Oracle Inventory Order Management helps in managing overall inventory process from receipt to issue. While Oracle Order Management drives the order fulfilment process of any business, Oracle Inventory improves inventory visibility, reduce inventory levels and control inventory operations.Learn the benefits of using and hands on experience on Inventory Order Management & Purchasing at apps2fusion.
Preview
This course focuses on the features, functions, and benefits of Oracle Inventory. Participant learn how to define items, enable lot control, enable serial control, enable dual unit of measure control, perform inventory transfers, perform inventory replenishment, perform a cycle, view on-hand quantities, create reservations, and setup material statuses. Students also learn where Oracle Inventory fits in the overall enterprise structure.
This course reflects the logical flow of the processes involved in inventory management. For example, this course covers defining items, receiving items, issuing items, and replenishing items in the same order. The exercises in this course provide hands-on experience on using Oracle Inventory to perform many of the processing and inquiry transactions such as receiving, moving, replenishing inventory items, and generating count tags for physical inventories. The hands-on exercises also help you understand how to use mobile devices to perform transactions such as cycle counting and inventory replenishment.
Learn To:
- Set up organizations that correspond to your business units in Oracle Applications
- Define inventory items for Oracle Supply Chain Applications
- Perform inventory replenishment
- Perform ABC classification and cycle count
- Perform inventory transactions
Course Contents
Day 1
Procure To Pay Lifecycle Overview
Understanding Procure to Pay Lifecycle
Understanding Oracle Procure to Pay Process
Oracle Purchasing Overview
Understanding Purchasing Process
Requisition to Purchase Order
Overview of the Ordering Process
The Receiving Process
Purchasing Integration
Enterprise Structure – Locations, Organizations, and Items
Understanding the Enterprise Structure
Defining Locations
Defining Inventory Organizations
Establishing Inventory Parameters
Creating Units of Measure
Creating a Purchasing Category
Item Attributes Defining and Maintaining Items
Describing and Using Category Sets
Suppliers
Overview of Suppliers
Entering Supplier Information
Defining Supplier Site Information
Managing Suppliers
Running Supplier Reports
Understanding Financial Options
Defining Supplier Profile Options
RFQs and Quotations
Request for Quotation Lifecycle
Creating and Maintaining Requests for Quotation
Creating a Supplier List
Understanding Quotations Lifecycle
Creating and Maintaining Quotations
Sending Notifications
Defining RFQ and Quotations Profile Options
Day 2
Procurement contd....
Approved Supplier Lists and Sourcing Rules
Creating Approved Supplier Lists
Understanding Supplier Statuses
Understanding Supplier-Commodity/Item Attributes
Understanding ASL Precedence
Defining Sourcing Profile Options for Approvals
Requisitions
Understanding the Requisition Lifecycle
Notifications
Requisition Structure
Creating and Maintaining Requisitions
Supplier Item Catalog
Creating Requisition Templates
Running Requisition Reports
Defining Requisition Profile Options
Purchase Orders
Understanding Purchase Order Types
Purchase Order Components and Record Structure
Creating Standard Purchase Orders
Creating Contract Purchase Agreements
Revising Purchase Orders
Maintaining Purchase Orders
Identifying Key Reports
Creating Global Agreements
Automatic Document Creation
Understanding AutoCreate
Creating Purchase Documents from Requisitions
Modifying Requisition Lines
Running the Create Releases Program
Understanding the PO Create Documents workflow
Receiving
Receiving Locations
Receipt Routing
Receipt Processing Methods
Receiving Tolerances
Entering Returns and Corrections
Overview of Pay on Receipt
Running Reports
Defining Profile Options
Day 3
Procurement contd....
Professional Buyer’s Work Center
Learning Business Benefits of the Buyer’s Work Center
Understanding Requisitions in the Buyer’s Work Center
Creating a Purchase Order in the Buyer's Work Center
Purchase Agreements in the Buyer’s Work Center
Creating a Personalized Requisition View
Understanding Implementation Considerations
Using Document Styles
Creating a Purchase Agreement in the Buyer's Work Center
Document Security, Routing and Approval
Document Security and Access Levels
Document Approval - Jobs and Positions
Creating Position Approval Hierarchies
Defining Document Security Levels
Creating Approval Groups
Defining Document Access Levels
Using Oracle Workflow for Requisitions and Purchase Order Approvals
Running the Fill Employee Hierarchy Process
Purchasing Accounting
Overview of Purchasing Accounting
Closing the PO Period
Using foreign currency
Purchasing Accounting Implementation Considerations
Setup options
Accrual Reconciliation Process
Setup Steps
Setting Up Document Sequences
Setting Up Key Profile Options
Setting Up Descriptive Flexfields
Defining Purchase Order Matching and Tax Tolerances
Defining Approval Groups and Assignments
Defining Purchasing Options
Setting Up Sourcing Rules and Assignments
Performing Additional System Administration
Purchasing Administration
Maintaining Oracle Purchasing Database Records
Using Mass Update on Purchasing Documents
Using Purchasing MassCancel
Using Mass Close of Purchasing Documents
Understanding Purge
Running the Purchasing Concurrent Processes
Day 4
Inventory
Overview of Oracle Inventory
Describe the overall inventory process from receipt to issue
Describe the key integration points between Oracle Inventory and other Oracle Applications
Inventory Structure
Describe Inventory Organization
Describe the structure of an Inventory Organization
Describe the multi-organization structure in Oracle Applications
Use the organization reports
Set up Inventory parameters, sub inventories, and locators
Set up the organization profile options
Describe organization implementation considerations
Units of Measure
Define units of measure
Use units of measure reports
Use units of measure setup options
Describe units of measure implementation considerations
Defining and Maintaining Items
Define, setup and maintain items,
Use item templates
Use item control levels
Use item categories and catalogs
Use organization reports
Implement item profile options
Describe implementation considerations for items
Transaction Setup
Describe transactions and move orders
Define transaction managers, transaction types, and transaction reasons
Define inventory picking rules
Define inventory account aliases
Set up move orders
Describe Period Close Process within Inventory
Use Alerts Notifications and Reports
Set up Profile Options
Describe implementation considerations for transaction setup
Day 5
Inventory contd...
Issuing and Transferring
Perform Transactions
Manage Receipts
Perform Move Orders
Understand Transactions Reports
On-hand and Availability
Explain availability
View on-hand quantities
Describe the uses of the material workbench
Create ATP rules, time fences and supply/demand sources
Manage Reservation
Implement on-hand and availability profile options
Use on-hand and availability reports
Describe on-hand and availability implementation considerations
Material Status Control
Explain material status
Set up material status properties
Describe key material status implementation considerations
Inventory Replenishment
Perform forecasting
Explain reorder-point planning
Perform min-max planning
Perform replenishment counting
Generate kanban cards
Set up inventory planning profile options
Identify Implementation Considerations for Inventory Replenishment
Inventory Accuracy
Create an ABC compile
Define and maintain a cycle count
Define a physical inventory
Demonstrate count adjustments and approvals
Use inventory accuracy reports
Set up inventory accuracy profile options
Explain key inventory accuracy implementation considerations
Table Information
Identify the Oracle Inventory tables
Access eTRM
Day 6
Order Management
Overview of Oracle Order Management
Order Entities and Order Flows
Manage Quotes
Manage Order to Cash Lifecycle with Standard Items
Manage Order to Cash Lifecycle with PTO, and ATO Items
Manage Drop Shipments
Manage Back-to-Back Orders
Manage Sales Agreements
Manage Order to Cash Lifecycle with Customer Acceptance
Multiple Organization Access Control Setup
Explain the necessity for multiple organization access control (MOAC)
Identify the Order Management windows (setup and transaction) that use the Operating Unit field and 12i specific MOAC additional features
Perform the various setups involved in implementing MOAC
Oracle Inventory Setup for Oracle Order Management
Explain the structure of an inventory organization
Define subinventories
Use units of measure
Use the item master organization
Define items
Create available-to-promise rules
Oracle Receivables Setup for Oracle Order Management
Define TCA Concepts
Define Customer Information and Payment Terms
Define Invoicing, Accounting Rules and Auto-Accounting Parameters
Explain Customer Acceptance and Billing Setups
Defining Invoicing Sources (Batch Source)
Explain Online Transaction Security and Tax-Related Setup Steps
Define Credit Checking
Day 7
Order Management contd....
Oracle Order Management Setup Steps
View and Update Profile Options
Create QuickCodes or Lookups
Manage Document Sequencing
Define Transaction Types
Explain Order Header and line Workflows in Transaction Types
Set up Processing Constraints
Define Validation Templates
Define Defaulting Conditions
Define Defaulting Rules
Set up Versioning and Audit History
Setup Available to Promise
Define Scheduling
Create Credit Check Rules
Holds, Order Purge, and Exception Management Setup
Create,Apply and Release Holds - Seeded, Generic
Explain Order and Quote Purge
Explain Exception Management
Basic Pricing Setup
Describe Pricing Process and Basic Pricing Concepts
Maintain Price Lists
Define Pricing Security
Use Qualifiers with various Types of Modifiers
Apply Freight and Special Charges Modifier
Create and Use Price Books
Overview of Shipping Execution
Explain the Oracle Order Management to Oracle Shipping Execution Flow
Describe Shipping Entities
Identify User Interfaces in Oracle Shipping Execution
Identify Key Reports and Processes
Describe integration with Oracle Order Management, Oracle Transportation Execution, and Oracle Warehouse Management
Shipping Execution Setup
Define Roles and Users
Define Carriers
Shipping Execution Documents
International Trade Management Adapter
Manage Shipping Exceptions
Define Pick Release Rules
Define Ship Confirm Rules
Containers/LPNs
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