Fast-Track Item-Creation Process in Oracle Inventory using Workflow

Vikas Khurana, Infosys Technologies Limited Lalitha Valli Malkapuram, Infosys Technologies Limited

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Learning Objectives! Appreciate the requirement for Automating the Item-Creation

process

! Understand how Conventional Item-Creation process works

! Learn how to leverage Oracle API's/Interfaces and Fast-track the Conventional 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 on Design/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 8 years 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 Master Inventory 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 Template Assignment

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 HyperlinkStep 2 : Costing in Cost Manager / Inventory

C2.0 – Costing in Cost Manager / Inventory

Inventory $ Costs $ Item Costs Costing

Step 3 : Pricelist Assignment in Advanced Pricing / Order Management

C3.0 – Pricelist Assignment in Order Management

Order Management Super User $ Price Lists $ Price List Setup

Pricelist Assignment

Step 4 : Sourcing Rule Assignment in Purchasing

C4.0 – Sourcing Rule Assignment in Purchasing

Purchasing Super User $Supply Base $ Assign Sourcing Rules

Souring Rule Assignment

C5.1 – Cross reference Creation in Inventory

Inventory $ Items $ Cross References

Cross Reference

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 in Inventory

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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

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C3.0 : Pricelist Assignment in Order Management

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C4.0 : Souring Rule Assignment in Purchasing

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C5.1 : Cross Reference Creation in Inventory

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C5.2 : Mfg Part Number Creation in Inventory

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C5.3 : Customer Item Number Creation in Inventory

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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

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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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Fast tracking Item-Creation – A Solution Framework

S No Requirement Solution Comments

1 User places a request for Item-Creation to Shared-services admin

Step 1 : Item-Creation RequestCustom Item-Creation Request Form – XXINVICR.fmb

2 Admin should receive a Automatic notification of the newly logged request

Step 2 : Item Request NotificationCustom Notification Workflow - XXINVICR.wftassociated with XXINVICR.fmb

3 Admin should be able to Approve/Reject the request

Step 3 : Item ApprovalCustom Item-Request Approval Form – XXINVIAP.fmb

4.1 Category Assignment Item Category Import - INV_ITEM_CAT_ASSIGN_OISpawned from XXINV_ITEM_CRTN_PKG.main()

4.3 Sourcing Rule Assignment Souring Rule Assignment API - MRP_SRC_ASSIGNMENT_PUBSpawned 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 ProcessCustom Item-Creation concurrent program –XXINV_ITEM_CRTN_PKG.main()Wrapper program associated with XXINVIAP.fmb

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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 – INCOINSpawned from XXINV_ITEM_CRTN_PKG.main()

4.6 Pricelist Assignment Pricelist API - QP_PRICE_LIST_PUBSpawned from XXINV_ITEM_CRTN_PKG.main()

4.7 Costing Costing Interface – CSTPCIMPSpawned from XXINV_ITEM_CRTN_PKG.main() to import Cost in Pending StateStandard Cost Update – CMCICUSpawned from XXINV_ITEM_CRTN_PKG.main() to import Cost in Frozen State

5 Admin / User should receive a Automatic notification on completion of Item-Creation / Item- Rejection

Step 5 : Item Request NotificationCustom Notification Workflow - XXINVICR.wftSpawned from XXINV_ITEM_CRTN_PKG.main

Workflow Create process - WF_ENGINE.CreateProcess ,Workflow Start process -WF_ENGINE.StartProcess are the processes used to launch workflow

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Fast tracking Item-Creation Process–The DetailsProcess 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 for Item-Creation / Item-Rejection

Item Creation NotificationItem Rejection Notification

Inventory $ Item ApprovalStep 4 :Item-Creation Process

Inventory $ Item-Creation Request

Step 1 :Item-Creation Request

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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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A1.1 : Item Creation Request Form

Item Request Type

Item Type

Item Number

Item Categories

Inventory Organizations

Pricelists

Item Attributes

Request Notification

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A1.2 : Org Assignment

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A1.3 : Pricelist Assignment

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A2.0 : Item Creation Request Notification

Item Approval form

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A3.0 : Item Approval Form

Item Request Type

Item Attributes

Item Accounts

Inventory Organizations

Pricelists

Costing

Approve / Reject

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A4.4 : Item Accounts

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A4.5 : Org Assignment

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A4.6 : Pricelist Assignment

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A4.7 : Costing

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A5.0 : Item Creation Notification

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A5.0 : Item Rejection Notification

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Item Creation – Conventional vs. Automated way

S No RequirementConventional

WayAutomated

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

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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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Automated Item Creation – Advantages & Limitations

S No Type Advantages Limitations1 Process Optimization

Consolidates and streamlines the navigations

Cannot be used for mass-upload of items

Enhances the std. functionality by providing workflow notifications at various stages

2 Costing / Pricelist / Item-attributes control

Optimizes the process of associating multiple pricelists

Centralized control for Costing, that would import material, material-overhead costs

Cannot be used where resource/resource overhead costs are involved

Facilitates Centralized control over item-attributes

Cannot be used for updating Item-attributes

Q & A

Thank You!