Fast-Track Item-Creation Process in

Oracle Inventory using Workflow

Vikas Khurana, Infosys Technologies Limited

Lalitha Valli Malkapuram, Infosys Technologies Limited
 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

Step 1 : C1.1 – Item-Creation in Master Inventory $ Items $ Master Items Master Item
Item-Creation in Inventory Inventory Org

C1.2 – Category Assignment - Inventory $ Items $ Master Items Master Category Sets
Master Category Sets $ Tools $ Categories
C1.3 – Template Assignment - Inventory $ Items $ Master Items Template Assignment
Master Inventory Org $ Tools $ Copy
C1.4 – Org Assignment Inventory $ Items $ Master Items Org Assignment
$ Tools $ Org Assignment

C1.5 – Template Assignment - Inventory $ Items $ Master Items Org Template

Inventory Org $ Tools $ Copy Assignment

C1.6 – Category Assignment - Inventory $ Items $ Master Items Org Category Sets
Org Category Sets $ Tools $ Categories

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Conventional Item Creation Process–The Details

Process Sub-Process Navigation Hyperlink

Step 2 : C2.0 – Costing in Cost Manager / Inventory $ Costs $ Item Costs Costing
Costing in Cost Manager / Inventory Inventory
Step 3 : C3.0 – Pricelist Assignment in Order Management Super User Pricelist
Pricelist Assignment in Advanced Order Management $ Price Lists $ Price List Setup Assignment
Pricing / Order Management
Step 4 : C4.0 – Sourcing Rule Assignment Purchasing Super User $ Souring Rule
Sourcing Rule Assignment in in Purchasing Supply Base $ Assign Sourcing Assignment
Purchasing Rules
Step 5 : C5.1 – Cross reference Creation in Inventory $ Items $ Cross Cross
Cross Reference Creation in Inventory References Reference
Inventory
C5.2 – Mfg Part Number Creation Inventory $ Items $ Mfg Cross
in Inventory / Purchasing Manufacturers’ Part Numbers $ Reference
By Items
C5.3 – Customer Item Number Order Management Super User Customer Item
Creation in Inventory / $ Items $ Customer Items Reference
Order Management

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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
Conventional
S No Requirement 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

4.5 Pricelist Assignment No

4.6 Souring Rule Assignment No

4.7 Cross Reference Creation No

4.8 Manufacturing Part Number Creation Yes

4.9 Customer Item Number 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 Step 1 : Item-Creation Request
Shared-services admin Custom Item-Creation Request Form – XXINVICR.fmb
2 Admin should receive a Automatic Step 2 : Item Request Notification
notification of the newly logged request Custom Notification Workflow - XXINVICR.wft
associated with XXINVICR.fmb
3 Admin should be able to Approve/Reject the Step 3 : Item Approval
request Custom Item-Request Approval Form – XXINVIAP.fmb
4 Admin should be able to complete the Item Step 4 : Item-Creation Process
creation process from a central location Custom Item-Creation concurrent program –
XXINV_ITEM_CRTN_PKG.main()
Wrapper program associated with XXINVIAP.fmb
4.1 Category Assignment Item Category Import - INV_ITEM_CAT_ASSIGN_OI
Spawned from XXINV_ITEM_CRTN_PKG.main()
4.2 Template Assignment Custom Item-Request Approval Form – XXINVIAP.fmb
4.3 Sourcing Rule Assignment Souring Rule Assignment API - MRP_SRC_ASSIGNMENT_PUB
Spawned from XXINV_ITEM_CRTN_PKG.main()

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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 Cost
in Frozen State
5 Admin / User should receive a Automatic Step 5 : Item Request Notification
notification on completion of Item-Creation / Custom Notification Workflow - XXINVICR.wft
Item- Rejection Spawned 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 Details
Process Sub-Process Navigation Hyperlink
Step 1 : A1.1 – Item-Creation Request Inventory $ Item-Creation Item Creation Request
Item-Creation Request by User Request
A1.2 – Org Assignment Org Assignment
A1.3 – Pricelist Assignment Pricelist Assignment

Step 2 : A2.0 – Workflow Notification for Item Request Notification

Item Request Notification Item-Creation request
Step 3 : A3.0 – Item Approval Form Inventory $ Item Approval Item Approval
Item Approval
Step 4 : A4.1 – Category Assignment Inventory $ Item Approval Item Approval
Item-Creation Process
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
A4.7 – Costing Costing

Step 5 : A5.0 – Workflow Notification for Item Creation Notification

Item-Creation / Item Item-Creation / Item-Rejection Item Rejection Notification
Rejection Notification

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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 Attributes

Pricelists

Item
Categories
Request
Notification

Inventory
Organizations

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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 Accounts

Inventory
Organizations

Pricelists

Costing
Item Attributes

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
Conventional Automated
S No Requirement Way 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 Limitations

1 Process Optimization

Consolidates and streamlines the Cannot be used for mass-upload of items

navigations

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 Cannot be used where resource/resource
would import material, material- overhead costs are involved
overhead costs
Facilitates Centralized control over Cannot be used for updating Item-
item-attributes attributes

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Q&A
Thank You!