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JD Edwards EnterpriseOne Inventory Management Overview

2 © 2012 Oracle Corporation – Proprietary and Confidential © 2012 Oracle Corporation – Proprietary and Confidential

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.

Safe Harbor Statement


Agenda

• Business Challenges • Inventory at a Glance • Benefits • Features/Demonstration • One View Reporting • Mobile Apps • Summary


Business Challenges How do I?

• Build an inventory system to anchor my complex supply chain processes? • Functional hierarchy of classifications • Manage units of measure and conversions • Manage manufacturing information

• Streamline high volume everyday transactions with speed and accuracy? • Issues • Adjustments • Transfers • Physical inventories

Quoted in Caliber

5 © 2012 Oracle Corporation – Proprietary and Confidential

Inventory Management

At a Glance


Inventory Management at a Glance Product 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

and allocation controls) • Bin tracking/warehouse controls • Attachments • Consignment/pay on consumption • Cycle/Physical counting procedures • UCC 128 Compliance • EDI Electronic Commerce • One View Reporting • Mobility


• Eliminate Integration

• Reduce Cost and Complexity

• Reduce Risk and Upgrade Issues

• Eliminate Problems with Reconciliation

• Simplify Support

EnterpriseOne Integrated Functionality


Warehouse Management

General Ledger Manufacturing/Planning and

Execution

Procurement Accounts Payable

Accounts Receivable

Sales Order Management Advanced

Pricing

Address Book

Supply

Demand

Mobile Applications

One View Reporting

Apparel/Attribute Management

Presenter

Presentation Notes

And this inventory solution is fully integrated with all aspects of the EnterpriseOne Suite –



Benefits


Benefits • Fully integrated inventory for end-to-end visibility

• Manufacturing/PDM/SFC/Requirements Planning • Distribution/Warehouse Management • Transportation Management • Financials

• 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 docking



Key Features/Demonstration


Global Item/Part Definition Item Master Definition

Serial/Lot/Location Information


Branch/Plant MasterFacility Specific Data

Cost,Price,Finished Good/Component etc.









Global Item MasterStandard Definition for Data Capture

DescriptionPrice, Cost, etc.

Provides virtually unlimited stocking locations/classifications

One single view of global availability across all facilities

Easy consolidation of all item activities across facilities

ANAL YSIS

AVAI LABILITY


Item/Part Definition and Maintenance

All information about an item can be accessed from this form using the “row” or “form” exit button. Note that security can be applied to

this function, in which case inaccessible items can either be “grayed” out or removed from the menu completely.


Basic Item Master Data

Basic Item Data •Define how an item is stocked, classified, costed and controlled



Additional Information •Item classification, groupings, and rankings



Weights and Measures Multiple units of measure enable an item to be manufactured, purchased, sold, priced and shipped in any unit of measure.

Unit of Measure Conversion table will convert any unit or measure to any other unit of measure for both standards and user-defined units of measure.



Lot Processing Definition •Supports standard lot processing and CPG

•Shelf Life days •Best before/Sell by •User defined days


Item Master Data

NOTE: Image can be

automatically attached to Orders or

Documents


Item/Part Definition and Maintenance

Each item can be classified using 25 or more Category Codes that can have almost unlimited values drawn from a user-defined table


Item/Part Definition and Maintenance Item Branch Record

Plant Manufacturing information •Leadtime Information •How item is planned •How item is issued to work orders •Tabs for service and warranty information


Item/Part Definition and Maintenance Item Branch Record Reorder point

inventory control for items not planned by MRP •Define values for minimum, maximum and multiples •Enter reorder point or have system calculate using APICS formulas.


Multi-Attribute Item - Structure Definition

Apparel/Attribute Management supports up to 10 levels of a multi-attribute item.


Item Availability Summary All Branches

* All Branches

Item Availability Summary •Allows a user to review availability information on any inventory item.


Item Availability Summary by Branch

Single Branch

Item Availability Summary •Allows a user to review availability information on any inventory item.


Item Availability Item Availability Detailed •Display item inventory information based on the availability definitions in the Branch/Plant Constants. •View detailed quantity information about an item in a specific location. •Verify the quantity committed compared to the quantity in that location.


Item Ledger Item Ledger

•The Item Ledger Inquiry is designed to provide a detailed history of all transactions which have occurred for an individual item.


Supply/Demand Inquiry

On-Line Supply & Demand Inquiry

•Showing Time-Phased Supply vs. Demand and Availability


Part Availability by Multi-Level BOM

Part Availability by Bill of Material

•RED indicates negative quantity available.


Multi-Attribute Item Availability Illustration

Apparel/Attribute Management provides matrix entry and viewing of multi-attribute items along with illustrating quantity available at each SKU level for inventory issues, adjustments & transfers.


Item Based Done Perpetually Facility stays open

Modern Method

Cycle Count

Location Based Done Periodically

Facility closes

Physical Count

Inventory Count Alternatives


Select items to

be counted

Print/Distribute Count sheets

or display counts on

R/F devices.

Enter counts

Review variances

Recount based on variances

Approve count entries

Run Cycle Count Update

Cycle Count Steps

Start


Count Selection Processing • Select Items by next count date which is automatically

updated based on item classifications. • Updated through manual selection screen • Updated when discrepancy conditions encountered (eg. Bill

Release) • Updated at count update based on inventory categorization

• ABC Class • Cycle Count Category

• Select 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.


Cycle Counts

Cycle Count Selection Workbench to help manage daily counts and ensure count balance.


Transactions Basic Inventory Issue

Inventory 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.


Transactions Work Order Inventory Issue

Work Order Inventory Issues

•This program is designed for issuing inventory for a specific work order.

•The detail information comes from the Work Order Parts List.


Transactions Adjustments

Inventory Adjustments

• Examples:

•Adjust in to stock initial the inventory amount.

•Off cycle inventory corrections.


Transactions Transfer or Reclassification

Transfer or Reclassification

• Transfer or reclassify inventory ‘from’ and ‘to’ a branch, lot/location, etc.


One View Reporting



Benefits – One View Reporting Inventory Empower End Users

• Gain historical insight of inventory items and trending analysis over a pre-defined period of time

• Broad visibility of the average cost of items across branch/plants, over a fiscal period, by location and lot

• Perform analysis and comparisons of the average cost of items across companies

Improve Supply Chain Inventory Levels

• Use interactive reports with lists, charts, and graphs to drill down to the level of detail required to make informed business decisions

• View real-time inventory activity to maximize your inventory quantity levels • Analyze your inventory costs throughout your supply chain

Enhance Real-Time Decision Making

• Enable end users to design, create, run, and share reports • Codes vs. descriptions, group by customer, sum by category code, table vs.

chart….View your data the way you want to view it! • Free up IT resources for projects

Decrease Cost of Reporting


Solution – One View Reporting Inventory

An Inquiry Application to get you the data you need in a format

that is easily understood by

your users

BI Publisher to create, update

and render reports with different

types of components – pie charts, gauges, bar graphs, and

many others


One View Reporting for Inventory Management Functional Scope

4 Applications, 16 Reports, 196 Report Components

• One View Average Cost Analysis from Item

Ledger Inquiry (P41270) • Average Cost Analysis by Branch Plant • Average Cost Analysis by Lot/Serial

Number • Average Cost Analysis by Month/GL

Date • Average Cost Analysis

• One View Inventory Valuation Analysis Inquiry

(P41271) • Inventory Valuation by Item • Inventory Valuation by Branch Plant • Inventory Valuation by Location • Inventory Valuation Analysis

• One View Inventory Cost Analysis By Item As

Of Inquiry (P41272) • Average As Of Cost by Item and Branch

Plant • Average As Of Cost by Location and Lot • Average As Of Cost by Item and Fiscal

Year • Average As Of Cost Analysis

• 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 Trace Analysis



Mobile Apps


Solution - JD Edwards EnterpriseOne • Mobile applications improve responsiveness to customers: • Review open and closed

sales orders

• Inquire on item availability

• Locate starting price (base price)

• Save filters by user • Perform searches based on

names and descriptions

Presenter

Presentation Notes

Improved Productivity Access to review open and closed sales orders Inquire on item availability in real time Review starting price for items Improve User Experience Intuitive and easy to navigate Simplistic mobile applications Choice of devices based on user preference Decrease Administrative Costs Respond to inquiries while on-site with customer Direct access to real time data Remote access anytime to address needs promptly



Summary

44

EnterpriseOne Inventory Management Customer Samples

© 2012 Oracle Corporation – Proprietary and Confidential

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JD Edwards EnterpriseOne Inventory Management - Summary

• Oracle’s JD Edwards EnterpriseOne Inventory Management allows for pinpoint accuracy of product quantities and locations and instant access to item availability information—both within the facility and throughout the enterprise.

• Inventory Management offers complete tracking of inventory from the time you receive items from the vendor to the instant you ship the goods to your customer.

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