R12 features presentation inventory management

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  • SmartDog Services is the Oracle Customer’s Best Friend. Focused solely on the Oracle community for more than 2 decades, we offer the best consultants to meet your needs.
  • The objective for Material Status Control is to control the movement and usage of material in a warehouse. Material Status Control will make it possible to specify specific allowable behavior for portions of on-hand inventory that may have distinct differences due to grade, quality, or maturity level.In a manufacturing system, there may be two distinct lifecycles that occur for a product. The product lifecycle is the progression the product makes from its initial conception and design through to obsolescence. This is related to the particular item. The material lifecycle is the progression of material within your warehouse from the point it is received to the point that it is shipped or becomes expired. The material status is related to the particular instance of an item, so that different instances of an item can have different material statuses. The material lifecycle may also include exceptions that happen during the time material is in your warehouse, including holding, marking as defective, or reworking.Item Status fully supports modeling a product lifecycle within Oracle Applications. However, the ability to model material lifecycle is limited. Material Status will improve upon that functionality, offering the user a great deal of power and flexibility for modeling the material lifecycle and material exceptions. Some of the most popular requirements for status control is to control whether or not material is allowed to be picked and / or shipped on an internal order, picked and / or shipped to a customer, or issued for a production job. In addition, some material may need to be quarantined until some activity such as inspection is performed. For example, a returned part that needs to be reworked before it can be resold or reused may be assigned a “rework” status.
  • In highly regulated industries there is the requirement to strictly separate the change of material status from the physical movement of material. For all industries, it is important that the movement of material not result in an accidental change of material status.On-hand Material Status allows a lot to have multiple statuses in different locators AND multiple statuses for different lots in the same locator.On-hand inventory tracks which items are stored in a given subinventory, locator. Lot number information is available in on-hand inventory. The quantity of serialized items is tracked in on-hand inventory, but the serial numbers themselves are tracked separately.
  • If you do not enable status control, then the transaction type is always allowed.
  • System will over or under allocate accordingly so that only full lots are chosen.Indivisible lots may be manually split, but other transactions for partial quantities are prevented.
  • In the meat, poultry, metals or chemicals industry, "catch weight" is a term used to trackinventory simultaneously in two different units of measure. To run their businesses,these industries need to know both the number of cases, bars or drums of product storedas well as the weight or potency of that product. Prices are calculated based on theshipment weight of the product not on the number of cases or units shipped. OracleInventory's Dual Unit of Measure Control enables users to transact inventory in twounrelated units of measure where the conversion between the measures vary from lot tolot or from one transaction to the next.
  • In certain business models, specific supply is secured for a given end customer order. Inthese cases, availability can be guaranteed by creating reservations against on handinventory or the purchase order or work order that were created to fulfill the customerorder. Warehouse managers may want to use a specific lot being built in manufacturingor an item expected on a purchase order for a sales order or any other demand to ensureavailability. This feature facilitates planned crossdocking in the warehouse and allows itto meet its crossdocking objectives by reserving the most appropriate inbound receipts foran outbound shipment
  • R12 features presentation inventory management

    1. 1. Oracle Inventory Management R12 Features and Highlights Your friend in the business. 1
    2. 2. R12 Features-Inventory Management• Material status control• Lot genealogy and advanced lot control• Purchasing by revision yet not tracking revisions in inventory• Dual unit of measure control• Increased move order allocation flexibility• Material aging workflow• Reserving expected supply such as purchase orders• Inter-org and RMA packing slips 2
    3. 3. INV: Material Status Control Item Status (item master) Maintain / Design Beta Production Obsolete Service Material Lifecycle (each individual inventory instance of an item) Uninspected Immature Defective Active Expired 33
    4. 4. Material Status Control:• Provides a granular control over each inventory transaction that applies to specific material within the warehouse or manufacturing facility• Restricts the movement and usage of portions of on-hand inventory.• Controls allowed and disallowed transaction types.• Can determine whether products with a particular status can be reserved, included in ATP calculations or netted in production planning.• Material Status can be assigned at four levels: • Subinventory • Locator • Lot • Serial 4
    5. 5. On-hand Material Status On hand status • Allows strict separation of responsibility between material transfer and status Loc: RECV update • Allows multiple statuses for a lot in different locators AND multiple statuses for different lots in the same locator • Track and update status of material at the Lot A: QCHOLD Lot B: QCHOLD on-hand level (e.g. Loc: MFG-STAGE item/subinventory/locator/lot combination) Lot A: USEATRISK Lot C: ACTIVE 55
    6. 6. Material Status Examples Almost Status Active Hold Immature Mature Picking, Picking or Shipping, Shipping Shipping for Disallows None and for customers Production customers Picking or Subinventory Shipping Picking for Allows All transfers for customer internal orders 66
    7. 7. Enable Material Status Control on Transaction Types: Specify which transaction type is restricted by status 7
    8. 8. Define Material Status Code: Specify planning attributes for material status Specify allowed & disallowed transations for material status 8
    9. 9. Implementation Considerations Implementation Tips / Best Practices Subinventory / locator status • When is material status at subinventory/Locator level appropriate? • Material of different status separated into different locations • Update status of material by transferring Sub MRB: Hold Sub EACH: Active material to sub/loc of desired status • When is material status at onhand level appropriate? – Two lots will have different lot status across in the same subinventory – Update status of material without moving the material Lot A: Immature Lot B: Mature 99
    10. 10. Implementation Considerations Implementation Tips / Best Practices Serial status – When is material status at serial level appropriate? • Status assigned to each serial • Status of material updated by: – Update status of serial number SN: 223356 SN: 223356 – Move material to sub/loc of desired status (non on-hand material status orgs Defective Active only) • Tracking planning attributes (nettable/ATPable/reservable) not required 1010
    11. 11. INV: Lot genealogy & advanced lot control Lot Genealogy Enhancements:• Highlight a particular item lot on the genealogy tree and toggle between the Where Used and Source tabs using the highlighted item lot as the top level node in the tree structure. This allows the user to refresh the tree with a different top level node without being forced to go back to the query window.• The lot and serial genealogy inquiries have been consolidated. Users now have a combined view of lot and serial genealogy in one inquiry.• The users can see the direct genealogy construct between the parent lot assembly and child lot components in the genealogy form.• Through a new tab on the genealogy form, users can now directly access Oracle Discrete or OPM Quality’s inspection results. 11
    12. 12. Lot Genealogy form: 12
    13. 13. Advanced Lot Control: New lot attributes introducedLot Expiration: Retest Interval, Expiration Action Interval, Expiration New Lot Expiration Attributes 13
    14. 14. Lot : Maturity Days, Hold Days, Grade Controlled, Default Grade New Lot Attributes 14
    15. 15. Child Lot : child lot Enabled, Child Generation, Prefix, StartingNumber, Copy Lot Attributes, Format Validation New Child Lot Attributes to enable sublot control 15
    16. 16. Lot level UOM Conversion:• Conversions can be created or modified for specific lots• Lot level conversions automatically stored as a part of initial receipttransactions for item.• Update conversions for the lot and automatically adjust on handbalances accordingly• View Lot level conversions in lot maintenance form 16
    17. 17. Lot Indivisibility: Indicates whether lots for this item can be divided 17
    18. 18. INV: Purchasing by revision• Purchasing by revision has been enhanced to be usedfor items which are revision controlled whenpurchased, but not revision controlled in inventory•The profile option “INV: Purchasing by Revision”controls whether an item revision be specified onpurchase requisitions generated by Min-Max, Reorderpoint or Kanban planning• Purchasing by Revision has been enhanced to be usedfor non-revision controlled items, as well as revisioncontrolled items.•The latest revision will be defaulted onto the purchaserequisition. 18
    19. 19. Purchasing by Revision: Setup and Process INV SETUP PROCESS Create non-revision controlled item Enable Purchasing By Revision Create item revision Setup Min-Max Planning, Re-order Point Planning, Run Min-Max Planning, or Kanban Replenishment Re-order Point Planning, or replenish Kanban Generate purchase requisitions 1919
    20. 20. INV: Dual Unit of Measure control• Transact, reserve, check on-hand and availability in multipleunits of measure•Even without constant conversion, quantity can be tracked intwo units of measures.• For planning and costing, primary units of measure is used• Oracle Receiving, Shipping Execution, Order Management,Inventory, WMS and process manufacturing modules honordual UOM 20
    21. 21. Dual Unit of Measure: Setup Define tracking for single or dual UOM Specify defaulting logic for secondary UOM 21
    22. 22. Dual Unit of Measure: Transaction Enter Secondary quantity during transaction 22
    23. 23. Dual Unit of Measure: On-hand Material View on- hand and availability in both UOMs 23
    24. 24. INV: Material Aging Workflow•Material aging workflow allows user to be notified about specificdate attributes of lot or serial.•A Concurrent request is designed to take action on any dateattributes like Expiration date, retest date, maturity date or othertypes of dates.•Default workflow sends notification, but can be customized tosupport any functionality.•This workflow can be leveraged to create work orders, sendnotifications to planners, update material status or request amovement of expired product to a quarantine or inspection area.•This functionality is offered in a new concurrent request in OracleInventory which can search for any date attribute of a lot or serialand will initiate the workflow for the lot or serial if the dateattribute is within a user specified range around the current date. 24
    25. 25. INV: Reserving Expected Supply such as Purchase Orders•Reservations functionality now supports reservations toexpected supplies such as purchase orders, internalrequisitions, ASNs, work orders and process manufacturingbatches. 25
    26. 26. INV: Inter-org & RMA packing slips•Inventory Packing slip can be printed for non customer shipmentslike inter org transfers, return to vendor, etc.•This report needs to be printed manually upon completinginventory transaction. 26
    27. 27. Packing Slip: Report Output sample 27
    28. 28. Questions and Answers? 28

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