Inventory Accuracy Fundamentals Oracle eBS 11i

Inventory Accuracy Fundamentals

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11i Inventory Accuracy Fundamentals

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Objectives
After completing this module you should be able to do
the following:
•Create an ABC Compile
•Define and Maintain a Cycle Count
•Demonstrate Count Adjustments and Approvals

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and Approvals
•Summary

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Define and run an ABC
compilation.
ABC Analysis Process Steps
Define ABC classes.
Define ABC group, assign items to
ABC classes within a group.
Update item assignments.
Purge ABC information.
1
2
3
4
5
Defining an ABC Analysis

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Define and Run an ABC Compilation
“A” Item “C” Item“B” Item

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ABC Compilation Criteria
“A” Item “B” Item “C” Item
Item AS6026
$300
On-Hand 3
Item AS4922
$75
On-Hand 100
Item AS6027
$5
On-Hand 25
On-Hand Value

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and Approvals
•Summary

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ABC Valuation Scope
Inventory
Organization
Subinventory 1
Item Valuation
Subinventory 2
Subinventory 1
Subinventory 3
Inventory
Organization
Subinventory 2
Subinventory 1
Subinventory 3

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and Approvals
•Summary

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Defining ABC Groups
Class “A”
Class “C”Class “B”
ABC Group 1
ABC Group 2

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Defining ABC Classes
ABC Classes
Class “A”
Class “C”
Class “B”

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ABC Item Assignments
Class A
Class B Class C

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Guided Demonstration Overview:
Compiling an ABC Analysis
In this demonstration the instructor illustrates how
to compile an ABC Analysis.

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Practice Overview:
Compiling an ABC Analysis
In this practice you will learn how to compile an
ABC Analysis.

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and
Approvals
•Summary

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Establish Tolerances & other limits
Cycle Count Steps
Load Items to be counted into
Cycle Count Classes
Schedule Counts and generate
Count Requests
Enter Counts and report results
Manage Count interface processes
Defining and Maintaining a Cycle Count
Define Cycle Count
Approve / Reject Cycle Count

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and
Approvals
•Summary

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Cycle Count Approval Tolerance
Actual Count System On-hand
Quantity

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Approval Tolerances
System On-
hand Quantity
Actual Count
- Quantity
Variance
Tolerance
Adjusted
Value
Tolerance
System On-
hand Quantity
Actual Count
-
X
Current
Item Cost
=
=

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Hit/Miss Tolerance
System On-
hand Quantity
Actual Count
-
Hit / Miss
Tolerance
% of
=

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Measurement Errors
System On-
hand Quantity
Actual Count
-
Measurement
Errors
User Defined
Limits for=

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Cycle Count Items
Class “C”Class “B”
ABC Group
Individual Items

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and Approvals
•Summary

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Automatic Scheduling
To determine which items, and the quantities you
need to count during the scheduling frequency,
Oracle Inventory Uses the following:
•Number of items in each cycle count class
•Frequency of each class
•Workday calendar
Class “A”

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Manual Scheduling
You can manually schedule counts in addition
to or instead of those generated with automatic
scheduling.
Items
Locators
Subinventories

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Count Requests
After you have successfully scheduled your counts,
you can submit the process to generate count
requests.
Schedule
Output
Generate Count
Request
Order by
Subinventory,
Locator, Item,
Revision, Lot
Assigns Unique
Sequence
Number

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Entering Cycle Counts
Unscheduled
Cycle Counts
Manual Cycle
Counts
Scheduled Cycle
Counts

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Cycle Count Open Interface
Cycle Count
Open Interface
Export Cycle
Counts
Import Cycle
Counts

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and
Approvals
•Summary

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Count Adjustments and Approvals
Enter Cycle
Counts
Review
tolerances
Make
adjustments

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Automatic Recounts
Items Outside
Tolerance Limits
Automatic Recount
Request

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Approving Cycle Counts and Adjustments

Query Counts
Approve Counts and
Adjustments
Request Recounts

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Guided Demonstration Overview:
Performing Cycle Counts
In this guided demonstration the instructor
illustrates how to perform a cycle count.

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Practice Overview:
Performing Cycle Counts
In this practice you will learn how to perform a
cycle count.

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Practice Overview:
Mobile Counting
In this practice you will learn how to enter cycle
count values using a mobile device.

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Agenda
•Defining an ABC Analysis
•Defining ABC Valuation Scope
•Defining ABC Groups, Classes and Items
•Defining and Maintaining a Cycle Count
•Explaining Approval Tolerances
•Defining Cycle Count Scheduling and Requests
•Defining Recounts, Adjustments, and Approvals
•Summary

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Summary
You should now be able to do the following:
•Create an ABC Compile
•Define and Maintain a Cycle Count
•Demonstrate Count Adjustments and
Approvals