Oracle Inventory Management R12 includes several new features and enhancements: 1) It allows for more granular control over material statuses at the subinventory, locator, lot, and serial number levels. 2) Lot genealogy tracking and controls have been expanded with new attributes and views. 3) Purchasing can be done by revision for both revision-controlled and non-revision controlled items. 4) Inventory transactions can be done using dual units of measure. 5) Material aging workflows automatically monitor expiration and retest dates. 6) Reservations now support expected supplies like purchase orders. 7) Packing slips can be printed for internal transactions like inter-org transfers.

1. Oracle Inventory Management
R12 Features and Highlights
Your friend in the business.
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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
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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
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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
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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
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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
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7. Enable Material Status Control on Transaction Types:
Specify which
transaction type is
restricted by status
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8. Define Material Status Code:
Specify planning
attributes for
material status
Specify allowed &
disallowed
transations for
material status
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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
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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
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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.
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12. Lot Genealogy form:
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13. Advanced Lot Control: New lot attributes introduced
Lot Expiration: Retest Interval, Expiration Action Interval, Expiration
New Lot
Expiration
Attributes
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14. Lot : Maturity Days, Hold Days, Grade Controlled, Default Grade
New Lot
Attributes
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15. Child Lot : child lot Enabled, Child Generation, Prefix, Starting
Number, Copy Lot Attributes, Format Validation
New Child Lot
Attributes to
enable sublot
control
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16. Lot level UOM Conversion:
• Conversions can be created or modified for specific lots
• Lot level conversions automatically stored as a part of initial receipt
transactions for item.
• Update conversions for the lot and automatically adjust on hand
balances accordingly
• View Lot level conversions in lot maintenance form
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17. Lot Indivisibility:
Indicates
whether lots
for this item
can be divided
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18. INV: Purchasing by revision
• Purchasing by revision has been enhanced to be used
for items which are revision controlled when
purchased, but not revision controlled in inventory
•The profile option “INV: Purchasing by Revision”
controls whether an item revision be specified on
purchase requisitions generated by Min-Max, Reorder
point or Kanban planning
• Purchasing by Revision has been enhanced to be used
for non-revision controlled items, as well as revision
controlled items.
•The latest revision will be defaulted onto the purchase
requisition.
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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
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20. INV: Dual Unit of Measure control
• Transact, reserve, check on-hand and availability in multiple
units of measure
•Even without constant conversion, quantity can be tracked in
two 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 honor
dual UOM
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21. Dual Unit of Measure: Setup
Define
tracking for
single or dual
UOM
Specify
defaulting
logic for
secondary
UOM
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22. Dual Unit of Measure: Transaction
Enter
Secondary
quantity
during
transaction
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23. Dual Unit of Measure: On-hand Material
View on-
hand and
availability
in both
UOMs
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24. INV: Material Aging Workflow
•Material aging workflow allows user to be notified about specific
date attributes of lot or serial.
•A Concurrent request is designed to take action on any date
attributes like Expiration date, retest date, maturity date or other
types of dates.
•Default workflow sends notification, but can be customized to
support any functionality.
•This workflow can be leveraged to create work orders, send
notifications to planners, update material status or request a
movement of expired product to a quarantine or inspection area.
•This functionality is offered in a new concurrent request in Oracle
Inventory which can search for any date attribute of a lot or serial
and will initiate the workflow for the lot or serial if the date
attribute is within a user specified range around the current date.
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25. INV: Reserving Expected Supply such
as Purchase Orders
•Reservations functionality now supports reservations to
expected supplies such as purchase orders, internal
requisitions, ASNs, work orders and process manufacturing
batches.
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26. INV: Inter-org & RMA packing slips
•Inventory Packing slip can be printed for non customer shipments
like inter org transfers, return to vendor, etc.
•This report needs to be printed manually upon completing
inventory transaction.
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27. Packing Slip: Report Output sample
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28. Questions and Answers?
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