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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 2
Inventory Management Cloud Service
Overview
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
3
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Oracle Cloud
Application Families
Financials
Accounting
Hub Reporting
Project
Management
Revenue
Management
Project
Financial
Management
Procurement
Transportation
& Global Trade
Management
Product Value
Chain
Inventory and
Costing
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
SCM Cloud Services Roadmap
Prior: R8
Inventory (with Procurement), Product Hub
Current: R9
Innovation Management, Product Development, OTM & GTM
Next: R10 (This Calendar Year)
Quote to Cash (CPQ Cloud & DOO/Inventory)
Future: R11 (Late This Calendar Year)
Manufacturing, Planning, Order Management
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any
features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Oracle ERP Cloud Service
• Casual users or Buyers buy goods by item - OR -
• Stock levels for certain goods are automatically
replenished
• Casual users or Buyers “Receive” goods - OR -
• Receiving Agent receives goods into stocking location
• Goods are managed and distributed by stock /
warehouse personnel
Procure Expensed Goods and Services
Solution:
• Purchasing and Self-service Procurement
– Self-service / Desktop Receiving
• Inventory Management & Supply Chain Managerial
Accounting
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 7
Inventory Key Objects
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Inventory Organizations
Company
Distribution
Center
Warehouse
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Inventory Organization Structure
Organization
Subinventories
Locators
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
What is a Subinventory?
Finished goods
Raw materials
Defective items
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Sample Inventory Organization
Receiving
sub
Raw materials
sub
Manufacturing
sub
Finished goods
sub
Inspection
sub
Defective
goods
sub
Shipping sub
Inbound
Outbound Outbound
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Locator Control
Row
Rack
Bin
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Dynamic and Previously Defined Locators
• Dynamic Locators
– Generate during a transaction as
needed
• Previously Defined Locators
– Predetermined
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Subinventory-Locator Relationship
Subinventory: BULK Subinventory: FROZEN
With locator control Without locator control
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 15
Define Items
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
• Item Terminology
• Item Attributes
• Item Creation Methods
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Item Terminology
 Item: An entity that represents products/services that a business
manufacturers, stocks or sells.
 Item Revision: Allows tracking changes to an item or its data
over a period of time and generally represents a form/fit/function
of the item at a given point in time.
 Item Attributes: Attributes describe a product or a service in
terms of its characteristics, features or properties.
– Operational Attributes (pre-defined attributes)
– Transactional Item Attributes
– Extended or User Defined Attributes
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Item Attributes
 Attributes are named entities whose values describe various
qualities of a product item.
 The following types of attributes are available:
– Main attributes
– Operational attributes
– User-defined attribute groups and attributes
– Additional information attributes
– Transactional attributes
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Item Attributes – UOM Related
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Item Attributes – Inventory Related
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Item Attributes – Min-Max Related
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Item Attributes – Receiving Related
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Item Creation Methods
 Create item manually – Script 01
 Copy from existing item – Script 02
 Create item using SAAS controlled spreadsheet
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Traditional Challenges of ERP-based Inventory
• Designed for Transaction Reporting not WORK EXECUTION
• Fixed financial events tied to Inventory Movement
• Fragmented reporting and Business Intelligence Solutions
1
2
3
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Fusion Inventory Management Cloud Service
Overview
Returns
Transfers
Supply
Purchases
Transfers
SOA-based Integration
Receive
Inspect
Put Away Replenish
Cycle Count
Move
Pick
Report
Transfer
Physical
Inventory
Consume
Consign
Supply Chain
Managerial Acctg
Procurement Financials
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 26
Receiving
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Receiving
• Supplier ASNs/ASBNs support from Supplier Portal
• 1, 2 or 3 step receiving
– Inspection
– Put Away
• Unordered Receipts
• Correction
• Supplier Returns
• ASN/ASBN, Receiving, Inspection, Put Away, Correct and Return spreadsheet and web-
service capabilities
Key Features
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Receipts Work Area
Drill into Receiving,
Inspection or Putaway
pages directly
Drill into Receiving,
Inspection or Put
Away pages directly
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Receipts Work Area Expected, Received and
Outstanding Work
Summary
Hover and drill into
tasks
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Receiving
Drill into Source
Document
Contextual Action to
get details of items
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Receiving
Receive one or multiple
lines
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Receiving
Enter Receipt Details in
summary form
Enter Receipt Details in
detailed form
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Receiving
Enter Receipt
Information
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Fusion Receiving – User Roles and Objectives
• Process inbound receipts
in a timely manner
• Properly stock inventory
• Return unacceptable
items to the vendor
• Inspect and receive
customer returns back
into the appropriate stock
location
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 35
Inventory
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Inventory
• Manage Item Quantities
• Movement Requests
• Miscellaneous Transactions and Transfers
• Inter-org Transfer
• Cycle Count / Physical Inventory
• Min/Max Replenishment
• Miscellaneous Transaction and Cycle Count spreadsheet and web-service capabilities
Key Features
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Warehouse Operations
Click Metrics to
view/manage work
load
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Procure and Manage Inventoried Goods
Inventory Work Area
Launch Pad for Role-
based Tasks
Tree-table view of
Inventory Balances
Easy access to reports
and analytics
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Fusion Inventory – User Roles and Objectives
• Comprehensive
Inventory Visibility
• Ensure Inventory
Accuracy
• Minimize
Inventory Levels
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 40
Shipping
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Shipping*
• Manage Reservations
• Manage and Release Pick Waves
• Confirm Picks
• Manage Shipments / Shipment Lines
• Communicate Shipments to Trading Partners
Key Features
* Private Cloud or On-premise
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Proactive Warehouse Work Management
Shipping Work Area
Work Summary in
Different Views
Contextual Actions
Work by Status
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Fusion Shipping – User Roles and Objectives
• Flexibility and ease in
editing, creating or
transferring demand or
supply for a reservation
• Minimize costs by
proactively and
effectively managing
the pick-pack-ship
cycle
• Process shipments
quickly and accurately
to satisfy customer
demand
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 44
Business Intelligence
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
Complete Inventory Intelligence Portfolio
Configurable Document
Generation
Configurable
Dashboards, KPIs &
Trend Analysis
Real time, Embedded
Analytics
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
BI in Fusion Applications
Inventory Receiving
Balances All Receipts
Supply Receipts by Type
Transactions Intransit by Type
Organization Receipt Transactions
Consistent, Timely, Complete
• Real time, self service reporting
directly off transactional data
• Subject Areas covering all areas
• Easy to create and share reports
Oracle
Transactional
Business
Intelligence (OTBI)
Subject Areas
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 47
www.oracle.com/scm

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1-Inventory Management Cloud Service.pdf

  • 1.
  • 2. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 2 Inventory Management Cloud Service Overview
  • 3. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 3
  • 4. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Oracle Cloud Application Families Financials Accounting Hub Reporting Project Management Revenue Management Project Financial Management Procurement Transportation & Global Trade Management Product Value Chain Inventory and Costing
  • 5. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. SCM Cloud Services Roadmap Prior: R8 Inventory (with Procurement), Product Hub Current: R9 Innovation Management, Product Development, OTM & GTM Next: R10 (This Calendar Year) Quote to Cash (CPQ Cloud & DOO/Inventory) Future: R11 (Late This Calendar Year) Manufacturing, Planning, Order Management The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
  • 6. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Oracle ERP Cloud Service • Casual users or Buyers buy goods by item - OR - • Stock levels for certain goods are automatically replenished • Casual users or Buyers “Receive” goods - OR - • Receiving Agent receives goods into stocking location • Goods are managed and distributed by stock / warehouse personnel Procure Expensed Goods and Services Solution: • Purchasing and Self-service Procurement – Self-service / Desktop Receiving • Inventory Management & Supply Chain Managerial Accounting
  • 7. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 7 Inventory Key Objects
  • 8. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Inventory Organizations Company Distribution Center Warehouse
  • 9. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Inventory Organization Structure Organization Subinventories Locators
  • 10. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. What is a Subinventory? Finished goods Raw materials Defective items
  • 11. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Sample Inventory Organization Receiving sub Raw materials sub Manufacturing sub Finished goods sub Inspection sub Defective goods sub Shipping sub Inbound Outbound Outbound
  • 12. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Locator Control Row Rack Bin
  • 13. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Dynamic and Previously Defined Locators • Dynamic Locators – Generate during a transaction as needed • Previously Defined Locators – Predetermined
  • 14. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Subinventory-Locator Relationship Subinventory: BULK Subinventory: FROZEN With locator control Without locator control
  • 15. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 15 Define Items
  • 16. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. • Item Terminology • Item Attributes • Item Creation Methods
  • 17. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Item Terminology  Item: An entity that represents products/services that a business manufacturers, stocks or sells.  Item Revision: Allows tracking changes to an item or its data over a period of time and generally represents a form/fit/function of the item at a given point in time.  Item Attributes: Attributes describe a product or a service in terms of its characteristics, features or properties. – Operational Attributes (pre-defined attributes) – Transactional Item Attributes – Extended or User Defined Attributes
  • 18. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Item Attributes  Attributes are named entities whose values describe various qualities of a product item.  The following types of attributes are available: – Main attributes – Operational attributes – User-defined attribute groups and attributes – Additional information attributes – Transactional attributes
  • 19. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Item Attributes – UOM Related
  • 20. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Item Attributes – Inventory Related
  • 21. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Item Attributes – Min-Max Related
  • 22. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Item Attributes – Receiving Related
  • 23. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Item Creation Methods  Create item manually – Script 01  Copy from existing item – Script 02  Create item using SAAS controlled spreadsheet
  • 24. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Traditional Challenges of ERP-based Inventory • Designed for Transaction Reporting not WORK EXECUTION • Fixed financial events tied to Inventory Movement • Fragmented reporting and Business Intelligence Solutions 1 2 3
  • 25. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Fusion Inventory Management Cloud Service Overview Returns Transfers Supply Purchases Transfers SOA-based Integration Receive Inspect Put Away Replenish Cycle Count Move Pick Report Transfer Physical Inventory Consume Consign Supply Chain Managerial Acctg Procurement Financials
  • 26. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 26 Receiving
  • 27. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Receiving • Supplier ASNs/ASBNs support from Supplier Portal • 1, 2 or 3 step receiving – Inspection – Put Away • Unordered Receipts • Correction • Supplier Returns • ASN/ASBN, Receiving, Inspection, Put Away, Correct and Return spreadsheet and web- service capabilities Key Features
  • 28. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Receipts Work Area Drill into Receiving, Inspection or Putaway pages directly Drill into Receiving, Inspection or Put Away pages directly
  • 29. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Receipts Work Area Expected, Received and Outstanding Work Summary Hover and drill into tasks
  • 30. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Receiving Drill into Source Document Contextual Action to get details of items
  • 31. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Receiving Receive one or multiple lines
  • 32. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Receiving Enter Receipt Details in summary form Enter Receipt Details in detailed form
  • 33. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Receiving Enter Receipt Information
  • 34. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Fusion Receiving – User Roles and Objectives • Process inbound receipts in a timely manner • Properly stock inventory • Return unacceptable items to the vendor • Inspect and receive customer returns back into the appropriate stock location
  • 35. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 35 Inventory
  • 36. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Inventory • Manage Item Quantities • Movement Requests • Miscellaneous Transactions and Transfers • Inter-org Transfer • Cycle Count / Physical Inventory • Min/Max Replenishment • Miscellaneous Transaction and Cycle Count spreadsheet and web-service capabilities Key Features
  • 37. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Warehouse Operations Click Metrics to view/manage work load
  • 38. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Procure and Manage Inventoried Goods Inventory Work Area Launch Pad for Role- based Tasks Tree-table view of Inventory Balances Easy access to reports and analytics
  • 39. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Fusion Inventory – User Roles and Objectives • Comprehensive Inventory Visibility • Ensure Inventory Accuracy • Minimize Inventory Levels
  • 40. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 40 Shipping
  • 41. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Shipping* • Manage Reservations • Manage and Release Pick Waves • Confirm Picks • Manage Shipments / Shipment Lines • Communicate Shipments to Trading Partners Key Features * Private Cloud or On-premise
  • 42. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Proactive Warehouse Work Management Shipping Work Area Work Summary in Different Views Contextual Actions Work by Status
  • 43. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Fusion Shipping – User Roles and Objectives • Flexibility and ease in editing, creating or transferring demand or supply for a reservation • Minimize costs by proactively and effectively managing the pick-pack-ship cycle • Process shipments quickly and accurately to satisfy customer demand
  • 44. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 44 Business Intelligence
  • 45. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Complete Inventory Intelligence Portfolio Configurable Document Generation Configurable Dashboards, KPIs & Trend Analysis Real time, Embedded Analytics
  • 46. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. BI in Fusion Applications Inventory Receiving Balances All Receipts Supply Receipts by Type Transactions Intransit by Type Organization Receipt Transactions Consistent, Timely, Complete • Real time, self service reporting directly off transactional data • Subject Areas covering all areas • Easy to create and share reports Oracle Transactional Business Intelligence (OTBI) Subject Areas
  • 47. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 47 www.oracle.com/scm