Oracle Warehouse Management Labs Cycle Count Using Mobile Application

Oracle Warehouse Management
Labs
Cycle Count Using Mobile Application
E-Business Suite R12.2.6
V E R S I O N 1 . 0 | N O V E M B E R 2 0 1 7

CYCLE COUNT USING MOBILE APPLICATION
Document Control
Change Record
Date Author Version Change Reference
Nov-2017 Alexandru Olteanu
Costinel Stanila
1.0 R12.2.6 Instance
Reviewers
Name Position
Kalyani Jayagopu Support GCS
Distribution
Name Location
Global Customer Support (GCS) Global Inventory Wiki
Edgar Arroyo Project Manager

1 | CYCLE COUNT USING MOBILE APPLICATION
Table of Contents
Introduction 2
Setups 3
Define an ABC Compile 3
Define ABC Classes 4
Define ABC Groups 5
Define ABC Assignments 6
Define Cycle Count 7
Manual Schedule Cycle Count 11
Perform Full Cycle Count 13
Enter Counts Using Mobile GUI Application 15
View Cycle Count Task 15
Complete Cycle Count using Mobile GUI Application 18
Cycle Count for Plain Item (No Lot or serial control) 19
Cycle Count Lot Controlled Items 20
Cycle Count for Serial Controlled Items 21
Useful SQL 22
LPN diagnostic 23

Introduction
The Labs were created, in order to demonstrate how to Perform Cycle Count using Oracle forms for Setup and mobile
GUI for actually counting the items.
Labs were developed to assist an application support analyst by:
» Navigation through the Oracle Warehouse Management (WMS) telnet session.
» Required setup that needs to be performed prior to actually counting the Items.
» The labs will only show the support perspective information.
Perquisites
Analysts should have a basic understanding of the below modules so that the labs can be well followed.
» Oracle Inventory
» Oracle Warehouse Management
» System Administrator
Typographic Conventions Used in Oracle Application Navigation Paths in this document
(N) Whse Mgmt >Warehousing>Inventory>Counting>Cycle Count
This simplified path translates to the following:
Choose Whse Mgmt Responsibility > Navigate to Warehousing then Select Inventory and click on Counting.
After selecting Counting, users will see more type of counting functionalities.
Select Cycle Count.
Notations Used in the Lab
» (N) = Navigator
» (M) = Menu
» (T) = Tab
» (B) = Button
» (H)= Hyperlink
» (ST) = Sub Tab
If you find any inconsistencies or have any questions, please email edgar.arroyo@oracle.com

Setups
In this lesson we will cover all the setup steps that need to be performed before actually counting Items for Cycle Count.
The setups of how to create Items and On-hand are already covered in earlier lessons.
Define an ABC Compile
Define an ABC Compile
1. Login to the application and choose responsibility = Warehouse Manager
2. Navigate : Inventory Management > ABC Analysis > ABC Compiles
3. Select the organization as XX-WMSOrganization1 (XW1)
4. (B) Press New
5. Enter Compilation Criteria
 Name: XXW Labs FGI
 Description : Enter a description
 Content Scope: Subinventory (XX FGI)
 Valuation Scope: Subinventory
 Cost type: Frozen
 Compile Specification: Current on hand quantity
6. Save (B)
7. Click on Compile (B)
When the compilation has completed re-query the ABC compile. When the query return it should have values in these
additional fields:
 Compile Status = Completed
 Total Inventory Items = <value>
 Total Inventory Value = <value>
If the above 3 fields do not have a value in them the compile did not complete satisfactory. Determine problem, correct
and resubmit compile.

Define ABC Classes
1. (N) Warehouse Manager > Inventory Management > ABC Analysis >ABC Classes
 Name = XXW CLASS A
 Define class names that suit your business environment
 Use these classes to group items in your ABC compilation
 Description = XXWMS LABS CLASS A
 Similarly define class for XXW CLASS B and XXW CLASS C

Before you assign items to ABC classes, you must define an ABC group.
Define ABC Groups
Define ABC Groups
2. Navigate : Inventory Management > ABC Analysis >ABC Assignment Groups
3. Select the organization as XX-WMSOrganization1 (XW1)
4. In the ABC Assignment Groups form, press , to add new row.
5. In the ABC Assignment Groups form, Enter the following details
 ABC Group: XXW Labs Assignment Group
 Compile Name = XXW Labs FGI
Subinventory and the number of items existing in the subinventory will be defaulted
 Click on Group Classes (B)
 Priority =1

 Class Name = XXW CLASS A
 Description= XXWMS LABS CLASS A
An ABC group may have an unlimited number of ABC classes.
A rank of 1 is higher than a rank of 2 and so on.
Assign items of higher relative value to classes of higher rank.
Define ABC Assignments
2. ( N) Inventory Management >ABC Analysis >Assign Items
3. On the ABC Items form , select the ABC group as ‘ XXW Labs Assignment Group’
4. Press Find (B)
5. Verify the items assigned to the ABC group are defaulted
 Assign Sequence Number as 1, based on the number of items in your assignment compilation.
 Choose the sequence number that corresponds to the last item in each class.

 Assign Item Percent, based on your assignment on the percentage of items in your compilation.
 Choose a value from the remaining unassigned percentage of the total Number of items. For example, if
you assign 25% of your items to class A, then you must choose a value between 0% and 75% for the next
classes.
6. Press ‘Assign’ (B) to assign the items and verify the concurrent program ‘Define ABC assignments’ is submitted
and completed successfully.
Define Cycle Count
Login to the application and choose responsibility = Warehouse Manager
1. (N) Inventory Management >Counting>Cycle Counts>Click on New (B)
2. Create a Cycle Count with the following details
 Name: XXW FGI CC
 Calendar: Vision01
 Adjustment account: 01-580-7740-0000-0000
3. Under Scope and Control TAB, enter the following details for Count Controls
 Late Days: 2

 Starting Seq: 1
 Display System Qty : Yes
4. Under Scope and Control TAB, enter the following details for Count Subinventories
 Select ‘Specific’ check box
 Subinventory = XX FGI
5. Under Serial LPN and Schedule tab, Enter/Select values for Serial Control Option:
 Count: One per Request
 Detail: Quantity & Serial Number
 Adjustment: Adjust If Possible
 Discrepancy: Allowed
6. Under Serial LPN and Schedule tab, Enter/Select values for Container Option
 Adjustment: Review All Adjustments
 Discrepancy: Do not Allow

7. Under Adjustments and ABC tab, Enter the following details for Approval
 Required: If Out of tolerance
 Discrepancy: Do Not Allow
8. Under Adjustments and ABC tab , enter the following details for ABC Initialization
 Group: XXW Labs Assignment Group
 Option : (Re)initialize
 Save (Ctr+S) then system will launch Initialize cycle count items program

Once the Initialization is complete, status changes to Completed.
Key Tables
There are some of the key tables involved with Cycle counting process
mtl_cycle_count_headers
mtl_cycle_count_items
mtl_cycle_count_classes
To find the cycle count header info, use the below query
select * from mtl_cycle_count_headers where cycle_count_header_name like ‘XX%FGI%CC’

To find the cycle count items use the below query
Select * from mtl_cycle_count_headers where cycle_count_header_id= 8269; -Header id from the query result above
To find the Cycle count classes details use the below query
Select * from mtl_cycle_count_classes where cycle_count_header_id=8269;
Manual Schedule Cycle Count
Manual scheduling is the process of requesting counts for any item at any time. Request counts for specific
subinventories, locators, and items, and Set the count for any date.
2. (N) Inventory Management >Counting >Cycle Counting >Manual Requests
 Cycle Count Name: XXW FGI CC
 Select item or subinventory for counting. Subinventory: XX FGI

 Schedule Date: Default or enter the date on which Inventory is to schedule the count specified.
The date you enter cannot be before today's date and must be a valid workday as defined by the workday calendar for your cycle count.
 Indicate whether to generate count requests for this item, revision, lot, serial number, Subinventory or
locator combination even if the system on-hand quantity is zero. This may be useful in performing
exception-based counting to verify that the actual on-hand quantity is indeed zero.
 Press Save
To view the cycle count schedule data use the below query
Select * from mtl_cc_schedule_requests where cycle_count_header_id in(select cycle_count_header_id from
mtl_cycle_count_headers where cycle_count_header_name like 'XXW%FGI%CC');

Perform Full Cycle Count
2. (N) Inventory Management > Counting > Cycle Counting >Cycle Counts
 Name : Query for XXW FGI CC
 Menu >Tools > Perform full Cycle Count
 Enter parameters for the 3 Programs in the Request Set.
3. Enter the following parameter for Program = Generate automatic schedule requests
 All Cycle Counts: No
 Include Control Items: No

4. Enter the following parameter for Program = Generate cycle count requests
 All Cycle Counts: No
5. Enter the following parameter for Program = Cycle Count Listing
 Cycle Count Name: XX FGI CC
 Start Date: Enter Default Date
 End Date: Enter Default Date
 Include Recounts Only: No
 Subinventory: XX FGI
 Display Serial Numbers: Yes
 Display Onhand Quantities: Yes
 Items to include: All

Enter Counts Using Mobile GUI Application
After the Perform Full Cycle count request set is completed successfully, users will be able to enter the Count quantities
from MSCA GUI. Before launching the GUI check the related Tasks in Warehouse Control Board
View Cycle Count Task
1. (N) Warehouse Manager >Inquiry >Warehouse Control Board
2. In the Find Tasks form, Under Status section , select Pending , Active
3. Select ‘Warehousing’ check box
4. Under Choose Warehousing Tab , select the following details
a. Cycle count Tasks; Yes
5. (B) Press Find

 Select the Task and Manage (B)
 Status: Queued
 Assign Employee : Stock, Ms Pat
Assign the task to an Employee which has Counting roles
 Choose Execute Now (B)

Complete Cycle Count using Mobile GUI Application
Now we will complete the Tasks using the Mobile GUI application
1. (N) WMS Mobile Responsibility >Tasks > Directed Tasks > Warehousing > Counting
2. Select Organization Code as XW1
3. Choose and Press Done (B) in Choose Eqp/Sub page
4. Confirm details for: Item/Locator/Count Quantity and click on Save/Next Item (B)

Cycle Count for Plain Item (No Lot or serial control)
In this section we will show how the cycle count tasks is performed from the Mobile GUI application for Plan item (No Lot
or serial control)
1. Login in to the Mobile GUI Application using responsibility = Whse Mgmt
2. Navigate (N) Warehousing >Inventory > Counting > Cycle Count> Normal
3. Select Organization as ‘XW1’ from the List
4. Select ‘XXW FGI CC’ as Name
5. Select ‘XX FGI’ as Sub
6. Select ‘XX1.1.1’ as locator
7. Select XX-556 as Item
8. Confirm Count Quantities
9. Select and Press Save/Next Item (B)

Cycle Count Lot Controlled Items
In this section we will show how the cycle count tasks is performed from the Mobile GUI application for Lot Controlled Items
7. Select XX-557 as Item
As the Item is under Full lot control, the system will prompt for Lot information. Confirm the Lot Number and quantities

On-hand quantities are split into 2 Lot numbers and hence, system will ask to confirm second Lot number that was used.
8. Enter Quantities for the remaining Lot number by selecting the Next Lot (B)
9. Press Save/Next Item (B) to complete the Transaction
Cycle Count for Serial Controlled Items
In this section we will show how the cycle count tasks is performed from the Mobile GUI application for Lot Controlled Items

7. Select ‘XX-558’ as Item
8. Avail Qty: 9
9. Select quantity
10. As the Item is under Serial Number control, the system will prompt for Serial Number information.
11. Users can either choose to count a single Serial number at a time, or they could enter multiple Serial numbers
at once.
12. If multiple serials are counted at the same time, the system will show the remaining serial numbers that need to
be counted and confirmed.
Useful SQL

Use the below query to find the cycle count entries for a particular cycle count
Select *
from mtl_cycle_count_entries
where cycle_count_header_id in(select cycle_count_header_id
from mtl_cycle_count_headers where cycle_count_header_name like 'XXW%FGI%CC');
LPN diagnostic
The LPN diagnostics can be run in two ways.
1. From Desktop:
The diagnostic is included in R12.1.3 with Logistics RUP5 and higher (or with Patch 12883282.R12.WMS.It is also
included in R12.2. See the following note for details:
Note 1913250.1 : 12.1.x and 12.2.x License Plate Number (LPN) Diagnostics Run from Desktop
From Desktop:
 Navigation > Application Diagnostics > Diagnose
 Select the “Select Applications” Tab
 Select search by drop down and select Application Short Name from the list of values and press tab key in the
key Board.
 Enter “WMS” and press the Go (B).
 Check the box next to WMS and click the Select button on the right side Top of the Screen.

 Expand the LPN section.
 Select the check box next to “LPN Transaction” and Press the Execute Button at the bottom of the screen.
 Select the responsibility id from list of values (Select Warehouse Manager Responsibility)
 Enter the License Plate Number as ‘LPN258XX’
 Press ‘Submit’ button
 Once request is completed , you can either view or download the report

 The report shows all the transaction information about the LPN
Output screenshots:

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Oracle Warehouse Management Labs Cycle Count Using Mobile Application

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