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By
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September - 2007
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Preface
Anyone who is interested to learn, teach Oracle Inventory & Purchasing can use this document
for his/her as a basic reference document. Although the document will cover most of the
required but this is not the whole Oracle HRMS. So please consider it as a basic or reference
document. I will also recommend reading the Oracle Documentation provided by Oracle of
each module.
Pre Requisites
o Oracle Applications R12 instance access
References:
Date
03-Sep-07
Version
1
Description
Users and Key Flexfields Setup.
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Contents
CONTENTS ............................................................................................................................................... 4
INVENTORY SETUP ................................................................................................................................. 5
1 - INVENTORY SETUP CHECK LIST ....................................................................................................... 6
2 - RESPONSIBILITY & USER ................................................................................................................. 8
1.
2.
3.
4.
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Inventory
Setup
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Step
Define Items Flexfield
Define Item Categories Flexfield
Define Item Catalog Group Flexfield
Required
Common Applications
Common Applications
Common Applications
Required
Required
Required
4
5
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7
8
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10
11
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Common Applications
Common Applications
Common Distribution
Common Distribution
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Distribution
Common Distribution
Common Applications
Common Applications
Oracle Inventory
Required
Required
Required
Optional
Optional
Optional
Required
Optional
Required
Required
Optional
Optional
Optional
Optional
18
19
20
21
22
23
24
25
26
27
Define
Define
Define
Define
Define
Define
Define
Define
Define
Define
Common Applications
Common Applications
Common Applications
Common Applications
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Common Applications
Required
Optional
Optional
Required
Optional
Required
Required
Required
Required
Required
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Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Oracle Inventory
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Common Applications
Oracle Inventory
Common Distribution
Common Distribution
Common Distribution
Common Distribution
Oracle Inventory
Oracle Inventory
Oracle Inventory
Optional
Optional
Optional
Optional
Optional
Optional
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Optional
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
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1.2.
Value
Responsibility Name
XX Inventory
Application
Inventory
Responsibility Key
XX_INVENTORY
Description
Standard
Inventory
Menu
INV_NAVIGATE
Inventory
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1.3.
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2.2.
The next step is to assign the above defined responsibility to a user who will have
access to Inventory. Here instead of creating a new user we will assign the
responsibility to our earlier created user at the time of GL configuration that is XX
USER.
Open the Users form,
Sys Admin: Security > User > Define
2.3.
After searching the XX USER we will attach the Responsibility XX Inventory created
above to this user.
Field
Value
Responsibility
XX Inventory
Application
Inventory
Security Group
Standard
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2.4.
2.5.
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1.2.
Value
Responsibility Name
XX Purchasing
Application
Purchasing
Responsibility Key
XX_PURCHASING
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Description
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1.3.
Standard
Purchasing
Menu
All Reports
Purchasing
4.2.
The next step is to assign the above defined responsibility to a user who will have
access to Purchasing. Here instead of creating a new user we will assign the
responsibility to our earlier created user at the time of GL configuration that is XX
USER.
Open the Users form,
Sys Admin: Security > User > Define
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4.3.
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After searching the XX USER we will attach the Responsibility XX Purchasing created
above with this user.
Field
Value
Responsibility
XX Purchasing
Application
Purchasing
Security Group
Standard
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4.5.
4.6.
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3 - Key Flexfields
Definitions
Points to Consider
Before creating Key Flexfields consider the following points,
o
o
o
o
o
o
o
1.2.
1.3.
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1.4.
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Click on OK (B).
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1.5.
1.6.
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Unlike other Key Flexfield you cant create multiple System Item Flexfields on one
instance. So all the companies configured on an instance will use same Flexfield.
Click on Segments (B).
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1.8.
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2.2.
Click on OK (B).
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2.3.
2.4.
2.5.
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Create a new record and enter your Item Category flexfield Code, Title and
Description.
Click on Segments (B).
Define following segments.
Number
Name
10
Major Category
20
Brand/Make
Window
Prompt
Major
Category
Brand/Make
Column
Value Set
SEGMENT1
XX Major
Category VS
XX Brand VS
SEGMENT2
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2.6.
2.7.
2.8.
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2.9. Select the Value Set just created and click in the 2nd line to create another record.
2.10. Following warning will appear. To resolve this issue click on OK (B).
2.11. Select Major Category segment line and click Open (B).
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2.12. I have just changed value of List of Values in the Prompts from Major Category to
MC.
2.13. Close this screen and now move to next record.
2.14. Select SEGMENT2 in the Column field and click on Value Set (B).
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2.17. Select XX Major Category VS in the Name field and NONE in the Dependent Default
Value fields.
2.18. Close this Dependent Value Set Information screen.
2.19. Save the data and close the Value Sets screen.
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Description
None
Compaq
Dell
Intel
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3.2.
3.3.
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3.4.
3.5.
Close these two screens and on main screen Freeze Flexfield if not already froze.
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3.6.
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4.2.
Click on OK (B).
4.3.
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Number
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Name
Window
Prompt
Column
Value Set
Row
Row
SEGMENT1
4 Characters
Rack
Rack
SEGMENT2
Bin
Bin
SEGMENT3
19
Project
Project
SEGMENT19
PJM_PROJECT
20
Task
Task
SEGMENT20
PJM_TASK
Value Sets
Name
4 Characters
Stock
Locator
Rack
PJM_PROJECT
PJM_TASK
List Type
List of Values
List of
Values
List of Values
List of Values
List of Values
Security
Type
No Security
No Security
No Security
No Security
No Security
Format
Type
Char
Number Numbers
Only (0-9)
Char
Char
Maximum
Size
20
25
25
None
Table
Table
Min Value
Max Value
9999999
Validation
Type
None
None
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4.4.
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5.2.
Click on OK (B).
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5.3.
5.4.
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5.5.
Close these two screens and Freeze the flexfield if not already froze.
5.6.
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Even if you do not ship items against sales orders, you must still compile the Sales Orders
Flexfield because all Oracle Inventory transaction inquiries and reports require a frozen flexfield
definition. However, you do not need to configure the flexfield in a specific way.
6.1.
6.2.
Click on OK (B).
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6.3.
6.4.
6.5.
6.6.
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Note: Except Item Categories Flexfield all other Inventory Key Flexfields can be define only
one at site/system level.
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