relationships.........................................

ABC Analysis Setup/INV: Define ABC Compiles..............................................................

ABC Analysis Setup/INV: Define ABC Classes..................................................................

ABC Analysis/INV: Define ABC Assignment Groups......................................................

Cycle Counts, Physical Inventory Setup/INV: Define Cycle Counts..............................

Delavnica Categories and Catalogs Setup/INV: Define Item Catalogs


File Ref: 395485840.doc (v. 1.00 )
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BR.100Ainv Inventory Application Setup Doc Ref: <Document Reference Number>
June 12, 2005
Cycle Counts, Physical Inventory Setup/INV: Define Physical Inventories..................

Open and Closed Issues for this Deliverable........................................................................


Open Issues..........................................................................................................................
Closed Issues.......................................................................................................................

Delavnica Categories and Catalogs Setup/INV: Define Item Catalogs


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Application Set Up Control Sheet - Oracle Inventory

Environment Name: Machine: Type (definition, execution, or both):

Workflow Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
SubWorkflow Name

Inventory Setup

Categories and Catalogs Setup INV: Define Item Categories

Categories and Catalogs Setup INV: Define Item Catalogs

Item/Inventory Shortcuts Setup INV: Define Inventory


Parameters

Item/Inventory Shortcuts Setup INV: Define Account Aliases

Item/Inventory Shortcuts Setup INV: Define Item Templates

Item/Inventory Shortcuts Setup INV: Define Replenishment


Counts

Item/Inventory Shortcuts Setup INV: Define Movement


Parameters

Item/Inventory Shortcuts Setup INV: Define Kanban Pull


Sequences

Item/Inventory Shortcuts Setup INV: Define Kanban Cards

Inventory Shipping Setup INV: Define Subinventory


Locations

Inventory Shipping Setup INV: Define Stock Locators

Inventory Shipping Setup INV: Define Shipping Methods

Inventory Shipping Setup INV: Define Shipping Network

Categories and Catalogs Setup/INV: Define Item Catalogs


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Workflow Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
SubWorkflow Name

Inventory Shipping Setup INV: Define Interface Manager

References and Relationships INV: Define MPN


Setup

References and Relationships INV: Define Cross Reference


Setup Types

References and Relationships INV: Item Relationships


Setup

ABC Analysis Setup INV: Define ABC Compiles

ABC Analysis Setup INV: Define ABC Classes

ABC Analysis Setup INV: Define ABC Assignment


Groups

Cycle Counts, Physical INV: Define Cycle Counts


Inventory Setup

Cycle Counts, Physical INV: Define Physical


Inventory Setup Inventories

Categories and Catalogs Setup/INV: Define Item Catalogs


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Categories and Catalogs Setup/INV: Define Item Categories

Inventory>Setup>Items>Category Codes
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Categories that will be used to group items.

Structure Name Category Description Inactive On

Item Categories SI_Artikel Artikel


Item Categories SI_Izdelek Izdelek
PO Item Category SI_Storitev Storitev

Categories and Catalogs Setup/INV: Define Item Catalogs


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Categories and Catalogs Setup/INV: Define Item Catalogs

Inventory>Setup>Items>Catalog Groups
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Catalog Groups for items.

<Catalog Groups>
Name Description Inactive On

SI_Prenosni racunalniki Prenosni racunalniki


SI_Sodi Sodi
SI_Tekoca_gnojila Tekoca gnojila
SI_Tesnila Tesnila
SI_Ventili Ventili
SI_Crpalke Crpalke

Details

Descriptive Elements
Sequence Name Description Required Description
Default

Categories and Catalogs Setup/INV: Define Item Catalogs


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Aliases
Name Description

Categories
Category Set Category

Categories and Catalogs Setup/INV: Define Item Catalogs


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Item/Inventory Shortcuts Setup/INV: Define Inventory Parameters

Inventory>Setup>Organizations>Parameters
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Inventory Parameters and their associated Organization QuickCode.

<Organization Parameters>

Inventory Parameters
SKL
Organization Code

SI Podjetje
Item Master Organization

SI_DK
Calendar

Demand Class

Yes
Allow Negative Balance

None
Locator Control

Categories and Catalogs Setup/INV: Define Item Catalogs


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Costing Information (MST) (MFG)


SI Podjetje
Costing Organization

Standard
Costing Method

Average Rates Cost Type

Summary
Transfer Detail to GL

Reverse Encumbrance

Default Material Sub-Element

<Valuation Accounts>
1.3100.0000.00000.00000
Material

Outside Processing

Material Overhead

Overhead

Resource

Expense

Categories and Catalogs Setup/INV: Define Item Catalogs


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Revision, Lot, Serial (MST) (MFG)


0
Starting Revision

<Lot Control>
None
Uniqueness

At item level
Generation

Prefix

Zero Pad Suffix

Prefix

30
Total Length

<Serial Control>
Within inventory model and items
Uniqueness

At organization level
Generation

Prefix

100001
Starting Serial Number

Categories and Catalogs Setup/INV: Define Item Catalogs


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ATP, Pick, Item-Sourcing (MST) (MFG)


<ATP Defaults>
Rule

<Picking Defaults>
Rule

Locator Order

Subinventory Order

<Item-Sourcing Detail>
Type

Organization

Subinventory

Categories and Catalogs Setup/INV: Define Item Catalogs


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Inter-Org Information (MST) (MFG)


No
Inter-Organization Transfer Charge

<Inter-Organization Transfer Account>


Transfer Credit

Purchase Price Variance

Receivable

Payable

Intransit Inventory

Categories and Catalogs Setup/INV: Define Item Catalogs


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Other Accounts

<Receiving Accounts> (MST) (MFG)


1.3190.0000.00000.00000
Purchase Price Variance

1.3190.0000.00000.00000
Invoice Price Variance

1.2900.0000.00000.00000
Inventory AP Accrual

Encumbrance

<Profit and Loss Accounts>


Sales

Cost of Goods Sold

<Average Cost Accounts>


Average Cost Variance

Project Information (MST) (MFG)


Project Reference Enabled

Project Cost Collection Enabled

Project Control Level

Categories and Catalogs Setup/INV: Define Item Catalogs


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Item/Inventory Shortcuts Setup/INV: Define Account Aliases

Inventory>Setup>Account Aliases
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and update Account Aliases.

<Account Aliases>
Name Description Account Effective On

Categories and Catalogs Setup/INV: Define Item Catalogs


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Item/Inventory Shortcuts Setup/INV: Define Item Templates

Inventory>Setup>Items>Templates
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Item Templates to be used in defining new Items.

<Item Templates>
Template

Description

Organization

Categories and Catalogs Setup/INV: Define Item Catalogs


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Main
Attribute Name Controlled At Value Enabled

User Item Type

Item Status

Primary Unit of Measure

Conversions

Item Description

Descriptive Flexfield

Categories and Catalogs Setup/INV: Define Item Catalogs


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Inventory
Attribute Name Controlled At Value Enabled

Inventory Item

Stockable

Transactable

Revision Control

Lot Control

Starting Lot Number

Starting Lot Prefix

Serial Number Generation

Starting Serial Number

Starting Serial Prefix

Lot Expiration

Shelf Life Days

Restrict Subinventories

Locator Control

Restrict Locators

Reservable

Cycle Count Enabled

Negative Measurement Error

Categories and Catalogs Setup/INV: Define Item Catalogs


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Positive Measurement Error

Bills of Material
Attribute Name Controlled At Value Enabled

BOM Item Type

BOM Allowed

Base Model

Costing
Attribute Name Controlled At Value Enabled

Costing Enabled

Inventory Asset Value

Cost of Goods Sold Account

Include in Rollup

Standard Lot Size

Categories and Catalogs Setup/INV: Define Item Catalogs


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Purchasing
Attribute Name Controlled At Value Enabled

Purchased

Purchasable

Default Buyer

Use Approved Supplier

Taxable

Receipt Close Tolerance

Allow Description Update

Inspection Required

Receipt Required

Market Price

UN Number

Hazard Class

RFQ Required

List Price

Price Tolerance %

Asset Category

Outside Processing Item

Categories and Catalogs Setup/INV: Define Item Catalogs


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Outside Processing Unit


Type

Rounding Factor

Unit of Issue

Invoice Close Tolerance

Encumbrance Account

Expense Account

Receiving
Attribute Name Controlled At Value Enabled

Over-Receipt Qty Action

Receipt Routing

Over-Receipt Qty Tolerance

Enforce Ship-To

Allow Substitute Receipts

Allow Unordered Receipts

Allow Express Transactions

Days Early Receipt Allowed

Days Late Receipt Allowed

Receipt Date Action

Categories and Catalogs Setup/INV: Define Item Catalogs


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Physical Attributes
Attribute Name Controlled At Value Enabled

Weight Unit of Measure

Unit Weight

Volume Unit of Measure

Unit Volume

Container

Vehicle

Maximum Load Weight

Minimum Fill Percentage

Internal Volume

Container Type

Categories and Catalogs Setup/INV: Define Item Catalogs


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General Planning
Attribute Name Controlled At Value Enabled

Inventory Planning Method

Planner

Make or Buy

Min-Max Minimum
Quantity

Min-Max Maximum
Quantity

Safety Stock Bucket Days

Carrying Cost Percent

Order Cost

Safety Stock Percent

Safety Stock

Fixed Order Quantity

Fixed Days Supply

Minimum Order Quantity

Maximum Order Quantity

Fixed Lot Size Multiplier

Source Type

Source Organization

Categories and Catalogs Setup/INV: Define Item Catalogs


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Source Subinventory

MPS/MRP Planning
Attribute Name Controlled At Value Enabled

MRP Planning Method

Planning Exception Set

End Assembly Pegging

Round Order Quantities

Reduce MPS

Shrinkage Rate

Acceptable Early Days

Calculate ATP

Overrun Percentage

Repetitive Planning

Acceptable Rate -

Acceptable Rate +

Planning Time Fence

Planning Time Fence Days

Demand Time Fence

Demand Time Fence Days

Categories and Catalogs Setup/INV: Define Item Catalogs


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Forecast Control

Release Time Fence

Release Time Fence Days

Lead Times
Attribute Name Controlled At Value Enabled

Preprocessing Lead Time

Processing Lead Time

Postprocessing Lead Time

Fixed Lead Time

Variable Lead Time

Cumulative Manufacturing
Lead Time

Cumulative Total Lead Time

Lead Time Lot Size

Categories and Catalogs Setup/INV: Define Item Catalogs


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Work in Process
Attribute Name Controlled At Value Enabled

Build in WIP

WIP Supply Type

WIP Supply Subinventory

WIP Supply Locator

Order Entry
Attribute Name Controlled At Value Enabled

Customer Ordered

Customer Orders Enabled

Internal Ordered

Internal Orders Enabled

Shippable

OE Transactable

Default Shipping
Organization

Picking Rule

Pick Components

Assemble to Order

Categories and Catalogs Setup/INV: Define Item Catalogs


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Check ATP

ATP Components

ATP Rule

Ship Model Complete

Returnable

RMA Inspection Required

Collateral Item

Invoicing
Attribute Name Controlled At Value Enabled

Invoiceable Item

Invoice Enabled

Accounting Rule

Invoicing Rule

Tax Code

Sales Account

Payment Terms

Categories and Catalogs Setup/INV: Define Item Catalogs


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Service
Attribute Name Controlled At Value Enabled

Support Service

Service Duration Period

Service Duration

Billing Type

Warranty

Coverage

Serviceable Product

Service Starting Delay

Categories and Catalogs Setup/INV: Define Item Catalogs


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Item/Inventory Shortcuts Setup/INV: Define Replenishment Counts

Inventory>Counting>Replenishment Counts>Counts
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Replenishment Counts.

Name Subinventory Supply Cutoff Date Count Date Default Deliver To

Lines
Item Count Type UOM Quantity Reference

Categories and Catalogs Setup/INV: Define Item Catalogs


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Item/Inventory Shortcuts Setup/INV: Define Movement Parameters

Inventory>Setup>Transactions>Movement Parameters
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the Movement Parameters for your organizations.

<Movement Statistics Parameters>

Legal Entity Branch

Calendar Category Set

Weight UOM

<Tax Office>
Office Code

Location

<Currency Conversion>
Option Type

Categories and Catalogs Setup/INV: Define Item Catalogs


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Item/Inventory Shortcuts Setup/INV: Define Kanban Pull Sequences

Inventory>Kanban>Pull Sequences
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Kanban Pull Sequences.

Kanban is a means of supporting pull-based replenishment in manufacturing systems. A Kanban system is a self-regulating pull system that leads to shorter

lead times and reduced inventory. Kanban systems are typically applied to items that have relatively constant demand and medium-to-high production
volume.

Source
Item Subinventory Locator Source Type Supplier Supplier Site Org Subinventory Locator Line Code

Kanban
Item Subinventory Locator Calculate Size Number of Minimum Order
Cards

Categories and Catalogs Setup/INV: Define Item Catalogs


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Planning
Item Subinventory Locator Lead Time Allocation % Lot Multiplier Safety Stock Days

Categories and Catalogs Setup/INV: Define Item Catalogs


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Item/Inventory Shortcuts Setup/INV: Define Kanban Cards

Inventory>Kanban>Kanban Cards
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Kanban Cards.

Kanban
Card Number Item Subinventory Locator Replenishabl Size Card Status Supply Status Error
e

Source
Card Number Item Subinventory Locator Source Type Supplier Supplier Org Subinventory Locator
Site

Categories and Catalogs Setup/INV: Define Item Catalogs


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Inventory Shipping Setup/INV: Define Stock Locators

Inventory>Setup>Organizations>Stock Locators
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and update Locators.

Parameters
Locator Description Subinventory Picking Order Inactive On

Capacity
Volume: Volume: Weight: Weight:
Locator Maximum Units UOM Maximum UOM Maximum

Categories and Catalogs Setup/INV: Define Item Catalogs


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Inventory Shipping Setup/INV: Define Shipping Methods

Inventory>Setup>Organizations>Shipping Methods
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Shipping Methods that you can assign to organization shipping networks.

<Ship_Method QuickCodes>
SHIP_METHOD
Type

Inventory
Application

Ship Method
Description

System
Access Level
(User/Extensible/System)

Code Meaning Description Start Date End Date Enabled

SI_LASTNI Lastni transport Lastni transport 01-JAN-200x Yes

SI_DTOD Door to Door Door to Door 01-JAN-200x Yes

SI_DHL DHL DHL 01-JAN-200x Yes

Categories and Catalogs Setup/INV: Define Item Catalogs


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Inventory Shipping Setup/INV: Define Shipping Network

Inventory>Setup>Organizations>Shipping Networks
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Organization Shipping information between two organizations.

<Shipping Networks>
Organization

Scope

Main
Organization: Organization:
From To Transfer Type FOB Receipt Routing Internal Order Required

Categories and Catalogs Setup/INV: Define Item Catalogs


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Transfer Distance
Organization: Organization: Transfer Charge: Transfer Charge: Distance: Distance:
From To Type % UOM Value

Primary Accounts
Organization: Organization: Transfer Credit Purchase Price Variance
From To

Categories and Catalogs Setup/INV: Define Item Catalogs


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Secondary Accounts
Organization: Organization: Inter-Org Receivable Inter-Org Payable
From To

Intransit Account
Organization: Organization: Intransit Inventory
From To

Categories and Catalogs Setup/INV: Define Item Catalogs


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Inventory Shipping Setup/INV: Define Interface Manager

Inventory>Setup>Transactions>Interface Manager
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to change attributes for Transactions as well as launch them.

<Transactions Manager>
Time-out Time-out Process Interval Process Interval Process Interval
Name Status Worker Rows Hours Minutes Hours Minutes Seconds

Cost Manager Inactive 200 0 0 0 5 0


Lot Move Transaction Inactive 200 0 0 0 5 0
Material Transaction Active 200 0 0 0 5 0
Move Transaction Active 200 0 0 0 5 0

Categories and Catalogs Setup/INV: Define Item Catalogs


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References and Relationships Setup/INV: Define MPN

Inventory>Items>Manufacturer Part Numbers>By Manufacturer


<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Part Numbers specific for original Manufacturers.

<MPN>
Manufacturer Part Item

SI_Proizvajalec

Categories and Catalogs Setup/INV: Define Item Catalogs


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References and Relationships Setup/INV: Define Cross Reference Types


<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Cross Reference Types.

<Cross Reference Types>


Type Description Inactive On

SI_Dobavitelj SI Dobavitelj

Categories and Catalogs Setup/INV: Define Item Catalogs


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References and Relationships Setup/INV: Item Relationships

Inventory>Items>Item Relationships
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Inventory Item Relationships.

<Item Relationships >


From: To:
Item Description Item Description Type Reciprocal

Categories and Catalogs Setup/INV: Define Item Catalogs


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ABC Analysis Setup/INV: Define ABC Compiles

Inventory>ABC Codes>ABC Compiles


<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the ABC Compilation criteria.

<Define ABC Compile>


Compile Name

Description

Content Scope:

(Scope)

Subinventory

Valuation Scope

Compile Specification:

Criterion MRP Plan

Cost Type From Date

Forecast To Date

Categories and Catalogs Setup/INV: Define Item Catalogs


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ABC Analysis Setup/INV: Define ABC Classes

Inventory>ABC Codes>ABC Classes


<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define ABC Classes within Oracle Inventory’s items.

<ABC Classes>
Class Name Description Inactive On

Categories and Catalogs Setup/INV: Define Item Catalogs


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ABC Analysis/INV: Define ABC Assignment Groups

Inventory>ABC Codes>ABC Assignment Groups


<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the ABC calculation and assignment of ABC Classes to items.

<ABC Assignment Groups>


Group Name Compile Name

Group Classes

<ABC Group Class Assignment>


Priority Class Name

1
2
3

Categories and Catalogs Setup/INV: Define Item Catalogs


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Assign Items

ABC Group

<ABC Assignments>
Class Item Sequence Inventory Value % Items Value

80

95

100

Categories and Catalogs Setup/INV: Define Item Catalogs


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Cycle Counts, Physical Inventory Setup/INV: Define Cycle Counts

Inventory>Counting>Cycle Counting>Cycle Counts


<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your organization’s Cycle Count program.

<Cycle Counts>
Name Adjustment Account

Calendar

Control, Scope
Inactive On Late Days

Starting Sequence Unscheduled Entries

Display System Qty

Automatic Recounts:

Automatic Recounts (flag) Maximum

Count Subinventories:

(All/Specific flag)

Subinventories Disable Flag Subinventories Disable Flag

Categories and Catalogs Setup/INV: Define Item Catalogs


File Ref: 395485840.doc (v. )
Company Confidential - For internal use only
Doc Ref:

Serial Control, Schedule


Serial Control Option:

Count Adjustment

Detail Discrepancy

Auto Schedule:

Auto Schedule (Flag) Zero Count Quantity

Frequency Next Date

Adjustments, ABC
Approval:

Required

Tolerances: + -

Qty Variance %

Adjustment Value %

Hit/Miss Analysis %

ABC Initialization:

Group

Option

Update Classes

Delete Unused Items

Categories and Catalogs Setup/INV: Define Item Catalogs


File Ref: 395485840.doc (v. )
Company Confidential - For internal use only
Doc Ref:

Cycle Counts, Physical Inventory Setup/INV: Define Physical Inventories

Inventory>Counting>Physical Inventory>Physical Inventories


<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Physical Inventory parameters for your organization.

<Define Physical Inventory>


Name Description

Date

Approvals:

Required

Tolerances: + -

Qty % %

Value

Status:

Snapshot Complete Adjustments Period

Count Subinventories:

All/Specific Allow Dynamic Tags

(Subinventories)

Categories and Catalogs Setup/INV: Define Item Catalogs


File Ref: 395485840.doc (v. )
Company Confidential - For internal use only
Doc Ref:

Open and Closed Issues for this Deliverable

Open Issues
ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date

Categories and Catalogs Setup/INV: Define Item Catalogs


File Ref: 395485840.doc (v. )
Company Confidential - For internal use only

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