AIM
BR.100AINV INVENTORY APPLICATION SETUP
<Company Long Name>
<Subject>
Author: <Author>
Creation Date: June 7, 1999
Last Updated: June 8, 1999
Document Ref: <Document Reference Number>
Version: DRAFT 1A
Approvals:
<Approver 1>
<Approver 2>
BR.100Ainv Inventory Application Setup
Document Control
Change Record
6
Date Author Version
Change Reference
7-Jun-99 <Author> Draft 1a
No Previous Document
Reviewers
Name Position
Distribution
Copy No.
Name Location
1 Library Master Project Library2 Project Manager34
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BR.100Ainv Inventory Application Setup
Contents
Document Control............................................................................................
Application Set Up Control Sheet - Oracle Inventory......................................
Categories and Catalogs Setup/INV: Define Item Categories........................
Categories and Catalogs Setup/INV: Define Item Catalogs...........................
Item/Inventory Shortcuts Setup/INV: Define Inventory Parameters..............
Item/Inventory Shortcuts Setup/INV: Define Account Aliases........................
Item/Inventory Shortcuts Setup/INV: Define Item Templates........................
Item/Inventory Shortcuts Setup/INV: Define Replenishment Counts............
Item/Inventory Shortcuts Setup/INV: Define Movement Parameters............
Item/Inventory Shortcuts Setup/INV: Define Kanban Pull Sequences...........
Item/Inventory Shortcuts Setup/INV: Define Kanban Cards..........................
Inventory Shipping Setup/INV: Define Stock Locators...................................
Inventory Shipping Setup/INV: Define Shipping Methods.............................
Inventory Shipping Setup/INV: Define Shipping Network..............................
Inventory Shipping Setup/INV: Define Interface Manager.............................
References and Relationships Setup/INV: Define MPN..................................
References and Relationships Setup/INV: Define Cross Reference Types....
References and Relationships Setup/INV: Item Relationships......................
ABC Analysis Setup/INV: Define ABC Compiles.............................................
ABC Analysis Setup/INV: Define ABC Classes................................................
ABC Analysis/INV: Define ABC Assignment Groups.......................................
Cycle Counts, Physical Inventory Setup/INV: Define Cycle Counts...............
Cycle Counts, Physical Inventory Setup/INV: Define Physical Inventories....
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
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Doc Ref: <Document Reference Number> June 8, 1999
BR.100Ainv Inventory Application Setup
Open and Closed Issues for this Deliverable..................................................
Open Issues................................................................................................Closed Issues.............................................................................................
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
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Doc Ref: <Document Reference Number> June 8, 1999
Application Set Up Control Sheet - Oracle Inventory
Environment Name: Machine: Type (definition, execution, or both):
WorkflowSubWorkflow Name
Setup Task Responsibility Due Date QA Responsibility QA Due Date
Signature Approval
Inventory Setup
Categories and Catalogs Setup
INV: Define Item Categories
Categories and Catalogs Setup
INV: Define Item Catalogs
Item/Inventory Shortcuts Setup
INV: Define Inventory Parameters
Item/Inventory Shortcuts Setup
INV: Define Account Aliases
Item/Inventory Shortcuts Setup
INV: Define Item Templates
Item/Inventory Shortcuts Setup
INV: Define Replenishment Counts
Item/Inventory Shortcuts Setup
INV: Define Movement Parameters
Item/Inventory Shortcuts Setup
INV: Define Kanban Pull Sequences
Item/Inventory Shortcuts Setup
INV: Define Kanban Cards
Inventory Shipping Setup INV: Define Subinventory Locations
Inventory Shipping Setup INV: Define Stock Locators
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WorkflowSubWorkflow Name
Setup Task Responsibility Due Date QA Responsibility QA Due Date
Signature Approval
Inventory Shipping Setup INV: Define Shipping Methods
Inventory Shipping Setup INV: Define Shipping Network
Inventory Shipping Setup INV: Define Interface Manager
References and Relationships Setup
INV: Define MPN
References and Relationships Setup
INV: Define Cross Reference Types
References and Relationships Setup
INV: Item Relationships
ABC Analysis Setup INV: Define ABC Compiles
ABC Analysis Setup INV: Define ABC Classes
ABC Analysis Setup INV: Define ABC Assignment Groups
Cycle Counts, Physical Inventory Setup
INV: Define Cycle Counts
Cycle Counts, Physical Inventory Setup
INV: Define Physical Inventories
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Categories and Catalogs Setup/INV: Define Item Categories
Inventory>Setup>Items>Category Codes<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Categories that will be used to group items.
Structure Name Category Description Inactive On
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Categories and Catalogs Setup/INV: Define Item Catalogs
Inventory>Setup>Items>Catalog Groups
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Catalog Groups for items.
<Catalog Groups>
Name Description Inactive On
Details
Descriptive Elements
Sequence
Name Description Required Description Default
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Aliases
Name Description
Categories
Category Set Category
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Item/Inventory Shortcuts Setup/INV: Define Inventory Parameters
Inventory>Setup>Organizations>Parameters
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Inventory Parameters and their associated Organization QuickCode.
<Organization Parameters>
Inventory Parameters
Organization Code
Item Master Organization
Calendar
Demand Class
Allow Negative Balance
Locator Control
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Costing Information (MST) (MFG)
Costing Organization
Costing Method
Average Rates Cost Type
Transfer Detail to GL
Reverse Encumbrance
Default Material Sub-Element
<Valuation Accounts>
Material
Outside Processing
Material Overhead
Overhead
Resource
Expense
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Revision, Lot, Serial (MST) (MFG)
Starting Revision
<Lot Control>
Uniqueness
Generation
Prefix
Zero Pad Suffix
Prefix
Total Length
<Serial Control>
Uniqueness
Generation
Prefix
Starting Serial Number
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ATP, Pick, Item-Sourcing (MST) (MFG)<ATP Defaults>
Rule
<Picking Defaults>
Rule
Locator Order
Subinventory Order
<Item-Sourcing Detail>
Type
Organization
Subinventory
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Inter-Org Information (MST) (MFG)
Inter-Organization Transfer Charge
%
<Inter-Organization Transfer Account>
Transfer Credit
Purchase Price Variance
Receivable
Payable
Intransit Inventory
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Other Accounts
<Receiving Accounts> (MST) (MFG)
Purchase Price Variance
Invoice Price Variance
Inventory AP Accrual
Encumbrance
<Profit and Loss Accounts>
Sales
Cost of Goods Sold
<Average Cost Accounts>
Average Cost Variance
Project Information (MST) (MFG)
Project Reference Enabled
Project Cost Collection Enabled
Project Control Level
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Item/Inventory Shortcuts Setup/INV: Define Account Aliases
Inventory>Setup>Account Aliases
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define and update Account Aliases.
<Account Aliases>
Name Description Account Effective On
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Item/Inventory Shortcuts Setup/INV: Define Item Templates
Inventory>Setup>Items>Templates
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define your Item Templates to be used in defining new Items.
<Item Templates>
Template
Description
Organization
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Main
Attribute Name Controlled At Value Enabled
User Item Type
Item Status
Primary Unit of Measure
Conversions
Item Description
Descriptive Flexfield
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Inventory
Attribute Name Controlled At Value Enabled
Inventory Item
Stockable
Transactable
Revision Control
Lot Control
Starting Lot Number
Starting Lot Prefix
Serial Number Generation
Starting Serial Number
Starting Serial Prefix
Lot Expiration
Shelf Life Days
Restrict Subinventories
Locator Control
Restrict Locators
Reservable
Cycle Count Enabled
Negative Measurement
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Error
Positive Measurement Error
Bills of Material
Attribute Name Controlled At Value Enabled
BOM Item Type
BOM Allowed
Base Model
Costing
Attribute Name Controlled At Value Enabled
Costing Enabled
Inventory Asset Value
Cost of Goods Sold Account
Include in Rollup
Standard Lot Size
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Purchasing
Attribute Name Controlled At Value Enabled
Purchased
Purchasable
Default Buyer
Use Approved Supplier
Taxable
Receipt Close Tolerance
Allow Description Update
Inspection Required
Receipt Required
Market Price
UN Number
Hazard Class
RFQ Required
List Price
Price Tolerance %
Asset Category
Outside Processing Item
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Outside Processing Unit Type
Rounding Factor
Unit of Issue
Invoice Close Tolerance
Encumbrance Account
Expense Account
Receiving
Attribute Name Controlled At Value Enabled
Over-Receipt Qty Action
Receipt Routing
Over-Receipt Qty Tolerance
Enforce Ship-To
Allow Substitute Receipts
Allow Unordered Receipts
Allow Express Transactions
Days Early Receipt Allowed
Days Late Receipt Allowed
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Receipt Date Action
Physical Attributes
Attribute Name Controlled At Value Enabled
Weight Unit of Measure
Unit Weight
Volume Unit of Measure
Unit Volume
Container
Vehicle
Maximum Load Weight
Minimum Fill Percentage
Internal Volume
Container Type
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General Planning
Attribute Name Controlled At Value Enabled
Inventory Planning Method
Planner
Make or Buy
Min-Max Minimum Quantity
Min-Max Maximum Quantity
Safety Stock Bucket Days
Carrying Cost Percent
Order Cost
Safety Stock Percent
Safety Stock
Fixed Order Quantity
Fixed Days Supply
Minimum Order Quantity
Maximum Order Quantity
Fixed Lot Size Multiplier
Source Type
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Source Organization
Source Subinventory
MPS/MRP Planning
Attribute Name Controlled At Value Enabled
MRP Planning Method
Planning Exception Set
End Assembly Pegging
Round Order Quantities
Reduce MPS
Shrinkage Rate
Acceptable Early Days
Calculate ATP
Overrun Percentage
Repetitive Planning
Acceptable Rate -
Acceptable Rate +
Planning Time Fence
Planning Time Fence Days
Demand Time Fence
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Demand Time Fence Days
Forecast Control
Release Time Fence
Release Time Fence Days
Lead Times
Attribute Name Controlled At Value Enabled
Preprocessing Lead Time
Processing Lead Time
Postprocessing Lead Time
Fixed Lead Time
Variable Lead Time
Cumulative Manufacturing Lead Time
Cumulative Total Lead Time
Lead Time Lot Size
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Work in Process
Attribute Name Controlled At Value Enabled
Build in WIP
WIP Supply Type
WIP Supply Subinventory
WIP Supply Locator
Order Entry
Attribute Name Controlled At Value Enabled
Customer Ordered
Customer Orders Enabled
Internal Ordered
Internal Orders Enabled
Shippable
OE Transactable
Default Shipping Organization
Picking Rule
Pick Components
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Assemble to Order
Check ATP
ATP Components
ATP Rule
Ship Model Complete
Returnable
RMA Inspection Required
Collateral Item
Invoicing
Attribute Name Controlled At Value Enabled
Invoiceable Item
Invoice Enabled
Accounting Rule
Invoicing Rule
Tax Code
Sales Account
Payment Terms
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Service
Attribute Name Controlled At Value Enabled
Support Service
Service Duration Period
Service Duration
Billing Type
Warranty
Coverage
Serviceable Product
Service Starting Delay
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Item/Inventory Shortcuts Setup/INV: Define Replenishment Counts
Inventory>Counting>Replenishment Counts>Counts
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define your Replenishment Counts.
Name Subinventory Supply Cutoff Date Count Date Default Deliver To
Lines
Item Count Type UOM Quantity Reference
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Item/Inventory Shortcuts Setup/INV: Define Movement Parameters
Inventory>Setup>Transactions>Movement Parameters
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define the Movement Parameters for your organizations.
<Movement Statistics Parameters>
Legal Entity Branch
Calendar Category Set
Weight UOM
<Tax Office>
Office Code
Location
<Currency Conversion>
Option Type
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Item/Inventory Shortcuts Setup/INV: Define Kanban Pull Sequences
Inventory>Kanban>Pull Sequences
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define your Kanban Pull Sequences.
Kanban is a means of supporting pull-based replenishment in manufacturing systems. A Kanban system is a self-regulating pull system that leads to shorter lead times and reduced inventory. Kanban systems are typically applied to items that have relatively constant demand and medium-to-high production volume.
Source
Item Subinventory
Locator Source Type Supplier Supplier Site
Org
Subinventory Locator Line Code
Kanban
Item Subinventory
Locator Calculate Size Number of Cards
Minimum Order
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Planning
Item Subinventory
Locator Lead Time Allocation %
Lot Multiplier
Safety Stock Days
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Item/Inventory Shortcuts Setup/INV: Define Kanban Cards
Inventory>Kanban>Kanban Cards
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define your Kanban Cards.
Kanban
Card Number
Item Subinventory
Locator Replenishable
Size Card Status Supply Status Error
Source
Card Number
Item Subinventory
Locator Source Type
Supplier Supplier Site
Org Subinventory Locator
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Inventory Shipping Setup/INV: Define Stock Locators
Inventory>Setup>Organizations>Stock Locators
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define and update Locators.
Parameters
Locator Description Subinventory Picking Order Inactive On
Capacity
Locator Maximum UnitsVolume:UOM
Volume:Maximum
Weight:UOM
Weight:Maximum
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Inventory Shipping Setup/INV: Define Shipping Methods
Inventory>Setup>Organizations>Shipping Methods
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Shipping Methods that you can assign to organization shipping networks.
<Ship_Method QuickCodes>
Type
Application
Description
Access Level(User/Extensible/System)
Code Meaning Description Start Date End Date Enabled
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Inventory Shipping Setup/INV: Define Shipping Network
Inventory>Setup>Organizations>Shipping Networks
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Organization Shipping information between two organizations.
<Shipping Networks>
Organization
Scope
Main
Organization:From
Organization:To Transfer Type FOB Receipt Routing Internal Order
Required
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Transfer Distance
Organization:From
Organization:To
Transfer Charge:Type
Transfer Charge:%
Distance:UOM
Distance:Value
Primary Accounts
Organization:From
Organization:To
Transfer Credit Purchase Price Variance
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Secondary Accounts
Organization:From
Organization:To
Inter-Org Receivable Inter-Org Payable
Intransit Account
Organization:From
Organization:To
Intransit Inventory
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Inventory Shipping Setup/INV: Define Interface Manager
Inventory>Setup>Transactions>Interface Manager
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to change attributes for Transactions as well as launch them.
<Transactions Manager>
Name Status Worker RowsTime-outHours
Time-outMinutes
Process IntervalHours
Process IntervalMinutes
Process IntervalSeconds
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References and Relationships Setup/INV: Define MPN
Inventory>Items>Manufacturer Part Numbers>By Manufacturer
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Part Numbers specific for original Manufacturers.
<MPN>
Manufacturer Part Item
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References and Relationships Setup/INV: Define Cross Reference Types
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Cross Reference Types.
<Cross Reference Types>
Type Description Inactive On
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References and Relationships Setup/INV: Item Relationships
Inventory>Items>Item Relationships
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Inventory Item Relationships.
<Item Relationships >
From:Item Description
To:Item Description Type Reciprocal
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ABC Analysis Setup/INV: Define ABC Compiles
Inventory>ABC Codes>ABC Compiles
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define the ABC Compilation criteria.
<Define ABC Compile>
Compile Name
Description
Content Scope:
(Scope)
Subinventory
Valuation Scope
Compile Specification:
Criterion MRP Plan
Cost Type From Date
Forecast To Date
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ABC Analysis Setup/INV: Define ABC Classes
Inventory>ABC Codes>ABC Classes
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define ABC Classes within Oracle Inventory’s items.
<ABC Classes>
Class Name Description Inactive On
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ABC Analysis/INV: Define ABC Assignment Groups
Inventory>ABC Codes>ABC Assignment Groups
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define the ABC calculation and assignment of ABC Classes to items.
<ABC Assignment Groups>
Group Name Compile Name
Group Classes
<ABC Group Class Assignment>
Priority Class Name
1
2
3
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Assign Items
ABC Group
<ABC Assignments>
Class Item Sequence Inventory Value % Items Value
80
95
100
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Cycle Counts, Physical Inventory Setup/INV: Define Cycle Counts
Inventory>Counting>Cycle Counting>Cycle Counts
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define your organization’s Cycle Count program.
<Cycle Counts>
Name Adjustment Account
Calendar
Control, Scope
Inactive On Late Days
Starting Sequence Unscheduled Entries
Display System Qty
Automatic Recounts:
Automatic Recounts (flag)
Maximum
Count Subinventories:
(All/Specific flag)
Subinventories Disable Flag Subinventories Disable Flag
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Serial Control, Schedule
Serial Control Option:
Count Adjustment
Detail Discrepancy
Auto Schedule:
Auto Schedule (Flag) Zero Count Quantity
Frequency Next Date
Adjustments, ABC
Approval:
Required
Tolerances: + -
Qty Variance %
Adjustment Value %
Hit/Miss Analysis %
ABC Initialization:
Group
Option
Update Classes
Delete Unused Items
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Cycle Counts, Physical Inventory Setup/INV: Define Physical Inventories
Inventory>Counting>Physical Inventory>Physical Inventories
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Physical Inventory parameters for your organization.
<Define Physical Inventory>
Name Description
Date
Approvals:
Required
Tolerances: + -
Qty % %
Value
Status:
Snapshot Complete Adjustments Period
Count Subinventories:
All/Specific Allow Dynamic Tags
(Subinventories)
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Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date
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