The document presents an overview of new features in Oracle's R12 Inventory system, focusing on enhancements like dual unit of measure functionality, material status control, and advanced lot control. It discusses the benefits and processes related to these features, including material traceability and aging workflows, along with the implications of inventory obsolescence. Additionally, it outlines the consultancy services provided by iware logic, an Oracle Gold partner, in relation to implementing and supporting Oracle enterprise applications.

1. Changed Features in R12 Inventory A Webinar Presents

2. Agenda 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.

3. OPM Inventory Convergence Structural changes in Inventory Organization Benefits of OPM Inventory convergence

4. Changed features for Inventory Process Convergence Oracle Process Inventory Obsolescence OPM Functionalities are supported by Oracle Inventory New features pertaining to OPM Dual unit of Measure control Material status control Advanced Lot Control Support for Indivisible lot Material Aging workflow.

5. Oracle Process Inventory Obsolescence: Before Order Management Procurement ASCP OPM Inventory Discrete Inventory OPM Production OPM Costing OPM Quality WIP Costing Quality

6. Oracle Process Inventory Obsolescence: After Order Management Procurement ASCP Oracle Inventory OPM Production OPM Costing OPM Quality WIP Costing Quality

7. Advantages: Oracle Process Inventory Obsolesces Single Item Master to be maintained. Process Attributes are added to Item definition Dual quantity tracking for item. Combined view of Inventory On-Hand balance in one application Inventory transacted by one system Integrated Supply Chain Seamless integration to other products like WMS & MSCA available to Process users.

8. Advantages: Oracle Process Inventory Obsolesces Dual Units of Measure control Material Status control Advanced Lot control Lot Indivisibility Material Aging Workflow

9. A. Inventory tracking in Dual Units of Measure Explanation Set up and Process Dependencies and Interactions.

10. Description Even without constant conversion, quantity can be tracked in two Units of Measures. Transact, reserve, check on-hand and availability in multiple Units of Measure. For Planning and Costing, Primary Units of Measure is used.

11. Dual Units of Measure: Set up Define Tracking for Single or Dual UOMs Specify defaulting logic for secondary UOM

12. Dual Units of Measure control: Transaction Enter Secondary Quantity at Receipt and all subsequent transactions

13. Dual Units of Measure control: On-Hand material View on hand and availability in both UOMs

14. Dual Units of Measure control: Dependencies and Interactions Oracle Receiving, Shipping Execution, Order Management, Inventory, WMS and the process manufacturing modules will honor dual UOM 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.

15. B. Enhanced Material control by Material Statuses Introduction Set up and processes Dependencies and Interactions

16. Description: Material Status List of Allowed and Disallowed transactions Determination of whether or not the product is nettable, Reservable & ATP-able. Applied to Lot, Serial, Sub inventory & Locator Assigned at receipt of new lot or serial Assigned in Sub inventory and Locator forms Disallowed transactions and planning actions are cumulative Location status applies to material in location and not Location

17. Description: Update status in material workbench or mobile status update forms Status change history report View On-Hand balances by Material status.

18. Profile Option set up required to enable Material Status:

19. Material Status control setup: Enable Transaction Specify which transaction types can be restricted by status

20. Material Status control setup: Define Status code Specify planning attributes for material status Specify allowed and disallowed transactions for this material status

21. Material Status control setup: Enable Item Enable status control selectively for Items

22. Material Status Control Process- Perform Transaction Status restrictions enforced during transactions Transactions prohibited by status at any level will not be allowed. Material will not be allocated for transaction not allowed to complete.

23. Material Status Control: Dependencies and Interactions Oracle Receiving, Shipping Execution, Advanced Planning and Scheduling, Inventory and Process manufacturing modules will honor material status. 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.

24. C. Improved Lot Traceability Additional Lot attributes Grade, Origination, Retest Date, Expiration Action Code, Expiration Action Date, Maturity Date, Hold Release Date. Sub-Lot tracking Lot-level UOM conversions Indivisibility of Lots

25. Additional Lot Attributes: Grade, Origination, Retest Date, Expiration Action Code, Expiration Action Date, Maturity Date, Hold Release Date. Grade attributes allowed for allocating a particular grade of material for specific customer or order. Expiration action code allows for particular action to be taken on material when lot has expired.

26. Sub-Lot tracking: Sub-Lot: A lot with parent Sub-Lot numbers & Parent numbers can be generated at receipt. Search for material by Lot or Sub-Lot. Automatically name lots as a concatenation of parent lot and sub-lot name.

27. Sub-Lot Track: Set up Enable Sublot Control on Item Master

28. Sub-Lot track: process Parent Lot number entered during transaction for sublot controlled Items

29. 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 conversion for the lot and automatically adjust on-hand balances accordingly. View lot level conversions in lot maintenance form

30. Lots Indivisibility: Need for Lot Indivisibility Item attribute to determine Indivisibility 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 Exception for receipt into same locator and miscellaneous issue

31. Lot Indivisibility: Set up ‘ Lot Divisible’ flag indicates whether lots of this Item can be divided

32. Management of Aging of Material Material aging workflow: allows user to be notified about specific date attributes of lot or serial. Concurrent Request: Designed to take action on any date attributes. The date attributes usually are Expiration date, retest date, maturity date or other types of dates.

33. Management of Aging of Material Workflow is initiated when the given date attribute is within the given number of days of current date defined in concurrent request. Default workflow sends notification, but can be customized to support any functionality.

34. Lot Genealogy Enhancement: The enhancement is incorporated in the lot genealogy form to allow user to: Highlight a particular item lot on a genealogy tree Toggle between the tabs like ‘where used’ & ‘source’ using highlighted item lot as a top node in the tree.

35. Lot Genealogy Enhancement: The enhancement is incorporated in the lot genealogy form to allow user to: Refresh the tree with different top level nodes without being forced to go back to query window View more level of details in the left side navigator where lot branches are expanded before they are forced to scroll horizontally.

36. Summery We have learnt about: OPM inventory conversion Dual UOM functionality Material Status control Advanced Lot control Lot Indivisibility Aging of material Lot Genealogy Enhancement

37. iWare Logic's E- Business Suite Services iWare Logic, an Oracle Gold Partner, focuses on Oracle Enterprise Applications. Our competitive rate structure represents value that is unique in professional services today. iWare Logic's E- Business Suite Expertise: Financials, Supply Chain, HRMS, CRM iWare Logic's E- Business Suite Services Offered: 11i & R12 Implementing Consultancy Customization Upgrade Testing Support Training

38. Questions and Answers

39. Thank You iWare Logic Technologies Pvt. Ltd. Aditi Samruddhi, Baner, Pune , India - 411045 Email: [email_address] Website: www.iwarelogic.com