What is ERP?....................................................................................................

1
Enterprise:....................................................................................................1
Resource.......................................................................................................1
Planning:.......................................................................................................2
Key ERP Modules:............................................................................................2
1. Inventory...................................................................................................2
2. Purchasing................................................................................................2
3. Manufacturing...........................................................................................3
4. Sales Module.............................................................................................3
Key points to remember..................................................................................3
Inventory Setup and Transactions...................................................................4
1. Inventory Setup:.......................................................................................4
Setting up a location:.................................................................................5
Setting up a Workday Calendar.................................................................6
Setting up a Sub Inventory:.......................................................................8
Setting up Locators:...................................................................................8
Setting up a Account Aliases :....................................................................8
2.Inventory Transactions:.............................................................................9
Account Closing cycles..................................................................................10
Inventory Accounting periods...............................................................10
Steps to Open a Period..........................................................................11
Miscellaneous Transactions........................................................................11
Miscellaneous Receipt..............................................................................12
Miscellaneous Issue..................................................................................13
Account Alias Transactions.........................................................................15
Account Alias Issue..................................................................................15
Account Alias Receipt...............................................................................16
 Sub Inventory Transfer :.............................................................................18
Inter Organization Transfer:........................................................................19
ITEM MASTER:................................................................................................21
Step 1: Define the Item in the Master Inventory......................................21
From the top menu, click Tools → Copy From..........................................21
Step 2: Assign the Item to an Organization..............................................22
Step 3: Perform an Account Alias Receipt Transaction............................22
Step 4: Verify On-Hand Quantity..............................................................22
View Material Transactions:...........................................................................23
UOM (Units of Measure):................................................................................24
Definition of Locator:.....................................................................................27
Definition of Lot:............................................................................................27
New User Creation and adding responsibilities:.............................................27
Creation of sub inventory and adding locator:...............................................28
Adding lot to an ITEM:....................................................................................30
Create a New Inventory Organization under Vision Operations.....................32
KEY FLEX FIELDS:...........................................................................................34
ITEM CATEGORY..........................................................................................34
MATERIAL STATUS.........................................................................................40
HOW TO USE MATERIAL STATUS.................................................................41
1. Subinventory Level.................................................................................41
2. Item Level...............................................................................................42
3.ON Hand LEVEL:.......................................................................................44
Move Orders...................................................................................................45
What is a Move Order?................................................................................45
Types of Move Orders.................................................................................45
Move Order Process Flow............................................................................46
Requisition Move Order:..............................................................................46
Assign Person to USER:............................................................................46
Create Planner.........................................................................................47
 Assign Planner to ITEM:............................................................................47
MIN MAX PLANNING:...................................................................................51
Move Order Cancel:....................................................................................54
CYCLE COUNT AND PHYSICAL INVENTORY:.................................................55
Definition of Cycle Counts and Physical Inventory:.....................................55
STEPS TO PERFORMCYCLE COUNT..............................................................55
1.ABC Compile............................................................................................56
2.Define ABC Classes..................................................................................57
3. Define an Assignment Group (Optional).................................................58
4.Assign Items.............................................................................................58
5. Update Item Assignments.......................................................................59
6.CYCLE COUNTS........................................................................................60
7.CYCLE COUNT ENTRIES............................................................................61
8.APPROVE COUNT:.....................................................................................62
Item Demand/ Supply Form:..........................................................................63
Adding Periods in account closing cycle........................................................64
Profile options:...............................................................................................65
Interface.........................................................................................................66
Integration.....................................................................................................67
Personalization...............................................................................................67
Customization................................................................................................67
Custom reports..............................................................................................67
Conversions...................................................................................................68
Oracle EBS Keyboard Shortcuts (Forms-Based).............................................68
Organization Structure:..................................................................................69
Inventory Features I Worked With.................................................................70
Oracle EBS Inventory Transactions – Dairy Industry Examples......................71
 ORACLE ERP
ERP stands for Enterprise Resource
Planning

What is ERP?
ERP refers to a type of software system that helps a business run smoothly
by bringing together and organizing its main activities, such as:

 Finance and Accounting

 Human Resources (HR)
 Manufacturing
 Supply Chain Management
 Inventory and Order Management
 Customer Relationship Management (CRM)

Enterprise: An organization or business.

Resource: resources are the things an organization uses to function and

grow. They can be

1. Human Resources
a. People (employees, managers, workers)
2. Financial Resources
a. Money, budgets, investments
3. Physical Resources
a. Equipment, machines, buildings, raw materials
4. Technological Resources
 a. Software, hardware, tools used in operations
5. Informational Resources
a. Data, documents, reports, and systems that help decision-
making

Planning: Planning means thinking ahead and organizing what you need
to do, when to do it, and how to do it, so you can reach your goals in the best
possible way

in ERP Planning is done via software so that the above resources work
together.

Key ERP Modules:

1. Inventory
This module helps to keep track of all the items it has and helps in
movement of material — whether raw materials, finished goods, or products
ready to be sold.

 Shows how much stock is available

 Alerts when stock is low or too high
 Tracks where items are stored (location)
 Helps avoid running out of items or overstocking

Example: If a store has 100 phones in stock, the inventory module keeps
count and updates the number when more are sold or received.

2. Purchasing
This module helps the company buy goods and materials it needs to run the
business.

 Creates and tracks purchase orders (PO's)

 Manages supplier details and prices
 Tracks order status (ordered, received, pending)
 Records what was bought and how much it cost

Example: If the company needs to buy 500 units of raw material, this module
handles the request and keeps records of the order.
3. Manufacturing
This module helps manage the process of making products

 Plans what to produce, when, and how

 Tracks use of materials, machines, and labor
 Manages work orders and production schedules
 Ensures products are made on time and correctly

Example: If a company makes furniture, this module tracks how much wood
is used, when the items will be ready, and who worked on them.

4. Sales Module
This module handles the entire sales process, from customer order to
product delivery.

 Records customer orders

 Creates invoices and bills
 Tracks payments and deliveries
 Shows what was sold, when, and to whom

Example: When a customer buys a laptop, the sales module records the
order, generates the bill, and updates inventory.

Key points to remember

Purchasing

Raise request → Approve request → Create PO → Approve PO → Order from

supplier → Receive goods

Inventory

Store stock → Track stock → Issue stock → Count stock → Reconcile

discrepancies

Manufacturing
Use raw materials → Manufacture → Make finished goods → Quality check →
Update stock

Sales

Take customer order → Check stock → Confirm order → Ship goods → Send
invoice → Receive payment

NOTE: Each key module has setup and Transaction

Inventory Setup and Transactions: The Inventory

module is structured into two major components: Setup and Transactions.
Setup defines the foundational structure, while Transactions represent the
movement and control of inventory in real time.

1. Inventory Setup: This phase involves defining the necessary

configurations to manage inventory(stock) effectively. The setup establishes
where, what, and how inventory is tracked.

 Locations: place where Inventory organization exists

 Calendar: Defines working days or valid transaction dates
 Organizations: It's a 3-letter word, it's like a warehouse or
manufacturing plant
 Sub inventories: smaller storage location or segment within an
Inventory Organization. It can represent logical areas like "Raw
Materials," "Finished Goods,"
 Locator: specific location or address within a warehouse where an
item is stored.
Example: A warehouse might be divided into zones, aisles, shelves,
and bins. A locator could be something like:
Zone A - Aisle 3 - Shelf 2 - Bin B
This helps warehouse staff quickly find and pick items.
 Items/Master Items: Defining the product name.
 UOM (Units of Measure): How quantities are tracked — e.g., each,
box, kg, liter.
 Lot: batch or group of items produced or received together, often
under the same conditions.
Setting up a location:

Navigate to the Location Setup:

Go to:

Inventory → Setup → Organizations →Locations

 Create a New Location:

In the Locations form, fill in:
o Location Name
o Description
o Address Style
o Address Details
  Save: Ctrl + S
 Close the form.

Steps to Query an Existing Location

1. Navigate to:
2. Inventory → Setup → Organizations → Locations
3. Press F11 to enter Query Mode
4. (This will clear the form and enable input fields for searching)
5. Enter your search criteria:
a. For example:
i. Location Name
ii. Or use wildcards: Hyd%
6. Press Ctrl + F11 to execute the query
7. (This will display all matching locations)

Setting up a Workday Calendar

1. Navigate to Calendar Setup:

a. Go to:
b. Inventory → Setup → Organizations → Calendars
2. Create a New Workday Calendar:
a. In the Calendars form, fill in the following:
Name
Description
Quarter Type
b. Enter Calendar Date Range: From and To Date

3. Save the Calendar

 a. Press Ctrl + S
b. Close the form after saving.

To Query an Existing Workday Calendar

1. Go to:
2. Inventory → Setup → Organizations → Calendars
3. Open calendar Press F11 to enter Query Mode
4. Enter the Calendar Name:
a. Example: FS%
5. Press Ctrl + F11 to execute the query

→ The calendar FSY25 will appear with all its details.

Setting up a Sub Inventory:

 Go to Setup >organization > Sub-inventory

 Click new or f6 key, a new empty window will popup
 Enter the basic details name, description

Setting up Locators:

 Go to Setup - organization - Stock Locators

 Click new or f6 key, a new empty window will popup
 Enter the basic details like name class

Setting up a Account Aliases :

Go to Inventory Responsibility → Setup → Transactions →

Account Aliases

 Alias: Enter a unique name

 Description: Optional
 Account: Enter the combination.
 Segments are parts of an account string that define different
dimensions of financial tracking.
2.Inventory Transactions: Once setup is complete, transactions
reflect real-time inventory operations. These manage the flow and control of
inventory within the system.

Miscellaneous Transactions: These transactions allow you to manually enter

account details inside the transaction form. Used to manually increase or
decrease inventory.

Miscellaneous Issue

 Used to remove items from stock.

 Account is entered directly in the transaction form.

Miscellaneous Receipt

 Used to add items to inventory.

 Account is entered directly in the transaction form.
Account Alias Transactions

 The account information is defined before the transaction, making it

quicker and standardized.

Account Alias Issue

 Used to remove stock from inventory using a predefined account alias.

Account Alias Receipt

 Used to add stock to inventory using a predefined account alias.

Transfer:

Movement of items between sub inventories, locators, or inventory

organizations.

Cycle Counts and Physical Counts:

 Cycle count refers to a process of counting a subset of inventory items

in certain periods instead of doing a full inventory count all at once.
 Physical inventory refers to the process of physically counting and
verifying all the items in stock at a warehouse, store, or any storage
facility.

Account Closing cycles

The Account Closing Cycle is the monthly or periodic process of finalizing a
company’s financial records to ensure that all transactions for a specific
period are properly set

Inventory Accounting periods

Its monthly time frame used to record and manage inventory-related
financial transactions.

Go to Inventory → Account close cycle → Inventory accounting period.

A form will be opened with the below status

Status Meaning

Open Current period. Inventory transactions are allowed and

recorded here

Closed Past period. All transactions are complete and transferred to

GL

Future Upcoming period. Not active yet, needs to be opened

manually

Steps to Open a Period

1. Navigate to: Inventory → Accounting Close Cycle → Inventory

Accounting Periods
2. The system will display all accounting periods with their statuses:
a. Open
b. Closed
c. Future
3. Find the period you want to open which has status: Future.
4. Select the row for that period.
5. Click the “Change status” button.
6. The status will change from Future → Open.
7. Click Save (Ctrl + S) to confirm the change.

Note:

 You can only open a Future period.

 Only one period is typically open at a time
 Make sure the Workday Calendar and periods are correctly set up in
advance.
 If you are giving future period then it will show error while transaction
 

Miscellaneous Transactions: These transactions allow you to

manually enter account details inside the transaction form. Used to
manually increase or decrease inventory.

 Transactions- Miscellaneous Transactions



Miscellaneous Receipt

Increases Inventory. Account is entered directly in the transaction form.

 Go to Inventory → Transactions → Miscellaneous Transactions

  Enter the open period date
 Set Transaction Type as Miscellaneous Receipt
 In the Transaction lines window, press F11 to enter query mode
 Enter % in the Item field and press Ctrl + F11 to search
 Select the predefined item from the results
 Enter Sub inventory
 UOM will default
 Enter the Quantity
 Enter the Account number
 Click Done
 Press Ctrl + S to save the transaction
 Go to Inventory → On-hand, Availability → On-hand Quantity
 Query the item to confirm quantity has been updated

As in above picture my available quantity id 100 and i am doing

miscellaneous receipt operation with 100 so me on hand should be 200
Miscellaneous Issue

Reduces Inventory. Account is entered directly in the transaction form.

 Go to Inventory → Transactions → Miscellaneous Transactions

 Enter the open period date
 Set Transaction Type as Miscellaneous Issue
 In the Transaction lines window, press F11 to enter query mode
 Enter % in the Item field and press Ctrl + F11 to search
 Select the predefined item from the results
 Enter Sub inventory
 UOM will default
 Enter the Quantity
 Enter the Account number
 Click Done
 Press Ctrl + S to save the transaction
 Go to Inventory → On-hand, Availability → On-hand Quantity
 Query the item to confirm quantity has been updated
After issuing my on hand quantity should be 100 (200-100)

Account Alias Transactions

The account information is defined before the transaction, making it quicker
and standardized.

Account Alias Issue

Used to remove stock from inventory using a predefined account alias.

a. Go to Inventory → Transactions → Miscellaneous Transactions

b. Enter the open period date
c. Set Transaction Type as Account Alias Issue
d. Enter the Account number
e. In the Transaction lines window, press F11 to enter query mode
 f. Enter % in the Item field and press Ctrl + F11 to search
g. Select the predefined item from the results
h. Enter Sub inventory
i. UOM will default
j. Enter the Quantity
k. Click Done
l. Press Ctrl + S to save the transaction
m.Go to Inventory → On-hand, Availability → On-hand Quantity
n. Query the item to confirm quantity has been updated

Now on hand quantity i should have 100 for CURD1L

Account Alias Receipt
Used to add stock to inventory using a predefined account alias.

 Go to Inventory → Transactions → Miscellaneous Transactions

 Enter the open period date
 Set Transaction Type as Account Alias Receipt
 Enter the Account
 In the Transaction lines window, press F11 to enter query mode
 Enter % in the Item field and press Ctrl + F11 to search
 Select the predefined item from the results
 Enter Sub inventory
 UOM will default
 Enter the Quantity
 Click Done
 Press Ctrl + S to save the transaction
  Go to Inventory → On-hand, Availability → On-hand Quantity
 Query the item to confirm quantity has been updated

Sub Inventory Transfer :

A Sub-inventory Transfer is used to move items from one sub-inventory to
another within the same organization without changing the total on-hand
inventory only relocating stock internally.

 Check the current Inventory Organization.

 Navigate to Inventory → Transactions → Subinventory Transfer.
 Ensure the inventory period is open.
 Set Transaction Type to Subinventory Transfer.
 In the form, enter the following details:
 Item
 From Subinventory
 To Subinventory
 UOM
 Quantity
 Enter locators, if required.
 Click Save to complete the transaction.
 Verify On-hand Quantity .
Inter Organization Transfer:
Transfer from one inventory organization to another organization within the
same company (like transferring stock from Plant A to Plant B).

Type Description

Direct Transfer Instant goods move directly, no

shipping from plant A-B within area.

In transit Transfer Goods are physically shipped and

tracked while in transit.

1. Inventory > Setup > Organizations > Inter-Organization

Parameter/shipping network
2. It means here we are transferring items form source to destination.
3. Two types : Direct, In-transit.
4. Set Organization to M1.
5. We should define new shipping network here from which source to
which destination
6. To Organization — set Destination Organization (Ex: From: M1, To: M2)
Transfer Type In-transit : will track shipment Direct: No use of tracking
FOB (Free on Board) : will set Receipt or Shipment (Usually will set to
Receipt).
Reciept Routing:
1. Transfer Type In-transit : will track shipment Direct: No use of tracking
2. FOB (Free on Board) : will set Receipt or Shipment (Usually will set to
Receipt).
3. Reciept Routing:

Now go to Transactions-> Inter-org Transactions

When performing inter-org transfers of items, the shipping network will be
auto-selected.
If this setup is not done, the system will throw an error: “No shipping
network defined.”

ITEM MASTER:
Step 1: Define the Item in the Master Inventory

1. Navigate to:
2. Inventory → Items → Master Items
3. Enter the following details:
a. Item: Provide a unique item name or code.
b. Description: Enter a brief description of the item.
c. Primary UOM (Unit of Measure): Select a UOM such as
"Each".
From the top menu, click Tools → Copy From.

Choose an appropriate item template (e.g., Purchased Item).

4. Click Apply and Save the item.

Step 2: Assign the Item to an Organization

1. While in the item definition screen, click on Organization

Assignments.
2. Select the relevant organizations to assign the item to:
a. Assign it to your Master Organization (e.g., INV or Master).
b. Assign it to a transactional organization (e.g., M1).
3. Ensure the Inventory checkbox is selected for each.
4. Click Save.

Step 3: Perform an Account Alias Receipt Transaction

1. Navigate to:
2. Inventory → Transactions → Miscellaneous Transactions
3. Select the Transaction Type as Account Alias Receipt.
4. In the transaction lines window:
a. Enter the Item you just created.
b. Select the appropriate Subinventory (e.g., Stores).
c. Enter the Quantity to be received.
d. Choose the Account Alias (e.g., PURCHASE_ALIAS), which must
be pre-defined.
5. Click Save to complete the transaction.

Step 4: Verify On-Hand Quantity

1. Navigate to:
2. Inventory → On-Hand, Availability → On-Hand Quantity
3. Enter the following search criteria:
a. Item: Enter the item code.
 b. Organization: Select the relevant organization (e.g., M1).
4. Click Find.
5. Confirm that the specified quantity has been added to the item’s on-
hand balance in the selected subinventory.
View Material Transactions:
Material Transactions refer to the movement of items into or out of
inventory. These transactions record what was moved, where it went,
when it happened, and why (through the transaction type). They are
essential for tracking inventory accuracy and financial accountability.

Viewing Material Transactions

To view and track these transactions:

Navigation:

Inventory → Transactions → Material Transactions → View Material

Transactions

You can search by:

 Item
 Transaction Date
 Transaction Type
 Organization
 Subinventory
 Reference documents (e.g., PO, SO, etc.)

This inquiry screen gives detailed insight into each transaction, including:

 Transaction ID
 Quantity
 Source and Destination
 Date and Time
 Responsible user

UOM (Units of Measure):

TERM MEANING
UOM A standard measurement used to
 define the quantity of an item (e.g.,
Each, Kilogram, Liter).
Set up in: Inventory > Setup >
Units of Measure > Units of Measure

Primary UOM The default UOM used to manage an

item’s inventory transactions.
Set at the item level in Inventory >
Items > Master Items.
Secondary UOM An optional, second UOM used when
Dual UOM tracking is required (e.g.,
tracking both liters and kilograms
for liquids).
UOM Class A logical grouping of UOMs (e.g.,
Weight, Volume, Quantity). All UOMs
must belong to a UOM Class.
Standard Class Refers to a predefined classification
of items (e.g., Standard Items,
Expense Items, Kit, etc.)
Intra-class Conversion Conversion between UOMs within
the same UOM class (e.g., 1 kg =
1000 g). Standard conversion
supported.
Inter-class Conversion Conversion between UOMs from
different classes (e.g., 1 liter = 0.9
kg). Only allowed via item-specific
conversions.

I Created an item and added primary and secondary UOM and now I am
trying to do conversion
Doing Miscellaneous receipt operation on the item I created with
secondary UOM

After Miscellaneous receipt I should have on hand quantity of 40 packets as I

have powder of 10kgs 1kg= 4 each so 10kg is 40 eaches
 

Definition of Locator: specific location or address within a

sub inventory where an item is stored.

Example: A warehouse might be divided into zones, aisles, shelves, and

bins. A locator could be something like:

Zone A - Aisle 3 - Shelf 2 - Bin B

This helps warehouse staff quickly find and pick items.

Definition of Lot: batch or group of items produced or received

together, often under the same conditions.

New User Creation and adding

responsibilities:
1. Login

 Log in to Oracle EBS using a user account with the System

Administrator responsibility.

2. Navigate to the User Form

  From the System Administrator responsibility:

Security → User → Define

3. Create the User

 In the User form:

o User Name: Enter a unique username.
o Password: Enter a temporary password (user will be prompted
to change on first login).

4. Assign Responsibilities

 In the Responsibilities section (bottom part of the form):

o Enter the Responsibility Name (e.g., Order Management Super
User, General Ledger Super User).
o Add Start Date and End Date if needed.

5. Save

 Press Ctrl + S or click the Save icon in the toolbar to save the user.

Notes

 The password is case-sensitive.

 After creation, the user should log in and change the password.
 You must have sufficient privileges to create or manage users.

Creation of sub inventory and adding locator:

Create Subinventory in Oracle EBS

Navigation Path:

Inventory Responsibility → Setup → Organizations → Subinventories

Steps:

1. Go to the Sub inventories form.

2. In the Subinventory field, enter a name
3. Enter a Description.
4. Save your changes (Ctrl + S or File → Save).

Enable Locator Control (Optional, if you want locators)

Before adding locators, ensure Locator Control is set:

 In the Subinventory form, find the field Locator Control and set to:
o None: No locators.
o Prespecified: Predefined locators only.
o Dynamic Entry: You can enter new locators on the fly.
o Item Level: Determined by item setup.

You need to set Prespecified if you want to define specific locators now.

Create Locators in Oracle EBS

Navigation Path: Inventory Responsibility → Setup → Organizations →

Locators

Steps:

1. In the Warehouse field, select the Inventory Organization.

2. In Subinventory, choose the one you just created.
3. Define Locator Segments (Row, Rack, Bin) – depending on your
structure.
a. Example: Row A / Rack 1 / Bin 5
4. Save the locator.

Confirm Setup

Navigate to:

Inventory → On-Hand, Availability → On-Hand Quantity

Try to query the subinventory and verify locator visibility if applicable.
Adding lot to an ITEM:
 Navigation:
 Inventory → Items → Master Items
 Query the item.
 Go to the Inventory tab.
 Field: Lot Control – Set to one of the following:
 Full Control – Lot required at all times.
 No Control – Cannot assign lots (must be changed if this is the case).
 Save.
Try doing receipt operation while doing it will give option of lot/series click on
it and try adding lots
Create a New Inventory Organization under
Vision Operations
1. Login and Choose Responsibility

 Responsibility: Inventory , Vision Operations (USA)

 Navigation:
 Setup > Organizations > Organizations

2. Create the Organization

1. Click New.
2. In the Organization Name
3. In Organization Classifications
4. Select:
a. Inventory Organization (mandatory for inventory functionality)
b. Give other parameters (COSTING ,ATP)same as M1

5. Save.
3. Assign Master Organization

This is what ties your new organization to Vision Operations as its Item
Master.

Steps:

 Navigate to:
 Setup > Organizations > Parameters
 Query your new organization.
 In the Inventory Parameters window:
o Set:
 Item Master Organization: Vision Operations (typically
org code = V1)
 Accounting Info, GL Ledger,legal entity as VISION
OPERATIONS
o Save.
o ALL below accounts are unique and has a purpose

4. Assign Location,Calendar
  Navigate to: Setup > Organizations > Locations
 Navigate to: Setup > Organizations > Calendar
 Create or assign a location,calendar to your new org.

Then go back to:

 Setup > Organizations > Organizations

 Query your new org, and assign the location,calendar.

Set Org Access

To access this new org under specific responsibilities:

 Navigate to:
 Inventory > Setup > Organizations > Organization Access
 Assign this organization to INVENTORY.

KEY FLEX FIELDS:

Key Flexfields (KFFs) are configurable data structures used in Oracle EBS to
capture combinations of data elements (segments) that make up a unique
identifier.

Think of them like custom multi-part codes or classifications that you define
— examples i

Oracle Inventory provides the following flexfields:

 Account Aliases
 Item Catalogs
 Item Categories
 Sales Orders
 Stock Locators
 System Items

ITEM CATEGORY
STEP 1: Define Your Value Sets

These hold the allowed values for each category segment.

Go to : Application Developer(responsibility) > Application > Validation >
Set

Create Two Value Sets:

Value Set 1: Product Type

 Name: ProductType
 Description: Product types like milk, curd, etc.
 Validation Type: Independent
 Format Type: Char
 Max Size: 20
 Add values: Application Developer > Application > Validation > Values
 In the "Value Set" field, enter: productType
 Press Tab or click Find (if using LOV)
 Enter the values:

Value Description

MILK Milk

CURD Curd

MILKPO
Milk Powder
WDER

 Check the box for Enabled beside each.

 Optionally, enter Start Date (leave end date blank unless you want to
disable it later).
 Save

Value Set 2: Package Size

 Name: Package Size

 Description: Package sizes
 Validation Type: Independent
 Format Type: Char
 Max Size: 10
 Add values: Application Developer > Application > Validation > Values
 In the "Value Set" field, enter: PackageSize
 Press Tab or click Find (if using LOV)
 Enter the values:100ML
 200ML
 500ML
 750ML
  1000ML
 Check the box for Enabled beside each.
 Optionally, enter Start Date (leave end date blank unless you want to
disable it later).
 Save


STEP 2: Define a Category Structure (KFF)

We’ll define a two-segment structure using the Category Flexfield.

Go to:

Application Developer > Flexfield > Key > Segments

Query this:

 Application: Inventory
 Press F11, enter details, then Ctrl+F11.
 Click [Structures]
 Create a new structure:
 Structure Name: Product packaging
 Ad
d Segments:

 Required: Yes
 Displayed: Yes
 Save and go to Product packaging structure
 Check the box: Freeze Flexfield Definition
 This tells Oracle that your structure and segments are finalized.
 After checking it, the Compile button will become active.

Then click Compile. This makes the structure usable.

STEP 3:Define Category Codes Using Your Structure

Go to:

Inventory > Setup > Items > Categories > Category Codes
In the pop-up, select structure: Product packaging and click new

Now, enter your category combinations:

Check the Enabled box for each.

STEP 4: Assign Your Categories to a Category Set

You need to tell Oracle which categories belong to which set.

Go to:

Inventory > Setup > Items > Categories > Category Sets
  Use existing Category Set Or create a new one with:
 Controlled At: Master or Org
 Flexfield Structure: Product Packaging Set

Add your categories to this set.

STEP 5: Assign Categories to Items

Go to:
  Inventory > Items > Master Items
 Query the item
 Go to the tools-> Categories
 In Category Set give your category set and Save.

MATERIAL STATUS
Material Status is a feature used primarily in Inventory Management to
control and manage the movement and usage of inventory items. It provides
a way to restrict or allow certain transactions based on the current status of
materials

Navigation:

Inventory Responsibility → Setup → TRANSACTIONS → Material

Status

Steps to Define:

1. Status Name
2. Enable/Disable Transactions:
i. Miscellaneous Issue/Receipt

You can allow or disallow each transaction type for this status.

3. Enable subinventory, locator, lot, onhand

4. Save your changes.
HOW TO USE MATERIAL STATUS
Material Status can be applied at three levels:

Create a material status and assign it at 3 levels

1. Subinventory Level
Navigation:

Inventory Responsibility → Setup → Organizations → Subinventories

1. Query or create a subinventory.

2. Find the Status field.
3. Choose the status you defined earlier
4. Save.

Effect: All items in this subinventory will inherit the material status by
default—unless they have their own item-level status.

2. Item Level
PREREQUISITES
 1. Enable Locator Control for your subinventory.
a. Check the box: Enable Default Material Status to locator

Navigation:

Inventory Responsibility → Items → Master Items

(or Organization Items depending on your setup)

1. Query the item.

2. Go to Inventory tab (or Inventory Attributes).
3. Find the Material Status field in inventory tab.
4. Assign the desired status.
5. Save.

Effect: This overrides the subinventory-level status if different.

3.ON Hand LEVEL:
Query On-Hand Quantity
Inventory → On-Hand, Availability → On-Hand Quantity

Enter the item

View the existing on-hand quantities and their current material statuses and
assign the status you created.

Move Orders
Move orders are requests for the movement of material within an
organization. They're primarily used in Inventory, Work in Process (WIP),
and Order Management modules to manage internal material transfers.
What is a Move Order?
A Move Order is a request to transfer inventory from one location to
another within the same inventory organization.(Subinventory transfer
with an approval)

Types of Move Orders

1. Requisition Move Order
a. Created manually (or through a requisition) to move materials
between sub inventories.
b. Often used for stock replenishment or internal consumption.
2. Pick Wave Move Order
a. Automatically created during the Sales Order Picking process.
b. Represents items to be picked for shipment.
3. Replenishment Move Order
a. Automatically created by min-max planning, kanban, or other
replenishment methods.

Move Order Process Flow

Here’s a basic flow:

1. Create Move Order

2. Approve Move Order
3. Allocate Material
4. Transact Move Order

Requisition Move Order:

Assign Person to USER:
Go to system administration responsibility and for the user you created give
a person name
Create Planner
Inventory –setup-Planners

Assign the same person to the newly created planner as employee

NOTE:Check the person and the employee it should be same then only select

Assign Planner to ITEM: Assign item to the planner

since we mentioned move order time out as one day as 1 day in
organizations inventory parameters and move order timeout action as
approved automatically with will automatically approve after 1 day if we set
the action as reject automatically it gets rejected after one day
Now go to move order try to create a move order transfer for the item with
planner initially the status will be incomplete and after clicking on the
approve it will go to status pending approval
now login to the user named Ashwini open vision operations responsibility
you will see notification summary and then approve the move order

After clicking approve we will be able to see the order in Transact Move
orders (Invenory->MoveOrders->Transact Move Order)We need to
allocate the order and then transfer after that stock will be transferred from
stock sub inventory to destination
MIN MAX PLANNING:
 Min-Max Planning is a reorder point planning method based on:
 Minimum Quantity (Min): Reorder is triggered when available quantity
≤ Min
 Maximum Quantity (Max): The system suggests a quantity that brings
inventory up to the Max level.

When inventory drops to the min level system triggers

replenishment(automatically/manually refilling inventory)

Min-20

max-100

on hand-15 which is less than 20(Min) triggers replenishment with 85(100-

15=85) to maintain its maximum level

Stet1:

In General planning tab of an item at organization level add inventory

planning method as min max and give min max quantity and source
 Source
Meaning Use Case
Type

Replenishment comes from For internal movement of items

Inventory another subinventory (e.g., from a bulk subinventory
within the same org to a shop floor)

Replenishment is done
For externally sourced items;
Supplier through purchasing from an
creates purchase requisitions
external vendor

Item is sourced from a Like "Inventory" but more

Subinvento
specific subinventory within specific—used when source
ry
the same org subinventory is defined

 Go to the destination sub inventory and click on item/subinventory

 enable min max for the item you gave min max planning
 give max and min amount
 give source sub inventory
Now run min max planning report(View ->requests->submit new request) or
(inventory->planning->Min max planning)with planning level
organization and restock Yes
 now after running the report will view generate a report click on find and
view output

Now go to transact move order and then allocate it and transact

Move Order Cancel:

Inventory → Move Orders → Transact Move Orders
  Find the move order
 Check the status must be pending/ approved
 If your item is transacted you cannot cancel, item should be in pending
state.
 Go to Transact move orders -> go to line tab -> tools -> cancel/ close
click the item will be cancelled the status will be cancelled.

CYCLE COUNT AND PHYSICAL INVENTORY:

Definition of Cycle Counts and Physical Inventory: Cycle

count refers to a process of counting a subset of inventory items in certain
periods instead of doing a full inventory count all at once.

Physical inventory refers to the process of physically counting and verifying

all the items in stock at a warehouse, store, or any storage facility.

STEPS TO PERFORMCYCLE COUNT

PREREQUISITE: ABC SETUP
ABC Code Setup Steps in Oracle EBS

1.ABC Compile
Navigation:

Inventory > ABC Codes > ABC Compile

 Give name
 Give description
 Compile specification: current on hand quantity or any other criteria
you want to check
 Cost type: Standard (STDN)
 Compile
 Tools->View Compile
Note: as my criteria is on hand quantity i will get a report based on
quantity
2.Define ABC Classes
Navigation:

Inventory > ABC Codes > ABC Classes

Click New to create a new class

 Enter: Class Name, Description, Sequence

 Repeat for B, C classes.
 Save.

These classes are grouped later during the compile.

3. Define an Assignment Group (Optional)
Navigation:

Inventory > ABC Codes > ABC Assignment Groups

1. Create a new Assignment Group

2. Assign the compiled ABC Class Group
3. Save.

4.Assign Items
Navigation:
Inventory > ABC Codes > Assign Items

1. Query the compile you just created.

2. Assigned ABC classes per item.
3. Save.
Item %= (seq /total items)*100

5. Update Item Assignments

Navigation:

Inventory > ABC Codes > Update Item Assignments

1. Select the compile name you ran.

2. Submit the request.
3. This will update the ABC code on each item based on the current
compile.
6.CYCLE COUNTS
Navigation:

Inventory > Counting > Cycle Counts

 This determines which items get counted and how frequently.

 Click on items and give items
Save and go to tools and click generate count request and view request

7.CYCLE COUNT ENTRIES

The item which we gave in cycle count we will get that items here and we
need to give our quantity to what it need to be updated
8.APPROVE COUNT:
Entry which we gave in the previous step comes here we need to make it
approve and open and from tools approve it
give reason Save and view material transaction for this item we will see
transaction type as cycle count adjust

Item Demand/ Supply Form:

Navigate: Inventory > On-Hand, Availability > Item Supply/Demand

Supply means anything that adds to the item’s stock.

Example: a purchase order or a completed job that brings items in.

Demand means anything that uses up or takes away from the item’s stock.

Example: a sales order or a work order that needs the item.

 Items ordered through a Purchase Order (PO) that have not yet been
received (i.e., transactions not yet performed) will appear in the Supply
and Demand form as future supply.
 Items in a pending state will be visible in the form.
 Items that are in approved or allocated states (such as Move Orders)
will not appear here. Instead, they can be viewed under the View
Transactions screen.
Adding Periods in account closing cycle
Account Calendar:

to check accounting calendar

General Ledger(responsibility)->setups->financials>Account Setup manager-

>accounting setups(give general ledger as vision operations)->update
accounting options->check for primary ledger->setup step(click on Inventory
vision operations )

check the calendar name

Since calendar name is accounting

switch to Inventory responsibility->setup-> financials-> account calendar-
>Accounting

Query calendar name Accounting and add the periods and save

now we will be able to see new periods in accounting periods

Profile options:
if we want to change any default item to other than existing we can change
in view profile options

System Administrator(responsibility)>profile>system>system profile view

Now I made item status to inactive which was active at site level so now if I
open any item it will default an inactive item in User named ASHU

Interface
An interface in Oracle EBS is a mechanism that allows external data to be
imported into Oracle EBS base tables, or data from EBS to be
exported to external systems.

Interfaces are typically used for:

 Data migration
 Data synchronization between systems
 Integrating with third-party applications

Integration
Oracle Integration refers to a broader process or framework that
connects Oracle EBS with:

 Other Oracle Cloud applications (like Oracle Fusion)

 3rd-party cloud or on-premise systems
 Tools such as Oracle Integration Cloud (OIC)

Personalization
Personalization refers to modifying the behavior or appearance of Oracle EBS
without changing the underlying code. It’s configuration-based and fully
supported by Oracle, meaning upgrades won’t break these changes (in most
cases).

Key Features

 No need to write custom code

 Done through the Oracle EBS front-end (Forms or OAF)
 Easily reversible7
 Oracle-supported

Customization
Definition: Customization involves modifying or extending the application’s
functionality by writing or changing code. This can include:

 Adding new database objects

 Modifying seeded PL/SQL packages or Java code
 Creating new concurrent programs or reports
Custom reports
custom reports in Oracle E-Business Suite (EBS) is a common requirement
when the standard reports do not fully meet business needs. These reports
can be built to pull and present data from Oracle EBS base tables, often
filtered or formatted in specific ways.

Conversions
conversions refers to the process of migrating data from legacy systems (old
applications) into Oracle EBS during the initial implementation

Oracle EBS Keyboard Shortcuts (Forms-Based)

Shortcut Action / Description
F11 Enter Query mode
Ctrl + F11 Execute Query
Ctrl + S Save (Commit transaction)
Ctrl + D Delete current record
F4 Clear current field or record
F6 Insert new blank record
Shift + F6 Duplicate previous record (copy values)
Ctrl + L Open List of Values (LOV)
Open Editor for current field (for long
Ctrl + E
text fields)
F2 Open Editor (same as Ctrl + E)
Ctrl + Q Quit/Exit the current form
Open Keyboard Help (shows all
Ctrl + K
shortcuts)
Ctrl + Up
Move to previous record
Arrow
Ctrl + Down
Move to next record
Arrow
Tab / Shift +
Move to next / previous field
Tab
Ctrl + Tab Switch between open forms/windows
Zoom (if configured for the current
F5
block/field)
 View Attachments (if attachments are
Shift + F5
enabled)
Cancel/Undo/Exit popups (not always
Esc
consistent)
Ctrl + Page
Move to next block/page
Down
Ctrl + Page
Move to previous block/page
Up
Open Date Picker (on date fields, if
Ctrl + T
supported)

Organization Structure:

 General Ledger: This is the master record of all financial transactions

for an organization. Think of it as the ultimate book where every dollar
 in and out is recorded, categorizing revenue, expenses, assets, and
liabilities. It's the foundation for financial reporting.
 Legal Entity: A legally recognized and distinct unit that can enter into
contracts, own assets, incur liabilities, and file taxes independently. It's
a formal structure like a corporation, LLC, or partnership, often created
for legal and tax compliance.
 Operating Unit: A division or segment of a business that conducts
specific operations and manages its own assets and liabilities, often
with its own profit and loss responsibilities. It's typically part of a larger
legal entity and focuses on day-to-day business activities (e.g., a
specific factory, a sales region).
 Organization: In this context, it generally refers to an inventory
organization within an enterprise resource planning (ERP) system. It's a
logical grouping of inventory items and their associated attributes,
often representing a physical warehouse, a distribution center, or a
manufacturing plant where inventory is managed.
 Subinventory: A specific, distinct area or grouping within an
inventory organization where items are stored. It helps categorize and
manage inventory more granularly (e.g., "Raw Materials Storage,"
"Finished Goods Area," "Damaged Goods").
 Locator: A precise, specific physical storage spot within a
subinventory. This is the most granular level of storage, indicating
exactly where an item or a group of items can be found (e.g., "Aisle 3,
Rack 5, Bin 2").
 Lot: A specific quantity of an item produced or received at the same
time or under similar conditions, identified by a unique lot number.
This is used for tracking and traceability, especially for perishable
goods, quality control, or product recalls.

Inventory Features I Worked With

1. On-hand Quantity
Track available stock by item, lot, and subinventory.
2. Material Transactions
Issue, receive, and transfer materials within the organization.
3. Material Status
Set availability rules (e.g., available, restricted, damaged).
4. Inventory Setup
Configure subinventories, locators, and org parameters.
 5. Cycle Counting
Schedule and perform regular partial stock counts.
6. Physical Inventory
Conduct full inventory counts and reconcile discrepancies.
7. Transaction History
Review past inventory movements and updates.
8. View Requests
Access and monitor concurrent requests and reports.
9. Unit of Measure (UOM)
Define and manage measurement units and conversions.
10. Templates
Use transaction templates to standardize data entry.
11. Profile Options
Control system behavior and user access at various levels.

Oracle EBS Inventory Transactions – Dairy

Industry Examples
Transacti Dairy Industry Accounting
Purpose Prerequisite
on Type Example Impact
Manually
Receive 100 liters Increases
add
Miscellan of promotional inventory;
inventory
eous flavored milk credits None
without
Receipt samples from a expense/sam
reference
supplier ple account
doc
Remove
Decreases
inventory Scrap 200 liters of
Miscellan inventory;
manually spoiled milk due to
eous debits None
(scrap, refrigeration
Issue loss/scrap
donation, failure
account
etc.)
Receipt
Receive R&D Increases
using alias
Account materials from inventory; Account alias
for
Alias external test lab credits must be
predefined
Receipt using alias predefined predefined
accountin
"RND_RECEIPT" alias account
g
 Decreases
Issue milk samples
Account Issue inventory; Account alias
to Quality Lab
Alias inventory debits must be
using alias
Issue using alias predefined predefined
"QA_SAMPLE"
alias account
Move
Transfer raw milk No financial
inventory
Subinven from Receiving impact Subinventorie
between
tory Bay to (logical s must be set
subinvent
Transfer Pasteurization movement up
ories in
subinventory only)
same org
Move
Inventory
stock
Transfer 1000 moves Shipping
Inter-Org between
yogurt cups from directly; network
Transfer orgs,
Plant A to Plant B inter-org between orgs
(Direct) directly
without staging accounting required
(no in-
applies
transit)
Use in-
Adds in-
Inter-Org transit Ship cheese from Shipping
transit
Transfer staging Central Warehouse network must
inventory;
(In- during to Retail DC using allow in-
separate
Transit) inter-org in-transit staging transit
receipt step
transfers
No direct
Request
Move QA requests butter financial
movement Move order
Order – samples from impact;
for approval &
Requisiti Finished Goods to controls
internal rules setup
on QA Lab inventory
purposes
flow
System-
Triggers
Move generated
Pick 500 crates of inventory Integrated
Order – move for
milk for distributor decrement with Order
Pick sales
sales order upon Management
Wave order
shipment
picking
Move Auto- Auto-replenish No Min-Max setup
Order – replenish Clean Room immediate and sourcing
Replenis subinvent subinventory with financial rules needed
 ory (e.g., impact
sterile bottles from
hment min-max (logical
bulk store
planning) movement)