JD Edwards EnterpriseOne Inventory Management

JD Edwards EnterpriseOneInventory Management

Business Challenges How Do I? Build an inventory system to anchor my complex supplychain processes? Functional hierarchy of classifications Manage units of measure and conversions Manage manufacturing information Streamline high volume everyday transactions with speedand accuracy? 2Copyright 2021, Oracle and/or its affiliatesIssuesAdjustmentsTransfersPhysical inventories

Inventory Management at a Glance

Inventory Management at a GlanceProduct Features Item/Part Definition & maintenance Item/Part classification control ABC analysis Reorder point inventory control Use/history calculations and recommended stock levels Available to promise (Available on-hand andallocation controls) Bin tracking/warehouse controls Attachments Consignment/pay on consumption Cycle/Physical counting procedures UCC 128 Compliance EDI Electronic Commerce One View Reporting4Copyright 2021, Oracle and/or its affiliates

EnterpriseOne Integrated urementSupply Reduce Cost and ComplexityWarehouseManagementGeneral LedgerOne ViewReportingInventoryManagementAddress BookManufacturing/Planning ntsReceivable5AdvancedPricingCopyright 2021, Oracle and/or its affiliates Eliminate IntegrationSales OrderManagement Reduce Risk and Upgrade Issues Eliminate Problems with Reconciliation Simplify Support

Inventory Management Benefits

Benefits Fully integrated inventory for end-to-end visibility Manufacturing/PDM/SFC/Requirements PlanningDistribution/Warehouse ManagementTransportation ManagementFinancials Easily support unique requirements by location and customer Multiple UOM conversions/dual UOM Multiple attributes Advanced lot control/grade and potency Quickly adapt inventory management to business needs Cycle counting Supports EDI electronic commerce Cross docking7Copyright 2021, Oracle and/or its affiliates

Inventory Management Features

DefinitionGlobal Item/Part DefinitionItem Master DefinitionANALYSISGlobal Item MasterStandard Definition for Data CaptureDescriptionPrice, Cost, etc.Branch/Plant MasterFacility Specific DataCost,Price,Finished Good/Component etc.Branch/Plant MasterFacility Specific DataCost,Price,Finished Good/Component etc.Branch/Plant MasterFacility Specific DataCost,Price,Finished Good/Component etc.Serial/Lot/Location InformationSerial/Lot/Location InformationSerial/Lot/Location InformationSerial/Lot/Location InformationSerial/Lot/Location InformationSerial/Lot/Location InformationProvides virtually unlimited stocking locations/classificationsOne single view of global availability across all facilities9Easy consolidation of all item activities across facilitiesCopyright 2021, Oracle and/or its affiliatesAVAILABILITY

Item/Part Definition and MaintenanceAll information about an item can be accessed from this form usingthe “row” or “form” exit button. Note that security can be applied tothis function, in which case inaccessible items can either be“grayed” out or removed from the menu completely.10Copyright 2021, Oracle and/or its affiliates

Basic Item Master DataBasic Item Data Define how an item isstocked, classified,costed and controlled11Copyright 2021, Oracle and/or its affiliates

Basic Item Master DataAdditional Information Item classification,groupings, andrankings12Copyright 2021, Oracle and/or its affiliates

Basic Item Master DataWeights and MeasuresMultiple units of measureenable an item to bemanufactured, purchased,sold, priced and shipped inany unit of measure.Unit of Measure Conversion table willconvert any unit or measure to anyother unit of measure for bothstandards and user-defined units ofmeasure.13Copyright 2021, Oracle and/or its affiliates

Basic Item Master DataLot Processing Definition Supports standard lotprocessing and CPG Shelf Life days Best before/Sell by User defined days14Copyright 2021, Oracle and/or its affiliates

Item Master DataNOTE: Imagecan beautomaticallyattached toOrders orDocuments15Copyright 2021, Oracle and/or its affiliates

Item/Part Definition and MaintenanceEach item can be classified using 25 or moreCategory Codes that can have almost unlimitedvalues drawn from a user-defined table16Copyright 2021, Oracle and/or its affiliates

Item/Part Definition and Maintenance Item Branch RecordPlant Manufacturinginformation Leadtime Information How item is planned How item is issued towork orders Tabs for service andwarranty information17Copyright 2021, Oracle and/or its affiliates

Item/Part Definition and Maintenance Item Branch RecordReorder pointinventory control foritems not planned byMRP Define values forminimum, maximumand multiples Enter reorder point orhave system calculateusing APICS formulas.18Copyright 2021, Oracle and/or its affiliates

Multi-Attribute Item – Structure DefinitionApparel/Attribute Managementsupports up to 10 levels of amulti-attribute item.19Copyright 2021, Oracle and/or its affiliates

Item Availability Summary All Branches* All BranchesItem AvailabilitySummary Allows a user to reviewavailability information onany inventory item.20Copyright 2021, Oracle and/or its affiliates

Item Availability Summary by BranchSingle BranchItem AvailabilitySummary Allows a user to reviewavailability information onany inventory item.21Copyright 2021, Oracle and/or its affiliates

Item AvailabilityItem Availability Detailed Display item inventory information based onthe availability definitions in the Branch/PlantConstants. View detailed quantity information about anitem in a specific location. Verify the quantity committed compared tothe quantity in that location.22Copyright 2021, Oracle and/or its affiliates

Item LedgerItem Ledger The Item Ledger Inquiry is designedto provide a detailed history of alltransactions which have occurred foran individual item.23Copyright 2021, Oracle and/or its affiliates

Supply/Demand InquiryOn-Line Supply &Demand Inquiry Showing Time-PhasedSupply vs. Demand andAvailability24Copyright 2021, Oracle and/or its affiliates

Part Availability by Multi-Level BOMPart Availability by Billof Material RED indicates negativequantity available.25Copyright 2021, Oracle and/or its affiliates

Multi-Attribute Item Availability Illustration26Copyright 2021, Oracle and/or its affiliatesApparel/Attribute Managementprovides matrix entry and viewingof multi-attribute items along withillustrating quantity available ateach SKU level for inventoryissues, adjustments & transfers.

Inventory Count Alternatives27CycleCountPhysicalCountItem BasedDone PerpetuallyFacility stays openModern MethodLocation BasedDone PeriodicallyFacility closesCopyright 2021, Oracle and/or its affiliates

Cycle Count StepsStartSelectitems tobe countedRun CycleCountUpdateRecountbased unt sheets ordisplay countsonR/F devices.Copyright 2021, Oracle and/or its affiliatesReviewvariancesEntercounts

Count Select Processing Select Items by next count date which is automaticallyupdated based on item classifications. Updated through manual selection screen Updated when discrepancy conditions encountered (eg. BillRelease) Updated at count update based on inventory categorization ABC Class Cycle Count Category 29Select items where availability is negative.Select items that have no orders committed.Select Items at your own discretion.Select Items by location or range of locations.Select Items on a combination of these criteria.Copyright 2021, Oracle and/or its affiliates

Cycle CountsCycle Count Selection Workbench to help managedaily counts and ensure count balance.30Copyright 2021, Oracle and/or its affiliates

TransactionsBasic Inventory IssueInventory Issue:Perform a variety of tasks that relate to issuing inventory items - for example: Record the use of inventory items by an operating department. Remove obsolete or damaged goods from inventory. Issue inventory to a project, work order, or job.31Copyright 2021, Oracle and/or its affiliates

TransactionsWork Order Inventory IssueWork Order Inventory Issues This program is designed for issuinginventory for a specific work order. The detail information comes from theWork Order Parts List.32Copyright 2021, Oracle and/or its affiliates

TransactionsInventory AdjustmentsInventory Adjustments Examples: Adjust in to stock initial the inventoryamount. Off cycle inventory corrections.33Copyright 2021, Oracle and/or its affiliates

TransactionsTransfer or ReclassificationTransfer or Reclassification Transfer or reclassifyinventory ‘from’ and ‘to’ abranch, lot/location, etc.34Copyright 2021, Oracle and/or its affiliates

Inventory Management One View Reporting

BenefitsOne View Reporting Inventory ManagementEnhance Real-Time Decision Making Use interactive reports with lists, charts, and graphs to drill down to the level of detailrequired to make informed business decisions View real-time inventory activity to maximize your inventory quantity levels Analyze your inventory costs throughout your supply chainImprove Supply Chain Inventory Levels Gain historical insight of inventory items and trending analysis over a pre-defined periodof time Broad visibility of the average cost of items across branch/plants, over a fiscal period, bylocation and lot Perform analysis and comparisons of the average cost of items across companiesDecrease Cost of Reporting Enable end users to design, create, run, and sharereports Codes vs. descriptions, group by customer, sum by category code, tablevs.chart .View your data the way you want to view it! Free up IT resources for projects36Copyright 2021, Oracle and/or its affiliates

Solution – One View Reporting InventoryAn InquiryApplication to getyou the data youneed in a formatthat is easilyunderstood byyour usersBI Publisher tocreate, update andrender reports withdifferent types ofcomponents – piecharts, gauges, bargraphs, and manyothers37Copyright 2021, Oracle and/or its affiliates

One View Reporting for Inventory ManagementFunctional Scope4 Applications, 16 Reports, 196 Report Components One View Average Cost Analysis from ItemLedger Inquiry (P41270) Average Cost Analysis by Branch Plant Average Cost Analysis by Lot/SerialNumber Average Cost Analysis by Month/GLDate Average Cost Analysis One View Inventory Cost Analysis By ItemAsOf Inquiry (P41272) Average As Of Cost by Item and BranchPlant Average As Of Cost by Location and Lot Average As Of Cost by Item and FiscalYear Average As Of CostAnalysis One View Inventory Valuation Analysis Inquiry(P41271) Inventory Valuation by Item Inventory Valuation by Branch Plant Inventory Valuation by Location Inventory ValuationAnalysis One View Item Usage Trace Inquiry (P41273) Item Usage Trace by Item Branch Item Usage Trace by Item and Date Item Usage Trace by Week Item Usage TraceAnalysis38Copyright 2021, Oracle and/or its affiliates

Inventory Management Summary

Inventory Management Summary Oracle’s JD Edwards EnterpriseOne Inventory Management allows forpinpoint accuracy of product quantities and locations and instant accessto item availability information—both within the facility and throughoutthe enterprise. Inventory Management offers complete tracking of inventory from thetime you receive items from the vendor to the instant you ship thegoods to your customer.40Copyright 2021, Oracle and/or its affiliates

Perform a variety of tasks that relate to issuing inventory items - for example: Record the use of inventory items by an operating department. Remove obsolete or damaged goods from inventory. Issue inventory to a project, work order, or job.