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Fast-Track Item-Creation Process inOracle Inventory using Workflow
Vikas Khurana, Infosys Technologies LimitedLalitha Valli Malkapuram, Infosys Technologies Limited
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Learning Objectives
!Appreciate the requirement for Automating the Item-Creationprocess
! Understand how Conventional Item-Creation process works
! Learn how to leverage Oracle API's/Interfaces and Fast-track theConventional process through automation
! Appreciate the usage-context of Automated process
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Speaker’s Qualifications
"Vikas Khurana
• Vikas is Technical Consultant in Enterprise Solutions (ES ) group of Infosys Technologies
• Vikas has 4+ years of experience in Oracle Apps arena and has worked extensively onDesign/Development of various applications
" Lalitha Valli Malkapuram
• Lalitha is Project Manager in Enterprise solutions (ES) group of Infosys Technologies
• Lalitha has 4+ years of experience in Oracle Apps domain and an overall experience of 8years in IT industry in various capacities
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
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Item Creation Automation – A Sample Requirement
" Context :# Shared Services environment with Centralized Administrative control
" Functional Requirement :
# User places a System-based request for Item-Creation to Shared-services admin
# Admin should receive a Automatic notification of the newly logged request
#Admin should be able to Approve/Reject the request
# Admin should be able to complete the Item-Creation process from a central location
• Item-Creation in Inventory
• Costing in Cost manager / Inventory
• Pricelist Assignment in Advanced Pricing / Order Management
• Sourcing Rule Assignment in Purchasing
• Cross References Creation
# Upon completion, User should receive a Automatic notification for Item-Creation
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
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Item Creation – The Conventional way
" Step 1 : Item-Creation in Inventory
" Step 2 : Costing in Cost Manager / Inventory
" Step 3 : Pricelist Assignment in Advanced Pricing / Order Management
" Step 4 : Sourcing Rule Assignment in Purchasing
" Step 5 : Cross Reference Creation in Inventory
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Conventional Item Creation Process–The Details
Process Sub-Process Navigation Hyperlink
C1.1 – Item-Creation in MasterInventory Org
Inventory$ Items$ Master Items Master Item
C1.2 – Category Assignment -Master Category Sets
Inventory$ Items$ Master Items$ Tools$ Categories
Master Category Sets
C1.3 – Template Assignment -Master Inventory Org
Inventory$ Items$ Master Items$ Tools$ Copy
Template Assignment
C1.4 – Org Assignment Inventory $ Items$ Master Items$ Tools$ Org Assignment
Org Assignment
C1.5 – Template Assignment -Inventory Org
Inventory$ Items$ Master Items$ Tools$ Copy
Org TemplateAssignment
C1.6 – Category Assignment -Org Category Sets
Inventory$ Items$ Master Items$ Tools$ Categories
Org Category Sets
Step 1 :Item-Creation in Inventory
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Conventional Item Creation Process–The Details
Process Sub-Process Navigation Hyperlink
Step 2 :Costing in Cost Manager / Inventory
C2.0 – Costing in Cost Manager / Inventory
Inventory $ Costs $ Item Costs Costing
Step 3 :Pricelist Assignment in AdvancedPricing / Order Management
C3.0 – Pricelist Assignment inOrder Management Order Management Super User$ Price Lists $ Price List Setup PricelistAssignment
Step 4 :Sourcing Rule Assignment inPurchasing
C4.0 – Sourcing Rule Assignmentin Purchasing
Purchasing Super User $Supply Base $ Assign SourcingRules
Souring RuleAssignment
C5.1 – Cross reference Creation inInventory
Inventory $ Items$ CrossReferences
CrossReference
C5.2 – Mfg Part Number Creation
in Inventory / Purchasing
Inventory $ Items$
Manufacturers’ Part Numbers $
By Items
Mfg Cross
Reference
C5.3 – Customer Item Number
Creation in Inventory / Order Management
Order Management Super User
$ Items$ Customer Items
Customer Item
Reference
Step 5 :Cross Reference Creation inInventory
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C1.1 : Item Creation in Master Inventory Org
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C1.2 : Category Assignment – Master Category Sets
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C1.3 : Template Assignment – Master Inventory Org
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C1.4 : Org Assignment
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C1.5 : Template Assignment – Inventory Org
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C1.6 : Category Assignment – Org Category Sets
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C2.0 : Costing in Cost Manager / Inventory
C O
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C3.0 : Pricelist Assignment in Order Management
C4 0 S i R l A i i P h i
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C4.0 : Souring Rule Assignment in Purchasing
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C5.1 : Cross Reference Creation in Inventory
C5 2 Mf P t N b C ti i I t
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C5.2 : Mfg Part Number Creation in Inventory
C5 3 Customer Item Number Creation in Inventory
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C5.3 : Customer Item Number Creation in Inventory
G A l i A A i S l R i
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Gap Analysis – As Against Sample Requirement
S No RequirementConventional
Way
1 User places a system-based request for Item-Creation to Shared-services admin No
2 Admin should receive a Automatic Notification of the newly logged request No
3 Admin should be able to Approve/Reject the request No
4 Admin should be able to complete the Item-Creation process from a Central location No
4.1 New Item Creation / Assignment of Item to Inventory Organizations Yes
4.2 Item Category Assignment Yes
4.3 Item Template Assignment Yes
4.4 Costing Yes
4.6 Souring Rule Assignment No
4.8 Manufacturing Part Number Creation Yes
4.9 Customer Item Number Creation No
4.5 Pricelist Assignment No
4.7 Cross Reference Creation No
5 User should receive a Automatic Notification for Item-Creation / Item-Rejection No
P t ti A d
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
Fast tracking Item Creation A Solution Framework
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Fast tracking Item-Creation – A Solution Framework
S No Requirement Solution Comments
1 User places a request for Item-Creation toShared-services admin
Step 1 : Item-Creation Request
Custom Item-Creation Request Form – XXINVICR.fmb
2 Admin should receive a Automatic
notification of the newly logged request
Step 2 : Item Request Notification
Custom Notification Workflow - XXINVICR.wft
associated with XXINVICR.fmb
3 Admin should be able to Approve/Reject therequest
Step 3 : Item Approval
Custom Item-Request Approval Form – XXINVIAP.fmb
4.1 Category Assignment Item Category Import - INV_ITEM_CAT_ASSIGN_OI
Spawned from XXINV_ITEM_CRTN_PKG.main()
4.3 Sourcing Rule Assignment Souring Rule Assignment API - MRP_SRC_ASSIGNMENT_PUB
Spawned from XXINV_ITEM_CRTN_PKG.main()
4.2 Template Assignment Custom Item-Request Approval Form – XXINVIAP.fmb
4 Admin should be able to complete the Item
creation process from a central location
Step 4 : Item-Creation Process
Custom Item-Creation concurrent program – XXINV_ITEM_CRTN_PKG.main()
Wrapper program associated with XXINVIAP.fmb
Fast tracking Item Creation A Solution Framework
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Fast tracking Item-Creation – A Solution Framework
S No Requirement Solution Comments
4.4 Item Accounts Custom Item-Request Approval Form – XXINVIAP.fmb
4.5 Org Assignment Item Import – INCOIN
Spawned from XXINV_ITEM_CRTN_PKG.main()
4.6 Pricelist Assignment Pricelist API - QP_PRICE_LIST_PUB
Spawned from XXINV_ITEM_CRTN_PKG.main()
4.7 Costing Costing Interface – CSTPCIMP
Spawned from XXINV_ITEM_CRTN_PKG.main() to import Cost
in Pending State
Standard Cost Update – CMCICU
Spawned from XXINV_ITEM_CRTN_PKG.main() to import Costin Frozen State
5 Admin / User should receive a Automatic
notification on completion of Item-Creation /Item- Rejection
Step 5 : Item Request Notification
Custom Notification Workflow - XXINVICR.wft
Spawned from XXINV_ITEM_CRTN_PKG.main
Workflow Create process - WF_ENGINE.CreateProcess ,
Workflow Start process -WF_ENGINE.StartProcess are theprocesses used to launch workflow
Fast tracking Item Creation Process The Details
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Fast tracking Item-Creation Process–The Details
Process Sub-Process Navigation Hyperlink
A1.1 – Item-Creation Request
by User
Item Creation Request
A1.2 – Org Assignment Org Assignment
A1.3 – Pricelist Assignment Pricelist Assignment
Step 2 :
Item Request Notification
A2.0 – Workflow Notification for
Item-Creation request
Item Request Notification
A4.7 – Costing Costing
Step 3 :
Item Approval
A3.0 – Item Approval Form Inventory $ Item Approval Item Approval
A4.1 – Category Assignment Item Approval
A4.2 – Template Assignment Item Approval
A4.3 – Sourcing Rule Assignment Item Approval
A4.4 – Item Accounts Item Accounts
A4.5 – Org Assignment Org Assignment
A4.6 – Pricelist Assignment Pricelist Assignment
Step 5 :Item-Creation / Item
Rejection Notification
A5.0 – Workflow Notification forItem-Creation / Item-Rejection
Item Creation Notification
Item Rejection Notification
Inventory $ Item ApprovalStep 4 :Item-Creation Process
Inventory $ Item-Creation
Request
Step 1 :
Item-Creation Request
Presentation Agenda
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Presentation Agenda
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
A1 1 : Item Creation Request Form
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A1.1 : Item Creation Request Form
Item RequestType
Item Type
ItemNumber
ItemCategories
InventoryOrganizations
Pricelists
Item Attributes
RequestNotification
A1 2 : Org Assignment
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A1.2 : Org Assignment
A1.3 : Pricelist Assignment
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A1.3 : Pricelist Assignment
A2 0 : Item Creation Request Notification
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A2.0 : Item Creation Request Notification
Item Approvalform
A3 0 : Item Approval Form
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A3.0 : Item Approval Form
Item RequestType
Item Attributes
Item Accounts
InventoryOrganizations
Pricelists
Costing
Approve / Reject
A4 4 : Item Accounts
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A4.4 : Item Accounts
A4.5 : Org Assignment
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A4.5 : Org Assignment
A4.6 : Pricelist Assignment
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A4.6 : Pricelist Assignment
A4.7 : Costing
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A4.7 : Costing
A5.0 : Item Creation Notification
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A5.0 : Item Rejection Notification
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Item Creation – Conventional vs. Automated way
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S No Requirement
Conventional
Way
Automated
Way
1 User places a system-based request for Item-Creation to Shared-services admin No Yes
2 Admin should receive a Automatic Notification of the newly logged request No Yes
3 Admin should be able to Approve/Reject the request No Yes
4 Admin should be able to complete the Item-Creation process from a Central location No Yes
4.1 New Item-Creation / Assignment of Item to Inventory Organizations Yes Yes
4.2 Item Category Assignment Yes Yes
4.3 Item Template Assignment Yes Yes
4.3 Costing Yes Yes
4.4 Pricelist Assignment No Yes
4.5 Souring Rule Assignment No Yes
4.6 Cross Reference Creation No No
4.7 Manufacturing Part Number Creation Yes No
4.8 Customer Item Number Creation No No
5 User should receive a Automatic Notification for Item-Creation / Item-Rejection No Yes
Presentation Agenda
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g
" Item-Creation Automation – A Sample Requirement
" Item-Creation – The Conventional way
" Fast tracking Item-Creation – A Solution Framework
" Item-Creation – Conventional vs. Automated way
" Conclusion
Automated Item Creation – Advantages & Limitations
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S No Type Advantages Limitations
1 Process Optimization
Consolidates and streamlines thenavigations Cannot be used for mass-upload of items
Enhances the std. functionality byproviding workflow notifications atvarious stages
2 Costing / Pricelist / Item-attributes
control
Optimizes the process ofassociating multiple pricelists
Centralized control for Costing, thatwould import material, material-overhead costs
Cannot be used where resource/resourceoverhead costs are involved
Facilitates Centralized control overitem-attributes
Cannot be used for updating Item-attributes
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Q & A
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Thank You!