Oracle R12 Apps - Inventory Module Setup Steps

1. Oracle R12 Apps - Inventory Module Setup Steps
Refer: http://learnoraclecsbscm.blogspot.com
Oracle Inventory – Setups steps to be followed during the implementation.
Step# Setup Description Remarks
1
Setup System Administrator
Responsibility
For User Creations & Printer
Setups
Required
2
Define Inventory Key
Flexfields
To set HR Employee & Inventory
Item Flexifields
Required
3 Define Locations
To define locations for the
inventory orgs, operating units.
Required
4 Define Personnel Define employees, jobs, positions
Prerequisite setup for
Inventory.
5
Define Organization
Calendars
To define period types,
transaction calendars & workday
calendar.
Required
6 Define Organizations
To create Legal entities, Ledgers,
Business Group, Operating Units,
Master org & Inventory org.
Required
7
Define Organization
Parameters
To define Inventory Parameters,
Costing, Accounting, Item Control
& Inter org information.
Required
8
Define Intercompany
Relations
To define intercompany relation
between the organizations
Required
9 Define Receiving Options
To define receiving parameters
for the organizations
Optional
10
Define Unit of Measurement
Classes
To define the unit of
measurement classes
Required
11
Define Unit of
Measurements
Define the units of measure for
supply of items.
Required
12
Define Unit of Measurement
Conversions
Define the conversion factors for
the unit of measurements
Optional
13 Define Subinventories
Define Supply, Storage
subinventories for the
organization
Required
14 Define Stock Locators
Define the locators for the
subinventories
Required
15 Define Item Attributes
Define the Item Attributes
controls to control the items in
the org,
Required
16 Define Categories Define Item Categories Required
17 Define Category Set
Define Item, Purchasing Category
Sets
Required
18 Define Default Category Set
Define Inventory, Purchasing
Category Sets
Required
19 Define Statuses Define Item Statuses Required
20 Define Item Catalog Groups Define Item Catalog Groups Optional
21 Define Item Types To Define Item Types Optional

2. 22 Define Item Templates
To Define Templates for defining
items in the org
Optional
23
Define Cross Reference
Types
To Define Item Cross References Optional
24
Define Item Delete
Constraints
To Define Item deletion
Constraints
Optional
25 Define Cost Types
To Define Cost Type for the
Organization
Required
26 Define Cost Activities To Define Cost Activities Optional
27
Define Material Sub-
Elements
To Define Material Sub-elements Optional
28 Define Material Overheads To Define Material Overheads Optional
29
Define Default Material
Overheads Rates
To Define the Default Material
Overheads rates
Optional
30 Define Freight Carriers To Define the Freight carries Optional
31 Define Shipping Networks
To Define the Shipping Network
Setup within the orgs for Inter
org Transfers & Internal Orders
Optional
32 Define Shipping Methods To Define the Shipping Methods Optional
33
Define Transaction Sources
Types
To Define the Transaction Source
types required for the org.
Optional
34 Define Transaction Types
To Define the Transaction types
required for the org.
Optional
35 Define Transaction Reasons
To Define the Transaction
Reasons
Optional
36 Define Purchasing Options
Define Purchasing options for
each operating units
Optional
37 Open Accounting Periods
Open the Accounting periods
based on the periods
Required
38 Set Profile Options
To set the required profile
options based on the business
needs
Required
39 Define Container Types
To define the container type
details
Optional
40 Define Commodity Codes To define Commodity codes Optional
41 Define Customer Items
To define the customer item
details against the items
Optional
42 Define Item Cross Reference
Define item cross references for
ordering by customer part
number or any generic item
number.
Optional
43 Define Items
Define the Items which are to be
purchased.
Required
Please refer my blog for more details: http://learnoraclecsbscm.blogspot.com