Inventory CCHH

Inventory CCHH

Created on 3/27/2018 2:11:00 PM

/ Training Guide

Table of Contents

Inventory CCHH

Inventory Processor

Item Search

View On-hand Quantity

Putaway Items

Create Move Order Issue (non-PAR)

Transact Move Order (non-PAR)

Complete Cycle Counts

Complete Physical Inventory Counts

Inventory Receivers

Receive Items Via PO

Returning Received Items

Item Search - INV Receiver

PAR Processor

View On-hand Quantity

Complete Replenishment Count

PAR (Replenishment) Count

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/ Training Guide

Inventory CCHH

Inventory Processor

Item Search

Learning Objective: In this topic, you will learn how tosearch for an inventory item.

The Item Search page enables usersto search for an inventory item and view its description, assigned organization, unit of measure (UOM),and on-hand quantity.

Upon completion of this topic you will be able to:

• Navigate to theItemSearchpage.
• Search and find an inventory item.
• View the item's description, organization, UOM and quantity.

Procedure

This topic will cover:

- Searching for an inventory item

Estimated time to complete this topic is: 2 minutes

Step / Action
After logging on with your username and password, the Oracle application’s Home page is displayed.
In order to query for aninventory item, click CCH XXX INV Processor responsibility link.
Note: The responsibility link may vary depending on your organization.
In this example, click the CCH 897 INV Processor link.

Click the Items link.

Click theItem Searchlink.

Step / Action
The Find Items for your organization window is displayed.
Click in theItem Maskfield.

Enter the desired item number into theItem Maskfield. In this example, enter"13236".
Click theShow Quantityoption checkbox.

Click theFindbutton.

The item Search window is displayed, showing the item's:
- Number
- Description
- Organization
- Unit of Measure (UOM)
- On-hand quantity
This topic covered:
- Searching for an inventory item
End of Procedure.

View On-hand Quantity

Learning Objective: In this topic, you will learn how to view an item's on-hand quantity.

the Availability page enables users to view the item'stotal quantity on-hand, available to reserve and available to transact.

Upon completion of this topic you will be able to:

• Navigate to theorganization page and select an organization.
• Query for an item.
• View the item's availability quantities.

Procedure

This topic will cover:

- Viewing an item's on-hand quantity

Estimated time to complete this topic is: 2 minutes

Step / Action
After logging on with your username and password, the Oracle application’s Home page is displayed.
In order to view on-hand quantity, click CCH XXX INV Processor responsibility link.
Note: The responsibility link may vary depending on your organization.
In this example, click the CCH 897 INV Processor link.

Click the On-hand, Availability link.

Click the On-hand Quantity link.

Step / Action
The Query Material window for the selected organization is displayed.
Use this window to search for the item whose supply/demand history you wish to review.
Click in theItem / Revisionfield.

Enter the appropriate item number into theItem / Revisionfield.
In this example, enter"13236".
Note: The On-hand checkbox is selected by default.
Click theFindbutton.

The Material Workbench page is displayed.
The Material Workbench pageenables you to view material in receiving, on-hand quantities, and intransit material.
You can also view material across your organization. In addition, you can create and save queries, create move orders, and request cycle counts, as well as change material statuses.
Click the Organization folder.

Click the 897list item.

Click the On-hand list item.

Click theSORIVTsubinventory list item.

Click theAvailabilitybutton.

The Availability window is displayed.
The window displays the item's:
- Organization
- Subinventory
- Subinventory locator
- Total quantity
- The quantity available to reserve
- The quantity available to transact
This topic covered:
- Viewing an item's on hand quantity
End of Procedure.

Putaway Items

Learning Objective: In this topic, you will learn how to move items from received to put away.

The Putaway is the process of moving received inventory from the dock to a storage bin.

Upon completion of this topic you will be able to:

• Navigate the Receiving Transactions window.
• Complete the Putaway Items process.

Procedure

This topic will cover:

- Putting away received items

Estimated time to complete this topic is: 4 minutes

Step / Action
After logging on with your username and password, the Oracle application’s Home page is displayed.
In order toPutaway an item, click CCH XXX INV Receiver responsibility link.
Note: The responsibility link may vary depending on your organization.
In this example, click theCCH 897 INV Receiverlink.

Step / Action
Click the Transactions link.

Click the Receiving link.

Click the Receiving Transactions link.

Step / Action
The Find Receiving Transactions window is displayed.
Use this window to locate receiving transactions.
Click in thePurchase Orderfield to enter the PO number.

Step / Action
Enter the PO number into the Purchase Order Field.
In this example, enter 77000012245.
Step / Action
Click the Find button.

The Receiving Transactions window is displayed.
In this window, you can view the details of a specific receiving transaction by each item line.
Identify the items to be putaway by the item number in the Item column and click the line check box to select it.
Click theLine Check Boxoption for item 30784.

Select any additional items by clicking the line check box option.
In this example, click theLine Check Boxoption for item 52892.

Select any additional items by clicking the line check box option.
In this example, click theLine Check Boxoption for item 29908.

Select any additional items by clicking the line check box option.
In this example, click theLine Check Boxoption for item 29908.

Select any additional items by clicking the line check box option.
In this example, click theLine Check Boxoption for item 52892.

Select any additional items by clicking the line check box option.
In this example, click theLine Check Boxoption for item 30784.

Step / Action
Scroll across to find the Subinventory column.
Click the horizontalScrollbar.

The Subinventory and Locator fields will automatically populate.
If they do not auto populate then enter them manually from a list of values.
Step / Action
Click the Save button.

A Confirmation message displays showing that the transaction is complete.
This topic covered:
- Putting Away Items
End of Procedure.

Create Move Order Issue (non-PAR)

Learning Objective: In this topic, you will learn how tomanuallygenerate aMove OrderRequisition totransact subinventoryand accounttransferswithin your organization.

Once a requisition is approved, it becomes a Move Order. Move orders allow the movement of material for purposes like replenishment, material storage relocations, and quality handling. You can generate move orders either manually or automatically depending on the source type you use.

Upon completion of this topic you will be able to:

• Navigate to the Move Orders page.
• Setup a Move Order Issue source type.
• Assign items to the move order.
• Assign source and destination locators.
• Assign Required by Date and Move Order reason.
• Approve the Move Order Issue.

Procedure

This topic will cover:

- Creating a move order issue

Estimated time to complete this topic is: 7 minutes

Step / Action
In order to create a move order issue, click CCH XXX INV Processorresponsibility link.
Note: The responsibility link may vary depending on your organization.
In this example, click theCCH 897 INV Processorlink.

Click theMove Orderslink.

Click theMove Orderslink.

The Move Orders window is displayed, with:
- Statusdefaulted to "Incomplete"
- Move Order Type defaulted to "Requisition"
Note: the status will remain "Incomplete" until it is approved.
In this window, you can create or search for a move order.
In this example we will create a new move order.
Step / Action
PresstheTab key to move from the Number field to the description field.
The Move Order Number will automatically populate.
Enter a description into theDescriptionfield. In this example, enter"Training Demo".
Click in the Transaction Type field.

Click theTransaction TypeList of Values (LOV) button.

The Transaction Types window is displayed, with the following options:
- Move Order Issue: Issues items to a designated location.
- Move Order Transfer: Transfer items from one subinventory to another within the same inventory organization.
The defaulted transaction type is Move Order Issue.
Click theOKbutton to accept the default.

Click in theItemfield to enter the item number for which you want to perform a move order.

For this example, enter item number "20835".
Pressthe Tab key.
The Transaction Type will automatically populate to "Move Order Issue" and the current date will automatically populate in Date Required. This is the date the items are required to be in the destination subinventory.
Click in the Primary Quantity field.

Enter the quantity to movein the Primary Quantityfield. In this example, enter"200".
Click the Destination tab.

Click in the Location field.

Enter the destination of the item into theLocationfield.
In this example, enter"4891" to initiate a destination location search.
Pressthe Tab key to initiate a destination location search.
The Ship to Location window is displayed.
Select the 4891Provident Hospital RECOV location code list item.

Click theOKbutton.

You are automatically navigated to the Control tab where you can optionally enter a reason for the move in the Reason field and a Reference for the move.
Click in the Reference field.

Enter the desired reference information into theReferencefield.
In this example, enter"Training".
Click the Destination tab.

Click in the Account field.

The Account field will automatically populate with the accounting code associated with the destination location.
Click the Item tab to enter another item on the moveorder.

Click in the Item field.

Enter the item number into theItemfield.
In this example, enter"26635".
Pres the Tab key.
Click in the Primary Quantity field.

Enter the desired quantity into thePrimary Quantityfield.
In this example,enter"100".
Click theDestinationtab.

Click in the Location field.

Enter the desired location into theLocationfield.
In this example, enter"4891" to initiate a location search.
Pres the Tab key.
The Ship to Location window is displayed.
Select the 4891Provident Hospital RECOV location code list item.

Click the OK button.

You are automatically navigated to the Control tab where you can optionally enter a reason for the move in the Reason field and a Reference for the move.
Click in theReferencefield.

Enter the desired information into theReferencefield.
In this example, enter"Training".
Click the Destination tab.

Click in the Account field.

Click theItemtab to add an additional item on the move order.

Click in the Item field.

Enter the desired item number into theItemfield.
In this example, enter"22735".
Press the Tab key.
Click in the Primary Quantity field.

Enter the desired quantity into thePrimary Quantityfield.
In this example, enter"75".
Click the Destination tab.

Click in the Location field.

Enter the desired location information into theLocationfield.
Enter"4891".
Press the Tab key to initiate a location search.
Select the 4891 Provident Hospital SRUGAlist item.

Click the OK button.

Click in the Reference field.

Enter the desired information into theReferencefield.
In this example, enter"Training".
Click the Destination tab.

Click in the Account field.

Click theApprovebutton to issue the move order.

This topic covered:
- Creating a move order issue
End of Procedure.

Transact Move Order (non-PAR)

Learning Objective: In this topic, you will learn how to allocate items on an approved move order and transact it for movement.

After a move order has been approved, you must allocate the move order lines and then transact the move order.Each move order line is a single request. Allocating is the processof sourcingto fulfill a request line. Transacting is the process of transferring from the sourcing subinventory to the destination subinventory. You can either transact all the move order lines at once or transact one detail line at a time. Once transacted, the items can be picked and moved.

Upon completion of this topic you will be able to:

• Navigate to theTransact Move Order window.
• Allocate all move order line itemsor allocate one-line item at a time.
• Transact the move order.

Procedure

This topic will cover:

- Transacting a move order (non-PAR)

Estimated time to complete this topic is: 3 minutes

Step / Action
In order to transact a move order, click CCH XXX INV Processorresponsibility link.
Note: The responsibility link may vary depending on your organization.
In this example, click theCCH 897 INV Processorlink.

Click theMove Orderslink.

Click theTransactMove Orderslink.

Step / Action
The Find Move Order Lines window is displayed.
Click in theNumbersfield.

Enter the move order number to transact into the Numberfield.
In this example, enter"12017".
Click the Find button.

The Transact Move Orders window is displayed.
Click theSelectoption checkbox of the item(s) to transact.
In this example, click the checkbox of item number 20835.

Click theView/Update Allocationsbutton to manually

Click theSelect Available Inventorybutton to default the source subinventory with the available quantity.

Enter the desired information into the Selected Transaction Qty field. Enter "125".
Click theDonebutton.

Click theTransactbutton.

Click the Select option.

Click the Select option.

Click the Transact button.

Click the OK button.

This topic covered:
- Transacting a move order (non-PAR)
End of Procedure.

Complete Cycle Counts

Learning Objective: In this topic, you will learn how tocomplete cycle count entries.

Cycle counting is the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. You can perform cycle counting instead of taking complete physical inventories, or you can use both techniques side-by-side to verify inventory quantities and values.

TheCycle CountEntries page enables usersto enter the results of the cycle count, such as count date, person performing the count and the reason for the count.It also displays the adjustment calculations from the entered counts.

Upon completion of this topic you will be able to:

• Navigate to the Cycle CountEntries page.
• Select an opencycle count.
• Enter count details, such as quantity and reason.
• Save the cycle count entry.

Procedure

This topic will cover:

- Completing cycle count entries

Estimated time to complete this topic is: 3 minutes

Step / Action
After logging on with your username and password, the Oracle application’s Home page is displayed.
In order to complete cycle counts, click CCH XXX INV Processor responsibility link.
Note: The responsibility link may vary depending on your organization.
In this example, click theCCH 897 INV Processorlink.

Click theCountinglink.

Click theCycle Countinglink.

Click theCycle Count Entrieslink.

The Cycle Count Entries window is displayed.
Note: The Complete Cycle Count assumes a request has been automatically generated by a system predefined schedule or by an ad-hoc manual request entered by the Inventory Manager.
Step / Action
Click theCycle Count List of Values (LOV)button.

The Cycle Counts window is displayed.
Select the appropriate cycle count from the cycle count list.
In this example, select 1stMonCounts.

Click theOKbutton.

Click the Find button.

Click theYesbutton to include only open count request, excluding any recount requestsor rejected counts.

Click theCount Referencetab to enter the count reason, count date and count person.
Note: Counted by defaults to the user logged on, but can be changed if someone else performed the count.

Click theReason List of Values(LOV) button.

The Transaction Reasons window is displayed.
Select the Correct Count List item.

Click theOKbutton.

Click theCounttab.

Click the scrollbar to move tothe right to reveal additional fields.
Click in the Quantity field.

Enter the item's quantity into theQuantityfield.
In this example, enter"150".
Click theAdjustmentstab.

Notice the entered Count Quantity and the System Quantity values. These are the numbers that will be used for tolerance calculations.
Click the Count Reference tab.

Notice Counted byis defaulted to the current user and Count Date to the current date. Optionally, you can change the values to reflect the correct information.
Click theCounttab to review your entry.

Click theSavebutton to complete the cycle count.

This topic covered:
- Completing cycle count entries
End of Procedure.

Complete Physical Inventory Counts

Learning Objective: In this topic, you will learn how tocomplete physical inventory counts.