Oracle R12 Inventory Module – Setup Steps

Oracle R12 Inventory Module – Setup Steps

Oracle Inventory – Setups steps to be followed during the implementation:

Step#	Setup	Description	Remarks
1	Setup System Administrator Responsibility	For User Creations & Printer Setups	Required
2	Define Inventory Key Flexfields	To set HR Employee & Inventory Item Flexifields	Required
3	Define Locations	To define locations for the inventory orgs, operating units.	Required
4	Define Personnel	Define employees, jobs, positions	Prerequisite setup for Inventory.
5	Define Organization Calendars	To define period types, transaction calendars & workday calendar.	Required
6	Define Organizations	To create Legal entities, Ledgers, Business Group, Operating Units, Master org & Inventory org.	Required
7	Define Organization Parameters	To define Inventory Parameters, Costing, Accounting, Item Control & Inter org information.	Required
8	Define Intercompany Relations	To define intercompany relation between the organizations	Required
9	Define Receiving Options	To define receiving parameters for the organizations	Optional
10	Define Unit of Measurement Classes	To define the unit of measurement classes	Required
11	Define Unit of Measurements	Define the units of measure for supply of items.	Required
12	Define Unit of Measurement Conversions	Define the conversion factors for the unit of measurements	Optional
13	Define Subinventories	Define Supply, Storage subinventories for the organization	Required
14	Define Stock Locators	Define the locators for the subinventories	Required
15	Define Item Attributes	Define the Item Attributes controls to control the items in the org,	Required
16	Define Categories	Define Item Categories	Required
17	Define Category Set	Define Item, Purchasing Category Sets	Required
18	Define Default Category Set	Define Inventory, Purchasing Category Sets	Required
19	Define Statuses	Define Item Statuses	Required
20	Define Item Catalog Groups	Define Item Catalog Groups	Optional
21	Define Item Types	To Define Item Types	Optional
22	Define Item Templates	To Define Templates for defining items in the org	Optional
23	Define Cross Reference Types	To Define Item Cross References	Optional
24	Define Item Delete Constraints	To Define Item deletion Constraints	Optional
25	Define Cost Types	To Define Cost Type for the Organization	Required
26	Define Cost Activities	To Define Cost Activities	Optional
27	Define Material Sub-Elements	To Define Material Sub-elements	Optional
28	Define Material Overheads	To Define Material Overheads	Optional
29	Define Default Material Overheads Rates	To Define the Default Material Overheads rates	Optional
30	Define Freight Carriers	To Define the Freight carries	Optional
31	Define Shipping Networks	To Define the Shipping Network Setup within the orgs for Inter org Transfers & Internal Orders	Optional
32	Define Shipping Methods	To Define the Shipping Methods	Optional
33	Define Transaction Sources Types	To Define the Transaction Source types required for the org.	Optional
34	Define Transaction Types	To Define the Transaction types required for the org.	Optional
35	Define Transaction Reasons	To Define the Transaction Reasons	Optional
36	Define Purchasing Options	Define Purchasing options for each operating units	Optional
37	Open Accounting Periods	Open the Accounting periods based on the periods	Required
38	Set Profile Options	To set the required profile options based on the business needs	Required
39	Define Container Types	To define the container type details	Optional
40	Define Commodity Codes	To define Commodity codes	Optional
41	Define Customer Items	To define the customer item details against the items	Optional
42	Define Item Cross Reference	Define item cross references for ordering by customer part number or any generic item number.	Optional
43	Define Items	Define the Items which are to be purchased.	Required