Catalog

ORACLE ERP: Enterprise Resource Planning....................................................................................1

What are the types of modules worked?....................................................................................................1
What are the instances we have:................................................................................................................2
Lets know the definitions of modules:.......................................................................................................2
Crisp points to remember:..........................................................................................................................2
Inventory Setup and Transaction:..............................................................................................................2
Lets focus on Inventory Setup.................................................................................................................3
Setup: Create Organizations:.....................................................................................................................3
Setup: Define org parameters:....................................................................................................................3
Setup: Create a Location:...........................................................................................................................5
Setup: Create a Calendar:...........................................................................................................................6
Setup: Create SubInventory:......................................................................................................................6
Setup: Create Locators:..............................................................................................................................7
Setup: Create Shipping networks:..............................................................................................................7
Transaction:..............................................................................................................................................7
Account close cycle:..................................................................................................................................7
Inventory Accounting periods:...................................................................................................................7
To check period open or close:..................................................................................................................7
To open the future period:..........................................................................................................................7
Miscellaneous Transacation:......................................................................................................................8
Checking on-hand availability:..................................................................................................................9
With pre-defined One Item and two different sub-inventories :................................................................9
I need to remove few stocks from both Sub-inventory having same item :.............................................10
Sub-Inventory Transfer:...........................................................................................................................11
Inter-Organization Transfer:....................................................................................................................12
Note..........................................................................................................................................................13
Creating New Items and assigning quantity with the m1 org:..........................................................13
Item Master:.............................................................................................................................................13
Material Transactions:..............................................................................................................................14
Interview Questions:..............................................................................................................................15
Items:.......................................................................................................................................................15
What is Lot:..............................................................................................................................................15
How to Enable lot control for Item:.........................................................................................................15
When do you create the Lot:....................................................................................................................15
Creating new user:.................................................................................................................................16

ORACLE ERP: Enterprise Resource Planning

What are the types of modules worked?

 purchasing
 Inventory
 Manufacturing
 Sales
What are the instances we have:

 Dev
 Test
 Prod
 UAT(User acceptance test)

Lets know the definitions of modules:

Purchasing: Purchasing is a module in Oracle SCM, It is used by the company to buy raw
materials ,parts or services from supplier. First we raise a request for what we need ,then
we create a purchase order(PO) then we send an official order to the supplier. Once the
goods are received, will check the invoice and match it with PO and received details and
then pay to the supplier.
Overall the Purchasing module helps with
-> proper vendor selection
-> timely procurement
-> better price negotiation

Inventory: Inventory is the module used to manage the company’s stock like raw materials,
finished goods, or spare parts. It helps us keep track of how much stock we have where it is
stored and how it moves in and out.

Manufacturing: used to plan and production. It turns raw materials in to finished goods.

Sales: It handles the complete order-to-cash process taking customer orders, checking stock,
shipping goods, and sending invoices for payment.

Crisp points to remember:

 Purchasing:
Purchasing = Raise request → Create PO → Order from supplier → Receive goods
 Inventory:
Inventory = Store stock → Track stock → Issue stock → Count stock
 Manufacturing:
Manufacturing = Use raw materials → Make finished goods → Update stock
 Sales:
Sales = Take customer order → Check stock → Ship goods → Send invoice

Inventory Setup and Transaction:

Inventory is sub divided in two categories called setup and Transaction.

 Inventory Setup means preparing the system to manage stock properly.

1. Create Organization (like warehouse)

2. Define Subinventories (main stores, finished goods store, etc.)
3. Setup Locators (specific racks, bins)
4. Create Items in Item Master
5. Define Units of Measure (KG, Box, Pieces)
6. Setup Costing (Standard Cost, Average Cost)

 Inventory transactions if any time something happens to our stock. So think of it

as five simple actions like receiving goods, issuing them, transferring between
bins or warehouses, making adjustments for things like damage, and doing
counts. Recording each of these keeps our inventory accurate and traceable.

Lets focus on Inventory Setup

Setup: Create Organizations:

 Go to inventory - setup - organization - organizations
 Enter the name::Location:: Address:: And save
 Now go to organization classification:
 Select Inventory Organization and enable.
Select other options:: Accounting information
-> ledger: Vision Operations
-> legal entity: Vision Operations
-> Operating unit: Vision Operations
Select Other options:: Inventory Information

Setup: Define org parameters:

 Before we defined the org name, now define the org code.
Tab: Inventory Parameters:
-> Org Code: HW1
-> Item master org: Vision operations (always because it is master)
-> calender: fy2025
-> move order Timeout period: 1 Day
-> move order Timeout Action: Autoapproval
-> Locator control:
-> Enable process manufacturing.
Tab: Costing information:
Tab: Revision, Lot, serial and LPN: provide the uniquens of the name with starting prefix.
Tab: ATP, Pick, Item sourcing:
Tab: Inter-org Information:
Tab: Other Accounts:

 we have defined org name and org code…Now, provide access for those then we can
see in change organization.
 Go to inventory - setup - organization - organization access
Click (new+)
-> Org: HW1
-> Application: Inventory
-> Name: Inventory Vision Operations (USA)
-> Save and check in change organization.
Setup: Create a Location:
1. First check the organization with name using letter followed by %
Ex: enter M1% ( This will show all organizations starting with m1, Then it will enter to
m1 location ).
2. Go to Inventory → Setup → Organizations → Location
3. Fill the required details like name , description, address save it and close form.
4. If we want to query then go to Inventory → Setup → Organizations → Location
5. Enter into location press f11 to enter query mode.
6. Enter search criteria for Example name: MYSORE
7. Press ctrl+f11 to run the search.
8. The location details will appear.

· F11 → puts the form in query mode (blank screen, ready for search input).
· Ctrl + F11 → runs the search with whatever filter we gave.
· Ctrl + L → Change organization
· f6 → Insert/ clear the new record

TO QUERY:
First enter into any module press f11 and provide the items which is exiting followed by %
and ctrl+f11.

Example:

Go to Inventory-> setup-> organization-> Location

location name: MYSORE
Description : MYS,GATE-1
Address style : INIDA

Fill all the required details and save ctrl+S

Now to query the created location:

setup-> orginazation-> Location
Press f11
Paste “NAME: MYSORE”
Press ctrl+f11
It will appear the location which you created.

Setup: Create a Calendar:

1. First check the organization with name using letter followed by %
Ex: enter M1% ( This will show all organizations starting with m1, Then it will enter to
m1 location ).
2. Go to Inventory → Setup → Organizations → Calenders
3. Fill the required details like name , description, Quarterly type, calender data
range and save it and close form.
4. Give workday pattern and build
5. Alt+R to refresh
6. Workday pattern define the working days.

Name: FY25
Description: 2025 CALENDER
Quarterly type : 4/4/5 Week Pattern
Calender data range: from date - To date
Workday pattern : 1. 7 0 24hours working day
To do QUERY : goto Inventory → Setup → Organizations → Calenders
Enter F11
Give NAME
Enter ctrl + f11
Created new calender will be appeared as above image.

Setup: Create SubInventory:

 Go to Setup - organization - Sub-inventory
 Click new or f6 key, a new empty window will popup
 Enter the basic details name, description
 Name: RCV
 Description: Raw Materials
Setup: Create 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
 Name: HYD_Warehouse1

Setup: Create Shipping networks:

This is used to transfer

Transaction:
Account close cycle:
It means recurring process of finalizing a company’s financial activities for a specific period
(monthly,quarterly) it will ensure all the transactions are properly recorded and reported.

Inventory Accounting periods:

This are fixed time frames usually monthly used to record, track, and control all inventory
related financial transactions ensuring all are inline with records.

subcategory into 3 types:

1. Open - Current month which we are working (July)
2. Close - previous month (jun) all transactions matched and transferred to general ledger.
3. Future - Next month (Aug) it will be future until we open.

To check period open or close:

Go to Inventory → Account close cycle → Inventory accounting period.
we can see the closed, future and open periods.

To open the future period:

Go to Inventory → Account close cycle → Inventory accounting period.
Query Inventory org.
see the list of periods:
 Closed (past)
 Open (current)
 Future (upcoming)
Find Dec-16 → it should have status Future.
Select Dec-16, click Open Period → the status will change from Future to Open.

Moudle Transaction:

Miscellaneous Transacation:
He we need to provide the data of current/open period.
We have types:
 Account alias Issue : we provide the account details before
 Account alias receipt : we provide the account details before
 Miscellaneous Issue : we provide account details inside the form
 Miscellaneous receipt : we provide account details inside the form

Miscellaneous Issue used to remove issue items from stock like samples, scrap etc..
Miscellaneous Receipt used to add items in a stock.

Now will query already defined variable:

1. Go to Transactions-> Miscellaneous Transactions (M1)
2. Enter the open period date.
3. Give type as Miscellaneous receipt
4. It will redirect to another form now query the predefined item.
5. Enter % and select item.
6. Select subinventory
7. UOM unit of measure is defined as each.
8. Give quantity
9. Give account.
10. Go to on hand and do query whether the given quantity is visible or not.

Example:
Item: 75100027
SubInventory: FGI
UOM: Ea
Quantity : 100
Account: select any account

Fig: creating the quantity

Checking on-hand availability:
Go to Inventory-> On-hand availability-> on-hand Quantity
Paste the item you will be able to see the quantity as below image.
I added Miscellaneous Receipt quantity as 100 as I see on hand quantity as 100

With pre-defined One Item and two different sub-inventories :

Now will query already defined Item:

11. Go to Transactions-> Miscellaneous Transactions (M1)
12. Enter the open period date.
13. Give type as Miscellaneous receipt
14. It will redirect to another form now query the predefined item.
15. Enter % and select item.
16. Select two subinventory’s with same item.
17. UOM unit of measure is defined as each.
18. Give quantity
19. Give account.
20. Go to on-hand quantity and do query whether the given quantity is visible or not.

Example:
Item: 75100027
SubInventory: 1. depot
UOM: Ea
Quantity : 20
Account: select any account
Item: 75100027
SubInventory: 2. FGI
UOM: Ea
Quantity : 100
Account: select

I need to remove few stocks from both Sub-inventory having same item :

1. Check the org first.

2. Go to Inventory → Transactions → Miscellaneous Transactions.
3. Create First Issue:
Transaction Type: Miscellaneous Issue.
Sub-inventory: Select Sub-Inventory 1.
Item: Select the item.
Quantity: Enter quantity to issue.
Save.
3. Create Second Issue:
Open Miscellaneous Transactions again.
Transaction Type: Miscellaneous Issue.
Sub-inventory: Select Sub-Inventory 2.
Item: Same item.
Quantity: Enter quantity to issue.
Save.
Check the quantity in on-hand quantity :

Item: 75100027
SubInventory: 1. Depot
UOM: Ea
Quantity : 5
Account: select any account
Here I gave 5stocks to remove so it got removed 5 stocks from the 20 quantity
Available : 15
We use Miscellaneous Issue to remove stocks

Item: 75100027
SubInventory: 2. FGI
UOM: Ea
Quantity : 5
Account: select any account

Here I gave 5 stocks to remove so it got removed 5 stocks from the 100 quantity
Available : 95
We use Miscellaneous Issueto remove stocks.

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.

1. Check the organization

2. Go to Inventory → Transactions → Sub-inventory Transfer
3. Select the period.
4. Type: subinventory Transfer
5. It will open a form enter the details like
6. Item: 75100027
7. Subinventory: FGI
8. To sub inventory: DEPOT
9. UOM: Ea
10. Quantity: 3
Check in on hand quantity is that stock transfer internally or not
I Transferred 3 stocks from FGI TO DEPOT
So previously DEPOT had 15 stocks now it got added from FGI.
NOTE: This should check in on hand availability.

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.
Intransit Transfer Goods are physically shipped and tracked while in transit.

1. Inventory > Setup > Organizations > Inter-Organization Parameter/shipping netwrk

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)
7. Transfer Type
In-transit : will track shipment
Direct: No use of tracking
8. FOB (Free on Board) : will set Receipt or Shipment (Usually will set to Receipt).
9. Reciept Routing:

10. Ctrl+S (Save)

Now go to Transactions-> Inter-org Transactions

Note: Source nunchi multiple destination orgs ki networks create cheyyali ante same
steps repeat cheyyali. Items Inter-org transfer chesetappudu, e Shipping Network
auto select avutundi. E setup lenapudu system error istundi: “No shipping network
defined.”

Creating New Items and assigning quantity with the m1 org:

Item Master:
It is a central repository where we define all items with their properties this controls how
items behave across Inventory, Purchasing, Sales, Manufacturing, etc. From here we can
assign to our required organization.
1. Go to Inventory → Items → Master Items → Define (or Create)
2. Item : ITEM003
3. Description: Laptops
4. Primary UOM(Units of measure): Each
5. Go to Tools: copy form -> select template as purchased item or any etc…
6. Apply-> done
7. Go to organization assignment assign to M1 and also trick for master.
8. Now assign some quantity to ITEM003.
9. Go to Miscellaneous transaction-> account alias receipt
10. Assign some quantity and save
11. Check in on-hand availability whether the given quantity is reflect or not.

Create lot:
A batch or group of items with the same specifications, produced or received together and it
is used for tracking, expiry, Traceability.

How to setup Lot control:

To create lot we need to go into item master

Material Transactions:
Material Transactions means moving items in or out of stock they record what moved,
where it went, and when it happened.

Example:
1. created 3 items in your item master.
2. Did 3 transactions for example: receipts or issues.
3. Then, I did 1 more transaction: moved some quantity from one sub-inventory to another
4. So now I have: 3 transactions (e.g., receipts/issues)
1 sub-inventory transfer
4 Material Transactions recorded

Go to Inventory → Transactions → Material Transactions → View Material Transactions

can query by Item, Date, Transaction Type, Organization, etc.

How to create secondary Item quantity:

When we create an item we only define a Primary Unit of Measure (UOM) (ex: Each, KG).
so If my item needs to be tracked in another UOM (ex: Box, Dozen) likewise I set up a
Secondary UOM and define the conversion.
1. Go to Inventory → Items → Master Items → Query myitem
By using Lot num we can check the transaction

Interview Questions:

What is meant by outside processing

What is overhead costing: material, resource, direct
What is a Move Order?

Items:

What is Lot:

Batch number for your item stock. To know the Manufacturing date, expiry it is used for
traceability so accordingly we can trace particular batch.

How to Enable lot control for Item:

When you create the item in : Inventory-> item-> item master.

Go to Inventory Tab
 No control -> full control
Now Item must use a lot num for all transaction.
When do you create the Lot:

Lots are created during Transaction like PO Receipt, Miscellaneous Receipt, wip completion.

Creating new user:

Go to hat-> select system adminstrator

Query f11
User Name : ORACLE_ERP
Ctrl+f11
Define the person name.
Again go back to the ( inventory vision operations )responsibility
Go to hat-> System Admistrator->give user name(ORACLE_ERP)
Define the person here
Now again change the responsibility go to inventory