Oracle Copy Inventory Organization

Transcription

1 Oracle Copy Inventory Organization Implementation Guide Release 11i October 2001 Part No. A

2 Oracle Copy Inventory Organization Implementation Guide, Release 11i Part No. A Copyright 1996, 2001, Oracle Corporation. All rights reserved. Contributing Authors: Paul Correa Contributors: David Reitan The Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Oracle Corporation does not warrant that this document is error free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Oracle Corporation. If the Programs are delivered to the U.S. Government or anyone licensing or using the programs on behalf of the U.S. Government, the following notice is applicable: Restricted Rights Notice Programs delivered subject to the DOD FAR Supplement are "commercial computer software" and use, duplication, and disclosure of the Programs, including documentation, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement. Otherwise, Programs delivered subject to the Federal Acquisition Regulations are "restricted computer software" and use, duplication, and disclosure of the Programs shall be subject to the restrictions in FAR , Commercial Computer Software - Restricted Rights (June, 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy, and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and Oracle Corporation disclaims liability for any damages caused by such use of the Programs. Trademark Notice Oracle is a registered trademark of Oracle Corporation. Other names may be trademarks of their respective owners.

3 Contents Send Us Your Comments... v Preface... vii 1 Copy Inventory Organization Overview of Copy Inventory Organization Assumptions Oracle Copy Inventory Organization Model Oracle Copy Inventory Organization Process Features Oracle Copy Inventory Organization Process Flow Preparing to Use Copy Inventory Organizations Pre-requisites Suggested Applications Suggested Verification Steps Creating New Inventory Organization Records Pre-requisites Note on Creating Inventory Organization Records and XML Inventory Organization Parameters Copy Organization Interface Form Defining a New Inventory Organization Inventory Organization Records and XML Saving the New Inventory Organization Records Copy Inventory Organization Concurrent Program Pre-requisites Copy Inventory Organization Parameters Submitting the Copy Inventory Organization Program Verifying New Organizations Error Handling Viewing Errors Correcting Errors iii

4 Common Errors A XML Data Templates Data Templates... A-2 Inventory Organization XML Template... A-2 Location XML Template... A-2 Sub-Inventory XML Template... A-4 Resource XML Template... A-4 iv

5 Send Us Your Comments Oracle Copy Inventory Organization Implementation Guide, Release 11i Part No. A Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for revision. Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most? If you find any errors or have any other suggestions for improvement, please indicate the document title and part number, and the chapter, section, and page number (if available). You can send comments to us in the following ways: Electronic mail: Oracle Copy Inventory Postal service: Oracle Corporation Oracle Warehouse Management System 500 Oracle Parkway 3op5 Redwood Shores, CA USA If you would like a reply, please give your name, address, telephone number, and (optionally) electronic mail address. If you have problems with the software, please contact your local Oracle Support Services. v

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7 Preface Intended Audience Welcome to the Oracle Copy Inventory Organization Implementation Guide. This preface explains how this guide is organized and introduces other sources of information that can help you. Related Information This guide assumes you have a working knowledge of you business area s processes and tools. It also assumes you are familiar with the basic concepts of Copy Inventory Organization. It also assumes you have a working knowledge of the Oracle Applications in the functional area that you need to perform the conversion (i.e., Oracle Purchasing and Oracle Payables for procurement conversion or Oracle Recievables and Oracle Order Entry for sales conversion). If you do not have a working knowledge of the application we suggest you attend one or more of the application training classes available through Oracle University. Online Documentation All Oracle Applications documentation is available online on CD-ROM, except for technical reference manuals. There are two online formats, HyperText Markup Language (HTML) and Adobe Acrobat (PDF). All user s guides are available in HTML, PDF, and paper. Technical reference manuals are available in paper only. Other documentation is available in PDF and paper. vii

8 The content of the documentation does not differ from format to format. There may be slight differences due to publication standards, but such differences do not affect content. For example, page numbers and screen shots are not included in HTML. The HTML documentation is available from all Oracle Applications windows. Each window is programmed to start your web browser and open a specific, context-sensitive section. Once any section of the HTML documentation is open, you can navigate freely throughout all Oracle Applications documentation. The HTML documentation also ships with Oracle Information Navigator (if your national language supports this tool), which enables you to search for words and phrases throughout the documentation set. Related User s Guides Oracle Copy Inventory Organization shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other user s guides when you use Oracle Copy Inventory Organization. If you do not have the hardcopy versions of these manuals, you can read them online using the Applications Library icon or Help menu command. Country-Specific User s Guides These manuals document functionality developed to meet specific legal and business requirements in more than 25 countries. You should use the appropriate user s guide, such as the Oracle Financials for Germany User s Guide, for more information about using Oracle Financials in a specific country. Consult your country-specific user s guide, Oracle Financials Regional User s Guide, and your financial product s manual to effectively use Oracle Financials in your country. Global Accounting Engine Use the Global Accounting Engine to replace the transfer to General Ledger and create subledger accounting entries that meet additional statutory standards within some countries. The Accounting Engine provides subledger balances, legal reports, and bi-directional drill-down from General Ledger to the subledger transaction. Oracle Applications User s Guide This guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI) available with this release of Oracle Internet Procurement (and any other Oracle Applications products). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes. viii Oracle Copy Inventory Organization Implementation Guide

9 You can access this user s guide online by choosing Getting Started with Oracle Applications from any Oracle Applications help file. Oracle Applications Demonstration User s Guide This guide documents the functional storyline and product flows for Vision Enterprises, a fictional manufacturer of personal computers products and services. As well as including product overviews, the book contains detailed discussions and examples across each of the major product flows. Tables, illustrations, and charts summarize key flows and data elements. Oracle Financials Regional User s Guide This manual describes functionality developed to meet specific legal and business requirements that are common to several countries in a given region. Consult this user s guide along with your country-specific user s guide and your financial product s manual to effectively use Oracle Financials in your country. Oracle Inventory User s Guide This guide describes how to define items and item information, perform receiving and inventory transactions, maintain cost control, plan items, perform cycle counting and physical inventories, and set up Oracle Inventory. Oracle Order Management User s Guide This guide describes how to enter sales orders and returns, copy existing sales orders, schedule orders, release orders, plan departures and deliveries, confirm shipments, create price lists and discounts for orders, and create reports. Oracle Purchasing User s Guide This guide describes how to create and approve purchasing documents, including requisitions, different types of purchase orders, quotations, RFQs, and receipts. This guide also describes how to manage your supply base through agreements, sourcing rules and approved supplier lists. In addition, this guide explains how you can automatically create purchasing documents based on business rules through integration with Oracle Workflow technology, which automates many of the key procurement processes. Oracle General Ledger User s Guide This guide explains how to plan and define your chart of accounts, accounting period types and accounting calendar, functional currency, and set of books. It also describes how to define journal entry sources and categories so you can create journal entries for your general ledger. If you use multiple currencies, use this manual when you define additional rate types, Preface ix

10 Reference Manuals and enter daily rates. This manual also includes complete information on implementing Budgetary Control. Oracle Payables User s Guide This guide describes how accounts payable transactions are created and entered in Oracle Payables. This guide also contains detailed setup information for Oracle Payables. Oracle HRMS User s Guide This manual explains how to enter your employees. It also explains how to set up organizations and site locations. Even if you do not install Oracle HRMS, you can set up your employees, site locations, and organization using Oracle HRMS forms. Oracle Receivables User s Guide Use this manual to learn how to implement flexible address formats for different countries. You can use flexible address formats in the suppliers, banks, invoices, and payments windows. Oracle Workflow Guide This manual explains how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. You also use this guide to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes. Oracle Technical Reference Manuals Each technical reference manual contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications, integrate Oracle Applications data with non-oracle applications, and write custom reports for Oracle Applications products. You can order a technical reference manual for any Oracle Applications product you have Oracle Applications Message Reference Manual Oracle Applications Message Reference Manual This manual describes all Oracle Applications messages. This manual is available in HTML format on the documentation CD-ROM for Release 11. x Oracle Copy Inventory Organization Implementation Guide

11 Installation and System Administration Multiple Reporting Currencies in Oracle Applications If you use the Multiple Reporting Currencies feature to record transactions in more than one currency, use this manual before implementing Oracle Applications. This manual details additional steps and setup considerations for implementing Oracle Applications with this feature. Multiple Organizations in Oracle Applications If you use the Oracle Applications Multiple Organization Support feature to use multiple sets of books for one Oracle Applications installation, this guide describes all you need to know about setting up and using Oracle Applications with this feature. Oracle Applications Implementation Wizard User s Guide If you are implementing more than one Oracle product, you can use the Oracle Applications Implementation Wizard to coordinate your setup activities. This guide describes how to use the wizard. Oracle Applications Developer s Guide This guide contains the coding standards followed by the Oracle Applications development staff. It describes the Oracle Application Object Library constituents needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards. It also provides information to help you build your custom Developer/2000 forms so that they integrate with Oracle Applications. Oracle Applications Flexfields Guide This guide provides flexfields planning, setup and reference information for the Oracle Applications implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This manual also provides information on creating custom reports on flexfields data. Oracle Applications Product Update Notes If you are upgrading your Oracle Applications, refer to the product update notes appropriate to your update and product(s) to see summaries of new features as well as changes to database objects, profile options and seed data added for each new release. Preface xi

12 Other Sources Oracle Applications Upgrade Preparation Manual This guide explains how to prepare your Oracle Applications products for an upgrade. It also contains information on completing the upgrade procedure for each product. Refer to this manual and the Oracle Applications Installation Manual when you plan to upgrade your products. Training We offer a complete set of formal training courses to help you and your staff master Oracle Applications and reach full productivity quickly. We organize these courses into functional learning paths, so you take only those courses appropriate to your job or area of responsibility. You have a choice of educational environments. You can attend courses offered by Oracle Education Services at any one of our many Education Centers, or you can arrange for our trainers to teach at your facility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. For example, you may want to use your organization structure, terminology, and data as examples in a customized training session delivered at your own facility. Support From on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle Applications working for you. This team includes your Technical Representative, Account Manager, and Oracle s large staff of consultants and support specialists with expertise in your business area, managing an Oracle8 server, and your hardware and software environment. About Oracle Oracle Corporation develops and markets an integrated line of software products for database management, applications development, decision support, and office automation, as well as Oracle Applications, an integrated suite of more than 45 software modules for financial management, supply chain management, manufacturing, project systems, human resources and sales and service management. Oracle products are available for mainframes, minicomputers, personal computers, network computers and personal digital assistants, allowing organizations to integrate different computers, different operating systems, different networks, and even different database management systems, into a single, unified computing and information resource. xii Oracle Copy Inventory Organization Implementation Guide

13 Oracle is the world s leading supplier of software for information management, and the world s second largest software company. Oracle offers its database, tools, and applications products, along with related consulting, education, and support services, in over 140 countries around the world. Preface xiii

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15 1 Copy Inventory Organization The Oracle Copy Inventory Organization Implementation Manual contains current information about how to prepare and use the Copy Inventory Organization features: Overview of Copy Inventory Organization on page 1-2 Preparing to Use Copy Inventory Organizations on page 1-5 Creating New Inventory Organization Records on page 1-7 Copy Inventory Organization Concurrent Program on page 1-28 Error Handling on page 1-32 See also: The Copy Inventory Organization feature is part of the Oracle Inventory application. See: Inventory User s Guide, Release 11i. Copy Inventory Organization 1-1

16 Overview of Copy Inventory Organization Overview of Copy Inventory Organization As part of Oracle Inventory, you can use the Copy Inventory Organization feature to create a new inventory organization or make a copy of an existing one. Starting from a model organization, this feature enables you to create a new clone organization with a minimal amount of effort; you can also create multiple organizations as a copy of your model organization and specify what attributes in the new organizations should be different from the model. If your enterprise model requires you to setup a large number of inventory organizations, you can use this feature to significantly reduce your implementation time. When you copy an organization, you can specify what setup data to copy to your new organization, including: Organization definition Shipping networks Hierarchy assignments Bills of Material and Bills of Material parameters Departments, Resources, and Routings Items and Item attributes Assumptions It is assumed that all the required Oracle Inventory setup steps have been completed. Oracle Copy Inventory Organization Model The copy inventory organization process is as follow: 1. you define a name for your new organization(s) 2. you select a model organization from which to model your new organization(s) 3. a concurrent program copies the setup data you have selected from the model organization to your new organization. 4. for each new organization you defined in step (1), the concurrent program creates a new organization The Copy Inventory Organization process is modeled below: 1-2 Oracle Copy Inventory Organization Implementation Manual

17 Overview of Copy Inventory Organization Figure 1 1 Movement Statistics Solution Oracle Copy Inventory Organization Process Features The Copy Inventory Organization feature works as an Open Interface. You use an Open Interface table to specify the number of organizations to be created, and the code and name of the new organizations. The setup data you specify for your new organizations is grouped into sets. Each set is identified by a code called the Group Code. Once you have created and saved the new organization details in the interface table, you select a model organization. The model organization s attributes that you select will be copied to your new organizations. Copy Inventory Organization 1-3

18 Overview of Copy Inventory Organization You run the Copy Inventory Organization concurrent program to create the new organizations. This concurrent program accepts as parameters the name of the model organization that you want to copy from, the Group Code that you want to use, and the specific setup data you want to include (or exclude) from the process. You can copy the model organization s parameters, defaults, and setting, including: Shipping networks - all shipping networks defined in the model organization Hierarchy assignments - all established organization hierarchies from your model organization can be copied Departments - all departments, resources, and routings if they have been defined in the model organization Items - all active items in the model organization Item attributes - the item attributes of the active items in the model organization Bills of Material and Bills of Material parameters- all BOMs and their parameters, if they have been defined in the model organization Note that you can select which of the model organization attributes you want to copy to your new organization. You may specify which (if any) you want to copy. Oracle Copy Inventory Organization Process Flow Step Action Description 1 Create new Inventory Organization Record Create the new organization s definition and populate the interface table. This generates the XML code for your new organization record 2 Verify Model Organization Identify and verify the organization that you will use as the model for the organizations that will be created 3 Execute the Copy Inventory Organization Concurrent Program This concurrent program copies the model organization to the new organizations 4 Verify copied organizations Verify the parameters of your new organizations 1-4 Oracle Copy Inventory Organization Implementation Manual

19 Preparing to Use Copy Inventory Organizations Preparing to Use Copy Inventory Organizations This section outlines both the required and suggested preparation steps that you should complete prior to using the Copy Inventory Organization features. The required steps must be completed. The suggested step are strongly recommended, however they are not required. Included in this section are: Pre-requisite steps in other Oracle Applications Suggested Oracle Applications (optional) Suggested verification steps in Oracle Inventory (optional) Pre-requisites The following are required for using the Copy Inventory Organization feature: Oracle Inventory be installed and all required setup step completed Create at least one new organization with all the items you will be using Create a location for this organization Note: you should never use the Item Master Organization as your model organization. Your model organization should contain only the items that you will be using in all your new organizations. For this reason, create at least one new organization with only the items you will need. Suggested Applications The following is suggested only and is not required: Oracle Bills of Material if you want to copy and create Bills of Material for your new organizations using the Copy Inventory Organization feature, Oracle Bills of Material should be installed. Copy Inventory Organization 1-5

20 Preparing to Use Copy Inventory Organizations Suggested Verification Steps This is a suggested step and is not required. Using Oracle Inventory, verify the model organization that you will use. The model organization is used to derive all the inventory parameters and setup parameters that you wish to copy. Refer to the Oracle Inventory User s Guide for directions on how to verify your model inventory organization s parameters. 1-6 Oracle Copy Inventory Organization Implementation Manual

21 Creating New Inventory Organization Records Creating New Inventory Organization Records This section describes the process of creating new inventory organization records. You define your new organization and save it to the Copy Organization Interface table. This is the first step in the process of copying or creating new organizations. Included in this section: Pre-requisites and Notes New Inventory Organization Record Parameters The Copy Inventory Organization Form Defining a New Inventory Organization Inventory Organization Records and XML Saving the New Inventory Organization Records Each of these will be fully explained in this section. Pre-requisites At least one organization and location must be set up in Oracle Inventory before continuing. When choosing a model organization, you should never use the Item Master Organization as your model organization. Your model organization should contain only the items that you will be using in all your new organizations. If necessary, create at least one new organization with only the items you will need. Note on Creating Inventory Organization Records and XML When you define your new organizations, Extensible Markup Language (XML) code is automatically generated for your new inventory organization records. The XML code generation occurs in the background and does not require that you understand XML. Working with the XML code that is generated will be explained later in this section. Inventory Organization Parameters When you define your new organization, you create new inventory organization records in the Copy Organization Interface table. The required new inventory records parameters are as follows: Copy Inventory Organization 1-7

22 Creating New Inventory Organization Records 1. Group Code 2. Organization Name 3. Organization Code 4. Location Name You will be required to enter values for each of these parameters. 1. Group Code You enter a Group Code to identify your new organization records. The Group Code is used by the Copy Inventory Organization concurrent program to identify and group together all the individual organization records that will be processed in a single concurrent request. 2. Organization Name You enter an Organization Name for the new organization. The Organization Name is the name of the organization that will be created by the Copy Inventory Organization concurrent program. 3. Organization Code You enter an Organization Code to identify your new organization. The Organization Code is a code that the Copy Inventory Organization concurrent program will use to uniquely identify the new organization. 4. Location Name You enter a location name for your new organization. You must have defined the location previously, using Oracle Inventory. The Location Name is the location of the new inventory organization. Copy Organization Interface Form You use the Copy Organization Interface form to begin the process of defining and creating your new inventory organization records. With this form, you define one new organization at a time and group together all your related organization definition records with the group code. You can create as many new inventory organization records as you need by re-submitting this form. The group code will determine which new organization definition records will be processed by the Copy Inventory Organization Concurrent Program. 1-8 Oracle Copy Inventory Organization Implementation Manual

23 Creating New Inventory Organization Records Figure 1 2 Copy Organization Interface Form To create a new inventory organization definition record, you must first open the Copy Organization Interface form. The following describes using the Copy Organization Interface form: Step Action Description Navigation 1 Open the Organization Copy Interface form 2 Create a new organization using the Find Interface Records form Open the form to from the Inventory Main Menu Use the New button to create new organization records Inventory > Setup > Organization > Organization Copy Interface Inventory > Setup > Organization > Organization Copy Interface > Find Interface Records Copy Inventory Organization 1-9

24 Creating New Inventory Organization Records Step Action Description Navigation 3 Enter organization details on the New Interface Records form Enter the new organization details on the New Interface Records form Inventory > Setup > Organization > Organization Copy Interface > New Interface Records At this point, you are now ready to enter a new inventory organization record. Defining a New Inventory Organization After you have opened New Interface Records window from the Copy Organization Interface form, you are ready to define your new organization. Figure 1 3 Organization Copy Interface Form New Interface Records Form Using the New Interface Records form, enter the parameters to populate the interface table with your new organization s definition. The organization details you enter on this form are saved in the Copy Organization Interface table. XML code is automatically generated for each new inventory organization record. Note that one record per inventory organization, including a location definition, is created from the model organization. You can create as many inventory organizations and modifications as you need based on your model organization Oracle Copy Inventory Organization Implementation Manual

25 Creating New Inventory Organization Records The records you create here are used later in the process by the Copy Inventory Organization Concurrent Program. The Copy Inventory Organization Concurrent Program will process all records with the same Group Code. Step Action Description Navigation 1 Enter Group Code Enter a Group Code for your data. The group is a collection of individual inventory organization records that you wish to process in a single concurrent request. 2 Enter Organization Name 3 Enter Organization Code Enter the organization name for the new inventory organization to be created Enter a unique organization code for the new organization 4 Enter Location Name Enter a valid location (from the List of Values) 5 Populate the interface table Use the Populate Interface Table button to save your organization data in the table Organization Copy Interface form Organization Copy Interface form Organization Copy Interface form Organization Copy Interface form Organization Copy Interface form Copy Inventory Organization 1-11

26 Creating New Inventory Organization Records Saving your Organization Definition After you save the your organization data in the table, the following note will be displayed: Figure 1 4 Interface Note Creating Additional Inventory Organizations You can create additional inventory organizations for this Group Code (or any other Group Code) by entering a new Organization Name, Organization Code, and Location Name and repeating steps 1through 5 as listed above. Inventory Organization XML Text When you save your new organization s definition data in the interface table, XML text is created. Each organization that you create using the New Interface Records form will have its own XML record created. Use the Organization Copy Interface form to both create and change information about your new inventory organizations. Inventory Organization Records and XML What is Extensible Markup Language (XML)? Extensible Markup Language is a set of rules, guidelines and conventions for designing text formats of data, in a way that produces files that are easy to generate and easily read by a computer. Copy Inventory Organization and XML Copy Inventory Organization uses XML when you save your new organizationís definition data in the interface table. XML text is generated for each organization 1-12 Oracle Copy Inventory Organization Implementation Manual

27 Creating New Inventory Organization Records that you create using the New Interface Records form. Each line of data in your organizationís XML record is referred to as an XML Tag. You use the Organization Copy Interface form to both create and modify your new inventory organizations XML tags. Your organization definition data saved in the XML tags is used by the Copy Inventory Organization Concurrent Program to create your new organization. When the concurrent program runs, the data values contained within the XML tags overwrite the data from the model organization. Using the XML tags allows you to modify the model organization data before running the concurrent program. All model organization data values that are not overwritten by you in the XML templates will be passed on to your new organization. Your new organization will be partly defined by you using the XML templates and the remainder by copying the model organization. Find Inventory Organization Records You use the Copy Organization Interface form to find your new inventory organizations records. On the Find Interface Records form, you have the option to enter the following parameters: Group Code - the Group Code for your data as created in the previous step. Organization Code - the Organization Code for your data as created in the previous step. Status - the status of your records after the Copy Inventory Organization Concurrent Program has executed: Successful - all records that have been successfully processed without errors Failed - records from a previous execution of the concurrent program that has resulted in errors. Note: if errors are encountered when running the concurrent program, all failed records are saved so that you can correct them and re-submit the concurrent program Blank - all records, including successful, failed, and records that have not been processed Copy Inventory Organization 1-13

28 Creating New Inventory Organization Records Note that these parameters are optional, if you do not enter a value for a specific parameter, all records for that parameter will be displayed. If you do not enter any parameters, all records will be displayed. Figure 1 5 Find Interface Records Form Step Action Description Navigation 1 Open the Organization Copy Interface form 2 Enter the parameters to find your organization Open the form from the Inventory Main Menu Use the Find button to find the organization records Inventory > Setup > Organization > Organization Copy Interface Inventory > Setup > Organization > Organization Copy Interface > Find Interface Records 4 Enter Group Code the Group Code for your data Default Value: blank 1-14 Oracle Copy Inventory Organization Implementation Manual

29 Creating New Inventory Organization Records Step Action Description Navigation 5 Enter Organization Code the Organization Code for your data Default Value: blank 6 Enter Status the process Status Default Value: blank 7 Find Click on the Find Button Copy Organization Interface Form and XML The Copy Organization Interface form is used to create and change information about your inventory organizations. To create or modify your inventory organization records, you must work with the XML tags of your records. Some things to keep in mind: Each record has, by default a Organization XML tag and a Location XML tag Each record may have a Sub-Inventory and a Resources XML tag Remember that any changes that you want to make to the inventory organization, location, sub-inventories or resources that are based on the model organization must be made on this form. The Copy Organization Interface form divided into 3 sections, as follows: 1. Header Section : in the header section, the following fields are displayed: Group Code Organization Code Status 2. XML Section : in the XML section, the field names and XML tags for the following are required and always displayed: Inventory Organization (required) Locations (required) The field names and XML tags for the following are optional and are not displayed (you may however paste the XML template into the form): Sub-Inventories (optional) Resources (optional) 3. Footer Section: in the footer section, you can select the following XML templates and paste them onto the XML section of this form: Copy Inventory Organization 1-15

30 Creating New Inventory Organization Records Organization Location Sub-Inventory Resources When you paste an XML template, all the XML tags for your selection are included. You use the XML tags to change the parameters for your new inventory organization. Figure 1 6 Copy Organization Interface form XML Templates Each of the XML Templates used in the Copy Organization Interface from will be explained, including: Organization Location 1-16 Oracle Copy Inventory Organization Implementation Manual

31 Creating New Inventory Organization Records Sub-Inventory Resources When you paste an XML template, all the XML tags for that template are included. You use the XML tags to change the parameters for your new inventory organization. Important Note Concerning XML Tags All XML tags that do not contain data are interpreted by the system as null values and will overwrite the model organization values to null. If you do not want to change a value from the model organization, you must delete the appropriate tag. Inventory Organization XML Template When you populate the interface table, the mandatory XML tags and the values for your inventory organization are created by default. The mandatory XML tags and values are: Name - your organization name Organization Code - the organization code Location Code - the location code for your organization The following Inventory Organization XML tags are optional: Negative Receipt Code Date From Date To Organization Information Descriptive Flexfield For every new inventory organization that you create, a separate record with the mandatory XML tags and the values is created. Using the Copy Inventory Interface form, you are able to view the inventory organization XML tags and their value. The XML tags can be modified as necessary on this form. The new values that you enter will overwrite the values extracted from the model organization. If you do not enter data for any XML tag, you must delete that tag. The system interprets XML tags without values as null and will overwrite the model organization values to null. If you do not want to change a value from the model organization, you must delete the appropriate tag. Copy Inventory Organization 1-17

32 Creating New Inventory Organization Records Note that there are several organization values that can not be changed once the organization is created, including: Cost Method Costing Organization Default Material Sub-Element Figure 1 7 Copy Organization Form - Inventory Organization XML Template Inventory Organization XML Tags The following lists the Inventory Organization XML Tags. Those tags with an M are mandatory. Inventory Organization Field Name Organization Code XML Format <name> M </name> <organization code> M </organization code> 1-18 Oracle Copy Inventory Organization Implementation Manual

33 Creating New Inventory Organization Records Inventory Organization Field Negative Inventory Receipt Code < NegativeInventoryReceiptCode e> </ NegativeInventoryReceiptCode > Location Code Date From <location code> M </location code> <date from> </date from> Date To <date to > </date to > Organization Information Descriptive Flexfield XML Format <orginformationdescflex> </orginformationdescflex> M - Required Field Location XML Template When you populate the interface table, the mandatory XML tags and the values for your inventory location are created by default. Note that the mandatory fields for the location are dependent on the Address Style you have chosen See: Oracle Inventory User s Guide. Review your specific address type and requirements before creating or copying organizations. The mandatory XML tags and values for US addresses are: Location Code - the location code for your organization Description - the location description Address Line 1 - main address of your location Country Postal Code Region 1 - the county (for US addresses) Region 2 - the state (for US addresses) Ship To Location Code Style - the address style being used Town or City The following Location XML tags are optional: Address Line 2 Address Line 3 Copy Inventory Organization 1-19

34 Creating New Inventory Organization Records Bill to Site Flag Country In Organization Flag Inactive Date Office Site Flag Receiving Site Flag Region 3 Ship to Site Flag Tax Name Telephone Number 1 Telephone Number 2 Telephone Number 3 Location Information 13 Location Information 14 Location Information 15 Location Information 16 Location Information 17 Location Information 18 Location Information 19 Location Information 20 Attribute Descriptive Flexfield Global Attribute Descriptive Flexfield For every new inventory organization that you create, a separate record with the mandatory XML tags and the values is created. Using the Copy Inventory Interface form, you are able to view the Location XML tags and their value. The XML tags can be modified as necessary on this form. The new values that you enter will overwrite the values extracted from the model organization. If you do not enter data for any XML tag, you must delete that tag. The system interprets XML tags without values as null and will overwrite the 1-20 Oracle Copy Inventory Organization Implementation Manual

35 Creating New Inventory Organization Records model organization values to null. If you do not want to change a value from the model organization, you must delete the appropriate tag. Figure 1 8 Copy Organization Form - Location XML Template Location XML Tags The following lists the Location XML Tags. Those tags with an M are mandatory. Inventory Location Field Location Code Description Address Line 1 Address Line 2 XML Format <name> M </name> <organization code> M </organization code> <type> </type> <location code> </location code> Copy Inventory Organization 1-21

36 Creating New Inventory Organization Records Inventory Location Field Address Line 3 <date from> M </date from> Bill to Site Flag <date to > </date to > Country In Organization Flag Inactive Date Office Site Flag Postal Code Receiving Site Flag Region 1 Region 2 Region 3 Ship to Location Code Ship to Site Flag Tax Name Telephone Number 1 Telephone Number 2 Telephone Number 3 Town or City Location Information 13 Location Information 14 Location Information 15 Location Information 16 Location Information 17 Location Information 18 Location Information 19 Location Information 20 Attribute Descriptive Flexfield XML Format <internal address line> </internal address line> <internal externalflag> </internal external flag> 1-22 Oracle Copy Inventory Organization Implementation Manual

37 Creating New Inventory Organization Records Inventory Location Field Global Attribute Descriptive Flexfield XML Format M - required field on US address type Sub-Inventory XML Template The Sub-Inventory XML tags are all optional. Values for these tags are not required. When you populate the interface table, the Sub-Inventory XML tags are not created. To use the Sub-Inventory XML tags, you will have to paste the template in the Copy Inventory Organization form. The Sub-Inventory XML tags are: Organization Code Secondary Inventory Name Location Code For every new inventory organization that you create, if you require Sub-Inventory values, you will have to paste the template and update the values. To modify Sub-Inventory data, you must indicate the Sub-Inventory you wish to modify by naming it within the Organization Code XML tag. The Sub-Inventory you choose must exist in your model organization. Modify the other XML tags as necessary. To make changes to multiple Sub-Inventories in your new organization, repeat this procedure by pasting the Sub-Inventory Template and modifying the XML tags as necessary. The new values that you enter will overwrite the values extracted from the model organization. If you do not enter data for any XML tag, you must delete that tag. The system interprets XML tags without values as null and will overwrite the model organization values to null. If you do not want to change a value from the model organization, you must delete the appropriate tag. Copy Inventory Organization 1-23

38 Creating New Inventory Organization Records Figure 1 9 Copy Organization Form - Sub-Inventory XML Template Sub-Inventory XML Tags The following lists the Sub-Inventory XML Tags. These tags are all optional. Sub-Inventory Field Organization Code Secondary Inventory Name Location Code XML Format <organization code> </organization code> <type> </type> <location code> </location code> 1-24 Oracle Copy Inventory Organization Implementation Manual

39 Creating New Inventory Organization Records Resource XML Template The Resource XML tags are all optional. Values for these tags are not required. When you populate the interface table, the Resource XML tags are not created. To use the Resource XML tags, you will have to paste the template in the Copy Inventory Organization form. The Resource XML tags are: Department Code Resource Code Organization Code Capacity Units For every new inventory organization that you create, requiring Resource values, you will have to paste the template and update the values. To modify Resource data, you must indicate the Resource you wish to modify by naming it within the Department Code XML tag. The Resource you choose must exist in your model organization. Modify the other XML tags as necessary. To make changes to multiple resources in your new organization, repeat this procedure by pasting the Resource Template and modifying the XML tags as necessary. The new values that you enter will overwrite the values extracted from the model organization. If you do not enter data for any XML tag, you must delete that tag. The system interprets XML tags without values as null and will overwrite the model organization values to null. If you do not want to change a value from the model organization, you must delete the appropriate tag. Copy Inventory Organization 1-25

40 Creating New Inventory Organization Records Figure 1 10 Copy Organization Form - Resource XML Template Resource XML Tags The following lists the Resource XML Tags. Those tags are all optional. Resource Field Department Code Resource Code Organization Code Capacity Units XML Format <name> M </name> <organization code> M </organization code> <type> </type> <location code> </location code> 1-26 Oracle Copy Inventory Organization Implementation Manual

41 Creating New Inventory Organization Records Saving the New Inventory Organization Records The final step is to save your work once you have finished making any modifications to the XML tags for your new inventory organization. When you save your work, the values for your new inventory organizations are saved in the Copy Organization Interface table. The Copy Inventory Organization Concurrent Program will use the values stored in the interface table to create the new organizations. Copy Inventory Organization 1-27

42 Copy Inventory Organization Concurrent Program Copy Inventory Organization Concurrent Program Pre-requisites In this section you will execute the Copy Inventory Organization Concurrent Program to create the new inventory organizations that you defined previously. Included in this section: Pre-requisites Copy Inventory Organization Parameters Submitting the Concurrent Program Verifying the New Organizations Each of these will be fully explained in this section. You must have saved at least one new organization definition in the Copy Organization Interface Table (as discussed in the previous section). Note on the Copy Inventory Organization Concurrent Program The Copy Inventory Organization Concurrent Program is submitted from the Oracle Standard Report Submission Form. Copy Inventory Organization Concurrent Program Overview You submit the Copy Inventory Organization Concurrent Program using the Standard Report Submission Form. This concurrent program has the following parameters: Model Organization Group Code Assign to Existing Hierarchies Copy Shipping Networks Copy Items Copy BOM Copy Routings Purge 1-28 Oracle Copy Inventory Organization Implementation Manual

43 Copy Inventory Organization Concurrent Program Copy Inventory Organization Parameters Figure 1 11 Copy Inventory Organization Parameters - Submission Form The Copy Inventory Organization Parameters are: Parameter Description Required? Model Organization Group Code Choose an inventory organization from the list of values as your model organization. Note that this organization is used to derive all inventory parameters that you wish to copy. Choose a Group Code from the list of values. The group is a collection of individual inventory organization records that you wish to process in a single concurrent request. Yes Yes Default Value Null Null Copy Inventory Organization 1-29

44 Copy Inventory Organization Concurrent Program Parameter Description Required? Assign to Existing Hierarchies Copy Shipping Networks Copy Items Copy BOMs Copy Routings Purge If yes, all new organizations will be assigned to the same hierarchies as the model organization. If no, the organizations will not be assigned to the model organization s hierarchies. Note: you can run the Hierarchy Exceptions Report to list organizations that have not been assigned to hierarchies. If yes, all the model inventory organization s Shipping Network setup information will be copied to the new organization. If no, the shipping network setup will not be copied. If yes, all items activated in the model organization will be copied and activated in the new organizations If no, no items will be copied. NOTE: Item assignment is a one time process and can not be undone. There is a separate concurrent program that can be run to assign items. If yes and if Bills of Material have been created in the model organization, all BOMs will be copied to the new organizations If no, Bills of Material will not be copied. If yes and if routings exist in the model organization, all routings are copied to the new organizations. If no, routings are not copied. If yes, all records from the Interface Table will be purged. If no, the records will not be purged. NOTE: Records with at a of Fail will not be purged even if you have selected yes. Yes Yes Yes Yes Yes Yes Default Value No No No No No No 1-30 Oracle Copy Inventory Organization Implementation Manual

45 Copy Inventory Organization Concurrent Program Submitting the Copy Inventory Organization Program After entering the Copy Inventory Organization Concurrent Program parameters, submit the program and verify that it completes successfully. If you the concurrent program does not complete successfully, refer to the Error Handling section of this manual. Verifying New Organizations This is a suggested step and is not required, but it is strongly recommended. Using Oracle Inventory, verify all the model organization that have been created. Before transacting against the new organizations, verify the following parameters: Inventory Parameters Costing Information Revision, Lot, Serial Control ATP, Picking, and Item Sourcing Defaults Inter-Organization Information Other Accounts Information Refer to the Oracle Inventory User s Guide for instructions on how to verify your new inventory organization s parameters. Copy Inventory Organization 1-31

46 Error Handling Error Handling Viewing Errors This section reviews error handling when the Copy Inventory Organization Concurrent Program does not execute successfully. Included in this section: Viewing Errors Correcting Errors Common Errors Each of these will be fully explained. You submit the Copy Inventory Organization Concurrent Program using the Standard Report Submission form a request is created. The results of the execution of the concurrent program are saved in a log file. To determine the error, you must review the log file. In the example below, the Copy Inventory Organization Concurrent Program has Completed with a Status of error. Note that all concurrent programs that have errors will be displayed in the color red Oracle Copy Inventory Organization Implementation Manual

47 Error Handling Figure 1 12 View Requests Form To review your error(s), use the following buttons located on the Request Form: View Details - displays concurrent program submission details, including the concurrent program name, date, status View Output - if the concurrent program produces output, use this button to view the output. The Copy Inventory Organization Concurrent Program does not produce output Diagnostics - displays the error message and text View Log - displays the entire log of the execution, including error(s) encountered. In most cases the error can be found on the last page of the log See: Submitting a Request, Oracle Applications User's Guide Copy Inventory Organization 1-33

48 Error Handling Correcting Errors If any organization data fails to process, you can find these records in the Organization Copy Interface form, make appropriate changes, and resubmit them by running the concurrent program again. All records that fail to process due to errors will have a status of Fail. As described in the Create New Inventory Records Section of this manual, make your corrections to the XML tags (if an XML tag or value error). Figure 1 13 Find Interface Records Form To display all records with a status of Failed, use the Find Interface Records form as shown. Step Action Description Navigation 1 Open the Organization Copy Interface form 2 Enter the parameters to find your organization Open the form from the Inventory Main Menu Use the Find button to find the organization records Inventory > Setup > Organization > Organization Copy Interface Inventory > Setup > Organization > Organization Copy Interface > Find Interface Records 4 Enter Group Code the Group Code for your data To display FAILED records, you do not have to enter the Group Code 1-34 Oracle Copy Inventory Organization Implementation Manual