R12 Oracle Inventory Management, New Features

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To understand following features:
OPM Inventory conversion.
Material traceability: Enhanced material control
Dual UOM functionality.
Material Status control.
Advanced Lot control.
Lot indivisibility functionality.
Material aging workflow.

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  • Material Statuses are enforced through Oracle User Interfaces only, not through Open interfaces.
  • R12 Oracle Inventory Management, New Features

    1. 1. Changed Features in R12 Inventory A Webinar Presents
    2. 2. Agenda <ul><ul><li>To understand following features: </li></ul></ul><ul><ul><li>OPM Inventory conversion. </li></ul></ul><ul><ul><li>Material traceability: Enhanced material control </li></ul></ul><ul><ul><li>Dual UOM functionality. </li></ul></ul><ul><ul><li>Material Status control. </li></ul></ul><ul><ul><li>Advanced Lot control. </li></ul></ul><ul><ul><li>Lot indivisibility functionality. </li></ul></ul><ul><ul><li>Material aging workflow. </li></ul></ul>
    3. 3. OPM Inventory Convergence <ul><ul><li>Structural changes in Inventory Organization </li></ul></ul><ul><ul><li>Benefits of OPM Inventory convergence </li></ul></ul>
    4. 4. Changed features for Inventory Process Convergence <ul><li>Oracle Process Inventory Obsolescence </li></ul><ul><li>OPM Functionalities are supported by Oracle Inventory </li></ul><ul><li>New features pertaining to OPM </li></ul><ul><ul><ul><li>Dual unit of Measure control </li></ul></ul></ul><ul><ul><ul><li>Material status control </li></ul></ul></ul><ul><ul><ul><li>Advanced Lot Control </li></ul></ul></ul><ul><ul><ul><li>Support for Indivisible lot </li></ul></ul></ul><ul><ul><ul><li>Material Aging workflow. </li></ul></ul></ul>
    5. 5. Oracle Process Inventory Obsolescence: Before Order Management Procurement ASCP OPM Inventory Discrete Inventory OPM Production OPM Costing OPM Quality WIP Costing Quality
    6. 6. Oracle Process Inventory Obsolescence: After Order Management Procurement ASCP Oracle Inventory OPM Production OPM Costing OPM Quality WIP Costing Quality
    7. 7. Advantages: Oracle Process Inventory Obsolesces <ul><li>Single Item Master to be maintained. </li></ul><ul><ul><ul><li>Process Attributes are added to Item definition </li></ul></ul></ul><ul><ul><ul><li>Dual quantity tracking for item. </li></ul></ul></ul><ul><li>Combined view of Inventory </li></ul><ul><ul><ul><li>On-Hand balance in one application </li></ul></ul></ul><ul><ul><ul><li>Inventory transacted by one system </li></ul></ul></ul><ul><li>Integrated Supply Chain </li></ul><ul><ul><ul><li>Seamless integration to other products like WMS & MSCA available to Process users. </li></ul></ul></ul>
    8. 8. Advantages: Oracle Process Inventory Obsolesces <ul><li>Dual Units of Measure control </li></ul><ul><li>Material Status control </li></ul><ul><li>Advanced Lot control </li></ul><ul><li>Lot Indivisibility </li></ul><ul><li>Material Aging Workflow </li></ul>
    9. 9. A. Inventory tracking in Dual Units of Measure <ul><li>Explanation </li></ul><ul><li>Set up and Process </li></ul><ul><li>Dependencies and Interactions. </li></ul>
    10. 10. Description <ul><li>Even without constant conversion, quantity can be tracked in two Units of Measures. </li></ul><ul><li>Transact, reserve, check on-hand and availability in multiple Units of Measure. </li></ul><ul><li>For Planning and Costing, Primary Units of Measure is used. </li></ul>
    11. 11. Dual Units of Measure: Set up Define Tracking for Single or Dual UOMs Specify defaulting logic for secondary UOM
    12. 12. Dual Units of Measure control: Transaction Enter Secondary Quantity at Receipt and all subsequent transactions
    13. 13. Dual Units of Measure control: On-Hand material View on hand and availability in both UOMs
    14. 14. Dual Units of Measure control: Dependencies and Interactions <ul><li>Oracle Receiving, Shipping Execution, Order Management, Inventory, WMS and the process manufacturing modules will honor dual UOM </li></ul><ul><li>If another module in e-Business suit or third party application posts a transaction to inventory via transaction open interface that does not indicate the secondary quantity, the default conversion is used. </li></ul>
    15. 15. B. Enhanced Material control by Material Statuses <ul><li>Introduction </li></ul><ul><li>Set up and processes </li></ul><ul><li>Dependencies and Interactions </li></ul>
    16. 16. Description: <ul><li>Material Status </li></ul><ul><ul><ul><li>List of Allowed and Disallowed transactions </li></ul></ul></ul><ul><ul><ul><li>Determination of whether or not the product is nettable, Reservable & ATP-able. </li></ul></ul></ul><ul><li>Applied to Lot, Serial, Sub inventory & Locator </li></ul><ul><ul><ul><li>Assigned at receipt of new lot or serial </li></ul></ul></ul><ul><ul><ul><li>Assigned in Sub inventory and Locator forms </li></ul></ul></ul><ul><ul><ul><li>Disallowed transactions and planning actions are cumulative </li></ul></ul></ul><ul><ul><ul><li>Location status applies to material in location and not Location </li></ul></ul></ul>
    17. 17. Description: <ul><li>Update status in material workbench or mobile status update forms </li></ul><ul><li>Status change history report </li></ul><ul><li>View On-Hand balances by Material status. </li></ul>
    18. 18. Profile Option set up required to enable Material Status:
    19. 19. Material Status control setup: Enable Transaction Specify which transaction types can be restricted by status
    20. 20. Material Status control setup: Define Status code Specify planning attributes for material status Specify allowed and disallowed transactions for this material status
    21. 21. Material Status control setup: Enable Item Enable status control selectively for Items
    22. 22. Material Status Control Process- Perform Transaction <ul><li>Status restrictions enforced during transactions </li></ul><ul><ul><ul><li>Transactions prohibited by status at any level will not be allowed. </li></ul></ul></ul><ul><ul><ul><li>Material will not be allocated for transaction not allowed to complete. </li></ul></ul></ul>
    23. 23. Material Status Control: Dependencies and Interactions <ul><li>Oracle Receiving, Shipping Execution, Advanced Planning and Scheduling, Inventory and Process manufacturing modules will honor material status. </li></ul><ul><li>If another module in e-Business suit or third party application posts transaction to inventory via transaction open interface that violated material status restriction, that transaction will be allowed. </li></ul>
    24. 24. C. Improved Lot Traceability <ul><li>Additional Lot attributes </li></ul><ul><ul><ul><li>Grade, Origination, Retest Date, Expiration Action Code, Expiration Action Date, Maturity Date, Hold Release Date. </li></ul></ul></ul><ul><li>Sub-Lot tracking </li></ul><ul><li>Lot-level UOM conversions </li></ul><ul><li>Indivisibility of Lots </li></ul>
    25. 25. Additional Lot Attributes: <ul><li>Grade, Origination, Retest Date, Expiration Action Code, Expiration Action Date, Maturity Date, Hold Release Date. </li></ul><ul><li>Grade attributes allowed for allocating a particular grade of material for specific customer or order. </li></ul><ul><li>Expiration action code allows for particular action to be taken on material when lot has expired. </li></ul>
    26. 26. Sub-Lot tracking: <ul><li>Sub-Lot: A lot with parent </li></ul><ul><li>Sub-Lot numbers & Parent numbers can be generated at receipt. </li></ul><ul><li>Search for material by Lot or Sub-Lot. </li></ul><ul><li>Automatically name lots as a concatenation of parent lot and sub-lot name. </li></ul>
    27. 27. Sub-Lot Track: Set up Enable Sublot Control on Item Master
    28. 28. Sub-Lot track: process Parent Lot number entered during transaction for sublot controlled Items
    29. 29. Lot level UOM Conversion: <ul><li>Conversions can be created or modified for specific lots </li></ul><ul><li>Lot level conversions automatically stored as a part of initial receipt transactions for item. </li></ul><ul><li>Update conversion for the lot and automatically adjust on-hand balances accordingly. </li></ul><ul><li>View lot level conversions in lot maintenance form </li></ul>
    30. 30. Lots Indivisibility: <ul><li>Need for Lot Indivisibility </li></ul><ul><li>Item attribute to determine Indivisibility </li></ul><ul><li>System will over or under allocate accordingly so that only full lots are chosen </li></ul><ul><li>Indivisible lots may be manually split, but other transactions for partial quantities are prevented </li></ul><ul><ul><ul><li>Exception for receipt into same locator and miscellaneous issue </li></ul></ul></ul>
    31. 31. Lot Indivisibility: Set up ‘ Lot Divisible’ flag indicates whether lots of this Item can be divided
    32. 32. Management of Aging of Material <ul><li>Material aging workflow: allows user to be notified about specific date attributes of lot or serial. </li></ul><ul><li>Concurrent Request: Designed to take action on any date attributes. </li></ul><ul><ul><ul><li>The date attributes usually are Expiration date, retest date, maturity date or other types of dates. </li></ul></ul></ul>
    33. 33. Management of Aging of Material <ul><li>Workflow is initiated when the given date attribute is within the given number of days of current date defined in concurrent request. </li></ul><ul><li>Default workflow sends notification, but can be customized to support any functionality. </li></ul>
    34. 34. Lot Genealogy Enhancement: <ul><li>The enhancement is incorporated in the lot genealogy form to allow user to: </li></ul><ul><li>Highlight a particular item lot on a genealogy tree </li></ul><ul><li>Toggle between the tabs like ‘where used’ & ‘source’ using highlighted item lot as a top node in the tree. </li></ul>
    35. 35. Lot Genealogy Enhancement: <ul><li>The enhancement is incorporated in the lot genealogy form to allow user to: </li></ul><ul><li>Refresh the tree with different top level nodes without being forced to go back to query window </li></ul><ul><li>View more level of details in the left side navigator where lot branches are expanded before they are forced to scroll horizontally. </li></ul>
    36. 36. Summery <ul><li>We have learnt about: </li></ul><ul><li>OPM inventory conversion </li></ul><ul><li>Dual UOM functionality </li></ul><ul><li>Material Status control </li></ul><ul><li>Advanced Lot control </li></ul><ul><li>Lot Indivisibility </li></ul><ul><li>Aging of material </li></ul><ul><li>Lot Genealogy Enhancement </li></ul>
    37. 37. iWare Logic's E- Business Suite Services <ul><li>iWare Logic, an Oracle Gold Partner, focuses on Oracle Enterprise Applications. Our competitive rate structure represents value that is unique in professional services today. </li></ul><ul><li>iWare Logic's E- Business Suite Expertise: </li></ul><ul><li>Financials, Supply Chain, HRMS, CRM </li></ul><ul><li>iWare Logic's E- Business Suite Services Offered: 11i & R12 </li></ul><ul><li>Implementing Consultancy </li></ul><ul><li>Customization </li></ul><ul><li>Upgrade </li></ul><ul><li>Testing </li></ul><ul><li>Support </li></ul><ul><li>Training </li></ul>
    38. 38. Questions and Answers
    39. 39. Thank You <ul><li>iWare Logic Technologies Pvt. Ltd. </li></ul><ul><li>Aditi Samruddhi, </li></ul><ul><li>Baner, Pune , </li></ul><ul><li>India - 411045 </li></ul><ul><li>Email: [email_address] </li></ul><ul><li>Website: www.iwarelogic.com </li></ul>

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