Oracle Inventory r12 lot and serial control.ppt

Copyright © 2007, Oracle. All rights reserved.
R12 Lot and Serial Control

Objective
After completing this module you should be able to do the
following:
• Understand lots
• Explain parent and child lots
• Explain shelf life and lot actions
• Explain grade control
• Understand serial control
• Explain lot and serial genealogy
• Understand how to use the lot and serial reports
• Understand how to implement the lot and serial profile
options
• Recognize implementation considerations

Lot Control Overview
Item AS3339
Lot# C1498
Lot controlled item
Item AS1129
Item without lot control

Child Lots
Parent lot Child lot

Setting up Lot Control
(Organization Parameters)
Organization parameters
• Lot control uniqueness
• Lot generation
• Child lot generation control
– Format validation
– Copy lot attributes
• Auto create lot UOM conversion
• Allow different lot status

Lot Number Uniqueness
Item AS100
Lot LN100
Item AS101
Lot LN100
Not Set to Across Items Set to Across Items
Within
Organization
Across
Organizations
Item AS100
Lot LN100
Item AS101
Lot LN100
Within
Organization
Across
Organizations
Item AS100
Lot LN200
Item AS100
Lot LN400
Item AS101
Lot LN300
Item AS101
Lot LN600

Setting up Lot Control
(Item Attributes)
• Lot control (Full Control)
– Starting prefix and number
– Maturity and hold days
• Lot Expiration (Shelf Life)
– Shelf life days
– Retest interval
– Expiration action interval
and action
• Child lot enabled
– Format validation
– Copy lot attributes
• Grade control
– Grade

Managing Lots
Assigning Lots
• Pre-assign on lot master
• Assign during transactions
• Add quantities to existing
lots
• Split inventory receipts into
several lots
Maintaining Lots
• Update lot expiration date
• View lot information
• View supplier lot
information

Expired Lots
Item: AS2005
Lot: C3100
Lot expiration action: Dispose
Item: AS2005
Lot: C3102
Lot expiration action: Retest
X
X

Disabled Lots
X
Item CS100
Lot S246
Disabled
Item CS100
Lot S247
Active

Lot Number Purging
• You can purge all lot transaction information from your
current organization. The transactions must be in
closed accounting periods.
• Purging lot transactions eliminates information used in
lot reports and inquiries.

Cycle Counts Under Lot Control
• The cycle count listing includes the lot numbers of the
items to be cycle counted.
• You must assign lot numbers to all items under lot
control for which you enter counts.
• If there is a difference between the cycle count quantity
and the system on-hand quantity, Oracle Inventory
adjusts the item quantity in that lot.

Physical Inventory Under Lot Control
• Oracle Inventory includes the lot numbers of the items
to count in your physical inventory when generating
tags.
• You must assign lot numbers to all items under lot
control for which you enter counts in the Physical
Inventory Tag Counts window.
• If there is a difference between the count quantity and
the system on-hand quantity, Oracle Inventory adjusts
the item quantity in that lot.

Serial Number Overview
Item AS5222
Serial #5847329
Item AS5222
Serial #3798490
Serial Controlled Items

Generating Serial Numbers
Item AS5222
Serial #5847329
Predefined
Item AS5488
Serial #005363
At inventory receipt

Item: AS100
Serial: SN100
Item: AS101
Serial: SN101
Serial Uniqueness
Item AS100
Serial SN100
Item AS101
Serial SN100
Item: AS100
Serial: SN100
Item: AS101
Serial: SN101
Within items Within an organization Across organizations

Maintaining Serial Numbers
• You can use the Serial Numbers window to update
supplier information associated with your serial
numbers.
• You can view all the serial numbers you created in your
current organization.
• You can view location and status information and
update supplier information associated with your
serialized units.

Lot Genealogy
Item: OJ100
Lot: Juice100
Item: CM200
Lot: SR100
Item: CM300
Lot: WR100
Item: CM600
Lot: OR500

Serial Genealogy
Item:AS100
Serial: SN100
Item: CM100
Serial: SN200
Item: CM200
Serial: SN300
Item:CM300
Serial: SN400
Item:CM400
Serial: SN500

Lot and Serial Reports
Report Description
Lot Transaction Register You can use this report to audit lot
transactions for a specified time
interval, for a range of dates, for
ranges of items or categories, of for
other criteria.
Expired Lots Report You use this report to isolate lots that
are about to expire, find expired lots,
and find serials assigned to expired
lots.
Serial Number Transaction Register You can use this report to audit serial
number transactions for a specified
time interval, location or group of
locations, reason or group of
reasons, or other criteria.

Lot and Serial Reports (Cont)
Report Description
Lot Inventory Report This reports provides you with an
overview of item lots, quantities, and
lot statuses in all or the selected
subinventories and locators within
the organization.
Lot Master Report This report provides you with an
overview of the information you set
up in the lot master. You can run this
report for a specific item, or all items
in the organization
Grade History Change Report This report enables you to view all of
the grade changes made during a
given time period for a particular item
within an organization.

Lot and Serial Reports (Cont)
Report Description
Serial Number Detail Report Use the Serial Number Detail report to
print information about current
serialized units of inventory items.
Vendor Lot Trace Report The vendor lot trace report enables
you to view the lot number, and
associated vendor lot number for an
item.

Profile Options
Profile Option Description
INV:Genealogy Prefix or Suffix You use this to determine if and how
the item number is displayed on the
Object Genealogy form.
INV: Target Preferred Grade Determines whether data for picking
and reservations must be filtered to
match the preferred grade that is
defined on the order line.
INV: Genealogy Delimited Allows you to pick the character that
appears between the item name and
lot number in the genealogy tree.
INV: Validate Returned Lot This profile option determines
whether a component lot that is
returned from WIP should be
validated against lots that are issued
to the same job.

Profile Options (Cont)
Profile Option Description
INV: Validate Returned Serial This profile option determines
whether component serials that are
returned from WIP should be
validated against serials that are
issued to the same job.
INV: Restrict Receipt of Serials Indicates whether the system
performs two validation checks for
serial numbers Oracle Work in
Process uses. This profile option also
indicates if you can re-receive a serial
number via an RMA receipt for an
item with serial control set at sales
order issue.

Implementation Considerations
• Do you need to implement lot control for an item?
• Does the lot expire?
• Do you need to retest the when it expires?
• Do you need to perform a specific action when the lot
expires?
• Do you consume an item over time and need to
implement child lot control?
• Do you need to pre-generate lots or can you generate
lots during transactions?
• Do your lots have specific grades?

Implementation Considerations (Cont)
• Do you need to track individual instances of each item?
• Do you want to predefine serial numbers, track them at
inventory receipt, or at sales order issue?
• Do you want serials to be unique within items, within
an organization, or across all organizations?

Summary
After completing this module you You should now be able
to do the following:
• Understand lots
• Explain parent and child lots
• Explain shelf life and lot actions
• Explain grade control
• Understand serial control
• Explain lot and serial genealogy
• Understand how to use the lot and serial reports
• Understand how to implements the lot and serial profile
options
• Recognize Implementation Considerations

Oracle Inventory r12 lot and serial control.ppt

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